v7 FreeBalance Help

1. Enter the new Medical Form information.  Fields with an asterisk  are mandatory fields.

2. Enter Code.

• Code: Numerical Code of medical form.

3. Choose the Language from the Drop Down Menu.

• Language: Language as chosen.

4. Enter Name and Instruction.

• Name: The name of the form.
• Instruction: Instructions on how to use the form; its intended purpose.

5. Enter Medical Examination Date.

• Medical Examination Date:  Date of medical examination

6. Choose Marital Status from the Drop Down Menu.

• Marital Status: Marital Status.

7. Enter the Number of Dependents.

• Number of Dependents: Number of individuals the employee is responsible for.

8. Enter the Family Medical History, Personal Medical History and General Note if required.

• Family Medical History: Family medical history information.
• Personal Medical History: Personal medical history information.
• General Note: General commentary.
• Medical Expiry Date: Date the medical form will expire. This field will only be for viewing purposes. The value in this field will be determined automatically.

To ADD a Contact:

1. Click on the Contact tab,, Contact New iconand enter the new Contact information (refer to Contact for more information).

Any Information under the Medical Condition tab,, is being automatically retrieved from the Medical Catalogue function. Refer to Medical Catalogue for more details. 

2. Click the individual Select Checkbox(es), under the Contact tab,, to select and de-select the Contact information, or click the Select All icon  or Un-select All  icon, to select or de-select all the Contact information, if required.

3. Click the Remove icon to remove the selected Contact information, if required.

4. Repeat steps 1 to 3 as required for each tab.

Click on the Save and Return icon to save the Medical Form and return to the Employee screen, or click on the Discard icon  to discard the Medical Form entry and return to the Employee screen.