ARTICLE: People Management - Medical Details Tab
The Medical tab within a contact profile is incredibly useful with many varied facets to store data, including; Medical conditions or allergies, appointments, general notes and medication control.
Main Menu >>People Management >> View Contacts >> Profile >> Medical Tab
View Contacts
The People Management page presents current/active contact profiles via a table view, which can be adjusted with the filters provided.
Here you can view, collate, rank and export data as required. This page also allows the creation and bulk management of contact profiles.
To click on a line item will open the profile, across the top is a row of tab pages grouping data for the individual.
Medical Tab
General
This area allows a school to record important medical information for any user in the system.
Most commonly, this will be used to manage student data, however, it may also be used for reference information for other users.
Example image - student profile
The default section under the Medical tab is General, here you can add the following details for this individual; Emergency Contact, Medicare Number, Insurance provider name and account, Doctor, Medic Alert, EpiPen or medical notes.
Enter details as required and save the profile.
Detailed information regarding additional Emergency Contact setup, please view this document: How to setup Emergency Contacts
Conditions
This section allows for any number of medical conditions to be listed, once created by your school, simply tick the box per item to indicate the connection to the individual, the 'Edit Note' button is available per condition to add additional information.
Detailed information regarding the setup of Conditions, please view this document: How to setup Medical Conditions
Medications
Prescription and Over-the-Counter medications are both managed here for this individual. Any number of medications can be listed, once created in the system by your school, the Prescription medications can be managed here and Over-the-Counter medications are a simple tick to indicate they are allowed to be administered.
Please Note:
- Your schools medication policy is vital at this point, please refer to this to ensure student safety.
- Many schools require that parents list the authorised items that their child can be administered.
- Your school may require a more extensive medication system, if so, please view this document: Medications Module
Detailed information regarding the setup of Medications, please view this document: How to setup Medications
To add an item to a student profile, simply click the 'New Prescription Medication' button, this appears within the page, simply follow the steps and enter the required data in the fields provided, and click to save the medication and save the profile.
To update the details of a current item, simply click on the line item from the Prescription Medication list and adjust as required, then save the medication and save the profile.
Detailed information regarding this process, is available with this video: How to add and allocate a PMO
Notes
A simple section that tracks the historically recorded medical notes for an individual. Notes are displayed chronologically by default, but can be ranked using the column headers.
Medication administered via the dispensary will automatically appear here.
To add a note, simply click the green 'New Medical Note' button, this will open a new tab in Reach, via the Pastoral Report function.
Primary student and staff names appear by default, as you have been directed here from the student profile and logged into your profile.
The Pastoral Type, has opened by default as a Medical Note, as it will save to the student profile under medical.
The date can be changed to pre and post if required, however, it does display the current date/time by default.
Fill the data fields as required, add notes in the free-text details box at the bottom and save.
Once the student profile has been refreshed, the new note will appear.
Appointments
The calendar provides a quick system for adding and tracking a student's medical schedule.
In the image below, current appointments are highlighted on the 14th and 28th in blue, click an item to open.
Use the arrows and the Month / Week / Day buttons to navigate the calendar.
To add a new item, simply click the green 'New Appointment' button, the pop-up window provides a quick system. Enter the required label name and note details, adjust the Start/End - dates/times as required. These are simple to change in future, from the calendar display, click the item, update the details and save.
Additional Appointment Feature
Individual Leave Types can be associated as Medical Appointments, this allow the leave item to display in the student's medical calendar as a schedule appointment. Detailed information can be found with this document - Leave Type - Appointments
Attributes
This section could be viewed as an online storage area for medical certificates / documentation, for any user profile.
The example image shows Karen's 'Annual Health Check' has been uploaded for quick view when required.
Click the line item to view and edit, or use the 'Edit and Delete' buttons to manage items.
Please note: The attributes section, within the Medical Tab was designed for the storage of medical type documents.
Within each profile are the tabs 'Documents and Attributes' that can be used to store any documents required.
To add a new item, simply click the blue 'Add Attribute' button, the pop-up window provides a quick system.
Select an attribute from the menu, adjust the valid From/Until dates if required and a reminder date.
Upload the document for storage and quick view, add any notes if required, click to save.
Attributes are created and managed by your school via System Configuration.
Information regarding the setup process can be found with this document: How to Setup Attributes
Additional Profile Tutorials
The following links provide steps to further setup and manage contact profiles;
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