Register a Patient for a Bidirectional Immunization Registry

The Register Patient dialog allows you to easily register the patient for bidirectional transmission to vaccine registries. The registry needs to be configured for bidirectional transmission prior to registering patients. You can register patients in either the Clinical or Practice Manager application. Use the following steps to register a patient for a selected registry.

 

 

  1. In Clinical, click Chart > Registries > Immunization > View Registry Records. Or, in Practice Manager, click Administration > Registries > Immunization > Register Patient.
     

  2. In the Registry field, select the Registry where you want to register a patient.
     

  3. Enter or search for the patient's Account # that you want to register.

    NOTE: When registering patients the Name and DOB are required. If these items are not currently configured for the patient, then you need to update that information prior to registering.
     

  4. Once all of the applicable information is displayed as desired, click the Submit button.



     

  5. If the patient does not exists on the registry and there are no matches to choose from, you will be defaulted to No matches found.




    If there are multiple patients with a similar name in the registry, you will need to match the correct patient. Check the Match box next to the patient in the list that you want to associate with the patient you are registering, and then click the OK button.

    Click the None of the names in the list match this patient option, if the there is not a match for the patient you are registering.

    When the No Matches found or the None of the names in the list match this patient options are selected, registration will be pending until immunizations are sent to the registry for this patient. If the patient has any valid immunization records to send, they will be sent automatically upon registration, thus setting the patient status as Registered. Once immunizations are sent, the patient will be registered and you will be able to download applicable registry records for that patient.



     

  6. Once the patient has been registered, click the Close button.