Immunizations

Jennifer Eggerton

Jul 27, 2026

347

Purpose	Track immunizations in a client record.
Who should do this	Clinical staff and other authorized CAREWare users.
Use this guide when you need to	Add an immunization record and document vaccine details, receipt status, immunity, administration, and related information.
Main warning	The Immunizations feature must be activated under Clinical Setup before vaccines appear in the dropdown.

Quick path
Client record › Immunizations › Add › complete the immunization fields › Save

Before you begin

Confirm that Immunizations is active under Clinical Setup.

Add an immunization to a client record

Step 1. Click Immunizations in the client record menu.

Step 2. Click Add.

Immunizations toolbar

Button	What it does
View	Open an existing immunization record.
Add	Add a new immunization record.
Delete	Delete the selected immunization record.
Help	Open the CAREWare knowledge base article for immunizations.
Print or Export	Print or export the client’s immunization list.
Column Visibility	Choose which columns appear in the immunization list.

Enter the immunization details

Step 3. Enter the date of the immunization.

Step 4. Search for the immunization in the dropdown.

Step 5. Select the immunization. CAREWare automatically fills the CVX and CVX Code fields based on your selection.

Step 6. If the vaccine is part of a series, select the appropriate Series Number checkbox.

Step 7. Complete the remaining fields: Received, Immunity, Amount Administered, Units Administered, Lot Number, Manufacturer Name, and Manufacturer Code.

Field choices

Field	Available choices
Received	NMI, No, Refused, or Yes
Immunity	History of Infection, History of Vaccine, Immune, Nonimmune, or Unknown

Step 8. Click Save.

How to confirm it worked

The saved immunization appears in the client’s Immunizations list.

Troubleshooting and common questions

Why is the immunization not available in the dropdown?

Verify that Immunizations are activated under Clinical Setup. If the vaccine is still unavailable, contact your CAREWare administrator.

Why are CVX and CVX Code blank?

Select a vaccine from the immunization dropdown rather than entering free text. CAREWare fills these fields from the selected vaccine.

Related References

Document	Use it for
Clinical Setup	Activating immunizations and other clinical components.

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