Immunizations Overview

Click on the Immunizations tab located on the left side of the page.
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Search for your student using the filter funnel and click within the row of the student.
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You should now have a window for your student of immunization records open on the right side of the screen.
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Navigate to the immunization vaccine you wish to update.
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Click on the shot date to enter.
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Select the date from the calendar or type in the date field with the format MM/DD/YY (ex. 01/01/23). Date will save automatically when selected.
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Once all shot dates have been entered, save your document to the immunization record by clicking the Add document button at the top of the window.
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Click or drag and drop to the Files section to add the document.
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Click the blue Add document button below the Files section to complete the process.

Repeat steps 1-9 for next student(s).

After immunization records have have been accepted and imported to the student's card, the document will be attached to the student's record but it has not been scanned for dates.
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Click on the student's name (in blue) to open their student card.
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Open the Immunizations tab.

Click "Edit Immunization Grid" button.
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Open the Documents tab.
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Click "Initiate Import."
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The importing process will begin. You can continue to use the system for other tasks while this is importing. To see the import status, navigate to the Immunizations page and select "Import immunization records."
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Click on the Immunization tab on the left-hand side.

Click on Import immunization records.

Select your file or drag and drop your student's immunization record document into the upload section.

Once your file has been loaded, you will need to click on Import file button.

The screen will display the progress of the import and what stage the import process is currently in. This may run in the background.
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Once the file has completed importing, click on the file name itself to verify the import.
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You will now notice that the system has read the student's name and prompted the display to change to the Student's name. Click on the student row to verify the vaccination records.
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By opening the record, you will see vaccines and their associated dates that have been recognized and highlighted in matching colors. This color-coded identification facilitates a faster verification process within the Detected records.

You may add or adjust a shot record by clicking on the date associated. The system will prompt you with all of the dates it has identified, as well as the opportunity to enter a new one by clicking on "select" within the pop-up list, then clicking on the calendar icon next to the date field.
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Once you have verified/adjusted the dates, you will need to approve the document by clicking on the Approve document button in the upper right-hand corner.