To start Screening documentation for a group, click on the Screenings tab on the left menu of the August platform.

Hover over the Open new group screening button. A drop-down list will be presented with the available screening options.

Select the screening you'd like to create.

Once selected, an Encounter will be created with your screening section listed as the Note.

You will assign your subjects to the Encounter by either selecting a Section or adding Individuals to the Subject field. Enter individuals as normal, to access sections, click on the Subject field and scroll down to be presented with sections available to you.

Once you have entered your subjects to the Screening encounter, you will need to generate the individual screenings for the selected subjects. Click on the Generate screenings button at the bottom of the Screening encounter.

The individual screenings associated with the individual/sections will be listed within the Screening encounter.

To action the individual screenings, you will select the screening status within the "Screening Result" column: Pass, Fail, Needs re-screen, or Unable to Screen.
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Have a student that should not be part of this screening? You can archive the individual by clicking the archive link on the right.

When you have completed your screenings, you will close/lock your Screening encounter through the status buttons in the upper right corner of the encounter.

You may action any screening by clicking on the Screenings tab on the left rail. This will display a listing of group screenings created with the ability to filter results.

You may access any individual you have screened by clicking on the All screenings tab on the left rail.

You may filter by clicking on the Filter button at the top, to be presented with a number of available filters: Screening Type, Subject, Created by, Screening Result, and/or Referral Status.
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