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.
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.
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.
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.
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.
Click Skip to go to the next form and come back to this one at a later point in time.
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.
If all over-the-counter medications are authorized select Yes To All.