Simplify state audits with SMR [Client Success Story]

Magnus Health
July 1, 2015
Blog, Student Health
0 Minute Read

Simplify state audits with SMR [Client Success Story]

Client Profile trinity-logo
  • School: Trinity School
  • Location: Atlanta, GA
  • Type: Age 3 – Grade 6 Private Coed Day
  • Size: 640 students
  • Website:

As is required for any school in Georgia, Trinity School routinely undergoes Public Health audits of their student immunization records. To accommodate the auditor, Nurse Debbie Bright used to make paper copies of the immunization records, divide them by grade level, and place them in a ring binder. That binder would then be given to the assessor to review page by page.

But, with Magnus SMR in place, Trinity School has been able to significantly simplify the state auditing process. Document organization has been key. When an audit is carried out now, Bright merely uses permission settings to share only the specific documents that need to be reviewed. “I no longer maintain a ring-binder with paper immunization records. Now, I simply give the assessor limited access to the grade-level and immunization records and she uses a laptop to review the documents online. There is rarely a need to print out a few forms for the assessor of the Pre-K program, but so far no more than three pages,” Bright explained.

For other schools and nurses using SMR to prepare for an audit, Bright’s advice is simple, “Relax. You have it organized. You know you have it.”


Trinity School also saw improvements in the areas of parent communication, accessing information via the Magnus Mobile app, and easily updating student data so that it remains current. Read the full Trinity School case study to learn how they benefit from Magnus.

Read our other case studies and learn how Magnus fits your needs!