How to edit a Vital Health Record for a student

    in Vital Health Record

    There are several instances when a school may need to edit a student’s Vital Health Record…

    • Step-by-Step Instructions

    Go to Front Desk.

    Go to Search Student Medical Record and click Search.

    Click Edit Vital Health Record at the top of the screen.

    Click on the name of the section that requires editing.

    Edit the appropriate information and click Save as Complete or Save and go back to all sections.

    Click Close and save for later or Submit for Approval when you are done editing the appropriate sections.

    • Tips and Tricks

    Please note: you will need to contact Magnus Health to turn on the Edit Vital Health Record configuration for your school.

    How to edit a Vital Health Record from the Student Health Tracker
    Go to Front Desk.

    Go to Search Student Health Tracker.

    Search by Student and click Search.

    Click Edit Vital Health Record on the Vital Health Record requirement.

    Click on the name of the section that requires editing.

    Edit the appropriate information and click Save as Complete or Save and go back to all sections.

    Click Close and save for later or Submit for Approval when you are done editing the appropriate sections.

    How to use Save as Complete on a section of the VHR
    Only click Save as Complete if you are willing to override the minimum requirements within a section. For example, as a school user you may edit the Health Emergency Contacts and bypass the minimum number of contacts needed if you know that the parent will not provide more contacts.

    A school user can save without having to validate all of the required fields. This allows you the flexibility to add whatever data is needed to the Vital Health Record. When you Save as complete it will show a green check for the section, even if a required field is not complete.

    How to use Save and go back to all sections on a section of the VHR
    Click Save and go back to all sections if you want to make a quick edit to the student’s Vital Health Record section but you do not want to update the current status of the section.
    How to use Submit for Approval on the VHR
    Similar to Save as complete on a section of the Vital Health Record, you can Submit for Approval for the entire Vital Health Record. This will show green check for each section of the Vital Health Record, even if a required field is not complete.
    How to use School Insurance Policy

    Please note: you will need to contact Magnus Health to turn on the School Insurance Policy configuration for your school.

    This applies to schools that have the question “Is the student an international student?” set up as Required or Optional on the insurance section of the VHR.

    When a parent answers “Yes” to the international question, the system automatically selects “School Insurance Policy” from the Type of Insurance dropdown menu, eliminating the need to complete additional insurance fields. The parent can then simply save the section as complete and move on to other sections of the VHR.

    As long as the Edit Vital Health Record configuration is turned on for the school, admins can go back into that international student’s insurance section and add more detail about the school insurance policy if necessary.

    • User Permissions Required For This Guide
    Access To Requirements | Access To Trackers and Groups | Student Health Tracker | Student Medical Record | Vital Health Record – Edit Vital Health Record

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