Premier | How To Setup Patch Tests
🔍 Summary
Premier allows patch tests to be configured so that staff are alerted during booking and arrival if a patch test is required. This ensures compliance with safety procedures and prevents clients from receiving treatments without the necessary checks.
❓ Likely Scenario
- A client is able to book or receive a treatment without a patch test
- Alerts for failed or missing patch tests are not appearing for staff
- New patch test types need to be added or updated per site
🛠️ Process Overview
Patch Test Types are created and managed via Administrator or Configuration. Each patch test type can have specific rules per site, including how long a test is valid and how staff are alerted for failed or missing tests.
✅ Step-by-Step Instructions
Access Patch Test Setup
- Open Administrator and navigate to Initial Setup Menu, then select Patch Test
- Alternatively, use Configuration and select Patch Test
- Click Green Plus to create a new patch test type
- Enter a description for the patch test
- Click Green Tick to confirm
Configure Patch Test Rules per Site
- Select the Site Details tab
- Select the relevant site
- Enter the required values:
- Duration – Days Between Testing: number of days a completed patch test remains valid
- Duration – Days Before Appointment: number of days prior to an appointment that a patch test must be completed
Define Severity Levels
- Deny – prevents a guest from booking or arriving for an appointment if the patch test failed or is incomplete. Staff will be blocked from proceeding
- Warn – alerts staff at booking and arrival if a patch test has failed or is incomplete
🧠 Important Notes
- Patch tests must be configured per site to reflect local policies
- Using Deny ensures strict compliance, while Warn provides advisory alerts
- All staff should be trained to follow the alerts to prevent treatment errors
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