August Schools, Inc

A comprehensive guide for new Behavioral Health users on August Schools.

Getting Started with August Schools: Behavioral Health

A comprehensive guide for new Learning Specialist users on August Schools.

Getting Started with August Schools: Learning Specialists

Guidance specific to Behavioral Health using the August Schools platform

August for Behavioral Health

This article provides the different encounter and note statuses, such as Close/Lock.

Encounter and Note Status

Article that covers two of the fields for an encounter.  Documenting on Students/Faculty/Guardians and where to enter their information.

Subject and Present Fields

Syncing your Google or Outlook calendar with August Schools!

Calendar Sync

Encounters

Counseling Encounters Overview

Minimize your clicks by using pre-built Encounter templates

Counselor Default Encounter Templates

Counselor Encounters

This article will walk you through the Learning specialists encounter documentation of student meetings.

Learning Specialist Encounters Overview

Learning Specialist Encounter Templates

How to: Document Group Encounters

Learning Specialists Encounters

Student Card

Safely store and tag documents for future reference.  This article provides the importance of File tags and their visibility to users.

Behavioral Health: Documents & File Tag Overview

Form requests

This article describes custom tags and how to use them across the platform.

Student Tags

Student Information

This article provides guidance on how to Add plans to students within the August platform.

Adding a Plan

This article describes the process on how to archive/remove plans from a student.

Archiving Plan(s)

Plans

School Administrator Training

Role-Specific Training

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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