Edit procedure details

An Oracle Health Immunization Management administrator or healthcare worker can edit the recorded details of a procedure if necessary. For example, you may realize you made a mistake and need to change the lot number you originally entered for a vaccine.

Note:

You can only edit the details of patients seen in the locations assigned to you. Some patient details can include vaccine details from previous procedures. As long as that information did not come from an outside source (for example, Australian Immunization Registry [AIR] for an Australian patient), you can edit the Previous Procedure details. If you see a previous procedure with a source of EXTERNAL - SENT BY AIR, you cannot edit those details.

To edit procedure details:

1. Select the Patient tab from the banner.
2. Locate the patient you need to find and select the name from the list.
3. To edit the patient details, for example, name, date of birth, gender, insurance (including the Individual Healthcare Identification [IHI] number), contact information, address, or notes, select Edit Patient from the top of the page and make the necessary changes.

   Note:

   If you need to add or edit the patient insurance or IHI number, select Add to open the Add Insurance/IHI dialog box. For Type, select Medicare or Individual Healthcare Identifier from the drop-down list. For Identification Number, enter the 16-digit IHI number or the Medicare number. Select Add to add it to the patient details. You can select Edit from the Insurance/IHI row to edit these details at any time. (Oracle Health Immunization Management validates that you did not enter a number that ends in 0 [zero].)
4. Select Apply Changes when done editing those patient details. The system returns to all the details for the patient.
5. Scroll down to the Notes section. If necessary, select Add Note to open the Add Note dialog box. Select Internal or Patient from the Note Category drop-down menu. Enter a note title, details on the note, and select Add Note.
6. Scroll down to the Relationships section. If you need to add details on a relationship to the patient (for example, a parent or guardian), select Add Relationship to open the Add a Relationship dialog box. Enter the name, date of birth, gender, insurance (for example, Individual Healthcare Identification [IHI] number), contact information, and address. Select Next, review the details, and select Add Relationship.
7. Scroll down to the Upcoming Appointments section. If necessary, select the Actions (ellipsis) icon and select Reschedule, Send Confirmation, or Cancel, depending on what you need to do for the patient appointment. For more details on scheduling an appointment, see Schedule an appointment for a patient.
8. Scroll down to review any upcoming appointments or surveys.
9. Scroll down to the Previous Procedures section to see a list of previously performed procedures. If necessary, use the Search field to search for a particular procedure. For example, select the vaccine, disease, and date range from the appropriate fields. The table lists the vaccine, disease, dose, manufacturer, date administered, and source. Select View Details from the row with the vaccine details you need to view. This opens the Procedure Details dialog box with tabs for the Outcome, Product, and Administration.
10. If the procedure did not come from an outside source (no EXTERNAL label), select Edit and do one or all of the following:
    • From the Outcome tab, make any necessary changes to the fields. For example, you may see Procedure Outcome or Notes fields. Select Save Procedure when done.
    • From the Product tab, make any necessary changes to the fields. For example, you may see Procedure Type, Manufacturer Name, Manufacturer MVX, Product Name, Disease Name, Dose Number, Dose, Lot Number (up to 15 alphanumeric characters), Lot Expiration Date, or Constitution Date fields. Select Save Procedure when done.

      Note:

      The system checks for valid lot numbers. If you added or changed a lot number, you must enter a valid one or you cannot save your changes.
    • From the Administration tab, make any necessary changes to the fields. For example, you may see Administered Route or Administered Date fields. Select Save Procedure when done.

    Note:

    The system automatically sends the updated information to AIR. For example, if you change the procedure outcome (administered), administered on date, product or disease name, vaccine code, or lot or batch number, Oracle Health Immunization Management sends the details to AIR. But, if you experienced network issues or need to manually send the changes, select Resend to AIR. You see a success message at the top of the page.
11. Review any past or canceled appointments.