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Setting Up Vaccine Reminders

This feature will allow you to administer vaccines, track vaccination status/due dates, and automatically notify clients about reminders.

Updated over a week ago

📓 Please Note: To request the Vaccines and Service Reminders feature please contact us at [email protected].

⚙ Setting Up Reminder Labels

The Reminder Labels are under the Inventory section of the Admin. In order to view the Reminder Labels screen your practice must have the Vaccine & Service Reminders feature enabled and a hospital administrator will need to add the admin_reminder_labels permission to the appropriate user role (or create a new one) in order to create and edit reminder labels.

Reminder Labels are sorted alphabetically:

New Reminder Labels can be created by clicking the +New Label button at the top of the screen.

  • Up to three Valid For dates can be entered for each Reminder Label

  • The field will accept only whole numbers, with a maximum of 2 digits

  • Duplicate names are not permitted, and this field is not case sensitive

    • Ex. Lyme 1y would be considered a duplicate of lyme 1Y

Once a Reminder Label has been created it cannot be renamed or deleted, however you can inactivate a Reminder Label by flipping the Active toggle OFF. Inactivating a Reminder Label will automatically remove it from all associated products.


➕ Creating a Vaccine Class Product

You can create new Vaccine Class Products in the Admin section. When a Vaccine class is selected:

  • The Tx Category will default to Vaccines and will not be editable

  • The Formulation Unit will default to dose

  • The Frequency will default to Once

  • The Quantity will default to 1

  • At least one Reminder Label must be associated with the product

  • The Manufacturer field is required

  • Products with the Rabies Vaccine toggle ON will be eligible to generate a Rabies Certificate PDF

Once a Vaccine class product has been created, all fields are editable except:

  • Class

  • Tx Category

  • Rabies Vaccine toggle

Due to the nature of impacting information on previously administered vaccines, you’ll see a warning message before any edits to a Vaccine Product can be saved:

💡 Pro-Tip: For Rabies Vaccines, including the lot/serial number and tag number within the default order notes of the Product makes it easy to quickly copy/paste into the required fields when completing the treatment.

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