How to Use the Occupational and Demographical History Panel
The user manual is currently being updated with new features. An updated version will be available shortly. We thank you for your patience.
Occupational and Demographical History allows the Practitioner to record the Patient's employment history and will include both the current employment status and past employment history. Occupational and Demographical History can give the Practitioner an indication of the Patient's work environment and the impact it has on the Patient's health and existing medical conditions.- The contents of this user manual will consist of the following:
- From the Sidebar with a Booking
- From the Debtor screen without a Booking
- This user manual will start on the Diary screen.
- For more information on the Diary screen, please refer to the user manual: Overview of the Diary
From the Sidebar with a booking
- Click on the Booking to open the Diary Sidebar.
- The Diary Sidebar will open.
- For an extensive explanation of the Dairy Sidebar, please refer to the user manual: Diary Sidebar Functionality.
- Click on the Clinical button on the Sidebar.

- The Clinical Case screen will open.
- For a comprehensive explanation of the Clinical Case screen, please refer to the user manual: Clinical Case Screen Overview
- Click on the Medical History Tab.
- The Medical History screen will open.
- For more information regarding the Medical History screen, please refer to the user manual: WA: Medical History
- Click on the Occupational and Demographical History panel.
- The Occupational and Demographical History panel will open.
- An explanation of the Occupational and Demographical History panel will be given:
- Occupation: The name of the job title or position.
- Click on the Occupation Text Box to capture the Patent's current job title.
- Notes: The Practitioner will use the Notes text box to document all information relevant to the Patient's employment history. This is a free text field.
- Click on the Notex Text Box to capture the Patients employment history.
- Click on the Close button to exit the Medical History screen and return to the Diary screen without saving any changes.

- Click on the Save button to save the Occupational and Demographical information for the Patient.
- Once all the changes have been made, Click on the Close button to exit the Medical History screen.
- The user is returned to the Main Diary screen.
From the Debtor Screen without a booking
The Debtor Segment allows the user access to manage and access Debtor and Patient information.
- Click on the Navigation Wheel on the Navigation Bar.
- The Navigation Wheel will open.
- Click on the Debtors segment.
- The Debtors screen will open.

- For more information on the Debtor segment, please refer to the user manual: Debtors Segment
- Click on the Clinical Case button on the Sidebar.
- The Clinical Case screen will open.
- For a comprehensive explanation of the Clinical Case screen, please refer to the user manual: Clinical Case Screen Overview
- Click on the Medical History Tab.
- The Medical History screen will open.
- For more information regarding the Medical History screen, please refer to the user manual: WA: Medical History
- Click on the Occupational and Demographical History panel.
- The Occupational and Demographical History panel will open.
- Click on the Occupation text box to capture the Patient's current job title.
- Click on the Notes text box to make any necessary notes. The Notes field is a free text field.
- Click on the Close button to exit the Medical History screen and return to the Diary screen without saving any changes.
- Click on the Save button to save any changes made on the Occupational and Demographical History panel.
- Click on the Close button to exit the Medical History screen and return to the Debtor screen.
The user is returned to the Debtor screen.
Last modified: Thursday, 21 December 2023, 11:03 AM