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Clinical Vaccine Administration Capabilities
Ensure training on vaccine administration. Manage community health, log and track administration of a vaccine, and analyze community-wide vaccine results monitoring.
PROVIDER VACCINATION EDUCATION
Ensure providers are informed of the latest protocols and clinical data related to the vaccine.
- Variations
- Departments of public health need the ability to publish the information while providers need the ability to search the information and know who has completed the training before working with the vaccine.
- Technical Capability
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Consider Salesforce Knowledge articles for publishing versions of guidelines on partner portals.
Consider Marketing Cloud Engagement for campaign management by public sector to providers.
Consider myTraihead for training vaccine administrators.
- Product and Feature Options
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Products Features - Health Cloud
- Service Cloud
- Marketing Cloud Engagement
- Enablement Sites (myTrailhead)
- Knowledge
- Email Studio or Audience Studio
CHECK-IN VERIFICATION
Ability to confirm the identity of the patient via multiple factors, capture any relevant payment or insurance information, and verify that the patient is entitled to receive the vaccine.
Verification that the patient is entitled to receive the vaccine is primarily a COVID-19 requirement. Certain population cohorts are prioritized to receive the vaccine first. Referral redemption refers to some proof that the person appearing for vaccination is entitled to receive it. Ensure your implementation is also available to consumers who may not have access to smart phones or the internet.
- Technical Capability
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Consider using a Mobile App or SMS System with QR or reference code for verification of entitlement for vaccination.
Consider Care Programs to define eligibility criteria or Care Program Cards to enroll patient cohorts and issue reference code.
Consider Member Data Model for insurance and payer management.
For more advanced verification processes, consider document automation.
- Product and Feature Options
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Products Features - Health Cloud
- Service Cloud
- Mobile Connect
- Care Program
- Mobile SMS and Messaging
- Custom
- Member Data Model
- Document Automation
PROTOCOL GUIDED VACCINATION
Ensure that the correct vaccine protocol is used or recorded against the vaccine administered to the patient.
A vaccine protocol specifies the number of doses or quantity administered based on manufacturers directions and recommendations from an authority such as the Centers for Disease Control (CDC) or the World Health Organization (WHO).
- Technical Capability
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Consider Health Cloud electronic health record (EHR) objects, EHR vaccination protocol, EHR immunization, and EHR condition.
Data Model might require an extension to correctly model the vaccine protocol and immunization relationship. Lightning Web Component may be required to provide a suitable user experience.
- Product and Feature Options
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Products Features - Health Cloud
- EHR Vaccination Protocol
- Intelligent Sales
- Custom
- Flows
CONSENT MANAGEMENT
Consent to clinical treatment. Ability to confirm the identity of the patient from multiple factors, and the ability to capture, recapture, or verify patient medical consent for individuals or for underage individuals.
- Technical Capability
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Digital consent capture.
If more advanced verification processes are needed, consider document automation.
Identify if FDA CFR Part II is required.
- Product and Feature Options
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Products Features - Health Cloud
- Service Cloud
- Digital Management
- Document Management
CLINICAL ASSESSMENT
Ability to conduct a clinical assessment prior to the administration of the vaccine to capture relevant pre-screening protocols.
A patient with certain attributes such as pre-existing medical conditions might be excluded from receiving the vaccine on the day scheduled. For example, a patient experiencing flu-like symptoms when they appear for vaccination.
- Technical Capability
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Consider using clinical assessment response with flow.
Consider use of electronic health record (EHR) data model to capture conditions and allergy data.
Consider surveys with or without data mapping.
- Product and Feature Options
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Products Features - Health Cloud
- Assessments
- Surveys
- EHR Data Model
MANUFACTURE BATCH OR LOT RECORDING
Ability to record which vaccine batch or lot was administered to a patient.
Every vaccine has an associated batch or lot number and it might be allocated to thousands of vaccines. The accurate recording of the batch number is essential if circumstances arise where patients must be notified of an issue with a batch of vaccines.
- Technical Capability
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Use the standard field on the electronic health record (EHR) immunization for recording the batch number used for a patient.
Consider Intelligent Sales for inventory and stock management or consider using assets for managing vaccine stock and the associated vaccine batch or lot number.
- Product and Feature Options
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Products Features - Health Cloud
- Intelligent Sales for Health Cloud
- Asset
- EHR Data Model
VACCINE CLAIMS AND PAYMENT MANAGEMENT
Ability to submit claims for reimbursement and to understand dispositioning. Also, the ability to view claim statuses, processed details, and payments due, as well as to submit for reimbursement depending on the insurer.
- Variations
- Consumers and providers might require the ability to view status and processing details. Providers and pharmacies might require the ability to process either directly with a department of public health or insurer.
- Technical Capability
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Consider the Order object to record the financial transaction.
Custom objects might be required to manage reimbursement tracking.
Implementation is likely to require an integration where state reimbursement must be coordinated.
- Product and Feature Options
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Products Features - Sales Cloud
- Service Cloud
- Health Cloud
- MuleSoft
- Custom

