Implementation Action Checklist
Set up for Success

Invite staff and familes to activate their Health Portal account.
Templates are provided for emails with Health Portal Links keyed to your district for distribution to your staff and families. Please consult your Implementation Consultant for more information.
Other Resources:
Health Portal Resources for Principals, Staff, and Family
School Health Management: Help Center for Families and Staff

Review EHR user accounts
Reveiw assigned roles and schools and add users if needed.
EHR User Accounts
Review EHR User Accounts
Add EHR User Accounts
