Recording and Managing Immunizations

This guide walks you through recording, editing, and reviewing a patient’s immunizations in the Clinical section of the Patient Chart.

Before you start

You’ll need to have a patient chart open. The Immunizations table lives under the Clinical section of the Chart Navigation.

How to record a new immunization

1. Open the patient’s chart and go to the Immunizations table.
2. Select Add Immunization. This opens the Immunization modal.
3. In the Administration section, select the Immunization (vaccine). This is a required field. You can search using CVX vocabulary.
4. Enter the Administration date. This is a required field. You cannot enter a date in the future.
5. Optionally add a Note to capture additional context about the immunization.
6. In the Vaccine section, optionally add:
   • Dose
   • Manufacturer
   • Lot number
   • Expiration date (note: a soft warning will appear if the vaccine is expired)
   • Administration site
   • Administration route
   • Reaction
   • Performer
7. In the Additional details section:
   • Confirm the Status — this defaults to Completed
   • Optionally add Reason or Reason not done
   • Link related Encounters if applicable
8. Select Save.

The new immunization appears in the table, sorted automatically (see How immunizations are sorted below).

How to edit an existing immunization

1. In the Immunizations table, select the row for the immunization you want to update.
2. The Immunization modal opens, pre-filled with the existing information.
3. Make your changes and select Save.

How to search and filter the immunization list

• Search by description: Use the search box to find an immunization by vaccine name or description.
• Filter by Date: Narrow the list to a specific date range.
• Filter by Description: Narrow the list to a specific vaccine or immunization type.
• Filter by Status: Narrow the list to Completed, Not done, or Entered in error immunizations.
• Sort: Select a column header to sort by Date, Description, or Status.

Understanding what you’re looking at

Immunization fields

Field	What it shows
Immunization	The immunization was administered. CVX vocab list preferred. Required
Administration date	The date the immunization was administered
Note	Additional immunization notes
Dose	Vaccine dosage
Manuafacturer	Vaccine manufacturer
Lot number	Vaccine lot number
Expiration date	Vaccine experation date
Administration site	Body site vaccine was administered
Administration route	How the vaccine entered the body
Reaction	Details of a reaction that follows immunization
Performer	Who performed the vaccination
Status	Whether the immunization is Completed, Not done, or Entered in error. Defaults to Completed
Reason	Why the immunization occured
Reason not done	Reason an immunization was not done
Linked encounters	Links to encounter notes where allergy was documented via macro

How immunizations are sorted

By default, the table sorts immunizations by Administration date (most recent first), and within the same date, alphabetically by vaccine description.

What the empty states mean

The table displays “No immunizations recorded” when no immunization records exist or all records have a status of entered-in-error or not-done.

If you’re not sure which state you’re seeing, check whether any filters are applied — clearing filters will show you the full picture of what’s on file for the patient.