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How to Add Health Background Information to the Student Profile

In this guide we’ll look at how to add Medical Information to the Student Profile. The Health Background page has 6 sections:

Access: The minimum permissions required to access Health Background can be found in the Framework module from within Config > Setup > Roles and Permissions.

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

To access Health Background first select Students from the left hand menu.

Pathway

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

View

Select Health Background from the menu on the left.

Health Background

Health Overview

The Health Overview panel displays some 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.

Health Overview

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

Edit Health Overview

Medical Conditions Dietary Needs and Disabilities

Important Note: Recording of Disability Information is mandatory.

The Medical Conditions/Dietary Needs & Disabilities panel will display all recorded Medical conditions. To add Medical Conditions or make changes click the + button and select whether to update Medical Conditions, Dietary Needs or Disabilities.

Add Medical Conditions

The Medical Conditions page will display any currently recorded Medical Conditions. You can Edit or Delete existing Medical Conditions by hovering over the Medical Condition and selecting either the No Entry sign to Remove it or the Pencil Icon to Edit.

To add a new Medical Condition select Click to Add New Medical Condition.

Click to Add New Medical Conditions

To add a new Medical Condition, select the Priority from the dropdown (Note: You will only be able to select Priority according to how many Medical Conditions you have, if you have only 1 Medical Condition added, you will only be able to select Priority 1.) then, select the Condition 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. You then have the option to add a date in the Information Received on field, Notes and you can also Upload Documents by dragging and dropping the document into the blue section of the screen.

Once you’re happy, click Save.

Medical Conditions Panel

In the Dietary Needs panel 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. You then have the option to add a date in the Information Received on field, Notes and you can also Upload Documents by dragging and dropping the document into the blue section of the screen.

Once you’re happy click Save.

Dietary Needs

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.

Disabilities

Doctor(s) and Surgeries

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

Doctors and 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.

Medical Events

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.

Add Medical Event

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.

Medical Notes

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.

Add New Medical Note

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.

Document List

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.

Upload File

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.

Upload & Save

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

Grid Actions

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

Flag, Download, Delete

In this guide we’ll look at how to add Medical Information to the Student Profile. The Health Background page has 6 sections:

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.

Pathway

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

View

Select Health Background from the menu on the left.

Health Background

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

The Medical Conditions/Dietary Needs & Disabilities panel will display all recorded Medical conditions. To add Medical Conditions or make changes click the + button and select whether to update Medical Conditions, Dietary Needs or Disabilities.

Add Medical Conditions

The Medical Conditions page will display any currently recorded Medical Conditions. You can Edit or Delete existing Medical Conditions by hovering over the Medical Condition and selecting either the No Entry sign to Remove it or the Pencil Icon to Edit.

To add a new Medical Condition select Click to Add New Medical Condition.

Click to Add New Medical Conditions

To add a new Medical Condition, select the Priority from the dropdown (Note: You will only be able to select Priority according to how many Medical Conditions you have, if you have only 1 Medical Condition added, you will only be able to select Priority 1.) Then, select the Condition from the dropdown. You then have the option to add a date in the Information Received on field, Notes and you can also Upload Documents by dragging and dropping the document into the blue section of the screen.

Once you’re happy, click Save.

Medical Conditions Panel

In the Dietary Needs panel 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. You then have the option to add a date in the Information Received on field, Notes and you can also Upload Documents by dragging and dropping the document into the blue section of the screen.

Once you’re happy click Save.

Dietary Needs

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.

Important Note: Recording of Disability Information is mandatory. If the Student has No Disability then you must select No Disability from the dropdown.

Disabilities

Doctor(s) and Surgeries

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

Doctors and 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.

Medical Events

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.

Add Medical Events

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.

Medical Notes

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.

Add New Medical Note

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.

Document List

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.

Upload Document

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.

Selected Document

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

Grid Actions

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

Flag, Download and Delete
Updated on March 19, 2025

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