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Credentials & Compliance3 min read
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How do I track annual PPD tests, hepatitis titers, and flu vaccinations?

Monitor clinical immunization health files, PPD skin tests, QuantiFERON gold blood tests, MMR/Hep B titers, and seasonal flu declarations.

Direct Operational Answer

To track immunizations in YourMedSoft, open the clinician profile under Credentials, select Health & Immunizations, choose the test type (PPD, QuantiFERON, MMR, Hep B, Influenza, COVID-19), enter the reading or test date, set the annual renewal countdown, and upload clinical documentation.

YourMedSoft · Credentials & Compliance
How do I track annual PPD tests, hepatitis titers, and flu vaccinations?

What You Need Before Starting

  • Clinician must have signed health intake paperwork and lab result records.

Clinical & Regulatory Compliance Standards

  • Compliant with CDC healthcare worker tuberculosis guidelines and OSHA bloodborne pathogen standards.

Step-by-Step Instructions

1

Access Health & Immunizations Tab

From the clinician’s credential profile, click "Health & Immunizations".

UI: Tab: Health & Immunizations
2

Add Immunization or Test Record

Click "Add Health Record" and select the vaccine or screening type from the dropdown.

UI: Button: Add Health Record
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3

Input Test Date and Expiration Horizon

Enter the test/administration date and set expiration (e.g., 1 year for PPD, lifetime for positive Hep B titer).

4

Attach Clinical Lab Documentation

Upload the lab report PDF or clinician clinic documentation, then click "Save Record".

Pro-Tips & Best Practices

  • For clinicians with positive PPD history, record the negative chest X-ray and annual symptom questionnaire.

Troubleshooting & Operational Edge Cases

Issue: Clinician uploaded declination form instead of flu vaccine

Operational Resolution: Select "Declination Form on File" in the record status dropdown and attach the signed religious/medical exemption document.

Frequently Asked Questions & Troubleshooting

Does the system notify staff when annual TB tests are due?

Yes. The 30/60/90-day alert matrix monitors TB and annual flu deadlines and alerts clinicians to schedule clinic appointments.

Authored by: YourMedSoft Clinical Compliance TeamMedically & Operationally Reviewed by: Sarah Jenkins, MSN, RN, Healthcare Compliance Director
Last Updated: March 2026 Verified

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