For use during invoicing/requesting stage
- Document type to use for during requesting stage → Medical report requested
- Predominantly used by coordinators
- Include free text as per instructions below → include which stage the request is at
For use during drafting/dispatch/final report stage
- Document type to use for the majority of reports → Medical examinations/reports
- Predominantly used by underwriters
- Include free text as per instructions below → include which stage the request is at
Safeguarding
- Document type to use for any safeguarding report → Safeguarding report
- Include free text as per instructions below → include which stage the request is at
Free text instructions
- Any descriptive free text / document title → this should be written exactly the same as the Report type selection on Asana task, followed by which stage the request is at and date.
For SARs/brief summaries, once it is completed and sent, kindly add a consultation to the notes, including the code 'medical examination/reports' with a brief description under comments section about where it was sent (e.g. email address etc).
