August for Physical Health
Guidance specific to Physical Health using the August Schools platform
90 articles
- Getting Started with August Schools: Physical HealthA comprehensive guide for new Nurses on August Schools.
- Quick-Start Guide for Physical Health
- Substitute Nurse Quick-Start Guide
- How to: Use the Mini Map for Horizontal ScrollingEasily navigate wide tables using the mini map, which allows you to scroll horizontally with your mouse, no trackpad required.
- How to: Remove Students from a GroupLearn the two ways a student leaves a group — by changing the group's filters or updating the student's record.
- Student Badges: What Each Color Means and Where It Comes FromA quick reference to the colored badges on a student card — what they flag, and where each one is generated.
- Student Roster, Sections, and Groups
- Adding an Allergy
- Adding a Condition
- Removing an Allergy or Condition
- Managing Assistive Devices
- How to: Create Student Group
- Exporting a Student Health Summary PDFs for Sections of StudentsThis will help you print your student Face sheets
- Exporting Physical Health Data from the Student Card into Health Summary PDF(s)How to produce the Student Health Summary coupled with additional physical health data and documentation
- Student roster: Physical statusHow to see annual physical compliance at a glance in the student roster
- Why Can't I Find This Student?Troubleshooting guide for when a student can't be found in August Schools; covering search tips, inactive and archived students, and when a sync issue may be the cause.
- How to Use: Sticky NotesLearn how to use sticky notes within August to communicate with colleagues or leave notes to yourself.
- How to: Tag Students in Bulk from GroupsApply or remove tags across an entire student group in one step.
- How to: Rearrange Student Card TabsCustomize the order of tabs on student cards to match your workflow.
- How to: Bulk Tag Students Based on a Form AnswerUse a query and group to automatically bulk tag every student who has a specific answer on an enrollment packet form.
- How to: Add and Remove Student TagsUse student tags to quickly filter and find specific students in August Schools.
- How to: Troubleshoot Where a Tag Came FromFigure out whether a tag was assigned manually or through a group — and how to remove it if it was assigned in bulk.
- How to: Set Dietary Restrictions for a StudentAdd or update a student's dietary restrictions from their card so the whole care team can see them at a glance.
- How to: Use the Medication Audit TrailSee who changed a student's medication, when, and exactly what changed, right on the Medications tab.
- How to: Change a Medication From School to Home AdministrationFix a medication submission that was accidentally marked for school administration so it correctly appears as a home medication.
- Now Live! Medications Feature Set Updates
- Medications Overview
- Adding Medication(s) within the Student CardThis article will guide you to Add medication/prescription information to the Student card.
- Administering a Scheduled Medication
- Medication Notes on MAR
- Administering Medications within an Encounter
- Managing Medication Inventory
- Adding Medications to Clinic Inventory
- Setting OTC Medication(s) PermissionsHow to set medication permissions within a student card
- Administering OTC Medication(s)How to administer OTC medications through an encounter
- How to: Set Medication(s) to InactiveIn this article you will be able to remove/inactivate a medication from the Student card.
- Medication Administration: Filters, Dispensing Status, & Bulk ActionsHow to use filters and bulk actions on the medication administration page
- Troubleshooting Medication IssuesHelp for staff experiencing medication problems — including OTC medications not visible, medication not showing in encounters, inventory issues, and role-based access problems.
- How to: Add a Student's Medication from EnrollmentTurn a parent-submitted medication from the enrollment packet into a scheduled or PRN school medication, complete with inventory tracking.
- How to: Set Medication Alert ThresholdsChoose the inventory count at which each student medication triggers a low-stock alert, so you never run short without warning.
- Immunizations Overview
- Exemptions & Titers
- How to: Generate a California Blue CardCreate a filled PDF California Blue Card from a student's record using the August Schools Files feature.
- How to: Override Immunization ComplianceManually override a student's calculated immunization compliance status, and learn how to remove the override when you no longer need it.
- Troubleshooting Screening IssuesHelp for staff experiencing problems with health screenings in August Schools — including missing students, results not saving, re-screen workflow issues, and exporting screening data.
- Screening StudentsThis article will provide step-by-step guidance on how to screen individuals/groups within the August platform.
- Enrollment WorkflowA guide that walks you step-by-step to go-live with enrollment!
- What can (and can't) be edited after an enrollment packet is sentA breakdown of which enrollment packet elements can be changed after a batch has been sent to families, and what to do in each scenario.
- Copying a Form PacketThis article covers how to copy an existing packet to edit for schools that used August for enrollment last year.
- Enrollment Go-Live Checklist
- Updating the "Active" Enrollment PacketThis article walks through how to update your active enrollment packet.
- Enabling Blackbaud Integration with the Enrollment FeatureEnrollment Form Request Packets can update Blackbaud Student Checklist Step Statuses
- Creating a Form Packet BatchThis article will walk you through the steps for creating your batch for enrollment/registration.
- Enrollment ReviewTrack packet progress, review submitted forms, merge and import immunization records, and pull reports, all from the Enrollment tab.
- Sending Enrollment Reminders
- How to send a Follow-up on a specific formThis article will walk you through asking a question of a guardian on a specific form
- Reviewing Form Resubmissions
- Enrollment review of "Pending" students
- Receiving Paper Forms: Marking Forms as SubmittedThis article provides how to mark a requirement complete to mark Enrollment complete
- Building Supplemental Rules by Graduation YearLooking to surface forms to only specific classes? Use this article to surface forms by the graduation year!
- How to: Merge Documents During Enrollment ReviewLearn how to combine multiple documents into one combined document during enrollment review. Please note: this must be completed before accepting the section.
- How To: Use the Enrollment Overview PageLearn how to use the Enrollment Overview page to see enrollment progress at a glance
- How To: Review One or a Couple Forms at a TimeLearn how to filter down to one or a couple forms to streamline enrollment review
- Turning Off Nightly Refresh in EnrollmentThis article explains how to disable the nightly auto-refresh on an Enrollment batch to prevent incoming students from receiving the current year's packet.
- How to: Start an Enrollment Submission on Behalf of a Parent/GuardianLearn how to initiate or complete a student's enrollment submission on behalf of a parent or guardian directly from the nurse portal.
- How to: Adjust Enrollment RemindersChange when and how often enrollment reminders go out, even after a packet has already been sent.
- How to: Troubleshoot Why a Supplemental Form Was Added to a PacketConfirm whether a supplemental request rule or a parent's submission triggered the form, and resolve it correctly.
- How to: Archive an Enrollment Packet for a Non-Returning StudentRemove enrollment packet requests for students who won't be returning, whether they clear automatically or require manual archiving.
- Who Receives Automated RemindersUnderstand exactly which statuses trigger a reminder, so you know what your families will and won't receive.
- How to: Troubleshoot a Blank Form SubmissionA parent submitted a form with a missing upload or field? Here's how to find out why, and how to fix it.
- How to: Close Out Enrollment for New SubmissionsTurn off resubmissions so families can no longer open or add to their enrollment forms on their own.
FAQ
Answers to Frequently Asked Questions
- Can't find a medication?A medication is not available in the list when adding to a student card
- How do I add/administer insulin on a sliding scale?
- How do I chart insulin administration via pump?
- What will returning parents see?This article walks through what data and files parents can see during enrollment and the experience as the reviewing practitioner
- How to: Set an Allergy's SeverityMark an allergy as life-threatening or adjust its severity level from a student's condition record
- Physical Health: Documents & File Tags OverviewThis article provides the importance of File tags and their visibility to users.
- Downloading Student DocumentsThis article will describe how to Export/Download student data and forms.
- Archiving Student Documents
- How to submit a one-off forms requestThis article will guide you through how to request any section of your enrollment packet throughout the year
- Using the multi-signature answer type in formsHow to use a multi-signature answer type to send a form request that can be signed by more than one parent or guardian.
- How to: Schedule a Batch Form RequestSet your form request to go out automatically at a future date and time.
- How August’s Emergency Contacts form works with Blackbaud contacts
- Sending Messages
- How to: Use the Messages tabLearn how to use the new Messages tab to view and manage all message threads and alerts in one centralized inbox, respond to conversations, and start new messages with colleagues.
- Troubleshooting Messaging IssuesHelp for staff experiencing issues with sending messages, notifications not working, SMS, or adding participants to conversations.
Procedures
Guidance on how to create and transact on Procedures for condition management
