Health Risk Assessment

A Health Surveillance Panel, Questionnaire, Task, Encounter and Reporting have been created for an Annual Health Risk Assessment/Biometric Screening and can be used to track employee health. The standard workflow can be customized to fit any organization’s specific needs.

Health Risk Assessment Panel

To ensure yearly compliance, an Annual Health Risk Assessment Panel has been created. This panel consists of the Health Risk Assessment Questionnaire. When an employee is enrolled in the panel, the questionnaire is added to their due list and a waitlist appointment is created. The timeframe for completion can be updated to fit the business needs.

Health Risk Assessment Questionnaire

Once the employee is enrolled in the panel, the Health Risk Assessment - Biometric Screening Questionnaire will be available for them to complete on the portal. Click the “begin” button to complete the questionnaire.

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Health Risk Assessment Task

After the completion of the questionnaire, the Health Risk Assessment department will receive a task notification. Click on the “Health Risk Assessment” alert to review the questionnaire and complete the task.

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HRA Consult Portal Appointment

After completing the Health Risk Assessment - Biometric Screening Questionnaire, the HRA Consult Appointment can be scheduled. Click the “schedule” button to schedule the HRA Consult Appointment.

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HRA Consult/Biometric Screening

Once the appointment has been checked in, the HRA Consult can be completed. Add the Screener Name and complete the Fasting and Tobacco questions. The Risk and Alert check boxes will be checked automatically based on the results from the screening. The BMI and Total Cholesterol are calculated automatically, as well. The MetS Risk Value is automatically calculated at the end of the assessment. Once completed, click Submit and then Archive and Close the encounter.

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Reporting

Under the Reporting Dashboard, the Health and Wellness section has multiple reports that can be utilized to pull the HRA Consult/Biometric Screening results.

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To select what portlets display, click the Select Portlets hyperlink.

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Dates will need to be added to search for the results. Once the dates are added, click the “Search” button.

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For additional details, click the Details button on each of the portlet reports.

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HRA-Biometric Screening Workflow.mp4

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Published: May 14, 2025