How to Set up PDF Mover for a client in OHM

How to Set up PDF mover for a client:

Open a support ticket for further assistance to set up PDF mover for a client.
Include the client’s name and client code from the OHMweb Clients page in your request.
Note: PDF mover is a process where clearance documents can be moved automatically from pick up folder (X-drive) to destination folder (P-drive) if certain criteria matched. PDF mover can send auto send email notifications to clients, internal WorkCare team and individual email addresses.

A screenshot of a computerDescription automatically generated

2. Specify Source Path:

Provide the source path (X-drive path) for that client where the clearance document will be kept for the PDF Mover to pick up.
Example: \\wor1fsi01\dataentry$

3. Provide Destination Path:

Specify destination path (P-drive path) for that client where you want the clearances to be stored after the physician review is completed successfully.
Example: \\wor1fsi01\pdf$\Rollins-Web\Clearances
NOTE: OHM Support team is not responsible for creating new folders on the P-drive. The Operations team is handling these requests themselves.

4. Email Template:

Provide an Email template if it is customized. This template will be used when PDF Mover sends clearance notifications via email to clients, internal WorkCare team and individual email addresses.
Example of a generic email body

Hello,

Attached please find a Qualified work status report for [FirstName] [LastName].

Thank you.

Team Global

WorkCare, Inc.

300 S. Harbor Blvd., Suite 600

Anaheim, CA 92805

5. Distribution List:

Please provide distribution list (email distribution list) for clearance email notifications, including CC and BCC email addresses.
CC_Email – whom we need to CC (can be added email addresses for clients)
BCC_Email – whom we need to BCC
Specify the default "From" email address, which should be a WorkCare internal team email address. This field cannot be blank. From this email address, email will be generated for example: Team.Global@workcare.com)
Summary_CC_Email: WorkCare internal team email address

6. Drug Screen Clearances:

Indicate if PDF Mover needs to be set up for Drug screen clearances for this client as well.
If yes, provide a drug screen email template and distribution list.
Please provide a drug screen Email template if it is customized. This template will be used when PDF Mover sends clearance notifications via email to clients, internal WorkCare team and individual email addresses.
Example of a generic email body:

Hello,

Please see attached MRO clearance for [FirstName] [LastName].

Thank you.

Global Team

WorkCare, Inc.

300 S. Harbor Blvd., Suite 600

Anaheim, CA 92805

Please provide distribution list (email distribution list) for clearance email notifications, including CC, BCC and default Email From email addresses.

7. Naming Conventions:

Ensure clearance documents follow the proper naming conventions for medical and drug screen clearances.
Clearance documents should have disposition as “Qualified”.
Here are different examples of naming conventions.

Medical Clearance naming conventions:

Encountermonth_encounterdate_company name/company class_Employee last name_employee first name.PDF

Example:

09_16_ROL_ Lozano_Prizma

Drug Screen clearance naming conventions:

Encounter monuth_encounter date_ encounter year_Company Name_Employee Last Name_Employee First Name_DS.pdf

Example:

09_16_24_ROLLINS_Lozano_Prizma_DS

Rapid Drug Screen clearance naming conventions:

Encounter monuth_encounter date_ encounter year_Company Name_Employee Last Name_Employee First Name_DS RAPID.pdf

Example:

09_16_24_ROLLINS_Lozano_Prizma_DS RAPID.pdf