Understanding a student’s full context, or quickly reviewing enrollment packets, often requires clicking through multiple tabs and piecing together information. Student and Packet summaries are designed to eliminate that friction by surfacing the most important details instantly, right where you need them.
With this feature enabled, you can move faster, prioritize more effectively, and stay focused on what matters most, without missing critical context.
What are Student summaries?
Student Summaries provide a concise, automatically generated overview of a student directly on their student card.
What’s included
Each summary highlights:
Relevant health information
Recent encounters
Key notes and important context
This allows you to understand a student at a glance the moment you open their card, no extra navigation required.
What are Packet summaries?
Packet summaries streamline the enrollment review process by generating a high-level overview of each packet.
What’s included
Each packet summary highlights:
The most important information from the packet
A complexity level:
Low – straightforward review
Medium – moderate attention needed
High – requires deeper review
This makes it easier to triage packets quickly and focus your time where it’s needed most.
How to enable Student & Packet summaries
Before you can use this feature, it must be enabled by a SysAdmin.
Steps to enable
Navigate to Settings
Select Instance Settings
Open the Intelligence tab
Check the boxes for Enable student summary and/or Enable form request packet summary
Tips & Best Practices
Use summaries as a starting point: They’re designed to give you quick context, but you can always click into detailed records when needed.
Prioritize with packet complexity: Start with “High” complexity packets to address the most time-sensitive or detailed cases first.
Keep data up to date: Summaries are only as helpful as the underlying data—accurate records ensure better insights.
As always, if you have any questions, please reach out to [email protected]