Clinical records

Plan, administer, and follow up vaccines

Catalog, protocol, and program differences; planned and external records.

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A vaccine record describes a patient's planned or performed operation. Catalogs, protocols, and programs have different purposes; viewing one does not administer a vaccine.

Distinguish the concepts

ConceptUse
CatalogFind vaccine/procedure names and suitable products
ProtocolReview a sequence's dose/follow-up structure
ProgramApply a plan containing protocol entries to a patient
Patient vaccine recordPatient-specific planning, administration, or history
ReminderFollow-up and delivery tracking

The Vaccine area provides overview, calendar, records, protocols, programs, and catalog. Available options depend on patient information and record state.

Schedule a vaccine

  1. Open Schedule Vaccine from patient details or Vaccines → Records.
  2. Check the patient, catalog/procedure selection, and planned date.
  3. If using a protocol/program, review its content and dates for this patient.
  4. Open the created record from the list/calendar. Scheduling does not record administration.
  5. Check next-dose/follow-up information separately; selecting a program does not mean follow-ups were completed.

Administer a planned record

Open administration from an eligible Vaccine Detail. Check actual date, veterinarian, product, amount, and unit. Distinguish the product from the batch/opened package used as stock source.

When deduction is enabled, verify quantity units and stock selection. A clinical product recorded without tracked consumption does not prove stock deduction. See package/base units.

Complete the offered protocol, manual follow-up, or no-follow-up options according to the real situation. Review warnings; this guide does not choose a clinical protocol for the veterinarian.

After saving, verify vaccine status, actual administration, inventory movements, and any successor plan. Successful administration does not by itself prove that every manual follow-up record exists. Administering a planned record and creating-and-administering a new record are different starting points.

Record external history

For vaccination performed elsewhere, enter the actual date, provider, and supporting information. Do not treat it as a new administration or consumption in your clinic. Search existing history before duplicating an event.

Cancel or reverse administration

Cancelling a plan differs from reversing performed care. Use the offered correction/reversal flow and reason rather than adjusting stock alone. Signed examinations, sales, and linked records can affect eligibility.

Reminders and common questions

A follow-up record and message delivery are distinct. Inspect actual results in reminder delivery logs.

Why is administration unavailable? The record may already be administered/cancelled, predecessor requirements may be unmet, or access may be insufficient.

Does changing a program change existing patient plans? Inspect patient records rather than assuming a template edit automatically updates previously created plans.

Examination · Inventory

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