Using Clinician Portal to find and manage vaccination appointments for users

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Using Clinician Portal to find and manage vaccination appointments for users

    The Clinician Portal allows users with thesnvaccinesm.clinicianrole to efficiently manage vaccination appointments. Key functionalities include locating appointments, marking no-shows, and canceling or completing appointments, all through a user-friendly interface optimized for tablet and mobile devices.

    Show full answer Show less

    Key Features

    • Appointment Management: Clinicians can find vaccination appointments by scanning QR codes, entering codes manually, or searching within the portal.
    • Upcoming Appointments: View all upcoming appointments for a selected location, including those from the previous hour.
    • Search and Filter: Search for users by name and filter appointments, with default filters set for a week.
    • Appointment Records: Clinicians can verify user IDs, fill in screening questions, administer vaccines, and provide comments and work notes.
    • Appointment Actions: Options to assign, mark as no-show, cancel, or complete an appointment, automatically creating an immunization record in the system.

    Key Outcomes

    By utilizing the Clinician Portal, healthcare professionals can streamline the vaccination process, improve appointment visibility, and ensure accurate record-keeping, enhancing overall patient care and operational efficiency.

    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.

    Figure 1. Clinician portal
    Vaccine Administration Management clinician portal landing page where users can manage appointments, scan QR codes to find appointments, and view a calendar of all appointments.
    Note:
    The clinician portal is optimized for both tablet and mobile. However, the mobile view does not currently support the selection of more than one appointment at a time for bulk updates.

    Find vaccination appointments

    Table 1. Screens of vaccination appointments

    Description

    Screen

    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.

    The Manage your appointments view which displays the user's upcoming appointments.

    View and search appointments

    Table 2. Screens of view and search appointments

    Description

    Screen

    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.

    List view of appointments, filtered by date range and organized by name, appointment date and time, code, vaccine, and status.

    View and work on an appointment

    Table 3. Screens of view and work on an appointment

    Description

    Screen
    Clinicians can view and work on an appointment record, including:
    • Verify the user's ID
    • Verify the user's details
    • Fill in screening questions
    • Verify that the vaccine is administered properly.

      If there are multiple vaccines booked under the same appointment and if the clinician has administered only one, details can still be captured by the clinician. Later, the user can book the vaccine that was not administered.

    • Provide comments and work notes
    • Verify that the user has verbally consented to the vaccine
    • Verify that the user was provided with information about the vaccine
    • Assign an appointment to oneself
    • Mark an appointment as a no-show
    • Cancel an appointment
    • Mark an appointment as complete
      Note:
      When the clinician marks a vaccination appointment as complete, an immunization record creates for the user and stores on the Immunization (sn_hcls_immunization) table.

    The appointment details view which displays patient information and vaccination appointment cases. The appointment details view which displays patient information and vaccination appointment cases.