The Medical program contains the IHPs and Individual Health Care Plan events.
Once the Medical event has been initiated, the event will open.
Navigation Menu - Down the left of the screen are all the steps (forms) for the event.
1. Click on the desired step to open the associated form.
2. Click on the arrow to collapse or expand the steps list.
Navigation tools display at the top to facilitate movement from one step (form) to another, to save and validate the current form, to print the form, and to return to the student’s event screen.
3. Click Previous Step to go back to the previous form.
4. Click Next Step to move forward to the next step displayed in the navigation menu.
5. Click Notes to type notes that are important to the event that is open.
The Notes icon turns blue when there are notes present on the selected event instance. Notes cannot be printed.
6. Click Save & Validate to save the entered data and to validate that all required fields on the step (form) have been completed.
Clicking Save & Validate before completing all required fields saves the entered data as a draft. A pop-up message will display. Click Yes to save a draft.
7. When the "Override Mark as Complete" system permission is enabled for the profile in User Profile Permissions, the Mark as Complete button is available. When clicked, it marks the step as complete and saves the step, even when all the step requirements have not been completed.
8. Click Print to print the current step (form) or any step in the process. Forms print with a DRAFT watermark until ready to be finalized, unless the watermark is deselected on the print screen. See Printing an Event for more information.
9. Click History to see the history of changes made to a form. See Viewing Form History for more information.
10. Click Return to Manage Student to return to the Manage Student event screen.
The IHPs event contains forms for all of the specific Individual Health Care Plans, with no coversheet.
This step allows for the specific Individual Health Care Plan to be selected and completed.
1. Select the desired form from the pull-down and click Add this form.
The selected form displays in the table.
2. Click Edit to open the form.
3. Complete the form as needed. When finished, click Save & Validate.
4. Click Return to Focus when finished.
The table is updated with the date and time Last Saved. The Complete column will display a check mark if all the required fields (if any) have been completed.
5. To delete the form, click Delete.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
The Individual Health Care Plan event contains specific Individual Health Care Plan forms that can be completed for the student, as well as an IHP cover sheet, which allows additional information including hospital admissions, medications, allergies, and medical history to be documented.
The IHP Cover Sheet provides space to document the student's doctor, principal diagnosis, problem list, independent functioning, hospital admissions, current medications, allergies, equipment, home care, public programs and services, and more.
1. All fields on the form are required, except for the Date of Last Revision, which can be defined as needed.
2. After completing the form, click Save & Validate.
This step allows for the specific Individual Health Care Plan to be selected and completed.
1. Select the desired form from the pull-down and click Add this form.
The selected form displays in the table.
2. Click Edit to open the form.
3. Complete the form as needed. When finished, click Save & Validate.
4. Click Return to Focus when finished.
The table is updated with the date and time last saved. The Complete column will display a check mark if all the required fields (if any) have been completed.
5. To delete the form, click Delete.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
