Demographic Analysis and Recall: Run a Vaccine Status Recall Report

Version 14.19
Path: Practice Management tab > Demographic/Analysis Recall > Vaccine Status Recall tab

About

Prior to running the Vaccine Status Recall Report, you will first need to create a Patient Demographics List. The Vaccine Status Recall Report is used to display a list of patients who are due today, behind, or due in the future for a specific vaccine or all vaccines. A detailed video demonstrating this workflow can be found below.

NoteThis report may take longer to run than the others in the Demographic Analysis/Recall as it analyzes the vaccine records of all patients included in the selected Vaccine Group.

Summary of Steps

Follow the steps below to run a Vaccine Status Recall Report after building your Patient Demographics List:

  1. Navigate to the Vaccine Status Recall tab of the Demographic Analysis/Recall Report by following the path above.
  2. Make a selection from the Forecast Status options.
  3. Select the Vaccine Group from the vaccine group drop-down or select All.
  4. (Optional) Enter the Recall Date.
  5. Click the Search button.
  6. (Optional) Add or remove columns from the grid using the Show/Hide Visible columns button. 
  7. (Optional) Sort, filter, or group the data.
  8. Take action using the Print Letters, Send Messages, or Export buttons.

Detailed Video

  Tip: To enlarge the video, double-click it, or click the Fullscreen button. When you're done viewing, press Esc to exit fullscreen mode.

Version 14.10

Prior to running the Vaccine Status Recall Report, you will first need to run the Patient Demographics Report. The Vaccine Status Recall Report will display a list of patients who are due today, behind, or due in the future for a specific vaccine or all vaccines.

Vaccine Status Recall

Note: This report may take longer to run than the others in the Demographic Analysis and Recall as it analyzes the vaccine records of all patients included in the selected Vaccine Group.  

To run a Vaccine Status Recall, enter the following criteria before clicking the Search button:

  • Select the appropriate Forecast status radio button as appropriate to the data you wish to see: Any status, Behind, Behind or Due, Due Now / Future.
  • Select the appropriate Vaccine group from the dropdown or select ALL to report on all vaccine groups.
  • Recall date: select a date for which the recall is due.