Vaccine Certificate Feature
Target release | 3.0.X and 3.1.X |
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Epic | TBD |
Document status | DRAFT Version 3 Updated 5/20/2022 |
Document owner | @Cathy Allison |
Designer | Cathy Allison |
Tech lead | Jevon Maynard |
QA | Shauna Corsaro |
Objective
Add a Vaccine Certificate option that can be printed from the Order Screen or the Cashier Screen when a qualifying vaccine product is purchased. This certificate should follow the USDA guideline, and allow a technician to add in the label information from the Order screen. This information should then backflow to the Medication section of the patient record.
Success metrics
Goal | Metric |
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Simplify Vaccine Certificate | Certificate will print automatically from the Order screen or Cashier screen. |
Simplify Vaccine Reminder Linking | Add an option to link reminders from the Product screen |
Clean up Medical Record Tab on Product Setup | Remove outdated text, rearrange, and add new options to support the Vaccine Certificate |
Create new Vaccine Certificate System Report | Add the Java beans necessary for all patient data, pharmacy data, and prescription data to support a customized version of the report. |
Add options to fill out Vaccine Certificate through the system | Certificate can be filled out on the Patient Record or the Order Management screen. |
Assumptions
Users will want to print this during the order process via the Order Screen or Cashier Screen, but may also want to print it during the course of the Episode via the current Vaccine workflow in Medication.
The USDA standard will be sufficient for most states legal requirements, and for international travel.
Vaccines are either 1 year or 3 year, and not any other options.
Vaccine Certificate cannot be modified after the Order Item is Approved. A user will need to Unapprove to make any further changes.
If the Vaccine Certificate form has not been completed (flagged as deficient) the Order will be locked out from Close.
Milestones
May 18, 2022: Rough outline of this feature request compete
May 19, 2022: Initial presentation to MU for this feature
May 19, 2022: Second draft of feature request complete
May 20, 2022: Third draft of the feature request complete
July 11, 2022: Added to sprint for planned version 3.1.1, Jira tickets created
Requirements
Requirement | User Story | Importance | Jira Issue | Notes |
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Vaccine Report Feature |
| High | This is a Jira story that is a child to the Patient Medication Epic | |
Changes to Product Setup Screen: Add Vaccine Options | As the hospital product manager, I want to be able to flag a vaccine to create a certificate. | High |
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Changes to Product Setup Screen: Quick Link Product Reminder | As a hospital product manager, I want to be able to quickly add an existing reminder to a product. | Medium | Lowest priority ticket | |
Changes to order Management Screen | As a veterinary tech, I want to be able to fill out the Vaccine Certificate when I add the item to the patient’s bill, and the option to print it. | High |
| |
Changes to Cashier Screen | As a Cashier, I want the option to print the Vaccine Certificate along with the patient bill. | High |
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Changes to the Patient Record: Medications Section | As a veterinary tech, I want to be able to fill out the Vaccine Certificate when I add the item to the Episode via the Medication section, and the option to print it. | High |
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Changes to the Patient Record: Vaccine History Report | As a client coordinator, I want to be able to print out only the most relevant information from the vaccine history. | Medium |
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Changes to the ID/Tag Type Setup Screen | As a veterinary tech or cashier, I would like the patient’s microchip number to import automatically. | Low |
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Database Changes to Support Vaccine Certificate | As a client coordinator, I need to ensure that the Vaccine Certificate is a permanent record in the database for legal purposes. | High |
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New Jasper Vaccine Certificate Report | As a veterinary tech or cashier, I would like this report to be a Java bean based system report that I can customize. | High |
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Vaccine Report on Hospital Portal | As a client, I would like to be able to print the vaccine certificate on demand from the Hospital Portal. | Medium | Depending on New Jasper Vaccine Certificate Report |
User interaction and design
Out of Scope
Custom reports based on individual state laws or layout preferences. The USDA requirements will be met, but any additional state requirements may need a custom report.
Filling out the Vaccine Report from the Prescription Fill screen. If users are adding this product as a prescription, it should be done as a Dispensary item on the patient record.
Support for label printing - this system report will be designed for standard letter paper
Support for linking to multiple reminders (possible future enhancement)
Display of all linked reminders (possible future enhancement)