After enabling the Vaccination: Automatic Scheduling of Second Dose plug-in and following the steps outlined below, when patients’ tickets are scanned at a check-in station, they will automatically be scheduled for their second dose a specific number of days in the future.
Important: To use automatic second-dose scheduling, the first- and second-dose clinics must be in the future. Automatic scheduling will not work if the first-dose clinic has already taken place.
To create the events
Prior to setting up automated second-dose scheduling, the first-dose and second-dose events must be created and the events must share one or two things in common.
- The events must have the same timeslots, with the same quotas. For example, if the first event has timeslots at 9:00am, 9:30am, and 10:00am, with 10 appointments in each timeslot, the second dose event should have the same timeslots with 10 appointments in each timeslot.
Note: If a patient is automatically scheduled for a timeslot that is full in the second-dose event, the solution will automatically push them into the next available timeslot.
- You must complete the procedure Link Products with Different Names (below) OR the product names must be identical for the two events. If you want the two events to have identical names, they must meet these requirements.
- The products should not reference the first or second dose.
- The first-dose event can have voucher codes enabled, but the second-dose event cannot.
Important: For both events, ensure test mode is turned off and the events are marked as live.
To enable the plug-in
- On the upper left, click your login email and, in the list, click your organization.
- On the left, click Events. The Events page opens.
- Locate the first dose event and , on that row, click Open event dashboard. The Event dashboard opens.click the name of it.
- On the left, click click Settings. The Settings The Settings page opens.
- On the left, in the Settings the Settings menu, click click Plugins. The page opens to the Features the Features tab.
- Toward the bottom, to the right of Vaccination: Automatic Scheduling of Second Dose, click Enable.
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- On the upper left, click your login email and, in the list, click your organization.
- On the left, click Events. The Events page opens.
- Locate the event and, on that row, click Open event dashboard. The Event dashboard opens.
- On the left, click Settings. The Settings page opens.
- On the left, in the Settings menu, click Vaccination Scheduling. The Vaccination Scheduling page opens.
- To notify the patient about their second dose, select the Send Email if Second Dose has been Scheduled check box.
- If appropriate, edit the Email Subject and include any placeholders located below.
- If appropriate, edit the Email Body and include any placeholders located below.
- Click Save.
Set the Second Dose Schedule
On the upper left, click your login email and, in the list, click your organization.On the left, click Events. The Events page opens.
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To set the second dose schedule
Locate the event and, on that row, click Open event dashboard. The Event dashboard opens.- On the left, click Products. The Product page opens.
- Locate and click the product name. The Modify Product page opens.
- Near the top, click Additional Featuressettings.
- Toward the bottom, for Scheduling of Second Dosesecond dose: Number of Daysdays, enter the number of days after the first vaccination that you want the second dose to be administered.
- Next, locate Scheduling of Second Dosesecond dose: Event Series to Choose Date Fromseries to choose date from and choose the event at which the second dose will automatically be scheduled.
- Click Save.
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To link products with different names
Linking products with different names allows you to identify medications in a way that reflects the event. For example, you might want to link medications such as “Pfizer 1st Dose” and “Pfizer 2nd Dose”.
- On the left, click Products. The Products page opens.
- Locate the product you want to schedule as the second dose and, on that row, select and copy the product ID number. For example, 1734.
- Next, click the name of the product you want to schedule as the first dose. The Modify Product page opens.
- Click the Additional settings. tab
- For Scheduling of second dose: Number of days, enter the number of days after the first dose is administered that you want to schedule the second dose.
- For Scheduling of second dose: Product name for second dose, enter the Product ID Number that you copied in step 2.
- If administration of the second dose is scheduled as a separate event, for Scheduling of second dose: Event series to choose date from, locate and select the date in the menu.
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