📌 Manage Individual Health Plans (Connect)

Here you will learn to manage Individual Health Plans.

View My Health Plans

1. Start in the left navigation menu and choose View My Health Plans.
2. You will see a data table of all the Health Plans you helped create or where you’ve been named as the case manager.

3. Click the magnifying glass in the View column to view the Manage Individual Health Plan page.
4. Click the magnifying glass in the Student Name column to view the Student Dashboard page.
5. Use the Row Actions gear to the far right and choose one of the following:
   • Configure 
   • Delete
   • Clone
   • Print Health Plans 
   • Mail to Teachers
6. You can take action on multiple plans at once by selecting one or more checkboxes to the far left. 
7. Click the Sected Gear in the top left and choose one of the following:
   • Print Multiple IHPs
   • Add IHPs to Student Documents (Student spotlight)
   • Edit IHPs
   • Assign New Case Manager: Once selected, it will be reflected in the table immediately.

All Individual Health Plans

1. Start under All Individual Health Plans in the left navigation.
2. You will see a data table for the Individual Health Plan you manage.
3. Use the search fields at the top of each column to filter to specific students or health concerns.

4. Click the magnifying glass in the View column to view the Manage the Individual Health Plan page.
5. Click the magnifying glass in the Student Name column to view the Student Dashboard page.
6. For each plan, use the Row Actions and Options gear to the far left and choose one of the following:
   • Configure (edit) 
   • Delete
   • Print Health Plan
   • Clone 
   • Mail to Teachers
7. You can take action on multiple plans at once by selecting one or more checkboxes to the left of the data table.
8. Click the Selected Action gear and choose one of the following:
   • Print Multiple IHPs
   • Add IHPs to the Student Documents (Student Spotlight)
   • Edit IHP’s
   • Assign New Case Manager

Data Extracts

Helpful Resource: 📊 Manage Data Extracts

• Manage Individual Health Plans (Connect).pdf300 KB