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Health & Clinic Management

Run the school clinic on the same record as the classroom — every visit, medication, screening and injury attached to the child it happened to.

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What this module is

The sick bay is the one part of a school that is still run on paper almost everywhere. A ledger on the nurse’s desk records who came in; a note goes home in a bag; the allergy that matters is on a form in a filing cabinet in the office. It works until the day it does not — the day a child collapses and the person holding them does not know what they are allergic to, or the day an inspector asks for two years of incident reports.

Health & Clinic Management puts that whole record inside the system that already knows the child. A visit is logged against the pupil, not a name in a book, so it sits next to their attendance, their year group and their guardians. Guardians are notified automatically the moment a visit or incident is logged, because the platform already knows who they are. And when medicine is dispensed, the charge can land on the family’s invoice rather than in a cash tin.

The module divides into seven surfaces for the nurse — overview, visits, records, medications, screenings, incidents and clinic stock — with a private self-service view for staff, a read-only view for the pupil, and a summary on the ward page for parents. What follows walks each of those roles through the screens they actually use.

What you get

The allergy is where the emergency is

Blood type, allergies, chronic conditions, current medication and emergency contacts sit on the pupil’s own record — reachable in seconds by whoever is with them, not in a folder in another building.

Guardians are told automatically

Logging a visit or an incident dispatches a notification to that child’s guardians in-app and by email. Nobody has to remember to ring, and nobody finds out at pickup.

A defensible incident trail

Every injury carries severity, location, first aid given, whether emergency services were called, when the parent was told, and what was done about it — the record a safeguarding review or an insurer asks for.

Medicine that is accounted for

Dispensing draws down clinic stock and, where it is priced, writes a line onto the family’s fee invoice. The consumable and the charge stop being two separate acts of memory.

Screening campaigns that finish

Vision, hearing, dental, BMI and general screenings are run as campaigns against year groups or classes, with results and referral counts tracked to completion rather than to a clipboard.

The cupboard never quietly empties

Clinic stock carries reorder levels and expiry dates, and low or expired items are counted on the overview — so the school finds out before the plasters run out, not after.

Every flow, every role

How Health & Clinic Management actually works

Everything below is the real application, running live on this page with sample school data — not screenshots. Each screen is the same one your team would use.

School nurse / clinic admin

The nurse runs the module day to day, and these seven screens are the whole job: know what today looks like, work the door, know the child in front of you, give medicine safely, run the screening programme, record what went wrong, and keep the cupboard stocked.

1

Start on the clinic overview

The landing screen answers the questions a nurse gets asked without warning — how busy are we, what is outstanding, and is anything about to run out.

Six live figures across the top: visits today, visits this week, visits all-time, pending follow-ups, open incidents and low-stock items.
Quick actions for the four things that start most sessions — new visit, log medication, report incident, find a record — each hidden from anyone whose role does not allow it.
Recent visits with the pupil, their complaint and the visit’s state, so a handover between morning and afternoon cover takes seconds.
Upcoming screening campaigns, so a whole-school dental day never arrives unannounced.
2

Work the clinic door

Visits are the daily loop. Every attendance at the clinic is logged against the person it happened to, whether that is a pupil or a member of staff.

Four visit types — walk-in, scheduled, emergency and follow-up — so an emergency is distinguishable from a headache at a glance.
A visit moves through checked in, in progress, completed, referred or cancelled, which is what makes the queue readable mid-morning.
The new-visit form captures the clinical picture properly: chief complaint, symptoms with onset and severity, vitals (temperature, pulse, blood pressure, oxygen saturation, weight and height), diagnosis, treatment plan and any medication given at the time.
Switch the table between pupils and staff, and search by name or complaint.
Logging a pupil’s visit notifies their guardians automatically — the parent does not wait for a note in a bag.
3

Know the child in front of you

The health record is the module’s foundation — one per pupil and per member of staff, holding what matters before anyone needs it.

Allergies with severity and the reaction to expect; chronic conditions with diagnosis date and treatment.
Current medication, immunisation history with next-due dates, dietary restrictions and special needs.
Emergency contacts in priority order, each flagged for whether they are authorised to collect the child.
Blood type, family physician and phone number, insurance details, and the date of the last physical exam.
Records carry a status — active, inactive or archived — so a leaver’s history is retained rather than deleted.
4

Give medicine safely, and account for it

The medication log records every dose the school gives, and is the module’s most consequential screen — both clinically and financially.

Three log types — dispensed, administered and refused — because a refusal is as important to record as a dose.
Consent is a first-class field: whether parental consent was obtained and by what method, shown on the row itself.
A dose can draw from a clinic inventory item, in the item’s own dispense unit, so stock falls as medicine is given.
Where the item has a dispense price, the dose is written as a line on the family’s draft fee invoice — a pupil’s onto their school-fee invoice, an employee’s onto their staff invoice.
Dosage, route and the administering member of staff are recorded against every entry.
5

Run the screening programme

Screenings are campaigns rather than appointments — a year group at a time, often with an external provider on site for a day.

Five screening types out of the box: vision, hearing, dental, BMI and general.
Target a campaign at whole year groups or named classes, or leave it open to the whole school.
Record an external provider, so the optician or dental partner running the day is part of the record.
Track a campaign from scheduled through in-progress to completed, with how many pupils were screened and how many were referred on.
6

Record what went wrong

Incidents are the safeguarding half of the module. This is the screen that gets read by somebody other than the nurse — a head, a governor, an insurer.

Severity from minor through moderate and severe to critical, and a lifecycle of reported, investigating, resolved, closed.
Where it happened, what happened, and the first aid that was given.
Explicit fields for whether emergency services were contacted and when the parent was notified — the two questions any review asks first.
Actions taken and follow-up notes, so the corridor that caused the fall is on the same record as the fall.
Guardians of an involved pupil are notified automatically, as with visits.
7

Keep the cupboard stocked

The clinic keeps its own stock, separate from the school’s general asset register, because the things that matter here are expiry dates and reorder levels rather than depreciation.

Five categories — medication, first aid, equipment, PPE and supplies — with SKU, quantity, unit and location.
A reorder level per item, driving the low-stock count on the overview.
Expiry dates, with expired stock flagged rather than silently dispensed.
Dispensable items carry a dispense unit, a conversion multiplier and a price — which is what lets a 500mg tablet come out of a box of 100 and land on an invoice.
Stock movements in and out are recorded with a reason, so a discrepancy has a history rather than an argument.

Teachers & other staff

Staff are patients too. Their clinic history is private to them, kept apart from the pupil-facing side of the module, and reached from their own workspace rather than the clinic’s.

1

Their own health page

An employee gets a “My Health” area in their staff workspace: how many times they have used the clinic, what happened most recently, and what is on their record.

2

Their own clinic visits

Every attendance at the school clinic, with the complaint, the visit type and the outcome — visible to the individual without asking the nurse to look it up.

3

The record the clinic holds on them

Blood type, allergies, chronic conditions, current medication, immunisations, dietary restrictions and physician details — the same structure as a pupil’s record, owned by the employee.

Kept so that the clinic has the picture if an employee is ever taken ill on site.
Visible to the person it describes, which is what makes it a record they will keep accurate.
4

Medication given to them at school

Anything dispensed or administered to an employee, logged for them — and where the item is priced, charged to their staff account rather than the school’s.

Students

Older pupils benefit from seeing their own health record — it is theirs, and a boarder in particular needs to know what the clinic holds and when the next screening is. Everything here is read-only.

1

Their own health home

A pupil lands on their own summary: total clinic visits, upcoming screenings, medications logged, and whether the school holds a complete record for them.

2

Every visit they have made

The date, the complaint and the outcome for each attendance — so a pupil (and, through them, a parent) can see what happened and when.

3

What the clinic holds on them

Allergies, conditions, medication and immunisations as the clinic has them recorded — which is also the quickest way to find out that something on file is wrong.

4

Medication given at school

Each dose the school administered or dispensed, with the date and dosage. Nothing about the pupil’s health is hidden from the pupil.

Parents & guardians

Parents get no clinic screen and do not need one. What they need is to know their child went to the clinic — which arrives as a notification the moment it happens, and stays visible on the ward page beside everything else the school tracks.

1

Clinic activity on the ward page

A ward’s clinic standing sits on their page with attendance, results and library — including whether they are in the clinic right now.

Active visits, so a parent can tell that their child is with the nurse at this moment.
The date of the last visit and a list of recent visits with their chief complaint.
Shown beside attendance, library and hostel — the whole child on one page rather than a login per module.
Read-only: parents see their own ward’s activity and nothing else in the clinic.

How it connects to the rest of the platform

  • Pupils and staff come from the base platform

    Patients are the school’s existing people records. There is no clinic roster to import or maintain, and a pupil’s health history stays attached to them through year changes and transfers.

  • Dispensed medicine reaches the fee ledgerrequires School Fees & Finance

    A priced dose becomes a line item on the family’s draft invoice under a health-clinic fee code — or on the employee’s staff invoice — so the clinic recovers its costs through the same billing run as everything else.

  • Guardian notifications use the platform’s own channels

    Visit and incident alerts are dispatched to the pupil’s guardians in-app and by email through the shared notification service, addressed to the guardians already recorded against the child.

  • Access control treats the clinic as its own module

    Clinic actions sit in their own permission namespace with a School Nurse role, so a nurse can run the clinic without broad administrative rights — and a general administrator does not silently inherit medical records.

  • The parent portal surfaces it on the ward page

    Clinic activity is one of the strands on a ward’s page, alongside attendance, library and hostel, rather than a separate destination a parent has to know about.

Common questions

Who can see a pupil’s medical record?+

Only roles granted the clinic’s own permissions — typically the school nurse and whoever covers for them. It is a separate permission namespace from general school administration, so a bursar or an office administrator does not inherit access to medical records.

Are parents told when their child goes to the clinic?+

Yes. Logging a visit or an incident for a pupil dispatches a notification to their guardians in-app and by email automatically, using the guardian records already on the platform.

Can we charge for medicine we dispense?+

Yes, where School Fees & Finance is enabled. Give an inventory item a dispense price and each dose is written as a line on the family’s draft invoice — or onto a staff member’s own invoice — with the quantity and unit recorded.

Does it handle staff as well as pupils?+

Throughout. Visits, records and medication logs all exist for staff, and each employee sees their own in their staff workspace — kept apart from the pupil-facing side of the module.

Do we need a full medical record for every child before we start?+

No. Visits can be logged against any pupil from day one, and records are built up as the clinic sees each child. The record is what makes the module valuable, but it is not a precondition for using it.

Is the clinic’s stock the same as the Inventory module?+

No — the clinic keeps its own stock, because it cares about expiry dates, reorder levels and dispense units rather than asset tagging and depreciation. Inventory Management remains the register for the school’s equipment.

Run your whole school on one connected platform

Start with the base package, switch on the modules you need, and give every parent, student and staff member a single place to log in.