Administrator Quick Start Guide

Administrator Quick Start Guide

Welcome to VestMed! This quick start guide will help you set up and manage your respiratory protection program efficiently. Follow these steps to get your program running smoothly.

Step 1: Initial Setup (Day 1)

Account Configuration

1. Complete Organization Profile
   • Navigate to Settings → Organization
   • Enter company name, address, and contact information
   • Select your primary industry
   • Set your timezone
2. Configure Notification Preferences
   • Go to Settings → Notifications
   • Set email alerts for expiring clearances
   • Configure fit test due date reminders
   • Enable compliance alerts

Step 2: Add Employees

Bulk Import (Recommended)

1. Navigate to Employees → Import
2. Download the CSV template
3. Fill in employee information
4. Upload completed CSV file

Step 3: Medical Clearance Process

1. Send medical questionnaires to employees
2. PLHCP reviews and provides clearance
3. Upload clearance letters to system
4. System updates employee status

Step 4: Schedule Fit Testing

1. Configure fit test settings
2. Select medically cleared employees
3. Choose date and time
4. Record fit test results

Best Practices

• Set Up Reminders: Configure automated reminders
• Stay Proactive: Schedule tests before expiration
• Document Everything: Keep detailed records