How to review by requirement

    in Student Health Tracker Tags: Step-by-Step Checklist for Summer

    The most efficient way to review incoming forms is by doing so one requirement at a time. This allows you to keep your focus on all Consent To Treat forms, for example, before moving onto the next requirement.

    • Step-by-Step Instructions

    Go to Front Desk.

    Go to Student Health Tracker.

    Scroll to the Search by Requirement option.

    Select the name of the requirement from the drop-down list with the default value All Requirements.

    Select Pending Approval from the drop-down list with the default value Select A Filter.

    Click Search. **Note this list is now available in your Smart List Library.

    Click Requirements need review in the yellow box.

    • Tips and Tricks

    Immunization and Prescription forms must be reviewed within their own trackers. Please see instructions by going to How to review and input immunization data and How to review and input prescription details.

    How to accept requirements in the review portal
    Click the radio button next to Accept.

    If this form has a unique expiration date, enter that date in the box next to Next Action Date.

    Do not click the box for Complete-No Next Action Date needed as this will prevent automated email reminders to go to the parent for a new form.

    Click Next which will save this requirement and move to the next item.

    How to reject requirements in the review portal
    Click on the radio button next to Reject.

    Select one of the Common Rejection Reasons listed. Whether you choose one of the preformatted reasons or Other, you will have the opportunity to enter additional text/instructions to the parent in the box Custom Message.

    Click the box for Email myself to be BCC on the email.

    Click Next which will save this requirement and move to the next item.

    How to save or skip a requirement in the review portal
    You must click Save or Next in order for the changes to be saved.

    Click Skip to go to the next form and come back to this one at a later point in time.

    How to reject the Vital Health Record (VHR) in the review portal
    When rejecting a Vital Health Record you can select the individual sections as needed prior to saving:

    Click the radio button next to Reject.

    Click the checkbox next to the section name(s) that you need to reject.

    Enter a message/instructions to the parent in the box Custom Message.

    How to accept Over-The-Counter in the review portal
    After clicking the radio button next to Accept, you will need to click either Yes or No for each medication according to what was authorized on the form returned.

    If all over-the-counter medications are authorized select Yes To All.

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

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