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Frequently Asked Questions
Click on a question below to jump to the answer.
Patients
How do I add a new patient?
How do I manage my patient population? (Org/Fac, Active/Inactive/Deceased Status)
A patient was accidentally marked as "Deceased". How do I fix it?
How do I report duplicate patients?
Vaccinations
How do I add a new vaccination for a patient?
How do I view a patient's vaccination forecast?
How do I add special considerations (contraindications, exemptions, precautions) for a patient?
Orders/Transfers/Returns
How do I create an order?
How do I receive an order?
How do I add/modify an order set?
How do I create a transfer?
How do I receive a transfer?
How do I return a vaccine?
Inventory Management
Coming Soon!
How do I reconcile the inventory?
How do I add/edit a lot number?
User Management
How do I search for a user?
How do I add a new user?
How do I add or update my email address (in Personal Settings)?
How do I add a new user?
How do I add or remove user permissions?
How do I modify Keycloak Single Sign-On (SSO) roles for a user?
Organizations/Facilities
How do I add a facility?
How do I add an organization?
How do I move a facility from one organization to another?
