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15 results found

  1. Parent Data Confirmation and Medical Insurance

    Be able to capture health insurance information and to populate the fields for Health Insurance Name and Student Medical Record Number/Policy Number in the Medical Insurance Page in Parent Data Confirmation.

    In addition, Please add the following fields to the Medical Insurance Page: Medi-Cal True/False checkbox, Medi-Cal #, DHCS Confirmation Number, and Primary Care Physician, First and Last Name of the Policy Holder and if the insurance Is Primary or Secondary

    129 votes
    25 comments  ·  Medical  ·  Admin →
    Completed  ·  AdminJan Tokorcheck (Lead Business Analyst, Aeries Software) responded

    Hello, this work item has been completed in stages and was released into production. Here are the relevant revision notes:

    •  Parent Data Confirmation: Districts now have the option to allow/require parents to enter insurance information during the Parent Data Confirmation process. 
    • Portal Options > Parent Data Changing > Insurance Info: An alert message has been added when Require Insurance Info checkbox is selected and saved but the Parent Group does not have Read, Insert, and Update permission to the Medical Insurance Info (MII) security area.

  2. Add booster fields to COVID vaccines

    Please add booster fields to COVID vaccine

    73 votes
    9 comments  ·  Medical  ·  Admin →
    Completed  ·  Kathy Kelly responded

    Hello, this issue has been resolved in the 03/02/22 update.  Here are the Revision Notes:

    Immunizations - COVID-19 boosters recorded in the Immunizations Boosters (IMB) table are now included. Student Immunizations Cards Report - COVID-19 boosters recorded in the Immunizations Boosters (IMB) table are now included.

  3. Add COVID-19 Fields to Immunizations

    Add fields to record COVID vaccines. Need fields for brand, at least 3 date fields (doses 1 and 2 plus subsequent booster(s)).

    41 votes
    3 comments  ·  Medical  ·  Admin →
    Completed  ·  Kathy Kelly responded

    Hello, this request has been completed in the 11/04/2021 update. Here are the Revision Notes:

    Immunizations – Additional fields have been added to this page to track student COVID-19 vaccinations, including tracking of exemptions, and vaccination type. Also, the Records Presented dropdown fields can now be customized by editing the IMM.RPT values on the Update Code Table page. Additional functionality related to COVID-19, including updating reports and tracking immunization status will be available in a future update.

  4. Request to Change 'Add Record' Button Text to 'Add Insurance' on Insurance Info Page

    Is it possible to change the view and/or language on the add record button in the insurance info page? Currently, it looks like the add button is referring to adding a health problem and not an insurance provider in PDC.

    Could it read add insurance instead of add record?

    29 votes
    2 comments  ·  Medical  ·  Admin →
    Completed  ·  AdminMarie Cullens (Senior Business Analyst, Aeries Software) responded

    Hello, this work item has been completed and was released on 6/24/25. Here are the relevant revision notes:


    Student Data > Medical: 

    • Insurance Info:
    • The Add Record button has been adjusted to now display as Add Insurance in both the Admin and Parent portal to help reduce confusion. See Insurance Information.
    • A new Insurance Carrier Code dropdown has been added that will allow the search and filtering of insurance carriers either by code or name. A list of fixed codes was added to the dropdown field and will display along with any custom codes added to the MII.ICC code table. See Insurance Information.


  5. Immunization report to follow-up on exemptions

    Immunization status report - need a new report or an enhancement to the current one. The nurses need a report that lists students that currently have exemptions or need follow-up and are coded as such. Requesting the report to include vaccine name with the exemption, the exemption code, date and comments.

    23 votes
    6 comments  ·  Medical  ·  Admin →
    Completed  ·  AdminJenni Allen (BA, Aeries Software) responded

    Hello, the Student Immunization Status report has been updated to include Expired Exemptions in the 07/27/2023 update.  Here are the Revision Notes:

    New Features

    • Student Immunization Status Report - The Students  with Expired Exemptions option was added allowing users to generate a list of students with an exemption that expired on or before the selected process date.  See Immunizations.


    I am marking this Idea complete as we have completed the following:

    · The Immunization page now highlights in red if the Exemption Expiration Date is today or prior

    · The Student Immunization Status report has an option to print for Students with Expired Exemptions.


    This Report currently does not include the following but this are being considered in NexGen:

    · the exemption code

    · comments 

    ·  follow-up dates under Status of Requirements  sections of the Immunization page.




  6. Daily Medical Log Page

    Enhance the Daily Medical Log page to provide auto-documentation of Username and Date/Timestamp information to meet compliance standards for medical record documentation.

    11 votes
    0 comments  ·  Medical  ·  Admin →
    Completed  ·  AdminJan Tokorcheck (Lead Business Analyst, Aeries Software) responded

    Hello, this work item has been completed and was released on 06/24/25. Here are the relevant revision notes:

    • Daily Medical Log: This page has been enhanced to provide auto-documentation of Username and Date/Timestamp information when the record is created or updated, to meet compliance standards for medical record documentation. See Daily Medical Log.


  7. Add preschool defaults to Configure Vaccination Requirements

    Add default immunization requirements for preschool students to Configure Vaccination Requirements page.

    11 votes
    2 comments  ·  Medical  ·  Admin →
    Completed  ·  Camden Iliff responded

    This idea was completed with the 10/23/2020 update to Aeries with thee following revision note:

    Configure Vaccination Requirements – The “Load Defaults” button on this page has been adjusted to load PreSchool/Child-Care values as well as TK/K-12 values. PreSchool/Child-Care values are loaded based on age in months, while TK/K-12 values are loaded based on Grade. Changes have been made to the vaccination requirement logic to ignore age-based requirements if a grade-based requirement exists that applies to the current student’s grade-level, as to not disqualify a TK/K-12 student based on being under 60 months (which is the high age in months for most PreSchool/Child-Care vaccination requirements). Also the age in months logic was inaccurate when a student’s birthday was in the current month but had not yet occurred, fixed.

  8. Immunizations - Tdap 7th Grade Comment Box

    In Aeries Immunization file --when you look from Tdap 7th all the way across to the far right--- all the other vaccines have a comment box to the right of the exemption and date columns. Can one be added for Tdap?

    6 votes
    3 comments  ·  Medical  ·  Admin →

  9. Update CA Immunization Blue Card to New 10/23 Version CDPH 286 (10/23)

    Update CA Immunization Blue Card to New 10/23 Version CDPH 286 (10/23)

    5 votes
    0 comments  ·  Medical  ·  Admin →

  10. Immunizations Report show legal name

    The Immunizations Report and blue card doesn't show the legal name but it is being requested for legal purposes. Can it default to legal name or have an option to print it with the legal name?

    5 votes
    0 comments  ·  Medical  ·  Admin →
    Completed  ·  Kathy Kelly responded

    Hello, This Aeries Idea has been completed in the 11/18/2021 update. Here are the Revision Notes:
    Student Immunization Cards – The plain paper report has been adjusted to include the new fields for COVID-19 vaccinations. Also, There is a new option to Print Student Legal Name that applies to both the plain paper and “Blue Card” versions of the report.

  11. Immunization - Student Immunization Status Report at the District Level should allow multiple schools selected

    Can we have the ability to select multiple schools on the Student Immunization Status Report at the district level? It only allows me to select one school at a time, which defeats the purpose of it being run at the district level.

    3 votes
    0 comments  ·  Medical  ·  Admin →
    Completed  ·  Kathy Kelly responded

    Hello, This Aeries Idea was completed in the 11/18/2021 update. Here are the Revision Notes:
    5) Student Immunization Status – This report will now include the COVID-19 vaccination requirement if it has been configured. Also, when run at the District, multiple schools can now be selected for this report.

  12. Immunizations page Records Presented dropdown should allow custom code table values

    Allow users the ability to add codes to the Code Table on Immunizations (IMM) in the Records Presented fields. Currently, these codes are hard coded. The fields affected include: IMM.RTP, IMM.RTK, IMM.RT7, etc. Currently these are fixed codes.

    3 votes
    0 comments  ·  Medical  ·  Admin →
    Completed  ·  Kathy Kelly responded

    Hello, this request has been completed in the 11/04/2021 update. Here are the Revision Notes:
    The Records Presented dropdown fields can now be customized by editing the IMM.RPT values on the Update Code Table page.

  13. Hearing - Convert P/F to Dropdown List

    Please make the Hearing page a bit more dynamic for consistency in collecting data and ease of query.

    I would like HRN.PF titled "P/F" to be renamed "Results".

    I would like it to be a drop-down menu that we can edit beginning with the following menu.

    P Pass
    F Fail
    C Could Not Condition
    R Referred
    K Known Hearing Loss

    3 votes
    1 comment  ·  Medical  ·  Admin →
    Completed  ·  AdminJenni Allen (BA, Aeries Software) responded

    Hello, this idea (or bug) has been completed in the 1/19/2023 update. Here are the Revision Notes:

    Hearing

    • The P/F field was renamed to Results P/F and is intended to record Pass or Fail results.  Existing reports or queries may rely on this field to be accurate so additional codes values are not recommended.
    • The Results P/F, Dr Refer, Follow Up, IMP Code, and Waiver fields were converted to drop-down fields that are populated with codes entered in the COD table. For Texas users, the fields are also populated with fixed codes that correspond to state reporting codes.

  14. Enhance Immunization Requirements Logic for More Accurate Evaluation of 12th Grade Students

    Enhance Immunization Requirements Logic for Accurate Evaluation of 12th Grade Students

    Current logic The combination of the student's age being outside the VAC range and their next grade being above the high school grade level leads the system to conclude that they meet the immunization requirements, even though no vaccines are recorded.

    2 votes
    0 comments  ·  Medical  ·  Admin →
    Completed  ·  AdminJulia Leader (Business Analyst, Aeries Software) responded

    Hello, I wanted to let you know that work on this item was completed, and it was released to customers on 2/11/2025. Here are the relevant revision notes:

    • Student Data > Medical > Immunizations: The evaluation of immunization status has been adjusted to allow the immunization status for 12th grade students to be accurately reflected after the last day of school.


  15. Add Table/Field Overlays to Immunizations Boosters area.

    Add Table/Field Overlays to Immunizations Boosters area.

    1 vote
    0 comments  ·  Medical  ·  Admin →
    Completed  ·  Kathy Kelly responded

    Hello, this issue has been resolved in the 9/7/2023 update.  Here are the Revision Notes:

    Immunizations- Updated the Table Field Overlay for the Boosters tab to list the Immunizations Boosters (IMB) fields.

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