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How to set up and enable PRIMHD reporting
How to set up and enable PRIMHD reporting

Configure your organisation's PRIMHD settings

Updated over a week ago

To set up PRIMHD for your organisation:

Note: This feature is for registered PRIMHD-approved organisations in New Zealand.

  1. Navigate to Administration using the Switcher

  2. Select Organisation from the menu.

  3. Click on PRIMHD settings as an option in the sub-menu.

  4. Enter your organisation information and credentials found in your mapping document provided by the Ministry of Health. This includes:

    1. Organisation name

    2. Organisation ID

    3. Organisation folder

  5. Once complete click Save

  6. Enter your team information including Team Code

  7. Check off the referral codes that your organisation can use. This ensures that your users only have access to codes that your organisation is approved to report on

Select PRIMHD Record Types

To keep things simple for your team and reduce clutter, select which record types are relevant to your organisation. There are four possible record types, but most organisations only use one or two:

  • Activity

  • Consumer

  • Collection

  • Classification

Once you have marked the relevant types, click Save.

  • Note: You can return to your PRIMHD settings and update this information at any time.

  • Your organisation is now set up and ready to start recording and submitting PRIMHD information directly to the Ministry of Health from within Noted!

To access the PRIMHD reporting area:

  1. Navigate to the Administration via the switcher

  2. Click on roles and add/edit a role

  3. Toggle on the privilege “can manage PRIMHD reporting”

Dashboard PRIMHD Widget

You can now add a widget specifically for workers dealing with PRIMHD so they can see how many records/referrals with errors they have, making it easier for everyone to submit PRIMHD records and referrals.

  • This widget can be added specifically for users who deal with PRIMHD and done so by organisation administrators

  • On this screen, the user can open and edit a referral that needs their attention

To add this widget to the user's screen:

  1. Navigate to Administration using the Switcher

  2. Click on roles and create a role named "PRIMHD User"

  3. Toggle on the feature that says PRIMHD

  4. Click save to confirm changes

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