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PRODUCT TRAINING

Meeting Id:
443 920 723 871 35

Passcode:
Ej2Rj7Ao
======Complio======

Understanding the Student Perspective

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

Links 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

  1. Click "Register" (Personal Info, Contact Info, Account Info)

  2. Click "Create Account" lower-right

Advise the student to login (chamberlain.complio.com)

Preferred Browsers:

▶ Google Chrome

▶ Mozilla Firefox

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

When creating a new account

  1. Click "Edit Profile" tab

  2. Click "Link Account" under account information email address then password to link the accounts

  1. 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.

  1. Click "Load Packages" then students will be able to choose their packages
    Advise students to double check the information before placing an order

▶ If the students has an existing order, the get started won't appear. - Click the shopping cart logo on the top right

  1. Edit profile (has an existing account)
  2. Click their name

Uploading Documents

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

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

"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.

Go to "Order History"
Select "View Details" for each other
Under "Package Details" select "I have graduated" next to "Graduation Status"

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.

Students can renew expired Tracking packages within the "Order History" tab

  1. Click the "Renew Subscription" link
    Inform students the "Renew" option becomes available 30 days before expiration
  1. Select "Order History"
  2. Locate and select "Change Program" for the tracker 3. Once changing a program, the immunization/compliance is no longer available on the dashboard

It may take 24hrs - 48hrs 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.

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

anyone else sharing can be done using "Profile Sharing" tab on the user's profile
Locating a "clinical rotation"

  1. Go to "Edit Profile"
  2. Click the checkbox "I have an Alias or Maiden name"
  3. Click "Update" button at the bottom area of the page

Viewing Completed Reports

  1. Select "Report" tab in the left-hand list
  2. 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)
Note: Inform student

Required Documents

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

  1. On Profile Details, click "Portfolio" next to "Applicant Login", 2. Scroll down then check for "Integration(s)"

Compliance Status

Failed Integration

Failed Login

Internal System Issues

Process for Submitting a Ticket

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

When reviewing a document, the Provider is the entity that performed the service or is holding the service record.

Provider Name

  1. Healthcare facility
  2. Individual person's name
  3. Database
  4. Government

▶ Must either:

▶ Common medical databases:

▶ Government Entities:
many government employees and current former military members will have medical records held by government entities.

                                                                                                                                             ▶ **Non-Acceptable Providers**:                                                                                                                                                                                       Some "providers" listed on forms and documents are not acceptable.
  1. Employer Documents

Documents 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 Occupational Health Employee ID # Associate Health Checking "Employee" on a form

  1. Other Companies

Sometimes students will submit documents that contains the name of another company that does not provide medical services.

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

  1. School Forms
    Some schools have their own clinics or hospitals.

REMEBER:

We can take a documents from pre/elemantary/middle/high or school districts as long as we

▶ 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.

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

▶ Fields for Other Services

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

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

Acceptable Formats:

▶ Service Data

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

▶ Dates (For Shots):

▶ NOT Acceptable

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

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.

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.

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."

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.

▶ ** 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

▶ Multiple Dates on a Document

▶ Miscellaneous Rule

Some basic rules that all submissions must follow:

  1. Must be a single type of document
  1. Must have the required information in English
  1. Cannot be altered by whiteout
  1. Cannot be a declination/waiver of the service being reviewed

CIT BASIC REQUIREMENTS

▶ Provider Name

When renewing a document, the Provider is the entity that performed the service, or who is holding the service record.

4 types of Provider Name:

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

NOTE: The Provider's Name must be typed or stamped. The may appear in a letterhead or Web Address or a Stamp or Seal.

Sometimes, the facility name is hidden in a form.

▶ Must either:

Indicate the person's medical credentials: MD Dr. Name RN Name Name, ACNP/APRN/FNP

Administered by Ordered by *Given by

▶ DATABASE NAMES

Patient Portal MyChart AllSripts Epic E-Charts/E-Clinical And more...

▶ GOVERNMENT ENTITIES

Many government employees and current and former military members will have medical records held by government entities.

▶ Non- Acceptable Providers

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

▶ NON-ACCEPTABLE PROVIDERS

Employer Documents

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

Unacceptable terms:

NOTE: Every concern about rejected documents, you should always check the document and let them now. DO NOT BELIEVE THE STUDENT.

Other Companies

Sometimes students will submit documents that contains the name of another company that does not provide medical services.

Unacceptable Companies:

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.

TO GET THE FORM THAT THE SCHOOL REQUIRED

RECAP - PROVIDER NAMES

REMEMBER:

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 the document and the Complio account, they must also match.

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 id 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 last name.

Documents may list names in different formatting:

Last, First:

First Middle Last:

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

FIRST NAME

Document and Complio must match

Only 1 first name needs to match Complio

MIDDLE NAME

NMN means "No Middle Name"

LAST NAME

Document and Complio must match

Only one last name needs to match

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

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/

MISC:

Suffixes should be disregarded

Punctuations differences can be disregarded

Gender/Sex included in name lines on documents 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

Alias Name

Misspelled Name

Appears to be Someone Else's Documents

Provider Signature is a separate requirement from the stamped/ provider name.,

If a document has a typed provider's name, but a blank provider signature field, it must be rejected. If it has signature but no stamp, reject it.

REQUIRED FIELDS:

NOTE: Not an exhaustive list.

NOT REQUIRED FIELDS:

Special Case: Chamberlain's Annual TB Screening Form

If the student submit this for any TB Test, the document must have the signature or stamp.

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

MM/DD/YYYY MM/DD/YY DD/MM/YYYY MONT, DD YYYY DD MONTH YYYY

  1. 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 Non-Required Fields: These may appear on the 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. 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

Service Data

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

-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 DateVIS 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.

If they are affected by their dose, let them reach out to the school and ask them if they can override the category.

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.

Why they need to submit a Booster Shot? (To be answered later)

  1. 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

provider's name, the signature fields, and it must show the complete name and the service date.

Varicella- is the virus that causes chicken pox. most commonly found in children ages 1-10 also known as Varicella Zoster Virus (VZV)

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) 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

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)

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.

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)

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

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)

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

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)

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

MMR Measles, Mumps, and Rubella

-All 3 diseases are HIGHLY CONTAGIOUS and mas outbreaks are always a threat -Almost ALL Clinical Sites in the US require both employees and students to be vaccinated to prevent outbreaks.

-Keep in mind: Measles aka Rubeola Rubella aka 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 ff:

Vaccine #1 Given at anytime

Vaccine #2 Given at least 1 MONTH after Vaccine 1

Vaccine #3 Tested at least 1 MONTH after Vaccine 2

MMR Vaccines: These are all ACCEPTABLE vaccine names

Generic Names: Measles, Mumps, and/or Rubella (separate or together) MMR MMR II MMR V (Combo of MMR and Varicella)

Brand Names: Priorix ProQuad

📋 General MMR Requirement Submit 2 doses of MMR vaccine. Or submit titer screening results showing IgG antibody immunity .If titer is negative, you must get an MMR booster dose.

✍️ Document Rules Documents cannot be handwritten (except for physical signatures).Employer documents must name the specific provider on the dose line. School clinic documents must name the clinic/hospital or a specific provider on the dose line.

📧 Help & Exemptions Email CLPSCompliance@wgu.edu for all questions and exemption requests. Let me know if you want me to outline any other compliance requirements for your program, or help you draft the email to their compliance team!

MMR Requirements:

For Lab Result: Drawn Date Specimen Date Collection Date

📋 Core Immunity Criteria Provide official proof of two (2) doses of the MMR vaccine. Alternatively, submit serological evidence via an IgG antibody titer blood screening. A negative titer screening means you must get an MMR booster dose.

✍️ Document Verification Rules Records cannot be handwritten (only physical provider signatures are allowed). Employer documents must explicitly state the provider name on the dose line. School clinic records must note the school clinic/hospital and state the clinic/hospital or provider name on the dose line.

📧 Questions and Exemptions Contact the Health Placement Team directly at CLPSCompliance@wgu.edu.All exemption requests must go through this email for review by WGU.

Hepatitis B Compliance Options You can satisfy the Hepatitis B (HBV) requirement using one of the following methods shown in the document:

💉 Vaccine Series Options Traditional 3-Dose Vaccine: 3 shots given on separate dates at any time. Heplisav 2-Dose Vaccine: 2 shots given on separate dates at any time.

🩸 Titer & Testing Rules Surface Antibody Titer: Accepted for proving immunity. Core Antibody Titers: AVOID—this type is not accepted. Antigen Titer: Accepted as an option.

🗓️ Standard 3-Dose Timeline
Vaccine 1: Given at any time. Vaccine 2: Minimum 1 month after Vaccine 1. Vaccine 3: Minimum 5 months after Vaccine 2. Titer Test: Minimum 1 month after Vaccine 3.

📄 Alternative Option Declination Waiver: You can submit a signed waiver to decline.

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.

Common Hepatitis B Submissions DISA

• 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)

If not Heplisav, treat it as a 3-dose series.

(HBSAB- Hepatitis B surface antibody)

REACTIVE = POSITIVE
NON-REACTIVE = NEGATIVE

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

SYMPTOMS OF HEPATITIS A • Pain in the right side of the abdomen • Fever • Jaundice • Digestion disorders • Dark urine • Feeling weak • Vomiting • Nausea

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

Vaccine #1 • Given at anytime

Vaccine #2 • Given at least 6 MONTHS after vaccine 1

Antibody Titer • Tested at least 1 MONTH after vaccine 2

These are all Acceptable vaccine names

• Twinrix uses the Hepatitis B vaccine schedule & requires 3 vaccines!

Generic Names • Hepatitis A / Hep A • HAV

Brand Names • Havrix • VAQTA • TwinRix (Combo of Hepatitis A & B)

(We can't reject a negative titer)

Day 4 :p

What are "Primary Childhood" Vaccines?

About Primary Childhood Vaccines:

Most common Primary Childhood Vaccines:

Common Primary Childhood Vaccine Requirements
Reviewing Primary Childhood Vaccines:

Difference of DtaP and Tdap:

  1. The Capitalization Difference (Dosage Strength)
    Capital Letters (D, T, P) mean a full-strength dose of that antigen.
    Lowercase Letters (d, p) mean a much smaller, reduced dose of that antigen.
  2. DTaP vs. Tdap Breakdown
    Feature DTaP Tdap
    Target Age: Infants and young children (under 7 years old) (Preteens, teens, adults, and pregnant individuals)
    Purpose: To build initial, primary immunity (To boost fading immunity over time) Dose Schedule: Given as a 5-dose series in early childhood (Given once at age 11–12, then every 10 years as a booster) Formulation: Full strength Diphtheria and Pertussis (Reduced strength diphtheria and pertussis to prevent side effects in adults)

Basic Requirement: Student Name Signature Field (IF handwritten, needs a stamp) Providers Name Service Date

Polio

Poliomyelitis (Polio)

Polio in the Clinical Setting:

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

Common Polio Submissions

Polio Vaccines:
These are all Acceptable vaccine name

Generic Names:

Polio Titers:

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 (Flu)

About Influenza – "The Flu"

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 Flu Requirements:

A Flu category may ask for any of the following:

For Vaccines:

For Declination Waivers:

Common Flu Submissions

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)

Reviewing Flu – Extra Attributes
Completing Flu Attributes – REMINDER!

Flu Requirements can be heavy on Attributes Additional Attributes are only required if listed in the Guidelines! The presence of an Attribute field does not necessarily mean that specific Attribute is required!
If listed in the Guidelines, Reject if that info is missing from the Document! If there is an Attribute field, but that info is not listed in Guideline OR on the document, Accept without completing that field If the info is on the Document, that field must be completed, EVEN IF not specifically required by the Guideline

Covid-19

COVID-19 (SARS-CoV-2)

About COVID-19:

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

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

Common COVID-19 Submissions 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

Common COVID-19 Submissions 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: Beijing 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

Common COVID-19 Submissions 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

▶ Meningitis (Meningococcal)

▶ Meningitis in the Clinical Setting:

▶ Reviewing Meningitis:

▶ Declination Waiver

▶ Reviewing Meningitis:
Guidelines can be specific about which Meningitis vaccine is required!
This chart on the Wiki outlines the Vaccines that is needed based on Guideline wording

▶ Meningitis Items:

▶ Rabies Items:

▶ NOTE: Rabies TREATMENT is not a VACCINE

If you get rabies tell Sir Aivan :p

▶ Human Papillomavirus (HPV): May be 2 or 3 doses, depending on the school

▶ Pneumococcal
3 dose series

▶ Yellow Fever
Single Dose

▶ Titers and Labworks

▶ Immunization Compliance policies
Clinical Site staff, Students, & School Faculty members must all be compliant!

▶ Vaccines Schedules
Once the process of Immunization begins, healthcare providers administer vaccines based on a Vaccine Schedule

▶ Varicella Vaccine Schedule
Standard Vaccine Schedule:

▶ Titer Testing:

▶ Titer items will ask for one of two things:

▶ Standard for Titer

▶ 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!

▶ 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!

▶ Reference Range Evaluation Table (If Result is 4000)
If Result is 4000 Acceptable/Not Acceptable Immune >165 Acceptable. The result is within the range, and the range tells us it is immune

165 Not acceptable. The result is within the range, but the range does not tell us what this means Non Immune <10 Not acceptable. The result is not within the range. The result is not "Non Immune," but it is unclear if the result is equivocal or positive Non Immune <10, Equivocal = 10.1-10.9 Acceptable. Two ranges are listed, one for negative and one for equivocal, neither of which applies to the result, so the only possible remaining result is Positive

▶ Understanding Titer Results Titer Testing – Results 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

▶ MMR Titers

▶ Hep B Titers

Other Titers**

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)

▶ Testing for Tuberculosis (TB)

▶ Skin Testing

▶ Blood Testing

▶ 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

The skin reaction is measured to determine if the student is positive or negative ANYTHING above 0mm must include physician interpretation

▶ Testing for Tuberculosis – Skin Testing Submissions

▶ Skin Testing Submission Options: Items could ask for one or more of the following Skin Test options:

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

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

▶ 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:

▶ 2-Step Skin Test Submissions:

▶ Pay close attention to Admin Notes!

▶ Annual Testing Submissions:

Basic requirements:

Student's Name/ Applicant's Name Provider's Name Signature field (IF handwritten, need stamp) Service Date

▶ 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)
Key Rules:
ANYTHING above 0mm must include a qualitative interpretation 0mm is ALWAYS Negative!
"No Induration" means Negative!

▶ 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

▶ Blood Testing Options:

There are 2 Trademarked Name Brand options:

▶ Labwork:

▶ Collection Date could be written in different ways:

▶ IGRA/Quantiferon/T-Spot:

▶ Collection Date could be written in different ways:
Collection Date
Specimen Date
Draw Date

▶ Standard for INH Treatment:

▶ Basic Requirements

▶ Chest X-Ray Results:

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

▶ 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 observations:

Positive Chest X-Rays are NEVER Accepted

▶ TB Clearance Letter:

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

▶ Clearance Letter Standard:

Day 7

CPR

▶ 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

▶ CPR Training Issuing Agencies:

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

There are many other Agencies to watch out for:

▶ Common CPR Types:

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

▶ 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"

▶ First Aid & Basic CPR Types

▶ First Aid Certifications are generally the lowest level of CPR type ▶ Will sometimes appear as:

▶ RQI Advancement

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

▶ Instructor Cards

▶ RQI Advancement

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

Completing CPR with RQI Items – Dates**:

▶ AHA HeartCode

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

▶ Allows AHA Course instruction to be broken up:

▶ Must have BOTH parts submitted together to be Complete Part 1 is often submitted alone – must REJECT

▶ Reviewing CPR Items:

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

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

▶ CPR Submissions: eCards

▶ eCards are ALWAYS Acceptable

▶ ADB Standard for CPR:

▶ CPR Submissions: Physical Cards

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

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

▶ CPR Submissions: Temporary Certifications

▶ A letter or certificate confirming completion of the Course

▶ CPR Submissions: Temporary Certifications

▶ A letter or certificate confirming completion of the Course

▶ Only Acceptable if allowed by the Guidelines!

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

▶ 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

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

IDs and License

▶ Photo

▶ ADB Standard for Photo

▶ Photo ID

▶ 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

▶ Check Center Panel fields closely

▶ 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

▶ There are many types of Professional Licenses:

▶ Standard for Professional License:

▶ Issuer

▶ Student Name

▶ Reviewing Professional License:

▶ Some Admin Notes require a License to be Unencumbered

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

▶ Some Center Panel fields require more information

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

▶ Reviewing RN Licenses:

▶ Interchangeable Terms:

▶ RN Licenses – Nursys:

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

▶ 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.

▶ Insurance Categories

▶ Health Insurance in the Clinical Setting:

▶ Health Insurance provides coverage for medical expenses

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

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

▶ ADB Standard for Health Insurance:

▶ Insurance Provider

▶ Student Name

▶ 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

▶ Health Insurance Dates:

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

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

▶ Health Insurance Carrier Examples:

▶ 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

▶ Health Insurance – VA Coverage:

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

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

▶ Documents that are NOT Acceptable

▶ The following documents are NOT acceptable alone:

▶ Documents to Avoid!

▶ Documents to Avoid!

▶ 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

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

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

ADB Standard for Auto Insurance:
Must show insurance for a vehicle
Must show expiration date

Item and Date in Center Panel:

Health Insurance:
Submission Date

Liability Insurance: Issue Date or Expiration Date
(Center panel will indicate which)

Auto Insurance:
Expiration Date

Day 7 :(((

▶ Physical Exam

▶ 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

▶ The Physical Exam a Student undergoes is much like an examination we would receive during a doctor's office visit

▶ Many Schools require Physical Exams to be documented on a School Form!

▶ Standard for Physical Exam:

Basic Requirements
Service Name – NO other names accepted
Physical Exam
Medical Exam
General Health Exam
Annual Exam
Routine Health Exam

CPF- Client Provided Form

▶ 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

▶ Look For Clues!

▶ If all else fails, we might have to do some detective work!

N-95 Mask

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.'

(If Chamberlain for HIPAA and OSHA, they don't need to order a package as all they need to do is take the quiz.)