First steps for Medical Staff

1 min readUpdated on June 23, 2026
Quick Guide · Onboarding

Initial guidance to start working on the Health Surveillance module.

⏱ 3 min👥 Occupational health personnel

Essential steps

  1. Start with Health Surveillance Setup: medical tests, protocols and profiles, medical centers and medical staff.
  2. Organize the centers’ schedules (times, time slots, holidays and blocks) before scheduling appointments.
  3. The process works as follows: appointment → medical examination → results → fitness for work → approval and delivery.
  4. Record diagnoses and medical history, using the Medical Advice Library for support.
  5. At the population level, use surveillance programs and epidemiological studies.
Quick tipTake the time to properly configure the protocols at the beginning: they determine the frequency, the validity of the fitness assessment, and which tests are automatically applied in each assessment.

Limits or points to validate

Access to clinical data is controlled by permissions. See the guide “Privacy and Access Control to Clinical Data”.

To delve deeper

Explore the Health Surveillance series from this Help Center and Course 07 at Sabentis Academy.

Course 07 · Health Surveillance →

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