📝 Create a New Individual Health Plan (V2)

Meghan Perez-Navarro
Meghan Perez-Navarro
  • Updated

Creating an Individual Health Plan (IHP) for a student involves several steps to address the student’s specific health needs.

Create New Individual Health Plan

  1. Open a web browser and enter your district-specific address: [yourdistrictname].schooldata.net/ihp. Fill in your username and password to sign in.
  2. Start by selecting Create New IHP in the left navigation menu.

Details

This tab captures essential student health information:

  1. Selected Parties:
    • Student(Required): Select the student for whom the Individual Health Plan is being created.
    • Case Manager (Optional): Select if applicable.
    • Educators (Optional): Additional educators should have access to the Individual Health Plan.

  1. Health Concerns: 
    • Select the Health Concern (e.g., allergy, asthma, cardiac, diabetic, seizure, or general).
    • Choose the diagnosis related to the selected Health Concern.

  1. Import Dates: These will auto-populate, but you can edit them as needed (e.g., IHP Start Date, Renewal Date, etc.).

  1. Additional Student Information: Fill in the following details if applicable:
    • Transportation (Bus Number, etc.)
    • Non-medication Allergies
    • Preferred Hospital and Primary Physician details (Name, Phone)
    • Medication Allergies (if applicable)
    • Rescue and Maintenance details
    • Specialists (Name and Phone)
    • Current Medication
    • 504 Plan (Mark the checkbox if the student has one)

  1. Click Save and Continue in the top-right drop-down menu. 

Health Background 

You can add further details about the student’s health background in this section. These fields are optional.

  • Health History
  • Triggers (e.g., environmental factors or specific circumstances that affect the student)
  • Special Precautions (e.g., additional health measures needed)
  • Physical Restrictions (e.g., limitations on physical activities)

Click Next to continue.

Emergency Contacts 

This section allows you to enter student emergency contacts.

  1. Click the Add Record to input a new contact’s details. Include information such as Name, Phone Number (Home, Cell, Work, etc.), and Relationship.
  2. Click the Row Actions Gear to the far right to Edit or Delete.
  3. Download the contact list in Excel format by clicking the Action Gear icon in the top-right corner of the container, then selecting Download Data.
  4. Click Next to continue.

Health Concerns:

The options presented in this section will depend on the health concern selected on the Details page.

  1. General (Other) will always be displayed if the health concern selected is “Other.” This section must be filled out only when “Other” is selected. For other health concerns, leave it blank.
  2. Update Health Concern: if you update the health concern in the Details tab, the available options will change based on the new section.
  3. A student may have only one Individual Health Plan per Health Concern per school year. If the student requires multiple health plans for different conditions, create a new plan for each condition.
  4. Once all information has been entered, Save your work at every step.

Helpful Resource:  Individual Health Plans (IHP) - Health Concerns (V2)

Additional Features

  • Reports: The Individual Health Plan can be reviewed in the Reports Manager, where you can run reports by Student Group or School Year.
  • Homeroom Dashboard: You can view health data in the Individual Health Plan Data Table with input selectors for Student Group and School Year or the Student Spotlight (Student Health Plan Container).




 

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