2. Organisations

You will be able to see the Organisations tab if you have been assigned the ‘Organisation Management’, or the ‘User Management’ role, when logged into the PMHC MDS on https://pmhc-mds.net.

If you believe you should have access to an organisation and it doesn’t appear in your list please contact someone who has the ‘User Management’ role in that provider organisation or the provider organisation’s commissioning PHN.

If you are unsure who has the ‘User Management’ role please email the PMHC helpdesk at support@pmhc-mds.com.

After navigating to the Organisations tab, you will be presented with a list of top level organisations for which you have been assigned the ‘Organisation Management’ or the ‘User Management’ role.

PMHC MDS Organisations

2.1. Viewing a PHN

You can view a PHN organisation’s details through the Organisations tab, by following these steps:

  1. Navigate to the Organisations tab

  2. Click on the PHN name in blue text displayed within the table

The PHN organisation’s details will be displayed, along with the Provider Organisations tab. If you have the ‘User Management’ role, a ‘Users’ tab listing the users that belong to this PHN will also be included.

PMHC MDS View Organisation

2.2. Searching for a Provider Organisation

You can search for a provider organisation by sorting and filtering the provider organisations of a PHN. Follow these steps:

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisations tab

    PMHC MDS View Organisation

  4. Sort the listed provider organisations by simply clicking on a column header of the Provider Organisations table. Alternately, you can click on the arrow beside a column header for more sort options, as follows:

    • Sort Ascending

    • Sort Descending

    • Remove Sort

    • Hide Column

You can also show or hide columns by unselecting and reselecting the items listed after pressing the Show/Hide button.

PMHC MDS Provider Organisations Show/Hide

To filter the listed provider organisations:

  1. Click the grey Filters button

  2. Start typing in any of the column header edit boxes now displayed above the column headers

  3. Click the blue Apply button

    PMHC MDS Provider Organisations Filter

  4. To remove the filters, click the black cross on the applied filter name or the Clear all button if more than one filter is applied

    PMHC MDS Provider Organisations Filter

2.3. Viewing a Provider Organisation

You can view a provider organisation’s details through the Organisations tab, by following these steps:

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisations tab

  4. Click the provider organisation’s name from the View Provider Organisations table

    PMHC MDS View Provider Organisation

2.4. Adding a Provider Organisation

If you have the ‘Organisation Management’ role you can add provider organisations through the organisation tab by following these steps:

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisations tab

  4. Click the Add Provider Organisation tab

    PMHC MDS Add Provider Organisation

  5. Complete all the mandatory fields marked with an * in the form

  6. Click the blue Save button

  7. You will receive confirmation that the organisation has been saved, and it will now be displaying in the PHN’s Provider Organisations list

    Provider Organisation Saved Successfully

2.5. Editing a Provider Organisation

If you have the ‘Organisation Management’ role you can edit a Provider Organisation’s details through the organisation tab, by following these steps:

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

    PMHC MDS View PHN

  3. Click the Provider Organisation tab

  4. Click the Provider Organisation name in blue text displayed within the table

    PMHC MDS View Provider Organisation

  5. If you have permission to edit the Provider Organisation an Edit Details tab will be displayed

  6. Click the blue Edit button

    PMHC MDS Edit Organisation

  7. Update the organisation’s details. Mandatory fields are marked with an *

  8. Click the blue Save button

  9. You will receive confirmation that the updated organisation details have been saved

    Updated Provider Organisation Saved Successfully

2.6. Inactivate a Provider Organisation

You can make a provider organisation inactive by entering an End Date in the provider organisation details. The End Date can be in the future.

Once an end date is saved, there will be a 90 day grace period, in which the users of this inactive provider organisation can finalise adding their data. Users of an inactive provider organisation will not be able to add data after the grace period has passed.

Please note: Service Contact data and Outcome Collection Occasion data will not be able to be recorded after an organisation’s end date.

Please note: Only organisations that are active within a reporting period will be displayed in the reports organisation field.

2.7. Viewing an inactive Provider Organisation

You can view an inactive provider organisation’s details through the Organisations tab, by following these steps:

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisations tab

  4. Select the Include inactive organisations checkbox

  5. Click the provider organisation’s name from the table

Inactive organisations will be displayed with a ZZZ icon and will be greyed out.

PMHC MDS View inactive Provider Organisations

2.8. Deleting a Provider Organisation

You cannot delete a provider organisation. If you believe an organisation should be deleted please email support@pmhc-mds.com.

Please note that a provider organisation cannot be deleted if it contains any data within the PMHC MDS. Data can be reviewed through Data Extract and Reports. To delete data in bulk, please refer to Deletion of data via an upload file. If you wish to delete data record by record, please see Deletion of client data via data entry.

2.9. Provider Organisation Sites

When a provider organisation operates out of multiple sites within a commissioning PHN you can capture which site provided the service contact.

If you have the ‘Organisation Management’ role you can view and modify an provider organisation’s sites details through the Organisations tab, by following these steps:

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisation tab

  4. Click the Provider Organisation name in blue text displayed within the table

  5. Click the Sites tab

    PMHC MDS Provider Organisation Sites

Where sites have been defined for a Provider Organisation, a drop down list containing each of the sites is now displayed on the Service Contact tab in Data Entry and the site name will be accepted in an upload file.

2.9.1. View the details of a Site at a Provider Organisation

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisation tab

  4. Click the Provider Organisation name in blue text displayed within the table

  5. Click the Sites tab

  6. Click the Site name in blue text displayed within the table

    PMHC MDS Provider Organisation View Sites

2.9.2. Add a Site to an Provider Organisation

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisation tab

  4. Click the Provider Organisation name in blue text displayed within the table

  5. Click the Sites tab

  6. Click the Add New Sites tab

    PMHC MDS Provider Organisation Add Sites

  7. Complete the site name fields marked with an * in the form

  8. Click the blue Save button

  9. You will receive confirmation that the site has been saved, and it will now be displaying in the Provider Organisation’s Sites list

    PMHC MDS Provider Organisation Site Saved Successfully

2.9.3. Edit a Site at a Provider Organisation

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisation tab

  4. Click the Provider Organisation name in blue text displayed within the table

  5. Click the Sites tab

  6. Click the Site name in blue text displayed within the table

  7. Click the Edit Details tab

    PMHC MDS Provider Organisation Edit Sites

  8. Click the Edit Key button

  9. Complete the new site name in the New Site Key field

    PMHC MDS Provider Organisation Edit Sites Key

  10. Click the Next button

  11. Click the Save button. (Or click Back button to edit the new key, or click the X (in the top left corner) to not change to the site name.)

  12. You will receive confirmation that the site has been saved, and it will now be displaying in the Provider Organisation’s Sites list

PMHC MDS Provider Organisation Site Saved Successfully

2.9.4. Delete Sites from an Provider Organisation

  1. Navigate to the Organisations tab

  2. Click the PHN name in blue text displayed within the table

  3. Click the Provider Organisation tab

  4. Click the Provider Organisation name in blue text displayed within the table

  5. Click the Sites tab to view the sites

  6. Click the Site name in blue text displayed within the table

  7. Click the red Delete button

    PMHC MDS Provider Organisation Delete Sites

  8. Click the blue Confirm button (or click the Cancel button if you decide not to delete the site name)

    PMHC MDS Provider Organisation Delete Sites Confirm

  9. You will receive confirmation that the site has been deleted, and it will then be removed from the Provider Organisation’s Sites list

    PMHC MDS Provider Organisation Delete Site Successful