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How to: Manage OTC Medication Permissions

Updated this week

Why this matters
Managing over-the-counter (OTC) medication permissions ensures your school has clear, parent-approved consent for what medications can be administered to students. This feature streamlines the enrollment process, keeps your clinic inventory aligned with parent approvals, and helps staff provide safe and compliant care.

Managers and SIS admins can directly customize the list of OTC medications that parents review during enrollment—making it easy to tailor permissions to your school’s needs.


Who can use this feature?

Only users with the Manager or SysAdmin role can manage OTC medication permissions.


How to Manage OTC Permissions

  1. Navigate to Settings

    • From the left-hand menu, select Settings.

    • Under Instance Settings, click on OTC Medications.

  2. View the OTC Medication List

    • You’ll see a list of medications that parents are asked to approve during enrollment.

    • This list is connected to the permissions you set for clinic inventory use.

  3. Customize the List

    • Edit or archive: Update or remove existing medication options.

    • Add new:

      • Click Add New.

      • Type the name of the medication.

      • Click Confirm.

    ⚠️ Tip: If your list is long, check for multiple pages. New medications may appear on the second page or beyond.

  4. Apply Permissions

    • Once added, the new medication option will appear in enrollment and be available when requesting OTC consent for clinic use.


Best Practices & Tips

  • Keep your list updated: Archive medications no longer in use to keep parent forms clean and clear.

  • Check pagination: If you don’t see a newly added medication, navigate to the next page.

  • Coordinate with clinic staff: Ensure inventory matches the permissions you’ve enabled.


Need Help?

If you have any questions, click the question mark icon in the upper right corner of your screen to reach our support team.

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