How to review and input immunizations

    in Immunization TrackerReview Portal Tags: Step-by-Step Checklist for Summer

    Segregating all immunization requirements into a specialized review portal allows for an efficient review process. A split screen allows you to review and input the necessary information all at the same time. You can even set next dose dates so that the system will automatically remind parents when an upcoming immunization will be due.

    • Step-by-Step Instructions
    Go to Front Desk.

    Option 1: From the Immunizations Section
    Click on the icon for Immunizations.

    Under the heading, Search by Compliance, select Pending Approval and click Search.

    Click on Immunizations Need Review in the yellow box.

    Click on the title of the form at the top of the left portion of your screen. The image of the document will then appear in the right portion of your screen. Enter the dates for each immunization as it appears on the imaged document.

    Next Dose Date will trigger an automated email reminder to the parent with the instructions that you entered in the Next Dose Details.

    To access the field Next Dose Date, you need to select Next Dose Required in the top right of each immunization. Or you can select Next Dose Date from the drop down next to Set All Statuses.

    For any immunization that is Not Compliant, a box will at the bottom of the left portion of the screen for Send rejected email. Enter instructions for the parent to read in the Rejected Email Body.

    When you are finished click Save to save your data or Next to save and move to the next student. Selecting Skip will not save any data and will move onto the next student, this form will remain in the review portal to come back to.

    Option 2: From the Student Health Tracker

    Click on Student Health Tracker

    Search by all pending requirements or search by requirement Immunization Form.

    Click search and select Immunizations to enter the review portal.

    Click on the title of the form at the top of the left portion of your screen. The image of the document will then appear in the right portion of your screen. Enter the dates for each immunization as it appears on the imaged document.

    Next Dose Date will trigger an automated email reminder to the parent with the instructions that you entered in the Next Dose Details.

    To access the field Next Dose Date, you need to select Next Dose Required in the top right of each immunization. Or you can select Next Dose Date from the drop down next to Set All Statuses.

    For any immunization that is Not Compliant, a box is at the bottom of the left portion of the screen for Send rejected email. Enter instructions for the parent to read in the Rejected Email Body.

    When you are finished click Save to save your data or Next to save and move to the next student. Selecting Skip will not save any data and will move onto the next student, this form will remain in the review portal to come back to.

    • Tips and Tricks
    How to use the set all status
    You will have the option to Set All Statuses. For example, if this student is complete with all immunizations and will not require any future doses, you can select Series Complete and click Set All Statuses.
    How to set titers, waivers, medical exemptions, religious exemption, optional - not required and disease dates
    Additionally, you can set the status of an immunization to Titer, Waiver, Medical Exemption, Religious Exemption, Optional – not required or Disease Date if applicable.
    • User Permissions Required For This Guide
    Immunizations

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