Report Introduction

Introduction to the Smart Shots Report

Overview

The Smart Shots Report will appear in the chart as a PDF document. The first page begins with a header containing information about the report and the patient. The rest of the first page is dedicated to the Immunization Forecast Summary which summarizes the patient's status for all supported vaccine series, grouped by the series status. Beginning on the second page is the Vaccine Series Grid which details the dose history for each series as well as doses that are now due or the next dose for those due in the future. Following the Vaccine Series Grid is the Removed Duplicate Entries list. Here you will find any doses that were found on the chart but deemed duplicates, and thus excluded from evaluation.

Capabilities and Limitations of the Smart Shots Report

When using the Smart Shots report, it is important to understand its intentended use and limitations.

  • Missing doses on the chart will result in incorrect recommendations.
  • Doses with approximated or incorrect dates may result in the that dose or a subsequent dose being evaluated as invalid incorrectly.
  • Always validate manually entered doses that are marked as invalid, or manually entered doses that precede an invalid dose, before re-vaccinating.

  • Reports are generated the morning of the visit, but the data source used is not real-time.
  • Pre-visit immunization registry queries take place 24 hours before the visit and will be reflected in the report.
  • Immunization history added to the chart the day of the visit will not be reflected in the report.

  • The date is prominently displayed on the report: "As of Month DD, YYYY".
  • Any use of the report after this date should be reconciled against the immunization list on the chart to account for any subsequent updates.

  • Allergies and contraindications should be reviewed prior to ordering or administered recommended doses.

  • Recommendations on the Immunization Forecast Summary are limited to these vaccine groups:
    • COVID-19
    • DTP
    • H1N1
    • Hep A
    • Hep B
    • Hib
    • HPV
    • Influenza
    • Meningococcal ACWY
    • Meningococcal B
    • MMR
    • Orthopoxvirus*
    • Pneumococcal
    • Polio
    • Rotavirus
    • RSV*
    • Varicella
    • Zoster*
  • Any vaccine doses for other vaccine groups will be listed on the Vaccine Series Grid under "unsupported" and not further evaluation is performed.
*Orthopoxvirus, adult RSV, and Zoster vaccine recommendations have been suppressed for pediatric patients.

  • While the report's invalid dose detection has been extensively tested, incorrectly dated chart entries, particularly those entered manually, do occur and can result in incorred invalid dose flagging.
  • Doses that were administered in the office or those received from an immunization registry can be assumed accurate. However, an incorrectly entered prior dose could result in the dose being flagged incorrectly.
  • The following reminder will be displayed on any "due now" vaccine recommendations where an invalid dose was detected in the series:
    • "Confirm invalid dose(s) before administering".

Report Sections

Report Header

The report header appears at the top of the first page. It displays information about the patient and the report.

  1. As of date: This is the date for which the forecast was generated (the appointment date).
  2. ICE version & batch identifier: Used for tracking and troubleshooting.
  3. Patient name: Last, first and preferred names for the patient.
  4. DOB & age: The patient's date of birth and age (on the date of the visit) in years, months, weeks, and days depending on age.
  5. MRN: The patient's medical record number.

Section: Forecast Summary

The forecast summary provides an overview of the status of each vaccine group, organized by status. Learn more about the Forecast Summary.

  1. Recommended group: Vaccines due now.
  2. Future group: This group lists the next dose for any incomplete series due in the future.
  3. Conditional group: Any vaccines which are conditionally recommended based on shared decision-making or high risk groups.
  4. Not recommended group: Completed series or series for which the patient has aged-out.
  5. Jump to vaccine series: Clicking this hyperlink will navigate to the specific series in the Vacine Series Grid.

Section: Vaccine Series Grid

Vaccine Series Grid details the dose history for each series. Cards are also displayed for the next dose for any incomplete series. Learn more about the Vaccine Series Grid.

  1. Vaccine group: Vaccine group name and current status.
  2. Dose history: Doses administered for the series.
  3. Next dose boxes: Date next dose is due for incomplete series.

Section: Removed Duplicate Entries

Any doses on the chart that are evaluated as duplicate will appear in this section and are excluded from evaluation. There are two categories of duplicate: "same vaccine same day" and "evaluated as duplicate".

  1. Same vaccine, same day. These entries are doses of the same vaccine on the same day, determined by the vaccine code (CVX) associated with the dose. These doses are identified in the "pre-processing" phase of the report and not evaluated by ICE.
  2. Evaluated as duplicate. These entries are recorded doses of two different vaccines on the same day containing the same antigen. These doses are identified by ICE during the evaluation process.