How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission...

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New Student Registration Guide: How To Upload Documents

Transcript of How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission...

Page 1: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

New Student Registration Guide:

How To Upload Documents

Page 2: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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CareDoxTraining Materials

New Student Registration Guide:How To Upload Documents

Parents and guardians sometimes have questions about uploading documents to CareDox. This document aims to guide a user through this process.

Page 3: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Contents

Getting Started…………………….... p.4

Care Plan for Medical Condition…... p.5

Care Plan for Allergies…………….... p.8

Care Plan for Diet Restrictions….... p.10

Immunization Cards………………... p.11

Insurance Cards…………………….. p.13

Medication Permission…………….. p.15

OTC Medication Permission………. p.18

Physical Examinations……………... p.19

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Page 4: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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HOW TO UPLOAD DOCUMENTS

Getting Started

Sign into your CareDox account and click Start or Continue Enrollment.

Page 5: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Care Plan for Medical Condition

To add a Care Plan for a Medical Condition, click the Medical Conditions section and answer YES to the question, “Does the student have any medical conditions?”

Then enter the name of the condition (e.g. Asthma). Click the name of the Care Plan to download it. Once completed, you can upload it below by scanning the pages to your computer or taking pictures of the document on your mobile device and clicking upload.

HOW TO UPLOAD DOCUMENTS

Page 6: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Name your Care Plan, and choose a single document from your computer or multiple images from your mobile device or camera and press Okay to upload.

Care Plan for Medical Condition

HOW TO UPLOAD DOCUMENTS

Page 7: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Once the document has been uploaded, you will see the name and date on which you uploaded the document.

Care Plan for Medical Condition

HOW TO UPLOAD DOCUMENTS

Page 8: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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To add a Care Plan for Allergies, click the Allergies section and answer YES to the question “Does the student have allergies?”

Then enter the type of allergy (e.g. Shellfish). Either click the required care plan or add your own care plan by clicking the Add Care Plan button.

Care Plan for Allergies

HOW TO UPLOAD DOCUMENTS

Page 9: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Choose a single document from your computer or multiple images from your mobile device or camera and press Okay to upload to the form.

Care Plan for Allergies

HOW TO UPLOAD DOCUMENTS

Page 10: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Care Plan for Diet Restrictions

To add a Care Plan for Diet Restrictions, click the Diet Restrictions section and answer YES to the question, “Does the enrollee have any special diet needs?”

Choose the diet restrictions (e.g. Vegan). Click the name of the Care Plan to download it. Once completed, you can upload it below by scanning the pages to your computer or taking pictures of the document on your mobile device.

HOW TO UPLOAD DOCUMENTS

Page 11: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Immunization Cards

To upload an Immunization Card, go to the Immunizations section and click the Upload Card button.

HOW TO UPLOAD DOCUMENTS

Page 12: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Immunization Cards

Add a brief description, and then select a single document from your computer or multiple images from your mobile device or camera and press Okay to upload.

HOW TO UPLOAD DOCUMENTS

Page 13: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Insurance Cards

To upload an Insurance Card, go to the Immunizations section and answer YES to the question “This enrollee is covered by family medical/hospital insurance or Medicaid?”

HOW TO UPLOAD DOCUMENTS

Page 14: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Insurance Cards

Then enter the necessary information and click the Upload Insurance Card button to upload a picture of the insurance card.

HOW TO UPLOAD DOCUMENTS

Page 15: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Medication Permission

To upload a Medication Permission Document, click the Medications section and answer YES to the question “This enrollee is covered by family medical/hospital insurance or Medicaid?”

HOW TO UPLOAD DOCUMENTS

Page 16: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Medication Permission

Then click Add Medication and select a medication type: Over the Counter (OTC) or Prescription. Enter the necessary information and then select who will administer the medication.

HOW TO UPLOAD DOCUMENTS

Page 17: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Medication Permission

Download the Medication Permission document by clicking the name of the document. Then upload it by clicking Upload Document for Medication Permission.

HOW TO UPLOAD DOCUMENTS

Page 18: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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OTC Medication Permission

To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download the document. Click the green Upload button, and choose a single scanned document from your computer or multiple images from your mobile device or camera.

HOW TO UPLOAD DOCUMENTS

Page 19: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Physical Examinations

To upload a Physical Examination, go to the Screenings Section (or Forms section) and click Add New Physical Examination.

HOW TO UPLOAD DOCUMENTS

Page 20: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Physical Examinations

Enter the date of the screening. Then click Upload Screening File (Physical Examination).

HOW TO UPLOAD DOCUMENTS

Page 21: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

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Physical Examinations

Download the form by clicking the name of the document. Then upload it by choosing a single scanned document from your computer or multiple images from your mobile device or camera and pressing Ok.

HOW TO UPLOAD DOCUMENTS

Page 22: How To Upload Documents Registration Guide: New Student · To upload an OTC Medication Permission Document, go to the OTC Medication section. Click the blue Download button to download

Thank you!If you have questions, please contact

[email protected]