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.

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.

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

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.

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

   

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

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

   

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

   

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

   

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

   

3. Click the Provider Organisation tab

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

   

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

4. Click the blue Edit button

   

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

5. Click the blue Save button

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

   

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.

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.