Documentation/Vaccination
Module guide · Clinical
Vaccination
From receiving a cold-chain-tracked vaccine shipment to administering a dose at the bedside, documenting a reaction, and reporting to the state registry, one connected record for every immunization event.
What this module is for
Access splits by function: broad clinical roles administer and look things up, pharmacy/management handles the catalog and schedule rules, a wider inventory group manages batches and cold chain, and compliance/pharmacy owns waste reporting.
Who uses it
Physicians, nurses, NPs/PAs, pharmacists, and directors can administer doses, search records, and look up patients. Vaccine catalog entries and ACIP schedule rules are pharmacist/director/admin-only. Batches and cold-chain logging add nurse managers. Waste logging and reporting add compliance and quality staff.
Where to find it
Open Vaccination from the sidebar. A dashboard plus Administer, Catalog, Inventory, Patient records, Adverse Reactions, Schedule, Waste, and Import/Export.
- 1
Receive & release
A new lot arrives in Quarantine; it's released for use once cold-chain storage is confirmed.
- 2
Administer
Two-factor identity check, dose details, VIS/consent, and automatic queueing to the state registry.
- 3
Watch for reactions
Document any adverse event; severe cases are flagged VAERS-mandatory automatically.
- 4
Stay on schedule
ACIP rules evaluate every patient's due, overdue, and up-to-date doses automatically.
A few terms you'll see throughout
Dashboard
Today and period stats, alert tiles for anything needing attention, and a weighted compliance score.
Stat tiles (red whenever above zero)
| Field | What it means |
|---|---|
| Doses Administered Today, Reactions Today, Pending VAERS Reports | |
| Pending / Failed IIS Transmissions, Overdue ACIP Recommendations | |
| Batches Expiring Soon, Batches With Excursions, Low-Stock Vaccines | |
| VFC Doses Administered/Wasted, Not-Done Records | VFC = Vaccines for Children, a government-funded program tracked separately. |
A Weighted Compliance Score combines overdue ACIP recommendations (40%), VFC waste ratio (30%), and excursion-free batch ratio (30%) into one green/amber/red gauge. Export a PDF snapshot, or set a custom date range for the trend chart and top-vaccines list.
Administering a vaccine
Search past records, record a new dose, document a refusal, or amend/void an existing record.
Administer Vaccine form
| Field | What it means |
|---|---|
| Patient, Vaccine* | Lot/Batch narrows to usable stock for that vaccine, first-expiring first. |
| Dose Number* | |
| Administered Date/Time, Site, Route, Dose Volume* | Site and Route required; 15 injection sites, 15 administration routes. |
| Administering Provider, NPI* | NPI must be exactly 10 digits. |
| Patient identity verified (two-factor) | Checked by default, name + DOB against wristband, a Joint Commission safety requirement. |
| VIS Publication/Presented Date, Consent obtained | VIS = Vaccine Information Statement, the mandatory patient handout. |
| Funding Source, VFC eligible, ICD-10 Encounter Code | 11 funding sources, e.g. VFC – Medicaid, Private Pay, Medicare Part B. |
| Historical record, Historical Source | For doses given elsewhere and logged after the fact. |
A separate Record Refusal form documents a dose that was not given, with a required reason (24 options, e.g. Patient Objection, Egg Allergy, Vaccine Out of Stock) and a documenting provider NPI.
Every record can later be Amended (with a reason and amending NPI) or Voided (marked entered-in-error, kept for audit, never deleted).
Completed — dose given
Not Done — refused or contraindicated
Amended — corrected after the fact
Entered in Error — voided
Vaccine catalog
The master reference list of vaccines the hospital can administer. Managing entries is limited to pharmacists, directors, and admins.
New Vaccine form
| Field | What it means |
|---|---|
| CVX Code, Vaccine Name, Category* | 12 categories, e.g. Routine Childhood, Travel Vaccine, COVID-19 Booster. |
| MVX Code, Trade Name, Manufacturer | |
| CPT codes, Target Diseases, ICD-10 Codes, Eligible Age Groups | |
| Doses Required* | |
| Storage Condition* | Room Temp, Refrigerated, Frozen, Deep Frozen, and 3 more; with min/max °C. |
| Contraindications, Notes |
Each entry shows its live inventory (vials available, active lots) and a shortcut to that vaccine's batch list. Deactivate hides it from new administrations without touching history.
Batches & cold chain
Receive shipments, track expiry, and log temperature readings against the storage requirements set in the catalog.
Receive Vaccine Batch form
| Field | What it means |
|---|---|
| Vaccine, Lot Number* | |
| Quantity (Vials), Units per Vial* | |
| Received Date, Expiration Date* | |
| Storage Location, Storage Unit ID* | Location required. |
| Unit Cost, VFC stock* | Unit cost required, even if 0. |
New lots always start in Quarantine and must be explicitly Released (with a releasing provider NPI) before use. A dedicated Batches Expiring Soon view sorts everything first-expiring-first.
Log Temperature form
| Field | What it means |
|---|---|
| Batch/Lot, Recorded At* | |
| Temperature (°C)* | A reading outside the vaccine's safe range is flagged as an excursion. |
| Storage Unit ID, Device ID, Automated device reading |
If a storage unit shows repeated excursions, it can be Quarantined as a whole, with a reason and provider NPI, moving every active batch stored there into Quarantine at once.
Active / Released — usable for administration
Quarantine — held pending release
Recalled —
Expired / Depleted / Destroyed — no longer usable
Patient views
Two per-patient screens: a clinical snapshot, and the full chronological history.
The Immunization Summary shows a green "up to date" or amber "not fully up to date" banner, completion stats, active ACIP recommendations (due, overdue, up to date, catch-up), and any active contraindications. The Immunization History lists every record, administered, refused, amended, or voided, in order. Both offer a PDF download of the patient's full immunization record.
Adverse reactions
Document reactions against a completed dose; the most severe levels are automatically flagged as VAERS-mandatory.
Report an Adverse Reaction form
| Field | What it means |
|---|---|
| Patient, Vaccination Record* | Only completed doses for that patient are listed. |
| Severity* | 9 levels, from No Adverse Event up through Local/Systemic Mild-Moderate-Severe, Anaphylaxis, and Death. |
| Onset Date/Time, Reaction Description* | |
| Treatment Given, VAERS Report already submitted |
Systemic Severe, Anaphylaxis, and Death require VAERS reporting
ACIP schedule
Look up a patient's due and overdue doses, and, for pharmacy/admin, manage the underlying age and interval rules.
The Due and Overdue screens are patient-lookup tools, search a patient to see their current recommendations, or trigger Re-evaluate Schedule to re-run the rule engine. There's no hospital-wide "everyone due" worklist, this is per-patient.
New Rule form (pharmacist / director / admin)
| Field | What it means |
|---|---|
| Vaccine, Age Group, Dose Number* | 7 age groups, Birth through Elderly. |
| Age Min Days* | Age Max Days optional, open-ended if blank. |
| Interval Min/Recommended Days | Minimum vs. ACIP-recommended spacing since the prior dose. |
| Catch-up allowed, Required, ACIP Reference, Series Name |
Waste tracking
Log wasted vials/doses against a specific lot, and run accountability reports, with a dedicated VFC report for state/CDC submission.
Log Vaccine Waste form
| Field | What it means |
|---|---|
| Vaccine, Lot/Batch* | |
| Waste Date, Vials Wasted, Doses Wasted* | |
| Waste Reason* | Expired, Temperature Excursion, Broken Vial, Contaminated, Recall, and more. |
| Disposed At, Disposal Method, Disposed By, Witnessed By, Cost Value* | Disposed At required. |
The Waste Report covers a date range with a general view, and a VFC tab with a dedicated CSV export for state/CDC accountability submission (the general report has no CSV export by design).
Import / export
Bulk move data in and out: the vaccination register, VFC reports, a single patient's FHIR bundle, and historical record imports.
Available tools
| Field | What it means |
|---|---|
| Export Vaccination Register | CSV or Excel, by date range and status. |
| VFC Accountability Report | CSV or Excel export for state/CDC submission. |
| Export Patient FHIR Bundle | One patient's full immunization history, HL7 FHIR R4. |
| Import CSV / Excel / FHIR Bundle | Bulk-load historical records; each run reports imported, skipped, and error counts. |
Good practices
Release a batch only after confirming cold-chain storage
Don't skip the two-factor identity check
File VAERS reports promptly once flagged