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How to Request a Health Monitoring Assessment for an Employee
How to Request a Health Monitoring Assessment for an Employee

This article will explain how you can request a Health Monitoring Assessment in Carelever Monitor.

Updated over a month ago

If you have an employee enrolled in a Health Monitoring program and they are approaching their next test date, you can easily request their next Health Assessment.

This can be done through the Health Monitoring Overview.

How to Request a Health Monitoring Assessment

Step 1: Check Overdue Items

Begin by navigating to your Carelever Monitor dashboard. Check the Overdue items section (marked in red) or use the Advanced Search feature to identify employees whose assessments are due in the upcoming weeks. It’s advisable to submit your request no earlier than 12 weeks before their due date to allow sufficient time for completion.

Step 2: Select the Employee

Select the employee for whom you wish to book an assessment and open their file. You will find a list of all health monitoring items the employee is enrolled in.

Step 3: Request Assessment

Click on the Action icon next to a health monitoring item and select “Request Assessment.”

Step 4: Choose Assessment Items

A pop-up menu will appear, allowing you to choose which items you would like to assess by selecting “Yes” next to each relevant item. You can select multiple items from this menu.

Step 5: Confirm and Proceed

After selecting the desired health monitoring items, click “Proceed” at the bottom of the menu. This will add the items to the workflow, and KINNECT will receive an email notification.

We will then start making arrangements for the Health Monitoring Assessment by contacting the employee to check their availability.

Top Tip!

Sometimes, a lot of time may have passed since the employee's last health assessment. We recommend that you update the Relationships Tab within the Employee's file so that the right people are informed about appointments and results.

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