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Quick-Start Guide for Physical Health
Quick-Start Guide for Physical Health
Updated over 3 months ago

Are you a new user on August Schools? This article will walk you through your first steps once you are granted access.

Recommended first steps

  1. Checking your student roster

  2. Add student medications

  3. Create clinic inventory

  4. Administer your first medication

  5. Chart your first encounter

  6. Review and approve an immunization record

Checking Your Student Roster

Navigate to the Students >> Roster page to see your full student roster and verify that the student count is correct. Students originate from your Student Information System (SIS) and are synced nightly. If there are any student discrepancies from your SIS, please reach out to us!

Add Student Medications

Student medications are added to their student card and will automatically create your MAR. Follow the steps below to add a student medication:

  1. Search for the student that needs to be modified, with the search bar at the top of the page.

  2. Select your student and open the student card

  3. Click on the Medications tab.

  4. Click on the Add student medication button.

  5. Type in the medication you wish to add.

  6. Select your medication from the resulting list.

    1. Please ensure you verify strength and form for your selected medication.

      Note: If the incorrect medication is selected and saved, it cannot be edited. The medication will need to be deleted and added again.

  7. Optional: if you have a medical provider listed, you may select it from the drop down list.

  8. Optional: set start and end date.

    1. Set start date if the student starts this medication at a later date. Not setting a start date will add the medication to the MAR right away. If the start date is set, the medication will not show on the MAR until the date selected.

    2. Set end date if the medication will be temporary. The medication will be automatically removed from the student card the day after the provided date.

  9. If this is a time constrained dose, click on the "Add timed dose" button.

  10. Important: click the check box for any medication to be administered by the school clinic.

  11. Enter in the quantity to be administered

  12. Enter the Unit of quantity, scroll to see the many options available

  13. Enter the time for this dose to be administered.

    Note: You must click on the OK button to save your time.

  14. Remove the days that the school clinic is not responsible for dosage administration.

  15. Optional: if you need to add an additional scheduled dosage during the school day, click on the "Add timed dose" button.

  16. Once all the details for the medication dosage events has been entered, be sure to enter the following:

    1. Inventory quantity: This is the the starting number of pills, inhaler puffs, epi-pens, etc., the parent has provide the school.

    2. File Upload: Here you can upload your medication administration order form

    3. Notes: Enter any dosage instructions here that will then be visible on your MAR. This is a great place to enter information such as "take with applesauce" or your sliding scale orders.

  17. Once you have entered all of your dosage requirements for the school day for this medication, select the "Create" button.

Create Clinic Inventory

Clinic medications are medications that are not assigned to any given student. Maintaining accurate inventory of your clinic medications will ensure you have the necessary medications to administer.

  1. Click on the Medications tab on the left side

  2. Select the Inventory tab once it appears

  3. Click on the Create clinic inventory button

  4. Search for your medication and select from the resulting drop-down list. When selecting the medication, please ensure you verify the strength of your selection.

  5. Enter your total quantity on hand

  6. Optional: enter Note (IE: supplier, Lot #, etc.)

  7. Select the "Add clinic inventory" button to save.

Administer Your First Medication

Once medications have been added to student profiles on a schedule, August will automatically create an administration schedule and task for your nurses.

  1. Click on the Medications tab on the left side.

  2. Select your student from the list of scheduled medications.

    1. Hint: If your student is not on the first page of the Administration's list, please use the filter funnel to access your student

  3. Click on the appropriate option to administer(left) or skip the medication(right)

  4. Select the time and click "OK" to save, or click "Now"

  5. If you administered a different dosage than scheduled, adjust the quantity.

  6. The "Remaining inventory" count will automatically adjust the quantity on hand based on the quantity administered.

  7. Optional: enter a note regarding this administration.

  8. Click the Confirm button to save the medication administration

Chart Your First Encounter

Encounters are how you document and chart care for students. Nurses have a range of encounters pre-built on August to make it an easy and fast process.

  1. Using one of the available "Open New Encounter" buttons, select the encounter template you would like to use.

  2. Assign the subject(s) to the encounter.

    1. Note: If you used the "Open New Encounter" button on a student's card, they will be automatically assigned as the subject.

  3. The date and time of the encounter automatically default to the current date and time, to reset this type in the correct date and time and click the suggested blue text.

  4. Chart the necessary fields on the note.

    1. Only fields with the red asterisk are required, all others are optional.

  5. Update the encounter status.

Review and Approve an Immunization Record

The scanner can read various content on the record: shot dates, exceptions, student name, and DOB (to confirm identity on a multi-student upload); which will save you a lot of time in data entry!

  1. Click on the Immunization tab on the left-hand side.

  2. Click on Import immunization records.

  3. Select your file or drag and drop your student's immunization record document into the upload section.

  4. Once your file has been loaded, you will need to click on Import file in the upper right-hand corner.

  5. The screen will display the progress of the import and what stage the import process is currently in. This may run in the background.

  6. Once the file has completed importing, click on the file name itself to verify the import.

  7. You will now notice that the system has read the student's name and prompted the display to change to the Student's name. Click on the student row to verify the vaccination records.

  8. By opening the record, you will see vaccines and their associated dates that have been recognized and highlighted in matching colors. This color-coded identification facilitates a faster verification process within the Detected records.

  9. You may add or adjust a shot record by clicking on the date associated. The system will prompt you with all of the dates it has identified, as well as the opportunity to enter a new one by clicking on "select" within the pop-up list, then clicking on the calendar icon next to the date field.

  10. Once you have verified/adjusted the dates, you will need to approve the document by clicking on the Approve document button in the upper right-hand corner.


Questions or Concerns?

The August Schools Help Center has 40+ articles for Nurses that cover each of the sections outlined in this guide in more detail!

Didn't find what you need in the Help Center? Please do not hesitate to reach out to the August Schools Support Team at via live chat with the "Help" icon or via email at [email protected].

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