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Setting Up Vaccine Reminders

Written by Meridythe Lanoue

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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