Meeting templates

Capture interactions with students, staff, or families using our ready-to-go meeting templates.

Student records

Access a student’s complete digital profile, featuring past interactions, class schedules, and plans. Easily tag student support initiatives for enhanced visibility and instant access.

Manage plans

Stay organized and manage visibility with student-centered digital files, ensuring all plans are streamlined and easily accessible.

Form packets

Gather all the information you need from families with a single form packet, seamlessly combining multiple related information requests.

Document review

Review documentation as it is submitted from the portal, and approve and import only correct and complete requirements.

Build forms

Create complex form templates easily using our intuitive form builder

In-platform messaging

Engage with parents directly through secure, in-platform messaging, allowing quick and confidential communication about student needs that is automatically recorded in the student file.

Family portal

Give families peace of mind with real-time access to their child’s medication administration records and inventory, so they’ll know exactly when it’s time to refill the prescription.

Chat support

Our support team is always there to answer any questions families may have. We’ll field the questions so you don’t have to.

Automatic import

Scan images and PDFs to automatically parse and enter shot dates to save countless hours of data entry.

Compliance checker

State-by-state rules are coded into the platform to automatically assess immunization compliance. Keep track of shot dates, exemptions, supporting documentation and titers from one easy to use tab.

Reporting and tracking

Quickly see which immunizations and age groups are driving noncompliance to protect your community and stay in compliance.

Tier-based tracking

Organize students by support tiers, making it easy to monitor their progress and adjust interventions as needed.

Team collaboration tools

Facilitate seamless communication among teachers, counselors, and administrators, creating a unified support team for each student.

Goal setting and monitoring

Set individualized goals and track outcomes across tiers, ensuring students receive the support they need to thrive academically and emotionally.

Ready to go screening templates

Use our vision, hearing, BMI, spinal, and blood pressure screenings to meet state requirements and quickly identify students in need of additional care.

Group screenings and follow up

Screen cohorts of students all at once to simplify the screening process and quickly refer students who don’t pass the screening.

Compliance tracking and reporting

Track and report on screenings using our built-in reporting, reducing administrative burden and keeping your school in line with state mandates.

Family-friendly enrollment forms

Simplify health enrollment for families with an intuitive, modern family portal. Magic links mean no more forgotten passwords or login issues.

Simple follow up

Easily follow up on missing documents or information without the endless back and forth over email chasing down files.

Quick approval process

With keyboard shortcuts and auto-approve, reviewing health forms takes half the time.

Birthdate check-in system

Students can check-in using their birthday, notifying staff of their arrival and updating documentation instantly.

Arrival notifications

Receive alerts when students arrive, keeping clinics organized even during busy times.

Automatic documentation

Each student check-in creates a record, simplifying documentation and making charting even simpler.

Emergency PDFs and QR codes

Generate emergency PDFs and QR codes so emergency personnel can quickly access critical student health information.

Instantly send student health information

Instantly fax, email, or text important student health information to a hospital or clinic in the event of an emergency.

Customizable response plans

Build and store response plans for specific students, ensuring that staff have clear, accessible instructions tailored to individual needs.