3. 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 organisation 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

3.1. 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 list.

The PHN organisations details will be displayed, along with a provider organisations tab. If you have the ‘User Management’ role will also include a ‘Users’ tab listing the users that belong to this PHN.

PMHC MDS View Organisation

3.2. 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 on the PHN name in blue text displayed within the table list.
  3. Click on 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

To filter the listed provider organisations:

  1. Click the grey ‘Filters’ button.

  2. Start typing in an edit box now displayed under the column headers.

    PMHC MDS Organisations Filter
  3. To remove the filter, click the grey cross within the edit box beside any entered text.

3.3. 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 on the PHN name in blue text displayed within the table list.

  3. Click on the ‘Provider Organisations’ tab.

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

    PMHC MDS View Provider Organisation

3.4. 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 on the PHN name in blue text displayed within the table list.

  3. Click on 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 add Provider Organisation form.

  6. Click the blue ‘Save’ button.

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

3.5. 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 on the PHN name in blue text displayed within the table list.

    PMHC MDS View PHN
  3. Click on the ‘Provider Organisation’ tab.

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

    PMHC MDS View Provider Organisation
  1. If you have permission to edit the Provider Organisation an ‘Edit Details’ tab will be displayed.

  2. Click the blue ‘Edit’ button.

    PMHC MDS Edit Organisation
  1. Update the organisations details. Mandatory fields are marked with an *
  2. Click the blue ‘Save’ button.

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

Updated Provider Organisation Saved Successfully

3.6. 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.

3.7. 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 on the PHN name in blue text displayed within the table list.
  3. Click on the ‘Provider Organisations’ tab.
  4. Select the ‘Include inactive organisations’ box.
  5. Click on the provider organisation’s name from the ‘View Provider Organisations’ table

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

PMHC MDS View inactive Provider Organisations

3.8. Deleting a Provider Organisation

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