Partner Epidemic: Find Patients Who Are Missing Immunizations

The Epidemic Prevention program creates a list of patients who are not up-to-date with their immunizations. While creating this list, you can specify the immunization and age group you wish to search. You can also filter the output by patient status flag (to remove inactive patients from your search) and limit by gender. Optionally, you can limit your list further by using the Patient Recaller program as a filter.

The epidemic program requires some configuration, and it may produce a long list if your patient immunization records have been kept in an inconsistent manner. Please work with PCC Support for help configuring immunization tracking and using the Epidemic tools. Depending on your needs, the Patient Recaller or the curimms notification tool may better help your office track patients who are missing immunizations.

Immunization Tracking and Alerts: PCC’s immunization tracking tools, including epidemic, curimms, and the recaller, along with the Immunization Forecasting features in PCC EHR, can not replace the medical decision making of your practice. PCC software displays whether or not it has a record of a patient receiving an immunization, and it can warn if an immunization is missing from the records or not in compliance with a given injection’s interval requirements. PCC’s suggestions, however, are based on known records and customizable rules, and the clinician has final responsibility for checking immunization schedule compliance.

Run Epidemic

Run Epidemic Prevention (epidemic) to produce a list of patients who are overdue for an immunization(s), according to your Partner records.

Please see the Epidemic Configuration section before proceeding.

Run Epidemic

You can run epidemic from the Clinical Operations window in Partner or by typing “epidemic” at a Command Prompt.

Select Immunizations and Age Range

Enter immunizations, separated by a comma, and an age range for your search.

Select Gender and/or Exclude by Flags

If you are excluding by patient gender, or you wish to customize which patient status flags are excluded from the epidemic output, make the corresponding selection on the screen.

Optional: Use Recaller Filters

Gender and status flags are the most common methods of limiting a search. You may also wish to limit your epidemic search by a patient’s last visit date, by physical due date, or another criteria. Press [F5 – Recaller Restrict] to visit the recaller filter list screen and further limit the epidemic output.

Press F1 – Process

Review and Select Patient Flags

Unless you deselected the patient flag option, epidemic will ask you to review and update the list of patient status flags it should exclude from the report output.

If a patient has any of the selected flags on their account, they will be dropped from the epidemic output. Use this screen to check that inactive, deceased, and other inappropriate patients are removed from the list.

Press [F1 – Process] to continue.

Review Patient List

The patient list displays all patients who are missing the selected immunizations who were not excluded or filtered from the output.

You may wish to work with patient accounts and add flags to exclude some of them from the report.

Print, E-Mail, or Save the Patient List

Press [F4 – Send To] to visit the output screen and send the results to a printer, your e-mail, or to a workstation.

Optional: Work with the “Short” List

The detailed output report, shown above, is useful for general reference. Epidemic also creates a patient PCC # version of the report.

Open a command prompt and type, “less $PRACTICE/tmp/immsfail.pcc” to view the short list. The first field is the patient PCC #, and you can jump into various Partner programs using that number.

Form Letter Reminders: PCC Software Support can help you create custom form letters for patients and send the Epidemic report output to those letters.

Configure Epidemic

For the epidemic program to work, certain prerequisites need to be met. Otherwise, the program may produce a list of several thousand patients.

Read the sections below to learn how you can configure and tune epidemic‘s output.

Maintain Patient Immunization Records

For the epidemic, curimms, or recaller programs to effectively track or warn about immunization compliance, your patient immunization records must be complete and accurate.

By default, the epidemic report searches through all patient records in your database. Any patient who has visited your practice only once, or for whom you otherwise do not have complete immunization records, will appear on the epidemic report every time you run it, by default. Similarly, if a patient’s immunization records are incomplete, the curimms tool will produce a warning alert on every form or Partner screen it appears.

Whenever a child is charged for an immunization in Partner, it is added to their immunization record. If a patient is transferred to your practice, you should enter any available immunization information. Run the Immunizations Editor (imms).

If you do not plan to track a patient’s immunization record, you should flag them and then use the “Exclude by Patient Flag?” feature in epidemic to exclude them from the output.

Flag Patients with No Imms Records

If your practice does not collect and record immunization records for a patient, you can add a status flag to the patient’s record. Then you can use the status flag filtering tools to ensure the patient does not appear on the epidemic or recaller outputs.

Custom "NoImms" Flag: Some offices clone the “Inactive” status flag and name the new entry “NoImms”. They then use that flag on patients for whom they do not collect immunization records. For help creating a new flag in the Table Editor or assigning a flag to large groups of patients at once, call PCC Software Support. Later, you can use the flag filtering tools to exclude those patients from various reports.

Finding Non-Patients: You can use the Patient Recaller (recaller) to create a list of all patients who have not visited your practice in the past three years. You could then assign the “Inactive” flag to those patients, and use the filtering tools in Partner programs to exclude those patients from report output.

Configure Immunizations and Rules

Your Partner configuration includes immunization procedure codes, disease management entries that indicate which diseases are covered by an immunization, and an underlying set of immunization compliance rules. You can work with PCC Software Support to review your configuration and make changes.

A Different Rule Set: You can have a custom set of immunization rules for displaying immunizations in Partner, and a different custom set for using epidemic. Contact PCC Support for help configuring this ability.

Procedures and the Immunization and Disease Table

Make sure the immunizations you give are in your procedure table, in ted. They should each have a clear name and code. Work with PCC Support to edit your Immunization and Disease Table, which controls which procedures count for each disease type (you may have multiple procedures, such as a Medicaid-only DTaP procedure).

Check Immunization Rules (immrules)

You can run the immrules program to review immunization configuration on your system. For each immunization, the immrules report explains how the immunization compliance checking works. For the Polio section, for example, you will see an explanation like this:

PCC’s initial set of immunization rules comes from the CDC and the AAP. Your office may create their own custom version of these rules.

  • Last modified: August 29, 2018