Objective
This how-to article outlines the steps for practitioners to schedule appointments with students using the Healthy Campus platform.
Key Steps
1. Accessing Student Profile 0:08
- From the home screen or the students tab, locate and click on the profile of a student who is at least yellow or green.
- Red students need at least a consent to treat to schedule: How to Clear a Student for CYBHI Services
2. Scheduling an Appointment 0:35
- Click on the 'Schedule Appointment' option from the student profile.
- This will allow you to create a scheduled visit.
3. Setting Date and Time 0:47
- Choose the initial date and time for the appointment.
4. Setting Recurrence 1:05
- Choose how often the appointment will repeat (daily, weekly, or monthly).
- For instance, select 'weekly' and set an end date for the recurrence.
5. Pre-selecting Services 1:17
- You can pre-select services from your district's service library here.
- For example, if you have a default individual counseling service, this would be great to include on every visit by default.
- You can add more services (or remove them) during each visit.
6. Finalizing the Appointment 1:36
- Click 'Add' to schedule the services.
- Verify that the scheduled visit appears in the student details.
7. Viewing and Editing Appointments 1:54
- To view or edit the appointment details, click on the 'View/Edit' button.
- Adjust any necessary details by clicking the 'Edit' button.
8. Starting the Visit 2:04
- To start the visit, click the 'Start Visit' button at any time.
- This can be done if the student arrives early.
Notes
- Ensure that the student is eligible (yellow or green) before scheduling an appointment.
- Double-check the date and time to avoid scheduling conflicts.