Use Clinician Portal to find and manage vaccination appointments for users
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Summary of Use Clinician Portal to find and manage vaccination appointments for users
The Clinician Portal, accessible to users with thesnvaccinesm.clinicianrole, provides a centralized platform to find, manage, and update vaccination appointments efficiently. It supports viewing, modifying, and completing appointments, all optimized for tablet and mobile use. However, bulk updates are limited on mobile devices.
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Finding Vaccination Appointments
Clinicians can locate vaccination appointments using three methods: scanning a user’s QR code, manually entering the code, or searching within the portal. They can view appointments by specific locations and access all upcoming appointments for the day plus the previous hour. Once a location is selected, it remains fixed for the session to streamline workflow.
Viewing and Searching Appointments
The portal allows clinicians to view all appointments at a location and search users by name. Filters for appointment dates default to one week. Note that searching by name only shows appointments for registered users, but scanning QR codes enables vaccination of internal users not listed in searches.
Managing Appointments
Clinicians can perform detailed tasks on appointment records, including:
- Verifying user ID and personal details
- Completing pre-vaccination screening questions
- Recording vaccine administration accurately, even if multiple vaccines are booked under one appointment
- Adding comments and work notes
- Confirming verbal consent and information provision to the user
- Assigning appointments to themselves
- Marking appointments as no-shows, canceled, or complete
Completing an appointment automatically creates an immunization record stored in the Immunization (snhclsimmunization) table, ensuring vaccination data is properly tracked and maintained.
As a user with the sn_vaccine_sm.clinician role, you can find vaccination appointments for users, view all of their upcoming appointments for a particular location, view, and work on a vaccination record, mark an appointment as a no-show, cancel an appointment, and more, all from within a single portal.
Find vaccination appointments
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Clinicians can find vaccination appointments by scanning the user's QR code, entering the code manually, or looking up the appointment in the portal. Clinicians can view the appointments for a particular location from the list. To view all upcoming appointments, click See all appointments . Upcoming appointments include all appointments for that day at the selected location, as well as appointments from the previous hour. For example, if the clinician views the upcoming appointments at 9:00 AM, they see all the assigned appointments from 8:00 AM through the end of the day. Once the clinician selects a location, it remains selected throughout the session. |
View and search appointments
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From the list view, clinicians can view all appointments for a particular location, search for users by name, and filter for appointments. By default, the dates for appointment
filters are set for a week's time.
Note: Using the search by name filter, clinicians can view only the appointments booked for the registered users. However, the clinician can still scan the QR code of an internal
user and can administer the vaccine. |
View and work on an appointment
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Clinicians can view and work on an appointment record, including:
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