SIS 2000+ Health, Sec. 2, Health Information

SIS 2000+ Health

Last update: 08/08/2000 jmm

Sec. 2, Health Information

This program assigns and displays medical health providers to students. Health provider data is entered in a separate Health program called Health Providers (see Sec.11) and linked (assigned) to each student using this Health Information program. All student names in the SIS 2000+ database (Student Editor), along with basic demographic data, will automatically appear as records in the Health Information program, according to the group selected.

2.1 Open Health Information screen
Click on the Health Info button on the main menu screen of the Health module. The opening screen (Fig. 6) will default to the first student in the SIS 2000+ database, alphabetically by last name, according to the group selected in the Student Banner (see Sec. 1, Step 1.4.1). Provider information linked to the student is shown on three tabbed pages (information screens).

Fig. 6 - Read-only mode

2.2 Find a student
To find a student record, scroll forward or backwards through the student records using the VCR buttons at the bottom of the screen, click on the Find button, or click on the List button to initiate a search. See Sec. 1, Step 1.4 for further instructions on the Find procedure.

2.3 View health provider information
The basic student demographic data for the selected student is displayed in the upper third of the screen. (This data cannot be edited in the Health Information program.) Click on the titled tabs to move between information screens of the selected student.

In the 'Doctor Information' or 'Dentist Information' screens (Fig. 6) only one provider can be assigned. However, if that provider has more than one address or location these alternate addresses can be viewed by using the VCR buttons to the left and right of the address fields.
The 'Hospital/Insurance' screen (Fig. 7) displays the student's Preferred Hospital at the top, a list of the student's insurance providers along with the student's corresponding insurance policy numbers, and a Comment field for each provider.

Fig. 7

2.4 Change Doctor/Dentist assigned to a student
The Doctor and Dentist screens (Fig. 6) are identical in design and procedure. The only data that can be edited in these screens is the doctor or the dentist name and a "release" flag. Providers are normally added and edited in the Health Providers program. However, providers may be added or edited from this Health Information program by linking to the Health Providers database using the assign procedure. See Step 2.6 below.

2.4.1

2.4.2 Click on the Edit command button to activate the edit mode.

2.4.3 Change the doctor or dentist to be assigned by selecting a provider name from the drop-down list (Fig. 8) in the Doctor or Dentist field. All data pertaining to the selected provider will automatically appear in the fields as it is retrieved from the Health Providers database.

Fig. 8 - Doctor drop-down list

2.4.4 Click on Save to confirm changes, or Undo to abort

2.5 Edit Release information
In the edit mode, check or uncheck the field above the assigned doctor's or dentist's name titled Release to Another Doctor/Dentist if Not Available (Fig. 8) to indicate whether your school is authorized by the student's parent or guardian to use an alternate doctor/dentist if the assigned provider is not available. Save data, or Undo to cancel.

2.6 Browse, Edit, or Add a new Provider using Assign procedure
You can use the Assign button to link into the Health Providers database without leaving the Health Information program. Use the Assign to browse records of providers before assigning, to edit provider records, or to add a provider that is not yet in the database, as follows:

2.6.1 Browse provider records and assign one to the selected student

Go to the Doctor or Dentist information screen of the selected student (Fig. 6)
Click on the Edit button to go activate the edit mode.

Click on the now activated Assign command buttonto the right of the Doctor or Dentist field. A screen will open with provider information (Fig. 9), defaulting alphabetically to the first provider in the Health Providers database.

Fig. 9

Use the VCR buttons to scroll forward or backward through the provider records.
Choose the provider to be assigned.
Click on Select to exit the Health Providers database and return to the Health Information program. This action will automatically assign the selected provider to the selected student, overriding any previous assignment.

2.6.2 Edit provider records

Go to the Doctor or Dentist information screen of the selected student (Fig. 6)
Click on the Edit button to go into the edit mode.

Click on the Assign buttonto the right of the Doctor field. A screen will open with provider information (Fig. 9), defaulting alphabetically to the first provider in the Health Providers database (Fig. 9).
Use the VCR buttons to scroll forward or backward through the provider records.
Click on the Edit button to go into the edit mode. All Provider data fields may be edited from here and then saved as is done in the Health Providers program (See Sec. 11 for more detailed instructions).
Click on Select to exit the Health Providers database and return to the Health Information program. This action will automatically assign the selected provider to the selected student, overriding any previous assignment.

2.6.3 Add a new provider
If the doctor/dentist to be assigned to the student has not yet been entered into the Health Providers database, the name will not show up on the list of choices in the Health Information program. The provider's name must be added to the Health Providers database in order to proceed. The Health Providers database is in another area of the Health module. However, by using the following shortcut you will be able to add a new provider name without exiting the Health Information program. After the new provider is added, it may be assigned to the selected student in the Health Information program.

Click on the Edit button of the selected student.
Click on the Assign button to the right of the Doctor field. A screen will open with provider information (Fig. 9), defaulting alphabetically to the first provider in the Health Providers database.
Click on the Add command button to bring up a blank record for provider data input (Fig. 10).

Fig. 10

Fill in the data fields: Provider name (last name, first), provider Type (select a provider Type from the drop-down list in the upper right), Address line 1 and 2, City, State, Zip, Phone, Extension, and Provider Notes.
Click on the Save command button to confirm the provider information, or Undo to abort
You may add an alternate address to the provider's record only after it has been saved with the initial address data. To add another address click the blue-colored Add button in the address area to go into the address entry mode.
After entering alternate address data, click on Save again to confirm the new data, or Undo to abort.
Notice that the VCR buttons in the provider's address area are now activated. They have switched from dimmed gray to black; signifying that there is more than one address available for viewing.
Click on Select to exit the providers information screen and revert to the Health Information screen. The provider that was added will now be assigned to the selected student and also be available as a selection in the Doctor/Dentist drop-down lists for all other students.

2.7 Add, Edit, or Delete Hospital/Insurance data

2.7.1

2.7.2 Click on the Edit button to go into the edit mode. The edit mode is signified when the background color of the field cells turns from gray to white.

Fig. 11 - edit mode

2.7.3 If not already designated, enter the selected student's Preferred Hospital in the field provided.

2.7.4 Add insurance information:

Click on the Add command button. The cursor will insert at the beginning of a new blank line. Use the TAB key to move from cell to cell within a line.

Enter a Provider name using the drop-down list.
Enter the student's insurance Policy Number used for that provider.
Enter optional Comments.

Click Save to confirm data, or Undo to abort.

2.7.5 Edit insurance information:

Once in the edit mode, the Policy Number and Comments fields can be edited by inserting the cursor or tabbing to that field. The Provider name can be changed by using the drop-down list.
Save data, or Undo to cancel changes

2.7.6 Delete insurance information:

Select a line to delete with the UP or DOWN arrow keys or by clicking in (highlighting) any field on that line.
Click on the Delete button
In the dialog box that appears, choose "Yes" to confirm deletion or "No" to abort.
To make another deletion you must go into the edit mode again by clicking the Edit button.
Save data, or Undo to cancel changes

2.8 Quit the program
After saving all changes click on the Quit button (or CTRL+Q on the keyboard) to exit the program.