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
• 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

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

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

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

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.