There are several options for managing the vaccine inventory. 

PHASE I: Record your current vaccine inventory.


Option #1

  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Settings option.

  • The following screen will be displayed: 


  • Click on the Clinical button and then select the Immunizations option. 


  • The following screen will be displayed:


  • Select a vaccine in the section called Vaccines. 
  • Once selected, press the Edit button, located at the top of the screen.
  • Click on the Add button, located in the Inventory Items section.


  • Verify the name of the manufacturer, which has the vaccine. 


  • Complete the following information on the packaging, inventory on hand, lot number, dose, NDC and expiration date, according to the vaccine packaging.


  • If the supplier has the same vaccine with another manufacturer, it should be recorded, repeating the above steps.
  • Once you have completed recording the information, press the Save button to save the changes on the screen.

Note: You will need to restart the system to save the inventory configuration. 


PHASE II: How will it work?

Inventory Before


  • Go to the clinical evaluation of the patient. 
  • Record the patient's vaccination.


  • Record the dose information, date being administered and other fields.


  • Automatically, the configured inventory will be displayed. If there is more than one manufacturer, select from the list. 


  • Press the Save button to save the changes. 


  • The following screen will be displayed:


  • Press the Yes button to bill the selected vaccine code.
  • Press the No button to cancel the action. 

Inventory After


Option #2

  • Press the Settings button in the main menu. 
  • The following screen will be displayed: 


  • Click on the Clinical button and then select the Immunizations option. 


  • The following screen will be displayed:


  • Select a vaccine in the section called Vaccines. 
  • Once selected, press the Edit button, located at the top of the screen.
  • Click on the Add button, located in the Inventory Items section.


  • Verify the name of the manufacturer, which has the vaccine. 


  • Complete the following information on the packaging, inventory on hand, lot number, dose, NDC and expiration date, according to the vaccine packaging.


  • If the supplier has the same vaccine with another manufacturer, it should be recorded, repeating the above steps.
  • Once you have completed recording the information, press the Save button to save the changes on the screen.

Note: You will need to restart the system to save the inventory configuration. 


PHASE II: How will it work?

Inventory Before


  • Go to the clinical evaluation of the patient. 
  • Record the patient's vaccination.


  • Record the dose information, date being administered and other fields.


  • Automatically, the configured inventory will be displayed. If there is more than one manufacturer, select from the list. 


  • Press the Save button to save the changes. 


  • The following screen will be displayed:


  • Press the Yes button to bill the selected vaccine code.
  • Press the No button to cancel the action. 

Inventory After


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