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New Users to the

New Users to the. Login Screen All users must register for a NCID account

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Page 1: New Users to the. Login Screen All users must register for a NCID account

New Users to the

Page 2: New Users to the. Login Screen All users must register for a NCID account

Login Screen

All users must register for a NCID account

Page 3: New Users to the. Login Screen All users must register for a NCID account

Finding Your Designated Administrator

https://www.ncid.its.state.nc.us/

Page 4: New Users to the. Login Screen All users must register for a NCID account

User or Clinician?

• Everyone that uses the NCIR is assigned a user role which allows access to certain features on the site based on their role

(ie. Administrator, typical user, inventory control)

• Clinicians are the individuals within the organization who administer and/or approve the administration of vaccines

Page 5: New Users to the. Login Screen All users must register for a NCID account

Ordering authority/clinicians will populate the Administered by and the

Ordering Authority drop down box under entering live immunizations.

Page 6: New Users to the. Login Screen All users must register for a NCID account
Page 7: New Users to the. Login Screen All users must register for a NCID account

Click Add Clinician

Page 8: New Users to the. Login Screen All users must register for a NCID account

As you choose your Role as a Clinician, Ordering Authority or Ordering Authority/Clinician the Credentials drop down box will populate with different titles. Clinician

Ordering Authority

Page 9: New Users to the. Login Screen All users must register for a NCID account

Start by Choosing the Role

• When you choose a Role the Credentials box will populate itself with the appropriate choices. •

Enter the Clinician’s name in the corresponding boxes

Enter the correct credentials by clicking on the drop down arrow.

Choose your site by either (1) double clicking on the name or (2) clicking on the name one time and then clicking Add. After you do this your site will appear in the adjacent box-Selected Sites.

You also have the option to enter additional Address Information if you would like to.

Once you have entered all the necessary information, Click Save and then you will be redirected back to the Clinician List screen.

Page 10: New Users to the. Login Screen All users must register for a NCID account

After you click Save you will be sent back to the Clinician list screen where you can edit a Clinician by clicking on their Last Name in blue. This will bring up the Edit Clinician screen

• From this screen you can edit any of the Clinician information.

• If you make any changes click Save to save those changes and you will be sent back to the Clinician List screen.

Page 11: New Users to the. Login Screen All users must register for a NCID account

Client Search

Page 12: New Users to the. Login Screen All users must register for a NCID account

This Client ID number is a universal ID number for your client in the NCIR

Manage Client

Page 13: New Users to the. Login Screen All users must register for a NCID account

Manage Immunizations

Page 14: New Users to the. Login Screen All users must register for a NCID account

Historical or New Immunization?

• Doses given today

• Doses given at another practice

• Doses given today but not recorded until the next day

Page 15: New Users to the. Login Screen All users must register for a NCID account

To document a historical dose click Historical Immunization

Entering tradename details on historical doses

Page 16: New Users to the. Login Screen All users must register for a NCID account

This screen will show you the basic functions of entering historical doses. However, there are several helpful time saving shortcuts that are built into this screen to help enter multiple historical doses that were given at the same provider’s office or on the same date. Those shortcuts appear on the next slide.

Type the name of the Provider that administered the historical dose of vaccine in the open box next to the vaccine name, under the Provider Organization column.

Enter the date the shot was given in the small box next to the calendar.

Click Tradename Details.

Once you click the Tradename Details button you will be taken to this screen where you can choose your Trade Name by clicking on the drop down box. You can also enter lot number. When you are done click Save

Shortcut Rows

Page 17: New Users to the. Login Screen All users must register for a NCID account

When you click Save and Submit (or Save from the Tradename Details screen) you will be sent back to the main History/ Recommend screen. From here you can see the historical shot was loaded into the history.

Page 18: New Users to the. Login Screen All users must register for a NCID account

SHORTCUTS: If there is more than one historical dose of vaccine that was given by the same provider’s office

Type in the Provider’s name that gave the historical dose, in the top left box under Provider Organization

You can use this feature for every vaccine given by the same provider…

Fake Pediatrics

Fake Pediatrics

Fake Pediatrics

Click in the box to paste

Click in the box to paste

Now locate each vaccine that was administered by that provider and left click once in the open box under the Provider Organization column but next to the vaccine name- this will paste the text.

By typing in the name of the provider that administered the historical immunization in the open box under the Provider Organization column, you can copy and paste that name into subsequent boxes.

Page 19: New Users to the. Login Screen All users must register for a NCID account

Save: This feature allows you to save the historical information that you have entered, by loading it into the History portion of the screen above the entry grid, but not taking you away from the historical entry screen.

**This feature can be used when entering historical information from different provider’s offices. For example if multiple providers gave a client their series of 5 DtaP shots then you could only enter those provider name’s one at a time under the Provider Organization column, so you would want to use Save so that you would remain on this same screen after entering each provider and the corresponding shot. The same is true for the dates.

Save and Submit: This feature uploads all the historical information and returns you to the main History/Recommend screen.

** This feature can be used when you have either the same provider for all historical shots or you have completed entering the client’s history.

Page 20: New Users to the. Login Screen All users must register for a NCID account

Click on the drop down arrow

The open drop down box at the bottom of the screen is for other immunizations that could have been given historically but are not seen on the screen. When you select a vaccine from here it will load into the entry grid in alphabetical order.

Choose the immunizationThe immunization will appear in the grid

Page 21: New Users to the. Login Screen All users must register for a NCID account

Orders/TransfersOrders/Transfers

Page 22: New Users to the. Login Screen All users must register for a NCID account

Vaccine Order Status User   Submit Date   Status 

Caroline Helton 11/27/2007 PENDING

Sherry Ferguson 09/25/2007 BACKORDER

Glenda Anderson 09/01/2007 DENIED

Caroline Helton 08/25/2007 PARTIAL SHIP

Glenda Anderson 07/14/2007 SHIPPED

Glenda Anderson 06/25/2007 IN PROGRESS

•Pending - order that has been placed, but not viewed by the State. This type of order can still be modified.

•In Progress - order has been received and reviewed by the State. This type of order can no longer be modified.

•Backorder - order was received and reviewed by the State.  The requested order items are temporarily not available to fill and are on backorder.   •Shipped - order has been filled, shipped and ready for the provider to accept

•Denied - order was denied by the State and will not be filled.

•Partial Ship - part of the order was filled and shipped with some of the order still waiting to be filled.

Page 23: New Users to the. Login Screen All users must register for a NCID account

From Vaccine Order to a Transfer

Click the CREATE DATE to accept the transfer

Page 24: New Users to the. Login Screen All users must register for a NCID account

Accepting your Order

• Verify that the packing list matches the inventory in the box

• Verify the NCIR matches the packing list

• Call the NCIR Help Desk if the order does not match

Click here

Page 25: New Users to the. Login Screen All users must register for a NCID account

Adding Inventory from Manufacturers(and Private Vaccine)

Note: For Prevnar expiration date – enter as last day of the month

Add Varicella here

Page 26: New Users to the. Login Screen All users must register for a NCID account

Adding Private Inventory

Enter Lot Number from Packing List

Choose dose size (found on the vial)

State-supplied or Private

Enter the Quantity on Hand

Choose units (most are mL)

Enter the Expiration Date

Must be ACTIVE in order to save

Choose Trade Name – Mfg will automatically populate

Enter Cost Per Dose

Page 27: New Users to the. Login Screen All users must register for a NCID account

Expired Vaccine Pop-up

You must create a new transfer in NCIR to transfer expired state-supplied vaccine to Vaccine Distribution

Page 28: New Users to the. Login Screen All users must register for a NCID account

Transaction Report

Page 29: New Users to the. Login Screen All users must register for a NCID account

Manage Inventory - Show Transactions

Page 30: New Users to the. Login Screen All users must register for a NCID account

Transaction SummaryTransaction Summary

Page 31: New Users to the. Login Screen All users must register for a NCID account

Copy and Paste in Excel

  Vaccine Transactions for Organization:  Demo Clinic

Site Name Date Given Trans Date Vaccine Group Vaccine Trade Name Lot Type Qty Client Name DOB User Name

Demo Clinic    07/03/2008  HepB  HepB-Peds  Recombivax Peds  REC9234  Immunize  -1  NEWMAN, NICHOLAS  01/01/2008  Caroline Helton 

Demo Clinic  07/03/2008  07/03/2008  HepB  HepB-Peds  Recombivax Peds  REC9234  Immunize  -1  NEWMAN, NICHOLAS  01/01/2008  Caroline Helton 

Demo Clinic    07/03/2008  HepB  HepB-Peds  Recombivax Peds  REC9234  Delete  1  NEWMAN, NICHOLAS  01/01/2008  Caroline Helton 

Demo Clinic  07/03/2008  07/03/2008  HepB  HepB-Peds  Recombivax Peds  REC9234  Immunize  -1  NEWMAN, VICTORIA  01/01/2008  Caroline Helton 

Demo Clinic  07/03/2008  07/03/2008  HepB  HepB-Peds  Recombivax Peds  REC9234  Immunize  -1  NEWMAN, VICTORIA  01/01/2008  Caroline Helton 

Page 32: New Users to the. Login Screen All users must register for a NCID account

NCIR Training Resourcesimmunize.nc.gov