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Bulk-import health records from a spreadsheet

A screen recording of Pearspark doing exactly this in a sample school, and the same 7 steps written out below in the labels you'll see on screen.
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How to bulk-import health records from a spreadsheet

  1. 1Click Health under People in the sidebar
  2. 2Click Import CSV — the page is titled "Import health records"
  3. 3Click Download template — it lists every active student and a column per vaccine on your checklist; fill it in
  4. 4Choose your file under CSV file and click Preview — a dry run, nothing is written
  5. 5Read the report: Will import (profile updates, allergies/conditions and how many become staff alerts, immunization doses) and No matching student for any row it couldn't place
  6. 6Fix what it flags or leave those rows out, then click Import — blank cells never overwrite what's on file; Undo this import reverses it
  7. 7Back on Health, Staff alerts and Immunizations incomplete reflect the imported students (Immunization record missing counts uploaded shot-record documents, which the CSV doesn't add)

Part of Health, behavior & safety

Allergies that badge the student everywhere, medication logs, printable emergency cards, behavior notes families actually read, and a handbook ladder every adult follows the same way.

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Do it in your own school

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