Noted integrates with the Ministry of Health’s PRIMHD portal to provide automated PRIMHD reporting that saves time and keeps this process simple.
Note: This feature is for registered PRIMHD approved organisations in New Zealand.
Creating a PRIMHD referral
Before you can start creating PRIMHD records for new clients you must record their referral into your service.
Search for or Add the client and navigate to their records screen
From the Records dropdown menu above the client’s list of records select PRIMHD referrals
Click Create referral, add the necessary details then click Save when finished
Tip: The referral codes available can be updated in Administration.
Note: End date is only filled in when the client is discharged from your service.
When a client stops receiving service
When the time comes for a client to stop receiving your service, you need to record their outgoing referral code in the same way you recorded the incoming referral.
Search for the client and navigate to their record’s screen
From the Records dropdown menu above the client’s list of records select PRIMHD referrals
Click Edit on the top-right of the previously entered referral form. The information originally entered will be included in your new entry
Leave the pre-populated information and enter the end date (when your client finished receiving your service) and select the appropriate outgoing referral code
Click Save when finished
Updating referral for return to service
If a discharged client returns to receive your service in the future, you can create a new PRIMHD referral for them in the same way as above. Click Create referral, enter the necessary details and click Save when finished.
Creating PRIMHD records
A new client record requires specific details before being ready for submission to PRIMHD.
There are a total of four PRIMHD record types, each with different information required. The fields presented when you select a record type all need to have information entered unless indicated otherwise.
Create a new record or edit an existing record that hasn’t yet been signed
Toggle on PRIMHD, then enter the required information using the provided dropdown menus and text fields
Fill in your client record as usual
When finished click Save and review
If you are satisfied that the record is complete, sign the record by clicking Sign
Note: If the PRIMHD details are not complete you will not be able to sign the record
Once completed and signed, PRIMHD records will populate a Pending list within PRIMHD reporting, outlined below.
PRIMHD reporting area of Noted
Submitting PRIMHD reports to the Ministry of Health is done directly between Noted and it’s PRIMHD portal. Once created and completed, records are compiled in a pending list of records which is automatically submitted on the 19th of each month.
Once submitted to the Ministry of Health these are then moved to Reports under review. Upon confirmation, sent directly from the Ministry of Health, these records are then moved to Completed records.
To view your PRIMHD reports, including pending records, reports under review, returned reports and completed reports, open the Switcher and select PRIMHD from the options.
Pending section
The Pending section of PRIMHD reporting includes signed records that are due to be submitted directly to the Ministry of Health.
All pending records are submitted automatically on the 19th of each month. You can also manually submit records at any time.
Tick which records you would like to submit
Click Submit
Successfully submitted records awaiting confirmation from the Ministry of Health are found in the Under review section
Under review section
Submitted reports are listed in Under review until the Ministry of Health returns an acknowledgement for these.
Returned section
Once an acknowledgement is received from the Ministry of Health the records move to the Returned list.
If there are errors in the record that need to be amended these will be indicated. Information can be updated and each error marked as fixed before the record is returned to the Pending list.
If all information is deemed correct this will be indicated and you can mark these as complete to have them transferred to your list of Complete PRIMHD reports.
Complete section
All completed reports can be found here when necessary.