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Immunizations: Complete List - Defer

Version 14.19

Overview

When a vaccine has been deferred it will display in the patient's chart on the Complete tab of Immunizations. The vaccine status will display as deferred and include the selection made on the Refuse/Defer form for the details or reason for the deferral. 

WarningSelecting to defer a vaccine will continue the vaccines forecast.

If the vaccine was not deferred during the charting process it may be corrected from the Complete List tab in the Immunizations window. Below are instructions on how to correct the patient record and vaccine inventory, if necessary.

  1. From the patient chart, click Immunizations.
  2. Select the Complete List tab.
  3. Click the Refuse/Defer button
  4. The Refuse/Defer Vaccine window displays.


  1. Complete the below fields.
  • Type: Select the Deferral radio button.
  • Defer until: The date will default 2 weeks from the current date. If you wish to change the date, click into the field and enter a date or click the drop-down arrow and select from the calendar.
  • Reason: Select a radio button to indicate the reason for refusal.
  • Details: Click the drop-down arrow and select from the list.
  • Vaccine: Click the drop-down arrow and select the vaccine that is deferred.
  • 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.

Three task will be created for the deferral.  

  • Schedule a follow up visit for the vaccine using the Defer until date.
  • (optional) A task will be created to complete the consent for deferral. The task will be created if the Create consent task for refusal/deferral checkbox was selected.
  • A task to administer the deferred vaccine on the deferral date.

Correct Vaccine Inventory

The below steps are optional and only to be used If the vaccine had already been drawn to administer. If the vaccine was not deducted from inventory begin at step 4.

  1. From the Complete List tab, highlight the vaccine that was deferred.
  2. Note the Lot Number of the vaccine.
  3. Click the Delete button. This will return the dose to the Lot Number inventory.


  1. Navigate to your vaccine inventory: Practice Management tab > Manage vaccine inventory.
  2. Locate the vaccine lot number that contains a wasted dose.
  3. Click the Ellipses button to edit the lot.
  4. The Vaccine Inventory Item Detail window appears. Change the number in the Doses Used field to account for the wasted amount that occurred. 
  5. Enter pertinent information in the Notes field to document the wasted doses per your office protocol.
  6. Click the Save button.

Edit Vaccine Defer Date

  1. From the patient chart, click Immunizations.
  2. Select the Complete List tab.
  3. Highlight the vaccine that was deferred, click the Edit button.
  4. In the Defer until field, click the drop-down or enter the new defer date.
  5. Click the Save button.
  6. Edit the task for administering the vaccine to the new defer date.
  1. Click Tasks from the Patient Chart.
  2. Highlight the task, click the drop-down arrow in due date and select from the calendar.