This guide looks at how to add Medical Information to the Student Profile. The Health Background page has 6 sections:
- Health Overview
- Medical Conditions Dietary Needs and Disabilities
- Doctor(s) and Surgeries
- Medical Events
- Medical Notes
- Document List
Access: The minimum permissions required to access Health Background can be found in the Framework module from within Config > Setup > Roles and Permissions.

See Also: How to Edit Lookup Tables, How to Add a Doctor to a Student Record and How to Create Medical Conditions and Medical Condition Types
Note: Throughout this guide, any fields marked with an asterisk (*) are mandatory
Navigate to Students, click to select the required Student(s) then click View.

Then select Health Background from the menu on the left.

Health Overview
The Health Overview panel displays key medical information, for example NHS Number, Blood Type and Emergency consent. Click the Pencil icon in the top right hand corner to add Health Overview information or to make changes.

Click Save to confirm any changes.

Medical Conditions Dietary Needs and Disabilities
Important Note: Recording of Disability Information is mandatory.
The Medical Conditions, Dietary Needs & Disabilities panel displays all records and clearly labels each as Active or Inactive based on the following rules:
- A record is Inactive if an End Date is set and is in the past.
- A record is Active if:
- No End Date is provided, or
- The End Date is today or in the future.
To add information to the panel click the + symbol in the top-right and choose from Medical Conditions, Dietary Needs or Disabilities

To Edit or Delete existing Medical Conditions hover over the Medical Condition and selecting either the No Entry sign to Delete it or the Pencil Icon to Edit.

To add a new Medical Condition select Click to Add New Medical Condition.
- Select the Priority from the dropdown menu. Note: Priority options are determined by the number of Medical Conditions already added. For example, if only one Medical Condition has been added, only Priority 1 will be available.
- Select the Condition from the dropdown menu. This field is populated from the Lookup Tables. For information on configuring these values, please refer to How to Edit Lookup Tables.
- Use Information Received On* to enter the relevant date, this field is mandatory
- Notes: add as required
- Start Date and End Date: These fields allows the function to define the effective period for each entry need. Multiple entries can be recorded, even with identical date ranges.
- Documents can also be uploaded by clicking Browse or dragging and dropping them into the blue section of the screen.
Once complete click Save.

In the Dietary Needs tab Click to Add New Medical Condition.

- Select the Need from the dropdown. This field is determined by the Lookup Tables, for more information on how to set this up please see How to Edit Lookup Tables.
- Use Information Received On* to enter the relevant date, this field is mandatory
- Enter an Notes as required.
- Start Date and End Date: These fields allow the function to define the effective period for each entry need. Multiple entries can be recorded, even with identical date ranges.
- Upload Documents by clicking Browse or dragging and dropping the document into the blue section of the screen.
Once complete click Save.

In the Disabilities panel select the Disability from the dropdown and enter the Start Date. You also have the option to select an End Date if applicable.
Once you’re happy, click Save.

Doctor(s) and Surgeries
The Doctor(s) and Surgeries panel displays any recorded Doctors and Doctors Surgeries .

For more detail on how to manage this section please see How to Add a Doctor to a Student Record.
Medical Events
The Medical Events panel will display any previous medical events. To add a New medical event, click the + button in the top right hand corner.

In the Add/Edit Medical Event screen, first select the Medical Event Type from the drop down (Note: these are determined in the lookup tables, please see How to Edit Lookup Tables for more information). Then fill in the rest of the information as required. Once you are happy, press Save.

Medical Notes
The Medical Notes panel will display any Medical Notes that have been added for the Student. You can Delete Medical Notes by selecting the Note and using the Bin icon in the top right hand corner of the panel and you can Add new Medical Notes using the + Icon.

When adding new Medical Notes the Type will default to Student Medical Note and the Date will default to today, these cannot be changed. Select the Status of the note from the dropdown and enter a Summary (Note: The Summary is what will be displayed in the panel.) You also have the option to enter any Notes. Once you’re happy click Save.

Document List
The Documents List panel displays any documents with the type Health Background. You can upload new documents by clicking on the + button in the top right hand corner.

When adding a new Document the Document Type will default to Health Background and cannot be changed. You have the option to mark the Document as Important using the tick box, click on Select Files to choose the file from your files.

Once you’ve selected a file, check that the information is correct, and then click Upload and Save. The Document will then be displayed on the panel.

You can use the Grid Actions to, Copy, Export to Excel, CSV or PDF and Print the information in the table.

If you hover over a document, you can Flag it as Important, Download or Delete the Document.

In this guide we’ll look at how to add Medical Information to the Student Profile. The Health Background page has 6 sections:
- Health Overview
- Medical Conditions Dietary Needs and Disabilities
- Doctor(s) and Surgeries
- Medical Events
- Medical Notes
- Document List
See Also: How to Edit Lookup Tables, How to Add a Doctor to a Student Record
Note: Throughout this guide, any fields marked with an asterisk (*) are mandatory
To access Health Background first select Students from the left hand menu.

Select the Student you wish to update by clicking on them once to highlight them. Then click View.

Select Health Background from the menu on the left.

Health Overview
The Health Overview panel displays some key medical information, for example HSC Number, Blood Type and Emergency consent. Click the Pencil icon in the top right hand corner to add Health Overview information or to make changes.

Make the necessary amendments to the Health Overview information and click Save to confirm the updates.

Medical Conditions Dietary Needs and Disabilities
Important Note: Recording of Disability Information is mandatory.
The Medical Conditions, Dietary Needs & Disabilities panel displays all records and clearly labels each as Active or Inactive based on the following rules:
- A record is Inactive if an End Date is set and is in the past.
- A record is Active if:
- No End Date is provided, or
- The End Date is today or in the future.
To add information to the panel click the + symbol in the top-right and choose from Medical Conditions, Dietary Needs or Disabilities

To Edit or Delete existing Medical Conditions hover over the Medical Condition and selecting either the No Entry sign to Delete it or the Pencil Icon to Edit.

To add a new Medical Condition select Click to Add New Medical Condition.
- Select the Priority from the dropdown menu. Note: Priority options are determined by the number of Medical Conditions already added. For example, if only one Medical Condition has been added, only Priority 1 will be available.
- Select the Condition from the dropdown menu. This field is populated from the Lookup Tables. For information on configuring these values, please refer to How to Edit Lookup Tables.
- Use Information Received On* to enter the relevant date, this field is mandatory
- Notes: add as required
- Start Date and End Date: These fields allows the function to define the effective period for each entry need. Multiple entries can be recorded, even with identical date ranges.
- Documents can also be uploaded by clicking Browse or dragging and dropping them into the blue section of the screen.
Once complete click Save.

In the Dietary Needs tab Click to Add New Medical Condition.

- Select the Need from the dropdown. This field is determined by the Lookup Tables, for more information on how to set this up please see How to Edit Lookup Tables.
- Use Information Received On* to enter the relevant date, this field is mandatory
- Enter an Notes as required.
- Start Date and End Date: These fields allow the function to define the effective period for each entry need. Multiple entries can be recorded, even with identical date ranges.
- Upload Documents by clicking Browse or dragging and dropping the document into the blue section of the screen.
Once complete click Save.

In the Disabilities panel select the Disability from the dropdown and enter the Start Date. You also have the option to select an End Date if applicable.
Once you’re happy, click Save.

Doctor(s) and Surgeries
The Doctor(s) and Surgeries panel displays any recorded Doctors and Doctors Surgeries .

For more detail on how to manage this section please see How to Add a Doctor to a Student Record.
Medical Events
The Medical Events panel will display any previous medical events. To add a New medical event, click the + button in the top right hand corner.

In the Add/Edit Medical Event screen, first select the Medical Event Type from the drop down (Note: these are determined in the lookup tables, please see How to Edit Lookup Tables for more information). Then fill in the rest of the information as required. Once you are happy, press Save.

Medical Notes
The Medical Notes panel will display any Medical Notes that have been added for the Student. You can Delete Medical Notes by selecting the Note and using the Bin icon in the top right hand corner of the panel and you can Add new Medical Notes using the + Icon.

When adding new Medical Notes the Type will default to Student Medical Note and the Date will default to today, these cannot be changed. Select the Status of the note from the dropdown and enter a Summary (Note: The Summary is what will be displayed in the panel.) You also have the option to enter any Notes. Once you’re happy click Save.

Document List
The Documents List panel displays any documents with the type Health Background. You can upload new documents by clicking on the + button in the top right hand corner.

When adding a new Document the Document Type will default to Health Background and cannot be changed. In the Document Status Type dropdown you will have the option to select from Public, Private or Confidential:
- Public – Anyone with access to this area of Bromcom will be able to see Public documents.
- Private – The document will only be visible to the User that uploaded it.
- Confidential – Only people with the permission ‘Staff Access To Confidential Documents’ will be able to access Confidential documents. This permission can be found in Config > Setup > Roles and Permissions within the Framework module.
You have the option to mark the Document as Important using the tick box, click on Select Files to choose the file from your files.

Once you’ve selected a file, it will appear in the pop-up, you then have the option to add Notes if required. Once you’re happy click Save and the document will then be displayed in the panel.

You can use the Grid Actions to, Copy, Export to Excel, CSV or PDF and Print the information in the table.

If you hover over a document, you can Flag it as Important, Download or Delete the Document.
