Version 20.17

About

Vaccine Deferrals can be documented either individually or for multiple vaccines.

Individual Vaccine Deferral

Follow the below steps to document an individual vaccine deferral when charting:

1. Access the patient's chart from the Clinical, Practice Management, or Billing tab.
2. Create or open a Well Visit and click Plan/Orders or an Encounter Note and click Orders.
3. Click the Imm tab.
4. Select the radio button in the Def column for the vaccine that will be deferred.
5. Click the Create button. The Refuse/Defer Vaccine window is displayed with Deferral selected by default.

1. Complete the following fields:

• Defer until: The default date will be 2 weeks from the date created. To change the date, click the Defer until drop-down and select from the calendar.

• Reason: Select a radio button to indicate the reason for deferral.
• Details: Click the drop-down arrow and select from the list.
• Contraindication: This field is available when the Reason selected is Medical Reason and the Details selection is not Immunity or Out of Stock. Click the drop-down arrow and select from the list.
• Vaccine: Populates with the selected vaccine chosen in the Plan/Orders window.
• Date: (Optional) Defaults to the current date. Click the drop-down or type a date if the deferral should reflect a different date.
• Time: (Optional) Defaults to the current time. Click the up/down arrow to select a different time if the deferral should reflect a different time.
• Comments: Type additional comments, if necessary.
• Create consent task for refusal/deferral: Select the checkbox to create a task for a deferral consent form, if this is your Practice's policy.

1. Click Save.
2. Click OK in the confirmation window to create the immunization task.

Multiple Vaccine Deferrals

Follow the steps below to document multiple vaccine deferrals when charting:

1. Access the patient's chart from the Clinical, Practice Management, or Billing tab.
2. Create or open a Well Visit and click Plan/Orders or an Encounter Note and click Orders.
3. Click the Imm tab.
4. Select the radio button in the Def column for each vaccine to defer.
5. Click the Create button. The Refuse/Defer Vaccine window displays the first deferred vaccine.

1. Complete the below fields.

• Defer until: The default date will be 2 weeks from the date created. To change, click the drop-down and select from the calendar.

• Reason: Select a radio button to indicate the reason for deferral.
• Details: Click the drop-down arrow and select from the list.
• Contraindication: This field is available when the Reason selected is Medical Reason and the Details selection is not Immunity or Out of Stock. Click the drop-down arrow and select from the list.
• Vaccine: Populates with the first selected vaccine chosen in the Plan/Orders window.
• Date: (Optional) Defaults to the current date. Click the drop-down or type a date if the deferral should reflect a different date.
• Time: (Optional) Defaults to the current time. Click the up/down arrow to select a different time if the deferral should reflect a different time.
• Comments: Type additional comments, if necessary.
• Create consent task for refusal/deferral: Select the checkbox to create a task for a deferral consent form, if this is your Practice's policy. 

1. Click Save. The Refuse/Defer Vaccine window displays the next deferred vaccine. 
2. Complete the fields as described above and repeat until all deferred vaccines have been saved.
3. Click the All button in the Warning prompt.

1. Click OK in the confirmation window to create the immunization task.

Version 20.16

Individual Vaccine Deferral

Follow these steps to document an individual vaccine deferral when charting:

1. Access the patient's chart from the Clinical, Practice Management, or Billing tab.
2. Create or open a Well Visit and select Plan/Orders or an Encounter note and select Orders
3. Click the Imm tab.
4. Select the radio button in the Def column for the vaccine to defer.
5. Click the Create button.

1. The Refuse/Defer Vaccine window displays. 
2. Complete the below fields.

• Defer until: The default date will be 2 weeks from the date created. To change, click into the field and enter the date to defer until or click the drop-down arrow and select from the calendar. 

• Reason: Select a radio button to indicate the reason for deferral.
• Details: Click the drop-down arrow and select from the list.
• Vaccine: Will populate with the selected vaccine chosen in the Plan/Orders window.
• Date: (Optional) Defaults to the current date. Click the drop-down or type a date if the deferral should reflect a different date.
• Time: (Optional) Defaults to the current time. Click the up/down arrow to select a different time if the deferral should reflect a different time.
• Comments: Type additional comments, if necessary.
• Create consent task for refusal/deferral: Click the checkbox to create a task for a deferral consent form, if this is your practice policy.

1. Click Save.
2. A confirmation window displays to create the immunization tasks, click OK.

Multiple Vaccine Deferrals

Follow these steps to document multiple vaccine deferrals when charting:

1. Access the patient's chart from the Clinical, Practice Management, or Billing tab.
2. Create or open a Well Visit and select Plan/Orders or an Encounter note and select Orders.
3. Click the Imm tab.
4. Select the radio button in the Def column for each vaccine to defer.
5. Click the Create button.

1. The Refuse/Defer Vaccine window displays the first deferred vaccine. 
2. Complete the below fields.

• Defer until: The default date will be 2 weeks from the date created. To change, click into the field and enter the date to defer until or click the drop-down arrow and select from the calendar.

• Reason: Select a radio button to indicate the reason for deferral.
• Details: Click the drop-down arrow and select from the list.
• Vaccine: Will populate with the first selected vaccine chosen in the Plan/Orders window.
• Date: (Optional) Defaults to the current date. Click the drop-down or type a date if the deferral should reflect a different date.
• Time: (Optional) Defaults to the current time. Click the up/down arrow to select a different time if the deferral should reflect a different time.
• Comments: Type additional comments, if necessary.
• Create consent task for refusal/deferral: Click the checkbox to create a task for a deferral consent form, if this is your practice policy. 

1. Click Save.
2. The Refuse/Defer Vaccine window displays for the next deferred vaccine. 
3. Complete the fields as described above and repeat until all deferred vaccines have been saved.
4. Warning prompt displays, click the All button.

1. A confirmation window displays to create the immunization tasks, click OK.