Define health log preferences

You can define requirements for your school’s health visit logs in the visit log preferences. The status of a health visit determines what fields are required when saving a health log entry.

There are four status types available:

  • Current
  • Open
  • Pending
  • Closed

In the preferences area, you can change what fields are required in order to save a record with a particular status type.

Example: "Current" requires that no additional fields be entered on top of what the district Data Dictionary specifies as required fields. If you want current health logs to contain a complaint code, you can set that up in the preferences.

The Preferences side-tab is also where you manage access to health visit logs. For security purposes, you can make all visit logs read-only to everyone except the nurse or responsible staff member. You can also change the default group screenings result code.

To define your school’s health log preferences:

  1. Log on to the Health view.
  2. Click the Admin tab.
  3. Click the Preferences side-tab. The Preferences page appears.
  4. Do one of the following:
    • To block staff from editing others’ health logs, select the Visit logs privately owned checkbox.
    • To give staff the ability to edit all health logs, deselect the Visit logs privately owned checkbox.

    • Note: To give administrators or health managers the ability to edit any health log, regardless of owner, go into the user’s security role and select the Health log administrative override checkbox.
  1. Click Search icon. to select the Default health screening definition.
  2. If you do not want the Default group screening result code to be Pass, click the drop-down to select a different value.
  3. Click Save to save your changes.