Purpose

The Editing Schedules screen is used for creating a unique schedule from a selected template. Or if you do not want to use a template, you can enter in a number for the amount of series that you want to use with you new tracking schedule. This screen can also be used to modify an existing schedule.

• Required Fields

• Information Provided

• Functionality

  • Editing Series Within an Existing Schedule

  • Adding a series to the Schedule

  • Removing a Series from the Schedule

  • Viewing the Complete Details for a Schedule

  • Managing the Prerequisite Override for vaccine groups

Required Fields

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Information Provided

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Series Defined for this Schedule Table

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• Editing Series within an Existing or New Schedule

Select a Schedule to edit from the 'Schedule Name' table by clicking on the schedule name hyperlink. The Schedule with it's list of associated series will be displayed. *Note*

Select the series to edit by clicking on the series name from the 'Series Name' column in the 'Series Defined for this Schedule...' table.

The Add/Edit Series screen will be displayed so you can edit series specific information.

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• Adding Series from the Schedule

Select the Schedule you would like to edit as stated in the above description.

At the bottom of the Schedule Information screen in the Additional Options table, type in the number of series that you would like to add in the '# of Series' text box. Then click the  Add Series  button to take you to the Add/Edit Series screen.

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• Removing Series from the Schedule

Select the Schedule you would like to edit as stated in the Editing a Series within an Existing or New Schedule description.

Select the series you would like removed by checking the series in the 'Select' column. You can select one or as many as you want to remove at one time.

At the bottom of the Schedule Information screen in the Additional Options table, click the  Remove Selected  button.

A confirmation message will appear, select the  Yes  button to continue and remove the series that you selected or the  Cancel  button to halt this operation and make any changes to your selections.

Once the series have been deleted from the selected tracking schedule, a message will appear '**Schedule Updated**' at the top of the Editing Schedules screen.

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• Viewing Complete Details for a Schedule

Select the Schedule you would like to edit as stated in the Editing a Series within an Existing or New Schedule description.

At the bottom of the Schedule Information screen in the Additional Options table, click the  View Complete  button.

The Complete Details screen will be displayed.

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• Managing the Prerequisite Override for vaccine groups

An Override will override a primary series for a specified vaccine group at a specified age. This will allow a user to enter in boosters or adult doses even if the primary doses are not entered for that vaccine. This would be used in situations where the client states they have had or have completed a vaccine series but there is no record to validate this.

Select the Schedule you would like to edit as stated in the Editing a Series within an Existing or New Schedule description.

At the bottom of the Schedule Information screen in the Additional Options table, click the  Manage Override  button.

A new window will be displayed where you can add or delete Prerequisite Overrides for the selected vaccine group.

To add an Override, click the  Add Override  button, then at the next screen, select the Vaccine group you would like to add the Override to from the 'Vaccine Group' pick list and click the  Save  button.

In order to activate the override you must add on the dose of the vaccine in question. Once the vaccine is in place it will display "NOT VALID", until you manually switch on the override. Click on the edit immuinzation button for the vaccine from the Immunization History screen. Here in the edit screen you can manually switch on the override. From the pick list 'Disregard Primary Series' choose the "Yes" option, then click the save button to return to the history screen. Now the vaccine should be valid, and it will have diregarded the primary series. This can be done on a client by client basis.

To disable the override for a particular client simply edit the immunization where the override is set to disregard the primary series.

To delete an Override from the whole tracking schedule, checkmark the Override you would like to delete then click the  Remove Selected  button.

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• Required Fields

In order for the registry to create and maintain a record for a client, school, etc., there is a minimum amount of information necessary that must be provided by a user. These select pieces of information are the Required Fields and are denoted in the registry by the blue information field labels as seen in the example below.

Mothers First Name

• Edit Series Note

If you just created a new schedule, the series for that schedule will be displayed depending on whether you used a template for the schedule or typed in a number for the number of series.

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