immtrac2 - dshs.state.tx.us€¦ · this presentation provides a review for school-based nurses on...
TRANSCRIPT
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ImmTrac2Texas Immunization Registry
Schools Training: Full Access Provider Users
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Welcome
ImmTrac2 Schools Training
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Resources
• DSHS website: www.immunizetexas.com
• Click ImmTrac Registry & go to ImmTrac2 webpage
• Health Service Regions & Local Health Depts.
• Staff are trained to provide support
• ImmTrac Customer Support
• Email: [email protected]
• Phone: 1-800-348-9158
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System Requirements
Reliable Internet access:
• High-speed connection preferred
Minimum software requirements:
• Microsoft® Internet Explorer, version 11.0 or higher, and Edge
• Windows® 7, 8, or 10
• Acrobat Reader® 6.0 or higher
NOTE: Confirm that your IT network and security settings allow secure access to:
https://Immtrac.dshs.texas.gov
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Texas Immunization Information System (1 of 2)
• Confidential web-based information system
• Provides consolidated immunization information for children & adults
• An opt-in system specific to residents of the state of Texas
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Texas Immunization Information System (2 of 2)
Allows school-based nurses to:
• View and add clients & immunizations
• Forecast vaccines due
• Print official immunization records
• Produce recall/reminder notices
• Reset own password for access
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Help Resources
User Manual
Customer Support: 1-800-348-9158
Fax: 512-776-7790
Email: [email protected]
Online Help
Webinars (Live and Pre-recorded)
Self-guided video training
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Purpose
This presentation provides a review for school-based nurses on how to:
• Log in & reset your password
• View & edit client records
• View & edit immunization records
• Print the Official Immunization Record
• Create lists of students
• Access Texas school-compliance schedules
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Logging In
ImmTrac2 Schools Training
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Logging In (1 of 3)
• Users are assigned ONE user account.
• The user account can access one or many provider locations, or Organizations.
• Users must have three codes to log in:
• Org Code
• Username
• Password
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Logging In (2 of 3)
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Logging In (3 of 3)
• The Confidentiality Statement displays.
• Click the “I Agree” button to access ImmTrac2.
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Log In Issues (1 of 5)
Incorrect information prompts a validation error message to display.
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Log In Issues (2 of 5)
After three unsuccessful attempts, users are redirected to the password recall screen.
CAPTCHA Image
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Log In Issues (3 of 5)
Users have three more opportunities to log in with the CAPTCHA image.
CAPTCHA Image
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Log In Issues (4 of 5)
After three more unsuccessful attempts, the reset password screen displays.
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Log In Issues (5 of 5)
Click the Forgot Password button at any time to display the reset password screen.
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Password Reset
ImmTrac2 Schools Training
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Password Reset (1 of 6)
Enter your Org code, username, and the email address on file for your user account.
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Password Reset (2 of 6)
You’ll receive a password reset email that is valid for 24 hours.
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Password Reset (3 of 6)
Click the email link to access ImmTrac2. NOTE: The Confidentiality Agreement displays first. Click “I Agree”.
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Password Reset (4 of 6)
• Enter the password twice to save.
• Follow the password requirements.
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Password Reset (5 of 6)
When you successfully create a password, see the red message **Password Updated**
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Password Reset (6 of 6)
Click “Switch Organizations” to leave the screen.
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Basic Access
ImmTrac2 Schools Training
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Manage Access Portal View
• After log-in, users assigned to more than one organization see the Portal view.
• Select the ImmTrac2 button to navigate to the Application view.
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Application View (1 of 2)
After login, users assigned to only ONE organization see the Application home page.
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Application View (2 of 2)
Menu Bar
Menu Panel
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Users29
View & Add Immunizations
ImmTrac2 Schools Training
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Menu Panel Options
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Client Search
• Perform a Client Search using one of the following:
• Quick Search
• Basic Search
• Smart Search
• If an exact match is found, the client’s immunization record will display.
• If multiple matches are found, select from the client list.
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Client Immunizations (1 of 3)
The screen has four sections:
• Client Information
• Client Notes & Navigation Bar
• Immunization Record
• Vaccines Recommended by Selected Tracking Schedule
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Client Immunizations (2 of 3)
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Client Immunizations (3 of 3)
Click buttons to:
• Add new or historical shot records
• Access the client demographic record
• Access client reports
• Print Official Immunization Record
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Users35
View & Add
Clients (Students)
ImmTrac2 Schools Training
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Menu Panel Options
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Client Search
• Perform a Client Search using one of the following:
• Quick Search
• Basic Search
• Smart Search
• If an exact match is found, the client’s record will display.
• If multiple matches are found, select from the client list.
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Client Demographics (1 of 5)
When you access the Client record, several demographic tabs display for:
• Personal information
• Consent information
• Names also known as (AKA)
• Organization information
• Address information
• Responsible persons
• Client comments
• Client notes
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Client Demographics (2 of 5)
A message displays for Client records created at birth through Vital Statistics. Certain information can only be changed by DSHS staff.
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Client Demographics (3 of 5)
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Click Edit Client to make changes and see additional options.
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Client Demographics (4 of 5)
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Client Demographics (5 of 5)
NOTE: In order to save a new record, the Address Information tab requires you to enter the residential county.
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Users43
Student Lists
ImmTrac2 Schools Training
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School Lists Purpose (1 of 2)
The purpose of “Schools” on the menu panel is to organize School clients (students) into groups (lists) to access immunization information of your students.
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School Lists Purpose (2 of 2)
You can:
• Create, edit, and delete school lists
• Find students, to add and remove them from a list
• Access pre-configured School List Reports
• Run reports by a Texas school compliance vaccine schedule
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How It Works
Manage lists in three steps:
1. Click Manage List, to create one or access existing lists for reporting.
2. Click Find Student, to search & add clients to one or many lists.
3. Click Check School Report, to view reports you’ve run from the list.
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Manage List
Enter a New List Name and Click Save.
Your list isn’t functional until you add students, or clients, to it.
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Find Student (1 of 2)
Click “Find Student” to look up a student, or client.
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Find Student (2 of 2)
Add the student to the list.
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List Reports (1 of 4)
Click Manage List again to access reports and student details.
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List Reports (2 of 4)
The list details screen displays.
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List Reports (3 of 4)
Select the appropriate Texas school vaccine schedule.
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List Reports (4 of 4)
Click the link to run a report.
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Check School Reports
Click Check School Reports to access the reports you’ve run.
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08/16/2017ImmTrac2 Schools Training - Full Access
Users55
System Demo
ImmTrac2 Schools Training
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Q & A
5608/16/2017 ImmTrac2 Schools Training - Full Access Users