Parent Data Confirmation and Medical Insurance Revision/Update
This feature needs some improvements in Parent Data Confirmation...Suggestions:
Enhance Parent viewing- default to see existing Active records automatically without having to filter for "ALL" records. The current format will not show the record if the parent left effective date data blank and then the parent will add a new record. We have had parents do this multiple times rather than editing existing records.
Samantha Brown
shared this idea
The Effective Date is a required field for Medical Insurance (MII) table. The table assesses the Effective Date and End Date (if populated) to determine which records are "Active" and display by default. If you have old records that do not have an effective date, you have several options to deal with them. Some districts just delete the records and ask the parents to put them in again, since they are only effective for a year, anyway. Some may choose to mass add an effective date for all records. It is up to what would work best for your district. Support can help you with queries to make mass changes.
