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Health office visits in PCR Educator Campus can now email a student's parents the moment the school nurse records a check-out time, using a notification trigger the school configures once. Every parent or guardian in the household with a portal login receives the message, so families hear from the health office the same hour their child is seen.

What can schools do with Health Visit Parent Contact?

Reach the household the moment a visit closes. The email goes out as the nurse saves the visit with a Time Out value, from the health visit page or the visit edit window. It carries the school's own wording, drawn from a Health Visit email template.

Write the message the health office wants to send. The template is built from the Health Visits list with the Email Merge multi-action, so the nurse's own language, the school logo, and the visit details all sit where the school puts them.

Give each parent one message per visit. Each parent receives a single email for a visit. A later correction to the visit, including the check-out time, leaves that count at one.

Choose who receives it. Require Opt In governs whether every parent is included or only those who have opted in on their notification preferences.

Questions schools ask

Do families need a portal login to receive it? Yes. The email is addressed to the parent and guardian logins on the student's household, so activating the portal is what brings a family into the send.

Does correcting a visit send another email? No. Each parent receives one email per visit, and later edits to that visit leave it at one.

Where does the wording come from? From a Health Visit email template the school writes and selects on the trigger.

To set the trigger up, see Notification Trigger - Health Visit Parent Contact.

Available now to all PCR Educator schools. Your account team can walk you through the Health Visit email template whenever you're ready.

A PCR Educator DAT Query can now connect two tables on fields you choose, even when PCR Educator has not defined a connection between them.

What's new

Other table in the connect list. Click the [+] icon next to a table in DAT Query - Step 1 and choose Other table... at the bottom of the list. A second list offers every table your roles allow you to report on.

Join on the fields that match. Pick a field from the table you are connecting from and a field from the new table, then click Add. Add more pairs when records only match on a combination of fields.

Health Visit Parent Contact is a notification trigger that emails a student's parents when the student is checked out of a health visit. The email goes to each parent or guardian in the student's household who holds a portal login.

The trigger sends as soon as the visit is saved with a Time Out value, from either the health visit page or the visit edit window. It does not wait for the overnight send that most notification triggers use.

Each parent receives one email per visit. Editing the visit afterwards, including correcting the check-out time, does not send a second email.

Recipients come from the visit itself: the parents of the student who was checked out, for students with a current enrollment. A Merge Filter is not offered for this trigger, because the health visit supplies the record.

Important fields:

Category: Health Visit Parent Contact.

Recipient / Data Relationship: Parent/Health Visit. This is the only relationship offered for this trigger.

Email Template (Health Visit): Lists the templates whose merge type is Health Visit. Create one from the Health Visits list using the Email Merge multi-action before creating the trigger, so that the list has an entry to choose.

Require Opt In: Leave this cleared so that each parent receives the email. When it is selected, only parents who have opted in on their notification preferences receive it.

Note: No filter narrows this trigger. The visit supplies both the record and the recipients, so every visit saved with a Time Out value notifies that student's parents, and the Eligible Recipients Filter (User) does not change who is addressed. Require Opt In is the one setting that changes the audience, and it selects by parent rather than by visit.

To create a Notification Trigger, follow the steps of Creating Notification Trigger.