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InformationNOW – Health Module- AL About this Guide This Quick Reference Guide provides an overview of the options available for InformationNOW users in the Health module. Daily Log The Daily Log displays all data entered in the health module of InformationNOW. To access the daily log go to Health | Daily Log. This screen displays an alert if the student is absent, the date, time, student, enrollment status, activity, the Status of the health activity, and the student locater binoculars. The screen may be filtered to display by: Note: Click the column heading to sort the screen by that column. Activities : All, General Medical, Health Conditions, Health Forms, Immunizations, Medical Equipment, Medications, Office Visits or Screenings. Start Date : Defaults to the current date but user may change to a past or future date. End Date : Defaults to the current date but user enter any date that is equal to or greater than the Start Date. Quick Reference Guide STI_0501131225 InformationNOW – Health Module- AL 1

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InformationNOW – Health Module- AL

About this Guide This Quick Reference Guide provides an overview of the options available for InformationNOW users in the Health module.

Daily Log The Daily Log displays all data entered in the health module of InformationNOW. To access the daily log go to Health | Daily Log.

This screen displays an alert if the student is absent, the date, time, student, enrollment status, activity, the Status of the health activity, and the student locater binoculars. The screen may be filtered to display by:

Note: Click the column heading to sort the screen by that column.

• Activities: All, General Medical, Health Conditions, Health Forms, Immunizations, Medical Equipment, Medications, Office Visits or Screenings.

• Start Date: Defaults to the current date but user may change to a past or future date.

• End Date: Defaults to the current date but user enter any date that is equal to or greater than the Start Date.

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• Record Status: All, Complete or Pending.

• Enrollment Status: Enrolled, Registered, Withdrawn, Graduated, or No Show.

• Refresh: Click Refresh to view any newly added information.

• View: To view a record, place a check next to the record and click View or click the date which appears as a blue link.

Note: Enrollment status, absence alert, and student schedule information is all current information. This information will not change based upon filter date.

Student Health

Searching For and Selecting Students • Student Search: Search for student to enter health data. Enter one or more search criteria to

filter the search results to a set of students or click Search to view all students.

Search for the student by one or more of the following criteria:

• First Name: Enter the first name of the student.

• Last Name: Enter the last name of the student.

• Student Number: Enter the student number.

• Date of Birth: Enter the birth date.

• Social Security Number: Enter the Social Security Number.

• Gender: Enter the gender.

• Phone Number: Enter the Phone Number.

• State ID Number: Enter the State ID Number.

• Grade Level: Select a grade level.

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• Homeroom: Click the Find link to search for the desired homeroom.

• Section Number: Click the Find link to search for the desired course section.

• Currently Enrolled Students: If the user places a check in the Currently Enrolled box, only students with an enrollment status of Enrolled will display.

• Student Filter: Search by Student Filter.

Student Result List Click Search.

Students may be selected by one of two methods:

• Click the blue student File No. hyperlink.

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• Place a check in the checkbox and then click View. This option will allow the user to select multiple students at once, if desired.

Student Health Screen The student health record is made up of seven tabs or screens: General Medical, Medication, Office Visits, Screenings, Imm., Health Cond/Med Equip and Forms.

• Student contact and attendance information is located at the top of the student health screen. Users may hide this information by clicking Show/Hide Contacts or Show/Hide Attendance. Contact information includes Contact Name, Relationship to the student and the student’s primary Phone Number. Contact Type displays C to indicate Is Custodian; P indicates Allows to Pickup Student; and E indicates Is Emergency Contact. Attendance information includes Date of Absence, Absence Level, Absence Reason, Absence Category, and the Periods Absent. Absence Level displays T to indicate Tardy; H to indicate Half Day/Period; HO to indicate Half Day/Period Other; A to indicate All Day/Period; AO to indicate All Day/Period Other; and IO to indicate Check In/Check Out.

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General Medical Tab • Source for Health Care: Select the student’s source of health care. Other is a text box to enter

additional clarifying information concerning the source of health care.

• Insurance Information:

o School Insurance: Check if the student receives insurance via a school-affiliated plan.

o Type: Select the type of insurance the student is receiving.

o Other Type: If the student receives insurance other than school or a Type that is available from the available list, enter the Other Type in the text field.

o Subscriber: Enter the name of the primary insurance subscriber.

o Insurance Company: Enter the name of the insurance company.

o Group Number: If associated with a group plan, enter the group number.

o Policy Number: Enter the policy number for the student’s insurance.

• Hospital/Physician Information:

o Preferred Hospital: Select the student’s preferred hospital for treatment.

o Physician Name: Click Find to search for the doctor in the census.

o Physician Phone: Automatically populated when the user selects the doctor under the Find link if the doctor has a phone number on record.

o Physician Address: Automatically populated when the user selects the doctor under the Find link if the doctor has an address on record.

• Dental Information:

o Source of Dental Care: Select the student’s source of dental care

o Dentist Name: Click Find to search for the dentist in the census.

o Dentist Phone: Automatically populated when the user selects the dentist under the Find link if the dentist has a phone number on record.

o Dentist Address: Automatically populated when the user selects the dentist under the Find link if the dentist has a phone number on record.

• Medicaid: Medicaid Tracking Number may be entered if desired.

• Authorizations: Checkboxes for Authorizations to Speak with Physician, Health Screening Participation and Release of Communicable Disease Information.

• Notes: Enter any applicable notes for the student.

Medication Tab Student medication may be entered and tracked on this screen. Once the medication has been entered the user will also have the ability for the following tasks under the Tasks bar in the upper left of the screen: Dispense Medication, Add Schedule Dispense and Add Inventory. This screen will default to display only current medications but the user may also view medications that are Expired, Discontinued, or Omitted by placing a check in the appropriate checkbox.

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• Click Add. Required fields are indicated with an asterisk (*).

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• Load Template: Click to choose a saved template from the available list. When the template is selected, certain fields such as Name, Type, Dosage, etc. will be automatically populated. However, fields (except Name) may be edited for the particular student. Templates save data entry time. Otherwise, select <Default Template> to leave all fields blank for the user to manually populate each field.

• *Name: Click Find. Medication may be searched by Medication Name, Medication Category or Medication Sub-Category. Select the desired medication for the student.

• *Type: Select from drop-down menu, either Prescription or Non-Prescription.

• *Dosage: Enter the dosage amount. User should enter the prescribe dosage for the medication. The medication unit type will be entered on the Inventory and/or Dispensing screen.

• How Admin: Use the drop-down list to select the manner in which the medication is administered.

• *Situation: Select the appropriate type: Scheduled, As Needed, Emergency, or Sliding Scale. Sliding Scale situation will allow the user to modify the dosage that is appropriate at the time medication is administered (ex. Insulin).

• Route: Select the appropriate delivery method (ex. Oral, Buccal, Nasal).

• Frequency: Select the frequency for the medication (ex. Daily, Once, Twice).

• *Start Date: Enter the start date for administering medication.

• *End Date: Enter the end date of medication.

• *Directions: Select from drop-list.

• Alert Level: When utilizing the Medication Inventory in this module, the user may enter the Amount of Medication remaining in the inventory that, when reached, will cause an alert. For example, if 5 is entered as the Alert Level, when the student’s medication amount drops to 5 or less, a Low Level Alert message will display on the Daily Log screen.

• Parent Affirmation: Check if student’s parent(s) have given written authorization for the student to receive medication or that the student is capable of self-administering the medication.

• Physician Affirmation: Check if the student’s physician has given written permission to administer medication or that the student is capable of self-administering the medication.

• Physician Name: This will populate from the General Medical tab. Alternately, the user may click Find to select another Physician. Phone will be automatically populated if the doctor has a phone number listed on their census record.

• Omit/Discontinue Record: This option is inactive until the record is marked as completed and saved.

• Template: To save the selected data as a template that may be used later when entering student medications, check the Save As Template box. In the field provided, enter a Template Name. Once a template is saved, it will be available from the Template drop-down box at the top of the screen when the user creates additional Medication records.

• Complete: If all of the data for this medication has been entered, check Complete.

• Click OK to save the record.

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Click OK to add inventory for this medication or Cancel to exit and return to the Medication screen. For details regarding adding inventory, see “Add Inventory” on page 13.

Tasks Once a medication record has been created, additional options are available under the Tasks menu on the left hand side of the Medication tab.

Help Click to access online help.

Student Locator Click to view the student’s schedule to determine the class the student should be in at the selected time.

Print Screen Click to send a copy of the current screen to the printer.

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Add Dispense Scheduled medications may be dispensed from multiple screens. Once the medication has been scheduled, the user may access the dispense record from one of the following:

• Daily Log screen:

• Medication screen:

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To add the dispense record from the Medication screen, the user should place a check next to the medication to be dispensed and click Add Dispense under the Tasks menu on the left.

The Add Dispense screen will display.

• *Time: Enter time medication is dispensed. The time will default to the current time, but this field may be edited.

• *Administered By: Use the drop-list to select the user type administering the medication.

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• Reason for Not Dispensing: Use the drop-list to select the reason for not dispensing the medication.

• Notes: Enter any notes that may be appropriate.

• Number of Units Dispensed: Enter the amount of unit(s) dispensed. This field will accept up to three decimal points. The field will default to number of units entered on the Inventory screen. If the user uses selects a Reason for Not Dispensing, the Number of Units Dispensed field will change to 0.00.

Note: Once a dispense record is completed, the Omit/Discontinue Record fields will become active.

• Omit/Discontinue Date: Enter the appropriate date or click the ellipsis button and select from the calendar.

• Action: Select to either Omit or Discontinue.

• Omit/Discontinue Reason: Use the drop-list to choose the appropriate Omit or Discontinue Reason.

Once all dispensing information has been entered, the user should check the Complete box to complete the record. Pending dispense records will display with the word Dispense and completed dispense records will display with the word Dispensed.

Editing Dispense Record To edit an existing dispense record, from the Medication screen, click the + sign to expand the medication.

Then click the dispense record description that appears as a blue link.

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Add Schedule Dispense Adding a scheduled dispensing record will create a medication dispensing record for every day in the school calendar that is within the starting and ending date of the medication entered for that student These dispensing records will display on the daily log and on the medication screen.

• *Time: Defaults to current time, but the user may enter another time at which the medication is to be dispensed.

• Check the day(s) on which medication is to be given.

• Notes: Enter any additional dispensing details as needed.

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Check Complete to complete the record and click OK. If the checkbox is not marked, the record will remain in Pending status.

Note: Once a dispense record is completed, the Omit/Discontinue Record fields will become active.

• Omit/Discontinue Date: Enter the appropriate date or click the ellipsis button and select from the calendar.

• Action: Select to either Omit or Discontinue.

• Omit/Discontinue Reason: From drop-down list choose the appropriate Omit or Discontinue Reason.

Note: When the Scheduled Dispensing Record is created, it uses the existing school calendar to create the dispensing records for the medication. If the school calendar is modified at a later time due to weather days, emergency days, etc., the user will be able to synchronize the scheduled dispensing record with the new calendar. This option is available under Health | Utilities | Synchronize Medication Schedule with School Calendar.

Add Inventory If medication has been supplied for the student, inventory may be created. From the Medication tab, click Add Inventory under the Tasks menu on the left.

Required fields are indicated with an asterisk (*).

• *Date: This will default to current date, but may be edited.

• *Time: This will default to current time, but will allow user to edit.

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• *Amount: Amount of medication parent brought.

• Unit Type: Select from the drop-down the unit type for the medication (pills, tablets, etc.).

• Expiration: Date on which the medication expires (as noted on the bottle).

• Rx Number: Enter the number of the prescription located on the prescription bottle.

• Storage Location: From the drop-list, select the appropriate location.

• Pharmacy Number: Enter the phone number of the pharmacy.

• Pharmacy Name: Enter the name of the pharmacy that filled the prescription.

• Notes: Allows user to type notes about medication or special instructions.

• Number of Units per Dispensing: Enter the number of units that will be dispensed. This number will be subtracted from the oldest active inventory when medication is dispensed. If a Reason for Not Dispensing is selected, this number will not be subtracted from the inventory.

• Return to Parents: Check the box if medication has been returned to the parents.

• Date: Enter the date on which the medication was returned.

• Time: Enter the time at which the medication was returned.

• Amount: Enter the amount of medication returned to parents.

• Unit Type: Select the appropriate unit from drop-down list. (Unit type will be pulled from the Inventory Record and will not need to be populated).

• Method of Return: Type in the manner in which the medication was returned. (Although there is no asterisk next to this field – it is a required field for medication returned.)

• Omit/Discontinue Date: Enter the appropriate date or click the ellipsis button and select from the calendar. Only Completed records may be omitted or discontinued.

• Omit/Discontinue Action: Use the drop-list to select to either Omit or Discontinue.

• Omit/Discontinue Reason: From drop-down list, choose the appropriate Omit or Discontinue Reason.

Note: Once a medication record has been omitted or discontinued, any pending Dispense Medication records are removed from the Daily Log.

Office Visits Tab Student visits to the health office may be tracked on this screen. From the Office Visits tab, click Add.

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Required fields are indicated with an asterisk (*).

• Load Template: Click to choose a saved template from the available list. When the template is selected, certain fields will be automatically populated. Templates save data entry time. Otherwise, select <Default Template> to leave all fields blank for the user to manually populate each field.

• *Date: Defaults to the current date. If the date of the office visit is not the current date, the user may click the ellipsis button and select the correct date.

• *Time In: Defaults to the current time. If the time of the office visit is not the current time, the user should enter the correct time in the 02:30 PM format.

• *Time Out: This is a required field that must be entered prior to saving the entry as a completed record.

• Upper Blood Pressure: Enter Upper Blood Pressure.

• Lower Blood Pressure: Enter Lower Blood Pressure.

• Temperature: Enter Temperature.

• Blood Sugar: Enter Blood Sugar Level.

• Respiratory: Enter Respiratory Rate.

• Pulse Rate: Enter Pulse Rate.

• Pulse Oximetry: Enter Pulse Oximetry.

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• Referred By: Click Find to access the staff member who referred the student for the office visit.

• Examiner: This will default to the staff member logged into the application.

• Chief Complaint: In the text box, enter a brief description of the student’s chief complaint (ex: headache, sore throat, etc.).

• Symptom: Highlight the symptom or symptoms that are present for the student. Highlight multiple symptoms by holding down the Ctrl key and clicking on the desired symptoms.

• Procedure: Highlight the procedure or procedures that are performed for the student. Highlight multiple procedures by holding down the Ctrl key and clicking on the desired procedures.

• Treatment: Highlight the treatment or treatments that are performed for the student. Highlight multiple treatments by holding down the Ctrl key and clicking on the desired treatments

• Outcomes: Highlight the outcome or outcomes that are performed for the student. Highlight multiple outcomes by holding down the Ctrl key and clicking on the desired outcomes.

• Notes: Use the text box to enter any additional information about this office visit.

• Omit/Discontinue Record: This option is inactive until the record is marked as completed and saved.

• Template: To save the selected data as a template that may be used later when entering student medications, check the Save As Template box. In the field provided, enter a Template Name. Once a template is saved, it will be available from the Template drop-down box at the top of the screen when the user creates additional Medication records.

• Complete: If all of the data for this medication has been entered, check Complete.

• Save as Template: This feature allows user to save information entered on this office visit record as a template for future office visits. This feature is useful if tracking daily office visits for a student with scheduled procedures; for instance, students who are diabetic and require insulin, or students with g-tube feedings, for whom the Reasons are repeated daily. The time-specific information in the Date/Time and Vital Signs areas would not be included in the saved template. To save the template, check Save as Template and enter a unique name such as AdamsGTube. Then, in the future, when the Adams student came in for a GTube feeding for example, the user cam simply load this template and enter the time-specific information.

Note: After all information has been entered check Complete.

Viewing an Existing Office Visit • Check the box next to the office visit to view and click View.

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• All fields except the Omit fields will be grayed out. Once an entry is marked Complete, the user may enter Omit information.

Screenings Tab Student screenings such as Auditory, Drug Test-Random, Drug-Test-Specific, Fitness and Hearing may be entered on the Screening tab. The following are samples of various screenings.

To insert a new screening record, select the type from the available list (ex. Auditory) and click Add.

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Auditory Screening To insert a new auditory screening record, select Auditory from the Screening list and click Add. Required fields are indicated with an asterisk (*).

• Load Template: Allows users to load a saved Auditory screening template.

• *Type: Choose the screening type from the drop-down box.

• *Results: Choose the screening result from the drop-down box.

• *Date: Date will default to current date but user may enter a different date

• *Time: Time will default to current time but user may enter a different time.

• *Grade: Enter the grade. This is a required field.

• Examiner: This will default to the staff member logged into the application

• Treatment: Select the treatment if appropriated from the drop-down box.

• Outcome: Select the outcome if appropriate from the drop-down box.

• Notes: Enter any appropriate notes for this record.

• Screening Categories: Enter the details for the appropriate category of Hearing Details, Hearing Aid, Otoscopy, Tympanogram, General or Cochlear Implant.

• Omit Record: Omit record fields are not active until the record has been marked as Complete.

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o Omit Date: Enter the appropriate date or select the ellipsis button and select from the calendar.

o Omit Reason: From the drop-down box, select the appropriate Omit Reason.

• Save as Template: The user has the option to save the screening as a template.

• Complete: Mark screening Complete.

Fitness Screening Users may track student Fitness information. To add a Fitness screening, choose Fitness in the Screening drop-down list and click Add. Required fields are indicated with an asterisk

• Load Template: Allows users to load a saved Fitness screening template.

• *Fitness Area: Select Fitness Area from drop-down

• *Fitness Test Type: Select Fitness Test Type from drop-down

• *Administered By: This will default to the staff member logged into the application

• Test Date: Defaults to current date but user has the option to change as necessary.

• *Fitness Result: Select from the drop-down box. If Accommodation is selected as the Fitness Result, an additional text box Accommodations will display.

• Grade: Enter grade level as applicable.

• Report To State: Check if this record is to be included in any applicable state reporting. Check state guidelines for details regarding required state reporting.

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• Age: Enter the age of the student at the time of the test.

• Notes: Enter notes in the text box as necessary.

• Omit Record: Omit options will be inactive until the record is marked Complete.

o Omit Date: Enter the appropriate date or select the ellipsis button and select from the calendar.

o Omit Reason: Use the drop-down list to select the appropriate Omit Reason.

• Save as Template: Save the screening as a template for future selection.

• Complete: Mark screening Complete.

Hearing Screening Users may track Hearing screenings. To do so, select Hearing in the Screening drop-down list and click Add. Required fields are indicated with an asterisk (*).

• Load Template: Allows users to load a saved Hearing screening template.

• *Type: Choose the screening Type from the drop-down box.

• *Results: Choose the screening Results from the drop-down box.

• *Date: Date will default to current date but user may enter a different date.

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• *Time: Time will default to current time but user may enter a different time.

• *Grade: Enter the grade. This is a required field.

• Examiner: This will default to the staff member logged into the application

• Treatment: Select the treatment if appropriated from the drop-down box.

• Outcome: Select the outcome if appropriate from the drop-down box.

• Screening Categories: Include Hearing Aid Checks, Hearing Test, and Threshold tabs.

• Omit Record: Omit record fields will be inactive until the record is marked Complete. o Omit Date: Enter the appropriate date or select the ellipsis button and select from the

calendar.

o Omit Reason: From drop-down, select the appropriate Omit Reason.

• Save as Template: User has the option to save the screening as a template.

• Complete: Mark screening Complete.

Height/Weight Screening Users may track height and weight, which will also report Body Mass Index (BMI). To add this information, choose Height/Weight in the Screening drop-down list and click Add. Required fields are indicated with an asterisk (*).

• *Date: Date will default to current date but user may enter a different date.

• *Grade: Enter grade level. This is a required field.

• *Height: Enter height in inches. This value will convert to feet.

• *Weight: Enter weight in pounds. This value will convert to kilograms.

• BMI: Body Mass Index will calculate when height and weight are entered.

• Examiner: This will default to the staff member logged into the application

• Outside Exam: Check if this screening was an outside exam.

• Notes: Enter any appropriate notes.

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• Treatment: Select from drop-down box if appropriate.

• Outcome: Select from drop-down box if appropriate.

• Omit Record: Omit fields will be inactive until the record is marked Complete. o Omit Date: Enter the appropriate date or click the ellipsis button and select from the

calendar.

o Omit Reason: From the drop-down list, select the appropriate Omit Reason.

• Complete: Mark screening Complete.

Scoliosis Screening The user may track Scoliosis screenings. Choose Scoliosis in the Screening drop-down and click Add. Required fields are indicated with an asterisk (*).

• Load Template: Allows users to load a saved Scoliosis screening template.

• *Type: Choose the screening type from the drop-down box.

• *Results: Choose the screening result from the drop-down box.

• *Date: Defaults to current date but user may enter a different date.

• *Time: Defaults to current time but user may enter a different time.

• *Grade: Enter the grade level. This is a required field.

• Examiner: This will default to the staff member logged into the application.

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• Outside Exam: Check if this screening was an outside exam.

• Treatment: Select the treatment if appropriated from the drop-down box.

• Outcome: Select the outcome if appropriate from the drop-down box.

• Notes: Enter any applicable notes for this screening.

• Screening Categories: o Thoracic: Enter Thoracic score here.

o Spinal: Enter Spinal score here.

• Omit Record:

o Omit Date: Enter the appropriate date or select the ellipse and select from the calendar.

o Omit Reason: From drop-down, select the appropriate Omit Reason.

• Save as Template: User has the option to save the screening as a template.

• Complete: Mark screening Complete.

Vision Screening Users may track vision screenings. To add a screening, choose Vision in the Screening drop-down list and click Add. Required fields are indicated with an asterisk (*).

• Load Template: Allows users to load a saved Vision screening Template.

• *Type: Choose the screening type from the drop-down box.

• *Results: Choose the screening result from the drop-down box.

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• *Date: Defaults to current date but user may enter a different date.

• *Time: Defaults to current time but user may enter a different time.

• *Grade: Enter the grade level. This is a required field.

• Examiner: This will default to the staff member logged into the application.

• Outside Exam: Check if this screening was an outside exam.

• Treatment: Select the treatment if appropriated from the drop-down box.

• Outcome: Select the outcome if appropriate from the drop-down box.

• Notes: Enter any applicable notes for this screening.

• Screening Categories: Vision screening categories include Vision Testing and Test Results.

• Omit Record: o Omit Date: Enter the appropriate date or select the ellipse and select from the calendar.

o Omit Reason: From drop-down, select the appropriate Omit Reason.

• Save as Template: User has the option to save the screening as a template.

• Complete: Mark screening Complete.

Immunizations Tab The Immunizations tab allows users to track immunizations and determine compliance according to state immunization guidelines.

• Original Issuer: Enter the Agency issuing the Immunization Certificate.

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• Expiration Date: Use the ellipsis button to browse to the expiration date entered on the certificate.

• Standard: Check if this considered standard.

• Notes: Enter any applicable notes for this immunization record.

Entering Immunization Information Select the Shot Type(s) and click View.

• The name of the shot will display at the top of the screen. Click Add.

• Enter the Immunization Date and click Create. If multiple dates are to be entered, enter each date and click Create until all dates for that shot type have been entered.

• Click Cancel when all dates for that shot type have been entered. If multiple immunization Shot

Types were selected, once the user has entered all the dates for the first shot type, click OK and the

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next Shot Type screen will display. Once the dates for the required immunizations have been entered the compliance status will be updated to reflect the entered immunization dates.

Note: Compliance for Varicella may be in the form of the required immunization shots or documentation that the student had the disease. To document that the student has had the disease, check Had Chickenpox and enter date of the disease.

• Immunization Override Tab: If a student has a religious or medical exemption for an immunization, the user may enter this exemption on the Immunization Override tab.

• Select Override Type from the drop-down. Enter the Start Date for the exemption. End date is not required field. The exemption will become effective on the start date and end on the end date. If applicable, enter the child’s Next Shot Date.

• Enter any Notes pertaining to this exemption.

• Once the override information has been entered for the immunization, the student’s Immunization Compliance status for that immunization type will be either M for Medical Exemption or R for Religious Exemption.

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Health Cond/Med Equip Tab The Health Cond/Med Equip tab is used to enter student Health Conditions, Alerts for those Health Conditions and Needed Medical Equipment for students.

Health Conditions Click Add to enter a Health Condition or select an existing condition and click View to open the record.

• Health Condition: Select the appropriate health condition from the drop-down box.

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• Display Alert: Check if this health condition should be marked as an alert.

• Description: Provide a short description of the health condition.

• Medication: Provide any medications that might be given to treat the health condition

• Treatment: Provide up to 500 characters describing any treatment procedures that are associated with the health condition.

• Note: Provide up to 500 characters of any notes that might pertain specifically to this student’s health condition.

• Omit Record: Omit fields will be inactive until the record has been marked Complete. o Omit Date: Enter the appropriate date or click the ellipsis button and select from the

calendar.

o Omit Reason: From the drop-down list, select the appropriate Omit Reason.

• Complete: Mark screening Complete.

Note: Only health conditions marked as an alert and marked complete will display with the Medical Alert symbol.

Medical Equipment If a student requires medical equipment, this information may be entered on this screen. The user would select the appropriate equipment from the drop-down box.

• Medical Equipment: Select the appropriate equipment from the available list.

• Notes: Enter any applicable notes for this equipment record.

• Omit Record: Omit fields will be inactive until the record is marked Complete. o Omit Date: Enter the appropriate date or click the ellipsis button and select from the

calendar.

o Omit Reason: From the drop-down list, select the appropriate Omit Reason.

• Complete: Mark screening Complete.

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Forms Tab The Forms tab allows access to health care plans. Click Add to insert a new form. Select the Health Care Form from the available list and click Load.

Once the Health Care Plan has been selected, click Load. The selected plan will display on the screen.

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Enter the appropriate information for the student’s health care plan and click OK to save. Health care plans may be left in a pending status to allow the information to be updated when necessary.

• Details: Enter the appropriate information for the student on the health care plan.

• Omit Record: Omit fields will be inactive until the record has been marked Complete. o Omit Date: Enter the appropriate date or click the ellipsis button and select from the

calendar.

o Omit Reason: From the drop-down list, select the appropriate Omit Reason.

• Complete: Mark screening Complete.

Note: if working on multiple students with health care plans, the user is advised to select Clear prior to selecting the new Health Care Plan to be used.

Printing Health Care Plans Currently, there is no Print option for Health Care Plans. Health Care Plans may be printed by highlighting the entire text of the plan, right-clicking and selecting Copy. Open a blank Microsoft Word® document and Paste the text into the document. Print the Health Care Plan from Microsoft Word®.

Viewing Health Care Plans in Classroom Beginning with the summer 2012 update, users will have the option to allow for viewing the health care

plans in Classroom and other modules in InformationNOW. When a user clicks the Alert icon the screen will display the medical alert and also any health care plans assigned to the student.

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Mass Manage Mass Assign allows the user to assign Health Screenings and Fitness Screenings to all or selected students. To access this feature select Health | Mass Manage. Choose either Screenings and Results or Fitness Screenings and Results.

Mass Assign Screenings This wizard allows the user to add screenings in mass for a group of students. Go to Health | Mass Manage and click Mass Assign Screenings.

• Enter search criteria and click Next.

• A list of resulting students will display. Use Add >, Add All >>, < Remove or << Remove All to move the students to the right side of the screen who are to receive the screening.

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• Click Next.

o *Screening Area: This will allow the user to select the screening area for which to mass assign results.

o *Date: This will default to current date, but will allow user to edit.

o *Type: Select the appropriate location from the screening type

o *Time: This will default to current time, but will allow user to edit

o *Results: Choose the Screen Result from the drop-list

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o *Administered By: this will default by login, but click Find and search for the examiner from the staff bank.

o Outside Exam: Check if this screening was an outside exam.

o Notes: Allows user to type notes about medication or special instructions.

o Complete: Check if the screening is now complete.

• Click Assign to assign screenings to students.

• A result screen will display.

• Click Complete.

Mass Assign Fitness Screenings This wizard allows the user to mass enter fitness screenings and results. Results may be entered individually or as a group through the Assign result to all students option. Go to Health | Mass Manage and click Mass Assign Fitness Screenings. Enter search criteria and click Next.

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• A list of resulting students will display. Use Add >, Add All >>, < Remove or << Remove All to move the students to the right side of the screen who are to receive the screening.

• Click Next.

• *Mass Assign Results: Select whether you would like to assign result to all students or assign individual student results

• *Date: Defaults to current date but may be edited.

• *Fitness Area: Select the appropriate fitness area from the drop-down.

• *Fitness Test Type: Select the appropriate fitness test type from the drop-down.

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• Score Type: A score type column will populate to the left of the fitness results column based upon the fitness area and fitness test type selected by the user. User will use this column to enter the students score on the fitness assessment.

• *Fitness Results: The fitness result will automatically populate based upon the score entered by the user or the user may select to (override) the fitness result by selecting from the drop-down list.

• *Administered By: Defaults to current login but user may click Find and search for the examiner from the staff.

• Notes: Allows user to type notes about fitness assessment or special instructions. The user will be able to view these notes on the Fitness Screening Report when the Report Type is set to Detailed.

• Accommodations: Allows user to specify any special accommodations made for student(s) when administering the fitness assessment.

• Once all required fields are populated and a result has been selected for either each student or all students click assign to view the results.

• Click Complete.

Mass Edit Fitness Screenings This wizard allows the user to edit fitness screenings and results that have already been assigned in mass. Results may be edited for any group of students based upon date of fitness test, fitness area tested, or the fitness test type. Go to Health | Mass Manage and click Mass Edit Fitness Screenings. Enter search criteria and click Next.

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• A list of resulting students will display. Use Add >, Add All >>, < Remove or << Remove All to move the students to the right side of the screen who are to receive the screening.

• Click Next.

• Use date range function, Fitness Area selection, or Fitness Test Type selection to pull up assigned fitness records to edit.

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• Once results have populated screen, user will then be able to edit the records as desired.

• If a previously assigned record has been marked as complete, the user will need to click the records Date hyperlink to go into the record | omit the record | and then modify the record.

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• If the records have not been marked as complete, the user may edit the assigned record as needed without having to omit. The user may choose to click the Date hyperlink to bring up the individual screening record and edit it or choose to edit the result, add notes, add accommodations, and/or mark the record as complete directly from the Mass Edit Fitness screen.

• Once the necessary changes have been made to the assigned fitness records, the user will click Save to save the results.

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• Once the changes have been saved, a results screen will appear for the user to review the records

that have been modified.

• Click Complete.

Mass Assign Immunizations This wizard allows the user to add immunizations in mass for a group of students. Go to Health | Mass Manage and click Mass Assign Immunizations. Enter search criteria and click Next.

• A list of resulting students will display. Use Add >, Add All >>, < Remove or << Remove All to move the students to the right side of the screen who are to receive the screening.

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• Click Next.

• The user may select the desired Immunization Type and Immunization Date to assign to the selected students or choose an Override Type to assign to the selected students. If the user wishes to mass assign an immunization override, an Override Start Date must be provided.

• Click Assign to assign immunization dates or overrides to students.

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• A result screen will display.

• Click Complete.

Reports Health-based reports are available for information entered in the health module. Selected health reports may be generated from the Daily Log or from student health screens.

Format All health reports are also available under Health | Reports. Reports default to the .PDF format, but the user may select to generate the report in Excel or XML formats.

Note: When selecting report options, if the report type is set to Detailed, the report will include the Notes that were entered on the student health-related record.

Save To Working Filter Many reports in InformationNOW provide an option to save the report parameters as a working filter. Selecting Save to Working Filter will save the results of the report to the user's working filter; if this option is selected, choose one of the two following options:

• Append to Existing: Add the results of the report (as a union/or) to My Working Filter.

• Overwrite Existing: Replace My Working Filter with the results of the report as a new working filter.

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Alabama School Entry Survey The Alabama School Entry Survey report is a report used to report the school’s immunization status. The report is completed in the fall.

• *Date to Check: Date used to compare certificate expiration date.

• *Person Completing the Form:

o *Name: Defaults to user that is logged in but may be changed using Find link.

o *Phone Number: Enter phone number of person completing the form.

• *Contact and Return Information:

o *Please Call: Defaults to the user that is logged in but may be changed using Find link.

o *Phone Number: Enter the phone number of the contact person.

o *Return Survey By: Enter date survey is to be returned.

o *Return To: Defaults to user currently logged in but may be changed using Find link.

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Daily Log Allows the user to create a report for daily log entries. Click Daily Log.

• Activities: Select All, a specific activity, or multiple activities. To select multiple activities, press and hold the Ctrl key and select each one.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Group By: User may group by Date, Activity or Student.

• Record Status: Select All, Complete or Pending.

• Start Date: Select the desired start date by clicking on the ellipsis button.

• End Date: Select the desired end date by clicking on the ellipsis button.

• Withdrawn Students: Check to include students who are currently withdrawn on the report.

• Count/Group: Check to include a count of students by group.

• Count of Log Entries: Check to include a count of log entries.

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Fitness Screening The Fitness Screening report allows the user to create a report of the student fitness screenings.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Group By: User may group by Student Name, Grade Level or Homeroom.

• Fitness Test Type: Select All or an individual test type.

• Results: Select All or an individual result.

• Record Status: Select All, Complete or Pending.

• Fitness Area: Select All or an individual fitness area.

• Student Status: Select to include Enrolled Only, Registered Only or Registered And Enrolled.

• Start Date: Select the desired start date by clicking on the ellipsis button.

• End Date: Select the desired end date by clicking on the ellipsis button.

• Report Type: Select to print Simple or Detail. Detail will include screening notes that were entered on the individual student screening records.

• Record Count: Check to include a count of the screening records.

• Student Count: Check to include a count of students in the report.

• Results By Type Breakdown: Check to include a breakdown of results by type.

• Withdrawn Students: Check to include students who are currently withdrawn on the report.

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Health Assessment Create a report of student health assessment records including insurance type, health conditions and medical equipment.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• Report Type: Select to print Simple or Detail. Detail will include notes that were entered on the individual student records.

• Group By: User may group by Student Display Name, Grade Level or Homeroom.

• Student Status: Select to include Enrolled Only, Registered Only or Registered And Enrolled.

• Insurance Type: Select All, a specific activity, or multiple types. To select multiple types, press and hold the Ctrl key and select each one.

• Health Conditions: Select All, a specific condition, or multiple conditions. To select multiple conditions, press and hold the Ctrl key and select each one.

• Medical Equipment: Select All, a specific equipment, or multiple equipments. To select multiple equipments, press and hold the Ctrl key and select each one.

• Withdrawn Students: Check to include students who are currently withdrawn on the report.

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Health Conditions Create a report for health conditions.

• Health Conditions: Select All or choose a specific health condition. To select multiple conditions, press and hold the Ctrl key and select each one.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Report Type: Select to print Simple or Detail. Detail will include notes that were entered on the individual student records.

• Group By: User may group by Student Display Name, Health Condition, Grade Level or Homeroom.

• Record Status: Select All, Complete or Pending.

• Withdrawn Students: Check to include students who are currently withdrawn on the report.

• Report Breakdown: Check to include a breakdown by health condition.

• Alerts Only: Check to include only health conditions that have been checked as alerts.

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Immunization Certificate Generate a list of students who have No Shots Entered, Missing Expiration Dates and Expired Immunizations Certificates. This report will assist users in making sure students are compliant for all required immunizations.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• Report Type: Select to print Missing Expiration, Expired Certificate or No Shot Records.

• Expired As Of: If generating for report type of Expired Certificate, select the date as of which the certificate is expired.

• Student Status: Choose to report for Enrolled Students, Registered Students or both Registered and Enrolled Students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Withdrawn Students: Check to include students who are currently withdrawn on the report.

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Immunization Compliance Generate a list of student immunization compliance for state-required immunizations. The user has the option to check immunizations for Grade Level +1, which reports compliance for students using the next grade level compliance rules. This report will assist the user in planning for next school year immunization compliance issues.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• Academic Session Year: Choose an academic session year from the drop-down list.

• Academic Sessions: Choose All or select an academic session within the academic session year.

• Immunizations: Choose to list all immunizations or select specific immunizations by pressing the Ctrl key and clicking each to item to include.

• Status: This option allows the user to report by status of the Immunization Compliance. Multi-selection is allowed.

• Order by: Select to order the report by Student Name, Age, Grade, Homeroom or Student Number.

• Compliance Date: Select a date parameter for the report if desired.

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• Check Grade Level +1: Check to report compliance for students using the next grade level compliance rules.

• Include Check Pox Count: Check to include a count of students who had chicken pox.

• Student Status: Choose to report for Enrolled Students, Registered Students or both Registered and Enrolled Students.

• Immunization Dates: Check to include not only the shot names and compliance status but also any dates for which the student received an immunization.

• Summary: Check to include a summary of immunizations.

• Withdrawn Students: Check to include students who are currently withdrawn on the report.

Medical Equipment Prints a report of students who have specialized medical equipment records on file.

• Medical Equipment: Select All, a specific equipment, or multiple equipments. To select multiple equipments, press and hold the Ctrl key and select each one.

• Record Status: Select All, Complete or Pending.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Student Status: Choose to report for Enrolled Students, Registered Students or both Registered and Enrolled Students.

• Report Type: Select to print Simple or Detail. Detail will include notes that were entered on the individual student records.

• Group By: User may group by Student Display Name, Medical Equipment, Grade Level or Homeroom.

• Withdrawn Students: Check to include students who are currently withdrawn on the report.

• Count By Equipment: Check to include a count by medical equipment.

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• Student Count: Check to include a count of students in the report.

Medical Profile The Medical Profile report allows the user to report student information to include: Insurance, Authorizations, Medications, Health Conditions, Screenings, Medical Equipment and Immunizations. The user has the option to include withdrawn students in the report.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Student Status: Choose to report for Enrolled Students, Registered Students or both Registered and Enrolled Students.

• Group By: User may group by Student Display Name, Grade Level or Homeroom.

• Record Status: Select All, Complete or Pending.

• Include: Check to include one or more of the following:

o Insurance

o Authorizations

o Medications

o Health Conditions

o Screenings

o Withdrawn Students

o Medical Equipment

o Immunizations

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Medication Dispensing Checklist Generate a listing of medication dispensing for a selected date range.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• Record Status: Select All, Complete or Pending.

• Student Status: Choose to report for Enrolled Students, Registered Students or both Registered and Enrolled Students.

• Start Date: Select the desired start date by clicking on the ellipsis button.

• End Date: Select the desired end date by clicking on the ellipsis button.

• Page Break On Date: Check to insert a page break in the report on each new date.

Medication List Generate a list of medications by student. Options include details for Dispensing, Inventory and Scheduling.

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• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Medication Start Date: Select the desired start date by clicking on the ellipsis button.

• Medication End Date: Select the desired end date by clicking on the ellipsis button.

• Record Status: Select All, Complete or Pending.

• Student Status: Choose to report for Enrolled Students, Registered Students or both Registered and Enrolled Students.

• Group By: User may group by Display Name, Age, Grade Level or Homeroom.

• Dispensing: Check to include dispensing details by medication. If selected, choose from the following options:

o Record Status: Select All, Complete or Pending.

o Start Date: Select the desired start date by clicking on the ellipsis button.

o End Date: Select the desired end date by clicking on the ellipsis button.

o Omitted: Check to include dispensing records that have been marked as omitted on the report.

o Discontinued: Check to include dispensing records that have been marked as discontinued on the report.

• Inventory: Check to include inventory details by medication. If selected, choose from the following options:

o Record Status: Select All, Complete or Pending.

o Remaining: Check to include details of inventory remaining on the report.

o Pharmacy: Check to include pharmacy name and phone number on the report.

o Omitted: Check to include inventory records that have been marked as omitted on the report.

o Discontinued: Check to include inventory records that have been marked as discontinued on the report.

• Scheduling: Check to include scheduled dispensing details by medication. If selected, choose from the following options:

o Record Status: Select All, Complete or Pending.

o Omitted: Check to include scheduling records that have been marked as omitted on the report.

o Discontinued: Check to include scheduling records that have been marked as discontinued on the report.

• Expired Only: Check to include only medications that have expired on the report.

• Withdrawn Students: Check to include currently withdrawn students on the report.

• Omitted Medications: Check to include medication records that have been marked as omitted on the report.

• Discontinued Medications: Check to include medication records that have been marked as discontinued on the report.

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Office Visits The Office Visits report provides a listing of student visits to the health office.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Start Date: Select the desired start date by clicking on the ellipsis button.

• End Date: Select the desired end date by clicking on the ellipsis button.

• Group By: User may group by Student or Date.

• Record Status: Select All, Complete or Pending.

• Report Type: Select to print Simple or Detail. Detail will include notes that were entered on the individual student records.

• Symptoms: Select All, a specific symptom, or multiple symptoms. To select multiple symptoms, press and hold the Ctrl key and select each one.

• Treatments: Select All, a specific treatment, or multiple treatments. To select multiple treatments, press and hold the Ctrl key and select each one.

• Procedures: Select All, a specific procedure, or multiple procedures. To select multiple procedures, press and hold the Ctrl key and select each one.

• Outcomes: Select All, a specific outcome, or multiple outcomes. To select multiple outcomes, press and hold the Ctrl key and select each one.

• Count of Visits/Student or Date: Check to include a count of students by the visit date.

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• Count of Students w/ Visit: Check to include a count of students who have a visit for a date within the specified range.

• Count of All Office Visits: Check to include a count of all office visits for the specified date range.

• Withdrawn Students: Check to include currently withdrawn students on the report.

Scoliosis Screening Generate a report of student scoliosis screening results.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Group By: User may group by Student or Date.

• Screening Type: Select to include records that have been set as All, Original Screening, Outside Screening, Rescreen, Referral, Follow-Up, Special Education, Event or Screening.

• Results: Select to include records that have been set as All, Pass, Fail, Cannot Test, Refused, Attended or Schedule.

• Student Status: Choose to report for Enrolled Students, Registered Students or both Registered and Enrolled Students.

• Start Date: Select the desired start date by clicking on the ellipsis button.

• End Date: Select the desired end date by clicking on the ellipsis button.

• Report Type: Select to print Simple or Detail. Detail will include notes that were entered on the individual student records.

• Record Status: Select All, Complete or Pending.

• Record Count: Select to include a count of all records.

• Student Count: Select to include a count of all students on the report.

• Results By Type Breakdown: Check to include a breakdown of results by screening type.

• Withdrawn Students: Check to include currently withdrawn students on the report.

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Vision Screening Generate a report of student vision screening results.

• Student Filter: Restrict the report to search for a specific group of students by selecting a student filter. If this field is left blank, the report will report on all students.

• ID To Print: Select to include Student Number, Alternate Student Number, State ID Number or Social Security Number.

• Group By: User may group by Student Name, Grade Level or Homeroom.

• Screening Type: Select to include records that have been set as All, Original Screening, Outside Screening, Rescreen, Referral, Follow-Up, Special Education, Event or Screening.

• Results: Select to include records that have been set as All, Pass, Fail, Cannot Test, Refused, Attended or Schedule.

• Student Status: Choose to report for Enrolled Students, Registered Students or both Registered and Enrolled Students.

• Start Date: Select the desired start date by clicking on the ellipsis button.

• End Date: Select the desired end date by clicking on the ellipsis button.

• Report Type: Select to print Simple or Detail. Detail will include notes that were entered on the individual student records.

• Record Status: Select All, Complete or Pending.

• Record Count: Select to include a count of all records.

• Student Count: Select to include a count of all students on the report.

• Results By Type Breakdown: Check to include a breakdown of results by screening type.

• Withdrawn Students: Check to include currently withdrawn students on the report.

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Utilities The Synchronize Scheduled Medications with School Calendar option allows the user to update student medication dispensing records when days are added or removed from the calendar after medication has been scheduled and dispensing records created.

• When selected, the following screen will display:

• Enter a Start Date from which medication schedules are to be evaluated for any adjustments based on changes in the calendar. For example, if the school was closed January 5-7 for snow days, the user would select January 1 as the start date. All schedules will be synchronized from the start date forward through the last day of the academic session calendar.

• Click Synchronize to adjust medication schedules or Close to exit the screen without synchronizing.

• When Synchronize is selected:

o Pending dispensing records that have a date that is no longer marked as In School and Instructional in the calendar will be deleted. Associated daily log records will also be removed.

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o For any days in the calendar that were not previously marked as In School and Instructional but are now marked as both In School and Instructional, pending dispensing records will be created. If medication schedules are available, but pending records have not been created, new pending dispensing records will be created. Daily log records will also be created.

• When the synchronization is complete, a status screen will display.

In the following example, June 5 and 6 were not marked as In School and Instructional days in the calendar. Once the days were updated in the school calendar as both In School and Instructional…

…and the synchronization routine was run starting with June 1st…

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New daily log entries were created for the newly created scheduled medication for sample student William Baker:

Note: If the days in the school calendar were then unchecked for In School and Instructional, and the synchronization routine was subsequently run again, the records would be removed.

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