Using Clinician Portal to find and manage vaccination appointments for users

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Using Clinician Portal to find and manage vaccination appointments for users

    The Clinician Portal is designed for users with thesnvaccinesm.clinicianrole to efficiently find, manage, and update vaccination appointments for users within a single interface. It supports tablet and mobile devices, though bulk updates are limited on mobile. This portal streamlines access to appointment details, vaccination records, and appointment status management, enhancing clinician workflow and patient care in vaccination settings.

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    Finding Vaccination Appointments

    • Clinicians can locate vaccination appointments by scanning a user's QR code, manually entering the code, or searching directly in the portal.
    • Appointments can be filtered by location, with the selected location persisting during the session.
    • The portal shows upcoming appointments for the selected location, including appointments from the previous hour through the end of the day, enabling clinicians to view all relevant appointments in a timely manner.

    Viewing and Searching Appointments

    • Clinicians can view all appointments for a specific location in a list view.
    • Search functionality allows filtering by user name, with default filters covering a week’s worth of appointments.
    • Search by name displays only appointments booked for registered users, but QR code scanning can be used for internal users who may not have a booked appointment.

    Working on Appointments

    • Clinicians can verify user ID and details, complete screening questions, and confirm proper vaccine administration.
    • If multiple vaccines are booked for one appointment, clinicians can document administration for each vaccine separately; unadministered vaccines can be booked later.
    • Additional actions include adding comments and work notes, confirming verbal consent and information provision, and assigning appointments to themselves.
    • Appointment statuses can be updated to no-show, canceled, or complete. Marking an appointment complete automatically creates and stores an immunization record in the Immunization (snhclsimmunization) table.

    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 doesn’t 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 wasn’t 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.