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Create exemption forms

This page includes instructions on how to create medical and religious accommodation forms, and declination forms. A video demo is included to explain the difference between accommodations and declinations in TrackMy Verivax.

Video Demo: Understand accommodations and declinations in TrackMy

Create a medical or religious accommodation form

  1. In your TrackMy admin/clinical portal, click the Manage Accommodations and Declinations tile:

Screenshot of the Manage Accommodations and Declinations tile in the TrackMy portal.
  1. Go to Accommodation Form Builder and click Create New.

  2. Select the vaccine and accommodation type.

  3. In the form, enter the email which will receive notifications for this accommodation form.

  4. Enter accommodation acknowledgement content.

  5. Click Add Question.

  6. Enter the question.

  7. Select response type.

  8. If the question is required, turn on the Required toggle.

  9. Click Save.

  10. New questions will display in Available Questions. Drag and drop questions into Current Questions to display them on the form.

  11. Turn on the Enabled for Users toggle to publish the accommodation form for users. Turn off the toggle to save as a draft:

Screenshot of the Enable toggle in the Accommodation Form Builder.
  1. Click Save Questionnaire.

Create a declination exemption form

  1. In your TrackMy admin/clinical portal, click the Manage Accommodations and Declinations tile.

  2. Go to Declination Form Builder and click Create New.

  3. Select vaccine type the form is for.

  4. Click OK.

  5. Enter the email which will receive notifications for this declination form.

  6. Enter the document title.

  7. Enter the immunization acknowledgement content.

  8. Click Add Question.

  9. Enter the question.

  10. Select response type.

  11. If the question is required, turn on the Required toggle.

  12. Click Save.

  13. New questions will display in Available Questions. Drag and drop questions into Current Questions to display them on the form.

  14. Turn on the Require Signature toggle (optional).

  15. Turn on the Enabled toggle to publish the form. Or leave the toggle off to save as a draft.

  16. Click Save Changes.

Upload an existing accommodation/declination form

If you have an existing accommodation/declination form that you want users to be able to download and complete, follow these steps to upload your file.

To upload an accommodation/declination form:

  1. In you TrackMy clinical/admin portal, go to Administration.

  2. Click + Document:

    Administration - Upload Document .png

  3. Enter the document name and complete steps to upload.

Patient users can access these uploaded documents in the Forms and Consents dashboard.

How exemption forms impact compliance

A participant can only meet compliance for a rule in TMV with an exemption form if that rule is set to accept the exemption form type.

Fit Test rules

Fit Test rules do not accept any exemption forms. The N95 Mask Fit Medical Accommodation and N95 Mask Fit Religious Accommodation forms are for documentation purposes only and do not impact compliance.

Form rules

Form rules do not accept any exemption forms.

Vaccine rules

Only Vaccine exemption forms can satisfy requirements for Vaccine rules.

If your Vaccine rule requires a titer test, a Test exemption form will not make a participant compliant for the Vaccine rule. If a titer test is set as Required for a Vaccine rule, no exemptions can override this.

Lab Test rules

Only Test exemption forms can satisfy requirements for a Lab Test rule.

Only Declinations and Unspecified (Employer) Accommodations can be built for Disease (Test) Types exemptions.

Tuberculosis Test rules

Only Tuberculosis Test exemption forms can satisfy requirements for Tuberculosis Test rules. If multiple Tuberculosis Test rules accept an exemption, a participant will become compliant for all rules with one Tuberculosis Test exemption form.

Only Declinations and Unspecified (Employer) Accommodations can be built for Tuberculosis Test exemptions.

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