Forms and Reports - Maryland ImmuNet

Forms and Reports - Maryland ImmuNet
Forms and
Reports
In this chapter:
New Patient Form
Opt-Out Form
Provider Site Enrollment Form
Password Request Form
Release for Medical Information Form
Vaccine Administration Report
Maryland 896 School Certificate
Ad Hoc List Report
Ad Hoc Count Report
Assessment Report
Benchmark Report
Group Reports
Vaccine Administration Record
Immunization History Report
Immunizations Needed Report
Reminder/Recall
Vaccines for Children Report
CoCASA Extract
Forms
The following forms are available:
 New Patient Form
 Opt-Out Form
 Provider Site Enrollment Form
 Password Request Form
 Release for Medical Information
 Vaccine Administration Report, DHMH Form 4500
 Maryland 896 School Certificate
New Patient Form
The New Patient Form allows you to print a blank Vaccine Administration Record, which
includes a current inventory table for the selected provider organization. Use this form to collect
information on a patient who does not yet exist in the ImmuNet database. The responsible
person’s and clinician’s signatures are also gathered on this form. To print out a New Patient
Form, follow these steps:
1. Click on the Forms menu option at the top of the page.
2. At the New Patient Form Request screen, pick the organization where the patient will be
seen so that the appropriate inventory will appear on the record.
3. Choose the language in which you would like the new patient form to display.
4. Press Generate.
5. The form displays in Adobe Reader®
6. To print the report, press the printer icon on the Adobe® toolbar.
7. Press OK in the Print dialog box.
8. To return to the Forms screen, press the Back button on your browser.
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Reports and Forms
Opt-Out Form
The Opt-Out Form is the form the patient may sign if they wish to not have their record available
to registry users. To generate the form, follow these steps:
1. From anywhere in the ImmuNet application, click on the Forms button located at the top of
the screen.
2. On the Forms page, click on Opt-Out Form, which is underlined and in blue text.
3. Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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4. To print the report, press the printer icon on the Adobe® toolbar. Press
Print dialog box.
in the
5. To return to the Forms screen, you may close the Acrobat Reader® by clicking the X in the
upper right corner of the Withdrawal of Consent Form window.
Provider Site Enrollment Form
To begin the enrollment process, generate the Provider Site Enrollment form by following these
steps:
1. From anywhere in the ImmuNet application, click on the Forms button located at the top of
the screen.
2. On the Forms page, click on Provider Site Enrollment, which is underlined and in blue text.
3. Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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Reports and Forms
Password Request Form
To request a password, generate the password request form by following these steps:
1. From anywhere in the ImmuNet application, click on the Forms button located at the top of
the screen.
2. On the Forms page, click on Password Request Form, which is underlined and in blue text.
3. Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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Release for Medical Information on Opt-Out Patient Form
To obtain Release for Medical Information on Opt-Out Patient, generate the request form by
following these steps:
1. From anywhere in the ImmuNet application, click on the Forms button located at the top of
the screen.
2. On the Forms page, click on Release for Medical Information Form, which is underlined and
in blue text.
3. Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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Reports and Forms
Vaccine Administration Report, DHMH Form 4500
To obtain a blank Vaccine Administration Report, generate the request form by following these
steps:
1. From anywhere in the ImmuNet application, click on the Forms button located at the top of
the screen.
2. On the Forms page, click on Vaccine Administration Report, DHMH Form 4500, which is
underlined and in blue text.
3. Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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12.7
Maryland 896 School Certificate
To obtain a blank 896 School Certificate, generate the request form by following these steps:
4. From anywhere in the ImmuNet application, click on the Forms button located at the top of
the screen.
5. On the Forms page, click on Maryland 896 School Certificate, which is underlined and in
blue text.
6. Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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Maryland Immunization Registry
Reports and Forms
Reports
Ad Hoc Reports
The Ad Hoc Reports function in ImmuNet allows the user to create customized reports. Filters
within the Ad Hoc Reporting function help to narrow a search by date, site, vaccine group,
ethnicity, and other factors. City and county public health departments may include in their
reports patients associated with their departments or those living within the same city or county.
The Ad Hoc reporting function produces two types of reports; one type produces lists with
information about selected patients, the other type produces counts, either of patients or of
immunizations.
Note: Patients whose information is added or changed on the day the report is run may not
appear in the results until the following day.
Ad Hoc List Reports
To produce a list of information about selected patients, follow these steps:
1. Click on Ad Hoc List Report under the Reports section of the menu panel.
2. Select the items that you would like to display on the report by double-clicking on the
desired items from the left column (for example, Patient Last Name) or by highlighting the
item and pressing ADD. This will copy the item to the right column and add it to your report.
Select the single item by which you would like to have the report sorted and click on the sort
order (first-to-last or last-to-first). Note: Sorting the report will increase the time it takes to
process it.
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3. Under “Item to filter on,” select an item that you would like to add as a filter using the drop
down list provided. For example, “Birth Date Range” could be an item used as a filter.
Filters in ImmuNet are used to narrow information down so that it answers a user’s query.
An example of a filter item would be Birth Date Range (Item to filter on) BETWEEN
(Comparison) 01/01/2004 (Value to compare to) AND 12/31/2004 (And).
4. Under Comparison,” select a word from the drop down list that best describes the type of
comparison you wish to make. For example, “Between” is one comparison operator.
5. Under “Value to compare to,” either choose a value from the drop down list in the left field or
enter a beginning date in the right field.
6. Under “and,” select another value from the drop down list in the left field or enter the ending
date in the right field, if applicable.
7. Press Add/Save. Repeat Steps 4-8 for each item you wish to filter.
8. When finished adding filter items, you may do the following:
12.10

Group them together by highlighting two filter statements and
pressing Group.

Change “AND” to “OR” by highlighting “AND” and clicking on the And/Or button. “OR”
can also be switched to “AND” by following the same process.
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
Highlight a grouped statement and press Ungroup to ungroup it.

Highlight a statement and press Remove to remove it from the selected filters.

Highlight a statement and press Edit to make changes to a statement. Make the
necessary changes to the statement in the filtering section of the screen and press
Add/Save
10. Press Generate. The Ad Hoc Report Status page will display; see the Ad Hoc Report Status
section of this chapter for more information.
Ad Hoc Count Report
To produce a count of selected patients or immunizations, follow these steps:
1. Click Ad Hoc Count Report under the Reports section of the menu panel.
2. Select whether Patients or Immunizations will be counted by clicking the appropriate radio
button at the top of the screen.
3. Select the factors you would like to use to group the counts on the report by double-clicking
on the desired item from the left column (for example, Vaccine Group) or by highlighting the
item and pressing Add. This will copy the item to the right column so that it can be used in
your report.
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4. Under “Item to filter on” select an item that you would like to add as a filter using the drop
down list provided. For example, “Birth Date Range” could be an item used as a filter.
5. Under “Comparison,” select a word from the drop down list that best describes the type of
comparison you wish to make. For example, “Between” is one comparison operator.
6. Under “Value to compare to,” either choose a value from the drop down list in the left field or
enter a beginning date in the right field.
7. Under “and,” select another value from the drop down list in the left field or enter the ending
date in the right field, if applicable.
8. Press Add/Save. Repeat Steps 4-8 for each item you wish to filter.
9. When finished adding filter items, you may do the following:

Group them together by highlighting two filter statements and pressing Group.

Change “AND” to “OR” by highlighting “AND” and clicking on the And/Or button. “OR”
can also be switched to “AND” by following the same process.

Highlight a grouped statement and press Ungroup to ungroup it.

Highlight a statement and press Remove to remove it from the selected filters.

Highlight a statement and press Edit to make changes to a statement. Make the
necessary changes to the statement in the filtering section of the screen and press
Add/Save
10. Press Generate. The Ad Hoc Report Status page will display; see the Ad Hoc Report Status
section of this chapter for more information.
Ad Hoc Report Status
1. The Ad Hoc Report Status screen will display after you press Generate on the Ad Hoc Count
or Ad Hoc List Report screens, or you may access the status screen by clicking Ad Hoc Report
Status under the Reports section of the menu panel.
2. Press Refresh occasionally to check the status of the report. Once the underlined report type
appears in blue, click it. The report will display directly on this screen.
3. If you wish to export the data as a text file, spreadsheet or PDF, select the appropriate link.
Exporting an ad hoc report in a PDF file will allow you to print the report as a whole, rather
than one page at a time.
4. If you wish to print the report, press Print under the File menu within the application (text
file, spreadsheet or Adobe® Reader). In the print dialog box, adjust the print options as
necessary, then press either Print or Ok, depending on the application.
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Note: Ad hoc reports are retained for 72 hours; ImmuNet will retain one count report and one
list report for that period of time. If a new report of the same type is generated, the new
report will replace the existing report.
Assessment Reports
The Assessment Report feature in ImmuNet provides a comprehensive analysis of
an organization’s immunization status. The following is a brief overview of the
data that are returned on each table within the Assessment Report. These reports
can be helpful when preparing for an AFIX visit or assessing your own organization’s data for
quality assurance purposes.
1. Click on Assessment Report under the Reports section of the menu panel.
2. Select the patient population to be assessed by clicking one of the following:

Patients Associated with Selected Site: Choose this option to view immunization data on
all patients associated with the site selected from the drop down list at the right of the
dialog box.

All Patients Associated with <Organization Name>: Choose this option to view
immunization data on all patients associated with your organization.

All Patients Residing in <City or County Name>: Choose this option to view immunization
data on all patients within a given city or county. This option is only available for city or
county organizations.

All Patients Associated with <Organization Name> or Residing in <City or County
Name>: Choose this option to view immunization data on both patients associated with
your organization and those residing within a given city or county. This option is only
available for city or county organizations.
3. Select the age, birth date range, or age range of the patients by choosing one of the
following:
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
Less than or equal to 72 months old: Choose this option to return all patients who are 72
months or younger.

Birth date range: Choose this option to enter a range of birth dates. Enter the earliest
birth date in the first field and the latest birth date in the second field. Or, use the
calendar icons beside each field to enter the dates.

Age range: Choose this option to enter an age range. Enter the youngest age range in
the first field; use the drop down list next to it to choose days, months or years. In the
Oldest Age field, enter an age and use the drop down list to choose days, months or
years.
4. Select either the Standard Assessment or the Assess Patients with Sufficient Refusal history
as Covered option for the report by choosing the appropriate radio button. Selecting the
second option will return an assessment report that counts
patients with sufficient refusal comments as being up-to-date.
5. Select the assessment report evaluation date by entering the date in the field provided or by
using the calendar icon to enter the date. No immunizations administered after the
evaluation date will be included in the report.
6. Press Generate.
7. The Assessment Report Status screen will display. Press Refresh occasionally to check on
the progress of the report. When the report is ready, the job name will appear underlined
and in blue text. At this screen you may do the following:

Select an age from the drop down list provided and press Generate (to the right of the
age drop down list) if you wish to create an assessment report listing patients for an agespecific benchmark. This report lists the patient’s name, address, telephone number,
and the vaccinations that they did or did not complete or refused by the benchmark age.
A patient will show on the report if they missed at least one age-specific benchmark.

Click the underlined job name.

o
The report listing patients by benchmark age will have a job name of: (Benchmark
Patient Listing) <Organization Name> - <Benchmark Age>.
o
The assessment report will be called: (Assessment Report)<Organization Name> <Date>.
o
A report listing all patients who have missed a vaccination opportunity will have a job
name of: (Missed Opps Patients)<Organization Name>-<Date>.
Click an underlined age range to view a listing of patients returned that fall within the
specified range. This list will give the name, address, and telephone number for all
patients meeting the record criteria. To view patients for all age ranges that meet the
criteria, click on the All Age Ranges link.
8. The report displays in Adobe Reader® if you clicked one of the report or age range links. To
print one of the reports, press the printer icon on the Adobe® toolbar.
9. Press OK in the Print Dialog box
10. To return to the Assessment Report Status screen, press the BACK button on your browser.
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Note: Patients with Refusals
If the option to Assess Patients with Sufficient Refusal History as Covered is selected
when the assessment report is run, patients who fall short of needed, valid doses but
have sufficient refusals to meet the benchmark are included within the count as if they
received the needed doses.
Understanding the Assessment Report
The following is a brief overview of the data that is returned on each table within the assessment
report.
Table 1
Age Group:
This column displays the age ranges used for evaluation.
Records Analyzed:
This column displays the count of selected patients within the age
group that are included in this report.
Inactive:
This column displays the count of selected patients within the age
group that are not active.
Records Meeting Criteria:
This column displays the count of selected patients within the age
group.
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Table 2
Age (Months):
This column displays the age of the patient on the assessment date.
Up-to-Date (UTD):
This column displays the percent of patients (out of the total number
of active patients for that age group) meeting the criteria on the
assessment date. The criteria are given at the bottom of the report
page. For example, a seven-month-old UTD patient who has met the
criteria will have had three DTaP, two HepB, two HIB, and two Polio
vaccinations.
Late UTD @ Assessment: This column displays the percent of patients (out of the total number
of active patients for that age group) meeting the criteria on the date
the report was run, rather than on the assessment date.
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Table 3
The Age-Specific Immunization Benchmarks chart shows how many doses of each vaccine a
patient should have by the age listed at the left to be determined UTD. This chart is used to
create the Assessment of Patients Meeting Age-Specific Benchmarks table.
Table 4
UTD Age:
This column shows the maximum age the patient has attained by
the assessment date.
Vaccine Columns:
These seven columns display the count of the patients who have
met the vaccination criteria by the UTD age.
Total Meeting Age Criteria:
This column gives a count of all the patients who are at least the
age listed under UTD Age. However, the 72 Months UTD Age
category includes patients from 48 to 72 months of age.
% Coverage:
This column displays the percentage of patients meeting all UTD
criteria, out of a total of all patients at least the age listed under
UTD Age.
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Table 5
Column 1:
In the first row of column one, the age range of patients examined in this table is
displayed. In subsequent rows within this column, the number of vaccines needed
by the patient is displayed.
Column 2:
In the first row of column two, a count is displayed of all patients for this age group
who are behind schedule for four or fewer vaccinations. Subsequent boxes
display a count of patients for this age group who need additional vaccinations to
be UTD.
Column 3:
In the first row of column three, a percent is displayed of all patients for this age
group who are behind schedule for four or fewer vaccinations (out of the total
number of patients for this age group). Subsequent rows within this column
display a percentage of patients for this age group who need additional
vaccinations to be UTD.
Table 6
Late Start Rates:
A patient who did not receive one full dose of DTaP by 90 days of age is
considered to have gotten a late start. The values in column three of the late
start row are the percentages of patients (within the age groups listed in
column four) who have not received the first DTaP dose by 3 months of
age.
Drop Off Rates:
The drop off rate section of this chart shows the percentage of patients
(column three) in various age groups (column two) who have not gone
beyond 12 or 24-month status (column four) in their immunizations.
Immunization status is calculated using the formula outlined at the bottom of
the chart.
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Table 7
The Hep B chart gives the number and percentage of patients who did not receive a birth dose
of the Hep B vaccination and who did not complete the three-dose series. Patients evaluated
are between six and 72 months old and have at least one immunization in ImmuNet.
Table 8
Age Group on Eval Date:
This column lists the age group of the selected patients and the
immunization benchmark used for evaluation.
Total Patients in Age Group: This column gives the total number of patients within the age
group listed in the first column.
Patients Not Up to Date:
This column gives the count and percentage of patients who are
not up to date for the benchmark listed in column one.
Missed Op on Last Visit:
This column gives the count and percentage of patients who are
not up to date and who had a missed opportunity for vaccination
on the last visit on or before the evaluation date.
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The missed opportunities report lists all your organization’s patients who have missed
opportunities to be vaccinated. This report lists the patient’s first and last names, birth date, and
date of each missed opportunity by vaccine group.
Note: Missed Opportunities Assessment
Keep in mind, since ImmuNet is used for reporting immunization records, it only
identifies patients that had at least one immunization at their last visit, but missed an
opportunity to receive additional immunizations. The Missed Opportunities Assessment
in ImmuNet will not include any patients that were treated at your organization for any
other reason except vaccination purposes.
Benchmark Reports
Benchmark reports allow ImmuNet users to retrieve a list and count of patients who have met
an immunization benchmark or predefined series of benchmarks. The resulting report may be
viewed in ImmuNet, exported as a text file, exported as a spreadsheet or exported as a Portable
Document Format (PDF) file.
To generate a benchmark report, follow these steps:
1. Click on Benchmark Report under the Reports section of the menu panel.
2. Select the patient population to be assessed by clicking on one of the following:

Patients Associated with Selected Site: Choose this option to view immunization data
on all patients associated with the site selected from the drop down list at the right of the
dialog box.

Patients Residing in <City or County Name>: Choose this option to view immunization
data on all patients within a given city or county. This option is only available for city or
county organizations.

Patients Associated with <Organization Name> OR Patients Residing in <City or County
Name>: Choose this option to view immunization data on patients associated with your
organization and those residing within a given county or city. This option is only
available for city or county organizations.

All Patients Associated with <Organization Name>: Choose this option to view
immunization data on all patients associated with your organization.
3. Click one of the following to specify the patients to return on the report:
12.20

Patients who did NOT meet the benchmark: Choose this option to return a list of
patients who did not meet the benchmark(s) defined in the table.

Patients who DID meet the benchmark: Choose this option to return a list of patients
who met the benchmark(s) defined in the table.

All patients, regardless of whether they met the benchmark or not: Choose this option to
return a list of all patients meeting the criteria defined on the screen.
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4. Select the age, birth date range, or age range of the patients by choosing one of the
following:

Less than or equal to 72 months old: Choose this option to return all patients who are 72
months old or younger.

Birth date range: Choose this option to enter a range of birth dates. Enter the earliest
birth date in the first field and the latest birth date in the second field that you wish
included on the report, or use the calendar icons beside each field to enter the dates.

Age range: Choose this option to enter an age range. Enter the youngest age in the
first field, then use the drop down list next to it to choose days, months, or years. In the
Oldest Age field, enter an age and use the pick list to choose days, months, or years.
5. Select either the Standard Assessment or the Assess Patients with Sufficient Refusal
History as Covered option for the report by choosing the appropriate radio button. Selecting
the second option will return a benchmark report that counts patients with sufficient refusal
comments as being up-to-date.
Refusals of Vaccine
In order for patient refusals of vaccine to be calculated correctly on assessment and benchmark
reports, an appropriate Applies-to-Date must be entered for refusal comments on the Patient
Comments tab. Refer to the Manage Patients chapter of this manual for more information.
6. Select the report evaluation date by entering the date in the field provided or by using the
calendar icon to enter the date. No immunizations administered after the evaluation date will
be included in the report.
7. Select the benchmark(s) to be used on the report:

To select one or more single vaccine benchmarks within a single row, click the box
where the vaccine and the number of months intersect. For example, clicking the box
with “4” in it where “DTaP” and “@ 19 months” intersect will result in a report with this
benchmark included.

To select all benchmarks in a row, you may click on the first box in the row that indicates
“@ X months.”

To select benchmarks in a predefined series, select one of the 431, 43133, or 431331
combinations at the bottom of the table.
8. Press Generate.
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9. The Benchmark Report Status screen will display. Press Refresh occasionally to check on
the progress of the report. When the report is ready, click Benchmark, which will appear
underlined and in blue. Once this link is clicked, ImmuNet will display the benchmark report
at the bottom of the Benchmark Report Status screen. In addition, you may do one of the
following:

Click the Export as Text link to display the report in text file format.

Click the Export as a Spreadsheet link to display the report in a spreadsheet format.

Click the Display as a PDF link to display the report in Adobe® Reader.
Note: The size of your file is not limited when you choose to export the benchmark report as
text. However, to export as a spreadsheet, there is a limit of 65,535 lines. The information
message “file not loaded completely” will display to indicate that part of the report was
truncated. When the report is displayed as a PDF, the report will be limited to about 5,000 lines
(119 pages); if the report is more than 5,000 lines, a red error report banner will display.
Group Reports
The purpose of Group Reports is to run the Immunization History Report for a group of selected
patients. To run the report, complete the following steps:
1. Click on Group Patients under the Reports section of the menu panel.
2. To run for patients in a specific birth date range, click on the check box on the first line.
Enter a from birth date and to birth date in MM/DD/YYYY format.
3. To run for patients who have immunizations administered by one of your sites, click the
check box on the second line. Choose a site from the drop down list.
4. To run for patients who have an immunization in a specific date range, click the check box
on the third line. Enter a From and To date in MM/DD/YYYY format.
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5. To run for patients who have a particular insurer, click the check box on the fourth line.
Choose an insurer from the drop down list.
Note: You may combine any of the criteria in the above steps. The system selects patients who
fulfill all the criteria you specify.
6. Additionally, you may choose a sort order. Your two options are either by Last Name then
Age or by Age, then Last Name.
7. If you wish to start over, click the Reset button. The system erases all the criteria you
entered and starts with a fresh page. You may proceed to enter your criteria again.
8. When criteria are completed, click the Generate button. The system starts to generate the
report and takes you to the Check Group Status screen.
9. After the report finishes generating, the top line on the Check Group Status screen becomes
a hyperlink. Click on the hyperlink.
10. The system displays the report output in PDF format.
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Patient Reports
For all patients in ImmuNet, you may generate the following reports from the Patient Reports
Screen:




Vaccine Administration Report, DHMH Form 4500
Maryland 896 School Certificate
Immunization History Report
Immunizations Needed
Vaccine Administration Report, DHMH Form 4500
The Vaccine Administration Record displays demographics, contact information, and
immunization history for the selected patient. The responsible person’s and clinician’s
signatures can also be collected on this form. To generate the report, follow these steps:
1. From a patient’s Manage Patient screen or Manage Immunizations screen, press
.
2. At the Patient Reports screen, choose your org name under the “Additional Information”
column for the Vaccine Administration report.
3. Click on Vaccine Administration Report, DHMH Form 4500, which is underlined and in blue
text.
4. Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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5. To return to the Patient Reports screen, press the
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button on your browser.
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Maryland 896 School Report
The Maryland 896 School Report is the official Maryland form for recording student
immunization information required for school admission.
From a patient’s Manage Patient screen or Manage Immunizations screen, press
.
2.
At the Patient Reports Patient screen, click on Maryland 896 School Report, which is
underlined and in blue text.
3.
Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
Immunization History Report
The Immunization History Report displays demographics, contact information, and a detailed
summary of the patient’s immunization history. This report will typically be used as an official
school record. This report should be provided to parents and guardians, as requested. To
generate the report, follow these steps:
1.
From a patient’s Manage Patient screen or Manage Immunizations screen, press
2.
At the Patient Reports Patient screen, click on Immunization History Report, which is
underlined and in blue text.
3.
Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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.
4. To return to the Patient Reports screen, press the
button on your browser.
Immunizations Needed Report
The Immunizations Needed report displays demographics, contact information, immunization
history, and immunizations recommended by date according to the tracking schedule assigned
to the patient. This report can be provided to parents and guardians for their records and helps
to identify upcoming immunizations for their children. In addition, it provides a place for the next
appointment date and organization phone number. To generate the report, follow these steps:
1. From a patient’s Manage Patient screen or Manage Immunizations screen, press
2. At the Patient Reports screen, click on Immunizations Needed, which is underlined and in
blue text.
3. Once the report is generated, it will be displayed using Adobe Acrobat Reader®. Refer to
the Optimizing ImmuNet chapter in this manual for more information on Acrobat Reader®.
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.
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4. To return to the Patient Reports screen, you may close the Acrobat Reader® by clicking the
Back Button in the upper right corner of the Immunizations Needed Report window.
Reminder/Recall
From the Reports menu option, you may generate reminder and recall notices, which include
letters, mailing labels, and patient listings.
Note: Generation of reminder and recall notices
Reminder and recall notices can be generated for each patient, provided that the following
conditions are met:



The status is “Active” in the Patient Information Section for your organization.
The “Allow Reminder and Recall Contact?” indicator in the Patient Information Section is
“Yes.”
The patient has complete address information listed in the Address Information Section.
Reminder/Recall Requests
To select and submit reminder/recall criteria for patients, you will need to fill in the criteria on the
Reminder Request screen. Follow these steps to generate reminder/recall requests:
1. Click Reminder/Recall under Reports on the menu panel.
2. Patient Population: This section is available only to State and Local County Public Health
organizations. Users associated with these organizations can select patients based on their
specific organization or that are residing in a specific county by selecting one of the following
options:

To generate a reminder for all patients associated with your organization select the top
radio button.

To generate a reminder for all patients within your county, select the second radio
button. By default, inactive patients and patients not allowing reminders will be included
in this report.

You can click on the check the boxes to that appear on the right to exclude inactive
patients and/or patients who have requested that reminders not be sent to them.

To generate a reminder for both patients associated with your organization or residing in
your county, select the third radio button. By default, inactive patients and patients not
allowing reminders will be included in this report.
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
You can check the boxes that appear on the right to exclude inactive patients and/or
patients who have requested that reminders not be sent to them.
3. Tracking Schedule: ImmuNet only uses the tracking schedule recommended by the Advisory
Committee on Immunizations Practices (ACIP). Therefore, selecting to use the tracking schedule
associated with each patient or a uniform tracking schedule for all patients will be based on
ACIP recommendations.
4. Vaccine Groups: in the vaccine groups section of the screen:

Indicate whether you wish to include all vaccine groups in the
search criteria or if you wish to include only selected groups by clicking the appropriate
radio button.

If you choose to include only selected vaccine groups, select these groups by double
clicking a group or highlighting a chosen group and pressing ADD. Do this for each group
desired.

By selecting specific vaccine groups, you will limit the search to only those patients who
will be due/past-due for the selected immunizations. However, ImmuNet will provide a
list of all immunizations for which the selected patients are due/past-due.
5. School/Primary Care Provider: Choosing a school or primary care provider allows you to
narrow your search to only the patients assigned to a particular school or physician/clinic. If
you do not wish to specify a school and/or provider, leave these fields blank. These fields
can only be utilized if the organization created a list of schools and physicians to populate
the drop down boxes on the patient demographic screen and has selected data from these
fields in each of the patient’s records.
12.30

To choose a school, select a school name from the drop down list provided. Note that
these schools are maintained for each provider through the User Interface, using the
‘manage schools’ menu item.

To choose a primary care provider, select a physician or clinic name from the drop down
list provided.
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6. Additional Demographic Criteria: Entering a city and/or ZIP code will narrow your search to
only the patients associated with the entered geographical area. However, by entering a
county, you will expand your search to all patients who reside in the selected county. The
county option is only available to county public health organizations. If you do not wish to
specify a city, ZIP code, or county, leave these fields blank.

To enter a city, type the city name within the first field.

To enter a ZIP code, enter the five-digit number in the next field.

To enter a county, choose from the drop down list in the third field.
7. Date Criteria

Target Date Range: When a target date is specified, the report will include those patients
that are due/overdue for immunizations within the date range. To choose a target date
range, enter the beginning date in the “From” text box and the ending date in the “To”
text box in MM/DD/YYYY format, or use the calendar icon to select the desired dates.

These dates can range from the past to the future; therefore, you have the capability to
run a recall, reminder, or a combination of the two.

If either the “From” date or “To” date is unspecified for the Target Date Range, the
system will use the date that you run the report for that field.

If both the “From” and “To” dates are left blank, the system will find those patients who
are due or overdue as of the date that you run the report.

Birth Date Range: When a birth date range is specified, the report will return those
patients who have a birth date that falls within the range entered. To choose a birth date
range, enter the beginning date in the “From” text box and the ending date in the “To”
text box in MM/DD/YYYY format, or use the calendar icons to select the desired dates.

If the “From” date is unspecified for the Birth Date Range, the report will include the
oldest patients in the system.

If the “To” date is unspecified for the Birth Date Range, the system will use the date that
you run the report for that field.
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
Weeks Since Last Notice: When a number is entered in this field, the report will include
only those patients who have not received a reminder notice within the specified number
of weeks prior to the current date.
Note: Patients are shared between organizations; therefore, another organization may have
recently generated a notice for the patient.

Exclude Patients More Than: To exclude patients who are overdue and who may have
received several reminders already, provide a number of months from the drop down list
provided.

Exclude from: If excluding patients overdue for a certain number of months, indicate the
date from which patients should be excluded; choose either the current date or the
Target “From” Date (uses the date from the field at the top of the section) by clicking the
appropriate radio button. If no target date information is entered, patients will be
excluded from the date the report was run.
8. Sorting Criteria: This section allows you to specify how the data will be sorted. If a sort order
is not specified, ImmuNet will sort the report results first by the patient’s last name in
ascending order (A to Z), then by the first name in ascending order.



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Sort 1st By: Choose a primary information field by selecting from the drop down list
provided.
Ascending/descending order: Choose how the primary field is sorted; choose either
ascending (A to Z) or descending (Z to A) order from the drop down list.
You may, if desired, complete additional ordering sequences for the second through
fourth sorts.
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9. Generate the report: Press the Generate button. Depending upon the number of patients
associated with your provider organization, it may take five minutes or more to generate the
data for the various reports. While the data is being generated, the Request and Output
status page indicates the percentage of completion. Periodically press Refresh to update
the status.
Note: Waiting for reminder requests
Once you reach the Reminder Request Status screen, it is not necessary to stay at this
screen while your report is being created. You may go anywhere in ImmuNet while the
report is generating and may return to the status screen by clicking on the Check
Reminder Status link under Reports on the menu panel. Likewise, you may close out of
ImmuNet and return to the status screen by clicking on the Check Reminder Status link
after logging in again.
Summary Screen
When the report is complete, you may click on the blue underlined date to go to the Reminder
Request Process Summary screen. The Summary screen lists the number of patients involved
in the search and the criteria that were used to define the search. From the Summary screen,
you may create various reminder output options.
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Last Notice Date Options
On the bottom of the Reminder Request Process Summary screen, you have the option of
resetting the last notice date, which will affect future reminder/recall notices generated using this
information. Your options on the last notice date table include:
1. Set the last notice date to today’s date. This is the default option and is indicated by a check
mark.
2. Set the last notice date to reflect the previous last notice date for all patients eligible for this
reminder by pressing Revert Eligible. Use this option if you choose not to have the current
report generation reflected in the Last Notice Date option on the Reminder Request screen
for the recipients of this reminder.
3. Set the last notice date to reflect the previous last notice date for all patients immunized by
your organization by pressing Revert All. Use this option if you choose not to have the
current report generation reflected in the Last Notice Date option on the Reminder Request
screen for all patients immunized by your organization.
4. Press Cancel to return to the Reminder Request Status screen.
Reminder/Recall Output Options
The Reminder Request Output Options table, found on the Reminder Request Process
Summary screen, allows you to choose how you would like to use the data from your query.
Reminder Letters
The letter output option allows you to generate a standard form letter for the parent/guardian for
each patient returned on your query. The letter allows room at the top for your organization’s
letterhead. The body of the letter includes the patient’s immunization history, recommended
immunizations and due dates. There are up to two lines for free text and/or a telephone number.
To generate Reminder Letters, follow these steps:
1. Under the Additional Input column or the Letter section of the table, enter:
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
A report name in the appropriate field, if desired. If a report name is not indicated, the
report will simply be named “Reminder Letter” on the Reminder Report Status screen

Additional information in the Free Text field, if desired. You may include a maximum of
400 characters in this field. Any information entered in this text box will be presented as
the closing for each of the letters generated in your report.

A telephone number in the appropriate field, if desired. If a telephone number is entered
in this text box, then the number will be presented in the closing for each of the letters
generated in your report.
2. Click on Reminder Letter, which is underlined and in blue text.
3. Your report will be listed on the Reminder Request Status screen; the bottom table shows
the name of the request, the date and time it was started, and the status of the request.

You have the option of moving to other portions of ImmuNet or using other functions of
your computer while you are waiting for your letters to process. To return to check the
progress of your request, press Check Reminder Status under Reports on the menu
panel.

If you choose to stay at the Reminder Request Status screen while your request is
processing, press Refresh occasionally to check the status.
4. Once the status says Ready and the report name is underlined and appears in blue, your
letters are ready to be viewed. Click on the report name to view or print the letters in Adobe
Reader®.
5. To print the letters, press the printer icon on the Adobe® toolbar. Press OK in the Print
dialog box.
6. To print additional output, press the BACK button on your browser. At the Reminder
Request Status screen, click on the underlined reminder request (top table) to return
to the Reminder Request Process Summary screen.
Mailing Labels
The labels output option produces 30 labels per page on Avery Mailing Labels #5160. To
generate mailing labels, follow these steps:
1.
2.
Click on Mailing Labels, which is underlined and in blue text.
Your request will be listed on the Reminder Request Status screen; the bottom table shows
the name of the request, the date and time it was started, and the status of
the request.
 You have the option of moving to other portions of ImmuNet or using other functions of
your computer while you are waiting for your labels to process. To return to check the
progress of your request, press Check Reminder Status under Reports on the menu
panel.
 If you choose to stay at the Reminder Request Status screen while your request is
processing, press Refresh occasionally to check the status.
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3.
Once the report name is underlined and appears in blue text, your labels are ready. Click on
the report name to view or print the labels in Adobe Reader®.
4.
To print the labels, press the printer icon on the Adobe® toolbar. Press OK in the Print
dialog box.
5.
To print additional output, press the Back button on your browser. At the Reminder
Request Status screen, click on the underlined reminder request (top table) to return to the
Reminder Request Process Summary screen.
Patient Query Listings
The Patient Query Listing displays contact information for those patients identified as being
due/overdue in the Reminder/Recall output in a report format. This report lists every patient that
was returned in the report query process. To generate a Patient Query Listing, complete the
following steps:
1. Click on Patient Query Listing, which is underlined and in blue text.
2. Your request will be listed on the Reminder Request Status screen; the bottom table shows
the name of the request, the date and time it was started, and the status of the request.

You have the option of moving to other portions of ImmuNet or using other functions of
your computer while you are waiting for your report to process. To return to check the
progress of your request, press Check Reminder Status under Reports on the menu
panel.

If you choose to stay at the Reminder Request Status screen while your request is
processing, press Refresh occasionally to check the status.
3. Once the report name is underlined and appears in blue text, your report is ready. Click on
the report name to view or print the report in Adobe Reader®.
4. To print the report, press the printer icon on the Adobe® toolbar. Press OK in the Print dialog
box.
5. To print additional output, press the Back button on your browser. At the Reminder Request
Status screen, click on the underlined reminder request (top table) to return to the Reminder
Request Process Summary screen.
Creating Custom Letters
In addition to the standard letter, ImmuNet allows users to create and store up to three custom
letters to be used for reminder/recall. To create a new custom letter, follow these steps.
1. Click on Manage Custom Letter under Reports on the menu panel.
2. Click the underlined New Custom Letter link.
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3. At the Create New Custom Letter screen, enter the following:

Top Margin: Choose the number of blank lines you would like at the top of the letter
from the drop down list provided. These blank spaces will leave room for your office
letterhead to show up on each letter generated from the report.

Include Patient Address: Check the box to include the patient’s address at the top of
the letter.

Salutation: Enter a greeting, then choose a name option from the drop down list
provided.

a.
If name is chosen, the name of the patient will show up after the salutation.
b.
If responsible person is chosen, the letter will read <salutation> Parent/Guardian of
<patient name>.
Paragraph 1: In the field marked “First Part”, enter desired text. If you wish to include a
name within the paragraph, enter text up to the mention of the name ending with a single
space. Next, choose the name you would like to appear within the paragraph from the
drop down list (either parent/guardian, patient name, or no name). In the field marked
“Second Part”, continue to enter the rest of the text. If you do not wish to include a name,
you may enter all of the first paragraph text in the field marked “First Part” and select “no
name” from the name drop down list.
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

Immunization History: Check the box to include the patient’s immunization history in
the letter.
Paragraph 2: Enter more text in this field, if desired.

Immunization recommendations: Check this box to include the
immunizations recommended for the patient in the letter.

Paragraph 3: Enter text in this field, if desired.

Closing: Enter a closing word or statement in this field. If you wish to include your
provider organization’s name and/or telephone number after the closing,
check the appropriate box(es).

Name and Save the Custom Letter: Enter a name for the letter in the field provided.
When the letter is complete, press Save.
Generating Custom Letters
The custom letter output option allows you to generate a customized letter for each patient
returned on your query. To create a new custom letter, refer to the “Creating Custom Letters”
section of this chapter. To generate a custom letter from the Reminder Request Process
Summary screen, follow these steps:
1.
Click the link with the name of the custom letter. The letter will begin generating immediately.
2.
Your report will be listed on the Reminder Request Status screen; the bottom table shows
the name of the request, the date and time it was started, and the status of the request.

12.38
You have the option of moving to other portions of ImmuNet or using other functions of
your computer while you are waiting for your letters to process. To return to check the
progress of your request, press Check Reminder Status under Reports on the menu
panel.
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
If you choose to stay at the Reminder Request Status screen while your request is
processing, press occasionally to check the status.
3. Once the report name is underlined and appears in blue, your letters are ready. Click on the
report name to view or print the letters in Adobe Reader®.
4. To print the letters, press the printer icon on the Adobe® toolbar. Press OK in the Print dialog
box.
5. To print additional output, press the Back button on your browser. At the Reminder Request
Status screen, click on the underlined reminder request (top table) to return to the Reminder
Request Process Summary screen.
Vaccines for Children (VFC) Reports
The VFC Report details the number of patients that are vaccinated by your organization for
each VFC eligibility type for a specified date range. To generate a VFC Report, follow these
steps:
1.
Click Request VFC Reports under the Reports section of the menu panel.
2.
Select the organization name from the drop down list.
3.
Enter a From date under the Report Date Range using the MM/DD/YYYY format.
4.
Enter a To date under the Report Date Range using the MM/DD/YYYY format.
5.
Choose a type of VFC Report to run. You have two choices:
 The Age Group report displays a summary of doses by VFC eligibility and four specific
age ranges: < 1 year of age, 1-6 years of age, 7-18 years of age, and older than 19
years.
 The Vaccine Group report displays a summary of doses by VFC eligibility and vaccine
groups.
6.
Press Generate Report.
7.
The form displays in Adobe® Reader.
8.
To print the report, press the printer icon on the Adobe® toolbar.
9.
Press OK in the Print dialog box.
10. To return to the Vaccines for Children Report Criteria screen, press the Back button on
your browser.
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Understanding the Vaccines for Children Report by Vaccine Group
The following section explains the rows and columns within the VFC report. The report only
displays vaccines administered by your organization.
The VFC Report by Vaccine Group in IMMUNET is a required monthly report (Doses
Administered) for the VFC Program.
The columns on the report break down the vaccines administered by VFC eligibility.
Column
Vaccine
Description
Lists the vaccines that were used by your organization during the
date range entered for the report.
Medicaid/Medicare
The immunization is associated with a patient whose record
indicates “Medicaid/Medicare Managed Care”.
Uninsured
The immunization is associated with a patient whose record
indicates “Uninsured”.
American Indian
The immunization is associated with a patient whose record
indicates “American Indian/ Alaskan Native”.
Underinsured
The immunization is associated with a patient whose record
indicates “Underinsured”.
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Total # of VFC Eligible
The total count of immunizations provided to VFC Eligible Doses
Administered patients at your organization.
Total # of Non-VFC Eligible The total count of immunizations given to Non-VFC Eligible Doses
Administered patients at your organization.
Total # of Healthy Kids
The total number of immunizations administered to Administered
patients participating in Health Kids program.
Sub column
Total by VFC Eligibility
Description
The total cells in the bottom row of the report represent the total
count of immunizations for the given VFC eligibility.
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Understanding the Vaccines for Children Report by Age Group
The following section explains the rows and columns within the VFC report. The report only
displays vaccines administered by your organization.
The rows on the report break down the immunizations and patients by age in years. A patient
who receives a vaccination when he or she is six years and 11 months old will be included in
the 1-6 age group.
Row
<1
Description
This row includes doses given to patients who were under one year of age at the
time the dose was administered.
1-6
This row includes doses given to patients who were from one to six years of age
at the time the dose was administered.
7-18
This row includes doses given to patients who were from seven to 18 years of
age at the time the dose was administered.
19+
This row includes doses given to patients who were 19 years of age or older at
the time the dose was administered.
Annualized
ImmuNet computes annualized estimates by using actual immunization and
patient counts in each age group, applying a multiplier to estimate a yearly
amount. For example, if a report was run for 01/01/2006 to 01/31/2006, the
number in the annualized row will be roughly 12 times the actual counts.
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The columns on the report break down the immunizations and patients by VFC eligibility.
Column
VFC Eligibility Unknown
Description
The immunization is associated with a patient whose patient
record indicates “VFC Eligibility Unknown”.
Not VFC Eligible
The immunization is associated with a patient whose record
indicates “Not VFC Eligible”.
Medicaid/Medicare
The immunization is associated with a patient whose record
indicates “Medicaid/Medicare Managed Care”.
Uninsured
The immunization is associated with a patient whose record
indicates “Uninsured”.
American Indian
The immunization is associated with a patient whose record
indicates “American Indian/ Alaskan Native”.
Underinsured
The immunization is associated with a patient whose record
indicates “Underinsured”.
Healthy Kids
The immunization is associated with a patient whose record
indicates “Healthy Kids”.
Sub columns
Imms
Description
This sub-column counts the number of immunizations given to
patients within each VFC eligibility category for the specified date
range.
Distinct Patients
This sub-column counts the number of distinct patients associated
with the immunizations given within each VFC eligibility category
for the specified date range. (e.x.,A single patient who received
three doses would contribute +3 to the Imms column but only +1
to the Distinct Patients column.)
Totals include counts by VFC eligibility, age group, and grand total.
Total Field
Total by VFC Eligibility
Sum of Immunizations
Reports and Forms
Description
The total cells in the bottom row of the report represent the total
count of immunizations or distinct patients for the given VFC
eligibility, regardless of the age at which the dose was
administered.
The second-to-last column of the report shows a count of the
number of immunizations given in each age category, regardless
of VFC eligibility.
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Comprehensive Clinic Assessment Software Application (CoCASA) Extracts
Note: This section of the user manual is only for users with role of Administrative User (Public
Health) in ImmuNet.
The Comprehensive Clinic Assessment Software Application (CoCASA) is a tool provided by
the Centers for Disease Control and Prevention (CDC) for assessing immunization practices
within a clinic, private practice, or any other environment where immunizations are provided.
IMMUNET is able to extract your organization’s immunization information and save it in a format
that may be used to import into CoCASA for analysis. Administrative (Public Health) users must
gain Soft-access to the specific organization prior to running the CoCASA extract. For
instructions on gaining Soft-access, please refer to the AFIX/CoCASA Training Handout. To
perform an extract of information for CoCASA, follow these steps:
1. Click on the CoCASA Extract menu item under Reports on the menu panel.
2. Enter a Common Review Date in the MM/DD/YYYY format or click on the calendar icon to set
the date. This date is known as the “as of” date in CoCASA.
3. Enter the minimum age the patient must be on the common review date by entering a
number and choosing days, months or years from the drop down list. This field defaults to 0
months.
4. Enter the age the patient must be under on the common review date by entering a number
and choosing days, months, or years from the drop down list. This field defaults to 36
months.
5. If a city or county organization, choose the appropriate radio button to report on (this section
is not available for private organizations):
12.44

Only those patients associated with your organization.

Only the patients within your city or county.

Both patients within your organization and in your city or county.
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If you choose the second or third radio button, select the desired city or county(s) by double
clicking a county name or by highlighting a chosen county and pressing Add. Do this for
each city or county desired.
Note: Only county organizations running an extract on themselves would have the county
option. Otherwise, Administrative (Public Health) users can only run the extract on the
active patients for the organization that they are soft accessing.
6. Press OK.
7. A screen will display instructing you to check the status of the extract by going to the Check
Request Status screen.
8. Click on Check Request Status under Reports on the menu panel. You may click the
Refresh button at any time to update the status of the report. You have the option of moving
to other portions of IMMUNET or using other functions of your computer while you are
waiting for your download to process. To return to check the progress of your download,
click Check Request Status on the menu panel.
When your extract is complete, it will appear in the status table underlined and in blue text.
9. Double click the name of the underlined CoCASA file. In the File Download box, press RUN.
You may get a security warning from Internet Explorer. If the security window pops up, press
RUN again. Your extract file will save on your computer’s desk top. It will be named cocasa
###.txt and stored as a text document.
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Importing a Text File into CoCASA
To import your text file into the CoCASA program, follow these steps:
1. Open your CoCASA program.
2. Select Import from the File menu, then select Import Using Template.
3. In the template window, choose “Maryland” from the scroll-down list. Press OK. Your import
fields will automatically populate on the template screen.
4. In the Age Range section of the import window, enter the same age range that you used in
ImmuNet when creating your extract. Make sure to click the correct radio button for months
or years. Also, be sure to enter the correct date in the “as of” field. This date will be the
Common Review Date you entered into ImmuNet when you created your extract.
5.
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Next, at the File Name field, click Browse to locate your newly created CoCASA text file
(.txt)
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6.
Lastly, name the assessment in the assessment field at the bottom of the screen, then click
the Import button
a. LHD’s should name the assessment the same way you would normally name any
other assessment in CoCASA: county# - last 2 #s for the year-org name (e.g.,
(21-09-Healthy Peds)
b. Some records may not be able to import into CoCASA because of errors in
IMMUNET data entry or because CoCASA does not accept it (ex. Synagis). If
there are any errors during importing, an error report will generate for your
viewing in text file format. To identify the vaccines rejected, refer to the CVX
code list maintained by the National Center for Immunization and Respiratory
Diseases (NCIRD).
http://www.cdc.gov/vaccines/programs/iis/stds/cvx.htm
7. Click the Close button to exit the import window. You now are able to select the
assessment you have uploaded from ImmuNet and run CoCASA reports as you normally
would.
Note: CoCASA extracts may take more than 20 minutes to download, depending on the size of
your organization. Instead of waiting on the status screen for the download to complete,
you may work with other features in ImmuNet and even log out while the file is
downloading. To return to the status screen, press Check Request Status.
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