Adding a COVID-19 Booster Compliance Item

With the recent federal mandate of COVID-19 vaccinations and booster shots for frontline workers interacting with Medicaid and Medicare clients, Sandata Agency Management can be used to track, report, and manage all requirements/compliance items for your caregivers, whether that is for onboarding or annual certifications.

To add a COVID-19 Booster item:

1. Navigate to the Compliance screen.

Main Menu > Admin > System Setup > Compliance

2. Click Add.
3. Enter the tracking information for the booster.

Select the Comment Required checkbox to be able to add the manufacturer.

4. Click Save.

5. Navigate to and open the position.

Main Menu > Admin > System Setup > Positions

6. Select the position requiring the compliance item.
7. Click Add.

8. Select the vaccine booster.

9. Click Save.

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