In this article:
Account Setup Checklist
Meet with your directors, administrative staff, nurses and health staff to decide which forms you’d like included in your account. Make sure to review your health forms, permission slips, and activity releases.
What forms do you want to include? You can use our standard health form, or you can send us PDF copies of your current forms. Do any of your programs have extra questions or waivers?
Will you be collecting staff health forms too? If so, is their form the same as the participant health form or different?
Do you require a doctor’s signature for all medications administered? Should your families bring the medication confirmation form on the first day, or should they upload it back into their participant's account?
- OTC Medications
Do you require a parent/guardian and/or doctor's signature for over-the-counter medications administered at your organization (e.g. ibuprofen, acetaminophen, etc)?
What immunizations do you require (e.g. tetanus, meningitis, etc)? Are some immunizations optional? How should families submit these records? They can either scan/upload, self-report, or both!
- Due Date
What date would you like your families to complete their health forms? Select a date so that your health staff have enough time to review records before the first day. This date can be the same for everyone or can vary by session.
- Lockout Date
What is the last day you want families to be able to make changes to their account? Only 100% completed accounts are ever locked out. If the 'lock out' date has passed, but the family has not completed their records, they will still be able to access their account. Most organizations select somewhere between 1 to 5 days before the start of each session.
Would you like to include a custom logo or photo to personalize your organization's account?
Are there additional instructions you'd like to add in to welcome/reminder email notifications or throughout your account?
Test Account Checklist
It is important that your entire team complete a thorough review to make sure everything is included and laid out as you'd like. If there are any changes you'd like to see made, let us know. We want to make sure your account is perfect. Keep in mind that we advise against making changes mid-stream, so once we launch your account, it may be difficult to make changes if you forgot something.
Are there any important questions you forgot to ask? Any questions you want to remove?
Review the order of steps and how questions are grouped together. Many of the reports you create will be based on the order and groups of questions.
- Required vs Optional
Are all essential questions marked as required? For example, you may want to require that you have two emergency contact phone numbers provided.
Should authorizations be required or should a parent/guardian be able to decline the authorization? For example, maybe your permission to treat authorization should be required, but your horseback riding waiver should be optional.
- Organization Contact
Is the organization contact, email address and phone number correct? We always list an organization representative for families to who have “camp specific” or "school specific" questions.
Are the due date and lockout dates displaying correctly?
Is your custom logo or photo displaying as you'd like?
Are there any changes you'd like to make to any custom instructions you've added in?
If you used our application last summer, what questions and forms do you want to pre-populate? Most of our organizations have everything copy over except authorizations/waivers as well as doctor's physical forms.