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    • MS FLEX Insurance
    • What Is MS Flex
    • Why MS Flex
    • Who is MS Flex For
    • Screen shots
    • Management Referrals
    • Prices
    • Blogs
    • Getting Started Guide
    • Privacy Policy
    • Contact
    • FAQ
  • MS FLEX Insurance
  • What Is MS Flex
  • Why MS Flex
  • Who is MS Flex For
  • Screen shots
  • Management Referrals
  • Prices
  • Blogs
  • Getting Started Guide
  • Privacy Policy
  • Contact
  • FAQ

FOLLOWING AN OCCUPATIONAL HEALTH REFERRAL

  A practical walkthrough of a Management Referral from receipt to closure using MS Flex

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A Management Referral, Step by Step

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets
Healthcare employee management interface showing tasks and statuses for Sarah Jones.

Referral Overview

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets
Screenshot of a clinical assessment form for Sarah Jones from Connect Healthcare NHS.

Clinical Assessment Recorded

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets
NHS employee management dashboard showing employee details and task tracking.

Management Report Prepared

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets
Clinical review sign-off for Sarah Jones with management report and recommendations.

Clinical Review and Sign-off

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets
Healthcare report issued for Sarah Jones on 03 Aug 2026.

Report Issued

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets
NHS referral closure screen for Sarah Jones with case details.

Referral Closed

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets
NHS employee management interface showing Sarah Jones' occupational health tracks and status.

Referral Summary

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets

A Complete and Adaptable Referral Process

Save time. Reduce errors. Improve communication.

A Management Referral, Step by Step


This guide follows one realistic Occupational Health Management referral process through My-Flex (Medic). Instead of simply listing features, it illustrates how administrators and clinicians collaborate as the referral progresses from receipt to assessment, reporting, clinical review, issue resolution, and formal closure.


The illustrated process is adaptable. Tracks, forms, timings, reports, labels, and security can be configured to align with each organization's unique approach to Occupational Health Management.


The central idea


My-Flex (Medic) serves as more than just a repository for Occupational Health information; it functions as comprehensive insurance brokerage management software that efficiently manages the entire referral process, records each decision, and maintains a clear history of the work completed.

Contact Us to discuss abandoning Spreadsheets

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