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Managing students' Medical conditions and plans

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This article explains how to manage and record students' medical conditions and treatment plans, detailing the necessary permissions for accessing and editing this information. It covers how to view, add, and edit medical conditions and plans, as well as tips for managing these records effectively.

Permissions

  • Student Profile: Admin: Administer All/My Students or Student Profile: Identity: Administer All/My Students permission or Student Profile: Medical: Administer All/My Students - add or edit medical details for students
  • Student Profile: Admin: View All/My Students or Student Profile: Identity: View All/My Students permission or Student Profile: Medical: View All/My Students - see and report on medical details for students

If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

Adding Medical Conditions and Medical Plans

To add a medical condition or plan, go to the Medical section of the students profile click the little green Add button.

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Select Medical Condition or Medical Plan respectively and fill out the slide over that appears. 

It is also possible to add medical conditions in bulk using our Entity Importer.

Viewing and Editing Medical Conditions

The Students > Medical > Medical Conditions page provides a list of all the students saved as having a medical condition or allergy.

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Click on the filter option at the top to select certain groups of students to display.

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Edit entry details by clicking on the student in question, then on Edit in the slide over, and Delete or Save Changes. You cannot add or delete medical conditions in bulk.

To pin a medical condition to the top of a student's profile, tick the Pin option.

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To attach files to a student's entry, click on their name and drag files to the Attachments sections in the slide over that appears.

Clicking on More information in the slide over takes you to the Medical section on a student's profile.

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Viewing and Editing Medical Plans

See a list of all medical plans for students in a school from Students > Medical > Medical Plan. It is also possible to download a single medical plan by selecting a student.

You may wish to use this page to record medicine expiry dates. Edit entry details by clicking on the student in question, then on Edit in the slide over

Top Tips:

  • You can see when the review date for the plan is from this page, but there is no automatic notification when this date is reached - you'll need to regularly review.
  • You cannot upload or delete details of medical plans in bulk.

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