If an immunizer is unsure if a previous record was submitted correctly, they can review their clients in one of three ways:
Method 1: Client List
1. From the Navigation bar, select Client List.
2. Scroll through My List or utilize the search bar to locate the client. If the client appears on the list and is in After Care or Complete pathway status, then the vaccination data has been saved. If they are in Vaccine Administration, their immunization data was not saved.
3. Optional: Click View to complete immunization details.
Method 2: Today's Appointments
If the client does not appear on My List, go to Today's Appointments to see all clients with appointments at the current location and date. The search bar can be used to locate the client. If they are in Vaccine Administration, their immunization data was not saved. Click View to (re)open the immunization record and enter the missing details.
Method 3: Person Account
If client cannot be found in the lists above, the user can navigate to the client's Person Account.
1. Type the client's PHN or full name in the global search bar
2. After locating the client's profile, navigate to the Related tab and look for the immunization record for the corresponding date. Review the pathway status. Records in After Care or Complete status have been successfully submitted.
3. Optional: Immunizers may click Go to In-Clinic Experience to review the details of their submission and make any necessary changes.
Related
If any details were entered incorrectly, please refer to the Data Remediation Help File.