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Order Worksheet: Immunization Tab (Well Visit)

Version 14.19

Version 14.19.6  |  Version 14.19.5

Version 14.19.6

Add a Vaccine

  1. From within a visit, click Plan/Orders.
  2. Click the Imm tab. Immunizations associated to the template are displayed in the Immunization Picklist section. 

  1. Click the Radio Button in the Tdy column, to select a Vaccine
  2. If the Vaccine is not listed, follow these steps:
  1. Click the Blank Line above the Vaccine list.
  2.  Enter the Vaccine Name or click the Drop-Down Menu
  3. Select the Vaccine from the list. Confirm you are selecting a vaccine that has Active inventory.

  1. Click the Save button .
  1. Click the Create button.
  2. From the Confirm window, click the OK button to create the immunizations task.
Note: If a selected vaccine is not due, the following warning message will be displayed:

Defer a Vaccine

When a Vaccine is deferred it indicates that the parent chose not to have the child receive the Vaccine at this time. When a Vaccine is deferred, the vaccine will continue to forecast as due or past due. This option should be chosen when a parent is unsure they wish to vaccinate the child or if the practice wishes to continue to forecast the vaccine to discuss with the parent/child at a later time.

  1. From within a visit, click Plan/Orders.
  2. Click the Imm tab. Immunizations associated to the template are displayed in the Immunization Picklist section.
  3. Click the Def radio button to defer a Vaccine.

  1. Click the Create button. The Refuse/Defer Vaccine window is displayed.
Note: Click the Do Now button to display the Refuse/Defer Vaccine window.

  1. Complete the following fields:
  • Defer until: The date defaults 2 weeks from the current date. If you wish to change the date, click the Field and enter a date or click the Drop-Down Menu and select from the Calendar.
  • Reason: Select a Radio Button to indicate the reason for deferring the Vaccine.
  • Details: Click the Drop-Down Menu and select from the list.
  • Vaccine: Populates with the Vaccine selected in the Plan/Orders window.
  • Comments: Enter 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 policy.
  1. Click the Save button. The Confirmation window is displayed to create the immunization tasks
  2. Click the OK button. The Tasks below are created when a Vaccine is deferred and the checkbox is selected to create a consent Task for the deferral.

Refuse a Vaccine

To document a Vaccine refusal when charting:

Warning: Selecting a Vaccine refusal will discontinue the vaccines forecast. If you want the vaccine to continue to forecast select Defer.
  1. From within a Visit, click Plan/Orders.
  2. Click the Imm tab. Immunizations associated with the Template are displayed in the Immunization Picklist section
  3. Click the Ref radio button, to refuse a Vaccine.
  4. Click the Create button. The Refuse/Defer Vaccine window is displayed.
Note: Click the Do Now button to display the Refuse/Defer Vaccine window.

  1. Complete the fields below:
  • Reason: Select a Radio Button to indicate the Reason for refusing the Vaccine.
  • Details: Click the Drop-Down Menu and select an option from the list.
  • Vaccine: Populates with the Vaccine selected in the Plan/Orders window.
  • Comments: Enter additional Comments, if necessary.
  • Create consent task for refusal/deferral: Select the Checkbox to create a Task for a Refusal Consent Form, if this is your practice policy.
  1. Click the Save button. A Confirmation window is displayed to create the Immunization Tasks.
  2. Click the OK button. The Task below is created to complete the vaccine refusal consent form if the checkbox was selected on the Refuse/Defer Vaccine window.

Version 14.19.5

To add an immunization to the Order Worksheet:

  1. From the Assess/Plan, click the Imm tab. Immunizations associated to the template are displayed in the Immunization Picklist section.
  1. Click the Click here to add another vaccine to the order fieldThe Entry window is displayed to enter input.
  2. Click the Drop-Down Menu in the Vaccine Name field or enter the Vaccine Name.
  3. Click a Vaccine to select it.
Note: If a selected Vaccine is not due, the following warning message is displayed.
  1. Add Special Instructions (optional), and the Department to administer the Vaccine
  2. Select from the following list:
  • Tdy - Vaccine to be administered today.
  • Def - Defers the vaccine until the date listed in the Defer until field.
  • Ref - Refusal to administer the vaccine.
  • N/A - Vaccine is not applicable for this visit.
  1. Click the Save  button, located at the bottom of the window. This adds the selected Vaccine to the Vaccine List
  2. Click the Save and Assign Tasks icon to create the vaccine order. 
Version 14.10

To add an immunization to the Order Worksheet:

  1. From the Assess/Plan, Click the Imm tab. Immunizations associated with the Template will display in the Immunization Picklist section.
  1. Click the Click here to add another vaccine to the order fieldThe Entry window is displayed to enter input.
  2. Click the Drop-Down Menu in the Vaccine Name field or enter the Vaccine Name
  3. Click a Vaccine to select it.
Note: If a selected Vaccine is not due, the following warning message is displayed.
  1. Add Special Instructions (optional) and a Department to administer the Vaccine
  2. Select from the following list:
  • Tdy - Vaccine to be administered today.
  • Def - Defers the vaccine until the date listed in the Defer until field.
  • Ref - Refusal to administer the vaccine.
  • N/A - Vaccine is not applicable for this visit.
  1. Click the Save  button, located at the bottom of the window. This adds the selected Vaccine to the Vaccine List. 
  2. Click the Save and Assign Tasks icon to create the vaccine order.