When attempting to chart through CIR, the user may come across a situation where the client was previously deferred. If the deferral reason no longer applies, then the active deferral must be ended before charting can be completed.
Please note that deferrals are agent-specific.
1. If the client has an active deferral for the selected agent, the system will prompt you with an orange banner. Cancel out of the window.
2. Scroll down to the Deferrals section (Related tab) and identify the Active Deferral(s) that correspond to the agent. Click the deferral record (D-######) and review the information.
Active Deferrals fall under 2 categories:
- "Effective To" date is blank OR
- "Effective To" date is in the future
3. When appropriate, END the deferral.
In the Effective To box, select today's date, or an appropriate date in the past.
4. In the Comment box, make a note of your revision and click Save.
(e.g. the deferral reason is no longer relevant, client consulted with their doctor, etc).
Do not delete the previously authored comments.
5. Return to the top of the Related tab and click Create Immunization Record.