SchoolDoc is a health record system designed specifically for K-12 schools and educational institutions. If your school uses SchoolDoc for health records, Finalsite Enrollment can build a custom data export that transfers enrolled student data to SchoolDoc. Contact Support to set up the export.
💡Quick Answers
- How do I get started with the SchoolDoc export? Contact Support to initiate the setup; the team will work with you to configure the export with the required student and contact fields.
- What student data is transferred to SchoolDoc? Required fields include Student ID, First/Last Name, Birth Date, Sex, Grade Level, and parent and emergency contact emails; additional data can be imported through SchoolDoc for an extra fee.
- How do I use the export once it is set up? Run the export from Settings > Fields & Data > Data Export to pull enrolled student data, then work with SchoolDoc to import it into their platform.
- How do families access SchoolDoc? Set up a checklist item in Finalsite Enrollment with a link directing enrolled families to the SchoolDoc platform.
In this article
Export Setup
If you're interested in getting started, please reach out to our Support team who will help start off the process.
- Student ID
- First Name
- Last Name
- Birth Date
- Sex
- Grade Level
- Parent 1 Email
- Parent 2 Email
- Parent 3 Email
- Parent 4 Email
- Emergency Contact 1 First Name
- Emergency Contact 1 Last Name
- Emergency Contact 1 Relationship
- Emergency Contact 1 Email
- Emergency Contact 2 First Name
- Emergency Contact 2 Last Name
- Emergency Contact 2 Relationship
- Emergency Contact 2 Email
Additional data can be imported, however, this does incur a fee. Therefore, you'll need to work with SchoolDoc if you'd want additional data imported.
How it works
Once we've built your export and set up the initial steps, your process will primarily look like this:
- Use the export to pull enrolled student data out of our system.
- Work with SchoolDoc to import that data into their platform.
- Invite your families to navigate to SchoolDoc through an enrollment checklist item.
When new students are added to your enrollment workflow, you can run an export for them and send them over to SchoolDoc.
When you request a SchoolDoc export, our team will work with you on outlining the steps of how to use your export file to get the data out of Finalsite Enrollment and we'll help you set up a Checklist item allowing your families to easily navigate over to SchoolDoc.
If you have a SchoolDoc account and would like to import student data into it, please reach out to our Support team as a first step.
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