The Admin OS puts health and compliance tools under More, while staff credentials live in Team > People and the staff record.

Current navigation

These surfaces contain sensitive child and employment information. Staff need the relevant permission and organization/classroom scope; a link being visible is not authorization to share its contents.

Health overview and child records

Open More > Health for the date-based health overview. It summarizes open incidents, active medications, screenings, immunization context, and the latest drill. Open a child's health record for detailed work.

A child's health record can include:

• effective care notes for allergies, dietary restrictions, and medical notes;

• open and resolved incident reports, follow-up, acknowledgments, phone-call records, and printable incident output;

• active medication authorizations and recent administration logs;

• health screenings and screening history; and

• immunization records and verification state.

Review the child identity and source context before editing. Intake-form text shown for review is not automatically an active medication authorization.

Incidents and family communication

Create or open an incident from More > Health. Complete the incident record, then use the actions shown on that record for submission, follow-up, phone-call logging, acknowledgment tracking, resolution, or PDF output.

Do not tell a family that an incident was sent merely because it was drafted. Verify the incident's submitted state and the acknowledgment or communication evidence shown on the record. A logged phone call and an in-portal acknowledgment are different evidence.

Configure your school’s incident reporting

For administrators with permission to change organization settings:

1. Open the gear menu, choose Settings, then Safety.

2. Find Incident reporting and choose Edit.

3. Review Incident report severity. Your school can use staff-assessed severity, facts-based routing, or no severity.

4. Review Family response to incident reports. Choose the option your school requires: signature-based responses, read confirmation without a signature, or notification only with no response requested. Read the explanation beside the option; the signature option can use a read confirmation for the smallest incidents.

5. If switching to a signature-free option asks you to acknowledge responsibility for collecting required signatures outside Bloomily, read and complete that acknowledgment only if you are authorized to do so.

6. Choose Save changes, then reopen the setting to verify the saved values.

This is an organization setting. The family-response choice also applies to reports already sent that are still waiting for a family response. Approval permissions and notification sending are separate controls: changing the response option does not itself prove that any alert was delivered.

The walkthrough below shows an example school. Its selected options, staff, counts and dates are examples; choose your own school’s required settings.

Open the incident-settings walkthrough in a new window

Medications, screenings, and immunizations

• Add and maintain medication authorizations on the child's health record, then log administrations against an active authorization. A medication log can separately record parent-notification state.

• Record screenings from the child record or use the overview's screening tools. Mark parent notified is a record-keeping flag; that action explicitly does not send a message.

• Add or update immunization records only after confirming the vaccine, date, source document, and child. A Document verified indicator is distinct from simply having a record on file.

The screening overview can export screening history and link to a printable daily roster. Preview the output and date before sharing it.

Drills, licensing, inspections, and documents

Use the drill controls within More > Health to log a drill and review drill history.

Use More > Reports > Rosters for roster-style compliance output. Choose the report that matches the request, verify the selected scope and fields, and treat signed source forms as authoritative when a roster is incomplete.

Use More > Compliance > Inspections to record inspection details, violations, corrective actions, and status changes. This workspace is state-agnostic; it does not replace a regulator's state-specific checklist or legal requirements.

Use More > Compliance > Documents for organization compliance files and expiration tracking. Confirm the document type, effective/expiration dates, and access before uploading or sharing.

Use Team > People with Not currently covered or Expiring soon, then open the staff record for credential work.

Frequently Asked Questions

Q: How do I prepare for a licensing inspection? Review More > Compliance > Inspections, More > Compliance > Documents, More > Reports > Rosters, and relevant drill/health records, plus Team > People. Compare them with the regulator's current checklist; Bloomily does not certify that the stored records satisfy every state requirement.

Q: Can parents see incident reports immediately? Not from a draft alone. Verify that the incident was submitted and check the record's communication and acknowledgment evidence before saying a guardian can see or has received it.

Q: How far back are medication logs kept? Use the medication history shown on the child's health record. Do not promise a permanent retention period unless the organization's policy and current product retention contract have been confirmed.

Q: Do drill records meet state licensing requirements? Bloomily stores drill records, but requirements vary. Compare the record with the current state or local checklist and keep any additional evidence the regulator requires.

Walkthrough: Review and Edit Health Incident Reports in Bloomily

1. Open Health > Incidents and select the report.

2. Review the details, then choose More > Edit report details when available.

3. Correct the report and choose Save edits. Reopen it to check the saved information.

This walkthrough demonstrates editing a report. Editing is separate from approving or sending it to the family.

The recording uses one center’s example data and settings. Names, amounts, dates, counts and policy choices are examples. Follow the written guidance above where recording labels differ.

Open the walkthrough in a new window

Walkthrough: Approving an Incident Report

1. Open Health > Incidents > Needs review and select the report.

2. Review the report, family-facing content, delivery channels and required acknowledgment.

3. When appropriate, select Send report, review the confirmation and choose Confirm — send to family.

4. Check the result, report status and delivery information. Use the report’s More menu for available email, PDF and contact records.

A send request is not proof of successful delivery, reading or acknowledgment. Delivery and acknowledgment depend on the center’s configuration and the actual result. Check failures and pending acknowledgments separately.

The recording uses one center’s example data and settings. Names, amounts, dates, counts and policy choices are examples. Follow the written guidance above where recording labels differ.

Open the walkthrough in a new window

Step-by-step guides with interactive walkthroughs

• Upload and view documents on a child record

• View and update a child’s care and health details