Global Immunizations, Global or Local Requirements

Immunizations are always “global”. In other words they may be set for all locations at once. Other date based Requirements, such as an Annual Physical date, may be either “global” or “local”. If you have just a single location the only difference is the order in which they appear. Global items appears before local ones on the child (or employee) Immunization & Requirements screen. If you have multiple locations you may “expose” global items to particular locations only while local items are unique to their individual school.

Getting There

1. From the Procare Home screen click Configuration > System.
2. Go to Data Management > Immunizations & Requirements > dbl-click either Global Child Immunizations & Requirements or Local Child Requirements.

Edit an Existing Immunization or Requirement

Just dbl-click the name of the item, like Varicella, make any necessary changes then click Save > Exit.

Add an Immunization or Other Requirement

1. Click New.
   1. Enter a Name for this item.
   2. For “global” items choose whether it is an actual Immunization or some other Requirement from the Category list. (For “local” items Requirement will be pre-selected for you.)
   3. Type a Tool Tip (optional) if this item requires further explanation.
   4. Enter the Schedule for this item. This means the period when each vaccination or other requirement is due.

   d1. Click the first (blank) line and choose whether this first occurrence is due at so many “months of age” or so many “days after enrollment”. For example it may initially be due at birth (0 months), 1 month, 6 months, etc. Or, perhaps it is paperwork due 30 days after enrollment. Enter the appropriate number and click the small Save button.

   d2. If this item is due two or more times click the second (blank) line and choose whether it is due so many “months later” or “every (so many) months”. Enter the appropriate number and click the small Save button. Repeat this step until all required occurrences have been scheduled.

   5. Click Save > Exit. To add more items click New and repeat above.
2. If this is a “global” item use the Expose button to choose the locations to which it is exposed.
3. Use the Up & Down arrows to change the order as needed then click Save > Exit.

Next: Enter Immunizations Dates and Exemptions for a child.



tags: physical due, physical date