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How do I set up clinic visits?

Clinic visits are used to track student visits to the nurse’s office. There are five major sections a nurse can complete when entering a clinic visit. The General section gives the visit type and date as well as who the student was potentially released to and if there was parent/guardian communication. The other four sections can be abbreviated using the acronym SOAP:

  • Subjective Reasons: A student’s reasons for going to the clinic
  • Objective Measurements: A nurse’s observations during a clinic visit
  • Assessments: A nurse’s diagnosis for a clinic visit
  • Plans: Treatment plans based on the assessments in a clinic visit

This article explains how to set up the options a nurse can select when completing these five sections for a clinic visit. 

This article will cover the following topics:

For more information on creating clinic visits please read How do I Enter Clinic Visits?

Configuring SOAP and General Sections

Setting up options works the same way for visit types, assessments, etc. Below, we will list instructions to add a subjective reason, but you can use the same steps for the other options as well.

To Add a Subjective Reason:

  1. Go to School Main > Health Records > Subjective Reasons
  2. Create Subjective Reason
  3. Enter a Description 
  4. Save

The process for adding a pain level is different, as they can be sorted by order of severity if desired. 

To Add a Pain Level:

  1. Go to School Main > Health Records > Pain Levels
  2. Create Pain Level
  3. Enter a Description 
  4. Enter its List Order in the Insert Above field
  5. Save

Updating a Clinic Visit option

If an option needs to be changed, you have the ability to edit it. Once an option has been used in a clinic visit, we discourage making changes, as it will change the option for all previous clinic visits as well. We would instead advise making the option inactive and creating a new option for future use. Below, we will list instructions to edit or make a subjective reason inactive. You can use the same steps for the other options as well.

To Update a Subjective Reason:

  1. Go to School Main > Health Records > Subjective Reasons 
  2. Select Edit for the option that needs to be updated
    • (Optional) Update the Description 
    • (Optional) Update the  Active status
  3. Save