New and Improved Features

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PMP-57373
PMP-57373
 PMP-57373 : Download SOAP Notes from Manage SOAP Notes 

Configurable  :NA ,Product Level

  • Title :NA
  • Public / Private : NA
  • Default :SOAP notes downloadble in product

Existing System:

  • System doesnt allow to download the soap notes from the list page

Purpose :

  • Soap notes are form of medical records and the employee / healthcare provider have right to access the record and obtain a copy of those records

Enhanced  System :

  • Soap notes would be downloadable from the soap note list page .
  • A new button added as "Download Soap Notes"
  • User need to select the desired record and click on the button 
  • User can maximum generate 10 Soap notes together 
  • No new permission to generate this report 

Existing Data : NA

Impact : NA

Download SOAP Notes 

PDF Report 

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PMP-57846
PMP-57846
 PMP-57846 Add SOAP Notes for Encounter Type

Configurable  : NA,Product Level 

  • Title : NA
  • Public / Private : NA
  • Default : SOAP notes available for encounter type

Existing System:

  • Soap notes are created for employee in employee medical profile .It is not specific to encounter type 


Purpose :

  • Lack of visibility on encounter specific soap notes 

Enhanced System :

  • SOAP note added in Encounter Type
  • SOAP note will be visible for Employee/Supervised Contract  and Active Employee only
  • No validation for Date picker fields used in SOAP Notes WRT Appointment/Encounter Date
  •  Existing Data : No change 
  • Impacts : Manage SOAP notes

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PMP-57380
PMP-57380
  PMP-57380  Capture  "Is thiswork related " and its associated fields for  External Medical Records

Configurable  :NA, Product Level

  • Title : NA
  • Public / Private : NA
  • Default : Below changes available in product 

Existing System

  • Existing system does not have Work related field and its dependency field available in External Medical records Encounter type

Purpose : 

  • Gap

Enhanced System : 

  • Work Related field to be added for External Medical Records encounter type in both detail and listing page 
  • Field type will be radio button ,value : yes/ no , default selection - none will be selected 
  • Existing Data : NA
  • Impacts : NA
  • Reports : NA
  • Notification : NA

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 Configurable : Customer Specific 

  • Title : ExtraSoapNotesField
  • Public / Private : Private
  • Default : Extra field for SOAP notes should not appear 

Existing System Current fields in PMAP system and New fields to be added 

Sequence of field for Subjective Section in SOAP notes 

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  • Customer specific new fields added to SOAP notes 
  • Existing Data : NA
  • Impacts : SOAP Notes Report
  • Notification : NA

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Configurable  : NA ,Product level change 

  • Title : NA
  • Public / Private : NA
  • Default : will be available at product level 

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 Configurable  :  NA, Product level change 

  • Title : NA
  • Public / Private : NA
  • Default : User can access this report . 
  • Path : Team content /processmap reports /authorlibrary

Existing System 

  • For a employee consolidated Medical Records till date cannot be  generated in the system 

Purpose :

  • Consolidated reports are required to print medical records and employee information

Enhanced System :

  • Employee Medical Profile report in BI 
  • User can select one Employee at a time  to view the report 
  • Attachments will be included in form of downloadable links in the report 

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  • Title : Configurable in DB
  • Public / Private : Private
  • Default :All the mentioned changes will not be applicable

Existing System 

  • Certain  fields in spirometry  are not show /hide configurable. Based on specific customer request ,some fields need to be renamed , configured and repositioned

Purpose :Customer specific requirement 

Enhanced System :

Spirometry details 

  • Field "Testing Type" drop down values are Initial,Followup ,Periodic
  • Following fields moved to “Spirometry Q&A” section  : Position, Blood Pressure and Weight and Height 
  • Time field  is show / hide configurable
  • Spirometry Serial Number is show / hide configurable
  • New drop down Field Added  "Respirator Questionnare Clearance "
    • Values :

      1)Select 

      2).No limitation on respirator use 

      3).Recommended limitation on respirator use  .

      On selecting this option it show a text box below .Max charater -200 characters 

      3.Use of respirator prohibited 

      On selecting this option it show a text box below .Max charater -200 characters 

Spirometry QA section

  • New field added  "Is spirometry Required?"
    • Field Type :  Yes/No - radio button 
    • On selection of Yes , below fields will be non mandatory 
    • Fields :  position, BP, Weight and Height details.All the fields to be non mandatory
    • On selection of No  :  No fields to appear
  • Assessment date is  show / hide configurable

OSHA QA Tab

  • OSHA Q&A Tab  is show / hide configurable

Sprirometry Clearance Tab

Field “has the OSHA Respirator Questionnaire been completed” is  show / hide configurable

  • “Employee cleared to use respirator” question will be defaulted to "yes " and hidden 
  • Type of respirator to be renamed to "employee has been medically cleared to use the following type of respirator (Select all that apply)"

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  • FVC  ,FEV1 fields made mandatory / non mandatory configurationaly
  • New drop down field added as "Spirometry results "   with values - Pass/Fail/NA/Medical Hold

Existing Data : NA

Impacts : Manage encounter type ,SOA

Spirometry details

Image Modified


Spirometry QA  : Spirometry required -No selected 

Image Modified

Spirometry QA  : Spirometry required - Yes Selected 

Image Modified

Spirometry Results 

Image Modified


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  • Title : Configurable in db
  • Public / Private : Private
  • Default : Turned On

Existing System Spirometry questionnare toggle on page load stays turned on

Image Modified

Enhanced System : Toggle made Turn off / on configurable on page load ,for this customer it would be turned off 

  • Existing Data : 
  • Impacts :Drug Encounter List 
  • Reports : Drug Report
  • Notification :No

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  • Title : Configurable in DB
  • Public / Private : Private
  • Default :Mandatory

Existing System Body part is a mandatory field in External Medical Record 

Enhanced System : Body part field made mandatory / non mandatory configurable

  • Existing Data : NA
  • Impacts :NA










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PMP-58236
PMP-58236
 PMP-58236  Attachment in Restriction Details made mandatory /non mandatory configurationally

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  • Title : Configurable in DB
  • Public / Private : Private
  • Default :Mandatory 

Existing SystemIn Manage Restrictions Section > attachment is mandatory to save the Restriction Details 

Enhanced System Attachment field made mandatory / non mandatory configurable

  • Existing Data : NA
  • Impacts :NA











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PMP-58234
PMP-58234
 PMP-58234 Date of Receipt of Form in Restriction Details made mandatory / non mandatory configurationaly

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  • Title : Configurable in DB
  • Public / Private : Private
  • Default :Mandatory 

Existing System 

  • Date of Reciept form field is Mandatory  

Enhanced System :

  • Date of Reciept form field made mandatory / non mandatory configurable
  • Existing Data : NA
  • Impacts :NA


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PMP-52951
PMP-52951
PMP-52951  Integration with South Carolina State Registry 

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  • Existing Data : 
  • Automatic reporting of Vaccination information to State Registry through Web API integration
  • Employees immunization information will be captured through ProcessMap Occ Health system(Administer Immunization) and would be sent directly to State Registry 
  • “Immunization Registry Reviewed?”  would be  default to “Yes” and on saving it will send the information to state registry
  • Incase of successful transfer or failure to state registry ,system would send success/failure email
  • New Record Added :  Scheduler will fetch the information as soon as "immunization registry reviewed" is marked yes and saved .
  • Existing Record Updated : Once the files is resaved with fields with updated values for Lot number ,Dose ,Injection Site ,Route .The same need to be updated for the same record
  • If the immunization record(immunization /appointment ) is deleted then that would be also deleted from the state registry
  • Success and failure of vaccine information transfer can be viewed in Feed report "Immunization Outbound Report"
  • Impacts: Drug Encounter List , feed report in cognos , Notification 
  • Reports : Drug Report
  • Notification :No

Functional Flow 

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Integration Flow 

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Notification on Successful / Failure of Employee Vaccine information transfer




















Feed Reports  : 

Path (Devinsight): Team Content >  Company Folders > ProcessMAP >  Company Folder >  Shared Team > Feed Reports > Immunnization Feed Reports

Filter Screen 


Report 



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