Completing Screening Panels

At series events with public-health screening active, three symptom checklists must be answered on every patient record before a job can be marked as done.

Overview

Public-health screening is used at designated series events - such as major multi-sport games - to help detect and monitor illness outbreaks across the event population. When your team's screening is enabled and you're working a series event, three screening panels appear in the job sidebar: Respiratory, GI (gastrointestinal), and Mental Health.

Each panel is a short checklist. You tick whichever symptoms apply to the patient - or tick None if the patient has no relevant symptoms. All three panels must be answered before you can mark the job as done.

Screening panels only appear on jobs linked to a series event. Your regular, non-series events are completely unaffected.

Before You Start

• A patient record must exist on the job. Screening is not applied to jobs with no patient attached.
• You must be working a job at a series event - screening panels won't appear on ordinary event jobs or standalone jobs.

The Three Screening Panels

Each panel covers a different category of symptoms:

How to Complete a Screening Panel

Step 1: Open the screening panel from the sidebar

With the job open, find the screening panels in the left-hand sidebar. They appear alongside your clinical panels and are labelled Respiratory Screening, GI Screening, and Mental Health Screening.

The badge on each panel button tells you its current state at a glance:

• A red border means the panel is incomplete - it still needs an answer before the job can be closed.
• An amber warning badge means the panel is complete with a positive result - at least one symptom was selected.
• A green tick means the panel is complete with a negative result - None was selected.

Tap the panel you want to complete to open it.

Step 2: Tick the symptoms that apply

Inside the panel you'll see a checklist of symptoms for that category. Tick each symptom the patient is currently experiencing.

If the patient has no relevant symptoms in this category, tick None instead.

None is mutually exclusive with individual symptoms. Ticking None clears any other selected symptoms; selecting any symptom automatically clears None. You can select as many individual symptoms as apply, but you can't have None ticked alongside other symptoms.

Step 3: Check the sidebar badge

Once you've made your selection, check the sidebar badge to confirm the expected state:

• Amber badge - you've recorded at least one positive symptom for this category.
• Green tick - you've recorded None, a confirmed negative result.

You don't need to save explicitly - the selection is captured as you tick. If you need to change your answer, tap the panel again and adjust your selection.

Step 4: Repeat for the other two panels

Work through each of the three panels in turn. The sidebar gives you a running visual check of which panels still need attention.

Step 5: Mark the job as done

Once all three panels show either an amber badge or a green tick, the screening requirement is satisfied and you can mark the job as done in the usual way.

If you try to mark the job as done while any screening panel still shows a red border, the app navigates you directly to the first incomplete panel so you can fill it in.

Tips & Best Practices

• Screen during the consultation, not at the end. Running through the relevant panel while the patient is still with you is quicker and more accurate than trying to recall symptoms later.
• None is a valid and meaningful answer. It confirms you asked and found no relevant symptoms. Leaving a panel blank is not the same as a negative result - the blank panel will block you from closing the job.
• The amber badge isn't a cause for alarm. It simply records that the patient reported at least one symptom. The surveillance team reviews aggregate data, not individual records, for outbreak signals.
• Offline use is fully supported. Screening data is saved locally to your device and syncs to the server when connectivity is restored. You can work a complete shift offline and all screening records will upload on reconnection.

Troubleshooting

I can't see any screening panels in the sidebar.

Screening panels only appear on series events where your team has screening enabled. If you're working a non-series event - or a standalone job not attached to an event - no panels will appear. If you believe screening should be active for your event, speak to your team admin.

The job has no patient - do I still need to screen?

No. Screening requires a patient record to be present on the job. If no patient has been created, the screening panels won't block the job from closing. Create the patient record first, then complete the screening panels before marking the job done.

I selected the wrong symptoms.

Tap the panel again from the sidebar to reopen it. You can change your selection at any time before the job is marked as done. Tap a ticked item to deselect it, or tap None to clear everything and record a negative result.

The app keeps navigating me to a screening panel when I try to mark the job done.

At least one of the three screening panels has no answer recorded. The app navigates to the first incomplete panel so you can fill it in. Record the relevant symptoms or None, then try marking the job done again.

Related Features

• Marking a Job as Done - the complete flow for closing a job, including how validation works
• Filling In the Patient Record - completing clinical panels alongside the screening checklists
• Screening Surveillance Reporting - how screening results are reviewed in Daily Ops and the Event Control Room