Meeting ID: 443 920 723 871 35

Passcode: Ej2Rj7Ao

(May 18-22)

DAY 1

Complio

Understanding the Student Perspective

1. Creating a Student Account

-Schools will provide links to the students that they can be use to create their accounts

-link Can be found in Confluence, but it is best practice for the student to get the link from the school

-link will take them to a School-Specific web page where they can create an account and place an order

-ex. Chamberlain University

• Click "Register"
• Personal Info, Contact Info, Account Info
• Click "Create Account" lower-right
• Advise the student to login
• chamberlain.complio.com

Preferred Browsers

• Google Chrome
• Mozilla Firefox

Multiple Complio Accounts

-Students may need multiple accounts with different institutions. These accounts should be Linked.

-There are 2 ways to link an account:

• When creating a new account

-If student has 2 accounts that already exist:

• Click "Edit Profile" tab
• Click "Link Account" under account information
• email address then password to link the accounts

2. Placing an Order

-After an account is made, an order can be placed.

-Click "Get Started" button on the institution's home page to begin.

-Top-right corner "View videos"

-Refer the students back to their school if they don't know their program or package.

-Click "Load Packages" then students will be able to choose their packages

-Advise students to double check the information before placing an order

-If student already placed an order before but the "Get Started" doesn't appear and they want to order again, they can click the "Shopping Cart" or "Place Order" button at the top-right corner of the screen.

3. Applicant Profile

Uploading Documents

• students need to have a tracking package to access the "Upload Documents" but they should have a tracking package or subscription

Editing Documents

• Click the student name beside the "Welcome" at the top-right corner of the screen
• Click the "Edit Profile" at the left-side panel of the screen

Map Documents

• students can view their uploaded documents and items they are mapped to

• students can see "Not Compliant" status even if they already uploaded their documents because they haven't mapped the documents

Rejection Reason

• whenever a student's document is rejected, they will be provided with a written reason to let them know what is missing from their documentation

• "We are just following the School Mandatory Requirements."

Order History

• When a student logs in, they will see a pop-up informing them of non-compliant items on their account

Legend:

• Yellow - means pending, 1 to 3 days for the review team to check the document

Marking a Student "Graduated"

• Go to "Order History"

• Select "View Details" for each other

• Under "Package Details," select "I have graduated" next to "Graduation Status"

• Select "Yes" after something pops-up

• Please Note: Being marked "Graduated" will not remove any docs or submissions. Any Screening or subscription report will no longer be visible to the school/institution.

Renewing a Subscription

• Students can renew expired Tracking packages within the "Order History" tab
• Locate the subscription
• Click the "Renew Subscription" link
• Inform students the "Renew" option becomes available 30 days before expiration

Changing a Subscription

• Select "Order History"

• Locate and select "Change Program" for the tracker

• Once changing a program, the immunization/compliance is no longer available on the dashboard

• It may take 24hrs - 48hrs (or 1 to 2 business days) to move the documents to the new program, then they can see the immunization/compliance button

• Inform the students to renew the subscription of existing program before changing to a new program so that the docs uploaded from the prior will be transferred to the latter. (Note: Only if the subscription is expired.)

• Inform the students to upload the new or lacking requirements of the new program.

Profile Share

-Students are able to use profile sharing to share files:

• background checks
• drug tests
• fingerprint results
• compliance docs

-Can send to:

• employers
• clinical sites
• anyone else

-Sharing can be done using "Profile Sharing" tab on the user's profile

• Locating a "clinical rotation"

-Adding a Maiden or Alias Name to account

• go to "Edit Profile"
• click the checkbox "I have an Alias or Maiden name"
• click "Update" button at the bottom area of the page

-Viewing Completed Reports

• Select "Report" tab in the left-hand list

• Select the desired report. Reports will exist for fingerprint, background check, drug test, child abuse verification, and compliance package orders, depending on the student's packages.

• Note: American Data Bank was acquired by DISA last year (2025)

Required Documents

• accessed using the "Required Documents" tab

• students can view any school-provided forms by package and category

• some required docs may not be accessible here, and might need to be acquired from an outside source like the school directly, or a third party web site

• ex. Physical Exam

4. Integrations

-An integration is a technical process which allows outside systems to import info into our platforms or to access info from our platform.

-Some students may call for assistance integrating their Complio account with other (third-party) platforms, like MyClinicalExchange or AceMapp

-On Profile Details, click "Portfolio" next to "Applicant Login", scroll down then check for "Integration(s)"

Submitting Tickets to PM

• If the system does not integrate properly, and troubleshooting steps do not help, we need to create a ticket to PM.

When to submit a ticket:

-Compliance Status

• if the student has met all compliance requirements but their status does not update

-Failed Integration

• if integration fails and all troubleshooting steps do not help

-Failed Login

• it troubleshooting fails and all troubleshooting steps do not help

-Internal System Issues

Process for Submitting a Ticket

• Compose an email
• Make sure to include the required info
• Choose the correct recipient address based on the situation

Format

-Student:

-School:

-Agency: (Only for rotation, put NA if not or just remove)

-Node:(Program or Order Hierarchy)

-Package:

-Email Body

-Summary of the Issue

• complio@disahealthcare.com

• Advise Basic Troubleshooting Steps (BTS) first if student is having a problem with the system before sending a ticket to PM

DAY 2

Provider Name

-When reviewing a doc,

-4 Types of Provider Names

1. Healthcare Facility
2. Individuals Person's Name
3. A Database
4. A Government Entity

-Ex.

-Note: Agents need to make sure that the student provided docs with a provider's name

Individuals

Must either:

-Indicate the person's medical credentials:

• MD
• Dr. Name
• RN Name
• Name, ACNP/APRN/FNP

-indicate an action was performed that only a provider can do:

• Administered by ___________
• Ordered by _______________
• Given by _________________

Database Names

Common medical databases:

• Patient Portal
• MyChart
• AllScripts
• Epic
• E-Charts/E-Clinical
• And more

Government Entities

-Some common ones:

• The Department of Veteran's Affairs (The VA)
• Veteran's Health Administration (VHA)
• Department of Defense (DoD)
• American Embassies
• Public Schools
• Medicare and Medicaid documents

Non-Acceptable Providers

-Some "providers" listed on forms and documents are not acceptable.

-Unacceptable "Providers:"

• Employer Documents
• Non-Provider Abbreviations
• Compliance Companies
• Any Companies that Print Forms

Employer Documents

-Docs from an employee database are not acceptable alone, unless they also include an acceptable provider name, or address.

-Unacceptable terms:

• Employee Health
• Employee Health Services (EHS)
• Occupational Health
• Employee ID
• Associate Health
• Checking "Employee" on a Form

Other Companies

-sometimes students will submit docs that contains the name of another company tha does not provide medical services

Unacceptable Companies:

• CastleBranch - A company like ADB that tracks compliance
• The Immunization Action Coalition - Print forms
• Immunize.org - Prints forms
• VaccineInformation.org - Provides information on vaccines
• MED-PASS - Makes medical products but does not provide services
• Mead Johnson's Baby Formula - Provides childhood vaccine record cards

School Forms

-Some schools provide their own specific form to fill out, and the rules are slightly different for these.

• If a student has submitted a form for the same school you are currently reviewing, the stamped or typed provider name is not required.
• But, if the form is NOT for the school you are currently reviewing, the typed or stamped provider name is still required

-Some schools have their own health clinics or hospitals

• If a student submits a document from a school clinic or hospital, that is acceptable as a provider at any school

Recap - Provider Names

• We CAN take a document from pre/elementary/middle/high schools, or school districts, as long as we have the specific name of the school/district
• We CAN take a school form without a typeset/stamped provider name if it is for the school we are reviewing
• We CAN take documents from a different college's student health clinic or hospital, since this is an actual facility providing the record
• We CANNOT take a different college's form (with places for information to be handwritten in with the intention of returning it to that school), unless it has a provider stamp on it

Student/Applicant Name

-Reviewers MUST match the first and last name on a document to the student's name in Complio.

-If there is a middle name listed on both he document and the Complio account, they must also macth.

-If the name on the document is ** different** than the name in Complio, the student must add a maiden or alias name to their Complio account to match it

-In Complio, the student/applicant's middle name is highlighted in red.

-Anything before the red is the first name, anything after the red is the last name.

-If there is no red, and multiple first and/or last names, you can hover over a name to see whether it is a first name or a last name.

Documents may list names in different formatting.

-Last, First:

• If a comma is present, that is a clue that this name is formatted Last, First.

• Ex. Smith, John

• Anything before the comma is a last name, anything after comma is a first name

First Middle Last:

• If no punctuation is present, we should match the first name as a first name, last name as a last name, etc.

• NOTE: Complio will always list names as First Last. If document is formatted Last First (no comma) but still matches Complio, that is ok

• EX. Mary Smith and Smith mary

First Name

-Document and Complio must match

-Only 1 first name needs to match Complio

• EX: Complio says first name is Mary Kate, document says Kate, that is a match
• If the document and Complio both have 2 first names, but only one matches exactly, that is a match

Middle Name

-Only required if there is a middle name on both the document and Complio

-Appears in red in Complio

-Only 1 middle name needs to match Complio

-Must either match exactly (George to George), or match an initial (George to G)

-"NMN" means "No Middle Name"

Last Name -Document and Complio must match

-Only one last name needs to match.

• EX: Complio last name is Heiner-Clegg, on document it is only Heiner, that is a match
• The name being matched must match completely. "Cle" does not match "Clegg"

-If Complio and the document both have two last names, but only one last name is spelled correctly, that is acceptable.

• EX: Strong Jaramillo matches Strong Jarmillo because Strong matches

If Three or More Names are Present...

-If a name on a document has three or more names, the first word is the first name, the last word is the last name, and the words in the middle can be considered first, middle, or last.

• EX: Complio Name: Giovanna Jacob
• Document Name: Giovanna Maria Stumpf Jacob Goncalv

Misc:

-Suffixes should be disregarded

• Jr, Sr, I, II, III, etc.

-Punctuation differences can be disregarded

• 0Malley and 0'Malley match

-Gender/Sex included in name lines on documents can be disregarded

• Starned, Jeffrey, M-"M" stands for Male and can be disregarded

-Numbers can be disregarded

-If a name indicates "Test," the document should be rejected as a test

Issues With Names

-Missing Name

• If the document is missing 1 or both names, use rejection note "2 Document must list name" -Alias Name
• If the name is different, check the left panel to see if the name has been added as an alias -Misspelled Name
• If the name is misspelled, use rejection note "2 Name does not match MISSPELLED" -Appears to be Someone Else's Document
• If the name appears to be completely different in a way not explained by maiden or alias names, inform your supervisor

3. Provider Signature Field

-Provider signature is a separate requirement from the stamped/typed provider name.

-If a document has a typed provider's name, but a blank provider signature field, it must be rejected. If it has a signature but not stamped or typed provider name, it must be rejected.

Required Fields: If these fields appear on the document, they must be completed.

• MD Signature
• RN Signature
• Given by Signature
• Administered by Signature
• Healthcare Provider Signature
• Physician Signature
• Physician Assistant Signature

Non-Required Fields: These may appear on document, but a signature/stamp is not required for them.

-Non-Signature Fields

• "Name," "Initials," "Stamp" fields

-Non-Provider Fields

• "Signature" without specifying who

-Fields for Other Services

• Like an exemption section signature, if the student is not using that section

Special Case: Chamberlain's Annual TB Screening Form

-This document must have the signature or stamp.

-The document must have a full date for the service being reviewed.

-Acceptable Formats:

• MM/DD/YYYY
• MM/DD/YY
• DD/MM/YYYY
• Month, DD YYYY
• DD Month YYYY

4. Service Date

• The date is entered by the student, but if they enter it incorrectly, the reviewer must change it to correct the date.

-DO NOT hit enter after typing the date, click outside the box instead

-If you hit enter, it will save the ENTIRE ITEM and remove it from your queue

-When the date field is selected, if you scroll up or down, it will change the date!

-To scroll up or down on the page, click outside of the date field to deselect it

-If REJECTING the document, the date does not need to be corrected

-If the date is entered in DD/MM/YYYY format, the reviewer must change it to MM/DD/YYYY format.

Dates (For Shots) -Acceptable Formats

• Fill Date
• Date Sold
• Promised Date
• Given Date
• Administration Date
• Date Done
• VIS Given Date
• Receipt Date
• Bill Date
• **Any date next to or below a shot, unless admin note says cannot show payment

-NOT Acceptable

• Printed Date
• Forecast Date
• Recommended Shot Date
• Vaccines Recommended by Selected Tracking Schedule
• Next Due Date
• Letter Date
• Order Date
• Prescription Date
• Future Date
• Partial Date
• VIS Date (Vaccine Information Statement - side effects of vaccine)

VIS Date

-The date the paper was published. This has NOTHING to do with the administration of an actual vaccine.

VIS Given Date -The date the paper was handed to the student. This is only done when a shot is being administered and can be taken as the date the shot was administered.

Dates on Charts -Many documents combine lists of various vaccines and tests all done at different times. If there is indication of a different appointment and given date, use the given date for the vaccine you are reviewing.

Today's Date If the center panel indicates "Today's Date," always use the date of submission. The date the student submitted and the date you are reviewing might be different "todays."

Letter Dates

-Letters are only acceptable if they are very clear about when the shot was given.

• Example 1

NOT ACCEPTABLE -The letter indicates that a Tdap vaccine was received, but not WHEN that vaccine was received.

• Example 2 ACCEPTABLE -The letter indicates that a Tdap vaccine was received, AND it indicates that it was received TODAY.

Dose Declined Vs Shot Does Not Count -These statements seem very similar, but they actually mean very different things. "Dose Declined" or "Not Administered" -If a dose was declined, or not administered, that means that no vaccine was given at all

Shot Does Not Count -If a vaccine date is listed but the document says it "Does Not Count," that means the vaccine was given, but is outside of the government recommended vaccine schedule. The school is not required to follow the government's timeline, and this is acceptable.

Consent Date and Ordered Date

-Some dates will be labeled "Consent Date." This does not indicate that a vaccine was given and is not acceptable alone. However, if it is present on a document that also indicates vaccine administration, we can use the consent date. "Ordered Date" is never acceptable.

Future Dates

-Future Dates are NOT acceptable. However, a student may submit a document from another time zone that may already be into the next day. Be careful to check for this.

''Status as of" Dates

-Some documents will list several things and show the status of that item, "as of" a date. If the document indicates that the item was a vaccine and is completed, we can take it as a vaccination date.

Multiple Dates on a Document

-Immunization documents will often have multiple dates on one document.

-If you are reviewing something that expires, like a Flu or Tdap vaccine, use the most recent date available.

-If the item is part of a series, like MMR (2 doses) or Hep B (2 or 3 doses), the item name will tell us which date to use. If the item name indicates 1 or first, use the first date in the series. If the item is 2 or second, use the second date, and so on.

5. Miscellaneous Rule

Some basic rules that all submissions must follow:

1. Must be a single type of document

-The information CAN be spread across multiple pages of the SAME document

1. Must have the required information in English

-The document CAN be primarily in another language IF all of the requirements can still be found in English, EVEN if the reviewer speaks the alternate language.

1. Cannot be altered by whiteout

-If the document shows signs of being tampered with, skip review and send to a supervisor

-Inked changes that have been signed or initialed by a provider are acceptable.

1. Cannot be a declination/waiver of the service being reviewed

-Declination/Waivers are ONLY acceptable in Declination/Waiver items

Varicella Requirement Review

Varicella & Chicken Pox

-Varicella in the Clinical Setting:

• Varicella is the virus that causes Chicken Pox!

• Most commonly found in children between the ages of 1 and 10

• Also known as Varicella Zoster Virus (VZV)

• Students on Clinical Rotation will encounter children in the Clinical Setting

-It's important to avoid spreading this to children already hospitalized for other conditions!

• Most people gain immunity to Chicken Pox after getting the disease one time! This often leads to the disease "Shingles" later in life!

-Remember: Chicken Pox and Shingles are 2 different diseases!

Reviewing Varicella:

-A Varicella category may ask for any of the following:

• 2 vaccines (2 separate dates from ANY TIME)
• Antibody Titer
• History of Disease (HXD)
• Declination Waiver

-Vaccine Timeline Diagram:

• Vaccine #1 -Given at anytime
• Vaccine #2 -Given at least 1 MONTH after vaccine 1
• Antibody Titer -Tested at least 1 MONTH after vaccine 2

Varicella Vaccines:

-These are all Acceptable vaccine name:

• Generic Names
• Varicella / VAR
• Chicken Pox
• Varicella Zoster / V Zoster
• VZV
• MMRV (Combo of MMR & Varicella)

Brand Names

• Varivax
• ProQuad (Combo of MMR & Varicella)

History of Disease (HXD):

-A History of Disease is a statement indicating that the Student was infected with Chicken Pox at some point in the past

-Reminder: Most people are immune to Chicken Pox after being infected once!

There are 2 types of History of Disease statements:

• Self-Reported
• Medically Documented
• MUST have at least the year the Student was infected
• Self-Reported = Statement from the Student
• Medically Documented = Must be signed / stamped by a healthcare provider or it must be a record from a medical facility including facility letterhead

The Phrase "Medical Immune"

-This phrase can sometimes be mistaken as a Titer result or an HXD

-This phrase alone is NOT indicative of a Titer

• Remember to look for context clues like "collection date" or "drawn date" or anything referring to a test
• Look for words such as blood, serology, test results, or date of exam-Medical Immune is most often seen on US military documentation

-We avoid using this as a Qualitative Interpretation because we cannot confirm HOW the Student is immune

-!If you cannot determine if this is a Titer Result or not, AND there is no other acceptable documentation provided, we must Reject & ask for clarification

-Explain that we need to show exactly how they are immune so we can ensure it meets the Guidelines

Guidelines That Sound Like a Trick!

-Check out this Guideline example:

-Sounds like a trick, right?

-One of the following is required:

• 2 vaccines AND a positive antibody titer (lab report required)OR
• Positive antibody titer (lab report required)
• Note: If your titer is negative or equivocal, new alerts will be created for you to submit a booster dated after the titer.

Read this Guideline a different way!

• 2 Vaccines AND any Antibody Titer result (lab report required)
• OR
• A Positive Titer alone (lab report required)
• Remove the word "Positive" from the first bullet point

DAY 3

CIT: Measles, Mumps, & Rubella (MMR)

Intro to Measles, Mumps, & Rubella (MMR)

-MMR refers to a group of 3 diseases

• Measles, Mumps, & Rubella
• They are commonly grouped together because one combo vaccine protects against all 3 diseases!

-All 3 diseases are highly contagious & mass outbreaks are always a threat

• Almost ALL Clinical Sites in the US require both employees & students to be vaccinated to prevent outbreaks

-Keep in mind:

• Measles is also known as "Rubeola"
• Rubella is also known as "German Measles"
• No other name for Mumps
• Be careful of this while looking over Vaccine Records & Titer Results

Reviewing MMR:

-An MMR category may ask for any of the following:

• 2 vaccines (2 separate dates from ANY TIME)
• Antibody Titer
• Declination Waiver

Timeline Flowchart:

-Vaccine #1

• Given at anytime

-Vaccine #2

• Given at least 1 MONTH after vaccine 1

-Antibody Titer

• Tested at least 1 MONTH after vaccine 2

Common MMR Submissions

-MMR Vaccines:

• These are all Acceptable vaccine names

-Generic Names

• Measles, Mumps, and/or Rubella (separate or together)
• MMR
• MMR II
• MMRV (Combo of MMR & Varicella)

-Brand Names

• Priorix
• ProQuad (Combo of MMR & Varicella)

MMR Requirements: Combined vs. Separated

-Reviewing MMR Requirements:

• MMR Item submissions must include ALL 3 components of MMR together in the same submission, and they must have been given on the same date.

Note: Need in the document for Lab Report

• Collection/Collected Date:
• Drawn Date:
• Specimen Date:

Noted:

-During opening spiel:

• Ask for last 4 digits of socials (SSN) and birthdate for US students
• If student is from Canada, ask for their active email, birthdate, first and last name, username

Hepatitis B (HBV)

Intro to Hepatitis B:

-Hepatitis B is a highly contagious liver disease that spreads through contact with infected bodily fluids

-Several vaccines exist for Hepatitis B

-The majority of Clinical Sites in the US require Students to be immunized against Hepatitis B because it is one of the easiest strains of Hepatitis to spread!

-May also appear as HBV or Hep B

• DO NOT confuse this with HIB!
• HIB is a different disease!

Reviewing Hepatitis B:

-A Hepatitis B category may ask for any of the following:

• Traditional 3-Dose Vaccine: 3 vaccines (3 separate dates from ANY TIME)
• Heplisav 2-Dose Vaccine: 2 vaccines (2 separate dates from ANY TIME)
• Surface Antibody Titer

--AVOID Core Antibody Titers!

• Antigen Titer
• Declination Waiver

Timeline Flowchart:

-Vaccine #1

• Given at anytime

-Vaccine #2

• Given at least 1 MONTH after vaccine 1

-Vaccine #3

• Given at least 5 MONTHS after vaccine 2

-Titer

• Tested at least 1 MONTH after Vaccine 3

Hepatitis B 2-Dose Series:

-There are also 2-Dose Hepatitis B Vaccines!

• Heplisav-B
• HepB-CpG

-To be considered a 2-dose series, must be clearly labeled on vaccine document!

• Otherwise, treat the vaccines as traditional 3-dose series

-If the school asks for only Hepatitis B, we can only accept the 3-dose series. If they request Heplisav OR a 3-dose series, we can accept a Heplisav 2-dose series in a Heplisav item.*

Hep B 2-Dose Series Schedule

-Vaccine #1

• Given at anytime

-Vaccine #2

• Given at least 1 MONTH after vaccine 1

-Titer

• Tested at least 1 MONTH after vaccine 2

Common Hepatitis B Submissions

-These are all Acceptable vaccine names:

-Generic Names – Traditional Series

• Hepatitis B / Hep B
• HBV

-Brand Names – Traditional Series

• Heptavax
• Engerix / Engerix-B
• Recombivax / Recombivax HB
• Comvax
• PreHevbrio
• TwinRix (Combo of Hepatitis A & B)

-Generic Names – 2-Dose Series

• HepB-CpG

-Brand Names – 2-Dose Series

• Heplisav-B
• Dynavax (Heplisav Manufacturer)

Practice Examples

Hepatitis B Titers to Avoid!

-Hepatitis B Core Titers are NOT ACCEPTABLE (unless stated in the Guidelines)

-May also appear as:

• HBcAb
• HBC

Hepatitis B Titers to Avoid!

Hepatitis BE Titers are NOT ACCEPTABLE May also appear as:

• HBeAb
• Hepatitis Be Antibody / Antigen
• Hepatitis B e-antibody / e-antigen
• Anti-HBe

Intro to Hepatitis A:

• Hepatitis A is another highly contagious liver disease that spreads through fecal contaminated food & water
• There are also vaccines for Hepatitis A!
• Due to the highly contagious & infectious nature of Hep A, many Clinical Sites require vaccination or proof of immunity
• May also appear as HAV or Hep A

Reviewing Hepatitis A:

-A Hepatitis A category may ask for ask for any of the following:

• 2 vaccines (2 separate dates from ANY TIME)
• Titer
• Declination Waiver

Timeline Flowchart:

-Vaccine #1

• Given at anytime

-Vaccine #2

• Given at least 6 MONTH after vaccine 1

-Antibody Titer

• Tested at least 1 MONTH after vaccine 2

DAY 4

#What are "Primary Childhood" Vaccines?

About Primary Childhood Vaccines:

-Primary Childhood Vaccines are any vaccines given before the age of 11

• Series of at least 3 to be considered complete

-Guidelines may specifically ask for these vaccines

• May be referred to as "Primary Series"
• May also state "Childhood Series"
• These phrases all mean the same thing

-Most common Primary Childhood Vaccines:

• Polio
• DTP / TDaP (Tetanus, Diphtheria, & Pertussis)

Common Primary Childhood Vaccine Requirements

Reviewing Primary Childhood Vaccines:

-A Primary Childhood Series consists of at least 3 vaccines, unless the guidelines state otherwise

• When guidelines ask for a "Primary Series", there must be at least 3 vaccine dates

-The term "At Least" in the Guideline changes reporting rules

• If a Guideline states "At least 3 vaccines" – we report ALL vaccines provided if we have the attributes to do so
• Normally, we report only what makes the Student compliant
• Most often found in Polio or DTP Requirements
• Most often affects the "Dose" & "Enter Interpretation" attribute

Key Details About TDaP

-Target Diseases:

• Tetanus (T): Causes painful, severe muscle spasms (often called lockjaw).
• Diphtheria (d): Leads to breathing difficulties, heart problems, or paralysis.
• Pertussis (ap): A highly contagious respiratory infection known for violent, severe coughing fits.

-TDaP vs. DTaP:

• DTaP (capital letters) contains full strength doses for babies and young children under age 7.
• TDaP (lowercase "d" and "p") contains reduced doses of the diphtheria and pertussis components meant for adolescents and adults.

Standard Injection Schedule

• Adolescents: Typically given a single routine dose at age 11 or 12 (often required for entry into 7th grade).
• Adults: Anyone who never received a TDaP dose should get one, followed by a Td or TDaP booster every 10 years.
• Pregnancy: A dose is recommended during every pregnancy (ideally between weeks 27 and 36) to pass protective antibodies directly to the newborn.

Poliomyelitis (Polio)

Polio in the Clinical Setting:

-Polio is HIGHLY contagious!

• Typically spread from person-to-person via poor hygiene conditions, contaminated food, or from contact with oral fluid
• The very young & very old are most at risk
• Those that are pregnant are also at high risk

-Given the infectious nature, Students are often required to be vaccinated against Polio to prevent spreading in the Clinical Setting

• Students will encounter kids, the elderly, and pregnant patients!

-There are 3 Types of Polio

• Types 1, 2, & 3
• Good News! Through worldwide vaccination efforts, Type 2 has been completely eradicated since 2015!

Reviewing Polio:

-Guidelines generally ask for 1 of the following:

• Primary Childhood Series (3 separate vaccines dated before age 11)
• 1 adult booster
• Antibody Titers for Type 1 & 3 Polio TOGETHER

-Type 2 is not required, unless stated in the Guideline

• Declination Waiver

Polio Vaccines:

• These are all Acceptable vaccine name

-Generic Names

• Polio
• IPV
• OPV
• Polio Myelitis

-Brand Names

• Sabin (OPV)
• Salk (IPV)
• Pentacel (Combo TDaP & Polio)

Polio Vaccine Submissions:

• At least 3 IPV or OPV would be considered a complete series
• If a Student ever receives a mix of IPV & OPV, at least 4 doses are required!
• Additionally – unlabeled Polio vaccines require at least 4 doses to be Acceptable!

Common Polio Submissions

Polio Titers:

• Type 1 & 3 Titers are required together, unless otherwise stated in the Guidelines
• Polio Titer results read differently than normal Titers
• -----Same concept – bigger numbers are better!

Reviewing Polio – Attributes

Completing Polio Attributes – Dates:

-For Vaccines – use the date the vaccine was administered

• Use most recent vaccine date if multiple dates are given and you only have 1 date field

-**Administered Date might also appear as:

• Promise Date
• Fill Date / Filled Date

-NEVER USE VIS DATE!!!

• This is a common error in any Vaccine Requirement!

-Remember the "At Least" Rule when multiple date fields are provided!

Influenza (The Flu)

About Influenza – "The Flu"

-The Flu is a contagious respiratory illness caused by the influenza virus

• Very easily spread through close contact with others

-Spreads on a predictable basis known as "The Flu Season"

-There are countless strains of the flu!

• Medical researchers try to determine which strains will be most prevalent for the coming flu season
• Each flu season, a new flu vaccine is released

The Flu Season

-The Flu Season refers to the months of the season

• Each school determines their own flu season
• This will be pre-set in Complio for each item

Sample Flu Seasons

• August 1st to May 31st
• September 15th to March 31st

Reviewing Influenza

Reviewing Flu Requirements:

-A Flu category may ask for any of the following:

• 1 vaccine administered annually
• Declination Waiver

-For Vaccines:

• Watch document standards carefully – errors are common here!
• Some Schools require Vaccine Name, Lot Number, etc.

-For Declination Waivers:

• Often on a School Form
• Often requires a healthcare provider's signature
• Read carefully!

Influenza Vaccines:

• These are all Acceptable vaccine names

-Generic Names

• Influenza / Flu
• INF / INF Seasonal
• LAIV = Live Attenuated Influenza Vaccine
• RIV = Recombinant HA Influenza Vaccine
• TIV = Trivalent Inactive Influenza Vaccine
• IIV4 = Inactivated Influenza Quadrivalent

-Common Vaccine Names (Brand Names)

• Afluria
• Fluvirin
• Flucelvax
• Fluarix
• Fluzone
• FluMist (Sometimes NOT allowed by the Admin Note)

Completing Flu Attributes – Flu Renewals:

-Majority of Schools require a Flu vaccine every Flu Season!

-Renewal Date will most often be:

• 1 Year from date of Vaccine or Declination / Exemption
• A specific date each Flu Season

Flu Field Examples

Flu Document Standards?

Find the:

• Admin Date
• Lot #
• Expiration Date
• Manufacturer
• Site of Injection
• Dose

COVID-19 (SARS-CoV-2)

About COVID-19:

-Coronavirus Disease 2019 (COVID-19) is caused by the SARS-CoV-2 virus

• first identified in December 2019

-Primarily spread through close contact with others -Presents Flu-like symptoms

• Often requires testing due to similarities in diseases
• Those with existing conditions or recovering from medical issues, as well as children & the elderly are at greatest risk

-All these factors make COVID-19 extremely dangerous for both students & patients in the clinical setting!

Common COVID-19 Submissions

Category May Require:

-Proof of Vaccine(s)

• The vaccine series requested will depend on the school
• Watch for specific brand names
• Vaccine Manufacturer is typically needed

-Declination Waivers

• Check Admin Note closely
• Includes Medical/Religious Exemptions

-Covid-19 Tests

• Rarely used

Common COVID-19 Guidelines

Guidelines May Require:

-Linked Alerts

• "COVID-19 Booster" Requirements"
• COVID-19 2nd Action" Requirements
• Watch for Requirements asking for specific Boosters
• -----"Bivalent" or "Updated"
• -----"2024-2025"

-Renewals

• Sometimes needed for Declinations or Exemptions
• Watch for special notes about Renewal attributes

-Set the EXACT DATE for all Linked Alerts & Renewals

• EVEN IF IT'S A DATE IN THE PAST!!!
• NEVER default to Upload Date

Pfizer-BioNTech COVID-19 Vaccine

• Manufacturer: Pfizer
• Brand Names: COMIRNATY, Tozinameran, BNT-162b2
• Refer to Admin Notes for specific dates
• "PFR" means Pfizer – DO NOT take "PF" as Pfizer abbreviation

Moderna COVID-19 Vaccine

• Manufacturer: Moderna
• Brand Names: SPIKEVAX, NIAID
• Refer to Admin Notes for specific dates
• "MOD" means Moderna – DO NOT take "mRNA" as Moderna abbreviation

J&J Janssen COVID-19 Vaccine

• Manufacturer: Johnson & Johnson
• Other acceptable names: J&J Merck as Merck partnered to assist in making vaccines
• About Vaccine: 1-Dose Series
• Refer to Admin Notes for specific dates

Novavax COVID-19 Vaccine

• Manufacturer: Novavax
• Brand Names: Covovax, Nuvaxovid, NVX-CoV2373, TAK-019 SARS-CoV-2, rS with Matrix-M1 adjuvant
• Refer to Admin Notes for specific dates

Bivalent & Seasonal COVID Vaccines

-Make sure to review the Admin Notes carefully!

• The Admin Notes may provide Date Ranges that will determine how we review certain vaccines.
• The vaccine may or may not need to be labeled "Bivalent" depending on those dates.

Novavax Seasonal COVID Vaccines

-Novavax also has seasonal COVID vaccines

-2023-2024 Series

• 2-Dose series
• 3 weeks between shots

-2024-2025 Booster

• Not Acceptable alone
• Must be submitted with ANY previous COVID vaccine
• If previously unvaccinated, set 2nd Action for 8 weeks

World Health Organization (WHO) Approved Vaccines

-WHO approved vaccines are allowed if:

• The Admin Notes specifically say so
• If the item has a field to enter manufacturer, but no specific manufacturer is given in the Admin Note

-Astrazeneca / ASD1222

• Manufacturer: AstraZeneca/Oxford

-SII / COvidshield

• Manufacturer: State Institute of India & SK Bio

-Sinopharm

• Manufacturer: Beijin Bio-Institute of Biological Products Co., Ltd.
• May also appear as Vero Cell

-Sinovac-CornoaVac

-Covaxin

CDC Vaccine Cards

-Requires Student Name!

• Normal Standard Policy

-Will Contain:

• Manufacturer Name
• Lot Number
• Admin Date
• Site or HCP

Declination Waivers

• Only allowed if a declination item is present
• Might require a School Form Might require a signature or other approval from the School

Unlinked Booster Requirements

Unlinked Boosters:

• Might see while Cross Referencing
• If the date & time match in the "Date Added" column – this is a separate COVID requirement
• May need to look at the COVID Vaccine requirement to determine which shot is the Booster
• If the submission is obviously a Booster, just document it

DAY 5

Basic Requirements

• Student Name/Applicant Name
• Provider's Name (If it is not shown, we can use the stamped signature as the provider's name)
• Signature Field (If handwritten, need stamp)
• Service Date

CIT: Meningitis Requirement Review

Meningitis (Meningococcal)

Meningitis in the Clinical Setting:

-There are many different strains of Meningitis!

• Vaccines exist to prevent some forms
• May also appear as Meningococcal

-Meningitis spreads easily in close quarters

• Poor hygiene conditions combined with close contact with large groups can cause the spread of Meningitis
• Those age 30 and under are most vulnerable

-Due to this, many Students living on campus often get vaccinated

• It's not just Healthcare Students at Clinical Sites
• Students living in college dorms often must get vaccinated

Reviewing Meningitis:

-A Meningitis category may ask for any of the following:

• 1 or 2 doses of Meningitis (Meningococcal) vaccine
• Declination Waiver
• Some items will auto-complete based on the student's age
• -----They may need to enter their Date of Birth to trigger this

Meningitis Items:

• If the item name is "Meningitis," then any Meningococcal or Meningitis shot name is acceptable.
• If the item name is "Meningococcal," only Meningococcal shots are acceptable.
• If the item name lists a specific vaccine, we can only accept that vaccine.

Rabies

Rabies Items:

• Admin Notes may ask for 2 doses or 3 doses.

• If Complio accepts the date of the vaccine, then take it.

• -----Dose timeframes are set in Complio.

• REJECT if the vaccine is labeled "Administered Gluteus."

• NOTE: Rabies TREATMENT is not a VACCINE

• -----Human Rabies Immune Globulin (HRIG) is not a vaccine.

• -----This treatment may appear alongside follow-up vaccinations.

Other

• Human Papillomavirus (HPV):
• -----May be 2 or 3 doses, depending on the school
• Pneumococcal
• -----3 dose series
• Yellow Fever
• -----Single Dose

Vaccinations & the Immunization Process

Vaccines & Immunizations

• Vaccines prepare your body to fight a disease or infection
• Most vaccines require multiple doses to be effective
• Immunization is the process of gaining protection from a given disease
• All Healthcare Facilities that are used as Clinical Sites have certain Immunization Compliance policies
• -----Clinical Site staff, Students, & School Faculty members must all be complaint!

Vaccines Schedules

• Once the process of Immunization begins, healthcare providers administer vaccines based on a Vaccine Schedule
• The Vaccine Schedule tells us 2 things:
• -----How many shots are in the series
• -----How much time should pass between shots

Intro to Titers

Titer Testing

• Titers are blood tests used to measure immunity levels or infection levels
• -----You can test to see if you are protected
• -----You can test to see if you are infected or have ever been infected
• In Complio, Vaccines and Titer will be separate items, but some schools require titers specifically.

Titer Testing

• Titer items will ask for one of two things:
• -----ADB Standard for Titers
• ----------Basic document standards
• ----------Result
• -----ADB Standard for Labwork
• ----------Basic document standards
• ----------Result
• ----------Cannot be hand-written
• ----------Collection date OR Reference Range

Standard for Titer

-Basic Standards

• Provider Name, Student Name, and Signature Field
• -----Same as always
• Service Name
• -----Name of disease + indication that it is a titer (IgG, Serology, etc.)
• Date
• -----MUST enter the Collection Date, if it is on the document
• ----------Also called Specimen Date, or Draw Date
• -----If collection date is NOT on the document:
• ----------Result Date
• ----------Report Date
• ----------Received Date
• ----------Date next to or directly above titer name or result

Different Kinds of Titers

Titer Testing

-There are generally 2 different Types of Titers

• Antibody Titer
• Antigen Titer

-Antibody Titers measure protection to a certain disease

• This is the Titer we look for most often!
• Majority of Items that allow Titers ask for this

-Antigen Titers measure the infection level of a certain disease

• This is the Titer we avoid most often!
• A few Items will specially ask for Antigen Titers

-Antibody Titers might be labeled as:

• ABT
• AB
• Surface AB
• sAB
• IGG / AB IGG
• Serology

-Titers to avoid!

• Antigen, AB IGM, or Core AB are generally NOT ACCEPTABLE (unless the Item asks for it specifically)

-Items will specify what Titer is needed!

• Remember – ALWAYS go with what the Item requires!

Understanding Titer Results

Titer Testing – Results

-Titer results will show in different ways:

• A Qualitative Result uses a word for the result
• -----Examples: Negative or Positive
• A Quantitative Result uses a number for the result
• -----Examples: 1023.4, 350, >150, or <1.5

-Quantitative Results are preferred!

• Watch Admin Notes carefully, some require numerical results

-Titers that have numerical results usually need a reference range!

• The reference range tells us if the numerical results are positive, negative, or equivocal
• Find the numerical result & compare!

-What the results mean:

• Positive = the Student is immune or protected
• Negative = the Student IS NOT immune or protected!
• Equivocal = Indeterminate

-By default, a titer is acceptable even if it is negative or equivocal. The student will not become compliant until they follow the school's next steps.

-Acceptable Qualitative terms:

• Positive = Immune, Protected, Reactive, (+) sign
• Negative = Non-Immune, Not Immune, Nonreactive, Not Protected, (-) sign
• Equivocal = Borderline, Grayzone, Indeterminate

Specific Titers

Varicella Titers

-DO NOT TAKE

• Shingles
• Herpes Zoster
• Zoster alone (does not indicate Varicella)

MMR Titers

-MUST be listed separately

• Measles
• Mumps
• Rubella
• NOT "MMR"
• Review whichever specific items were assigned to you

Hep B/Hepatitis B Titers

-Document MUST indicate immunity

• If it is not listed as a surface antibody titer, the result MUST state immune or non-immune
• -----NOT positive or negative
• CANNOT indicate pre/post HBIG infusion

Hep C/Hepatitis C Titers

• ONLY titer where we can accept IgM by default
• Hep C items are checking for infection

(May 25 - 29)

Day 6

Tuberculosis

What is Tuberculosis

Tuberculosis in the Clinical Setting:

-Tuberculosis, also known as TB, is a bacterial infection

• Most commonly found in the lungs

-Due to the extremely infectious nature of TB, Schools & Healthcare Facilities screen for this on a regular basis

• EVERYONE is screened, not just Clinical Intern Students!
• Most people in the US do not get the TB vaccine!
• The vaccine always makes you test positive!

-During TB screening & testing, testing positive is not the end of the story!

• If the TB bacteria is detected, more tests will need to be done
• Your healthcare provider will then determine if the TB infection is Active or Inactive
• This is normally done with a chest x-ray

Vaccine for Tuberculosis (TB)

Tuberculosis Vaccine – BCG Vaccine:

-In other countries, children receive vaccinations against TB

• Receiving the BCG vaccine will cause you to test positive for exposure when receiving a skin or blood test
• Because of this, TB vaccines are rarely accepted, and typically require a student to also submit further documentation

Testing for Tuberculosis (TB)

Tuberculosis Testing Options:

-In general, there are 3 ways to test for TB

-Skin Testing

• Purified Protein Derivative (PPD)
• Mantoux
• TST (TB Skin Test)

-Blood Testing

• QuantiFERON (QFT or QFT Gold)
• T-Spot
• IGRA (Interferon Gamma Release Assay)
• BAMT (Blood Assay for M. Tuberculosis)

-Chest X-Rays

• Will not be the actual x-ray
• It will be a doctor's interpretation of the x-ray
• NOT acceptable as a TB Clearance Letter

Testing for Tuberculosis – Skin Testing

Tuberculosis Skin Testing:

-One of the most popular & cheapest ways to test for TB is Skin Testing

-First, the Student visits their healthcare provider & a small amount of testing serum is placed under the skin

• This is called the "placement date"

-Then, usually 48-72 hours later, the Student returns to see if there was a skin reaction to the serum

• This is called the "read date"

-The skin reaction is measured to determine if the Student is positive or negative

• ANYTHING above 0mm must include physician interpretation
• 0mm is always negative

Testing for Tuberculosis – Skin Testing Submissions

Skin Testing Submission Options:

-Items could ask for one or more of the following Skin Test options:

• 1-Step Skin Test
• 2-Step Skin Test
• Annual Testing

-A 1-step skin test should have 2 dates!

• 1 Placement Date, 1 Read Date, & 1 Result

-A 2-step skin test should have 4 dates!

• 2 Placement Dates, 2 Read Dates, & 2 Results

-Annual testing will change depending on the institution. Be sure to pay close attention to the Student Note on your item.

Testing for Tuberculosis – Skin Testing Submissions

1-Step Skin Test Submissions:

-Generally, a 1-step skin test should have 2 dates & a test result

• At a minimum, we must have at least the read date & a result
• If the placement date & the read date fall outside of the 48-72 hour window, we must Reject

-2 dates are required only if the Admin Note or Center Panel ask for both!

• The Admin Note may ask for it directly OR a field may be present in the Center Panel that requires it

-There MUST be 48-72 hours (2-3 days) between the placement date & the read date

• Reject the test if there is less than 2 days or more than 3 days between placement & read dates

Testing for Tuberculosis – Skin Testing Submissions

2-Step Skin Test Submissions:

-This is two 1-step tests, often completed 1-3 weeks apart!

-Generally, a 2-step skin test should have 4 dates & 2 test results

• At a minimum, we must have at least the 2 read dates & 2 test results
• If you are reviewing the 2nd step item, Complio will alert you if the date is out of scope

-Pay close attention to Admin Notes!

• Sometimes, Schools will ask for different amounts of time between tests

Testing for Tuberculosis – Skin Testing Submissions

Annual Testing Submissions:

• Annual Testing is PPD that the school wants submitted once a year
• May require a 1-step OR a 2-step annually
• Exact timeframes will be set by the school
• May be a single item that is submitted to every year, or may be multiple items submitted to in consecutive years

Testing for Tuberculosis – Skin Testing Standard

Standard for PPD:

• Basic Requirements PLUS Result
• We are specifically looking for the read date.

Testing for Tuberculosis – Skin Testing Results

Skin Test Results Interpretation:

-Skin test results are often called "induration"

• If you don't see the word "Result" on a document, look for the word "Induration."

-Skin test results will show in different ways:

• A Qualitative Result uses a word for the result

• -----Examples: Negative or Positive

• A Quantitative Result uses a number for the result

• -----Examples: 15mm, 10mm, 3mm or 0mm

• ANYTHING above 0mm must include a qualitative interpretation

• 0mm is ALWAYS Negative!

• "No Induration" means Negative!

Testing for Tuberculosis – Blood Testing

Tuberculosis Blood Testing:

-Another way to screen for TB is testing a blood sample for the TB bacteria

• There are different kinds of blood tests!

-Types of blood testing:

• QuantiFERON (QFT or QFT Gold)
• T-Spot
• IGRA(Interferon Gamma Release Assay)
• BAMT (Blood Assay for M. Tuberculosis)
• TB Blood Test/Screen
• TB Blood Assay

-This involves the Student providing a blood sample at a clinical collection site

• It's only one visit for the Student, not multiple visits as with skin testing

Testing for Tuberculosis – Types of Blood Testing

Blood Testing Options:

-There are 2 Trademarked Name Brand options:

• QuantiFERON (QFT or QFT Gold)
• T-Spot

-Generic testing options may appear as:

• IGRA (Interferon Gamma Release Assay)
• BAMT (Blood Assay for M. Tuberculosis)
• TB Blood Test/Screen
• TB Blood Assay

-If the Admin Note asks for one specific Name Brand, no other blood test is Acceptable!

-If the Admin Note allows BOTH name brands OR asks for a generic test, ANY TB blood test is acceptable!

Testing for Tuberculosis – Blood Testing Results

Labwork:

-Admin Notes may require blood test results to be provided as Labwork

• Labwork = Printed Document (handwritten signatures ok)
• No hand-written results, dates, or other test information
• MUST include a collection date OR a reference range

-If no collection date, we can accept other dates, but the document MUST include a reference range

-Collection Date could be written in different ways:

• Collection Date
• Specimen Date
• Draw Date

Testing for Tuberculosis – Blood Testing Results

IGRA/Quantiferon/T-Spot:

-Admin Notes may require blood test results to be provided as standard for the basic requirements PLUS (Result)

• Information can be hand-written or typed
• EXCEPTION: Provider name must be typed or stamped

-If no collection date, we can accept other dates.

-Collection Date could be written in different ways:

• Collection Date
• Specimen Date
• Draw Date

INH Treatment

Standard for INH Treatment:

-If a student has had an active TB infection, they may be required to submit documentation of completing INH Treatment

-Basic Requirements

• Service Name: INH or isoniazid
• Service Date: Completion Date

Testing for Tuberculosis – Chest X-Rays

Chest X-Ray Results:

-Some schools will have items for clear Chest X-Rays

• This is to ensure the Student does not have Active TB
• Most people that have TB, have Inactive TB – the chest x-ray can prove it is Inactive
• Some schools require students who have received the BCG Vaccine to submit chest x-rays

-There are two standards you may see in these items

• Standard for Chest X-Ray
• -----Basic standards and a result
• Standard for Radiology Report
• -----Basic standards and a result
• -----MUST indicate "Radiology" or "Imaging"
• -----MUST indicate number of views taken or previous comparison
• -----MUST clearly indicate "Impression" or "Findings"

Chest X-Ray Results Continued:

-Reason for Exam

• Document is not required to say the reason for the exam is TB screening
• The document CANNOT exclude TB screening as a reason for the exam (ex: Reason for Exam: Lung Cancer)
• "Reason for Exam" might also be called "History" or "Indication"

-Results

• Normal
• Negative
• No Active Disease
• Within Normal Limits

-If there is no overall "negative" result, but the document includes a section for observation:

• As long as that section shows no findings, the chest x-ray can be considered normal.
• If it has a potential finding, the document MUST have an overall result.

Chest X-Ray Results Continued:

• Positive Chest X-Rays are NEVER Accepted!!!!!!
• If a student submits a positive chest x-ray, that means they have active TB! Skip review and send a note to your supervisor so that we can alert the school.

Testing for Tuberculosis – TB Assessment Forms

TB Clearance Letter:

-There are two types of clearance letter, the student can submit either one

• Questionnaire - The student must indicate any symptoms that they do have
• -----If student answers "no," we can accept. If "yes," we need to ask for the reason.
• Letter/Note - A document declaring that a student has "no signs or symptoms" of TB

-Clearance Letter Standard:

• Basic standards
• MUST indicate that the student shows no signs or symptoms of Tuberculosis

DAY 7

• Cardiopulmonary Resuscitation (CPR)

CPR in the Clinical Setting:

-The overwhelming majority of healthcare workers are required to know CPR!

• Even a Nursing Student could be called on to save a life!

-There are several different kinds of CPR training types

• The type of healthcare a Student is studying often determines the kind of CPR training they need

-There are also several different Issuing Agencies of CPR training

• Many Schools & Clinical Sites that Students attend prefer certain Agencies

• Understanding CPR Training

CPR Training Issuing Agencies:

-The 2 most popular Agencies of CPR Training in the US:

• American Heart Association (AHA)
• American Red Cross (ARC)

-There are many other Agencies to watch out for:

• National Safety Council (NSC)
• Emergency Care & Safety Institute
• ProCPR
• Military Training Network – conducted by American Red Cross
• ASHI - American Safety & Health Institute
• National CPR Foundation

• Understanding CPR Training

Common CPR Types:

-The most common type of CPR Training is "Basic Life Support"

-Also referred to as:

• BLS / BLS Provider
• Health Care Provider (AHA and ASHI only)
• CPR/AED for the Professional Rescuer (ARC)

-Those terms ALL mean the same thing!

• If the item name requires Basic Life Support – the above types are Acceptable

-This is the most common type required

• Understanding CPR Training

Specific Types of CPR Training: ACLS

-Advanced Cardiac Life Support (ACLS) is a certification for healthcare workers only

• Deals with the cardiovascular unit, including electrocardiogram info & emergency pharmacology

-Item Name will mention this type specifically

-Some cards use the term "Advanced Life Support"

• Advanced Life Support = ACLS

-Not Acceptable for BLS Requirements!

• Understanding CPR Training

Specific Types of CPR Training: PALS

-Pediatric Advanced Life Support (PALS) is a certification for those that work in healthcare with infants & children

• Deals with CPR & first aid techniques needed to treat infants

-Item Name will mention this specifically

-American Red Cross also calls this type "Pediatric Advanced Life Support"

• Pediatric Advanced Life Support = PALS

-Not Acceptable for BLS Requirements

• Understanding CPR Training

First Aid & Basic CPR Types

-First Aid Certifications are generally the lowest level of CPR type

-Will sometimes appear as:

• Basic CPR & First Aid
• Lifeguard / First-Aid / CPR / AED
• K-12
• Heart Saver

-Rarely required by the item name

• Avoid these unless specifically named by the item!

-These are NEVER Acceptable for BLS Requirements!

• Understanding CPR Training

RQI Advancement

-Resuscitation Quality Improvement (RQI) is a skills improvement course that can be added on to any American Heart Association CPR Card

• Think of this as a "Level Up" to an existing type the student already has

-If a type has an RQI badge, it's still Acceptable

• Example = BLS RQI is Acceptable for regular BLS

Instructor Cards

• An Instructor Card indicates that the holder can teach & train, as well as administer CPR!
• Instructor Cards are NOT acceptable unless the Admin Note specifically says that they are.

• Another RQI Example

RQI Advancement

-Sometimes, the Student will give us an eCredential certificate along with the eCard

• Notice the different expiration dates
• Both are Acceptable alone

-If both are submitted, use the dates from the eCard since it gives more time!

• Reviewing CPR

Completing CPR with RQI Items – Dates:

RQI Cards are acceptable for AHA BLS, HOWEVER, they do not always expire after 2 years like other cards. They may last anywhere between 3 months and 2 years, which means accepting the Issue Date may make the student Compliant after it is expired.

• Understanding CPR Training

AHA HeartCode

-HeartCode is a 2-part Course option offered by the American Heart Association

• The HeartCode option is offered for most AHA Courses

-Allows AHA Course instruction to be broken up:

• Part 1 is offered online
• Part 2 is an in-person skills test

-Must have BOTH parts submitted together to be Complete

• Part 1 is often submitted alone – must REJECT

• Common CPR Submissions

Reviewing CPR Items:

-Item Name will specify what issuing agencies are allowed & what types are needed

• Accepting the wrong agency and/or type are common errors!

-By default, both eCards and physical cards are acceptable.

• Physical cards are becoming less and less common

-Some Categories may have multiple items for different CPR types.

• Common CPR Submissions

CPR Submissions: eCards

-eCards are ALWAYS Acceptable

-ADB Standard for CPR:

• Training Issuing Agency
• -----Logos alone are NOT Acceptable!
• Type Name
• Student Name
• Issue Date
• If eCard, must have the eCard code and/or a QR code

• Common CPR Submissions

CPR Submissions: Physical Cards

-Physical cards (or "wallet cards") are generally Acceptable

• These are becoming rare submissions!

-Admin notes may have additional document standards for physical cards – read carefully!

• "Front and back are required"
• "Card must be signed"
• -----Card needs to be signed even if there is no signature line
• eCard submissions don't need these extra requirements, EVEN if they are in the admin note

• Common CPR Submissions

CPR Submissions: Temporary Certifications

-A letter or certificate confirming completion of the Course

• Normally given by the Instructor at time of completion
• Proves the course was complete
• Used until the actual Card or Certification arrives

-Only Acceptable if allowed by the Guidelines!

-Normally only Acceptable for 30 days – Set Renewal Date for 30 days (1 month)

• Only Acceptable once!
• After 30 days, we need the eCard or physical card

• Reviewing CPR – Attributes

Multiple CPR Card Submissions

-Sometimes, the Student will give multiple cards in the same submission

-If multiple cards are REQUIRED – use the dates from the OLDEST card provided

• We need to report the card that will be the first one to expire!

-If multiple cards are NOT REQUIRED – use the dates from the MOST RECENT acceptable card provided

• We use the card that gives the Student the most time!

• CIT: IDs and Licenses

• Photo Items

Some schools will have items requiring a Photo, or a Photo ID.

-Photo

-ADB Standard for Photo

• Student's face is fully visible
• Only one person in the photo
• NO sunglasses or hats

-Photo ID

-If the item name specifies "Photo ID," It can be ANY photo ID, as long as:

• It includes a photo of the student
• Student name matches

-Driver's License

-If the item name specifies "Driver's License," It must be a driver's license

• Driver's License

Driver's License:

-Many Students are required to travel to a Clinical Site; therefore, the School must ensure they are legally able to do so

-A Student's Driver's License must be valid and NOT temporary

-The photo should be somewhat **clear**

• Watch for completely faded photos
• Watch for dark or completely blacked out photo
• Need to be able to tell it's a person 😃

-Check Center Panel fields closely

• Different schools will require different information

• RN & Other Professional Licenses

Professional Licenses in the Clinical Setting:

-Many Students, especially in higher level healthcare education programs, will already have some kind of Professional License

• Students may have to attend a higher-level program to increase their license level

-There are many types of Professional Licenses:

• RN – Registered Nurse (This is the most common)
• CNA – Certified Nursing Assistant
• LPN – Licensed Practical Nurse
• ARRT – American Registry of Radiologic Technologists
• EMT – Emergency Medical Technician
• CPT – Certified Pharmacy Technician
• And more!

• Reviewing Professional License Items

Standard for Professional License:

-Issuer

• State Name
• (State Name) Board of Nursing
• "Board of Nursing" or "BoN"
• Nursys

-Student Name

• Must match Complio

-Expiration Date

-Type

• If the item name indicates a specific type of license, that type is required
• -----Ex: "RN License" or "LPN License"

• Reviewing Professional License Items

Reviewing Professional License:

-Some Admin Notes require a License to be Unencumbered

• Unencumbered = No restrictions or stipulations
• Needs to say "Unencumbered"

-Some Admin Notes require a License to be "Multi-State" status

• Multi-State may also show as Compact
• A Compact License is a multi-state license

Some Center Panel fields require more information

• Check fields carefully!
• Ex: State name, license number, issue date, etc.

-If the Admin Note, Item Name, or Center Panel field indicate a specific state, that state name MUST appear on the document

• Reviewing Professional License Items

Reviewing RN Licenses:

• Registered Nursing (RN) Licenses are the most common submissions
• Advanced Practice Registered Nurse (APRN) Licenses can also be accepted for RN items, but RN licenses CANNOT be accepted for APRN items.

• Reviewing Professional License Items

Interchangeable Terms:

-LVN, LPN, VN, PN

• All of these abbreviations mean the same thing

-Other terms are NOT interchangeable, like LPN, RN, and NP

• Common Professional License Submissions

RN Licenses – Nursys:

-Registered Nursing (RN) Licenses may also be reported from the Nursys website

• Nursys is a web service integrated with US State Nursing Agencies

-If the item requires a specific state, the submission must still list that state.

-REMEMBER! If the Admin Note, Item Name, or Center Panel fields mention a state, the document must list that state.

• CIT: Insurance Categories

• What is Health Insurance? (No One Really Knows)

Health Insurance in the Clinical Setting:

-Health Insurance provides coverage for medical expenses

• There are different kinds of coverage plans
• There are many different companies that provide Health Insurance

-While Students attend Clinical Rotation, they are at risk of getting sick or injured

• A hospital or clinic, and those that work there, are constantly exposed to medical dangers

-Due to the nature of these risks, many schools require their student body to be covered by Health Insurance while on site

• Reviewing Health Insurance

ADB Standard for Health Insurance:

-Insurance Provider

• May be an insurance company or a state name

-Student Name

• Student's last name must match at least

If a specific type of document (card, letter, etc) is required, it will be listed in the item name. If the item name is just "Health Insurance," any type of document is acceptable

• Reviewing Health Insurance

Health Insurance Dates:

-Typically, we will enter the submission date of the document into the "Date" field in the Center Panel

• Complio will then automatically set the expiration date for one year

-There are 2 situations where we would not use the submission date**

• If the item specifically says to use a different date
• If the document expires in less than 1 year, enter one year before expiration

• Health Insurance Carriers

Health Insurance Carrier Examples:

• aetna
• Anthem
• Cigna
• MetLife
• Humana
• AARP
• ASSURANT
• PROGRESSIVE
• USAA
• KAISER PERMANENTE
• UnitedHealthcare

• Common Health Insurance Submissions

Health Insurance Carriers – Tricare:

-Members of the military are covered through Tricare for Health Insurance

-Students covered under Tricare may provide a Military ID as proof of coverage

• Refer to date standards

• Common Health Insurance Submissions

Health Insurance – VA Coverage:

-Retired members of the military are covered through Veterans Affairs (VA)

• Sometimes referred to simply as "The VA"

-Students covered under the VA may provide a VA ID or letter of eligibility as proof of coverage

• Non-Acceptable Documents

Documents that are NOT Acceptable

The following documents are NOT acceptable alone:

• Accident Coverage
• Dental Coverage
• Prescription Card
• Health Savings Account (HSA)

If an actual health or medical insurance document has a section with any of the above information, that is ok.

• Common Health Insurance Submissions

Documents to Avoid!

• US Tax Documents – Form 1095-A / 1095-B
• Tax Documentation is NOT ACCEPTABLE
• -----This proves previous year coverage, not current coverage
• Reject & ask for current proof of coverage

• Common Health Insurance Submissions

Documents to Avoid!

• Explanation of Benefits (EOB) Documents
• An EOB is NOT ACCEPTABLE
• -----This only proves that a Student might have been covered at the time of a medical incident
• Reject & ask for current proof of coverage

• Common Health Insurance Submissions

Documents to Avoid!

• Health Share Plans or Cost Share
• These types of plans are not legally considered Health Insurance

• CIT: Professional Liability Insurance Requirements

• What is Professional Liability Insurance?

Liability Insurance in the Clinical Setting:

• Professional Liability Insurance covers healthcare workers while in the Clinical Setting
• -----In the event of an accident while practicing medicine, liability insurance pays money to those impacted by a mistake or wrongdoing
• Sometimes referred to as Medical Malpractice Insurance
• Given the nature of risk in the Clinical Setting, schools require students to be covered by some kind of liability insurance while on site

• Reviewing Professional Liability Insurance

Professional Liability Insurance Documentation:

• Liability Documentation most often appears as:
• Liability Insurance Coverage letter
• Certificate of Insurance
• ADB Standard for Liability Insurance
• Provider name
• Must say "professional" liability
• Student name
• Issue date
• Expiration date

• Reviewing Professional Liability Insurance

Professional Liability Insurance Documentation:

-Some Schools Require:

• Coverage Limits (in Dollars)
• -----This outlines how much damages the policy will cover in dollars
• -----Per Occurrence = The amount that will be paid per single occurrence
• -----Aggregate = The maximum total amount over the life of the policy
• -----Example = $1 Million per Occurrence - $3 Million Aggregate
• -----Coverage Limits can always be MORE than what the Admin Note requires – can never be less
• Specialty or Medical Specialty
• -----What type of person the policy will cover
• -----Example = RN Student

• Auto Insurance

ADB Standard for Auto Insurance:

• Must show insurance for a vehicle
• Must show expiration date

• Insurance Recap - Dates

(Center panel will indicate which)

DAY 8

What is a Physical Exam?

Physical Exams in the Clinical Setting:

• Students are required to get a Physical Exam to ensure they are healthy & fit enough to perform the required duties
• -----Most healthcare jobs are physically demanding!
• The Physical Exam a Student undergoes is much like an examination we would receive during a doctor's office visit
• -----Thinking about this will help you identify Physical Exams during the Review process
• Many Schools require Physical Exams to be documented on a School Form!

Reviewing Physical Exams

Standard for Physical Exam:

-Basic Requirements

-Service Name – NO other names accepted

• Physical
• Physical Exam
• Medical Exam
• General Health Exam
• Annual Exam
• Routine Health Exam

What are CPFs?

About Client Provided Forms:

-Many Schools create their own documents that they require Students to complete+ -Some examples include:

• Student Handbook acknowledgment
• Declination or Waiver forms
• Physical exams & other health assessment

-Schools give us the document & we load it into the Category

• This allows the Student to download the blank form
• Also allows us to see an example of the document when we review

Looking At Example CPFs: Detective Work

Look For Clues!

• If all else fails, we might have to do some detective work!
• Look at the School logo
• Look for document titles
• When in doubt, reach out!

N-95 Masks & Other Respirator Mask Fit Tests

What's the Deal with Masks?

-The N-95 is a type of Respirator Protective Mask

• Other types exist & may be required
• N-95 is the most popular in the Clinical Setting

-Students need to be fitted for a mask to ensure it functions properly while in the Clinical Setting

-A Fit Test determines the type of mask as well as the mask size

• Fit Tests are often submitted on a card or a fillable form
• Normally conducted by someone at the School or other verified 3rd party provider

N-95 Masks & Other Respirator Mask Fit Tests

Standard for Mask Fit Tests:

-Complio does not have a "Standard for Mask Fit Test." You will see one of these options:

• Standard for CPFs
• Standard for Documentation

Read carefully and review accordingly! Some schools will ask for more information, like model, manufacturer, size, etc. But this is only required if it is specifically mentioned in the Item Name, Admin Note, or Center Panel field.

Certificates

Some schools will require their students to obtain certifications for various courses, like HIPAA and OSHA. The Admin Note will specify either:

Standard for Certification:

• Provider Name
• Service Name
• Student Name
• Admin Note may have a sample document, but that is optional

Standard for CPFs:

• MUST match the sample CPF
• Student Name
• Date
• -----If there is a Center Panel field for any information, it is required. With CPFs, it is normally the date.

DAY 10

• complio@disahealthcare.com - written agents email

• ds@disahealthcare.com - email to be used for advising customer to reach out the Drug Screening Team to change their site location

• fpticket@disahealthcare.com - not for changing site or location. can advise student to send their fingerprint result to this email if their package is expired

• liberty@disahealthcare.com -

Call History

• Student called in to renew BGCK, DS. Assisted the student to place a new order for Initial BGCK.
• Student called in for their locked account. Assisted in unlocking the account since it wasn't locked by the admin.
• Student called in for their issue regarding placing order for DS because it keeps on loading. Replicate the student's issue and selected multiple locations until one went through.
• Student called in to create new account in Complio because they don't know how to
• Student called in because they want to change the location for their site collection. They stated they contacted ds@disahealthcare.com last week and today but received no response. Informed them that the DS Team response time is uncertain. Offered callback once there is a response.
• Student called in because they already did multiple times the fingerprint but most got rejected (1st and 2nd mails got rejected by the school). They got frustrated because they don't want to pay for another FP package for the new rolled fingerprint. Transfer to the higher supervisor.