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.
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.