COVID-19 Treatment Note Template (For In-School Diagnosis or Return to School Protocols)

    in COVID-19 Resources and Guides Tags: COVID-19

    COVID-19 Screening Template Example

    Many schools are looking to collect and track data on how the COVID-19 virus pandemic is
    impacting their specific school communities. Using the current functionality of the Magnus
    software, we hope to provide schools with a way to perform this task while ensuring all
    responses are stored in a safe and secure environment with the rest of the student health data.
    Below we have outlined a way for Magnus users to create a COVID-19 screening tool using a
    treatment note template to use for students and staff. We hope this workflow enables authorized
    users to make more informed decisions for their school as we move forward during these
    uncertain times. If a school has a Faculty Account within Magnus, this same workflow can be
    applied there as well.


    You can find a video tutorial reviewing the steps below here.

    • Step-by-Step Instructions
    Step 1: Create the Note Template

    ● Hover over your name at the top of the page and choose Admin Dashboard. Note: You
    must have “Admin” right within your Magnus Health Account to see this section
    ● Scroll to Treatment Notes, click Note Templates and then Add a Template
    ● Enter in a Template Name and click Save

    Step 2: Add Note Fields
    ● At the top of the page select Go To Edit Note Fields
    ● From this page select Add New Field
    ● Enter in the field name (i.e. Symptoms) and then select which type you would like this
    field to be.
    ○ Text is going to be a large open text box
    ○ Text Box is going to be a small open text box
    ○ Drop Down List will allow multiple options to appear in a drop-down but you can
    only choose one option
    ○ Multi-Answer List will provide you with multiple options which you can select
    more than one
    ○ Date will appear as a date format 00/00/0000
    ● Select Some Templates and then choose the name of the template you just created
    ● Save Field
    Step 3: Reorder Fields
    ● Once you have added all of the note fields you would like included on the Note Template
    you can go back to the top and select Go To Edit Note Templates
    ● Click Reorder Fields on the right hand side of the template name
    ● Drag and drop the note fields in the order you want them to appear in
    Adding a Default Addendum
    ● Follow Step 1 to create a new Note Template to use as an addendum
    Once created follow step 2 to add note fields to your addendum template. If the fields
    are already created you can simply add them by clicking Edit next to the Note Field
    name and selecting the new Template Name
    ● Once you have added all of the note fields you would like included on the Note Template
    you can go back to the top and select Go To Edit Note Templates
    ● Click Edit on the right hand side of the template name
    ● Choose your Note Template in the Default Addendum Template drop down
    ● Click Save

    • User Permissions Required For This Guide
    Access To Treatment Notes | Administrator Only

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