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Vaccine Forms and Appointment Scheduling

Gone are the days of handing patients a clipboard and a pen! Learn how to access pre-signed and completed consent and pre-screening forms for flu, COVID, and other vaccines.

  1. Click "Schedule"
  2. Find the desired patient/appointment and click "Review" to open the associated documentation

    Tip! MedEssist captures as much patient information as possible to save you time!
  3. You can update your answers or add any missing information in the "Screening Questions" section
  4. Click the black drop-down button to select your vaccine of choice

    Tip! You can pre-populate the Lot Numbers, Expiry Dates, Administration Time and More! Follow the following steps below. If you have already done this step, skip this section and continue to the next section.
  5. Enter Administration Information and click "Finalize" once you are finished with documentation
  6. Confirm vaccination site. Information regarding injection time will auto-populate, as will lot/expiry if it has been enabled (click to learn how to bulk pre-fill vaccine lot/expiry)
  7. Click "Confirm" once all information is inputted and verified
  8. Print and scan the documentation into your Pharmacy Management System

    Tip! You can also copy the entire documentation and paste it into your dispensing software notes
  9. Click the blue icon to mark the vaccination appointment as completed. This action does NOT bill or scan in your dispensing system - it is for tracking purposes only.