Organizational Extract

Organizational Extract Screen

Introduction to Organizational Extracts

The Organizational Extract exists so that a user is able to generate immunization records for clients in their organization. Read further to find out how to use criteria to improve the results of your report.

Purpose

The Organizational Extract screen is used to select and submit the client, immunization, and date criteria used to extract immunization records from the registry.

Functionality

Command Button Functionality

Functionality

Selecting Organization ID(s)

This section will only appear if your organization is the Parent organization in a Parent/Sub-site relationship in ImmTrac2.

The table below describes the different options and how they will affect the report.

Option	Description
All Clients for Parent and all Sub-site Organizations	Selecting this option will return all clients who have had immunizations administered by either the Parent organization and/or your sub-site organizations. This is considered normal reporting.
All Clients for Parent Organization	Selecting this option will return all clients who have had immunizations administered by the Parent organization.
All Clients for these Sub-site Organizations	Selecting this option will return all clients who have had immunizations administered by the selected sub-site organizations. *See Note below*

Note: Selecting Sub-site Organizations

Adding a Sub-site Organizations
1. Select a Sub-site Organization from the Available Organizations drop down menu.
2. Click the Add button.
Removing a Sub-site Organizations
1. Select a Sub-site Organization from the Selected Organizations drop down menu.
2. Click the Remove button.

Selecting Vaccine Groups

A User can limit the Organizational Extract to return only clients who have received immunizations for selected Vaccine Groups. A full immunization history will be returned for each client in the Extract.

By default, all vaccine groups are used for reporting.

Adding a Vaccine Group to Report on.
1. Select a vaccine group from the "Available Vaccine Groups" drop down menu.
2. Click the Add button.
Removing a Vaccine Group to Report on.
1. Select a vaccine group from the "Selected Vaccine Groups" drop down menu.
2. Click the Remove button.

Selecting Dates

A User can limit the Organizational Extract to return only clients who meet certain date range criteria. Date criteria can be entered as a Vaccine Administration Date Range, a Birth Date Range, and a Client Update Date Range, as described in the table below. None of this information is required to run the report. A full immunization history will be returned for each client in the Extract.

By default, no date range is used for reporting

Date Criteria	Description
Vaccine Administration Date Range	When these dates are specified, the report will only return those clients who have at least one vaccine administration date that falls between the date range entered. A complete immunization history will be returned for each client.
Birth Date Range	When these dates are specified, the report will only return those clients who have a birth date that falls between the date range entered.
Client Update Date Range	When these dates are specified, the report will only return those clients who have a client update date that falls between the date range entered. A complete immunization history will be returned for each client.

Selecting Client Status

Client status can be selected as Active, Inactive-Other, Inactive-Moge, Inactive-Permanently (Deceased), Inactive-Lost To Follow Up, Inactive-One Time Only, Inactive-Moosa, Inactive-Unknown. None of this information is required to run the report.

By default, All status is used for reporting.

Selecting Extract Format

Extract Job Name can be entered or if left blank, a job name will be generated automatically using today's date and time appended to the word "Extract."

Extract Format can be entered as ImmTrac2 Flat File Format, HL7 2.3.1, HL7 2.4 and HL7 2.5.1

By default, ImmTrac2 Flat File Format is used for reported

Command Button Functionality

Command Button	Description
	Clicking the Generate button will execute a query in the database according to the report criteria selected. Depending on the number of clients associated with the provider organization that submitted the report request, the query may take several minutes to complete. After clicking on Generate, the user will be redirected to the check status screen where the user can monitor the progress of the report query.
	Clicking the Cancel button will return the user to the previous page.
	Clicking the Add button will move the selected item in the available pick list to the selected drop down menu.
	Clicking the Remove button will move the selected item in the selected drop down menu to the available drop down menu.