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Path: Index > Student Information > Forms > Module: Health

To create a form for a student, select the student then browse to the Forms tab using the path above. Once there, click the blue New button in the lower left corner.

Scroll down and look for the Health module, or use the search filter at the top. Click on the specific form you wish to open. “Vision Screening Referral”

NOTE: If the student has had more than one vision screening, you will be prompted to choose one so that data from that screening can be populated in the form. Choose the appropriate screening from the list as shown (dates are included for reference), then click the blue Create Form button. If there has only been one screening, you will not see the screen below.

The form will automatically populate the student’s name, birth date, current date, school, school phone, and school fax. The first item that needs to be selected on the form is a drop-list indicating why the referral is being made:

In the School Screening Results section, the items numbered below correspond to the Vision screening that has already been entered into Infinite Campus.

Please note: If a screening has NOT been entered into Infinite Campus, these items will not populate.

Complete the other items in this section as appropriate. You can add more information to the comments section if you wish.

The remainder of the form should be filled out by the doctor you are referring the student to. You can now click Save and Stay, then click on the Lock button.

Once you click Lock, you are informed that the form can no longer be edited, and that it will be published in the portal for parents to see. Click Lock and Publish.

On the Forms tab, you will see that the form now has a status of Locked & Published.

This is what the parent will see once the form is locked:

Watch Video Below for Instructions on how to create this form

Add Video here

To Print the form for the student, click on the Print button at the bottom of the screen as shown below.

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