MATOD Accreditation

Authority status

The authority status is set to Pending (by default).

The authority status is updated when an Action is taken on the authority.

If your user role allows it, you can grant or refuse an authority while creating it.

When the authority is Approved and Saved, the Authority Number is displayed (top right). A version number [N] is added each time the authority's Status is changed.

Select a Status from the list:

• Approved - A letter is generated (See Correspondence)
• Waiting for additional information
• In progress
• Submitted
• Pending
• Cancelled - A letter is generated (See Correspondence)
• Refused

Start/End Date/Number of Months

Enter a start date (mandatory) and an end date (optional) for the authority.

If a number of months is provided, the end date is automatically calculated.

When the end date is reached, any Approved accreditation is automatically set to Expired.

Conditions

If conditions are is selected, provide a short description.

Action

When an accreditation is created, Approve is the only Action available for selection.

Users with the relevant permission level can take the following Action on an Approved accreditation.

• Create
• Amend
• Renew
• Submit
• Cancel
• Approve
• Commence Review
• Refuse
• Request additional information

Action Reason

Mandatory

Once an Action is selected, you must also select one (or multiple) Action reason.

If you change the Action value, the selected Action reason is cleared and you must select another one.

You can provide a short note for each selected action reason.

Add prescriber

If you are creating a new MATOD accreditation , search for the prescriber, then link to this MATOD accreditation.

1. Search by Name, Surname, or Unique ID.

   You must enter at least one character in either the First name or Surname fields or a valid ID number.

   A list of matching practitioners displays in Practitioners Search Results.

2. In Practitioners Search Results, use the column headers to sort or filter the results.

3. Select the relevant entry.

4. Click through to view the full practitioners details and make the required changes.

5. Select the practitioner to add it to the grid.

6. (If required) In the grid, select delete to remove a line entry. For example, if your profile selection is incorrect.

   

7. Once the selected entry has been added to the grid, do one of the following (if required):

   • View practitioners - Open the profile to view in Practitioners Details and make any required changes.

   • Remove practitioners - If your prescriber selection is incorrect.

8. Save your changes to return to the Authority.

View Task

Related tasks display (10 per page) in reverse chronological order in the grid.

• (If required) Apply additional filters to each column header.
• (if required) Select any column header to sort.

Create Task

When the logged in user has the Regulator role, the Create task screen displays with Status set to Open (by default).

• Priority - (Optional) Low, Medium, High

• Status - (Mandatory) Open or Closed

• Assigned to - (Mandatory) Select the relevant user role.

  All tasks assigned to your user role display on the Tasks Dashboard.

• Due Date - (Mandatory) Must be a future date.

• Date Created - (Read-only) Today's date

• Administrative task type - Select from the list.

• Regulatory task type - Select from the list.

• Notes - 1000 characters max.

When all the mandatory fields have been completed, Save is enabled.

The task is visible on the Dashboard screen to users with the relevant role.

Create letter > General correspondence

This letter type has no default content and can be used for a range of purposes.

1. Select Create Letter, then click General Correspondence.

2. On the Create Letter screen, enter all of the required details:

   • Subject - include the patient's details (i.e., name) here.

   • Signatory title

   • Letter text

3. Select Generate.

The letter is generated and is shown in the Correspondence grid.

• Date of document - Date the document was created or obtained by the user.

• Document type - Select from the list.

• Source

  • Inbound - Received by DDU (Default).

  • Outbound - Initiated by DDU.

• Sender/Recipient - Either the person or organisation who provided the document, or for whose benefit the document was uploaded.

• Sensitive - By default, all uploaded documents are flagged as Sensitive. Practitioners cannot view this document in the Practitioner portal, unless the flag is removed.

  Correspondence attached to an organisation cannot be viewed or accessed by practitioners.

• Choose file - Select a single file to be uploaded. Max size is 4 MB.

• Drop file here - Drag-and-drop a file to be uploaded.

• Upload - The document is uploaded to ScriptCheckSA.

  Your document has been successfully uploaded.

  If the document's file type is not allowed, or if malware is detected, the upload is not permitted.

  The document selected is not a permitted file type.

  The document selected did not pass the malware scan and has been rejected.

• Cancel - The document is not uploaded.

Edit document details

Select Edit to modify the document details displayed in the grid.

If the document was uploaded, all Document Details can be edited.

If the document was generated by ScriptCheckSA, you can only modify two entries.

• Document status: To be reviewed, In review, Review completed

• Sensitive: Remove this flag if you want the document to be displayed in the Practitioner portal.

View Correspondence (in the grid)

All correspondence is displayed in the grid in reverse chronological order.

• Open - Select the Filename to open the attached document (and download it).

• Edit - Select Edit to modify the document details displayed in the grid.

• Delete - Select Delete to remove the document from the grid. This only applies to uploaded documents.

  

Your document has been deleted successfully.