Edit Patient Records

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In CT WiZ, you can print an immunization record in two places.


  • On the patient's Immunization Home screen, under Links at the top of the page.
  • In the Reports module under the Patient section.
Search for, view, modify a patient’s record
  • Before searching for a patient’s record, be sure you have the correct Provider and Clinic showing at the top of the page.
  • A user cannot change a patient’s name and/or date of birth in CT WiZ. This must be done by the Connecticut Department of Public Health (DPH) Immunization Program.
  • View and add Precautions/Contraindications.
Add and Remove patients

Clinics should maintain an accurate roster of active patients to ensure accurate coverage assessments and to run cleaner reminder/recall reports.


A clinic automatically takes ownership of a patient in CT WIZ when they ‘administer a shot’ if they are a medical home (this won’t happen with SBHC, Health Depts, etc). You can manually take ownership using the Programs screen.


Before adding a patient to CT WiZ:


  • Always perform a thorough search for a patient before adding a new patient record to CT WiZ. This prevents duplicate records for the patient.
  • All children born in Connecticut are automatically enrolled in CT WiZ.
  • Patients not born in Connecticut are automatically enrolled when clinics are onboarded with CT WiZ, either through their EHR or direct entry, and vaccines are administered and reported. Parents or adult patients send signed permission to the DPH to remove them from CT WiZ only if they wish to opt-out. Luckily, this is only <1%, as the majority of patients are enrolled in the statewide CT WiZ.

If your patient moves to another Connecticut clinic or leaves the state, the patient should no longer be affiliated with your clinic in CT WiZ. There are two methods to remove a patient from your clinic:


  • Mark the patient inactive at your clinic on the Programs screen.
  • Use the Inactive Patient Report in the Patient Management section of Reports.
  • For patients who leave the state, you also need to mark them as inactive in the jurisdiction (state of Connecticut).

Patient management