Managing Vaccination Status with Clients

Learn how to record and track client vaccination status in Zanda using client classifications, COVID-19 screening forms, and alert notes.

As clinicians, these days you may need to know if clients are fully vaccinated and how best to record this in Zanda. You can utilise just one or all of the methods outlined below, depending on your local public health regulations.

In this article:

• Client Classifications
• COVID-19 Online Screening Form
• Alert Notes

Client Classifications

1. You can categorise clients between fully vaccinated and otherwise by first creating the Classifications you'd like to use in your clinic;

2. Next, assign individual clients to either one by navigating to their profile → Classifications;

3. You'll then be able to obtain a breakdown on all your clients who are completely vaccinated by navigating to Reports → Clients → Classification;

COVID-19 Online Screening Form

According to local public health guidelines, you may need to gather and document clients' have been screened and safe to arrive for face-to-face appointments.

• This is achieved by distributing an Online Form that has been designed to capture this data;

 

• If necessary, you can complete the Screening Form on a client's behalf via telephone;

 

Alert Notes

After picking an existing client when Creating an Appointment, a red alert note can appear in the top-right of Zanda;