Once you've sent enrollment (health) packets to your families, the Enrollment tab becomes your home base for tracking progress and reviewing the responses. This article walks nurses through monitoring packet status, reviewing submitted forms, handling follow-ups, and running reports in August Schools.
Why the review workflow matters
See progress at a glance: the overview dashboard shows exactly where every student stands, from not started to fully accepted.
Save time with auto-approvals: let the system clear the routine answers so you only review what needs your attention.
Keep records clean: merge duplicate documents and import immunizations so each student card stays tidy.
Share your team's workload: filter by form, grade, or section, and give other roles visibility into just the forms they own.
Part 1: Set your auto-approvals and visibility
Before you review, it helps to know how your packet is configured. Open your packet template and review the settings that control what lands in your review queue.
Auto-approval options
On the packet template, set your auto-approval rule for each form:
Auto approve all: the form always auto-approves.
Auto approve if answers are no or blank: best for health questionnaires and other yes/no forms. Anything answered "no" or left blank clears automatically, so only forms with "yes" answers are left for you to review.
This cuts down your review load and keeps your attention on the responses that need a closer look.
Visible to (cross-team review)
Use the Visible to setting to let another user role help review enrollment. Add a role to a specific form and that user will see only those forms, not the rest of the packet.
đĄ Tip: If you have an athletics form or form group, set the Athletic Trainer as visible to that form. They'll be able to review just the athletics forms and none of the other answers in the packet.
Part 2: Track progress on the Enrollment overview
When you click into the Enrollment tab, the Overview is the first thing you'll see. It breaks your students into four status categories.
Status | What it means |
Not started | The parent hasn't submitted a single form yet. |
In progress | The parent has submitted at least one form, but not all of them. |
Fully submitted | The parent has submitted every required form. The packet is now in the needs-review stage. |
Accepted | You've reviewed every piece that needed review. The student's packet is complete. |
The overview starts off red when you first send packets. The goal is for it to turn completely green by the start of school.
Export the overview
Click Export to pull a report of each student's status. The export includes:
Student names and their enrollment status (where they are in the process)
The recipients you sent the packet to, with email addresses and phone numbers
When each parent last logged in (a blank login time means they haven't started)
This is handy when you need to hand a progress report to administration.
View by grade
Use the grade view to spot which grade levels are falling behind and which are keeping up. For example, you can open kindergarten on its own to confirm they're fully done.
Part 3: Find the packets you need to review
From the overview, there are several ways to get into review.
Click a status box: click the Fully submitted box to jump straight to those packets.
Open the Review page: with no filters selected, you'll see all of your packets and your total packet count.
From the Review page, narrow things down with any of these:
Needs Review: shows every packet with at least one form that needs your review.
Fully Submitted: shows only packets where every form has come in.
Filter by form: scroll to a specific form (for example, immunization records or annual physicals) and filter to that form's Needs Review. Great if you're only responsible for one form type.
Filter by student or section: use the left-hand filter to narrow to a student, or to a section like kindergarten or elementary school.
Global filter: if a global filter is set on your profile or at the top of the page, use it to filter by grade level or school.
Part 4: Review a packet
From your filtered list (for example, Needs Review), click anywhere in a student's row to open their packet.
Clicking the student's name in blue opens their student card instead. You don't need to do this to review. Clicking anywhere else in the row opens the packet directly.
(Optional) In the upper left, use the form filter to show only the forms you want to review (for example, immunization record, medication, annual physical, or diabetes action plan). If the student has that form on file, it appears here.
This filter carries over to the next student you open. To clear it, press the X and all forms will show again.
The system automatically opens the first form that needs review. You can also click back through already-accepted forms on the left to confirm the information looks correct.
Read through the answers and look for "yes" responses. Some forms flag existing information:
If a student has conditions already on file (or pre-loaded before you started using August Schools), parents can see and update that information.
When a parent changes a condition, the system alerts you and shows both versions. Choose the version with the most complete, up-to-date information (for example, keep the entry that includes the medication and clear the older one).
Approve the form using either option:
Approve and review next: approves this form and takes you straight to the next form in the packet.
Approve all forms: approves everything currently in Needs Review. Forms that haven't been submitted yet stay outstanding for the parent to complete.
Where accepted information goes
Everything you accept flows into the student card. You'll find the updated allergies and conditions there, and the medications page will show accepted medications along with any OTCs from enrollment.
When you're finished, click Next packet to move to the next one ready for review. If you filtered by Needs Review, it will only take you to packets in that state.
Part 5: Handle follow-ups and in-progress submissions
In-progress submissions
You can't approve a submission marked In progress. That status means the parent is mid-change or resubmitting a form. You'll see the completed version, but it's best to wait, or send a follow-up in case the parent simply forgot to press submit.
Send a follow-up
If a parent uploads a blank or incorrect document (for example, a blank immunization or medication form), open the form, add a follow-up, and write your message (for example, asking for a form signed by the doctor). Click Send follow-up.
This emails the parent and brings them back to that part of the form. A new column, Follow-up incomplete, tracks the request so it's clearly separate from needs-review, accepted, and not-submitted. Anyone on your team can see the follow-up, your message, and the parent's reply.
Archive a form that isn't needed
Sometimes a parent triggers an action plan that doesn't apply (for example, an asthma action plan for a student with no inhaler). To stop the incomplete alerts:
Open the form and click the three dots.
Choose Archive to remove it from the parent's outstanding items.
If it turns out the form is needed after all, click Show hidden / archived forms, then Unarchive to resurface it for the parent to complete.
Part 6: Merge individual files into a single document
When a parent submits more than one document, always check the most recent submission. If each page of a multi-page document was submitted as separate files, you can merge them into a single file.
Open the form submission and find the plus (+) icons on each document.
Number the documents in the order you want them (for example, set the most recent as 1 and the older one as 2).
Click Merge selected documents.
Merging takes a minute or two. If it looks like nothing happened, click out and back into the submission. You'll see the documents combined into one multi-page file.
Part 7: Enter Immunizations or Import with RoboNurse
Check compliance with the immunization grid
Open the immunization grid to see the student's compliance for their grade level.
The grid flags which expected vaccines are missing (for example, meningitis and Tdap).
You then have two options:
A few vaccines to add: open the merged document side by side with the grid, type the dates directly into the grid, and press Enter. The student switches to compliant as you go.
A full new record to add: approve the immunization document first, then import it (see next step below).
For new students with a complete set of records, let RoboNurse do the data entry for you.
Approve the immunization record. It can take a minute or two to appear.
Open the immunization grid, go to Documents, and confirm the approved document is there.
Click Initiate import to send it to RoboNurse.
đĄ Tip: Only send full immunization records to RoboNurse. For one or two vaccines, enter them manually in the grid instead. It's faster.
Find your imports later
All imports live in your Cabinet at the top of the page. Clicking in opens a new tab where you can check the status of a current import and review every import you've kicked off. A good habit is to review all of your enrollment packets first, then come back to work through your imports for the day.
Part 8: Run packet reports
A lot of nurses want a report on who answered "yes" to a question, or who hasn't completed a section. You can build these from the packet itself.
Go to Enrollment â Packets and open your packet.
Click Create packet report.
Choose the report type:
Report | What it gives you |
Summary | Each form with the number of students who are incomplete, fully submitted, or outstanding. |
Responses | Each form broken down into every question and the answer each parent provided, exported as a CSV. |
Kick off a report and the system takes you to it once it's ready.
A few things to know about reports
Reports are personal to your instance. Other users won't see the reports you create. Each person kicks off their own.
Come back anytime. Go to Reporting â Reports to find reports you started earlier, along with the times you ran them.
Reports update daily. Each time you calculate, you get the latest information.
From the Summary report, you can see counts like packets with outstanding requests, packets with all requests outstanding, and packets in review, and you can break the same figures down by form request (outstanding, submitted, accepted).
From the Responses report, calculate to pull every question and answer for a form (for example, the general health form). To save the data, click Download and choose the file type you'd like.
Questions or Concerns?
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].