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Kareo Help Center

Add a New Vaccine


Navigate to Patient Chart / Immunizations

  1. Enter the first 2–3 letters of the patient's name in the top search box.
  2. Click to select the patient from the auto-populated results. The patient's chart opens.
  3. Click Immunizations in the left menu. The Immunizations page opens.

Add a New Vaccine

  1. Click + Vaccine at the top right.  A details page opens.
  2. Click Administer new.
  3. Enter information for administering the vaccine and click Save when finished.
    1. Vaccine: Start typing the immunization; a list will appear from which to choose.
    2. Type: Select the Type from the drop-down menu.
    3. Brand: The brand is auto-populated based on the Type selected; if there is more than one brand, additional brands can be selected from the drop-down menu. The Mfr (manufacturer) is auto-populated based upon the Brand entered.
    4. Generic: Auto-populate based upon the previous three fields.
    5. Ordered: Auto-populates with the current date and time; select a different date if desired.
    6. Recorded: Auto-populates with the current date and time; select a different date if desired.
    7. Dose: Enter the dosage administered. Units  and Route  fields are auto-populated based on the vaccine selected.
    8. Site: Select the location of the injection from the drop-down menu.
    9. Number on Series: If the vaccine is a multi-part series, indicate which number of the series is being administered.
    10. Lot #: Enter the vaccine lot number as stamped on the label.
    11. Expiration: Select the Month/Year for the expiration of the vaccine as stamped on the label.
    12. Consent obtained: Indicate whether consent for the administration was verbal or written.
    13. Administered by: Select who administered the vaccine from the drop-down menu.
    14. Service Location: Select the practice location where the vaccine was administered.
    15. Provider: Select the provider who ordered the vaccine from the drop-down menu.
    16. VIS Date: Select the date of the Vaccine Information Statement.
    17. VFC Financial Class: Select the Vaccine For Children financial class from the drop-down menu.
    18. Comments: Type any notes, if desired.