Version 14.19

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Well Visit: Immunizations

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Well Visits > New or Open Note button > Immunizations

The Immunizations window displays the patient's immunization record. Here you can print the immunization grid or the complete list of immunizations from a patient’s chart. Historical vaccines can also be entered in the Immunization window. This section of the Well Visit Note is chart-driven, meaning that the information populated here is pulled from and pushed back to the same section in the Patient Chart.

Well Visit: Immunizations Tab Map

Number	Section	Description
1	Immunizations button	The Immunizations button accesses the Immunizations window in the patient's Well Visit Note.
2	Well Visit Function buttons	The Function buttons delete an entire Well Visit Note, edit a Well Visit Note, or save a Well Visit Note.
3	Flag as Incomplete checkbox	The Flag as Incomplete checkbox marks the Well Visit Note as unfinished.
4	Print button	The Print button prints the vaccine reports.
5	Refresh button	The Refresh button refreshes the immunizations page.
6	Quick Entry button	The Quick Entry button is used to enter vaccine documentation when it is necessary to update a vaccine administered outside the office or prior to the vaccine inventory being used to document vaccines given by the Practice.
7	Sync Registry button	The Sync Registry button syncs immunization records with the immunization registry.
8	Consent Form button	The Consent Form button reviews/signs immunization consent documents.
9	Administer Vaccines button	The Administer Vaccines button accesses vaccine administration and controls immunization order management.
10	Immunizations tabs	The Forecast tab displays the grid view of immunizations that the patient should be given. Registry consents and plan histories can be accessed from this tab. The Complete List tab displays the complete list of immunizations given to the patient. This tab provides a detailed grid for each vaccination. The Status Indicators tab assigns a status indicator to a vaccine group for the patient. The status indicators can be assigned to each vaccine group by specifying why it should be processed by alternate forecasting rules. The Notes tab provides a space to apply notes (allergies and past adverse reactions will populate here) you can use the Confidential box to add additional information on the vaccination, such as refusals, concerns, etc. The Forecast Key tab provides a detailed explanation for the codes used in the Forecast tab.

Version 14.10

About Preventive Exam: Immunizations Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note > Immunizations tab
Path: Smart Toolbar > Schedule Button > Well Visit tab > Edit button > Immunizations tab

The Preventive Exam window charts a patient well-visit exam. The Preventive Exam window helps to code and complete a preventive encounter visit. The preventive exam note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note. The note is added to the patient chart.

The immunizations tab accesses the patient’s immunization chart.

Preventive Exam: Immunizations Tab Map

Number	Section	Description
1	Well Visit Note Editor tab	The Well Visit Note Editor documents the patient preventive exam. The Well Visit Note Editor contains the following tabs: Visit Info Interval Hx Problem List Allergy/Rxn Med Review Immunizations History Risk Assess Surveys Vital Signs Development Detailed Exam School Exam Graphic AG/Counseling Diag Tests Assess/Plan Coding Summary
2	Care Plans tab	The Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.
3	Visit Date	The Visit date field indicates the date that the patient preventive exam occurred.
4	Prior Well Visits tab	The Prior Well Visits tab lists the previous preventive exam notes.
5	Templates tab	The Templates tab lists the templates that are created, edited, and reviewed in the Well Visit Template Editor. Templates are pre-written scenarios you can use in a well visit to document common pediatric diagnoses. Templates include detailed descriptions for the usual pertinent positive and negative findings of a wide variety of illnesses, with a standard assessment, plan and ICD-10 coding. Included with your installation of Office Practicum are Pediatric specific templates.
6	Print button	The Print button prints the vaccine reports.
7	Refresh button	The Refresh button refreshes the immunizations page.
8	Quick Entry button	The Quick Entry button provides vaccine documentation when it is necessary to update a vaccine administered outside the office or prior to the vaccine inventory being used to document vaccines given by the practice.
9	Function buttons	The Function buttons delete an entire well visit note, edit a well visit note, or save an well visit note.
10	Sync Registry button	The Sync Registry button syncs immunization records with the immunization registry.
11	Flag as Incomplete checkbox	The Flag as Incomplete checkbox will mark a well visit as unfinished.
12	Consent Form button	The Consent Form button reviews/signs immunization consent documents.
13	Enter Immunization button	The Enter immunization button accesses vaccine administration and controls immunization order management.
14	Immunizations tabs	The Forecast tab displays the grid view of immunizations that the patient should be given. Registry consents and plan histories can be accessed from this tab. The Complete List tab displays the complete list of immunizations given to the patient. This tab provides a detailed grid for each vaccination. The Status Indicators tab assigns a status indicator to a vaccine group for the patient. The status indicators can be assigned to each vaccine group by specifying why it should be processed by alternate forecasting rules. The Notes tab provides a space to apply notes (allergies and past adverse reactions will populate here) you can use the Confidential box to add additional information on the vaccination, such as refusals, concerns, etc. The Forecast Key tab provides a detailed explanation for the codes used in the Forecast tab.

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