Last Updated 08.12.2024
Overview
A change log is a list of all the bug fixes, enhancements, and new features we have rolled out to all August Schools customers. The August Schools Product Team will periodically update this list as these exciting updates make their way to platform and portal users. Each update will have have a section title that is the date on which the subsequent changes were made available and socialized to customers. Please reach out to [email protected] with any questions you may have. The product roadmap can be found here at this link, and you can submit feature requests here at this link.
Change Log
Updates from July 19, 2024
New Features
Ability to Follow Up on Blank Submissions on Form Request
Feature(s): Enrollment → Review
Role(s): All with Access
Description: On the Enrollment → Review page, when a parent submits a form request with empty form fields, the user reviewing the submission can now issue a follow-up message on the blank fields so that the parent can resubmit the form request with information in these fields as needed.
New User Workflow, if applicable: To issue a follow-up on a blank field on an enrollment form request submission:
Navigate to Enrollment → Review.
Open the appropriate enrollment form request packet.
Scroll to the appropriate form request within the packet.
Toggle on the ‘Hiding empty field’ button.
Hover over the empty field on the submission.
Select the ‘Add follow-up question’ button to the right of the field.
Type in your follow-up message in the text box of the pop-up.
Select the ‘Send follow-up’ button.
Ability to Archive Form Request Packets
Feature(s): Enrollment → Review, Forms → Requests
Role(s): All with access
Description: Users can now archive form request packets, including those stemming from an active enrollment. Doing so will remove the form from the platform on the Enrollment → Review and Forms → Requests pages as well as from the Portal of the packets’ recipients. Archiving a form request packets will not revert any information from any accepted forms in the packet.
New User Workflow, if applicable: To archive a form request packet:
Navigate to Enrollment → Review page or the All batches tab of the Forms → Requests page.
Identify the appropriate packet.
Select the ‘Archive’ hyperlink to the right of the entry for the packet within the table.
Select the ‘Archive’ button on the confirmatory pop-up window.
✨ Archiving of User-Generated Form Request Templates and Associated Form Requests
Feature(s): Forms → Templates
Role(s): All with Access
Description: On the Forms → Templates page, when the user opens an existing, user-generated form request template, they are able to archive both the template and any form requests that leverage the template. It is not possible to archive a system-generated form request template. Note: Users may need to refresh the Forms → Request page to see the entry for the archived template disappear.
Once the template is archived, it will be removed from the view and users will no longer be able to access the template
New User Workflow, if applicable: To archive a user-generated form request template:
Navigate to Forms → Requests.
Select the appropriate form request template.
Select the Archive button at the top right.
Select ‘Yes’ on the confirmatory pop-up window.
View the ‘Archived object successfully!’ pop-up and the message ‘The template and all responses have been archived’ to confirm archiving.
Archiving of User-Generated Form Request Packet Templates and Associated Form Request Packets
Feature(s): Forms → Packets
Role(s): All with Access
Description: On the Forms → Packets page, when the user opens an existing, user-generated form request packet template, they are able to archive both the template and any form request packets that leverage the template. It is not possible to archive a system-generated form request packet template. Note: Users may need to refresh the Forms → Packets page to see the entry for the archived template disappear.
New User Workflow, if applicable: To archive a user-generated form request packet template:
Navigate to Forms → Packets.
Select the appropriate form request packet template.
Select the Archive button at the top right.
Select ‘Yes’ on the confirmatory pop-up window.
View the ‘Archived object successfully!’ pop-up and the message ‘The form packet template and all responses have been archived’ to confirm archiving.
Specifying Form Requests for Auto-Approval within User-Generated Form Request Packets
Feature(s): Forms → Packets, Enrollment → Review
Role(s): All with Access
Description: Uses can now specify with form requests within a user-generated form request packet can have there submissions auto-approved by the platform. When this form request packet is used as the active enrollment packet (as configured on the Enrollment → Configure page), the user will also be specifying which enrollment forms can be auto-approved by the platform. Note: three system forms are not eligible for auto-approval, as submissions with data that conflict with existing data on the relevant student’s record will need to be reviewed and rectified by the user on the Enrollment → Review page:
Medications
Conditions
Allergies
New User Workflow, if applicable: To specify a form request template’s submission for auto-approval:
Navigate to Forms → Packets.
Select the appropriate form request packet template.
Find the appropriate form request template.
Switch to ‘Yes’ the ‘Auto-approve submissions’ toggle.
✨ Bulk Export of Encounter PDFs
Feature(s): Encounters → History
Role(s): All with Access
Description: Users can now generate PDF exports for more than one encounters at a time.
New User Workflow, if applicable: To bulk export encounter PDFs:
Navigate to Encounters → History.
Select the appropriate filters to surface your desired encounters.
Select the checkboxes for your desired encounters.
Select the ‘Export encounters’ button next to the ‘Open new encounter’ button.
Select the Export Progress button towards the top right.
Select the hyperlink for the export in the Progress pop-up window.
Improvements to Existing Features
Restoration of Global Filtering on Enrollment → Review
Feature(s): Enrollment
Role(s): All with Access
Description: On the Enrollment → Review page, when a user uses a global filter, the platform will now subset the packets present on the page to those for subjects who are in the global filter. This functionality was temporarily unavailable for enrollment form packets that were created by users on the Forms → Packets page.
New User Workflow, if applicable: To filter the packets on Enrollment → Review by global filter:
Navigate to Enrollment → Review.
Select the global filter.
The table with refresh with just the packets for subjects who are within the select global filter.
Improved Experience When Naming Supplemental Request Rules
Feature(s): Forms → Packets
Role(s): Nurse, Clinic aide
Description: We have updated the field that the user populates to name a supplemental request rule they add to a form request packet on the Forms → Packets page to resolve previous, unexpected naming behavior.
New User Workflow, if applicable: To name a supplemental request rule:
Click the edit button next to default name of the rule ‘New supplemental request rule.’
Replace the default text with the desired name.
Press Enter.
New BMI calculated field on Texas Acanthosis Screening Form
Feature(s): Screenings
Role(s): Nurse, Clinic aide
Description: For Nurse and Clinic aide users at schools/districts in Texas, the Acanthosis nigricans screening form now has a BMI field that will automatically calculate the subject’s BMI based on the numerical values entered in the ‘Weight (pounds)’ field and ‘Hight (inches)’ field.
New User Workflow, if applicable: To populate the BMI field on Acanthosis nigricans screening forms:
Type the numerical value of the subject’s weight in pounds in the ‘Weight (pounds) field.
Type the numerical value of the subject’s height in inches in the ‘Hight (inches)’ field.
View the calculated value of the BMI is the ‘BMI’ field.
Improved Enrollment Form Request Packet Review Experience
Feature(s): Enrollment → Review
Role(s): All with Access
Description: When the user opens a form request packet on the Enrollment → Review page, the user now has an improved layout of the forms and their responses that significantly increases the performance of the page. The platform now displays a single form at a time, with the ability to move to the next form or choose a desired for from al sit of available forms.
New User Workflow, if applicable: To approve submissions to an enrollment form request packet:
Navigate to Enrollment → Review.
Select the row for the appropriate enrollment form request packet.
The platform will display the first form in the packet with a status of ‘Needs review,’ and will display a list of all forms and sections to the left alongside each form’s submission status.
Approve the form submission by either selecting the blue ‘Approve and review next [ctrl+y]’ at the bottom right of the form or typing control + y on your keyboard.
Select the ‘Next [ctrl+k]’ button at the bottom right of the form to instead move to the next form.
Select the ‘Previous [ctrl+j]’ button at the bottom left of the form to instead move to the previous form.
Select the hyperlink for a different form from the list to the left to display any other form.
Removal of Follow-Up Button on Accepted Form Request Submissions
Feature(s): Enrollment → Review, Forms → Requests
Role(s): All with Access
Description: When a user opens a single form request or one of the form requests within a form request packet, if the form request submission has been accepted, the user will no longer see the follow-up button on the form request fields.
This measure intends to avoid confusion, as the follow-up button, though previously available, intentionally does not produce follow-ups, as follow-ups are intended for soliciting more information from the recipient prior to accepting their submission. The Messaging feature is appropriate for all communications with recipients beyond the context of an unapproved form request submission.
New User Workflow, if applicable: Not applicable.
Student Tag for Consent Forms Points to 2024-2025 Academic Year
Feature(s): Student Card
Role(s): Nurse, Clinic Aide, Doctor, Athletic Trainer, Counselor, School Administrator
Description: When the user opens a student card, the tag for each consent form the active enrollment form packet will point to its submission status of the consent form for the 2024-2025 academic year. For example, when the enrollment packet has a Consent for treatment form, if the form has not been submitted by the parent or approved, the Consent for treatment tag will read ‘No consent on file: Consent for treatment.’
New User Workflow, if applicable: Not applicable
Updates from May 28, 2024
New Features
Reporting Feature Set Enabled for All Roles
Feature(s): Reporting → Queries, Reporting → Reports
Role(s): All
Description: The Reporting feature set, consisting of the Reporting → Queries and Reporting → Reports features, is now enabled for all roles in the August Schools platform.
New User Workflow, if applicable: The Reporting, Visualizations, and Exports collection of Help Center articles provides more information on these processes: https://help.augustschools.com/en/collections/3990526-reporting-visualizations-and-exports
User of Designation of Active and Historical Enrollment Packets
Feature(s): Enrollment → Configure
Role(s): Nurse, Clinic Aide
Description: On the new Enrollment → Configure page, users can now:
Designate one or more custom form request packets as the active enrollment.
Designate one or more currently active enrollment packets as historical.
When the user makes an active enrollment packet historical, a new Enrollment → Historical page appears. The enrollment packets sent with the now historical packet will move from the Enrollment → Review page to this Enrollment → Historical page. The user may delete an enrollment packet here only to prevent its responses from appearing anywhere in the Enrollment feature set.
New User Workflow, if applicable: To designate a custom form request packet as the active enrollment:
Navigate to Enrollment → Configure.
Select ‘+ Designate new enrollment packet’ towards the top of the page.
Select the custom form request packet from the ‘Packet template’ dropdown field.
Select the ‘Active’ checkbox.
Select ‘Confirm.”
To make an active enrollment packet historical:
Navigate to Enrollment → Configure.
Locate the entry for the active packet.
Toggle off the ‘Active’ field.
To delete an existing enrollment packet:
Navigate to Enrollment → Configure.
Locate the entry for the active packet.
Select the delete button to the right of the entry.
Select the ‘Delete’ button on the pop-up window that confirms the action.
New Doctor Role
Feature(s): Board, Students, Faculty, Encounters, Medications, Scheduled, Immunizations, Screenings, Plans, Analytics, Users, Enrollment, Forms, Reporting, Alerts, Settings
Role(s): Doctor
Description: We have introduced the new user role of Doctor for medical doctors who provide care at schools and/or districts using the August Schools platform.
New User Workflow, if applicable: The Doctor role has almost all of the Physical health functionality (e.,g., as is seen with the Nurse role) with the appropriate data segmentation that keeps Doctor role-generated information separate from that of other roles. The August for Physical Health collection of Help Center articles provides more information on these processes: https://help.augustschools.com/en/collections/3571327-august-for-physical-health
Improvements to Existing Features
Designation of File Tags on File Upload Fields on Custom Form Template
Feature(s): Forms → Templates, Forms → Packets
Role(s): All with Access
Description: When a user creates or updates a field on a custom form template that has the answer type of ‘Download and upload attachments” or “Upload attachments,” which are both used to solicit a completed file from the recipient, the user can specify which August file tag the platform should place on the uploaded file once approved. Doing so not only ensure visibility of the file across certain user roles, but also aids in the retrieval of the document for future purposes.
New User Workflow, if applicable: To designate the file tags:
Create or select the “Edit” button for the appropriate field on the form request template that has the “Download and upload attachments” or “Upload attachments” answer type.
Select the appropriate tags from the ‘File tags’ field.
Select the ‘Save’ button.
Designate of Submission Pre-Population on File Upload Fields on Custom Form Template
Feature(s): Forms → Templates, Forms → Packets
Role(s): All with Access
Description: When a user creates or updates a field on a custom form template that has the answer type of ‘Download and upload attachments” or “Upload attachments,” and also has file tags designated, the user can instruct the platform to pre-populate this field with files of the same tag that already exist on the corresponding student’s record. The recipient of the form request template will see pre-populated files of the designated tag for the student on behalf of whom the form request template was sent.
New User Workflow, if applicable: To designate the file tags:
Create or select the “Edit” button for the appropriate field on the form request template that has the “Download and upload attachments” or “Upload attachments” answer type.
Select the ‘Pre-populate files?’ checkbox.
Select the ‘Save’ button.
Designation of Form Request Sections within Form Request Packets
Feature(s): Forms → Packets
Role(s): All with Access
Description: Users can now organize the form requests within a form request packet that they are creating and/or updating into sections on the Forms → Packets page. A common use case for this functionality is designating the sections of enrollment form request packets, such as, but not limited to, “General questionnaire,” “Health questionnaire,” “Consent,” etc.
New User Workflow, if applicable: To designate a section within a form request packet:
Navigate to Forms → Packets.
Select the appropriate form request packet.
Select the ‘+ Add form group’ button.
Title the section in the ‘Title’ field on the pop-up window.
Describe the section in the ‘Description’ field on the pop-up window.
Select the desired form requests in the ‘Templates’ field on the pop-up window.
Select the ‘Create form template group’ button.
String Interpolation for the Population of Names in Custom Form Requests and Packets
Feature(s): Forms → Templates, Forms → Packets
Role(s): All with Access
Description: We have introduced a functionality called string interpolation on the Forms → Templates and Forms → Packets page that allows users to type in certain ‘strings’ that the platform will replace and populate with certain names when the relevant form request or form request packet is sent to the Portal. The names are populated based on the student, recipient, or instance (e.g., school/district name) relevant to the request. The list of acceptable strings can be found in this Help Center article: https://help.augustschools.com/en/articles/9197555-using-string-interpolation-e-g-student-first_name
Note: We are aware that the typed string renders as an empty space when viewing the custom form on the Forms → Templates or Forms → Packets pages. To confirm which string is used, please select the edit button and review the title and/or description.
New User Workflow, if applicable: To use string interpolation:
Type in the string within the title and/or description of a field or template.
Save the change.
Send out the form request or form request packet.
The recipient will see the relevant name populated in the place of the typed string.
Platform No Longer Conducts An Automatic Recalculation When Opening an Existing Query
Feature(s): Reporting → Queries
Role(s): All with Access
Description: When a user opens an existing query on the Reporting → Queries page, the platform will not automatically recalculate results based on the existing rules. Instead, the previous results from the last time the query run will be made available.
This allows the user to immediately make changes to the query rules and queue the recalculation when these changes are saved. Users can recalculate query results at any time by selecting the “Calculate” button.
Prior to this change, users had to wait for the recalculation to be automatically queued, run, and completed before being able to take actions on the query itself.
New User Workflow, if applicable: Not applicable.
Multi-Select Question Values Visible When Creating Supplemental Request Rules within Custom Form Request Packet
Feature(s): Forms → Packets
Role(s): All with Access
Description: We resolved an issue where, when the user is setting up the Supplemental request rules for a form request packet, the values of Form instance question that have multiple preset values were displaying an internal identification number and not the title text of each option. These values, when viewed while setting up Supplemental request rules, are now displayed with the title text for more accurate identification.
New User Workflow, if applicable: Not applicable.
User Override of Enrollment Form Status When Response Submitted In Person
Feature(s): Enrollment → Review
Role(s): All with Access
Description: A user can designate that the response to a form request within an enrollment form request packet was submitted in person. This designation prevents the form request from remaining as “Not submitted,” which would otherwise keep the enrollment form packet in an “Incomplete” status.
New User Workflow, if applicable: To mark the form request as “Submitted in person:”
Navigate to the Enrollment → Review page, or open the Enrollment tab on the appropriate Student Card.
Select the appropriate form request packet.
Locate the appropriate form request.
Hover over the status of the form request.
Select the checkbox for “The form was submitted in person?” in the pop-up window that appears.
All Accepted Enrollment Forms Have a Single “Accepted” Status
Feature(s): Enrollment → Review
Role(s): All with Access
Description: When a user accepts a form submission within a form request packet, the status of the form will now always be “Accepted.” Previously, there was an “Imported” status for forms whose approval required importing the contents of the submission onto specific places on the student record (e.g., documents, medications, conditions, allergies). To avoid confusion, a single “Accepted” status is now used in this case.
New User Workflow, if applicable: Not applicable.
New Fields in Students Queries for ‘New since start of year’ and ‘New since start of previous year’
Feature(s): Reporting → Queries
Role(s): All with access
Description: There are two new fields available when creating rules on Students queries on the Reporting → Queries page:
New since start of year: A field whose value is populated as “Yes” if the student enrolled at the school within the dates of the current school year, and “No” if not.
New since start of previous year: A field whose value is populated as “Yes” if the student enrolled at the school within the dates of the previous school year, and “No” if not.
The “New since start of year” field is useful to find the current students who are new this year and did join the school during the current school year. The “New since start of previous year” field is useful to find the current students who are new this year, but joined the school during the previous school year.
New User Workflow, if applicable: To use these new fields:
Navigate to Reporting → Queries.
Open an existing Students query whose rules you can edit, or create a new Students query.
Add a new rule.
Select either ‘New since start of year,’ or ‘New since start of previous year’ to the rule.
Set the rest of the rule appropriately based its possible “Yes,” or “No” answers and your desired list of students.
Additional Capabilities Added to Medications Administrator Role
Feature(s): Medications → Inventory, Medications → Adminsitration, Student Card
Role(s): Medication Administrator
Description: We have added the following capabilities to the Medication administrator role that will allow those users to better transact on their daily responsibilities:
Update students’ OTC permissions
Update students’ medication record(s), including the ability to add and removed timed dosages that generate medication administrations
Update medication administrations (e.g., mark them as administered)
New User Workflow, if applicable: Medication administrators will follow the same processes users such as Nurses and Clinic aides use for these capabilities. The Medications collection of Help Center articles provides more information on these processes: https://help.augustschools.com/en/collections/3571364-medications
Student Medication Note Surfaced on Medication Adminsitration Table
Feature(s): Medications → Administrations, Upcoming administrations Board widget
Role(s): Nurse, Clinic aide, Medication administrator
Description: On the Medications → Administrations page and the Upcoming administrations Board widget, there is a new column titled “Student medication note.” The column populates the inputed text from the Notes field on the corresponding student medication record from which the medication administration was generated.
New User Workflow, if applicable: Not applicable.
Updates from April 12, 2024
New Features
Ability to Create Custom Form Request Templates and Form Request Packets
Feature(s): Forms → Templates, Forms → Packets
Role(s): All with Access to Forms feature
Description: The Forms feature set now has two additional features that allow users the ability to create custom form request templates (Forms → Templates) and form request packets (Forms → Packet)! These new features obviate the need to request custom form request and packet creation by August Schools.
A Form Request Template is the layout of the form request you will send out regarding (a) student(s). The template specifies what information the recipient will see and how the recipient will action on the request.
A Form Request Packet is two or more form requests sent together to a recipient for a given (set of) student(s). Instead of sending each form request out individually (and approving them individually), you can stitch them together into a single packet (and review the submissions for a given student all at once).
For both Form request templates and form packets, the user can specify which user roles should see the form request/packet and its/their responses.
New User Workflow, if applicable: To use the new Forms features:
Select “Forms” from the left navigation bar.
Select ‘Templates’ to start creating custom form requests, OR
Select “Packets” to create custom form request packets.
Self-Service Enrollment Form Packet Creation
Feature(s): Forms → Packets
Role(s): Nurse
Description: Users with the Nurse role can create and update their own enrollment form packets on the Forms → Packets page. Following the below steps will produce a copy of either our new 2024 default enrollment form request packet or the school/district-specific 2023 form request packet, if one was configured last year.
In the coming weeks, we will allow users the ability to specify this custom form request packet as the default enrollment form request packet to be shown on the Enrollment → Review page. Until then, users looking to review custom enrollment form request packet responses should do so via the Forms → Requests page.
New User Workflow, if applicable: To create and update a custom enrollment form request packet as a nurse:
Navigate to Forms → Packets.
Hover over the “New packet” button.
Select the appropriate packet.
To send out a custom enrollment form request packet:
Navigate to Forms → Packets.
Select the row for the appropriate packet.
Use the “Create batch request” button on this page only to send out the packet.
To review and approved responses to a custom enrollment form request packet:
Navigate to Forms → Requests.
Select the “All batches” tab.
Click the row for the appropriate batch for the form request packet.
Ability to Unarchive a Form Request
Feature(s): Forms → Requests
Role(s): All with Access to Forms
Description: If a form request that is visible to, or was created by a user with, a certain role is archived, a user with that role can unarchive the form request.
New User Workflow, if applicable: To unarchive a form request:
Select “Forms” from the left navigation bar.
Select “Requests.”
Select the “Archived” filter bubble.
Click the row for the appropriate form request in the table.
Select the “Unarchive” button.
Improvements to Existing Features
Ability to Exclude Calendar Encounters from Auto-Closure and/or Auto-Lock
Feature(s): Encounters → History
Role(s): All with Access to Encounters
Description: It is now possible to request that encounters generated from users’ calendar syncs be excluded from auto-closure and auto-lock. The other available exclusion is for scheduled items. This new exclusion avoids unexpected closure or lock of encounters for calendar events.
New User Workflow, if applicable: Please let your Customer Success Manager know if you would like to exclude calendar-generated encounters from auto-closure and/or auto-lock.
Ability to Edit User-Generated Contacts on Student Card
Feature(s): Students
Role(s): All with Access to Student Data
Description: When a user adds a contact to a student’s record on the Home contact tab of the Student Card, the user is able to update the information of this contact after creation. Please note that it is not possible for users to edit contacts on this tab that originate from the student information system and, therefore, edits to those contacts must occur in the student information system.
New User Workflow, if applicable: To update a user-generated contact:
Open the Student Card.
Go to the ‘Home contact’ tab.
Click the hyperlinked name of the contact.
Click the ‘Edit’ button towards the top right of the pop-up window.
Make the appropriate changes.
Click the ‘Save’ button that appears.
‘Dated At’ and ‘Expires At’ Fields on Documents
Feature(s): Students, Forms → Requests, Enrollment → Review
Role(s): All with Access to Student Documents
Description: Users can now specify the date on which a document was created via the new ‘Dated at’ field and the date on which a document expires via the new ‘Expires at’ field either when uploading the document or reviewing the document on the Student Card. The processes for uploading a new document and reviewing uploaded documents have not changed.
New User Workflow, if applicable: Not applicable.
Document Viewer Preserving PDF Rotation
Feature(s): Students, Forms → Requests, Enrollment → Review
Role(s): All with Access to Student Documents
Description: When a user opens a document in the platform, if they rotate the generated PDF of the document, the platform will preserve this rotation, meaning that the user and other users will see the document in that orientation going forward. The existing process for document rotation remains unchanged.
Note: Rotation may not impact the thumbnail (preview) of the document. So, while the document may appear to have its original orientation at first glance, when the user opens the document (which is the proper way to inspect a document), the document will have the rotated orientation.
New User Workflow, if applicable: Not applicable.
Document Viewer Size-to-Fit
Feature(s): Students, Forms → Requests, Enrollment → Review
Role(s): All with Access to Student Documents
Description: The platform now automatically sizes the generated PDF of an uploaded document to fit when the document is first opened in the platform. This enhancement addresses the prior need to resize a generated PDF to inspect a document. Users are still able to resize the document to their liking. The existing process for document resizing remains unchanged.
Note: Rotation may not impact the thumbnail (preview) of the document. So, while the document may appear to have its original orientation at first glance, when the user opens the document (which is the proper way to inspect a document), the document will have the rotated orientation.
New User Workflow, if applicable: Not applicable.
Improved Experience with Password-Protected Documents
Feature(s): Students
Role(s): All with Access to Student Documents
Description: When a user goes to review a password-protected document that has been uploaded to the Student Card, the document viewer itself will prompt the user for the password.
New User Workflow, if applicable: Not applicable.
Improved Visibility Behavior on Plans Page
Feature(s): Plans
Role(s): All with Access
Description: When a user navigates to the Plans page, the user will only see rows for students who have at least one plan with a concern visible the user’s role. For example, if a student has a plan with the Asthma concern and a plan with the Accommodation concern, the nurse will only see the Asthma plan and the counselor the Accommodation plan. A learning specialist, for example, would not see a row for this student since neither Asthma nor Accommodations concerns are visible to that role.
New User Workflow, if applicable: Not applicable
Student Summary PDFs Preclude Past Conditions
Feature(s): Students
Role(s): All with Access to Student Data
Description: When a user exports the Student summary PDF for (a) students(s), the platform will not include past conditions in the Conditions section of the generated PDF.
New User Workflow, if applicable: Not applicable
Student Summary PDFs Surface Other Condition Value
Feature(s): Students
Role(s): All with Access to Student Data
Description: When a user exports the Student summary PDF for (a) students(s), if the “Other” condition is active on the student’s record, the PDF will surface the “Other condition” value, which provides the user-inputted condition name.
New User Workflow, if applicable: Not applicable
Filter Bubble for Archived Encounters
Feature(s): Encounters → History
Role(s): All with Access
Description: When a user navigates to the Encounters → History page, if they select the “Archived” filter bubble, the table of encounters will populate all archived encounters within visible scope from most recent to least recent by default.
New User Workflow, if applicable: To show archived encounters:
Select “Encounters” from the left navigation bar.
Select the “Archived” filter bubble above the table of encounters.
Restored Behavior of Conditions Filter on Student Roster
Feature(s): Students → Roster
Role(s): All with Access
Description: We have resolved an issue with the Conditions column filter so that users can now type or select from the dropdown the appropriate condition to filter the roster list as expected.
New User Workflow, if applicable: Not applicable.
Computed Age No Longer Rounded on Student Roster
Feature(s): Students → Roster
Role(s): All with Access to Student Data
Description: We resolved an issue where the computed age in parentheses in the Birthdate column of the student roster was rounding up to the next year. However, the computed age on the student card itself was always correct.
New User Workflow, if applicable: Not applicable
Additional Users Can Export Allergies and Conditions Data from Student Roster
Feature(s): Students → Roster
Role(s): Athletic trainer, School administrator, Medication administrator
Description: Users with the above roles can exports data on students’ allergies and conditions from the Students → Roster page.
New User Workflow, if applicable: To export allergies and conditions data from the Student Roster:
Select “Students” from the left navigation bar.
Select “Roster.”
Hover over the “Download” button.
Hover over the appropriate role (e.g., Athletic trainers).
Hover over “Students.”
Select the appropriate export (e.g., “Students with serious allergies”).
Restored Ability to Rename Student Groups
Feature(s): Students → Groups
Role(s): All with Access
Description: We have resolved an issue where users were unable to update the name of student groups within their scope. That ability has now been restored, and users can update the name of groups via the usual process.
New User Workflow, if applicable: Not applicable
Monthly Reports Now Automatically Generated per Month
Feature(s): Reporting → Reports
Role(s): Nurse, Clinic aide, Counselor, Administrator
Description: When users go to generate a prebuilt report by August Schools, the user will now choose a predefined report for the appropriate month from a list of previous and current months.
The two monthly reports prebuilt by August Schools are:
Clinic summary (for Nurse, Clinic aide, and Administrator roles)
Behavioral health summary (Counselor and Administrator roles)
New User Workflow, if applicable: To generate a monthly summary report:
Select “Reporting” from the left navigation bar.
Select “Reports.”
Hover over the “Start report” button.
Hover over the appropriate role (e.g., Nurse).
Hover over the appropriate report (e.g., Clinic summary).
Select the report for the appropriate month [(e.g., Clinic summary (April 2024)]
Administered Time Field Required for Ad-Hoc Medication Administrations
Feature(s): Medications → Administrations, Encounters → History
Role(s): Nurse, Clinic aide, Medication Administrator
Description: When a user creates an ad-hoc medication adminsitration, the user will now have to fill out a new Administered time field that consists of:
A date field (MM/DD/YYYY) that allows the user to specify the day on which the administration occurred.
A time field that allows the user to specify the time of day on which the administration occurred.
This new field also resolves an issue where adding medication administrations as a treatment on certain Nurse and Clinic aide encounters were defaulting to the current date and time, which precluded retroactive charting.
New User Workflow, if applicable: Not applicable
Improved Medication Dates
Feature(s): Students, Medications → Administrations, Medications → Inventory
Role(s): Nurse, Clinic aide, Medication administrator ****
Description: There are now four date fields relevant to a student medication that each have their own ability to reflect the time-based validity of a student medication and/or its dosage events:
Medication activation date: This medication will not be considered active prior to this date. Meds with no activation date will be considered active immediately. Inactive meds do not generate medication administrations regardless of the information on the dosage events.
End date: This medication will not be considered active following this date. Leave blank if you do not wish to automatically deactivate this medication.
Dosage start date: The first date this dose should be administered. Medication administrations will not generate for this dosage event prior to this date.
Dosage end date: The last date this dose should be administered. Medication administrations will not generate for this dosage event following this date.
The processes for creating and updating student medications remain otherwise unchanged.
New User Workflow, if applicable: Not applicable.
Student Medication Note Surfaced on Ad-Hoc Medication Administration
Feature(s): Medications → Administrations
Role(s): Nurse, Clinic aide, Medication Administrator
Description: If the Notes field is populated for a student medication, when the user goes to create an ad-hoc adminsitration for the student medication, the inputted text of the Notes field will display under Medication field. This newly surfaced information provides often useful dosage information that lives on the student medication record.
New User Workflow, if applicable: Not applicable
Resolved Unexpected Behavior in Updating Student Medication Doses
Feature(s): Students
Role(s): Nurse, Clinic aide, Medication Administrator
Description: We resolved an issue where values inputted for the Quantity and Frequency fields on Timed and As-Needed Doses on student medications were not saving.
New User Workflow, if applicable: Not applicable
Improved Display of Immunization Registry Data
Feature(s): Immunizations → Student
Role(s): Nurse, Clinic aide, Immunization Manager
Description: When the user selects the ‘View registry’ hyperlink on a student’s immunization record on the Immunizations → Students page, all information visualized from the registry now fits on the pop-up window.
New User Workflow, if applicable: Not applicable..
Student Card Designation for Annual Physical
Feature(s): Students
Role(s): Nurse, Clinic aide
Description: When the user opens a Student Card, there is now a designation among the Student Tags that shares the number of files uploaded to the student’s record that:
Have the ‘Annual physical form’ file tag
Have an ‘Expires at’ date that has not passed, OR
Do not have an ‘Expires at’ date, incase a valid physical was uploaded without this value set.
This new designation helps users more quickly identify a student’s potential compliance with annual physical compliance.
New User Workflow, if applicable: Not applicable.
Addition of Vitals Form No Longer Precluding Chief Complaint Values on Encounters → History Table
Feature(s): Encounters → History
Role(s): Nurse, Clinic aide
Description: When a nurse or clinic aide user adds the Vitals form to a Quick note within an encounter, the chief complaints selected within the note now appear on the Chief complaints column of the Encounters → History table.
New User Workflow, if applicable: Not applicable
New Warning Message When Attempting to Archive Screening Forms
Feature(s): Screenings → Group Screenings, Screenings → All Screenings
Role(s): Nurse, Clinic aide
Description: When a user goes to archive an individual screening, if the screening encounter (form) itself is not open (such as if the group screening was archived or locked), the user will see the message “The underlying encounter must be open to enable this action.” This message aims to avoid confusion when the screening encounter persists.
New User Workflow, if applicable: Not applicable
New Student Condition
Feature(s): Students
Role(s): Nurse, Clinic Aide
Description: The following new conditions have been made available for selection on the Conditions tab of the Student Card:
Chronic conditions → Selective mutism
New User Workflow, if applicable: Not applicable
New Dispositions
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: The following new dispositions have been added where the field is present on encounters:
Sent home per parent request
New User Workflow, if applicable: Not applicable
Updates from February 16, 2024
New Features
Schedules feature set
Feature(s): Schedules → Scheduled items, Schedules → List, Upcoming scheduled items board widget, Scheduled Support Student card tab
Role(s): All with access to Encounters
Description: Schedules is a set of features in the August Schools platform that allow users to schedule, manage, and transact on recurring interventions. The user can create scheduled support, which is a schedule that the platform will then use to create scheduled items for the user to facilitate the documentation process.
New User Workflow, if applicable: Please refer to the Scheduled Support Help Center articles for detailed guidance.
Current Procedural Terminology (CPT) Code field
Feature(s): Encounters
Role(s): Counselor
Description: We have created a new encounter field type called “Current Procedural Terminology (CPT) Code” that will contain the CPT codes accepted by the Centers of Medicare and Medicaid Serves (CMS) for services such as Medicaid for the fiscal year. The field currently has a subset of the behavioral health CPT codes and is being piloted on custom encounter types on the Counselor role.
If you are interested in incorporating this new CPT fields in (a) behavioral health encounter(s) at your school or district, please let your Customer Success Manager know for more information.
New User Workflow, if applicable: To use the CPT code field:
Open a “Billable behavioral health service” encounter type
Locate the “Current Procedural Terminology (CPT) Code” field
Select the pertinent CPT code from the dropdown menu
Improvements to Existing Features
Subset of Student roster columns and data now optional
Feature(s): Students → Roster, Student Card
Role(s): All with access to student data
Description: The following columns on the Students → Roster page now have optional visibility:
International student
Boarding or day student
Dorm room
Pronouns
Race
The following student data now has optional visibility on student records in the platform:
Pronouns
Race
To configure the visibility of this data and these columns, please reach out to your Customer Success Manager.
New User Workflow, if applicable: Not applicable
Five- and ten-minute default encounter lengths added
Feature(s): Encounters
Role(s): All with access
Description: When the user goes to add an end time to an encounter note, there are now default options for the following lengths of time:
Five minutes
Ten minutes
The total list of default lengths are:
Five minutes
Ten minutes
Fifteen minutes
Thirty minutes
Forty-five minutes
One hour
New User Workflow, if applicable: Not applicable
Archived plan concerns hidden from current view
Feature(s): Plans
Role(s): Nurse, Counselor, Learning specialist, School administrator ****
Description: On the Plans page, when the list of plans is filtered to current plans, the plan concerns for archived plans no longer show.
New User Workflow, if applicable: Not applicable
Improvements to Student medication experience
Feature(s): Medications → Administrations
Role(s): Nurse, Clinic Aide, Medication Administrator
Description: When the user creates or updates a student medication, the user can now indicate:
The ordered dosage of the medication
The expiration date of the medication
In addition to the pre-existing fields on the medication adminsitration form.
New User Workflow, if applicable: Not applicable
Improvements to the ad-hoc dose experience
Feature(s): Medications → Administrations
Role(s): Nurse, Clinic Aide, Medication Administrator
Description: When the user creates an ad-hoc dose event for a student medication, the user can will now only indicate:
The quantity of the medication
The unit of the quantity of the medication
The frequency of the dose
In addition to the pre-existing fields on the medication adminsitration form.
New User Workflow, if applicable: Not applicable
Requires OTC consent field of clinic medications
Feature(s): Medications → Administrations
Role(s): Nurse, Clinic Aide, Medication Administrator
Description: There is a new field on the clinic medication record named “Requires OTC consent” that allows the user to designate to which OTC permission parents can elect does the medication pertain (e.g., Advil 10 mg tablet corresponds with the Ibuprofen OTC permission).
New User Workflow, if applicable: To designate the OTC permission of a clinic medication:
Navigate to Medications → Inventory
Locate the Clinic medications table
Click on the row for the appropriate clinic medication
Select “Manage inventory”
Update the “Requires OTC consent” field
Select “Confirm”
Improvements to Medication administration experience
Feature(s): Medications → Administrations
Role(s): Nurse, Clinic Aide, Medication Administrator
Description: When the user marks a medication adminsitration as completed, the user will now see:
The ordered administration dose of the medication
The ordered administration route of the medication
The ordered form of the dose the medication
The ordered dose of the medication
The ordered time of the dose of the medication
When the user marks a medication adminsitration as completed, the user can now indicate:
The administered form of the medication
The administered route of the medication
In addition to the pre-existing fields on the medication adminsitration form.
New User Workflow, if applicable: Not applicable
Resolved medication inventory history issue
Feature(s): Medications
Role(s): Nurse, Clinic Aide
Description: We have resolved an issue where the history of changes in the inventory of school-administered student medications was not appearing accurately after administrations of the medication were recorded. The History tab for the student medication on the Medications → Inventory page will now accurate reflect changes to inventory due to medication administrations.
New User Workflow, if applicable: Not applicable
Meningococcal default change from C/Y to MenACWY
Feature(s): Immunizations
Role(s): Nurse, Clinic Aide, Immunization Manager
Description: The immunization scanner now by default applies the meningococcal shot types and dates that its parses from your imported document toward the Meningococcal (MenACWY) immunization requirement instead of the Meningococcal C/Y immunization requirement.
New User Workflow, if applicable: Not applicable
Medication administrator role can access Medications feature set
Feature(s): Medications
Role(s): Medication administrator
Description: We resolved an issue where users with the Medication administrator role could not access or action upon medication adminsitration records.
New User Workflow, if applicable: To administer a medication:
Navigate to the Medications → Administrations page
Locate the row for the specific medication adminsitration for the appropriate student and medication
Select the “Mark administered” button on the leftmost column for the adminsitration.
The button looks like a checkmark enclosed in a circle.
Updated Units of quantity
Feature(s): Medications
Role(s): Nurse, Clinic Aide, Medication administrator
Description: We have updated the available options available on the Unit of quantity field across the Medications feature set:
Auto-injector
Caplet
Capsule
Capsule, softgel
Capsule, sprinkles
Drop (gtt)
Finger tip (small amount)
Lozenge
mL
Nebulizer
Nasal Spray (for narcan, midaz, bagsimi, etc)
Patch
Pill
Puff
Suppository
Tablet
Tablet, chewable
Tablet, buccal
Tablet, subingual
Unit
Vial
If you have a custom list of encounter types but are interested in using these encounter types at your school or district, please let your Customer Success Manager know for more information.
New User Workflow, if applicable: Not applicable
New “Recurrent treatment” encounter types
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: We have created the following encounter types under “Recurring treatments” as part of our default offering:
Playground injury visit
Cold symptoms visit
Temperature check visit
Potty accident visit
Ear pain visit
If you have a custom list of encounter types but are interested in using these encounter types at your school or district, please let your Customer Success Manager know for more information.
New User Workflow, if applicable: Not applicable
New Chief Complaints
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: The following new chief complaints have been added where the field is present on encounters:
Acute conditions → Numbness
Acute conditions → Tingling
New User Workflow, if applicable: Not applicable
New Allergies
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: The following new allergies have been added where the field is present on encounters:
Tree nuts → Macadamias
New User Workflow, if applicable: Not applicable
Updates from December 22, 2023
New Features
Portal-visible student tags
Feature(s): Portal
Role(s): SysAdmin
Description: We have released the first iteration of visible student tags. Users with the SysAdmin role can choose which of the existing tags that have been placed on student records across the platform should be visible to faculty portal users. When the user selects the tag(s), the tag(s) will show alongside the conditions and allergies as applicable for each student on the Roster page in the portal. Please note that SysAdmins can choose from tags originating from all roles.
New User Workflow, if applicable: To make existing Student tags visible in the Portal:
Navigate to the Settings page
Click the “Tags visible to faculty” field under the “Instance settings” section
Select the tag(s) from the dropdown menu, OR type the name of the tag(s) to search
Tags will be grouped by the role to aid identification
Select the “Update settings” button below the field
Please note that the selected tags may take a moment to persist in the list of chosen tags on the Settings page but that they are visible in the Portal as soon as you select “Update settings”
Student and section search in Faculty Portal
Feature(s): Portal
Role(s): Faculty
Description: We have introduced the ability to search for a student or section by name in the portal as a faculty user. Previously, users had to scroll down a list of students or sections to identify the desired one.
New User Workflow, if applicable: To search for a student or section in the Portal:
Select the magnifying lens icon at the top right of the Portal
A pop-up window appears
Type the name of the desired student or section in the search field on the pop-up window
Select the desired student or section in the list of results below the search field
The page will refresh to a details page for the student or section
Standing form batch requests
Feature(s): Forms
Role(s): All with access
Description: When a user creates a form batch request, the user can now designate the request as standing. A standing batch request persists in the recipient’s portal to allow them to submit responses at any time and any number of times, obviating the need to generate a new form batch request upon submission. This ability was first available when users could only create single form requests.
New User Workflow, if applicable: To create a standing form batch request:
Navigate to Forms → Requests
Select “Create batch request”
Select the “Standing” checkbox
Hiding empty fields during Plan PDF generation
Feature(s): Plans
Role(s): All with access
Description: When a user generates PDFs for the forms they have added and filled out on a student’s Plan record, the user can now instruct the platform to remove empty fields from the PDF generated of the form. This ability provides the flexibility to produce more concise documentation when desired.
New User Workflow, if applicable: To hide empty fields from a Plan PDF:
Navigate to Plans
Select the row for the desired student
Select the tab desired plan as designated by its concern (e.g., Diabetes, Accommodations)
Select the “Generate files” button on the “All files” tab for the desired plan
Select the “Hide empty fields?” checkbox
Select the blue “Confirm” button
Wait momentarily as the platform (re)generates the PDF
Improvements to Existing Features
Encounter notes can be unlocked
Feature(s): Encounters
Role(s): Managers and SysAdmins
Description: Users with the roles of Manager and/or SysAdmin can now unlock encounter notes. Previously, these users were able to achieve this only the level of the encounter type.
New User Workflow, if applicable: To re-open an encounter:
Navigate to Encounters → History
Search for the locked or closed encounter
Select the row for the encounter from the table to open the encounter
Scroll down to the locked note
Select the ‘Re-Open’ button next to the ‘Parties present’ field towards the top right of the encounter note
Restored ability to archive student groups
Feature(s): Students
Role(s): All with access
Description: We have resolved an issue that prevented users from archiving groups on the Students → Groups page. Please refresh the Students → Groups page to once you have archive the group.
New User Workflow, if applicable: Not applicable
Resolved issue with creating student groups
Feature(s): Students
Role(s): All with access
Description: We have resolved an issue that prevented users from creating students groups based on Student tag and Faculty advisors values on the Students → Groups page. Please refresh the Students → Groups page to once you have archive the group.
New User Workflow, if applicable: Not applicable
Resolved athletics injury column display issue
Feature(s): Encounters
Role(s): Athletic trainer
Description: We have resolved an issue with how the ‘Athletics injury’ column on the Encounters → History page was displaying the inputted ‘Type of injury’ value.
New User Workflow, if applicable: Not applicable
Optional identifiable information on Student card hyperlinks
Feature(s): Students
Role(s): All with access to Student Data
Description: For Student card hyperlinks throughout the platform, it now possible to the following additional identifiable information for the student to complement their first and last name:
Middle name
External ID
Date of birth
If you are interested in adding this additional information to the Student card hyperlinks in your instance of the August Schools platform, please let your Customer Success Manager know for more information.
New User Workflow, if applicable: Not applicable
Progress notifications for imports
Feature(s): Immunizations, Students
Role(s): All with access
Description: When the user imports a document via the Students → Roster page or an immunization record on the Immunizations → Student page, the user can track the status of the import on the existing Progress notification pop-up window.
New User Workflow, if applicable: Not applicable
Date of birth added to Immunizations Record
Feature(s): Immunizations
Role(s): Nurse, Clinic Aide
Description: When the user views the immunization record for a student, the user will now see the student’s date of birth. The following fields are available on the record for verification purposes:
First and last name
Date of birth
Age (in years)
Grade level
New User Workflow, if applicable: Not applicable
Documentation upload and file tagging for all immunization exemptions
Feature(s): Immunizations
Role(s): Nurse, Clinic Aide
Description: When the user enters an exemption on a student’s record, every exemption type now accommodates the upload of a waiver file. Previously, only the “Titer” and “History of illness” exemption types accommodated file upload.
Additionally, there is now a file tag for each type of waiver file:
Immunization record titer lab result
Immunization record observed illness documentation
Immunization record exemption waiver file
Immunization record medical exemption file
Immunization record conscientious objection file
Immunization record attestation file
Immunization record history of illness file
New User Workflow, if applicable: Not applicable
Action plans tab always visible on Student Card
Feature(s): Students
Role(s): All with access
Description: We removed logic that prevented the Action plans tab from being visible on a Student Card if the student did not have one or more plans on their record. The tab is now visible in the absence of a plan, and users can also add a plan from that tab.
New User Workflow, if applicable: Not applicable
School administrators can see student conditions and allergies
Feature(s): Students
Role(s): School administrator
Description: Users with the School administrator role can now see the conditions and allergies on a student’s record.
New User Workflow, if applicable: To see the conditions and allergies for a student:
Open a student card from the Students → Roster page or clicking a hyperlink elsewhere in the platform
Select the Conditions tab
New College counselor encounter types
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: We have created the following encounter types under part of our default offering:
Post-secondary planning
Academic check-in
Academic walk-in
Transcript review
Schedule & course selection
Academic planning
Personal goals
If you have a custom list of encounter types but are interested in using these encounter types at your school or district, please let your Customer Success Manager know for more information.
New User Workflow, if applicable: Not applicable
New user credential added
Feature(s): Users
Role(s): SysAdmin
Description: We have added the following new user credential(s) to the list of available credentials on the Users page:
Licensed Vocational Nurse (LVN)
Master of Arts (MA)
Licensed Athletic Trainer (LAT)
Athletic Trainer, Certified (ATC)
Corrective Exercise Specialist (CES)
New User Workflow, if applicable: Not applicable
New “Recurrent treatment” encounter types
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: We have created the following encounter types under “Recurring treatments” as part of our default offering:
Nebulizer treatment
Nutrition
If you have a custom list of encounter types but are interested in using these encounter types at your school or district, please let your Customer Success Manager know for more information.
New User Workflow, if applicable: Not applicable
New “Templates” encounter types
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: We have created the following encounter types under “Templates” as part of our default offering:
Eye concern visit
Playground injury visit
Injury visit
If you have a custom list of encounter types but are interested in using these encounter types at your school or district, please let your Customer Success Manager know for more information.
New User Workflow, if applicable: Not applicable
New Treatments
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: The following new treatments have been added where the field is present on encounters:
Observation → Check urine ketones
Observation → Screening → Vision screening
Observation → Screening → Hearing screening
Observation → Screening → Body mass index (BMI) screening
Observation → Screening → Spinal screening
Observation → Screening → Blood pressure screening
Observation → Screening → Acanthosis screening
Observation → Screening → Tuberculosis screening
Observation → Screening → Dental screening
Observation → Screening → Pediculosis screening
Observation → Screening → Otoscope screening
New User Workflow, if applicable: Not applicable
Updates from November 13, 2023
New Features
Auto-closure and auto-locking of encounters
Feature(s): Encounters
Role(s): All with access
Description: Encounters can be automatically marked as closed or locked after a specified amount of time has passed after a specified action on the encounter occurs. For example, encounters can be automatically marked as closed 24 hours after the encounter is opened and/or marked as locked 72 hours after the encounter was last updated.
These automated actions prevent encounters from being left open indefinitely, which prevents the editing of encounters in perpetuity and the obscuring of metrics on ongoing support (when designated by the number of open encounters at a given time).
At this time, it is possible to apply the above to:
All encounters created across all roles in your instance of the August Schools platform, OR
All encounters created just by nurses in your instance of the August Schools platform, AND/OR
All encounters created just by counselors in your instance of the August Schools platform
We will let you know as we accommodate these auto-closure and auto-lock rules for additional roles, at which time you will be able to specify these additional rules. Your Customer Success Manager will reach out to confirm these preferences.
New User Workflow, if applicable: Not applicable
Re-opening closed and locked encounters
Feature(s): Encounters
Role(s): Manager, SysAdmin
Description: Users with either the Manager or Sysadmin roles can now change the status of an encounter from closed or locked to open.
New User Workflow, if applicable: To re-open an encounter:
Navigate to Encounters → History
Search for the locked or closed encounter
Select the row for the encounter from the table to open the encounter
Select the ‘Re-Open’ button next to the ‘Export PDF’ button to the top right of the encounter
.csv exports for student data for Clinic aides
Feature(s): Students, Exports
Role(s): Clinic aide
Description: Clinic aides can now download several, curated .csv exports of specific student data from the Students → Roster page.
New User Workflow, if applicable: To download a .csv export:
Navigate to Students → Roster
Hover over the ‘Download’ button towards the top right
Expand the list of available exports by hovering first over ‘Clinic aide’ then ‘Students’
Select the desired .csv export from the list
Filter bubbles on Immunizations Import page
Feature(s): Immunizations
Role(s): Nurse, Clinic Aide
Description: The Import immunization records page now has filter bubbles above the table of imported records that allow the user to narrow the records to those that have the desired import status. The filter bubble options are:
All: shows all records
Queued: shows records that the platform has queued for reading by the Robo-Nurse and thus have not yet been imported
Processing: shows records whose document is still being read by the Robo-Nurse
Need inspection: shows records that were read by the Robo-Nurse but required manual review and fixes, as needed, before being moved to student record; please note that this status persists on the record to denote the record required manual input.
Finished: shows records whose documents were read by the Robo-Nurse completely. This can include records that were found to need inspection
In Progress: shows records whose documents were read but still need to be imported to the student record
Failed: shows all records for which the import failed to read the information (e.g., shot dates, immunization types)
New User Workflow, if applicable: While on Immunizations → Students page:
Select the ‘Import immunization records’ page
Select the appropriate filter bubble above the table of records
Professional credentials for users
Feature(s): Users
Role(s): SysAdmin
Description: Users with the SysAdmin role can now input the professional credentials of platform users on the Users page. The user can input the credential (e.g., Medical Doctor), the credential identification number (e.g., NPI), and the credential end date. The credential abbreviation (e.g., MD) will populate the ‘Licenses’ column on the Users table, and the information will live on the user’s record in the backend for future use.
This improvement is an important step towards facilitating additional workflows such as billing for school-based services, which often requires recognizing and providing the credential of the school-based provider. More work is forthcoming to surface these credential prefixes or suffixes throughout the platform.
New User Workflow, if applicable: To input credentials when adding a new user:
Navigate to the Users page
Select the ‘Invite user’
Select the appropriate credential in the ‘Credentials’ field
Enter the credential identification number in the field whose name ends with ‘identification number’
Enter the credential expiration date in the field whose name ends with ‘expiration date’
To input credentials on an existing user:
Navigate to the User page
Locate the row for the appropriate user
Click on the row for the appropriate user
Select the ‘Edit’ button
Select the appropriate credential in the ‘Credentials’ field
Enter the credential identification number in the field whose name ends with ‘identification number’
Enter the credential expiration date in the field whose name ends with ‘expiration date’
Surfacing encounters for which a faculty member is the subject
Feature(s): Faculty → Staff
Role(s): All with access
Description: When a faculty member is selected as the subject of an encounter, the encounter is now visible on a new ‘Encounters’ tab on the faculty record on the Faculty → Staff page.
New User Workflow, if applicable: To access the encounters for a given faculty member:
Navigate to Faculty → Staff page
Click on the row in the table for the appropriate faculty member
Select the ‘Encounters’ tab on the Faculty card
Click on the row in the table for the desired encounter
Improvements to Existing Features
Role visibility for Student Groups
Feature(s): Students
Role(s): All with access to student data
Description: Users can now specify to which of their roles a student group they create should be visible. Groups that were created prior to this change are now only visible to the roles of the user who created the group at the time of creation.
New User Workflow, if applicable: To set the visibility of a student group:
Navigate to Students → Roster
Select the ‘Create student group’ button
Select the appropriate role(s) in the ‘Visible to roles’ multi-select dropdown menu
Improved plan PDF generation experience
Feature(s): Plans
Role(s): Nurse, Counselor, Learning Specialist
Description: Users with access to the Plans feature can click a ‘Generate plans’ button to produce a PDF of the plan forms they completed. When the user selects this button, the platform will generate at least two PDFs: one PDF for each individual form that the use filled out for the plan, and one that collates all these forms into one.
This generation is particularly important for users who may need to complete more than form for a given plan concern. For example, for an accommodation concern, there may be a form to complete as part of an evaluation and another to complete to describe the nature of the accommodation(s); and both together may constitute the official accommodation plan for the student.
New User Workflow, if applicable: To generate PDFs for a plan:
Navigate to the Plans page
Click on the appropriate row for the student
Select the appropriate plan concern next to the ‘+’ button
Select the ‘Generate files’ button
The platform will take a moment to generate the files
‘No records’ option re-added to Immunizations status filter on Student Roster
Feature(s): Students → Roster
Role(s): Nurse, Clinic aide
Description: We have restored the ability to filter the student roster by the absence of immunization records on the student’s record, as denoted by selecting the ‘No records’ option when using the filter on the ‘Immunization status’ column.
New User Workflow, if applicable: To filter the roster by student immunization status:
Navigate to the Students → Roster page
Select the filter button on the ‘Immunization records’ column
Select the ‘No records’ option
Platform no longer automatically overriding Immunization status when meeting ‘No records’ criteria
Feature(s): [Insert feature(s) here]
Role(s): [Insert list of pertinent roles here]
Description: We have disabled the automatic overriding of Immunization status to ‘No records’ when the student’s record has none of the state-required immunizations on file. Therefore, manual overrides to the student’s immunization status will persist despite the student not having any of the required immunizations.
New User Workflow, if applicable: Not applicable
Past conditions and allergies no longer displaying prominently on Student Card
Feature(s): Student Card
Role(s): Nurse, Clinic Aide
Description: When a student’s allergy or condition record status changes to ‘past’ (e.g., the end date of the record has past), there will no longer be a condition or allergy tag at the top of the student card for the record.
New User Workflow, if applicable: Not applicable
Resolve Student support team tag issue
Feature(s): Student Card
Role(s): Student Support Team
Description: We resolved an issue where Student Tags added by users with the Student support team were not persisting. They now persist on the Student Card.
New User Workflow, if applicable: Not applicable
Age and grade displayed next to student name on Immunization Record
Feature(s): Immunizations → Students
Role(s): Nurse, Clinic Aide
Description: When the user opens a student’s immunization record on Immunizations → Student, the pop-up window displays the student’s age and grade next to their name. This helps the user confirm whether they are viewing and/or editing the appropriate record.
New User Workflow, if applicable: Not applicable
New Counselor file tag option
Feature(s): Files
Role(s): Counselor
Description: When the counselor goes to add a tag to a file uploaded to the student record, the counselor will see the following new option(s) available:
Consent for disclosure
New User Workflow, if applicable: Not applicable
New Nurse Treatment option added to dropdown menu
Feature(s): Encounters
Role(s): Nurse, Clinic Aide
Description: When the nurse uses the Treatment field in an encounter, the nurse will see the following new option(s) available:
Observation → Check blood ketones
New User Workflow, if applicable: Not applicable
Updates from October 2, 2023
Improvements to Existing Features
SMS Communications Restored
Feature(s): Messages, Alerts
Role(s): All with Access
Description: We have restored the ability to send text message (SMS) communications via Message threads. This is currently being re-enabled on a customer by customer basis.
New User Workflow, if applicable: Not applicable
Improvements to Student Medications
Feature(s): Student Card, Medications
Role(s): Nurse
Description: It is now possible to specify the Start Date and End Date of a Student Medication via the Medications tab of the Student Card.
For Student Medications that are administered at school, there is now an Inventory Status field that populates as “Pending” or “Active.” When the inventory status is Active, the platform will automatically generate the Medication Administrations for the Student Medication.
New User Workflow, if applicable: To add dates:
Open a Student Card
Navigate to the Medications tab
Select ‘Add student medication’ OR select an existing medication from the list
Populate the start date in the Start Date field
Populate the end date in the End Date field
To update status:
Open a Student Card
Navigate to the Medications tab
Locate the appropriate row for the Student Medication
Toggle in the Inventory Status column between Pending or Active, as appropriate
Surfacing Student Medication notes on Medication Administrations table
Feature(s): Medications → Administrations
Role(s): Nurse, Clinic Aide
Description: When a nurse or clinic aide adds a new student medication, it is possible for the nurse to include a note. When the student medication generates medication administrations, then nurse will now see this student medication nurse in the Note column of the table on Medications → Administrations page.
New User Workflow, if applicable: Not applicable
Specifying unit of quantity on Medication Administrations
Feature(s): Medications → Administrations
Role(s): Nurse, Clinic Aide
Description: Currently, when the nurse creates a new Medication Adminsitration on the Medications → Administrations page, the nurse can specify the unit of quantity after providing the quantity administered in a new field labeled Unit of quantity.
Current selections include:
Milliliters
Puffs
Units
Pill/Capsule
New User Workflow, if applicable: Not applicable
Surfacing Condition and Allergy notes on the Condition tab of the Student Card
Feature(s): Student Card
Role(s): Nurse, Clinic Aide
Description: When a nurse or clinic aide add a condition or allergy, OR a parent specifies a condition or allergy via Enrollment, to a student’s record, it is possible to add a note. The Conditions tab of the Student Card now surfaces these notes in a Notes column on both the Conditions and Allergies tables.
New User Workflow, if applicable: Not applicable
Edits to Conditions and Allergies
Feature(s): Student Card
Role(s): Nurse, Clinic Aide
Description: It is now possible for the nurse or clinic to edit existing conditions and allergies on the Conditions tab of the Student Card. The nurse or clinic aide can edit all the fields on condition and allergy, including the new Start date and End date fields.
New User Workflow, if applicable: Not applicable
Standardization of File Tags
Feature(s): Documents
Role(s): All with Access
Description: We have standardized file tags across roles and environments. This standardization helps improve the document export experience by ensuring that this technology only sees recognized file tags. There are over 60 unique file tags across all users that describe most documents uploaded to the platform.
New User Workflow, if applicable: Not applicable
Improved User Experience on Documents tab of Student Card
Feature(s): Student Card, Documents
Role(s): All with Access
Description: When a user navigates to the Documents tab of the Student card, they will now be able to:
Filter the documents visible by file tag
Filter the documents visible by current or archived status
Be able to archive a document
Be able to delete a document
New User Workflow, if applicable: Not applicable
New Immunizations Records PDF Export
Feature(s): Immunizations, Student Card, Documents
Role(s): Nurse
Description: It is now possible to export a PDF of a student’s immunization records. The PDF will contain:
The student’s overall compliance status
The table of immunization types, compliance, and shot dates
A table of exemptions, if applicable
A table of titers, if applicable
New User Workflow, if applicable: From the student card:
Open the Student Card
Open the Immunizations tab
Select the Export PDF button
From the Immunizations → Student page:
Navigate to the Immunizations → Students page
Select the row for the student
Expand the immunization pop-up on the right
Select the Export PDF button next to the Add document button
Improved Student Summary PDF export
Feature(s): Documents
Role(s): All with Access
Description: The Student Summary PDF (file tag Student Health Summary) has been updated to show the following:
Share the consent forms on file
Prominently display the severe allergies on file
Show all medications on file, including OTC medication elections
Show emergency contacts and other family contacts on file
Show the addresses on file
Provide insurance information
Show all allergies and conditions on file
Show demographic statistics such as date-of-birth, grade, email, gender, pronouns, legal sex
New User Workflow, if applicable: Not applicable
Encounter Export PDF button functional for additional roles
Feature(s): Encounters, Exports
Role(s): College Counselor, Learning Specialist, Social Worker, Clinic Aide, School administrator, Medication Administrator, Student Support Team, Behavioral Specialist, School Psychologist
Description: For users with the following roles, when they open a single encounter, they will see an Export PDF button that now allows them to generate a PDF export of the encounter.
New User Workflow, if applicable: Not applicable
Ability to archive Plans
Feature(s): Plans
Role(s): Nurse, Counselor, Learning Specialist
Description: When the user navigates to the Plans and selects the row for a student, the user will now see a red Archive plan button towards the bottom right of the expanded row that will allow them to archive each of the student’s plans as needed.
New User Workflow, if applicable: To archive a plan:
Navigate to Plans page
Select the row for the student
Select the appropriate tab for the action plan needing to be archive
Select the red Archive plan button towards the bottom right of the expanded row
Repeat steps 3 and 4 as needed
Learning Specialists Document tab on Student Card
Feature(s): Student Card, Document Management
Role(s): Learning Specialist
Description: Users with the Learning Specialist role now have access to the Documents tab on the Student Card. They will have access to documents with the following tags:
academic_accommodation_physical
academic_accommodation
learning_document
neuro_psych_eval
student_pdf
New User Workflow, if applicable: Not applicable
New Conditions added to dropdown menu
Feature(s): Student Card
Role(s): Nurse, Clinic AIde
Description: When the nurse or clinic aide go to add a condition to the student record, they will now see the following new options available:
Acute Conditions → Pregnancy
New User Workflow, if applicable: Not applicable
New Allergies added to dropdown menu
Feature(s): Student Card
Role(s): Nurse, Clinic Aide
Description: When the nurse or clinic aide go to add an allergy to the student record, they will now see the following new options available:
Food → Kiwi
Food → Banana
Food → Corn
Food → Coconut
Food → Cantaloupe
Food → Sunflower Seeds
Food → Chickpea
New User Workflow, if applicable: Not applicable
New Nurse Treatment option added to dropdown menu
Feature(s): Encounters
Role(s): Nurse
Description: When the nurse uses the Treatment field in an encounter, the nurse will see the following new options available:
First-aid → Splinter removal
New User Workflow, if applicable: Not applicable
Updates from August 21, 2023
Improvements to Existing Features
Faculty Portal Users: Coach
Feature(s): Portal
Role(s): Coach
Description: We have extended the users of the August Schools Portal to select faculty members, beginning with coaches. When a coach is designated as such in the SIS, the August platform will assign them the Coach role in August Portal. In the Portal, the Coach will have access to the athletic sections and student athlete records from the August platform based on their access designated in the SIS.
New User Workflow, if applicable: Not applicable
Archiving restored for Student Medication from Student Card
Feature(s): Student Card
Role(s): Nurse, Clinic Aide
Description: We have restored the ability to archive a student medication from the Medications tab of the Student Card.
New User Workflow, if applicable: To archive the student medication:
Open the Student Card
Open the Medications tab
Locate the appropriate row for the student medication in the table under the List section
Select the red trash can icon
Select “Yes” on the warning popup message
More student information displayed in Subjects dropdown menus
Feature(s): Search
Role(s): All with Access
Description: When a user inputs a name in a Subjects fields throughout the platform, the platform will display at least the name, grade, and date of birth in the dropdown menu of students who may match the inputted name. This improvement aids identification of the proper student(s), especially in cases where certain names are common within the student population.
New User Workflow, if applicable: Not applicable
Middle name and External/Student ID now recognized in global student search
Feature(s): Search
Role(s): All with Access to Student Data
Description: When a user search for a student using the global search bar towards the top left of every page, the platform will now recognize an inputted middle name or external/student ID when producing results.
New User Workflow, if applicable: Not applicable
Users can delete forms from form request packets
Feature(s): Enrollment → Review, Forms → Requests
Role(s): Nurse, Clinic Aide, Counselor
Description: When a use opens an individual form request packet on Enrollment → Review or Forms → Requests, the user can now delete individual forms from the packet.
New User Workflow, if applicable: To delete a form from a form packet:
Navigate to Enrollment → Review or Forms → Requests
Open the appropriate form request packet
Click the red trash can icon next to the appropriate form
Click “Yes” on the warning message that rads “Are you sure you want to remove this form?”
Automatic archiving of form request packets for inactive students
Feature(s): Enrollment → Review, Forms → Requests
Role(s): Nurse, Clinic Aide, Counselor
Description: When a student becomes inactive in the August Schools platform (e.g., when they graduate, withdraw), if the student has an open form request packet, the platform will automatically archive the packet within 24 hours of inactivation.
New User Workflow, if applicable: Not applicable
Improvement to Enrollment Form Import
Feature(s): Enrollment → Review
Role(s): Nurse, Clinic Aide
Description: When the nurse or clinic aide opens an enrollment form packet that has a combination of submitted and not submitted forms, the nurse can select “Approve and import all submitted forms,” and the platform will import the submitted forms. Previously, the enrollment packet needed to be entirely complete for this bulk import of submitted forms.
New User Workflow, if applicable: Not applicable
Improved filtering of Enrollment form packets
Feature(s): Enrollment → Review
Role(s): Nurse, Clinic Aide
Description: When a nurse or clinic aide views the All enrollments tab on the Enrollment → Review page, the nurse can additionally filter the enrollment packets displayed by:
Needs review: packets that have one or more submitted forms that require review
Accepted: packets for which all forms have been submitted and accepted
Incomplete: packets that have one or more forms that have not been submitted
New User Workflow, if applicable: Not applicable
Plans no longer autogenerating PDFs
Feature(s): Plans
Role(s): Nurse, Counselor, Learning Specialist
Description: When a user creates a new Plan on a student record by completing a pre-built template, the user will now select a “Save” button at the bottom of the form to save the input values and generate a PDF. Previously, the platform automatically generated a PDF as the use completed the form, which momentarily prevented the user form entering information.
New User Workflow, if applicable: Not applicable
Updates from July 24, 2023
Please note: The following and previous updates leverage an older, tabular format. We apologize for any inconvenience this format may cause.
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
File exporting now available on Students → Section page | When users navigate to the Student → Sections page, they can now export documents for one or more sections at once by either file tag or action plan. | Students | All with access to student data | Improvement to Existing Feature |
Consolidation of Forms → Batches and Forms → Requests pages | Users can now send out both individual form requests and form requests packets, each to one or more individuals at once, on the Forms → Requests page. Users will create a batch and specify whether the batch will receive a single form request or a form request packet. | Forms | All with access to Forms | Improvement to Existing Feature |
All historic form requests are surfaced on Forms → Requests | All form requests that were created prior to the existence of batches can be accessed on the Forms → Requests page alongside new batches. Users can access these historical form requests on the “All form requests” tab, and all batches on the “All batches” tab of the page. | Forms | All with access to Forms | Improvement to Existing Feature |
Additional enrollment form request packets are not created when one already exists on student record | When an enrollment form request packet has been sent on behalf on a particular student, if the student is added to another batch that contains the same enrollment form packet, the platform will not create a duplicate enrollment form packet for the student. | Enrollment | Nurse | Improvement to Existing Feature |
Updates from June 16, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
New Alerts page | On the left navigation bar, users now see an Alerts page. On the Alerts page, the user will see a table of all alerts that have been sent out via the August platform for all students within a user’s scope and for the user themself. | Alerts | All with access to student data | New feature |
Ability to deactivate student contacts from the platform | Users now have the ability to deactivate contacts on the Home contact of the Student Card. Users can deactivate contacts that come in from the SIS or were created via the platform/portal. | Student Card | All with access | New feature |
Page refresh no longer needed to show supplemental forms in packet | We resolved an issue where supplemental forms in a form request packet required a page refresh to be visible to users in the list of forms. These supplemental forms were triggered by certain questions on previously submitted forms, but were not automatically appearing for users. | Portal | Parent | Improvement to Existing Feature |
Send reminders for one or more form requests or packets at once | Users are able to send reminders for multiple form requests and form request packets within a batch at once on the: - Forms → Requests page - Forms → Batches page - Enrollment → Review page The reminder will reach the recipients in the form of an automatic email. | Forms, Enrollment | Nurse, Counselor | New feature |
Admin action to resend platform invites | Internal August users with access to the July application can now resend invites to user to sign onto their specific instances. | July | August Schools Engineering and Customer Customer Success | New feature |
Alerts pertaining to a form request are now shown when reviewing the request | When an alert (email, reminder, etc.) is sent out for a single form request, a user with access to the form request can view the alert in a tab labeled “Alerts” when reviewing the details of the form request. | Forms → Requests | Nurse | Improvement to Existing Feature |
Improved resolution of placeholder students during enrollment | On Enrollment → Review, the nurse can search for a matching student in the SIS for placeholder student records generated during Enrollment by either typing the matching student’s name or selecting it from a dropdown of existing students.
When the August platform cannot find a match to an existing student from SIS using the information the parent provides, the platform creates a placeholder student record. This allows the parent to complete the form packet and for the nurse to associate the completed packet to the proper student at a later time. | Enrollment | Nurse | Improvement to Existing Feature |
Default document opening size increased to 100% | When a user opens a document in the August platform, the document will open by default at 100% of its size. | Student Card, Immunization Import | All with access | Improvement to Existing Feature |
Updates from May 19, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
Import student documents (Beta) | On the Students → Roster, there is a new button for “Import student documents.” When the user uploads a document, our “robo-nurse” artificial intelligence technology scans the document to determine which subject (student) to which it belongs. In cases where the user uploads a file comprised of documents for multiple students, the robo-nurse technology splits the file into individual documents and determines which subject to which each document belongs. | Students | All with access to Student data | New feature |
Open Alerts tab on Student Card | There is now a new Alerts tab on the Student card that surfaces all system notifications sent to families. Form requests and form request packets, reminders, medication inventory reminders (coming soon) are all surfaced and filterable on this list. For example, if a form request was sent out for Blake Adams as the subject, on Blake Adam’s student card, the Open alerts tab will show a record of the alert generated for the form request. | Student card | All with access to Student data | New feature |
Plans feature activated for the Learning Specialist role | Users with the Learning specialist role can now use the Plans feature set. They can upload PDFs of action plans or fill out pre-configured templates to attached to the student record (at this time, there is only the 504 accommodation template available for demo purposes). | Plans | Learning Specialist | New feature |
Automatic reminders for form requests and form requests packets | When a user sends out either a form request or form request packet, the August platform will automatically send to the recipient(s) reminders to complete the requests 7, 4, 2, and 1 day prior to the due date. | Forms | Nurse and Counselor | New feature |
Date of birth now displayed on Consent PDF | When a nurse goes to the Documents tab of the Student Card and selects a consent document, the document will now display the date of birth of the student | Export | Nurse | Improvement to Existing Feature |
Other conditions rendering appropriately on Student Card | When a parent chooses “Other” as a condition and specifies the name of the condition in the Other condition field during enrollment, the input name will show up as a tag on the Student Card. | Student Card | All with access to Student data | Improvement to Existing Feature |
Updates from May 5, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
Enrollment feature set upgrade | The Enrollment feature set has been upgraded to reflect our new form request packet and batch recipient capabilities. The Enrollment → Review page now only shows, and allows nurses to approve, enrollments that use the new batches and form request packets. The Enrollment → Historical page shows all legacy enrollments that used the original single form structure. | Enrollment | Nurse | Improvement to Existing Feature |
Back button on Family Portal | There is now a back button throughout the Family Portal that brings users from an individual form, to the form packet (if applicable), and to the list of form requests | Family Portal | Parents | New Feature |
Filtering and sorting on Medications Inventory page | On the Medications → Inventory page, users are now able to sort and filter both tables for clinic medications and student medications. | Medications → Inventory | Nurse | Improvement to Existing Feature |
Immunizations → Student now showing all non-compliant vaccines | We resolved an issue where the platform was not surfacing the noncompliant vaccination records for students marked as noncompliant on Immunizations → Student | Immunizations | Nurse | Improvement to Existing Feature |
Other conditions displaying input text on student card | On the student card, when the student has an “other” condition with specified free text, the free text is now displayed as a tag. Previously, the tag would say “Other” and the free text would only be seen over hover. | Student Card | All with access | Improvement to Existing Feature |
Guardians now displaying on messaging threads | We resolved an issue where guardians were not populating as possible participants in messaging threads. | Messaging | All with access | Improvement to Existing Feature |
Improved search experience on Faculty → Staff page | We resolved an issue with the search function on the Faculty → Staff page. The expected filtering capabilities have been restored. | Faculty → Staff | Nurse | Improvement to Existing Feature |
Updates from April 21, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
Create student group button restored | Users can now again create new student groups by navigating to Students → Roster and selecting the “Create student group” button. | Students | All with access to Student data | Improvement to existing feature |
Alert email subject is no longer an internal ID | When a user received an alert via email from the August platform, the subject of this email is no longer an internal ID for the alert. | Alerts | All with access to Student data | Improvement to existing feature |
End date for Medications is now inclusive | When a user sets an end date for a medication in the platform, the medication will be now be active until the end of the specified day. Prior to this, the medication would become inactive on the specified day, meaning the medication would not generate a last administration on that day. | Medications | Nurse | Improvement to existing feature |
Intercom enhancements | We have adjusted our Intercom integration (which powers our in-app support feature) to 1) automatically update a user’s information when there are changes (e.g., a change in role) and 2) display the support messaging button persistently in parent portals fleet-wide. | Support | All | Improvement to existing feature |
Update to Vision Screening Form | Vision screening forms now have “20/” prefixed to their values such that user only has to input the measured value. | Screenings | Nurse | Improvement to existing feature |
Updates from April 7, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
Ability to add and remove immunization records | When a nurse opens a student’s immunization record on Immunizations → Student, they will now see a delete button next to each immunization record (e.g., Polio) as well as an “Add immunization record type” button at the bottom of the table. These new buttons allow users to delete and add immunization records respectively | Immunizations | Nurse | Improvement to Existing Feature |
Improved medication search | Users can now search by medication brand name, strength, and route including several search parameters at once | Medications | Nurse | Improvement to Existing Feature |
Sport teams page | There is now a Students → Sport teams page that shows the students who partake in the SIS-designated sport teams | Students | All with access to Student data | New Feature |
AugustTag filter working on Roster | Users are now able to filter by AugustTags on the Students → Roster page | Students | All with access to Student data | Improvement to Existing Feature |
Improved incident report form | The incident report form now has a faculty present dropdown populated with faculty members as well as ‘building or room,’ ‘summary,’ and ‘next steps’ text boxes | Encounters | Nurse | Improvement to Existing Feature |
Updates from March 24, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
New Enrollment experience via Forms → Packets & Batches features | Faster, more stable, more extensible experience for complex form collection use cases like enrollment. A collection of required forms is called a Packet, and requesting a group of people to fill out a form at once is a Batch. What used to be a single enrollment form has now been broken into a packet of smaller forms, each of which can be completed by parents and approved by nurses. These new form packets are accessed via the Forms → Batches page, where nurses can specify the students (e.g., summer school students) and the form packet (e.g., enrollment form). Therefore, the Enrollment feature set will not be used for 2023 enrollment and will soon be deprecated. Likewise, the Enrollment tile on the parent portal has been removed, and parents will access the enrollment form packet and other form requests via a Requests tile. | Forms | Nurse | Improvement to Existing Feature |
Encounters by issue over time chart now displays correct week | On the Analytics page and Board, there is chart titled “Encounters by issue over time.” We resolved and issue with this chart to visualize the data for the appropriate week instead of one week in the future. | Analytics | All with access to Analytics | Improvement to Existing Feature |
Three contact tags from SIS are now surfaced on Student Card | When a student’s contact information has one of three tags in the SIS (i.e., “Pick Up,” “Legal Custody,” and “Shared Household”), the platform will surface these tags on the Contacts Tab of the Student Card | Student Card | All with access to Student data | Improvement to Existing Feature |
“Updated at” and “Viewed at” columns added to Forms → Batches page | When a user sends out one or more form request packets via Forms → Batches, each individual packet will have two columns “Updated at” and “Viewed at” to indicate when an individual form packet was updated with new info or opened for the first time respectively. | Forms | Nurse | Improvement to Existing Feature |
Preferred language now surfaced on Student Card | When a student have a preferred language designated in the SIS, we will surface this as an additional field on the Student Card below the existing Student ID field | Student Card | All with access to Student data | Improvement to Existing Feature |
All CSTAG forms are available | All sections of the Comprehensive Student Threat Assessment Guidelines (CSTAG) are reflected in the CSTAG encounter type (formerly named Threat report) | Encounter | Counselor | Improvement to Existing Feature |
Updates from March 10, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
User-to-User message notifications are working | When User A sends a message to User B via a Messages Thread, User B will see a pop-up message that says “User A sent you a message.” | Messages | All with access to Messages | Improvement to Existing Feature |
One-click encounter templates | Nurses can now open pre-filled encounters which can be configured per client instance based on common chief complaints. These encounters are nested under “Templates” in the “Open new encounter” dropdown menu. | Encounters | Nurses | New Feature |
Document uploads and test dates no longer required for imputing immunization titers | When nurses navigation to Immunizations → Students, if the select a noncompliant immunizations and go to input a titer, nurses are no longer required to upload the lab result document or input the test date | Immunizations | Nurses | Improvement to Existing Feature |
Muting chimes is now persisting | We resolved an issue where, when a user mutes chimes, the chimes would be re-enable thereafter. | Notifications | All Users | Improvement to Existing Feature |
Analytics on Board defaults to this week | When users view the Analytics charts on the Board, the charts will, by default, visualize data from the current week | Analytics | All Users with access to Encounters | Improvement to Existing Feature |
Counselor File Tags | When a counselor opens the Documents tab of the Student Card, they are now able to tag upload and tag documents with the following, counselor-specific tags: - Safety plan - Re-entry plan - Release of information - Mental health medical documentation - Academic accommodation | Documents | Counselors | Improvement to Existing Feature |
Added “Viable Plan” to Level of Risk on Counseling Risk Assessment Forms | For Counseling encounter types (e.g., social emotional visit) that use the risk assessment form, we have added “Viable plan” to the options in the “Level of risk” field’s drop down menu | Encounters | Counselors | Improvement to Existing Feature |
Release of Information add to Counselor dispositions | For Counseling encounter types (e.g., social emotional visit) that have forms that use the Disposition field, we have added “Release of information” to the options in the field’s drop down menu | Encounters | Counselors | Improvement to Existing Feature |
Updates from February 24, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
Student card communications | Users can now send messages about a student to other users and parents/guardians directly through the Student Card. To do so, users can navigate to the Messages tab on the Student Card to either open a new message thread or see an existing one from an encounter pertaining to the student. This also unlocks a key additional use-case: coordinating student support across August users in a single, secure surface that is saved on the student card. Messages sent at the Encounter level for a student will also show up here. Users can also attach documents to messages sent through this feature. Visibility of messages is constrained to the participants on the thread, and message threads remain open for two weeks. | Student Card | All (except Sys Admin) | New Feature |
Medications in the family portal | Medication information is now available to families in the family portal including meds on-hand with inventory as well as medication administrations | Medications, Family portal | Parents | New Feature |
Plans improvements | Plans are now auto-saving to PDF. Plans can now be comprised of both uploaded files as well as internally built digital forms, or a combination thereof | Plans | Nurse | Improvement to Existing Feature |
Hearing and Vision Screening Forms | We now have the ability to record hearing and vision screenings for students base on Vermont state requirements | Screening | Nurse | Improvement to Existing Feature |
Changes to encounter visibility policy | When a user is assigned to an encounter whose encounter type is not visible to the user’s role, the user 1) will not see the contents of the encounter notes (e.g., the forms) and 2) the user will not be able to edit the encounter | Encounters | All | Improvement to Existing Feature |
CSTAG Form Updates | We have added the Threat Outcome Summary form and additional fields from the Behavior Intervention Plan from the Comprehensive School Threat Assessment Guidelines (CSTAG) to the Threat report encounter type | Encounters | Counselor | Improvement to Existing Feature |
Generic file tags | We have added generic August file tags for Nurse, Counselor, Athletic Trainer, and Learning specialist roles. The tags are Nurse, Counselor, Athletic trainer, and Learning specialist respectfully; and pertain to files uploaded to Student Cards. | Documents | Nurse, Counselor, Athletic Trainer, and Learning specialist | Improvement to Existing Feature |
New nursing chief complaint values | We have added ‘Tooth Ache/Pain’ to the list of chief complaints and renamed ‘Self mutilation’ to ‘Self harm’ for Nursing encounters | Encounters | Nurse | Improvement to Existing Feature |
New counseling issue values | We have added the following new issues to counseling encounters: Emotional > Anxiety > Obsessive compulsive disorders, Social > Harm incident > Sexual assault, Social > Social conflict, and Home > Family conflict | Encounters | Counselor | Improvement to Existing Feature |
Immunization filter multi-select | Users can now filter to specific noncompliant immunizations | Immunizations | Nurse | Improvement to Existing Feature |
Updates from February 10, 2023
Summary | Detailed Description | Feature and Feature Set, if Applicable | Role, if applicable | Type |
New School Administrator Role | There is a new role for a “School Administrator” that allows administrators to document encounters they have with students, faculty, guardians, etc. Previously, Administrators could only run Analytics. | N/A | School Administrator | New Feature Developed |
Tracking changes to Medications Inventory | There is now a History tab on Clinic medications and Student medications that shows users the changes to medication inventory (e.g., quantities). Specifically, it shows the date, modifying user, description (with name of student administered to), new quantity and previous quantity. | Medications Inventory | Nurse | Improvement to Existing Feature |
Birthdate filter on Student Roster | Users can now filters students on the Students Roster by birthdate. | Students Roster | All with access to Student data | Improvement to Existing Feature |
Additional fields surfaced on Home contact tab of Student Card | The platform now surfaces legal custody, shared household, and pick up fields on the Home contacts tab of the Student Card, when the data for these fields are available in the SIS | Student Card | All with access to Student data | Improvement to Existing Feature |
Three new conditions added | We added three new conditions that users can select and attach to student records: PANDAS, Agenesis of Corpus Callosum, and Chiari Malformation | Student Card, Enrollment | Nurse | Improvement to Existing Feature |
Added date column to screening tab of Student Card | There is now a “Created At” column on the Screenings tab of the Student Card to allow users to identify screening by the date and time they were conducted | Student Card | Nurse | Improvement to Existing Feature |