Enter Historical Immunizations Screen

 Purpose

The Enter Historical Immunizations screen allows the user to enter historical immunizations. Historical immunizations are those that were not administered recently by the provider organization. Historical immunizations are records that were reported by the parent or client and come from a birth record, school record, or other medical record.

 Information Provided

The Enter Historical Immunizations screen continues to display similar information as the client's immunization history screen. The difference is that this screen includes a section to enter historical immunizations, and has an option to add details for the entries.

Field

Description

Client Name (First - MI - Last)

The client's First Name, Middle Initial and Last Name.

DOB

The client's Date of Birth.

Gender

The client's Gender.

Tracking Schedule

The Immunization Tracking Schedule that is being used to determine if the client is up to date on their vaccines.

Client ID

The client's Primary Client ID assigned by the organization that the user is logged in under.

Address/Phone

The client's address, city, state, zip code and phone number.

Comments

Displays comments that have been entered for the client.

Current Age

The client's current age in years, months, and days.  Example: 1 year, 2 months, 3 days.

Client Notes

Displays the number of client notes saved for the client. A hyperlink to view or update the client notes opens a pop-up window to access the information.

Note:  Confidential information should not be stored in client notes.  Client notes are able to be viewed by any provider organization with appropriate access to the system.

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NOTE: Any immunization record (row) that appears in the Immunization History table is all Red font indicates the client had a reaction to the corresponding immunization.

Column Name

Description

Vaccine Group

The vaccine group name for each immunization received.

 Date Admin 

The actual day the client was given the vaccine, as a hyperlink. Click the date to view the "Explanation of Dose Status" pop-up window for that particular immunization. This pop-up window displays the tracking schedule dose rule for that vaccine series.

 Series 

A sequence number along with the total number of doses within the immunization series displays for valid immunizations.  An example is (1 of 4) with the 1 being the dose number of the immunization and the 4 being the total number of doses within the immunization series.  

NOTE: NOT VALID will display if the dose given for the immunization series was not considered to be valid within the immunization series tracking schedule rules.

 Vaccine [Trade Name]

The name of the vaccine provided by the manufacturer (Trade Name). If no Trade Name was provided, the column will only display the type of vaccine that was administered.

Dose

The dose magnitude reflects how many doses were administered to the client. This number is not dose size as measured in milliliters.  

Here are some examples:

  • If a single pediatric dose were administered to a child, the Dose column would display 'Full'.

  • If two pediatric doses were administered to an adult, the Dose column would display the number '2'.

  • If half of the usual adult formulation of a dose were given to a child, the Dose column would display 'Half'.

The system uses this data to determine the effectiveness of the vaccination provided.

Owned?

 

Displays an indication of whether each vaccine was entered by the user's organization. A blank means the user's organization entered the vaccine record. A "No" means the record was entered by another organization. Click the hyperlink to view the name and contact information of the organization that entered the vaccine record.

NOTE: If there is a question about an immunization entered by another organization we urge you to contact that provider with the supplied contact information.

 Reaction 

Displays an indication of whether a reaction occurred, as a hyperlink. A blank means no reaction was entered in ImmTrac2 for the vaccine. A 'Yes' means  a reaction was recorded for that vaccine. Click the  hyperlink to display  a small information window with additional details.

 Hist?

Displays an indication of  whether the record was entered as an historical immunization. A blank means the record was entered as a recently administered vaccine.  A 'Yes' means the record was entered as an historical immunization.

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Column Name

Description

Immunization

Displays rows for each vaccine that is part of the selected tracking schedule. The last row displays a drop down option to select additional types of immunizations.

Dose 1  

A date field (MM/DD/YYYY) to allow quick entry of when Dose 1 was administered.

Dose 2

A date field (MM/DD/YYYY) to allow quick entry of when Dose 2 was administered.

Dose 3

A date field (MM/DD/YYYY) to allow quick entry of when Dose 3 was administered.

Dose 4

A date field (MM/DD/YYYY) to allow quick entry of when Dose 4 was administered.

Dose 5

A date field (MM/DD/YYYY) to allow quick entry of when Dose 5 was administered.

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 Command Button Functionality

Command Button

Description

Displays the Add Historical Immunization Details screen to add additional information

Saves the entered immunizations and comments to the client's record. The system performs data validation checks to ensure required information was entered for each immunization before saving. If required information is missing or invalid, validation messages display prompting the user to fix any errors before continuing.

Returns the user to the Immunization History Screen. Changes or updates to entered immunizations may not be saved.

 

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 Duplicate Immunization Processing

After a user enters any immunizations and clicks the Save button, the system compares the records to any existing client immunizations for possible duplicates. The system uses predetermined business rules for matching immunization records to establish only one immunization of that type in the client's history. Sometimes the system cannot automatically resolve instances  of duplicate immunizations and will display the Duplicate Immunization Override screen requiring the user to make a choice.

Automatic Resolution Scenario: Suppose a user enters a historical dose of Hib with trade name ActHib and lot number 123456. The immunization matches an existing record of Hib for the client on the same date with the same trade name and lot number. The system determines this is an exact duplicate and automatically discards the immunization the user is attempting to save.

Duplicate Immunization Override Scenario: Suppose a user enters a historical dose of Hib with trade name ActHib and lot number 123456. The immunization matches an existing immunization of Hib for the client on the same date with the same trade name, but the lot number is different. The system won't automatically resolve this because the difference in lot number could be significant. The system displays the Duplicate Immunization Override screen as below:

 

When the Duplicate Immunization Override screen displays, follow these steps:

    1. Review the list of potential duplicate immunization records. Incoming immunizations are ones that the user has just entered on the Immunization screen and is attempting to save. Existing immunizations are ones that have previously been saved to the client's record.

    2. If the user has made an error in entry and wants to return to the Enter New Immunization screen, click the Make Edits button.

    3. If the user wants to save one or more of the duplicate immunization records, select the check boxes for the incoming immunizations the user intends to save. Click the Save Selected button. The system will save the incoming immunizations the user has selected. The ones the user has not selected will be discarded.

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ImmTrac2 is set up to accommodate a variety of user types. Each user will have access to certain features in the application based on the role that is assigned. Online help reflects the capabilities available to provider user roles. Other user roles should refer to the user manual for more access features and capability details.