{"source":"Student health and counseling functions and features most commonly offered by Point and Click, PyraMED and Medicat, as identified by Claude, Perplexity and Grok and reconciled into one set. The Claude draft supplies the structure; features named only by Perplexity or Grok are added where they fit. src: C = Claude, P = Perplexity, G = Grok. Levels: area > functional area > function > feature.","scope":"Covers scheduling and check-in, primary, urgent and sexual health documentation and orders, immunization compliance with SIS holds, short-term counseling with groups, billing and insurance, the student portal and telehealth, reporting, and SIS integration, record separation, security and operations, while full hospital and specialty care are out, the SIS remains the record for student identity and enrollment, counseling records stay separate from the medical record, and disability accommodations and conduct cases stay in their own systems except as a referral.","vendors":["Point and Click","PyraMED","Medicat"],"groups":[{"k":"C","name":"Access and Scheduling","ds":["1","2"],"desc":"Gets students to the right medical or counseling service and through check-in."},{"k":"I","name":"Medical Care","ds":["3","4","5","6"],"desc":"Documents and supports primary, urgent and sexual health care delivered by the student health center."},{"k":"W","name":"Immunization Compliance","ds":["7","8"],"desc":"Tracks required immunizations and enforces compliance through SIS holds."},{"k":"H","name":"Counseling Services","ds":["9","10","11","12"],"desc":"Runs short-term counseling with records kept separate from the medical record."},{"k":"A","name":"Billing and Insurance","ds":["13","14"],"desc":"Charges for services and handles insurance where the campus bills."},{"k":"K","name":"Student Experience","ds":["15","16"],"desc":"Gives students secure self-service for their health and counseling needs."},{"k":"S","name":"Management and Reporting","ds":["17","18"],"desc":"Helps leaders run the center and report on demand and outcomes."},{"k":"E","name":"Platform","ds":["19","20","21","22"],"desc":"Connects the system to campus records and keeps it private, secure, configurable and portable."}],"domains":[{"n":"1","name":"Appointment Scheduling","desc":"Books, changes and manages medical and counseling visits across providers and locations.","caps":[{"id":"1.1","n":"Configure provider and clinic schedules","subs":[{"id":"1.1.1","n":"Provider schedule templates","d":"Defines each provider's working hours, session blocks and recurring availability by location.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"1.1.2","n":"Appointment types and durations","d":"Sets visit types such as sick visit, physical, immunization or intake with default length and resources.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"1.1.3","n":"Multi-location and department calendars","d":"Manages separate schedules for main clinic, satellite sites, pharmacy, lab and counseling.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"1.1.4","n":"Resource and room booking","d":"Reserves exam rooms, equipment and interpreters alongside the provider for a visit.","cls":"Expected","src":["C","P","G"],"herm":"BC118"},{"id":"1.1.5","n":"Schedule holds and blocks","d":"Reserves slots for same-day, urgent or specific visit types and releases them by rule.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"1.1.6","n":"Holiday and closure calendar","d":"Closes the clinic for breaks and holidays and flags affected appointments.","cls":"Expected","src":["C"],"herm":"BC118"}]},{"id":"1.2","n":"Book and manage appointments","subs":[{"id":"1.2.1","n":"Staff appointment booking","d":"Lets front-desk staff search open slots and book a visit for a student.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"1.2.2","n":"Online student self-scheduling","d":"Lets students book eligible visit types through the portal with screening questions first.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"1.2.3","n":"Rescheduling and cancellation","d":"Moves or cancels appointments with reason codes and frees the slot.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"1.2.4","n":"Waitlist management","d":"Holds students waiting for a slot and offers openings as they appear.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"1.2.5","n":"Recurring appointments","d":"Books a series such as allergy injections or weekly therapy sessions in one action.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"1.2.6","n":"No-show and late-cancel tracking","d":"Records missed visits and applies configured fees or booking restrictions.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"1.2.7","n":"Telehealth visit scheduling","d":"Books video visits and sends the student a secure join link.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"1.2.8","n":"Group and event registration","d":"Registers students for flu clinics, vaccine events or group sessions with capacity limits.","cls":"Expected","src":["C","G"],"herm":"BC110"},{"id":"1.2.9","n":"Appointment eligibility rules","d":"Applies campus-defined eligibility and booking restrictions using SIS-supplied enrollment and local service rules.","cls":"Expected","src":["P","G"],"herm":"BC118"}]},{"id":"1.3","n":"Remind and notify","subs":[{"id":"1.3.1","n":"Appointment reminders by email and text","d":"Sends configurable reminders with confirm and cancel options before a visit.","cls":"Expected","src":["C","P"],"herm":"BC220"},{"id":"1.3.2","n":"Privacy-safe message content","d":"Keeps reminder text free of visit type or diagnosis so a message reveals nothing sensitive.","cls":"Core","src":["C","P"],"herm":"BC220"},{"id":"1.3.3","n":"Staff schedule change alerts","d":"Notifies staff when appointments are added, moved or cancelled on their schedule.","cls":"Expected","src":["C"],"herm":"BC220"},{"id":"1.3.4","n":"Confidential contact preferences","d":"Records permitted communication channels and confidential contact preferences.","cls":"Expected","src":["P"],"herm":"BC220"}]}]},{"n":"2","name":"Triage and Check-In","desc":"Routes urgent needs and moves students from arrival to the exam room.","caps":[{"id":"2.1","n":"Triage and walk-in intake","subs":[{"id":"2.1.1","n":"Nurse triage documentation","d":"Records phone or walk-in triage with protocol-guided questions and disposition.","cls":"Expected","src":["C","P","G"],"herm":"BC118"},{"id":"2.1.2","n":"Walk-in and urgent care queue","d":"Tracks walk-in patients by arrival time and acuity for urgent care.","cls":"Expected","src":["C","P","G"],"herm":"BC118"},{"id":"2.1.3","n":"After-hours call integration","d":"Imports notes from an after-hours nurse line or crisis line into the student's record.","cls":"Specialized","src":["C"],"herm":"BC118"},{"id":"2.1.4","n":"Urgent care treatment protocols","d":"Provides configurable documentation and order sets for common campus urgent care presentations.","cls":"Expected","src":["P"],"herm":"BC118"},{"id":"2.1.5","n":"Emergency escalation documentation","d":"Records emergency transfer decisions, receiving service, handoff information, and follow-up tasks.","cls":"Expected","src":["P"],"herm":"BC118"}]},{"id":"2.2","n":"Check in and track the visit","subs":[{"id":"2.2.1","n":"Front-desk check-in","d":"Confirms identity, demographics, insurance and consent at arrival.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"2.2.2","n":"Self check-in kiosk","d":"Lets students check in on a kiosk or tablet and complete forms without staff.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"2.2.3","n":"Mobile and portal check-in","d":"Lets students check in from their phone and wait outside the clinic until called.","cls":"Emerging","src":["C","P"],"herm":"BC118"},{"id":"2.2.4","n":"Patient flow tracking board","d":"Shows each patient's status from arrival through rooming, provider and checkout.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"2.2.5","n":"Pre-visit questionnaires","d":"Collects symptoms, screening scales and history before the visit and files them in the record.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"2.2.6","n":"Checkout and follow-up booking","d":"Closes the visit, captures charges and books any follow-up appointment.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"2.2.7","n":"After-visit instructions","d":"Produces student-specific care instructions, precautions, and follow-up guidance.","cls":"Expected","src":["P"],"herm":"BC118"}]}]},{"n":"3","name":"Clinical Documentation","desc":"Records the encounter, history and problems in the medical record.","caps":[{"id":"3.1","n":"Document the encounter","subs":[{"id":"3.1.1","n":"Encounter notes","d":"Records visit notes in structured or SOAP format with provider signature.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"3.1.2","n":"Specialty note templates","d":"Provides templates for physicals, sports clearance, sexual health, travel and women's health visits.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"3.1.3","n":"Vital signs capture","d":"Records vitals and measurements with trending over time.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"3.1.4","n":"Diagnosis coding","d":"Assigns ICD-10 diagnoses to the encounter from a searchable list.","cls":"Core","src":["C","G"],"herm":"BC118"},{"id":"3.1.5","n":"Procedure coding","d":"Assigns CPT and HCPCS codes for services performed at the visit.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"3.1.6","n":"Co-signature and supervision","d":"Routes notes by nurses, residents or students for review and co-signature.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"3.1.7","n":"Addenda and late entries","d":"Adds dated corrections or additions without altering the signed note.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"3.1.8","n":"Voice dictation and ambient documentation","d":"Captures notes by dictation or ambient AI listening with provider review before signing.","cls":"Emerging","src":["C","P"],"herm":"BC118"},{"id":"3.1.9","n":"Provider daily workspace","d":"Shows each provider their day’s schedule, waiting students and open charts in one workspace for documenting visits.","cls":"Expected","src":["G"],"herm":"BC118"}]},{"id":"3.2","n":"Maintain the health history","subs":[{"id":"3.2.1","n":"Problem list","d":"Maintains active and resolved problems for the student across visits.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"3.2.2","n":"Medication list","d":"Records current medications, including those prescribed elsewhere.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"3.2.3","n":"Allergy documentation","d":"Records allergies and reactions and alerts on conflicting orders.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"3.2.4","n":"Medical, family and social history","d":"Captures past medical, family, sexual and substance-use history in structured fields.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"3.2.5","n":"Clinical alerts and flags","d":"Shows staff important alerts such as allergies, care plans or safety notes on open.","cls":"Expected","src":["C"],"herm":"BC118"}]}]},{"n":"4","name":"Orders, Results and Prescribing","desc":"Places orders, receives results and prescribes medication.","caps":[{"id":"4.1","n":"Order labs and imaging","subs":[{"id":"4.1.1","n":"Lab order entry","d":"Orders in-house or reference lab tests with specimen and diagnosis details.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"4.1.2","n":"In-house lab and point-of-care testing","d":"Records specimens and results for tests performed in the clinic lab.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"4.1.3","n":"Reference lab interface","d":"Sends orders to and receives results from outside labs electronically.","cls":"Platform","src":["C","P"],"herm":"BC118"},{"id":"4.1.4","n":"Imaging orders and results","d":"Orders X-ray or imaging and attaches reports and images to the record.","cls":"Specialized","src":["C","G"],"herm":"BC118"},{"id":"4.1.5","n":"Referral orders","d":"Creates referrals to outside specialists with status tracking and returned notes.","cls":"Expected","src":["C","G"],"herm":"BC118"},{"id":"4.1.6","n":"Specimen tracking","d":"Records specimen collection, labeling, dispatch, and outstanding collection tasks.","cls":"Expected","src":["P"],"herm":"BC118"}]},{"id":"4.2","n":"Review and act on results","subs":[{"id":"4.2.1","n":"Result inbox and sign-off","d":"Routes results to the ordering provider for review and acknowledgement.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"4.2.2","n":"Abnormal result flagging","d":"Highlights out-of-range results and overdue unreviewed results.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"4.2.3","n":"Result release to student","d":"Releases selected results to the portal after provider review or a set delay.","cls":"Expected","src":["C","P"],"herm":"BC118"}]},{"id":"4.3","n":"Prescribe and dispense","subs":[{"id":"4.3.1","n":"Electronic prescribing","d":"Sends prescriptions to outside pharmacies electronically.","cls":"Expected","src":["C","P","G"],"herm":"BC118"},{"id":"4.3.2","n":"Controlled substance e-prescribing","d":"Prescribes controlled substances with two-factor signing that meets EPCS rules.","cls":"Specialized","src":["C","P"],"herm":"BC118"},{"id":"4.3.3","n":"Drug interaction and allergy checking","d":"Checks new prescriptions against the medication and allergy lists.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"4.3.4","n":"Prescription drug monitoring lookup","d":"Queries the state PDMP before prescribing controlled substances.","cls":"Specialized","src":["C"],"herm":"BC118"},{"id":"4.3.5","n":"Campus pharmacy dispensing","d":"Dispenses and labels medications from an on-site pharmacy with inventory.","cls":"Specialized","src":["C","G"],"herm":"BC118"},{"id":"4.3.6","n":"Medication and supply inventory","d":"Tracks clinic stock of medications, vaccines and supplies with lot and expiry.","cls":"Expected","src":["C","P","G"],"herm":"BC118"},{"id":"4.3.7","n":"Medication administration record","d":"Records medications administered on site with dose, route, time, and administering staff.","cls":"Expected","src":["P"],"herm":"BC118"}]}]},{"n":"5","name":"Sexual and Reproductive Health","desc":"Supports confidential sexual health services common at student health centers.","caps":[{"id":"5.1","n":"Deliver sexual health services","subs":[{"id":"5.1.1","n":"STI testing and results workflow","d":"Orders STI panels and manages confidential result notification and treatment.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"5.1.2","n":"Contraception management","d":"Records contraceptive methods, devices, refills and follow-up visits.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"5.1.3","n":"PrEP and HIV prevention follow-up","d":"Tracks PrEP prescriptions with required periodic labs and visits.","cls":"Specialized","src":["C","P"],"herm":"BC118"},{"id":"5.1.4","n":"Partner notification support","d":"Documents expedited partner therapy and partner notification steps.","cls":"Specialized","src":["C"],"herm":"BC118"},{"id":"5.1.5","n":"Reportable disease reporting","d":"Prepares and sends required communicable disease reports to public health.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"5.1.6","n":"Confidential billing suppression","d":"Prevents explanations of benefits or charges from disclosing sensitive services to a parent policyholder.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"5.1.7","n":"Sexual health assessment","d":"Documents relevant sexual history, symptoms, risk assessment, and testing or treatment consent.","cls":"Expected","src":["P"],"herm":"BC118"}]}]},{"n":"6","name":"Care Coordination and Public Health","desc":"Coordinates follow-up, outreach and campus health events.","caps":[{"id":"6.1","n":"Coordinate care","subs":[{"id":"6.1.1","n":"Care plans and follow-up tasks","d":"Assigns follow-up tasks to staff with due dates and tracking.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"6.1.2","n":"Internal clinical messaging","d":"Lets staff send secure messages about a patient within the system.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"6.1.3","n":"Outside records request and release","d":"Logs requests for records and releases them with an authorization trail.","cls":"Core","src":["C","P"],"herm":"BC145"},{"id":"6.1.4","n":"Disability services and conduct referral","d":"Sends a referral or documentation letter to disability services or conduct without sharing the full record.","cls":"Expected","src":["C","P","G"],"herm":"BC224"}]},{"id":"6.2","n":"Manage campus health events","subs":[{"id":"6.2.1","n":"Outbreak and contact tracing","d":"Tracks cases and exposed contacts during a campus outbreak.","cls":"Specialized","src":["C"],"herm":"BC180"},{"id":"6.2.2","n":"Mass vaccination clinic mode","d":"Runs high-volume flu or vaccine clinics with fast check-in and batch documentation.","cls":"Expected","src":["C","P"],"herm":"BC180"},{"id":"6.2.3","n":"Health promotion and outreach tracking","d":"Records wellness outreach events, attendance and topics.","cls":"Specialized","src":["C"],"herm":"BC240"}]}]},{"n":"7","name":"Immunization Records","desc":"Captures and verifies immunizations for every student.","caps":[{"id":"7.1","n":"Record immunizations","subs":[{"id":"7.1.1","n":"Immunization history records","d":"Stores vaccine, dose, date, lot and source for each immunization.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"7.1.2","n":"Clinic-administered vaccine documentation","d":"Records vaccines given in the clinic with lot, site, VIS and consent.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"7.1.3","n":"Student-uploaded immunization documents","d":"Lets students submit records and titers through the portal for staff verification.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"7.1.4","n":"Staff verification workflow","d":"Queues submitted documents for review, approval or rejection with a reason.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"7.1.5","n":"Titers and lab evidence of immunity","d":"Records titers and lab results that satisfy a requirement in place of doses.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"7.1.6","n":"TB screening and testing","d":"Tracks TB risk questionnaires, skin tests, blood tests and chest X-ray follow-up.","cls":"Expected","src":["C","P","G"],"herm":"BC118"},{"id":"7.1.7","n":"State immunization registry exchange","d":"Queries and reports to the state immunization information system.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"7.1.8","n":"AI-assisted immunization review","d":"Extracts vaccine evidence and proposes requirement matches while routing uncertain or exceptional cases to staff.","cls":"Emerging","src":["P"],"herm":"BC118"}]}]},{"n":"8","name":"Requirements and Compliance","desc":"Applies campus and state immunization rules and drives holds.","caps":[{"id":"8.1","n":"Define requirements","subs":[{"id":"8.1.1","n":"Requirement rules by population","d":"Defines required vaccines and doses by student type, program, residency or housing.","cls":"Core","src":["C","P","G"],"herm":"BC170"},{"id":"8.1.2","n":"Dose interval and series logic","d":"Validates minimum intervals and completed series against the rule.","cls":"Core","src":["C","P"],"herm":"BC170"},{"id":"8.1.3","n":"Exemptions and waivers","d":"Records medical, religious or other exemptions with documents and expiry.","cls":"Core","src":["C","P"],"herm":"BC170"},{"id":"8.1.4","n":"Program-specific clinical requirements","d":"Tracks extra requirements for health science students in clinical placements.","cls":"Specialized","src":["C"],"herm":"BC170"}]},{"id":"8.2","n":"Enforce compliance","subs":[{"id":"8.2.1","n":"Compliance status calculation","d":"Calculates compliant, pending or non-compliant status per student and requirement.","cls":"Core","src":["C","P","G"],"herm":"BC170"},{"id":"8.2.2","n":"SIS registration hold placement","d":"Places and releases registration holds in the SIS based on compliance status.","cls":"Core","src":["C","P","G"],"herm":"BC019"},{"id":"8.2.3","n":"Deficiency notices","d":"Emails students what is missing and the deadline before a hold is placed.","cls":"Expected","src":["C"],"herm":"BC170"},{"id":"8.2.4","n":"Compliance dashboards and lists","d":"Lists non-compliant students by term, population and requirement for follow-up.","cls":"Expected","src":["C","P"],"herm":"BC170"},{"id":"8.2.5","n":"Compliance status sharing","d":"Shares compliance status with housing, athletics or clinical programs without clinical detail.","cls":"Specialized","src":["C"],"herm":"BC170"}]}]},{"n":"9","name":"Counseling Intake and Scheduling","desc":"Brings students into counseling and assigns them to the right level of care.","caps":[{"id":"9.1","n":"Intake and assessment","subs":[{"id":"9.1.1","n":"Counseling appointment scheduling","d":"Books intake, individual, crisis and follow-up counseling appointments on counselor calendars.","cls":"Core","src":["C","G"],"herm":"BC118"},{"id":"9.1.2","n":"Initial consultation and triage","d":"Documents brief triage or screening calls that decide the level of care.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"9.1.3","n":"Standardized intake questionnaires","d":"Collects intake forms and measures such as PHQ-9, GAD-7 or CCAPS before the first session.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"9.1.4","n":"Informed consent and limits of confidentiality","d":"Captures the student's consent to treatment and acknowledgement of confidentiality limits.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"9.1.5","n":"Counselor assignment and caseload","d":"Assigns students to counselors and shows caseload size by counselor.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"9.1.6","n":"Session limits and stepped care","d":"Tracks session counts against short-term model limits and supports stepping care up or down.","cls":"Expected","src":["C","P"],"herm":"BC118"}]}]},{"n":"10","name":"Counseling Documentation","desc":"Records counseling sessions, risk and treatment in a separate counseling record.","caps":[{"id":"10.1","n":"Document sessions","subs":[{"id":"10.1.1","n":"Counseling progress notes","d":"Records session notes in DAP, SOAP or BIRP formats with counselor signature.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"10.1.2","n":"Treatment plans","d":"Records goals, interventions and review dates for each client.","cls":"Expected","src":["C","P","G"],"herm":"BC118"},{"id":"10.1.3","n":"Risk assessment documentation","d":"Documents suicide and violence risk assessments and safety plans.","cls":"Core","src":["C","P"],"herm":"BC118"},{"id":"10.1.4","n":"Outcome measure tracking","d":"Scores repeated measures over time and graphs progress by client.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"10.1.5","n":"Psychotherapy notes segregation","d":"Keeps psychotherapy process notes separate from the progress note with stricter access.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"10.1.6","n":"Clinical supervision and trainee notes","d":"Routes trainee notes to a supervisor for review and co-signature.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"10.1.7","n":"Closing summaries","d":"Records termination summaries with reason and disposition when a case closes.","cls":"Expected","src":["C","P"],"herm":"BC118"}]},{"id":"10.2","n":"Crisis and urgent response","subs":[{"id":"10.2.1","n":"Crisis and walk-in session documentation","d":"Records same-day crisis contacts and their dispositions.","cls":"Core","src":["C","P","G"],"herm":"BC118"},{"id":"10.2.2","n":"After-hours crisis line notes","d":"Receives after-hours crisis line contacts into the counseling record.","cls":"Specialized","src":["C","G"],"herm":"BC118"},{"id":"10.2.3","n":"Hospitalization and welfare check tracking","d":"Tracks hospital transports, welfare checks and return follow-up.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"10.2.4","n":"Behavioral intervention team referral","d":"Sends a minimum-necessary referral to the campus CARE or BIT team.","cls":"Expected","src":["C"],"herm":"BC180"},{"id":"10.2.5","n":"Safety planning","d":"Records individualized warning signs, coping strategies, support contacts, and crisis resources.","cls":"Expected","src":["P"],"herm":"BC118"}]}]},{"n":"11","name":"Referrals and Psychiatry","desc":"Connects students to off-campus care and campus psychiatric services.","caps":[{"id":"11.1","n":"Refer and coordinate","subs":[{"id":"11.1.1","n":"Community referral management","d":"Tracks referrals to outside therapists with status and follow-up contact.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"11.1.2","n":"Community provider directory","d":"Maintains outside providers by specialty, insurance and availability.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"11.1.3","n":"Campus psychiatry documentation","d":"Documents psychiatric evaluations and medication management in the counseling record.","cls":"Specialized","src":["C"],"herm":"BC118"},{"id":"11.1.4","n":"Release of information authorizations","d":"Records student authorizations to share counseling information and enforces their scope and expiry.","cls":"Core","src":["C","P"],"herm":"BC145"}]}]},{"n":"12","name":"Groups and Workshops","desc":"Runs counseling groups and psychoeducational workshops.","caps":[{"id":"12.1","n":"Run groups","subs":[{"id":"12.1.1","n":"Group definitions and rosters","d":"Defines groups with facilitators, schedules, capacity and membership.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"12.1.2","n":"Group screening and enrollment","d":"Screens and enrolls students into groups with a waitlist.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"12.1.3","n":"Group attendance tracking","d":"Records attendance for each group session.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"12.1.4","n":"Group session notes","d":"Writes a shared group note with an individual entry filed in each member's record.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"12.1.5","n":"Workshop and outreach sessions","d":"Records workshops and outreach programs with headcounts but no clinical record.","cls":"Specialized","src":["C","G"],"herm":"BC240"},{"id":"12.1.6","n":"Group program outcomes","d":"Summarizes participation, completion, and configured outcome measures for group programs.","cls":"Specialized","src":["P"],"herm":"BC118"}]}]},{"n":"13","name":"Charges and Student Account Billing","desc":"Captures charges and posts them to the student account.","caps":[{"id":"13.1","n":"Capture and post charges","subs":[{"id":"13.1.1","n":"Fee schedule","d":"Maintains prices for visits, procedures, labs, medications and supplies.","cls":"Core","src":["C","P","G"],"herm":"BC188"},{"id":"13.1.2","n":"Charge capture from encounters","d":"Generates charges from the coded encounter and dispensed items.","cls":"Expected","src":["C","P","G"],"herm":"BC188"},{"id":"13.1.3","n":"Student account charge posting","d":"Sends charges to the SIS or bursar for posting to the student account.","cls":"Expected","src":["C","P","G"],"herm":"BC246"},{"id":"13.1.4","n":"Point-of-service payments","d":"Takes card or cash payments at checkout and issues receipts.","cls":"Expected","src":["C","P"],"herm":"BC188"},{"id":"13.1.5","n":"Sensitive service charge masking","d":"Posts sensitive charges to the student account under a generic description.","cls":"Expected","src":["C"],"herm":"BC136"},{"id":"13.1.6","n":"Health fee coverage rules","d":"Applies the student health fee to waive or reduce visit charges by eligibility.","cls":"Expected","src":["C","P"],"herm":"BC188"}]}]},{"n":"14","name":"Insurance and Claims","desc":"Verifies coverage and bills insurers where the campus does so.","caps":[{"id":"14.1","n":"Manage insurance billing","subs":[{"id":"14.1.1","n":"Insurance policy capture","d":"Records student insurance plans, subscribers and card images.","cls":"Expected","src":["C","P","G"],"herm":"BC188"},{"id":"14.1.2","n":"Eligibility verification","d":"Checks insurance eligibility electronically before or at the visit.","cls":"Specialized","src":["C","P","G"],"herm":"BC188"},{"id":"14.1.3","n":"Electronic claims submission","d":"Creates and sends 837 claims through a clearinghouse.","cls":"Specialized","src":["C","P","G"],"herm":"BC188"},{"id":"14.1.4","n":"Remittance posting and denials","d":"Posts 835 remittances and works denied claims.","cls":"Specialized","src":["C","P"],"herm":"BC188"},{"id":"14.1.5","n":"Student health insurance plan waiver tracking","d":"Tracks waivers of the school-sponsored insurance plan and verifies comparable coverage.","cls":"Specialized","src":["C"],"herm":"BC246"},{"id":"14.1.6","n":"Superbill generation","d":"Produces itemized statements students can submit to their own insurer.","cls":"Expected","src":["C"],"herm":"BC188"}]}]},{"n":"15","name":"Student Health Portal","desc":"Provides a secure portal for students to manage their care.","caps":[{"id":"15.1","n":"Self-service","subs":[{"id":"15.1.1","n":"Single sign-on portal access","d":"Lets students sign in with campus credentials to a secure portal.","cls":"Core","src":["C","G"],"herm":"BC139"},{"id":"15.1.2","n":"Online forms and questionnaires","d":"Lets students complete health history, consent and intake forms online.","cls":"Expected","src":["C","P"],"herm":"BC217"},{"id":"15.1.3","n":"Secure messaging with the clinic","d":"Lets students and staff exchange secure messages instead of email.","cls":"Expected","src":["C","P","G"],"herm":"BC220"},{"id":"15.1.4","n":"Immunization status and upload","d":"Shows each requirement's status and lets students upload documents.","cls":"Core","src":["C","P","G"],"herm":"BC170"},{"id":"15.1.5","n":"Lab results and visit summaries","d":"Shows released results, visit summaries and care instructions.","cls":"Expected","src":["C","P"],"herm":"BC217"},{"id":"15.1.6","n":"Online bill view and payment","d":"Shows charges and lets students pay online.","cls":"Specialized","src":["C","P"],"herm":"BC188"},{"id":"15.1.7","n":"Prescription refill requests","d":"Lets students request refills for review by the clinic.","cls":"Expected","src":["C","P"],"herm":"BC217"},{"id":"15.1.8","n":"Mobile-responsive and app access","d":"Works on phones in a responsive site or native app.","cls":"Expected","src":["C"],"herm":"BC217"},{"id":"15.1.9","n":"Accessible portal design","d":"Meets WCAG 2.1 AA so students with disabilities can use the portal.","cls":"Platform","src":["C","P"],"herm":"BC217"},{"id":"15.1.10","n":"Self-guided mental health resources","d":"Links students to vetted digital mental health and wellness tools.","cls":"Emerging","src":["C"],"herm":"BC217"}]}]},{"n":"16","name":"Telehealth and Virtual Care","desc":"Delivers care remotely.","caps":[{"id":"16.1","n":"Virtual visits","subs":[{"id":"16.1.1","n":"Integrated video visits","d":"Runs secure video visits inside the platform without a separate account.","cls":"Expected","src":["C","P"],"herm":"BC118"},{"id":"16.1.2","n":"State licensure location check","d":"Records the student's location at the visit to confirm the clinician may treat across state lines.","cls":"Expected","src":["C"],"herm":"BC118"},{"id":"16.1.3","n":"Asynchronous e-visits","d":"Lets students submit a structured complaint for a provider to answer without a live visit.","cls":"Emerging","src":["C"],"herm":"BC118"},{"id":"16.1.4","n":"Remote monitoring and digital measures","d":"Collects symptom or mood check-ins between visits for clinician review.","cls":"Emerging","src":["C"],"herm":"BC118"}]}]},{"n":"17","name":"Operations Reporting","desc":"Reports on utilization, staffing and outcomes.","caps":[{"id":"17.1","n":"Report and analyze","subs":[{"id":"17.1.1","n":"Standard utilization reports","d":"Reports visits by type, provider, diagnosis and student population.","cls":"Core","src":["C","P"],"herm":"BC211"},{"id":"17.1.2","n":"Ad hoc report builder","d":"Lets staff build and save custom reports without IT help.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"17.1.3","n":"Operational dashboards","d":"Shows wait times, no-show rates, capacity and demand trends.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"17.1.4","n":"Counseling center standard data sets","d":"Exports de-identified data in formats used by national counseling center surveys.","cls":"Specialized","src":["C","P"],"herm":"BC211"},{"id":"17.1.5","n":"Productivity and caseload reports","d":"Reports appointments, notes and caseloads by clinician.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"17.1.6","n":"Clinical quality measures","d":"Tracks quality measures such as screening rates or note completion times.","cls":"Specialized","src":["C"],"herm":"BC211"},{"id":"17.1.7","n":"Predictive demand forecasting","d":"Forecasts appointment demand by week of term to plan staffing.","cls":"Emerging","src":["C"],"herm":"BC144"},{"id":"17.1.8","n":"Clinical follow-up monitoring","d":"Identifies overdue results review, open referrals, incomplete documentation, and unresolved care tasks.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"17.1.9","n":"Small-cell suppressed aggregate reporting","d":"Produces approved aggregate service statistics with small-cell suppression and no identifiable counseling disclosures.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"17.1.10","n":"Governed analytical exports","d":"Exports approved datasets with field-level controls, purpose restrictions, and documented authorization.","cls":"Platform","src":["P"],"herm":"BC136"}]}]},{"n":"18","name":"Clinic Administration","desc":"Manages staff, credentials and accreditation.","caps":[{"id":"18.1","n":"Administer the clinic","subs":[{"id":"18.1.1","n":"Staff credentialing tracking","d":"Tracks licenses, DEA numbers, certifications and expiry for clinical staff.","cls":"Expected","src":["C"],"herm":"BC178"},{"id":"18.1.2","n":"Accreditation readiness support","d":"Supports AAAHC or IACS standards with audit reports and policy attestations.","cls":"Specialized","src":["C"],"herm":"BC165"},{"id":"18.1.3","n":"Incident and patient safety reporting","d":"Records clinical incidents and near misses for review.","cls":"Expected","src":["C","G"],"herm":"BC234"},{"id":"18.1.4","n":"Patient satisfaction surveys","d":"Sends post-visit surveys and reports results by service.","cls":"Expected","src":["C"],"herm":"BC217"}]}]},{"n":"19","name":"SIS and Campus Integration","desc":"Exchanges data with the SIS and other campus systems.","caps":[{"id":"19.1","n":"Integrate with campus systems","subs":[{"id":"19.1.1","n":"SIS demographic and enrollment feed","d":"Imports student identity, enrollment, term and residency from the SIS as the system of record.","cls":"Platform","src":["C","P","G"],"herm":"BC143"},{"id":"19.1.2","n":"SIS hold write-back","d":"Writes immunization and other holds back to the SIS through an API or file.","cls":"Platform","src":["C","P","G"],"herm":"BC019"},{"id":"19.1.3","n":"Student account charge export","d":"Sends charge files or API posts to the bursar or ERP.","cls":"Platform","src":["C","P","G"],"herm":"BC246"},{"id":"19.1.4","n":"Campus SSO and identity integration","d":"Authenticates students and staff through SAML or OIDC campus identity.","cls":"Platform","src":["C","P","G"],"herm":"BC139"},{"id":"19.1.5","n":"HL7 and FHIR interfaces","d":"Exchanges orders, results and records using HL7 v2 and FHIR standards.","cls":"Platform","src":["C","P"],"herm":"BC203"},{"id":"19.1.6","n":"Open API and webhooks","d":"Provides documented APIs and events for other campus systems.","cls":"Platform","src":["C"],"herm":"BC203"},{"id":"19.1.7","n":"Health information exchange connection","d":"Exchanges records with regional HIEs or national networks.","cls":"Platform","src":["C"],"herm":"BC203"},{"id":"19.1.8","n":"Identity matching and reconciliation","d":"Matches incoming students to existing records and routes duplicates or conflicting identifiers for controlled resolution.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"19.1.9","n":"Interface monitoring and recovery","d":"Logs interface transactions and supports error alerts, reconciliation, and controlled replay.","cls":"Platform","src":["P"],"herm":"BC203"}]}]},{"n":"20","name":"Privacy and Record Separation","desc":"Keeps counseling and medical records apart and enforces privacy law.","caps":[{"id":"20.1","n":"Separate and protect records","subs":[{"id":"20.1.1","n":"Separate medical and counseling records","d":"Stores counseling records apart from the medical record with independent access.","cls":"Platform","src":["C","P","G"],"herm":"BC136"},{"id":"20.1.2","n":"Department-based access segregation","d":"Prevents medical staff from opening counseling records and the reverse unless authorized.","cls":"Platform","src":["C","P"],"herm":"BC136"},{"id":"20.1.3","n":"Minimum-necessary cross-department view","d":"Shows only appointment existence or flagged alerts across departments when permitted.","cls":"Platform","src":["C"],"herm":"BC136"},{"id":"20.1.4","n":"Break-the-glass emergency access","d":"Allows logged emergency access to restricted records with a stated reason and review.","cls":"Platform","src":["C","P"],"herm":"BC136"},{"id":"20.1.5","n":"HIPAA and FERPA handling configuration","d":"Configures which records follow HIPAA, FERPA treatment-record or 42 CFR Part 2 rules.","cls":"Platform","src":["C","G"],"herm":"BC136"},{"id":"20.1.6","n":"Sensitive record and VIP restriction","d":"Restricts access to records of student employees, athletes or other flagged students.","cls":"Platform","src":["C"],"herm":"BC136"},{"id":"20.1.7","n":"Consent and disclosure accounting","d":"Logs every disclosure of protected information with its authorization.","cls":"Platform","src":["C","P"],"herm":"BC145"}]}]},{"n":"21","name":"Security and Access Administration","desc":"Controls who can do what and records it.","caps":[{"id":"21.1","n":"Secure the system","subs":[{"id":"21.1.1","n":"Role-based permissions","d":"Assigns staff permissions by role, department and function.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"21.1.2","n":"Multi-factor authentication","d":"Requires MFA for staff sign-in.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"21.1.3","n":"Comprehensive audit trail","d":"Logs every view, change and print of a record by user and time.","cls":"Platform","src":["C","P","G"],"herm":"BC138"},{"id":"21.1.4","n":"Access audit reports","d":"Reports who accessed a given student's records for privacy review.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"21.1.5","n":"Encryption in transit and at rest","d":"Encrypts data in transit and stored data, including backups.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"21.1.6","n":"Session timeout and device controls","d":"Locks idle sessions and restricts access by device or network.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"21.1.7","n":"Security attestations","d":"Provides SOC 2 Type II, HECVAT and a signed business associate agreement.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"21.1.8","n":"Access provisioning and removal","d":"Creates, reviews, changes, and revokes access as employment, affiliation, or duties change.","cls":"Platform","src":["P"],"herm":"BC139"},{"id":"21.1.9","n":"Security monitoring and incident support","d":"Provides security logs, incident investigation support, and defined campus notification procedures.","cls":"Platform","src":["P"],"herm":"BC138"}]}]},{"n":"22","name":"Configuration, Operations and Data Exit","desc":"Lets the campus configure, run and leave the system.","caps":[{"id":"22.1","n":"Configure and operate","subs":[{"id":"22.1.1","n":"Form and template builder","d":"Lets administrators build forms, note templates and questionnaires without code.","cls":"Platform","src":["C","P","G"],"herm":"BC203"},{"id":"22.1.2","n":"Configurable workflows and rules","d":"Lets administrators set routing, alerts and requirement rules without vendor changes.","cls":"Platform","src":["C","P","G"],"herm":"BC203"},{"id":"22.1.3","n":"Hosting options","d":"Offers vendor-hosted cloud or campus-hosted deployment.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"22.1.4","n":"Availability and disaster recovery","d":"Commits to uptime, backups and tested recovery objectives.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"22.1.5","n":"Certified health IT standards","d":"Meets ONC certification criteria where the campus needs them.","cls":"Platform","src":["C"],"herm":"BC203"},{"id":"22.1.6","n":"Records retention and purge","d":"Applies retention schedules by record type and purges or archives at end of life.","cls":"Platform","src":["C","P"],"herm":"BC145"},{"id":"22.1.7","n":"Full data export on exit","d":"Exports all medical and counseling records, documents and audit logs in open formats at contract end.","cls":"Platform","src":["C","P","G"],"herm":"BC143"},{"id":"22.1.8","n":"Configuration testing and promotion","d":"Tests configuration changes in a nonproduction environment before controlled production deployment.","cls":"Platform","src":["P"],"herm":"BC203"},{"id":"22.1.9","n":"Downtime and recovery workflows","d":"Supports documented service downtime procedures and reconciliation of care recorded during outages.","cls":"Platform","src":["P"],"herm":"BC161"},{"id":"22.1.10","n":"Historical record migration","d":"Imports legacy records with identity validation, provenance, and preserved medical-counseling separation.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"22.1.11","n":"Termination and deletion verification","d":"Supports transition access, contractual data return, and verified deletion after authorized retention obligations end.","cls":"Platform","src":["P"],"herm":"BC145"},{"id":"22.1.12","n":"AI activation and data-use controls","d":"Controls AI use by service, records applicable consent, and restricts data retention, secondary use, and model training.","cls":"Platform","src":["P"],"herm":"BC136"},{"id":"22.1.13","n":"AI provenance and review logging","d":"Identifies AI-generated content and records human review, corrections, and final approval.","cls":"Platform","src":["P"],"herm":"BC136"}]}]}]}