Health Plans

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With more health conditions being tracked and accommodations made for students to attend regular school regardless of the medical condition, school personnel that interacts with a student need to be made aware of the condition, how to recognize warning signs, and how to react in critical conditions. Use the Health Plans tab on the student Health page to select a health plan template and customize it for the student based on their specific needs for the condition. Once a health plan is associated with a student, an alert appears on the student's record indicating to other users that interact with the student. Once a user has read and understood the health plan for the student, a read receipt is logged for that user. The plan continues to display in the alert even after you have read and acknowledged the health plan. The status of the plan in the alert reflects whether it requires acknowledgment. If a health plan is updated, the status of the plan in the alert will indicate the need to re-acknowledge.

Add a Health Plan

One or more health plans may be attached to a student, but only one per health condition. 

  1. On the start page, search for and select a student.
  2. Choose Health from the student pages menu. 
  3. Click Health Plans
  4. Select Show All(+0) to view all health plans (health plans that have yet to start, active health plans, and expired health plans). The count (+0) indicates the total number of expired health plans for the selected student. Expired health plans will appear in italics.
  5. Click Add
  6. Choose a pre-defined template from Health Plan Template. To create a health plan from scratch, do not choose a template.
  7. Enter information as needed.

    Tip: Use the rich-text editor to enter and format the content you want to appear within the health plan. If using a health plan template that contains smart tags, the smart tags will automatically be translated into student and related data. Any tag data that is not available or set for the student is marked as --.

  8. Click Submit

Create Health Plan from an Existing Plan

You can quickly create a Health Plan for students using information from existing plans. Creating a health plan from an existing plan will not affect the original plan.

  1. Select the Health Plan you wish to copy.
  2. Click Save As.
  3. Enter a new name and click Save.
  4. Click the new Health Plan and update details as needed. Click Submit.

    Note: Your new health plan will not show as a health alert until marked as completed.

Acknowledge a Health Plan

  1. Click the Medical Alert
  2. Click View Plans
  3. Click the name of the health plan. 
  4. Once you have read through and understand the health plan, select I acknowledge that I have read and understand this health plan.
  5. Click Acknowledge.

Add a Read Receipt

  1. On the start page, search for and select a student.
  2. Choose Health from the student pages menu. 
  3. Click Health Plans
  4. To view read receipts, click View or Read Receipts.
  5. To add a read receipt:
    1. Click Add.
    2. Enter the Name of the person who read the health plan.
    3. Enter the Date on which this person read and acknowledged the health plan.
    4. Click Save.