S-DASOBO-00012374 Attachment H Business Needs_Solution Requirements.xlsx
XLSX spreadsheet 272 KB Posted
- Solicitation number
- S-DASOBO-00017475
- Issued by
- Oregon
About this file
This is a Business Needs and Solution Requirements document for the ALERT Immunization Information System (IIS) Request for Proposal issued by the Oregon Health Authority (OHA) through the American Shared Hospital Accounting System (AASHRPS). The document establishes 832 total functional and non-functional requirements across 12 functional areas that proposing vendors must address in their responses. The requirements are organized into capabilities including Manage Vaccine Inventory (92 requirements), Manage Immunization Records (116 requirements), Administer System (73 requirements), Manage Organizations & Facilities (105 requirements), Manage Users (38 requirements), Support Interoperability (66 requirements), Data Quality (41 requirements), Reports and Extracts (109 requirements), Evaluate and Forecast (75 requirements), Provide Data Access (10 requirements), and Non-Functional requirements (107 requirements). The target go-live date for the new IIS is December 2027, with the project intended to replace the current ALERT system while integrating existing systems and supporting statewide data modernization aligned with OHA's 2030 health equity goals. Proposers must complete responses in the designated "Proposer Response" and "Proposer Comments, Descriptions, and Explanation" fields within the requirements workbook, with contractual obligation to warrant any claimed functionality.
Requirements are categorized by priority level—Must Have (critical requirements without which the product is unacceptable), Should Have (necessary but deferrable requirements), Could Have (nice-to-have features), and Won't Have (potentially available features not desired by the program)—with corresponding point scales for scoring. Proposers must indicate how each requirement will be met through options including "Yes, Met as part of proposed Solution," "Yes, Met with Configuration," "Yes, Met with Customization," "Yes, Met with Third-Party Option," "Planned in a future release," or "No, Cannot be Met." For customization responses, proposers must provide development timelines. The document emphasizes that any modifications outside the designated response fields result in automatic disqualification, and vendors stating functionality will be supplied are contractually obligated to warrant those claims, with liability for additional costs if functionality is unavailable in the current release.
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1. Instructions
| ALERT Immunization Information System (IIS) |
| Proposer Instructions - Responding to Attachment H |
Proposer Name:
| Table of Contents | ||
| Tab No. | Requirements Functional Area | Number of Requirements |
| 1 | Instructions Tab | 0 |
| 2 | Functional Model Descriptions | 0 |
| 3 | Manage Vaccine Inventory | 92 |
| 4 | Manage Immunication Records | 116 |
| 5 | Administer System | 73 |
| 6 | Manage Orgs & Facilities | 105 |
| 7 | Manage Users | 38 |
| 8 | Support Interoperability | 66 |
| 9 | Data Quality | 41 |
| 10 | Reports and Extracts | 109 |
| 11 | Evaluate and Forecast | 75 |
| 12 | Provide Data Access | 10 |
| 13 | Non-Functional | 107 |
| Total Requirements | 832 |
Instructions: Enter Proposer name on Line 5 in the Instructions Tab.
In column H on each Requirements Tab, select from the drop down menu to indicate how the Requirement will be met.
For each requirement, utilize the Proposer Comments, Descriptions, and Explanation field to provide additional information.
| Yes, Met as part of proposed Solution | Requirement is a current function of the proposed Solution |
| Yes, Met with Configuration | Current proposed Solution capability but configuration is needed. For the purposes of selecting this option, configuration means, based on context, (a) the specific arrangement, setup, and interconnection of hardware components and software settings that define a system’s functionality and performance, or (b) the action of tailoring, modifying, or arranging a software application or hardware device to meet specific user needs, requirements, preferences, or operating environments without changing the underlying source code |
| Yes, Met with Customization | Not a current function but can be added with development effort. For the purposes of selecting this option customization means the action of tailoring, modifying, or arranging a software application or hardware device to meet specific user needs, requirements, preferences, or operating environments only by changing the underlying source code. |
| Yes, Met with Third-Party Option | Not a current function but can be added via seamlessly integrated third-party software, applications, platform, technical framework, security infrastructure, or related services that are part of the SaaS |
| Planned in a future release | Feature/function is identified to be included in a future planned release by vendor, but not by the proposed go-live date of the planned phase (include when the new release is expected to be available) |
| No, Cannot be Met | Not a current proposed Solution functionality and not planned for development |
Proposers stating that functions will be supplied will be contractually obligated to warrant their claim. In the event that such functionality is not available in the current release, the Proposer will be liable for any additional services and/or costs associated with developing or procuring such functionality.
Any modification to this workbook outside of the "Proposer Response" and "Proposer Comments, Descriptions, and Explanation" fields is an automatic disqualification from the Request for Proposal.
| Prioritization of Requirements | |
| Must Have | A critical requirement without which the product is not acceptable to the stakeholders. |
| Should Have | A necessary but deferrable requirement which makes the product less usable but still functional. |
| Could Have | A nice feature to have if there are resources but the proposed solution functions well without it. |
| Won't Have |
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Comment:
Is It necessary to even list Won’t Have requirements? What purpose do they serve? There is only one NF_019 on the Nonfunctional tab. Suggest deleting it.
Reply:
There were more requirements with “Won’t Have” status, removed where duplicates were present but kept others and updated the definition.
Reply:
Others kept: NF_099 and NF_100 A potentially available feature that is not desired by Program.
Proposer’s response to the Requirements will be scored on a point scale based on the ability of Proposer to deliver functionality. The following range of points will be given, factoring priority, and Proposer’s ability to deliver a Solution providing the function, and related effort to deliver.
| Point Scale | ||||
| Point Scale | Must Have | Should Have | Could Have | |
| Yes, Met as part of proposed Solution | 5 | 3 | 1 | |
| Yes, Met with Configuration | 4 | 2.4 | 0.4 | |
| Yes, Met with Customization | 2 | 1.2 | 0.4 | |
| Yes, Met with Third-Party Option | 1 | 0.6 | 0.2 | |
| Planned in a future release | 1 | 0.6 | 0.2 |
Is It necessary to even list Won’t Have requirements? What purpose do they serve? There is only one NF_019 on the Nonfunctional tab. Suggest deleting it.
There were more requirements with “Won’t Have” status, removed where duplicates were present but kept others and updated the definition.
Others kept: NF_099 and NF_100
2. Functional Model Desc.
IIS Functional Model descriptions Return to Cover Page
| Tab Name | # of Reqs | Function | Description | Capability |
| Admin System | 73 | Administer System | Management of global system settings and alerts for the Solution, including set up of user roles and permissions. | Hierarchy Configuration |
System Configuration User Roles and Permissions System Alerts Reports and Extracts 109 Reports and Extracts Management of reports and data extractions Standard Reports Ad Hoc Queries and Reports Print/Export Report Billable Reports Extracting Data Manage Orgs 105 Manage Organizations and Facilities Management of organizations and facility accounts. Organization/Facility Search Add, Edit, Inactivate Organization/Facility Organization/Facility Outreach VFC/Vaccine Program Enrollment Manage Users 39 Manage Users Management of user accounts. User Search Add, Edit, Inactivate User Authentication and Authorization Password Management Interop 67 Support Interoperability Manage interfaces to exchange data between the IIS and other systems. Onboarding Interfaces Data Exchange Data Quality 38 Ensure Data Quality Deduplication and consolidation of records. Patient Matching and Deduplication Vaccination Event Matching and Deduplication Eval Forecast 75 Evaluate and Forecast Determine the validity of past immunizations administered as a basis for determining immunizations due. Clinical Decision Support Reminder/Recall Coverage Reports School Assessment Manage immunization Record 116 Manage Immunization Records Manage patient demographics and patient immunization record. Patient Search Add, Edit Patient Demographics Patient Status Patient Consent Add, Edit Patient Immunization Print/Export Report Mass Vaccination Clinical Decision Support Manage Vaccine Inv 92 Manage Vaccine Inventory Order publicly-purchased vaccine and manage vaccine inventory. Vaccine Inventory Search Add, Edit Vaccine Inventory Vaccine Ordering Review/Approve Order Vaccine Dose Decrementing Vaccine Inventory Reconciliation Vaccine Transfer Vaccine Wastage Vaccine Expiration Data Access 10 Provide Data Access Provision of access to data and information. Consumer Access
Non-functional 18 Performance Performance efficiency relative to the amount of resources used under stated conditions. Time behavior Resource Utilization Capacity Usability Degree to which a product or system can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use. Operability User Error Protection Accessibility User Interface Reliability Degree to which a system, product or component performs specified functions under specified conditions for a specified period of time. Availability Recoverability Fault Tolerance Non-Repudiation Security Degree to which a product or system protects information and data so that persons or other products or systems have the degree of data access appropriate to their types and levels of authorization. Integrity Confidentiality Non-Repudiation Authenticity
| Maintainability | Degree of effectiveness and efficiency with which a product or system can be modified to improve it, correct it or adapt it to changes in environment, and in requirements. | Analyzability |
| Portability | Degree of effectiveness and efficiency with which a system, product or component can be transferred from one hardware, software or other operational or usage environment to another. | Adaptability |
Installability
3. Manage Vaccine Inventory
| Function: Manage Vaccine Inventory | ||||||||||||
| RTM/Req Origin | Req. # | Related To | Capability | Requirement | Priority | Comments | Vendor Solution Capability | Proposer Comments, Descriptions, and Explanation | ||||
| If Yes with customization: Indicate the timeline for development and release. | Response Score | Weight | Total | |||||||||
| Vaccine Inventory Search | ||||||||||||
| PHII | MVI_001 | Vaccine Inventory Search | ability to search inventory by user-defined parameters | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_002 | Vaccine Inventory Search | ability to search the inventory by funding source | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_003 | Vaccine Inventory Search | ability to search inventory by vaccine type | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_004 | Vaccine Inventory Search | ability to search inventory by vaccine lot number | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_005 | Vaccine Inventory Search | ability to search inventory by vaccine National Drug Codes | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Add, Edit Vaccine Inventory | ||||||||||||
| PHII | MVI_006 | Add, Edit Vaccine Inventory | ability to manage vaccine inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_007 | Add, Edit Vaccine Inventory | ability to support visualization of current vaccine inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_008 | Add, Edit Vaccine Inventory | ability to edit inventory funding source at the lot level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_009 | Add, Edit Vaccine Inventory | ability to edit inventory funding source at the vaccine level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_010 | Add, Edit Vaccine Inventory | ability to add vaccine information to inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_011 | Add, Edit Vaccine Inventory | ability to support barcode scanning system to electronically upload vaccine inventory to the IIS | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_012 | Add, Edit Vaccine Inventory | ability to view current inventory list by facility | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_013 | Add, Edit Vaccine Inventory | ability to view current inventory list by organization | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_014 | Add, Edit Vaccine Inventory | ability for jurisdictional admin to edit organization/facility inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_015 | Add, Edit Vaccine Inventory | ability to manage vaccine borrowed from lots belonging to one funding source to lots belonging to another funding source | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_016 | Add, Edit Vaccine Inventory | ability to reclassify funding source of borrowed vaccine from private to public or vice versa for replacement cases | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_017 | Add, Edit Vaccine Inventory | ability to view storage capability | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_018 | Add, Edit Vaccine Inventory | ability to document vaccine storage and handling events such as temperature excursions | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_019 | Add, Edit Vaccine Inventory | ability to store storage capability | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| OIP | MVI_019.a | Add, Edit Vaccine Inventory | ability to manage vaccine cost and effective date of cost | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Vaccine Ordering | ||||||||||||
| PHII | MVI_020 | Vaccine Ordering | ability for rule based logic to recommend vaccine order quantity, preferably taking into account provider type, population served, historical usage/doses administered, doses wasted/expired, and inventory on hand | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_021 | Vaccine Ordering | ability to alert user when "reorder recommendation" inventory level is reached | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_022 | Vaccine Ordering | ability to pre-populate order with recommended quantities based on inventory, doses reported as administered to IIS | Must Have | updated PHII2025 | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MVI_023 | Vaccine Ordering | ability to edit pre-populated order quantity | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_024 | Vaccine Ordering | ability to order vaccines | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_025 | Vaccine Ordering | ability for jurisdictional admin to activate vaccines available for ordering, including to specify which vaccines are available to different uses, funding types and delivery options (pediatric, adult; VFC, 317, state, CHIP; direct-ship), provider types (which should be assigned in Manage Orgs), and across public and private. | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_026 | Vaccine Ordering | ability for jurisdictional admin to inactivate vaccines available for ordering | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_027 | Vaccine Ordering | ability to order vaccine funded through VFC, state, 317, CHIP and other CDC-approved funding sources | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_028 | Vaccine Ordering | ability to view all orders by user-defined parameters | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_029 | Vaccine Ordering | ability to update delivery hours to receive shipments | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_030 | Vaccine Ordering | ability to enter a reason for vaccine orders outside the recommended order quantity | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_031 | Vaccine Ordering | ability to search and view past vaccine orders by facility within a specified timeframe | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_032 | Vaccine Ordering | ability to verify contact information during each order without leaving ordering workflow | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_033 | Vaccine Ordering | ability to update contact information during each order without leaving ordering workflow | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_034 | Vaccine Ordering | ability to save an unsubmitted order | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_035 | Vaccine Ordering | ability to update organization/facility contact information before submitting a vaccine order | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_036 | Vaccine Ordering | ability to cancel unsubmitted or unprocessed vaccine orders | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_037 | Vaccine Ordering | ability to edit unsubmitted or unprocessed vaccine orders | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_038 | Vaccine Ordering | ability to save an unsubmitted order after rejection | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_039 | Vaccine Ordering | ability to verify order information before order submitted | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_040 | Vaccine Ordering | ability for jurisdictional admin to reject a vaccine order | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_041 | Vaccine Ordering | ability for jurisdictional admin to select a reason code when rejecting an order | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_042 | Vaccine Ordering | ability to edit an order after rejection | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_043 | Vaccine Ordering | ability to resubmit an order after rejection | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_044 | Vaccine Ordering | ability to electronically notify the facility of a rejected order | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_045 | Vaccine Ordering | ability to track the shipping status of orders | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_046 | Vaccine Ordering | ability to verify packing slip information after order is shipped, including documenting tracking numbers. | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_047 | Vaccine Ordering | ability to receive electronic notification when order quantity received does not match vaccine order | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_048 | Vaccine Ordering | ability to receive electronic notification when vaccine order received is damaged | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_049 | Vaccine Ordering | ability to request shipping label(s) for nonviable vaccine subject to return | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_050 | Vaccine Ordering | ability to search for past vaccine returns within a specified timeframe | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_051 | Vaccine Ordering | ability to view past vaccine returns within a specified time frame | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_052 | Vaccine Ordering | ability to pre-book vaccine orders | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_053 | Vaccine Ordering | ability for jurisdictional admin to allocate vaccine inventory per user defined parameters | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MVI_053.a | Vaccine Ordering | ability for jurisdictional admin to receive and edit bulk order(s) for each prebooked NDC | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MVI_053.b | Vaccine Ordering | ability to decrement allocations against bulk order amount(s) for each prebooked NDC | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_054 | Vaccine Ordering | ability to activate vaccine ordering functionality for all designated organizations/facilities during a public health emergency | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_055 | Vaccine Ordering | ability for jurisdictional admin to create order sets | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Review/Approve Order | ||||||||||||
| PHII | MVI_056 | Review/Approve Order | ability for jurisdictional admin to review order | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_057 | Review/Approve Order | ability to support a rules-based decision logic to approve or reject order if above or below recommended order quantity | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_058 | Review/Approve Order | ability for jurisdictional admin to approve order | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MVI_058.a | Review/Approve Order | ability for jurisdictional admin to approve order and indicate which funding source(s) should be used to fill it. Should conform to VTrckS ExIS spec for funding types. | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_059 | Review/Approve Order | ability for jurisdictional admin to adjust order | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_060 | Review/Approve Order | ability for jurisdictional admin to electronically accept VFC vaccine into inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_061 | Review/Approve Order | ability to accept each vaccine product in the IIS after shipment is received | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Vaccine Dose Decrementing | ||||||||||||
| PHII | MVI_062 | Vaccine Dose Decrementing | ability to automatically decrement vaccine doses from inventory when matched vaccine doses are reported as administered | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_063 | Vaccine Dose Decrementing | ability to automatically match vaccine doses reported as administered to vaccine doses in inventory to facilitate dose decrementing | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_064 | Vaccine Dose Decrementing | ability to automatically decrement vaccine inventory in real-time via HL7 messaging; inventory should decrement upon receipt and processing, regardless of data file type or submission (HL7 v.2 or FHIR, flat file, etc.) | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_065 | Vaccine Dose Decrementing | ability to automatically decrement vaccine inventory in real-time via UI data entry | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Vaccine Inventory Reconciliation | ||||||||||||
| PHII | MVI_066 | Vaccine Inventory Reconciliation | ability to reconcile vaccine doses currently in physical storage with vaccine doses reflected in Solution inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MVI_066.a | Vaccine Inventory Reconciliation | ability to suggest reasons for discrepancy between quantity in physical storage and vaccine doses reflected in Solution inventory (e.g., lot numbers that did not decrement) | Should Have | ERROR:#N/A | 0.6 | ERROR:#N/A | |||||
| PHII | MVI_067 | Vaccine Inventory Reconciliation | ability to document reductions in vaccine inventory due to outgoing vaccine transfers | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_068 | Vaccine Inventory Reconciliation | ability to electronically document reductions in vaccine inventory due to outgoing vaccine wastage | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_069 | Vaccine Inventory Reconciliation | ability to enter current number of vaccine doses on-hand in physical storage | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_070 | Vaccine Inventory Reconciliation | ability to track and manage doses for vaccines: on hand, administered, wasted, expired, ordered, recalled, returned, transferred | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_071 | Vaccine Inventory Reconciliation | ability to enable removal of recalled lots from active inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_072 | Vaccine Inventory Reconciliation | ability to print a reconciliation worksheet | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Vaccine Transfers | ||||||||||||
| PHII | MVI_073 | Vaccine Transfers | ability for jurisdictional admin to approve vaccine transfers | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_074 | Vaccine Transfers | ability for jurisdictional admin to initiate VFC vaccine transfers | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_075 | Vaccine Transfers | ability to accept VFC vaccine transfers | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_076 | Vaccine Transfers | ability for jurisdictional admin to reject vaccine transfers | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_077 | Vaccine Transfers | ability to search and view past vaccine transfers within a specified timeframe | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_078 | Vaccine Transfers | ability for jurisdictional admin to allow for direct vaccine transfer between facilities without jurisdictional pre-approval, but with jurisdictional visibility/oversight. | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Vaccine Wastage | ||||||||||||
| PHII | MVI_079 | Vaccine Wastage | ability to manage vaccine wastage | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_080 | Vaccine Wastage | ability to determine the total cost of wasted vaccine by user-defined parameters | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_081 | Vaccine Wastage | ability for jurisdictional admin to modify inventory quantity to reflect wastage | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_082 | Vaccine Wastage | ability for jurisdictional admin to assign reason for inventory wastage | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_083 | Vaccine Wastage | ability to determine the total doses of vaccine wasted by user-defined parameters | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Vaccine Expiration | ||||||||||||
| PHII | MVI_084 | Vaccine Expiration | ability to manage vaccine expiration | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MVI_085 | Vaccine Expiration | ability to alert users to vaccine nearing expiration | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_086 | Vaccine Expiration | ability to provide alerts for inventory already expired | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MVI_087 | Vaccine Expiration | ability for jurisdictional admin to modify inventory quantity removed from available inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| ERROR:#N/A |
4. Manage Immunization Records
| Function: Manage Patient and Immunization Records | ||||||||||||
| RTM/Req Origin | Req. # | Related To | Capability | Requirement | Priority | Comments | Vendor Solution Capability | Proposer Comments, Descriptions, and Explanation | ||||
| If Yes with customization: Indicate the timeline for development and release. | Response Score | Weight | Total | |||||||||
| Patient Search | ||||||||||||
| PHII | MPIR_001 | Patient Search | ability to search for patient records | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_002 | AS_044 | Patient Search | ability to search patient record based on one or multiple user-defined parameters; search parameters must be configurable by jurisdictional users | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_003 | Patient Search | ability to re-search for a patient record by modifying existing search parameters | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_004 | Patient Search | ability to display the list of returned possible patient matches per jurisdictional policy | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_005 | Patient Search | ability to select a patient record from the list of possible patient matches | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Add, Edit Patient Demographic | ||||||||||||
| PHII | MPIR_006 | Add, Edit Patient Demographics | ability to add demographic information to a patient record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_007 | Add, Edit Patient Demographics | ability to create a new patient record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_008 | Add, Edit Patient Demographics | ability to edit demographic information in a patient record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_009 | SID_002,003, 0005 | Add, Edit Patient Demographics | ability to insert permanent comments in a patient's record that can be viewed based on role/permission | Must Have | "Comments" here refer to refusals, immunity, reactions, history of disease, etc. | ERROR:#N/A | 1 | ERROR:#N/A | |||
| PHII | MPIR_010 | Add, Edit Patient Demographics | ability to display the user who created the permanent comment in a patient's record | Must Have | "Comments" here refer to refusals, immunity, reactions, history of disease, etc. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_011 | Add, Edit Patient Demographics | ability to prevent a patient record from being saved unless Must Have fields are completed, per jurisdictional policy | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_012 | Add, Edit Patient Demographics | ability to automatically notify a user when attempting to submit an incomplete patient record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_013 | SD_001-SD_008 | Add, Edit Patient Demographics | ability to store CDC Endorsed Data Elements for all patient records | Must Have | https://www.cdc.gov/iis/core-data-elements/index.html | ERROR:#N/A | 1 | ERROR:#N/A | |||
| Program Requirement | MPIR_013.a | Add, Edit Patient Demographics | ability to store Responsible Person email address and phone number | Should Have | ERROR:#N/A | 0.6 | ERROR:#N/A | |||||
| Program Requirement | MPIR_070 | Add, Edit Patient Demographics | ability to store expanded list of race/ethnicity codes, configurable by jurisdictional admin (to meet State requirements for support of REALD) | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_014 | Add, Edit Patient Demographics | ability to store multiple of reported names for each patient to include: first name, middle name, last name, alias, maiden name; must also have ability to search on multiple surnames, including where clients have more than one last name | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MPIR_014.a | Add, Edit Patient Demographics | ability to permanently delete prior name, address, phone, responsible person in cases of adoption | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_015 | Add, Edit Patient Demographics | ability to store multiple patient addresses, including where address might be outside of U.S.; must include address option of "on file with school" | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_016 | Add, Edit Patient Demographics | ability to support multiple patient address type designations (e.g. primary address, vacation address) | Should Have | ERROR:#N/A | 0.6 | ERROR:#N/A | |||||
| PHII | MPIR_017 | Add, Edit Patient Demographics | ability to identify effective dates for use of a patient address | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MPIR_018 | Add, Edit Patient Demographics | ability to store all historic addresses for a patient | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_019 | Add, Edit Patient Demographics | ability to store country information related to where the patient was born | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_020 | Add, Edit Patient Demographics | ability to flag patient address as a verified United States Postal Service address (e.g., via SmartyStreets) | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_021 | Add, Edit Patient Demographics | ability to record date patient address last verified as a United States Postal Service address (e.g., via SmartyStreets) | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_022 | Add, Edit Patient Demographics | ability to automatically create a unique patient ID number | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_023 | Add, Edit Patient Demographics | ability to automatically associate any ID number associated with the patient (e.g. school ID) to the patient's record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_024 | Add, Edit Patient Demographics | ability to track patients of all ages per jurisdictional law or policy | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_025 | Add, Edit Patient Demographics | ability to store mother's HBsAg status for a patient and visibly flag on the infant's record for the clinician to see | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MPIR_026 | Add, Edit Patient Demographics | ability to store a patient's occupation | Must Have | Particularly relevant for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_027 | Add, Edit Patient Demographics | ability to designate patient as belonging to a priority group for vaccination | Must Have | Particularly relevant for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_028 | SD_017-020 | Add, Edit Patient Demographics | ability to store multiple patient identifiers, including non-changing unique identifiers (SSN, Medicaid, etc.) | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_029 | Add, Edit Patient Demographics | ability to assign patient records to a cohort | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_030 | Add, Edit Patient Demographics | ability to assign patient records to multiple cohorts | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_031 | Add, Edit Patient Demographics | ability to view patient records by cohort | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_032 | Add, Edit Patient Demographics | ability to remove patient records from a cohort | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SD_009 | Add, Edit Patient Demographics | captures and stores student grade level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SD_010 | Add, Edit Patient Demographics | captures and stores student homelessness status | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SD_011 | Add, Edit Patient Demographics | captures and stores student's teacher/client supervisor name | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| School Law | SD_012 | Add, Edit Patient Demographics | captures student's classroom location | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| School Law | SD_013 | Add, Edit Patient Demographics | captures and stores date (or flags if) student stopped attending site, possibly with an annual reset | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| School Law | SD_014 | Add, Edit Patient Demographics | captures and stores student's date of enrollment | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SD_016 | Add, Edit Patient Demographics | allows for deidentified records to be counted in school reports with ability to manually adjust through user interface | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SD_031 | Add, Edit Patient Demographics | captures and stores responsible party email address | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| School Law | SD_032 | Add, Edit Patient Demographics | captures and stores responsible party phone number | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| Patient Status | ||||||||||||
| PHII | MPIR_033 | Patient Status | ability to manage patient status at the organization/facility level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_034 | Patient Status | ability to store active patient status at the organization/facility level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_035 | SD_015 | Patient Status | ability to store inactive patient status at the organization/facility level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_036 | Patient Status | ability to edit active patient status at the organization/facility level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_037 | Patient Status | ability to edit inactive patient status at the organization/facility level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_038 | Patient Status | ability to store reason for inactive status of patients at the organizational/facility level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_039 | Patient Status | ability to edit multiple patients status in one action | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_040 | Patient Status | ability to manage patient status at the geographic jurisdictional level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_041 | Patient Status | ability to store active patient status at the geographic jurisdiction level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_042 | Patient Status | ability to store inactive patient status at the geographic jurisdictional level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_043 | Patient Status | ability to edit active patient status at the geographic jurisdictional level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_044 | Patient Status | ability to edit inactive patient status at the geographic jurisdictional level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_045 | Patient Status | ability to store reason for inactive status of patients at the geographic jurisdictional level | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_046 | Patient Status | ability to restrict access to patient records that have been placed in an inactive status | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_047 | Patient Status | ability to restrict edits to patient records that have been placed in an inactive status | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SD_038 | Patient status | allows a student to be assigned to a primary site when they are associated with multiple sites | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Patient Consent | ||||||||||||
| PHII | MPIR_048 | Patient Consent | ability to manage patient consent per jurisdictional policy | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MPIR_048.a | Patient Consent | ability for jurisdictional admin to lock a patient record per jurisdictional policy | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_049 | Patient Consent | ability for jurisdictional admin to update patient consent on a patient's record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MPIR_049.a | Patient Consent | ability for jurisdictional admin to delete immunization records for a specific patient record (e.g. at patient request) and for future incoming immunization records on same patient to be refused; when flagged by jurisdictional admin, incoming immunizations will not be saved to this patient's record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_050 | Patient Consent | ability for jurisdictional admin to opt out a patient (18+ only) from participating in the IIS | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_050a | Patient Consent | ability to opt in a patient for participation in the IIS | Could Have | new PHII2025; Oregon is an opt-out state | ERROR:#N/A | 0.2 | ERROR:#N/A | ||||
| PHII | MPIR_051 | Patient Consent | ability for jurisdictional admin to enable access to a patient record per consent designation; a locked record could continue to be updated as data comes in, but not be visible | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_052 | Patient Consent | ability for jurisdictional admin to enable updates to a patient record per consent designation | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Add, Edit Patient Immunization | ||||||||||||
| PHII | MPIR_053 | SID_006-SID_018 &SID_022 | Add, Edit Patient Immunization | ability to add vaccination event information in accordance with all federally-required charting elements to a patient record | Must Have | See Nat'l Vaccine Injury Compensation Act for list of elements (VIS, VIS date, dose amount, etc.) | ERROR:#N/A | 1 | ERROR:#N/A | |||
| PHII | MPIR_054 | Add, Edit Patient Immunization | ability to edit vaccine information in a patient record | Must Have | This is important in scenarios where the logic considers an immunizationof same type within 14 days a duplicate. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_055 | Add, Edit Patient Immunization | ability to mark vaccine information in a patient record for deletion | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_056 | Add, Edit Patient Immunization | ability to add reason for deletion of vaccine information in a patient record | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MPIR_057 | Add, Edit Patient Immunization | ability to capture vaccine eligibility by vaccine dose for publicly purchased vaccine | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MPIR_057.a | Add, Edit Patient Immunization | ability to capture vaccine eligibility by vaccine dose for privately purchased vaccine | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_058 | Add, Edit Patient Immunization | ability to store vaccine eligibility by vaccine dose for publicly purchased vaccine | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| Program Requirement | MPIR_058.a | Add, Edit Patient Immunization | ability to capture vaccine eligibility by vaccine dose for privately purchased vaccine | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_059 | Add, Edit Patient Immunization | ability to report multiple doses administered to the same patient on the same administration date via the UI | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_060 | Add, Edit Patient Immunization | ability to store all CDC Endorsed Data Elements related to vaccine events | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_061 | Add, Edit Patient Immunization | ability to enter vaccination substandard or otherwise compromised flag | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_062 | Add, Edit Patient Immunization | ability to view submitted vaccination event information on a patient's record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_063 | Add, Edit Patient Immunization | ability to store adverse reactions in accordance with Vaccine Recommendations and Guidelines of the ACIP | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_064 | Add, Edit Patient Immunization | ability to flag an adverse reaction as having been reported to VAERS | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_065 | Add, Edit Patient Immunization | ability to store patient vaccination event funding eligibility information | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_066 | Add, Edit Patient Immunization | ability to print form for signature of vaccine refusal by patient for each individual vaccine antigen | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | MPIR_067 | Add, Edit Patient Immunization | ability to ensure that the default lot number is from the oldest lot when entering an administered dose from inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_068 | Add, Edit Patient Immunization | ability to record administration of vaccination regardless if vaccine has since expired in inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_069 | Add, Edit Patient Immunization | ability to track vaccinations that require adjuvant | Must Have | Particularly relevant for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| School Law | SID_020 | Add, Edit Patient Demographics | displays student's age (automatically calculated from birthday) when a dose of vaccine was given | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| School Law | SID_021 | Add, Edit Patient Immunization | allows sites to indicate when a child has been cleared from exclusion status, both before exclusion letters are mailed and after | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SID_024 | Add, Edit Patient Immunization | captures the date the exclusion order was canceled, as applicable for 'no record' exclusion | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SED_004 | Add, Edit Patient Immunization | captures and stores date exemption established: including temporary medical, permenant medical, and nonmedical | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SED_005 | Add, Edit Patient Immunization | captures and stores the date temporary medical exemptions needs review | Must Have | Currently required for temporary medical exemptions | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| School Law | SED_007 | Add, Edit Patient Immunization | identifies new medical exemptions for review | Should Have | ERROR:#N/A | 0.6 | ERROR:#N/A | |||||
| School Law | SED_008 | Add, Edit Patient Immunization | captures and stores source of nonmedical exemptions as either health care practitioner or online module | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SED_015 | Add, Edit Patient Immunization | retains exemption data until status changes or student record retention schedule | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SED_016 | Add, Edit Patient Immunization | captures and stores the exemption data separate from the immunization record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SLINT_011 | SLINT_013 | Add, Edit Patient Immunization | allows for manual data entry of immunizations for school-use only and does not show on the clinical record; medically-verified records must be added to full ALERT record and non-verified data should be viewable only by schools | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| School Law | SLINT_012 | Add, Edit Patient Immunization | accepts, reviews, and approves/denies electronic medical exemptions | Should Have | ERROR:#N/A | 0.6 | ERROR:#N/A | |||||
| Print/Export Record | ||||||||||||
| PHII | MPIR_070 | Print/Export Record | ability to securely print a patient immunization record that meets State specifications; printable report should be customiziable to be consistent with school requirements, or other future scenarios | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_071 | Print/Export Record | ability to include evaluated history in the printable version of the patient record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_072 | Print/Export Record | ability to include the forecast in the printable version of the patient record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_073 | Print/Export Record | ability to include immunity in the printable version of the patient record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_074 | Print/Export Record | ability to securely export a patient immunization record | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | MPIR_075 | Print/Export Record | ability to export a patient record in user-defined format | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| Mass Vaccination | ||||||||||||
| PHII | MPIR_076 | Mass Vaccination | ability to support mass vaccination operations | Must Have | Necessary for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_077 | Mass Vaccination | ability to rapidly capture patient demographic information offline during mass vaccination clinic for later upload/saving | Must Have | Necessary for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_078 | Mass Vaccination | ability to rapidly capture vaccine information offline during mass vaccination clinic for later upload/saving | Must Have | Necessary for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_079 | Mass Vaccination | ability to support rapid capture of patient demographic information during mass vaccination clinic | Must Have | Necessary for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_080 | Mass Vaccination | ability to support rapid capture of vaccine information during mass vaccination clinic | Must Have | Necessary for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| PHII | MPIR_081 | Mass Vaccination | ability to administer vaccines during public health emergency without impacting the patient's status at the organization/facility level | Should Have | Necessary for mass vaccination. | ERROR:#N/A | 0.6 | ERROR:#N/A | ||||
| PHII | MPIR_082 | Mass Vaccination | ability for jurisdictional admin to flag/indicate org/facility participation in mass vaccination event | Must Have | Necessary for mass vaccination. | ERROR:#N/A | 1 | ERROR:#N/A | ||||
| Clinical Decision Support | ||||||||||||
| School Law | SED_017 | Exemption Management | generates an error if any part of the nonmedical exemption documentation is missing | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | SED_018 | Exemption Management | captures and stores the status of all medical exemptions whether approved or denied | Should Have | ERROR:#N/A | 0.6 | ERROR:#N/A | |||||
| School Law | SED_019 | Exemption Management | captures and stores exemption type | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | RF_091 | Exemption Management | has the capability to identify groups of students based on school law compliance status, based on the overall status or individual antigen status | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| School Law | RF_084 | Exemption Management | captures when immunization or exemption information submitted with no signature (electronic or manual) | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| ERROR:#N/A |
https://repository.immregistries.org/resource/priority-group-preliminary-guidance/https://www.cdc.gov/iis/core-data-elements/index.html
5. Administer System
| Function: Administer System | ||||||||||||
| RTM/Req Origin | Req. # | Related To | Capability | Requirement | Priority | Comments | Vendor Solution Capability | Proposer Comments, Descriptions, and Explanation | ||||
| If Yes with customization: Indicate the timeline for development and release. | Response Score | Weight | Total | |||||||||
| Hierarchy Configuration | ||||||||||||
| PHII | AS_001 | Hierarchy Configuration | ability to establish the IIS hierarchy to associate and manage relationships between entities | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_002 | Hierarchy Configuration | ability to associate user(s) to a facility | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_003 | Hierarchy Configuration | ability to associate clinician(s) to a facility | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_004 | Hierarchy Configuration | ability to associate facility/facilities to an organization | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_005 | Hierarchy Configuration | ability to establish geographic jurisdictional hierarchy | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_006 | Hierarchy Configuration | ability to aggregate data across user-defined hierarchies | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| System Configuration | ||||||||||||
| PHII | AS_007 | System Configuration | ability to maintain inventory availability in IIS visible to authorized users | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_008 | System Configuration | ability for jurisdictional admin to maintain separate VFC supplied inventory in the IIS | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_009 | System Configuration | ability for jurisdictional admin to maintain separate jurisdiction supplied inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_010 | System Configuration | ability for jurisdictional admin to maintain separate private stock inventory | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_011 | System Configuration | ability for jurisdictional admin to manage code sets and add new vaccine groups, manufacturers and other relevant codes | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_012 | System Configuration | ability for jurisdictional admin to update NDC codes | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_013 | System Configuration | ability for jurisdictional admin to update CVX codes | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_014 | System Configuration | ability for jurisdictional admin to update MVX codes | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_015 | System Configuration | ability to configure default values to minimize data input | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_016 | System Configuration | ability to display an error message in the user interface when minimum information Must Have is not complete | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_017 | System Configuration | ability to standardize addresses per US Postal conventions and codes | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_018 | System Configuration | ability to verify validity of addresses (as valid USPS addresses) in the IIS through electronic means (e.g., SmartyStreets) | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_019 | System Configuration | ability to geocode addresses | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_020 | System Configuration | ability to validate accurate assignment of address to an individual through electronic means (e.g., LexisNexis) | Could Have | ERROR:#N/A | 0.2 | ERROR:#N/A | |||||
| PHII | AS_021 | System Configuration | ability for jurisdictional admin to modify facility types according to immunization program descriptions and CDC VFC Program descriptions | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_022 | System Configuration | ability for jurisdictional admin to configure rules governing data validation of incoming HL7 messages | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_023 | System Configuration | ability to configure an authorization agreement as per jurisdictional policy | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_024 | System Configuration | ability to configure a user agreement as per jurisdictional policy | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_025 | System Configuration | ability to display age in year/month/day format in all age display fields (e.g., 2 years, 4 months, 3 days) | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_026 | System Configuration | ability to provide optional calendar to select a date in a web client | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_027 | System Configuration | ability to add patient priority group indicators | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_028 | System Configuration | ability to modify patient priority group indicators | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_029 | System Configuration | ability for jurisdictional admin to manage business rules related to data quality | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_030 | System Configuration | ability for jurisdictional admin to specify business rules for monitoring data quality | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_031 | System Configuration | ability for jurisdictional admin to modify business rules for monitoring data quality | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_032 | System Configuration | ability to configure the organization enrollment form | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_033 | System Configuration | support rules-based logic to suggest approval or rejection of enrollment form based on review of completed fields | Must Have | ERROR:#N/A | 1 | ERROR:#N/A | |||||
| PHII | AS_034 | System Configuration | ability to manage rules-based logic for approval or rejection of enrollment form | Must Have | ERROR:#N/A | 1 | ERROR:#N/A |
This is the start of the file's text. The full file is on GovTribe.
File details come from the government source that posted it. Updated .