Clinics should frequently review and update their roster of patients associated with their clinic. This should include adding any new patients and removing patients who have moved out of state or transferred to another provider. By maintaining an accurate roster of active patients, you can run more accurate coverage assessments and reminder/recall reports.
How to Add and Remove Patients in CT WiZ:
- How to manage clinic rosters
- How to manually take ownership using the Programs screen
- How to add a new patient record
- How to remove a patient from your clinic
- Always perform a thorough search for a patient before adding a new patient record to CT WiZ to prevent a duplicate patient record.
- If your patient moves to another Connecticut clinic or leaves the state, the patient needs to be removed from your clinic roster in CT WiZ. There are two ways to do this:
- Mark the patient “Inactive at your clinic” using the Programs screen. (Use the Inactive Patient Report in the Patient Management section of Reports.)
- For patients who leave the state of Connecticut, you also need to mark them as “Inactive in the jurisdiction”.
Reminders:
- 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 School Based Health Centers, Health Departments, Pharmacies, etc. who are not medical homes).
- 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 must send signed written permission to the Connecticut Department of Public Health Immunization Program to request their records be removed from CT WiZ if they wish to opt-out. Luckily, statewide only ~1% request to opt out of CT WiZ, and the majority of patient records are available to them or their providers when they need it.