Vaccine compliance rules
Vaccine rules allow you to require, or recommend, that a participant report their vaccination(s) in TrackMy.
Create a vaccine rule
In your admin/clinical portal, go to Manage Compliance:
At the bottom of the Manage Compliance Rules page, click Add New Rule:
For the compliance rule type, select Vaccine.
Select the vaccine type.
If the rule is for a recommended vaccination, uncheck the Required checkbox:
Click Continue.
Enter the ruleset name.
Click Next.
Lab Test / Titer Allowances
Set if participants can meet rule criteria by reporting lab test results in TMV.
If Yes, set if the lab test results must be completed with a specified time period.
If Yes, enter how recently, in the days, the lab test must be completed, from the day of submission.
Set if participants can meet rule criteria by reporting positive titer test results in TMV.
Accommodation / Declination
Set if participants can meet rule criteria with an approved medical accommodation in TMV.
Set if participants can meet rule criteria with an approved religious accommodation in TMV.
Set if participants can meet rule criteria with an approved declination in TMV.
Set if participants can meet rule criteria with an Employer Accommodation in TMV.
Employer Accommodations are the Unspecified Accommodations that can be created in Manual Exemption Entries. Review this guide to understand Manual Exemption Entries.
Forms and Questionnaires
Set if participants can meet rule criteria by completing a form in TMV.
Participant Groups
Set if the rule will be limited to only participants in selected user group(s).
If Yes, select the group(s) that the rule will be limited to.
When the rule is limited to a user group, only the participants in that group will see the rule in their compliance requirements/recommendations.
Click Next.
Dose Requirements
If the rule does not accept doses, select No and proceed in the wizard.
The following describes each configuration option in Dose Requirements.
Base Dose Requirements
Does this rule allow for doses to be used for compliance?
No: The user cannot become compliant bey submitting doses. If selected, no other configurations for Dose Requirements will display.
This typically is used to limit proof of immunity to a positive titer test. In this case, the vaccine compliance rule will accept a positive titer test for the disease.
Yes: The rule accepts doses.
Number of doses required? - Enter number of doses for the vaccine type that a user must prove to be compliant.
Dose Time Limit
Is it required that the time since the last dose is within a maximum time limit?
No: The user can have received the dose(s) at any time in the past.
Yes: The user must have received the dose(s) within the defined time period.
The dose(s) must have been administered within the last [number] [days/months/years].
Example: A TDaP dose must have been administered within the last 10 years.
Users will no longer meet compliance when their most recent dose in TMV is no longer within the time limit.
Date Range Requirement
Must the user receive the dose(s) within a defined date range to meet compliance?
No: The user can receive the dose(s) on any date.
Yes: The user must receive the dose(s) with the defined dates.
Enter starting date: [mm/dd/yyyy]
Enter ending date: [mm/dd/yyyy]
Example: A 24-25 Influenza dose must administered between 07/31/2024 and 04/30/2025.
This does not define the internal deadline that your organization may require all users to report an Influenza dose in TMV by. This only defines whether it is possible for the user to be compliant in TMV for the Influenza vaccine rule.
Patient Age Requirement
No: The user can receive the dose(s) at any age.
Yes: The user must be within the defined age range at the time they receive the dose(s).
Enter starting age: [number] (months)
Enter ending age: [number] (months)
Example: Starting age: 12 months. Ending age: 24 months.
CVX Code selection
Only displays if the vaccine rule accepts doses.
Select the CVX code(s) of that vaccine that a participant must receive to meet rule criteria.
Click Next.
Rule Summary
Review all setting for the rule.
Click Previous to return to a step in the wizard and change a setting.
Click Save.
Edit a vaccine rule
In your admin/clinical portal, go to Manage Compliance:
Click Edit for the rule:
On the rule summary page, click Previous to navigate through the wizard and update any settings.
Return to the rule summary page and Save.
Disable a vaccine rule
A vaccine rule can be disabled when participants are no longer required to have that vaccine.
For example, we recommend disabling an Influenza - 2023/2024 rule before enabling an Influenza - 2024/2025 rule. By creating a new rule for each year’s Influenza dose, you will be able to accurately track Influenza compliance each year.
To disable a vaccine rule:
Go to Manage Compliance.
Click Edit for the rule.
Turn off the Enabled toggle:
Click Save.