MFP WorkWellness Admin Portal

1. Introduction

The MFP WorkWellness Admin Portal is a comprehensive healthcare wellness administration system designed to manage health screening events, patient records, lab results, and payments for corporate wellness programs.

Key Features

• Company Management: Manage client companies and their employees
• Patient Records: Complete patient demographics and health information
• Health Screenings: Schedule and manage company-wide health assessment events
• Lab Integration: Track comprehensive lab results with 40+ test types
• Payment Processing: Integrated Square payment processing
• Patient Portal: Self-service health assessment and appointment booking
• HL7 Lab Orders: Generate HL7 ORM^O01 order files for electronic lab submission
• Reporting: CSV export and PDF report generation
• File Management: Document storage and retrieval

User Roles

2. Getting Started

Logging In

1. Navigate to the WorkWellness Admin Portal URL
2. Click Login in the top navigation
3. Enter your email address and password
4. Click Log in

Navigation Overview

3. Company Management

Companies represent the client organizations whose employees participate in health screenings.

Viewing Companies

1. Click Companies in the navigation menu
2. The company list displays all registered companies with:
   • Company ID
   • Company Name
   • Address
3. Use the search box to filter companies by name or address
4. Click column headers to sort

Adding a New Company

1. Click Add New Company button
2. Fill in the company details:
   • Company Name (required)
   • Address
   • City, State, Zip
   • Contact Person
   • Phone and Fax
3. Click Create to save

Editing a Company

1. Find the company in the list
2. Click the Edit button
3. Update the company information
4. Click Update to save changes

Deleting a Company

1. Find the company in the list
2. Click the Delete button
3. Confirm the deletion in the popup dialog

Quick Actions

From the company list, you can also:

• Add Healthscan: Create a new health screening event for this company
• View Patients: See all patients associated with this company

4. Patient Management

Patients are individuals who participate in health screening events.

Viewing Patients

1. Click Patients in the navigation menu
2. The patient list displays:
   • Patient ID (auto-generated 8-character code)
   • First Name
   • Last Name
   • Company ID
3. Use the search box to find patients by ID or name

Adding a New Patient

1. Click Add New Patient button
2. Enter patient information:
   • First Name (required)
   • Last Name (required)
   • Date of Birth
   • Gender
   • Email
   • Company (select from dropdown)
3. Click Create to save
4. The system will auto-generate a unique Patient ID

Editing Patient Information

1. Find the patient in the list
2. Click the Edit button
3. Update the patient details
4. Click Update to save

Managing Patient Labs

1. Find the patient in the list
2. Click View Patient Labs
3. This displays all lab tests for the patient
4. From here you can:
   • Add a new lab test
   • Edit existing lab results
   • Delete lab records

Managing Patient Surveys

1. Find the patient in the list
2. Click View Patient Surveys
3. This displays all health assessment surveys completed by the patient
4. You can edit survey responses or add new surveys

Deleting a Patient

1. Find the patient in the list
2. Click the Delete button
3. A warning dialog will appear explaining that this will also delete:
   • All lab records
   • All lab result data
   • All uploaded files
   • All survey responses
   • All payment records
4. Click OK to confirm, then click Delete in the second confirmation

5. Healthscan Management

Healthscans are health screening events organized for companies.

Viewing Healthscans

List View

1. Click Healthscans > Healthscans List
2. View all healthscans with:
   • Healthscan ID
   • Company ID
   • Screening Date

Calendar View

1. Click Healthscans > Calendar View
2. View healthscans in a calendar format
3. Click on dates to see scheduled events

Creating a Healthscan

1. Click Add New Healthscan or use the Add Healthscan button from a company
2. Fill in the details:
   • Company (select from dropdown)
   • Screening Date
   • Event Name
   • Cutoff Date (deadline for patient registration)
   • Enable/disable testing options
   • Configure flu shot availability and pricing
3. Click Create to save

Managing Appointments

1. Open a healthscan for editing
2. Go to the Appointments section
3. Create time slots for patient appointments:
   • Set start and end times
   • Define slot duration
   • Set maximum patients per slot
4. Patients can select these slots during registration

Exporting Healthscan Data (CSV)

1. Find the healthscan in the list
2. Click Export CSV
3. A CSV file will download containing:
   • Patient demographics
   • Vital signs (height, weight, BMI, blood pressure)
   • All lab results
   • Consent information

Generating HL7 Lab Orders

The system can generate HL7 ORM^O01 order files for all patients registered in a healthscan. These files can be transmitted to a laboratory information system (LIS) to place lab orders electronically.

1. Go to the Healthscans List
2. Find the healthscan you want to generate orders for
3. Click the HL7 button
4. A progress dialog will appear while files are being generated
5. Upon completion, a success message displays the number of files generated
6. Files are saved on the server under wwwroot/Orders/{HealthscanID}/

File naming format: {PatientID}_{Timestamp}.HL7

Tests Included in HL7 Orders

Base tests — always included for every patient:

Optional tests — included when selected by the patient during survey registration or enabled at the healthscan level:

HL7 Message Structure

Each .HL7 file is a standard HL7 v2.5.1 ORM^O01 message with the following segments:

6. Lab Results Management

Lab results track blood work and other diagnostic tests for patients.

Viewing All Labs

1. Click Labs > Lab Results
2. The list shows all lab records across all patients
3. Search by Lab ID or comments

Lab Test Categories

7. Patient Files

Patient files store uploaded documents such as consent forms, medical records, or other paperwork.

Viewing Patient Files

1. Navigate to a patient's file section
2. View all uploaded documents with:
   • File Type
   • Upload Date

Uploading Files

1. Click Upload New File
2. Select a PDF file from your computer
3. Enter the file type/description
4. Click Upload

Viewing and Deleting Files

• Click View File to open the PDF in your browser
• Click Delete to remove a file (cannot be recovered)

8. Payments

The payment system tracks patient fees for health screening services.

Fee Structure

Viewing Payments

1. Click Payments in the navigation
2. View all payment records with:
   • Patient information
   • Amount due
   • Amount paid
   • Payment method (Online or Pay at Arrival)

Payment Processing

Payments are processed through Square payment integration:

1. Patient completes health assessment survey
2. System calculates total amount due
3. Patient is directed to Square checkout
4. Upon successful payment, status changes to "Online"

9. User Administration

Viewing Users

1. Click Users in the navigation
2. View all admin users with their roles

Managing Roles

• Click Add Role to create a new role
• Edit users to assign or change roles
• Available roles: Administrator, General, CompanyAdmin

Linking Patient Accounts

1. Find the user in the list
2. Click Link Patient
3. Search for and select the patient record
4. Save the association

Company Administrator Access

Use this when a client contact — an HR manager, a school office administrator — asks to see their own organisation's patient list and appointment schedule online. They get a Patient Portal login scoped to the companies you choose, and nothing else.

What they will be able to do

• View the patient list for their assigned companies
• View the appointment schedule (who has booked which slot) for those companies
• Open patient forms for those patients

They cannot see other companies, and cannot add, edit or delete anything — including appointments. Booking and rescheduling stay with MFP staff.

Setting it up

There are three steps. All three are required — a user with the role but no company assignment will sign in and see an empty list.

Step 1 — the person needs a Patient Portal account. If they don't already have one, have them register through the portal as a patient of their own company. Confirm the account exists under Users.

Step 2 — give them the CompanyAdmin role.

1. Click Users in the navigation
2. Find the person and click Edit (permissions)
3. Tick CompanyAdmin
4. Click Update

If anything prevents the change, the page now shows an error message at the top. No message means it saved.

Step 3 — assign their companies.

1. Still on the Users list, find the person
2. Click Companies
3. Enter a company code and click Add — repeat for each company
4. To withdraw access, click Remove next to a company

Assign as many companies as they need. This is what lets one person cover an organisation that runs several screening events.

Worked example

Edna "Rita" Dixon administers Greenwood County Government, which screens across two days set up as separate companies:

Give her the CompanyAdmin role, then add both 1252 and 2277 under Companies. She then sees 178 patients across the two days, and no patients from any other client.

Checking it worked

Ask the person to sign in to the Patient Portal. They should see two extra items in the top navigation:

• Company Administrator — the patient list
• Appointment Schedule — bookings grouped by screening day

If they see the menu items but the list is empty, the role was granted but no companies were assigned — return to Step 3.

Notes

• Company assignments are per person. Two people at the same client each need their own assignments.
• If a person has no company assignments, the system falls back to the company on their own patient record. This keeps older company administrator accounts working. As soon as you assign companies explicitly, those replace the fallback entirely.
• Removing the last company leaves them with an empty list rather than an error. To revoke access completely, also untick the CompanyAdmin role.

10. Patient Portal

The Patient Portal allows patients to complete their health assessments and schedule appointments online.

Patient Registration Process

Page 1: Basic Information

• Personal details
• Contact information
• General health questions

Page 2: Health History

• Medical conditions
• Current medications
• Health background

Page 3: Physical Measurements & Tests

• Height and weight entry
• BMI is calculated automatically
• Select optional lab tests
• Opt-in for flu shot
• View calculated fees

Page 4: Confirmation & Payment

• Review all entered information
• Confirm appointment time
• Proceed to payment

Email Notifications

Patients receive automatic emails for:

• Registration confirmation
• Appointment confirmation with date/time
• Results availability (when applicable)

11. Reports and Exports

CSV Export

Export comprehensive healthscan data:

1. Go to the healthscan list
2. Click Export CSV for the desired healthscan
3. The file includes:
   • Patient demographics (ID, name, DOB, gender)
   • Vital signs (height, waist, weight, BP, BMI)
   • Complete lab results
   • Consent status

HL7 Lab Order Export

For electronic lab order submission, see Generating HL7 Lab Orders under Healthscan Management. The generated .HL7 files are stored on the server in wwwroot/Orders/{HealthscanID}/ and can be retrieved or forwarded to the lab system.

PDF Reports

Individual patient reports:

1. Access patient record
2. Click View Report
3. PDF report is generated and displayed
4. Can be printed or saved

Appendix A: Troubleshooting

Common Issues

Appendix B: Contact Support

For technical support or questions:

• Contact your system administrator
• Email: support@mfpworkwellness.com

MFP WorkWellness Admin Portal - User Guide
Copyright 2026 MFP WorkWellness. All rights reserved.