The platform remains the same, but workflows and forms have been configured for Occupational Health

The screenshot above illustrates one of the strengths of MS Flex.

The underlying platform remains the same, but screens, terminology, workflows, forms and security have been configured specifically for Occupational Health. Employee records, referrals, clinical assessments and management reports are presented in a way that feels natural to Occupational Health teams while retaining the flexibility and audit capabilities of the core MS Flex platform.

My-Flex is more than an Occupational Health record system. It can manage the complete referral lifecycle, recording every activity from referral through assessment, reporting, review and closure while maintaining a full audit history throughout. 

A Management Referral, Step by Step

This guide below follows one realistic Occupational Health Management referral process through My-Flex. 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 organisation's unique approach to Occupational Health Management.

The central idea

My-Flex 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.

We begin with Sarah Jones, a Warehouse Operative whose Management Referral is already in progress. The employee record brings together the people involved, the referral workflow and the current position of the case in one view.

Earlier activities have been completed and dated, while the remaining stages are already planned. Colour-coded status information makes it easy to identify what has happened, what requires attention and what will follow next.

Following triage, consent and appointment scheduling, the Occupational Health clinician records Sarah's assessment using a structured clinical form.

Findings, the fitness outcome, practical recommendations and the next review date are captured together. Standard item information such as notes, completion date, documents and the user making the update is available consistently across every form.

The clinician prepares a concise management report based on the assessment findings and recommendations.

The completed report is attached directly to the workflow stage that produced it. The document count is visible from the referral timeline, allowing users to see at a glance where supporting documents are held without opening every item.

Before the management report leaves the organisation, it is clinically reviewed to confirm that the advice is appropriate and consistent with the recorded assessment.

The reviewer records the approval decision and completes the stage. The update becomes part of the permanent referral history, providing a clear record that clinical governance has been applied before release.

The approved management report is issued securely to David Turner, Sarah's referring manager.

The issue date, recipient and method of delivery are recorded in the item notes. The exact report that was sent can be attached to this stage, creating a reliable record of what left the organisation and when.

The final stage formally completes Sarah's Management Referral after the approved report has been issued.

A clear closing note records the outcome and confirms that no further Occupational Health action is required. The closure date and user are stored alongside the rest of the referral history.

The completed workflow provides a concise overview of the entire Management Referral, from receipt and assessment through reporting, review, issue and closure.

Each stage shows its due date, completion date, responsible user, supporting note and document count. A manager or clinician can understand what happened without opening every individual form.

Sarah Jones' referral has progressed through every stage of the Occupational Health process, producing a complete and auditable record of the assessment, recommendations, management report, clinical approval, issue and closure.

The workflow shown in this guide is not hard-coded. My-Flex (Medic) can be configured around an organisation's terminology, forms, reports, service standards and governance requirements.