2010 v12.1 STIHealth AL - STI Support Sitesupport.sti-k12.com/documentation/STIHealth AL v12_1...

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2010 v12.1 STIHealth AL User Manual

Transcript of 2010 v12.1 STIHealth AL - STI Support Sitesupport.sti-k12.com/documentation/STIHealth AL v12_1...

2010 v12.1

STIHealth AL

User Manual

Information in this document is subject to change without notice. Student and school data used herein are fictitious unless otherwise noted. The contents of this document are the property of STI. This information is intended for users of the STI suite of products only. Reproduction or redistribution of these materials to anyone other than STI customers or users of STI Software is prohibited without prior written consent from STI. © 2001-2010 Software Technology, Inc. All rights reserved. Microsoft, Windows, Word and Internet Explorer are registered trademarks or trademarks of Microsoft Corporation in the United States and other countries. Other product and company names herein may be the trademarks of their respective owners. Software Technology, Inc. USA Technology and Research Park 307 University Boulevard North Bldg. IV, Suite 400 Mobile, AL 36688 (800) 844-0884 This document was last modified on April 16, 2010. Any subsequent changes made to the STI applications described herein will be discussed in the release notes that accompany each product’s update.

Contents

Introduction 1 Overview ...................................................................................................................................1 Document Revisions..................................................................................................................1

Basics 2 Frequently Used Terms..............................................................................................................2

Mouse Clicking ...........................................................................................................2 Icons ............................................................................................................................2 Fields, Menus and Browse Boxes................................................................................2 Navigation, Scrolling and Selecting a Record .............................................................2 Editing Data: Insert, Change or Delete........................................................................3 Entering Data: List Items and the Drop-Down Arrow.................................................3 Printing and Exiting.....................................................................................................3

Pull-Down Menus......................................................................................................................4 File Menu ....................................................................................................................4 Edit Menu....................................................................................................................4 Window Menu.............................................................................................................5 Help Menu...................................................................................................................6

Using the Program 7 Logging On................................................................................................................................7 Utilities Desktop ........................................................................................................................7

Employees ...................................................................................................................7 Schools / Location(s).................................................................................................13 System Files ..............................................................................................................14 System Defaults.........................................................................................................14 Code Desktop ............................................................................................................15 Immunization Guidelines ..........................................................................................17 Utility Program..........................................................................................................17

Tools Desktop..........................................................................................................................20 Export Information ....................................................................................................20 Import Information ....................................................................................................21 Printing Codes ...........................................................................................................22

Add/Edit Student Information .................................................................................................22 Selecting a Student ....................................................................................................22 Cycle Feature.............................................................................................................23

Demographics ..................................................................................................23

Student Health Profile ......................................................................................23

Student Health Plans .........................................................................................24

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Close Door Icon ...............................................................................................27 Screenings .................................................................................................................27 General Information ..................................................................................................32 Immunizations ...........................................................................................................35 Medical......................................................................................................................37 Medications ...............................................................................................................40 Batch Entry................................................................................................................45

Reports Desktop.......................................................................................................................47 General Information for Reports ...............................................................................47 Selecting Students .....................................................................................................47 Report Options ..........................................................................................................48 Listing of Reports with Filter Tabs............................................................................49 Running a Report.......................................................................................................52

Phone Directory .......................................................................................................................55

Index 57

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Introduction

Overview

STIHealth interfaces directly with STIOffice and provides the user with instant access to the most current student health information.

The menu options in STIHealth make entering student health information a quick and simple process. Since STIHealth accesses student data via STIOffice, a great deal of additional student information is available which requires no maintenance on the part of the health professional.

Document Revisions

April 16, 2010 Revisions This document has been updated to reflect changes made for the v12.1 update. Some screen shots have been updated, and text has been modified (and marked in yellow highlight in the documents) in the following areas:

• “Employee Types” on page 7.

• “Creating Health Care Plans in STIHealth” on page 24 (new section).

• “Creating A Log Incident” on page 33.

• “Medication and Reason” on page 40.

• “Medication Refills” on page 42 (new section).

• “Listing of Reports with Filter Tabs” on page 49.

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Basics

Frequently Used Terms

Mouse Clicking

For purposes of this document, the terms Click, Choose or Select will indicate a single left-click of the mouse. Double-click indicates a double left-click of the mouse. Right-click indicates a single right-click of the mouse. Dragging refers to the process of left-clicking on an item and, without releasing the mouse button, sliding the item to another field. When the mouse button is released, the item has been moved.

Icons

The term icon refers to any command box within the STIHealth program that requires a single click to move to a specified field. Six icons are displayed at the top of the STIHealth main menu.

Icons are identified on the screen either by graphics, such as a toolbox for Tools Desktop and a telephone for Phone Directory, or by text descriptions, such as the Lookup button within the Student Desktop menu. Text descriptions for most graphic-designated icons may be viewed by resting the cursor on the icon for a moment. The description will then "pop up" in a box next to the icon.

The term button, as in Cancel button, generally refers to text-designated icons.

Fields, Menus and Browse Boxes

The term field is used to refer to any space in which the user enters data on the computer screen. Menu is a multi-purpose term referring to any onscreen box containing options for the user. The STIHealth main menu is the opening screen that appears after the user has logged in to the program. Browse boxes are the white fields containing data within menus; e.g., the student list in Student Desktop is displayed in a browse box.

Navigation, Scrolling and Selecting a Record

Beneath each browse box is a row of arrow buttons, resembling those on a video cassette recorder. When a browse box is first opened, the line of data at the top (the first student or employee record listed) is selected for editing or viewing by default. Click on the single arrow button to move the blue select line up or down one line. Click on the double arrow button to move the select line up or down one page. Click on the single arrow/line buttons at either end of the row to move the select line to either the very top or the very bottom of the list. This process of moving through the data in a browse box is known as scrolling.

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Alternately, names may be selected directly by using the lookup box, located beneath the browse boxes in some data fields. Click in the lookup box and type in the first few letters of the desired last name. Then press the Tab key on the keyboard or click the question mark located in the center of the arrow buttons.

A final method of navigating through the browse box is to click anywhere in the browse box, and then type the first letter of a student's last name. The first student whose name begins with that letter will be selected.

Editing Data: Insert, Change or Delete

The Edit commands, located below or beside some browse boxes, are used to modify data in certain fields. Following are the three Edit options:

• Click Insert to add a new record.

• Click Change to alter an existing record.

• Click Delete to permanently remove an existing record.

The Change and Delete buttons only appear when these commands may be used. If no records are listed in the browse box, Insert will be the sole editing option.

Entering Data: List Items and the Drop-Down Arrow

In some instances, the user will enter information in STIHealth by typing it directly in the appropriate field. Other data fields, however, require the user to select codes from a list. Some code lists come preinstalled with the program while other code lists are entered by the user.

Note: Data cannot be manually keyed in when drop-down arrows are present. Only items in the drop-down list may be selected.

Printing and Exiting

The Exit icon is available in nearly every menu in the program; occasionally a Cancel button is shown instead. Click these buttons, rather than the X in the upper right corner, to make a clean exit from the screen.

When data is present in a field, the user generally has the option to print it in a report format by clicking the Print button or the printer icon. There are two print icons

available that print different information. The print icon will print all records

on that screen for the student selected while the print icon will print the one record highlighted by the user. In STIHealth, an option is always given to preview the report before a hard copy is produced. This offers a convenient way to view reports exactly as they will appear on paper. The report may then be cancelled without actually being printed.

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Pull-Down Menus

Several pull-down menus are displayed at the top of the STIHealth main menu in the upper left corner below the Title Bar.

Four options are available here for general utility purposes:

File Menu

• Select Print Setup to choose the specific printer (and its attendant properties) that will be used with STIHealth. The Default printer set up for the workstation is automatically selected each time the program is opened. However, any other available printers may be chosen here by using the drop-down arrow to select the appropriate printer name.

• Select Exit to close the STIHealth program.

Edit Menu

The Cut, Copy and Paste commands are listed here. Users may click to select data within a field and select the cut, copy or paste options to remove data or move it to a different field.

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Window Menu

The Tile, Cascade and Arrange Icons options are used for arranging menus and other onscreen fields. This command is most useful for "stacking" menus neatly onscreen when more than one is open at a time.

These options are inactive unless at least one menu or onscreen field has been opened.

Tile Menu Order Below is a sample of the Add/Edit Student information | Height/ Weight | Insert menus arranged in Tile order.

Cascade Menu Order Below is a sample of the Add/Edit Student | Height/Weight | Insert menus (the same as shown above) arranged in Cascade order.

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Help Menu

• About provides details such as setup type; district and school numbers; the datapath of student data; and a log of all instances in which File Maintenance was run manually in STIHealth.

• Included in the About screen is a log of all activity on students’ records in STIHealth. This activity is recorded in compliance with HIPPA regulations and the user will not have the ability to edit records in this log. When record entries, changes, and deletions are made in the program there may be a slight delay in processing these records because that activity is being recorded in the HIPPA compliance log.

• Release Notes provide a detailed list of all changes made since the previous version of STIHealth, along with tips on how to work with these changes. The scheduled date of the next update is also displayed here.

• Contents, Search for Help On… and How to Use Help all access the online help menu.

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Using the Program

Logging On

To open the STIHealth program:

• Click on the Windows Start button and select STI Applications. Then left-click on STIHealth.

o To create a desktop shortcut, right-click on STIHealth and choose Send To. In the pop-up menu that appears, select Desktop (Create Shortcut).

o Once the shortcut has been created, the user may double-click the shortcut to open STIHealth.

• Enter User Code and press the Tab key on the keyboard. Then enter password and press the Tab key again.

• Click OK.

The version number of the program will be listed to the left of the blue Title Bar at the top of the main menu, followed by the school name. The Security Code and name of the person logged in will appear in the middle of the Title Bar.

Utilities Desktop

Before using STIHealth, setup is required. The following sections will guide the user

through the setup process. The Utility Desktop contains most setup and maintenance options.

Employees

Employee data for STIHealth is pulled from the STIOffice database. The following provides information about employee record entry and maintenance:

Employee Types • Click the Utility Desktop icon and select Employee Types. With

the 12.1 update, a new Employee Type, Scoliosis Examiner, is now available.

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• Employee Types are hard-coded and may not be changed. Insert, Change and Delete options are unavailable.

Note: Data entered here does not affect user access rights. Security Groups, assigned to users in their Employee Records, are used to define access rights.

Employees • Select Employees in Utility Desktop to add or edit employee

information. The list of employees is displayed in the Employee/Contracted Worker Security browse box.

• Employees are copied over from STIOffice upon installation of STIHealth. All users of STIOffice can access STIHealth with their STIOffice User Code and Password but are granted no permissions to

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access options within STIHealth. A system administrator should assign staff to a user group.

• To modify an employee's access rights, password or any other information, either double-click on that employee's name in the browse box or select the employee and click Change in the upper right corner of the screen.

• Employees may be added to the STIHealth list by clicking Insert in the upper right corner of the Employee / Contracted Worker Security menu. The program will search for employee data from STIOffice. A list of all employees in the STIOffice database who have not been added to the STIHealth employee list will be displayed in the Move Teacher Information to Employee Information browse box.

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• There are two options:

o Select a teacher from the list and click Create to add that teacher to the STIHealth Employee record. All data already entered for the staff member in STIOffice will be copied over to the STIHealth record.

o Click New Insert to create a record for a new employee who is not listed in the Move Teacher Information to Employee Information browse box. Enter employee information in the fields provided and click OK to save.

Note: Three fields are required for creating an employee record: Teacher Number, First Name and Last Name.

User Access User access is set up in each user’s record at the bottom of the menu.

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Each employee must have a two- or three-letter User Code (Typically the employee’s initials. A number may be added when more than one employee has the same initials), a User Group and a Password. Passwords may include up to eight characters and can either be chosen by users and submitted to the STIHealth Administrator or they may be devised by the Administrator.

User Groups Five User Groups are available:

• System Administrator: All access rights are available to user.

Note: IF SECURITY IS SET TO FULL ACCESS FOR UTILITY DESKTOP< THERE IS Separate Box to check for Delete Health Records options. The default is no access. Only Manager and System Administrators should be given access to delete health records.

• Manager: All access rights are available by default except for Utilities Desktop.

• Nurse Desktop: Default rights include Student Desktop and Print Access.

• When the Nurse Desktop group is assigned to a user, a Sub Group must be assigned as well. The Sub Group field will appear to the right of the Group field. Use the drop-down arrow to assign one of the following Sub Groups:

• No Access: The user will not be allowed to log in to the program.

• Full Access: The user will have access to all areas defined within their record.

• View Only: The user will have access to all areas defined within their record. However, no information can be added, modified or deleted.

• View Only: Users in this group have no rights to modify data, but may view it.

• No Access: Users assigned to this group have no access to the program.

The respective access rights described above are assigned to members of each User Group by default. However, the System Administrator may define each user's access rights to any degree desired. Click any Access Security field at the bottom of the employee folder record to give Full Access or No Access to an employee. Access rights may always be returned to the system defaults by checking the Set Access Rights Back to System Defaults box at the bottom of the employee record.

Note: The security rights for the Quick Entry utility must be set up for each user.

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Viewing Employee / Contracted Worker Records Five view filters, corresponding to the five user groups, are located to the right of the list of employees in the Employee / Contracted Worker Security browse box.

Uncheck any of the filters to reduce the list of employees shown in the browse box. Only filter groups with checkmarks will be displayed. The total number of users belonging to a filter group will be displayed to the right of each checked filter. Colored symbols are displayed next to employees' names in the browse box to denote employees belonging to particular filter group.

Viewing Employee Reports The icons to the right of the Employee / Contracted Worker Security Information browse box allow the user to print a variety of reports to help manage the Employee List and control system security.

Following are descriptions of the options available for employee reports:

Security Reports

• Security Access by Group Selection: Generates a Security Access report detailing access rights for all users.

• Print User Access Cards: Generates access cards to hand out to all users. Information included on the cards: Teacher Name and Number, Primary School Assigned, Employee Type, User Code and

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User Group/ Sub Group. Login passwords are NOT included on access cards.

• Print Individual ID Card: Generates a single access card for a selected user.

General Employee Reports

• Employee Listing: Select this button to generate a list of all designated Special Education employees, along with their employee types and the schools to which they are assigned.

• Employee Labels: Select this button to print address labels for employees.

Schools / Location(s)

To access this feature, click the (Utility Desktop) icon. Then select Schools/ Location(s).

Only your school should be listed here. Make sure to check the Our School box.

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System Files

To set up the STIHealth System Files, click the (Utility Desktop) icon, then click System Files and do the following:

Click Change next to both the STIHealth System File and the Main System File to view the system file data. Verify that the information is accurate. Make any changes if necessary and click OK to save.

System Defaults

The System Defaults allow the user to set the defaults of some fields in the program.

To access the System Defaults, click the Utility Desktop icon, then click System Defaults, highlight Program Defaults and select change.

• Preload Date and Time Fields with Current Date and Time: If checked, all date and time fields throughout the program will default to the

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current date and time set on the workstation. If this box is not checked all fields will default to a blank date and time.

• Filter Out Medication by Expired Date and Filter Out Medication by Omit Date pertain to the Medications tab in the Add/Edit Student screen. If either option is checked, the medication listing under the Medications tab will filter out expired medications and/or entries that have been omitted by default. If either box is not selected then the expired medications and/or entries that have been omitted will be included in the listing.

Code Desktop

Select Code Desktop to access the Code Maintenance Desktop menu, which contains several tabbed "pages" of health codes used in STIHealth. These codes come preinstalled with the program and vary from state to state.

Below is a screen shot of Alabama STIHealth codes:

Codes are used for data entry in STIHealth to restrict (and thus standardize) data options in a given field. Wherever codes are required for data entry, only codes listed in the Code Maintenance Desktop screen may be used.

All Codes are standardized by the ALSDE Department, any changes or request for changes must be made to ALSDE Department.

The exception to this rule is Health/Ed Events Codes. These codes are used to create unique types of codes that are not already included in the program.

• Select one of four types: Auditory, Audscore, Referral or Screening.

o The Type specified here determines which fields in Add/Edit Student Information and the Student Desktop will use this code. For example, Auditory codes entered here will be used to enter

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Auditory Screening Information. Audscore codes will be used to enter auditory scores (specifically, Audscore codes populate the Type Test field).

• Enter a Category description. If the type chosen is screening, for example, a category might be Lice. Then enter the Type Screening, such as Lice Screening. Click the OK button to save.

Code Report Desktop

To generate a report of the codes used in STIHealth, click the icon in the upper right corner of the Code Maintenance Desktop menu, then select the desired code group:

All code reports except Health Ed/Events will appear onscreen in preview mode, providing the user with the option to generate a hard copy print-out or to simply review the report onscreen.

Health Ed/Events Code Report When the Health Ed/Events code report is selected, the user will be prompted with Do you wish to PREVIEW the report?.

• Select Yes to view a report preview. The report may then be printed.

• Select No to immediately generate a printed report.

• Select Cancel to cancel the entire report.

Additional Codes

Click the (Additional Codes) icon to access codes. All Codes will come preinstalled according to ALSDE nursing standards.

• Highlight the Category Type in the upper left browse box and then select a Sub Category from the lower left browse box.

• The codes in the selected category/sub-category should now be displayed in the Results browse box.

• Click the OK button to save changes.

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• Click the icon to print the codes in the category/sub-category selected.

Immunization Guidelines

The Immunization Guidelines govern the Shot Compliance report found in the Reports Desktop. The Immunization Guidelines follows the immunization compliance as designated by the ALSDE and may not be edited.

Select Immunization Guidelines under the Utilities Desktop.

Utility Program

The Utility program, under the Utility Desktop has tools to help with maintenance of health records in STIHealth.

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Manage Datapaths This feature gives the user the ability to access STIHealth data for multiple schools from one workstation. For example, some nurses may need to alternate between an elementary school and a middle school with the data for each school located on a different server or in a different folder on the same server.

To add/edit datapaths, perform the following steps.

Note: These steps assume the user has access rights to the multiple data locations. Access to the folders and/or server must be granted by a system administrator.

Select Manage Datapaths from the Utility Window menu.

• Click Insert to add a new datapath.

• Enter the name of each School.

• Browse for the datapath by clicking the Ellipsis button. Select the path to the location of the STIOffice data (ex. z:\ssts2\).

• To display student pictures, where available, browse to the folder containing the picture files (ex. z:\ssts2\pcx).

• Enter the HTS Path. This path should point to the location of the STIHealth data. This is a sub-directory located within the STIOffice data directory of STIOffice (ex. z:\ssts2\hts2000).

• Click OK to save.

• These datapath records may be changed or deleted as necessary. Be aware that there is no warning prompt during the deletion process; if a record is highlighted and the Delete button is clicked, the record will be removed. This will NOT delete the specified data folder itself or affect the actual data in any way.

• In the initial Data Paths menu, check the Show This Window at Startup if users will frequently alternate between different datapaths. When a user accesses the STIHealth program, they will be presented with the option to choose the specific datapath to use.

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Shot Utility Maintenance This option allows users to view students Immunization Information and a Total of Shot Records ordered by Shot Description and Shot Date.

Alabama Shot Utility This option allows users to cross reference existing immunizations from STIOffice to the corresponding shots in STIHealth. Existing codes will display in a column at right. Click and drag the shot from the column at right the corresponding shot on the right hand side of the screen.

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Tools Desktop

Click the icon to select one of the following options:

Export Information

Select Export Information to create an export file to move data from one STIHealth database to another (i.e., from a sending school to a receiving school).

Note: Before Rollover is performed in STIOffice at the end of the school year, use this option to transfer 8th grade students’ health information from the middle school to the high school.

Follow these steps to perform the export:

• All students listed in the STIOffice database will be displayed in the upper browse box. To add student records to the Export Batch list, highlight to select one student at a time in the top browse box. Right-click the mouse to Select All, Reverse or Clear the list selected.

• Enter the path to the folder to which the data is to be exported to in the Path field and then click the Export button in the lower right corner.

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• After the export procedure has finished, click the icon to exit.

Import Information

In the main menu, click the Tools Desktop icon and select Import Information to retrieve data sent via the Export Information procedure. The receiving school imports the data file exported by the sending school.

Follow these steps to perform the import process:

• Type the name of the file to be imported in the field labeled Zip File: or click the File Selector button to the right of the Zip File field to search for the file.

• Once the file name is selected click the Unzip File button beneath the Zip File field.

• After the file has been unzipped, the icon will appear. Click this icon to create a report of all students included in the import file.

• An icon will also appear after the import file has been unzipped. Click this icon to import the student data from the file that was unzipped. This procedure must be performed in order to import the data into the program; simply unzipping the file as described in the steps above does NOT import the data.

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Printing Codes

Select this option to access the Code Report Desktop. Reports of all codes used in STIHealth may be generated here. For more information, see “Code Report Desktop” on page 16.

Note: This is a read-only field. No data may be entered in Code Report Desktop.

Add/Edit Student Information

Click the icon to perform quick entry of student health information.

Note: As of the 11.1 version of STIHealth, all student health information that was entered under the Student Desktop in previous versions may now also be entered under Add/Edit Student Information. This includes general information such as allergies, immunizations, medications, referrals, accidents, daily log entries, and basic medical information. Also under the Quick Entry Desktop is screening information including hearing, auditory, scoliosis, height/weight, and vision screenings. An added advantage of the Quick Entry Desktop is the Cycle feature, which allows the user to create a cycle to enter data for multiple students in a continuous sequence.

Selecting a Student

When the Quick Entry Add/Edit screen is opened, all students in the STIOffice database will be displayed in alphabetical order in the browse box. Click the tabs at the top of the browse box to list students in order by Student Number, Grade or Home Room. To select a particular student, enter in the Lookup box (located beneath

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the browse box) the first few characters in the student’s last name, student number, grade or home room, according to the tab that has been selected. The user may also select a student by clicking anywhere in the browse box and typing the first letter of the student’s last name. When a student is selected, his/her name will be highlighted in blue.

Cycle Feature

The Cycle feature allows the user to customize a series of screenings and general medical information that may be cycled through consistently in order to expedite data entry for an individual student or group of students. Each individual category under the general medical and screenings group also has its own Cycle feature that allows the user to cycle through multiple entries in that category.

Setup • To use the Cycle feature, check the box next to the Cycle button. This

will activate the button and gray out all tabs under the General Medical and Screenings sections.

• For all of the categories to be included in the cycle, place a check in the box next to the corresponding tab (the tab will remain grayed out).

• Once all categories have been checked, select the student(s) to include in the data entry cycle. To select a student for the cycle, highlight that students name in the browse box. With the Cycle feature activated, the user may highlight multiple students.

• To begin entering data, click the Cycle button. The cycle will rotate through each selected category in the order in which the categories are displayed on the Quick Entry Add/Edit Desktop. If multiple students are selected, the cycle will run through every category selected for the first student in alphabetical order; it will then go to the next student in alphabetical order and cycle through each category for that student. The procedure will continue in this manner until all selected students have been cycled.

• To exit the cycle at any time, click the icon in the upper right corner of the screen.

Demographics

The Office Icon allows users to view demographic information such as students Address, Emergency Info, Entry/Withdrawal, and Discipline. Users may press the F4 key on the keyboard to view the student’s schedule. Press the F8 key to view the student’s attendance.

Student Health Profile

The Student Health Profile allows users to view data including Screenings, Daily Log, Immunizations, Medications, Alerts, and Allergies. Each of the areas above can be accessed by clicking on the appropriate tab at the top of the screen. Also user can access the health forms or demographic information.

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Student Health Plans

The Student Health Care Plans allows users to add Health Care or Emergency Care Plans for students. To access this feature, click on the yellow/blue push pin. Click Insert and select the appropriate form.

Creating Health Care Plans in STIHealth

Note: This section has been added for the 12.1 update.

• Click the icon to open the Student Desktop.

• The student lookup screen will appear. Select (highlight) the appropriate student in the list at left.

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• Click on the (Health Care Forms) icon.

• Click Insert.

• The date automatically defaults to current date. Under Plan, use the drop-list to select the desired health care plan.

• Enter student’s information on the health care plan and then click the X to save the plan.

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• If the district uses STIClassroom Win, the health care plan may be transferred from STIHealth by selecting Insert on the Teacher Confirmation tab.

o This will bring up the student schedule.

o Select the teacher to whom the plan is to be sent (only one teacher may be selected a time).

o The nurse will receive confirmation when the teacher acknowledges the plan in STIClassroom Win.

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Note: In order for teachers have rights to view the health care plans in STIClassroom Win, the teachers must be given access to student Medical information. This is done in Principal’s Module.

Note 2 (for district that use STIClassroom Web): This information will not be transmitted to STIClassroom Web. The school nurse or other appropriate employee will need to make copies and deliver to the teachers.

Close Door Icon

Click the close door icon to exit the add/edit student information screen.

Screenings

Auditory Screening • Click the Auditory button.

• Next, click Insert.

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• Enter data as follows:

o Type: Click the down arrow to select the type of screening, Follow up, Referral, Re-Screen, and Screen.

o Results: Click the down arrow to select the results Pass, Fail, Cannot Test, or Refused.

o Date: Automatically populates to current date. Can be edited.

o Time: Automatically populates to current time. Can be edited.

o Grade: Populates from STIOffice demographic.

o Date Hearing Loss Identified: Enter the date the student was diagnosed with hearing loss.

o Etiology: Enter the cause of the problem if known.

o Other Tabs: To select additional criteria, select the alternate tabs of Hearing Aid, Otoscopy, Tympanogram, General and Cochlear Implant.

• Click OK to save the record.

Hearing Screening Click the Hearing button and click Insert.

• Date: Populates to current date. May be modified.

• Type: Follow-up, Referral, Re-Screen, and Screen.

• Grade: Populates current grade level from STIOffice.

• Examiner: Select the appropriate examiner.

• Result: Pass, Fail, Cannot Test, or Refused.

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• Hearing Screening Information: Select information regarding hearing aid and hearing test.

• Date of Threshold: Enter date of threshold.

• Threshold Results: NA, Pass and Fail

• Treatment: Select appropriate treatment from the drop down box.

• Outcome: Select appropriate treatment from the drop down box.

• Screening Notes: Enter any appropriate notes.

Click OK to save the record.

Height/Weight Click the Height/Weight button and click Insert.

• Screening Date: Automatically populates to current date and may be changed.

• Grade: Populates current grade level from STIOffice.

• Height: Enter the inches. This will be converted to feet.

• Weight: Enter weight in pounds. This will be converted to kilograms. The Body Mass Index will also display.

• Notes: Enter any appropriate notes.

• Treatment: Select appropriate treatment from the drop down box.

• Outcome: Select appropriate outcome from the drop down box.

Click OK to save the record.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 29

Scoliosis Screening Click the Scoliosis button and click Insert.

• Screening Date: Populates to current date. May be modified.

• Grade: Populates current grade level from STIOffice.

• Referral: Check box if Referral.

• Examiner: Select the appropriate examiner from drop down box.

• Outside Exam: Check box if this is an outside screening.

• Type: Follow-up, Referral, Re-Screen, and Screen.

• Results: Pass, Fail, Cannot Test, or Refused.

• Re-Screening: Check the box if the student is being re-screened.

• Re-Screening Date: Enter the date of the Re-screening.

• Scoliometer Results: Thoracic enter the number between 0-30 and Spinal enter the number between 0-30.

• Exam Notes: Enter notes from the scoliosis exam if desired.

• Treatment: Select appropriate treatment from the drop down box.

• Outcome: Select appropriate outcome from the drop down box.

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Vision Screening Click the Vision button and click Insert.

• Date: Automatically populates to current date. May be changed.

• Grade: Populates current grade level from Office.

• Referral: Check the box if the vision is being Referred for screening.

• Type: Select the Type of Vision of the drop box.

• Result: Pass, Fail, Cannot Test, or Refused.

• Examiner: Select the appropriate examiner from drop down box.

• Outside Exam:

• Vision Problem: Check box if there is a vision problem, this will add a box to enter notes in regards to the students vision problem.

• Tested Wearing Corrective Lenses: Check the box if student was wearing corrective lenses during the exam.

• Far and Near: Enter the correct format for Both, Right, and Left.

• Recheck: Check if the student is to be rechecked.

• Amblyopia: Pass, Fail, or NA.

• Color Deficiency: Pass, Fail, or NA.

• Stereopsis: Pass, Fail, or NA.

• Treatment: Select appropriate treatment from the drop down box.

• Outcome: Select appropriate outcome from the drop down box.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 31

Health Ed/ Events Click the Health Ed/Events button and click Insert.

• Type of Event: Select from drop down the type of screening.

• Result: Pass, Fail, Cannot Test, or Refused.

• Screening Date: Populates to current date. May be edited.

• Grade: Populates current grade level from STIOffice.

• Examiner: Select the appropriate examiner from drop down box.

• Outside Speaker: Check box if this was an outside speaker.

• Notes: Enter notes from screening if desired.

• Treatment: Select drop box the appropriate treatment.

• Outcome: Select drop box the appropriate outcome.

General Information

Daily Log Three data fields are used in the Daily Log screen. The steps in the following sections must be performed in the order in which they are listed.

Note: Two of the data fields Chief Complaints and Addendum Notes are for future reference only. Information entered in these fields will not appear in the Daily Log.

Items entered in the Daily Log may or may not refer to a specific Accident / Incident Report, at the user’s discretion.

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Creating A Log Incident • Click the Daily Log button to add an item to the student's Daily Log.

• Click Insert in the upper section of the menu just below the print icon and the exit door.

• The date and time will default to the current date and time. The user may change either of these fields by double-clicking on them. Time Out refers to the time the student was released.

• Vital Signs: Blood Pressure, Pulse, Respiratory and Temperature. With 12.1 update, any Vital Signs entered will display on the Daily Log browse screen.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 33

• Use the drop-down arrows to select Referred By employee and Examiner employee.

• Notes: Enter the student’s main complaint. With 12.1 update, the field name was changed from Chief Complaint to Notes.

• Select the appropriate Symptom, Treatment, Procedure and Outcome.

• Click OK to save and return to the Daily Log screen.

Note: If there are multiple entries to be made in the daily log, the Cycle feature may be used. To activate the cycle, check the box next to Cycle. To begin entering data, click Insert and enter the appropriate information. After entering the information, click OK to save. The Insert screen will reappear, allowing the user to continue entering data. When all desired data has been entered, click the Cancel button on the Insert screen to end the cycle.

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Log Notes • Make sure the correct Log Incident is selected in the upper browse box.

Also verify that the Log Notes tab is selected for the lower browse box. Then click Insert to the right of the lower browse box to enter more detailed notes.

• The date and time listed here will automatically be copied over from the Date and Time In fields in the original

• Type in Notes in the space provided.

• Use the drop-down arrows to select a Treatment and an Outcome.

• Enter any notes in the space provided. Click OK to save.

• The Cycle feature may also be used here to expedite data entry.

Immunizations

Click the Immunizations button to access the immunization entry screen.

• Enter the appropriate information in the fields provided.

Note: If Religious Exempt is checked, the user will be prompted to remove the expiration date. When the prompt appears, if No is selected, the Religious Exempt checkbox will be removed. If Medical Exempt is selected, only then will the user have access to the Medical Exempt Notes.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 35

Entering Shot Type Information • To enter immunization shots, highlight the shot type in the browse box

in the bottom left corner of the Immunizations screen. Once the shot type has been highlighted, the Immunization Type at right should indicate the highlighted shot type.

• Once the shot type has been selected, enter the date(s) for that shot type in the blank fields to the right of the browse box. Once the date(s) is entered, click Accept to add the date(s) to the Immunization Date box below the date fields or click Reset to clear the date fields without adding them to the Immunization Date box.

• Once the date(s) are in the Immunization Date box, each date will have either a P (pending) or an X (deleted) next to it. The P and the X indicate the current status of the immunization type that will be finalized when the record is saved. The presence of the date(s) in the Immunization Date box alone does not mean the immunizations have been added to the record. The user must click OK to save the record in order to add the information to the student’s health record.

Note: The Immunization Date box will only show shot dates for the shot type selected. The user may enter immunizations for more than one shot type before saving the record. Select the shot type needed, enter the appropriate dates and click Accept before going to the next shot type. Once all date(s) for all applicable shot types are in the Immunization Date box, click OK to save.

Immunization Cycle Feature The Cycle feature under the Immunization tab in Add/Edit Student Information may be used to create a cycle of shot types, allowing the user to enter immunization dates for an individual student without having to manually change the shot type between entries.

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• To activate the Cycle feature, check the box next to Cycle just above the shot types browse box.

• In the shot types browse box, highlight the shot types to be included in the cycle. Once the Cycle feature has been activated, the user may highlight more than one shot type.

• To begin the cycle, click the Start Cycle button. Above the blank date entry fields, the first highlighted shot type in the browse box will be listed in the Immunization Type. Once all date(s) are entered in the fields, click the Accept button. The cycle will move to the next shot type, and this procedure will be followed until all shot types in the cycle have been addressed.

• Once the cycle has completed, the user may highlight the various shot types in the browse box and view the date(s) entered for each type in the Immunization Date box. When the dates are listed in the Immunization Date box, the procedure listed under “Entering Shot Type Information” on page 36 should be followed.

Note: The Cycle feature under Immunizations may also be used while using the main Cycle feature on the main Add/Edit Student Information screen. When the Immunizations screen is brought up in the main cycle, follow the steps listed immediately above for using the immunization Cycle feature.

Printing Immunization Reports

• Click the icon to the left of the OK button to print out all immunizations for that student. This will include all immunizations including pending which will be noted as such on the report.

Medical Click the Medical button, and click Insert to create a record or click Change to modify the existing record.

Health Information

• Date of Birth: Students date of birth will write from STIOffice.

• Authorize to Speak to Physician: Select Yes or No if the nurse has permission to speak with physician.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 37

Insurance/Notes

• Source for Health Care: Select the source for student’s health care. If Other is selected, enter the source in the Other Source field.

• Insurance Type: Select the student’s health insurance information from drop box. If the student has school insurance, check the box. If student has another type of insurance not in the above drop down, enter details in the Other Type field.

• Subscriber: Name of the individual who subscribes to the insurance.

• Insurance Company: Enter the name of the Insurance Company.

• Group Number: Enter the group number of the insurance plan.

• Policy Number: Enter the policy number for the insurance plan.

• Preferred Hospital: Enter the name of the hospital the parent prefers to use.

Physician

• Name: Enter name of student’s primary care physician.

• Phone Number: Enter the phone number for the physician.

• Address: Enter the address of physician.

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Health Conditions Click Insert to add a health condition.

• Health Condition: Select a Health Condition from the drop box.

• Alert: Check if the health condition is an alert. If Alert is checked, a

medical alert icon will appear with that student’s record not only in STIHealth, but also in STIOffice and STIClassroom. This icon will indicate that the student has a health condition, allergy or receiving medication. The fields beneath the Alert checkbox are available for the user to enter a message regarding the student’s circumstance that will appear with the medical alert icon. This will allow any staff with access to STIOffice or STIClassroom to have access to important health information for students without having access to STIHealth.

• Depending on the health condition selected, additional fields will display. Select or enter any additional criteria and click OK to save the record.

Medical Equipment

Select any medical equipment required for this student.

Printing AL SDE Health Assessment Record

From the student’s Medical screen, click the printer icon to print a health assessment record report to the screen for the selected student.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 39

Medications

The Medications menu is composed of three areas: the medication and reason for taking; medication times; and the medication log. The following steps must be performed in the order in which they are listed.

Medication and Reason

• Medication: Click the button to select a medication from the available list. As of the 12.1 update, this is a listing of medications available. In the text box at the bottom of the screen, enter either the first letter or name of the medication. Highlight the appropriate medication and then click to Select it.

40 • Using the Program STI_0416101500 2010 v12.1 STIHealth AL

• Dosage: Enter dosage amount. (ex. 50 mg).

• Directions: Select from drop down.

• Frequency: Enter the frequency for the medication (ex. once daily).

• Route: Select the appropriate delivery method (i.e., oral, nasal, inhalant

• Expiration: Enter the expiration of the medication.

• Type: Select from drop down, Non Prescription or Prescription.

• Situation: Scheduled, As Needed, or Emergency.

• How Administered: Select appropriate one from drop down.

• Administered by: Select from the drop down the appropriate Health professional who administered the medication.

• Start & End Date: Enter the date to start administering the medication along with the end date.

• Date Brought In: Date parent brought in medication.

• Amount: The amount of medication parent brought in.

• Parent Affirmation: Check this box if the students’ parents have given written authorization for the student to receive medication.

• Physician Affirmation: Check this box if the student’s physician has given written permission to administer medication.

Physician Information • Physician: Enter the name of the physician who has prescribed the

medication.

• Physicians Written Request: Check this box if the students’ physician issued a written statement requesting that the student receive medication. Check the Physicians Written Request checkbox and enter the date the statement was received in the Physician Written Request Date field if this applies.

• Physician Phone: Enter the phone number for the prescribing physician.

Pharmacy Information • Pharmacy: Enter the name of the pharmacy that filled the

prescription.

• Pharmacy Phone: Enter the phone number of the pharmacy.

• RX Number: Enter the number of the prescription located on the prescription bottle.

Medication Brought/Orders Information • Return to Parents: Check the box if medication was returned.

• Date of Returned Medication: Enter date medication was returned to parent.

• Amount: Enter the amount of medication that was returned.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 41

• Returned Method: Enter method medication was returned.

Click the OK button to save.

Note: If there are multiple medications to enter, the Cycle feature may be used. To activate the cycle, check the box next to Cycle on the main Medications screen, to the right of the upper browse box. To begin entering data, click Insert and enter the appropriate information. After entering the information, click OK to save. The Insert screen will reappear, allowing the user to continue entering data. When all desired data has been entered, click the Cancel button on the Insert screen to end the cycle.

Medication Refills

Note: This section has been added for the 12.1 update.

As of 12.1 updated, when refills of existing medications are brought in, the new medication can be copied from the existing medication. The copied medication will have blank dates and amounts.

• Highlight medication to copy.

• Enter the current information for dates, amounts, and other information for the medication brought in.

Log Tab At the bottom of the Medication screen, records may be entered on the Log tab in conjunction with medication Times to keep track of medications administered. The scheduled time would be entered under Times, while the actual date and time of all medications administered (not just scheduled) would be entered under the Log. This is also where missed doses of scheduled medication would be entered.

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Note: If more than one medication is listed in the Medication browse box, make sure the correct one is highlighted and the Log tab is selected.

Click Insert to the right of the lower browse box to add a medication log.

• Enter the date and time at which the medication was administered; the examiner who administered the medication; the reason for not giving the medication (if applicable); and any additional log notes if necessary.

• The student’s attendance is listed on the right of the Log screen. This is available here so the user can verify a student’s absence if they did not receive scheduled medication.

• For Examiner, use the drop-down arrow to select the employee who administered the medication. If the student missed his/her medication, choose the user who is entering into the log that the medication was not administered.

Click OK to save.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 43

Note: The Cycle feature is available for the Log, located to the right of the lower browse box. To use this feature, refer to the instructions in the Medication and Reason section above.

Times This field, the second tab on the bottom browse box (Times), deals with scheduled medication. It is used to enter the time scheduled medication is to be administered.

Note: If more than one medication is listed in the Medication browse box, make sure the correct one is highlighted.

Make sure the Times tab is selected on the bottom browse box and click Insert to the right of the lower browse box to add a medication time.

• Enter the time administered and any additional notes may be entered in the field provided.

Click OK to save.

Note: The Cycle feature is available for entry of Times and is located to the right of the lower browse box. To use this feature, refer to the instructions in the Medication and Reason section above.

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Printing Medication Reports There are two printer icons displayed under the Medications tab to the right of the upper browse box.

• The icon allows you to print all medications, reason, medication type and start and end dates for that student.

• The icon allows you to print all records, from the medication and reason, log and time, for one medication highlighted in the upper browse box.

Batch Entry

Batch Entry is located under the Add/Edit Student Information screen. This feature is used to enter screening for multiple students (a batch of students) at one time.

• To activate Batch Entry, select the checkbox next to the Batch Entry button on the bottom of the Add/Edit Desktop. All other buttons will become grayed out and inactive (the user will be able to choose the screenings once in Batch Entry).

• Once Batch Entry has been activated, highlight the students to be included in the student browse box. The user may individually highlight students to be included or use the right click features, which include Select All students, Reverse the highlighted students or Clear all students who are currently selected. If the students are viewed under the Grade or Home Room sort tabs, an additional right-

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 45

click feature will appear. This feature allows the user to select all students in the same grade or home room.

• Select the screening to be entered from the tabs to the left.

• After choosing a tab, fill out the appropriate information and click Next.

• View Batch: Select this option to view a list of all students included in the batch previously selected. Students will be displayed in a browse box, along with basic demographic information.

• Process Batch: Select this option to process the screening information entered above. This option must be selected in order for the information entered for the batch to be added to each student’s record.

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If this option is not selected, the information entered through Batch Entry will not be reflected in the student records.

• Print Batch Alpha Listing: Choose this option to generate a report displaying all students included in the batch selected above.

• Reports Desktop: Choose this option to access the Reports Desktop menu. For more information, see “Reports Desktop” on page 47.

Click Finish to complete the procedure.

Reports Desktop

Click the icon to print or view student health care reports.

General Information for Reports

The Report Desktop is used to customize reports that include health information entered for students. These reports may be tailored by subject type, i.e., screening type; the student(s) to be included in the report; information from particular date ranges; and various other filters depending on the subject type chosen for the report.

Selecting Students

When the Report Desktop is opened, all students will be listed in the browse box to the left of the screen. By default, all students will be selected and highlighted in blue. The order of the student listing may be sorted by Last Name, Grade, Sex, Age, Home Room, Student Number, City or Zip Code. The sort order can be changed by selecting one of the filters listed in the Sort Order drop-down menu.

The user may select individual students or a group of students to include in the report by clicking on the students’ names. By default all students are selected to be included in the report.

Right-clicking the mouse will give the options to Select All, which will select all students in the browse box; or Reverse which will reverse the students currently selected.

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 47

The Student Filters tab on the bottom of the browse box may be used to set the group of students to include in the report by race, home room, age, grade, gender and status.

Report Options

There are different options available depending on the report selected. These options include general settings for a report such as print settings and the format of the report, as well as report filters that allow the user to customize the data within the category of the chosen report.

At the top of the Reports Desktop screen, depending on the report selected, there are several checkboxes available:

• Preview Report: This box is selected by default. This report will generate an onscreen report preview. Uncheck the box to print a hard copy immediately to the printer with no preview.

• Detailed Report: If this option is selected, the report will include additional information such as note fields included in the category of the chosen report.

• Print One Student Per Page: If this option is selected, a page break will occur between each student, printing only one student’s information on a single page.

Report Filters Each report has different filters that allow the user to further separate information and generate more specific results. These filters allow the user to include specific data such as information from a certain date range; pinpoint students who do not have certain information; isolate students who do have certain criteria. Each report has different filters depending on the information included in the report.

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When a report is accessed, the filters are listed as tabs to the right of the Reports browse box.

• Dates: When this filter appears, the report will only pull data that occurred between the Begin and End dates entered. If these fields are left blank, the report will include all dates.

• Reverse Option: When this filter appears, there will be a checkbox reading List Students With No Records in Selected Filter Range. Select this box to have the report pull all students who meet the opposite requirements of those set in the other filter tabs. The Reverse Option provides the user with an ability to report students who do not have information entered in the category of the selected report.

• Other Filters: The remaining filters will reveal a list of codes pertaining to the report selected. All these tabs will default to have all codes selected (selected codes will be highlighted in blue), but the user may change the selected codes to only include the desired codes.

Listing of Reports with Filter Tabs

An asterisk * indicates a detailed report is available.

• Auditory Screenings*

o Dates

o Treatment

o Outcome

o Examiner

o Results

o Screening Types

o Reverse Option

• Cumulative Health Card

• Daily Activity – Reason/Events by date

o Dates

• Daily Activity – Reason/Events by name

o Dates

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 49

• Daily Log w/ Examiner* With 12.1 update – Addendum Notes will print with report.

o Dates

o Symptom

o Treatment

o Outcome

• Health Assessment Record

• Health Assessment Summary With 12.1 update, an Authorizations checkbox was added under Med. Conditions; selecting this will result in a summary of permissions collected to be printed (Authorized to Speak to Physician, Health Screening Participation, Release of Communicable Disease Info).

o Medical Conditions

• Health Conditions Listing With 12.1 update, medications will print; Alerts and Emergency Meds indicators have been removed.

o Medical Conditions

• Health Plans – This is a new report listing students with Health Care Plans, grouped by Category.

• Health Ed/Events*

o Dates

o Treatment

o Outcome

o Examiner

o Results

o Screening Type

• Hearing Screenings*

o Dates

o Treatment

o Outcome

o Examiner

o Results

o Screening Type

o Reverse Option

• Height/Weight*

o Dates

o Treatment

o Outcome

• Height/Weight w/ BMI

o Dates

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o Treatment

o Outcome

• Immunization Compliance* With 12.1 update, students are marked compliant for Varicella if Varicella (had disease) is checked.

o Dates

o Shots

• Immunization Expiration

o Dates

o Immunizations

• Immunization Listing

o Dates

o Shots

• Immunizations Medical Exempt

• Immunization Religious Exempt

• Medicaid Students w/ Insurance

• Medication Checklist

o Dates

o Examiner

• Medication List With 12.1 update, an Expirations Only checkbox has been added. Selecting this box will cause only expired medications to be printed. If a date range is entered, the program will print expirations within the date range. If no dates are entered, the program will print expirations prior to the current date.

• Medication Log With 12.1 update, Log Notes will now print,

o Dates

o Examiner

• Medication Times

• Missing Expiration Date

o Immunization

• Scoliosis Screenings*

o Dates

o Treatment

o Outcome

o Examiner

o Results

o Re-Screening

o Screening Type

o Reverse Order

• Student(s) Without Any Shot Records

2010 v12.1 STIHealth AL STI_0416101500 Using the Program • 51

• Students with Alert Messages

• Students with Insurance

• Student with School Insurance

• Students without School Insurance

• Students Who Have Had Chicken Pox

• Vision Screenings*

o Dates

o Treatment

o Outcome

o Examiner

o Results

o Re-Screening

o Vision

o Screening Type

o Reverse Option

Running a Report

While each report in the Report Desktop pertains to a different category of information and has different options and filters, all reports are generated in the same manner. Following are instructions to generate a report. The Daily Log w/ Examiner report is used as an example but the same steps will be followed to generate all reports.

• Chose a report and set filters: First the user will need to choose the appropriate report for the information desired. Select any applicable report options shown at the top of the Reports Desktop screen and then set any filters needed. For instructions on setting filters, refer to “Report Filters” on page 48.

• Generate the Report: When the report’s filters and options have been

selected, click the icon in the top right of the window to generate the report and provide a preview. After the report has been generated, he preview will automatically appear onscreen. In the preview, the user

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has many options to print their report. Some reports will feature a second preview screen that appears after the initial one has closed. This screen will show numeric tallies from the previous report.

The Report Types field is located above the Reports browse box in the upper right portion of the Reports Desktop screen. Several options are provided in the drop-down list to offer the user different features to use in the Reports Desktop. The options listed under Report Types are reports, labels, analytical reports and letters.

Reports When Reports are selected, the user will be able to run reports as described in the section “Report Options” on page 48. This item will be selected by default when the user accesses the Reports Desktop.

Labels If Labels are selected, the user may print mailing labels or immunization labels for all students.

• Three types of mailing labels are listed in the Reports browse box: Avery 5160, Avery 5161 and Avery 5366. Users may also select to print immunization labels. Highlight the type of label to be used.

• The Labels filter tab contains several features.

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o The filter will allow the user to select a special starting point on a page when printing the labels. To choose the starting point, click the appropriate space in the page model shown in the filter.

o The user can customize the address heading on the labels by using the Address To field (To The Parents Of). Information entered here will print at the top of each printed label.

o If the Filter Labels on Last Report Run box is selected, labels will be printed for students who were on the last report generated instead of all students.

• Once the label type and filters are set, click the icon to generate the labels and to view a preview of the labels to be printed.

Analytical Analytical reports provide certain screening and medical information in the form of numeric tallies. The analytical reports are generated similar to other reports. For information on running reports, see “Running a Report” on page 52. These reports not only give numeric totals but also give a breakdown of data entered in a particular screening or field.

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Phone Directory

Click the icon for instant access to phone numbers, whether for emergency purposes or otherwise. Any type of phone number may be entered here. Two examples of emergency numbers would be local hospitals and pharmacies.

There is no need to enter students' emergency contact numbers in the Phone Directory, since this information is automatically available in Add/Edit Student

Information under the icon that accesses students’ STIOffice demographic information.

Data is entered and displayed in two separate browse boxes:

The upper browse box contains general contact information. The lower browse box will contain up to six phone numbers for each contact.

Perform the following steps to add an entry to the Phone Directory:

• Click Insert in the upper right corner and enter the appropriate general contact information.

• Most categories are self-explanatory. Exceptions are described below:

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o Type: Assign a category to the entry. For example, HOSP could be used to designate all hospital listings; PHAR could designate area pharmacies; MISC could be used for miscellaneous contacts.

o Title: Enter Mr., Ms., Mrs., Dr., etc., if applicable.

o Contact: Enter a contact person for this entry, if applicable.

• Click OK to save.

• The printer icon located to the right of the upper browse box may be used to print the entire Phone Directory, including contact information and contact numbers.

Perform the following steps to enter phone numbers for the contacts entered above:

• Make sure the correct contact is selected in the upper browse box. All number entered in this procedure will be attached to this contact.

• Click the Insert button to the right of the lower browse box.

• Check the type of phone number. Six types may be selected: Business, Home, Work, Cell, Fax and Other. Only one of each type is allowed.

• Enter the phone number in the space provided.

Click OK to save.

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Index

A Add/Edit Student Information 22

B Basics 2 Batch Entry 45

C Close Door Icon 27 Code Desktop 15 Cycle Feature 23

D Demographics 23 Document Revisions 1

E Edit Menu 4 Editing Data

Insert, Change or Delete 3 Employees 7 Entering Data

List Items and the Drop-Down Arrow 3 Export Information 20

F Fields, Menus and Browse Boxes 2 File Menu 4 Frequently Used Terms 2

G General Information 32 General Information for Reports 47

H Help Menu 6

I Icons 2 Immunization Guidelines 17 Immunizations 35 Import Information 21 Introduction 1

L Listing of Reports with Filter Tabs 49 Logging On 7

M Medical 37 Medications 40 Mouse Clicking 2

N Navigation, Scrolling and Selecting a Record 2

O Overview 1

P Phone Directory 55 Printing and Exiting 3 Printing Codes 22 Pull-Down Menus 4

R Report Options 48 Reports Desktop 47 Running a Report 52

S Schools / Location(s) 13 Screenings 27 Selecting a Student 22 Selecting Students 47 Student Health Plans 24 Student Health Profile 23 System Defaults 14 System Files 14

2010 v12.1 STIHealth AL STI_0416101500 Index • 57

T Tools Desktop 20

U Using the Program 7 Utilities Desktop 7 Utility Program 17

W Window Menu 5

58 • Index STI_0416101500 2010 v12.1 STIHealth AL