Vaccine Provider Guide
  • COVID-19 Vaccine Provider Guide: A Technology Lens
  • Introduction
    • How is this guide different?
    • Who created this guide?
    • Next steps after reading this guide
  • Vaccination Rollout
    • Background
    • Key Areas
      • 1. Confirming eligibility of patients
      • 2. Scheduling appointments and reminders
      • 3. Collecting patient information
      • 4. Administering vaccines on-site
      • 5. Reporting data to your state’s Immunization Information System (IIS)
      • 6. Billing insurance and claims for the uninsured
      • 7. Managing vaccine inventory (ongoing)
      • 8. Communicating with the public (ongoing)
        • Key considerations for messaging
        • Public communication templates & resources
          • Free county website template
          • USDR research on at-risk and vulnerable communities
          • Guidance from public health practioners
          • Helpful government sites
      • Miscellaneous considerations
  • Tech tools
    • Tool Categories
    • Vendor Categories
      • How to Evaluate Vendors
        • Identify your goals and constraints
        • Choose vendors to evaluate
        • Answer key questions
        • Scheduling / queue management tool - Questions
        • Patient registration tool - Questions
    • Switching Vendors
      • Switching Costs
      • Contract Modifications & Switching
    • Summary of Findings
      • Common Challenges
      • Evaluating Media
      • Common User Interface Issues
      • Outages and Downtime
      • Limitations of Technology
    • Vendor Reviews
  • What's next?
  • Acknowledgements
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On this page
  • Resident experience
  • Provider on-site experience
  • Admin experience

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  1. Tech tools
  2. Vendor Categories
  3. How to Evaluate Vendors

Scheduling / queue management tool - Questions

Here are some key questions to ask as you evaluate a scheduling / queue management tool.

Resident experience

  • What’s the overall flow for scheduling?

  • Flow for scheduling an appointment ahead of time

  • Flow for scheduling a day-of visit and schedule a real-time walk-in

  • Lightweight screener at time of booking to confirm eligibility

  • Do they have a way to upload eligibility information? (e.g. ID card)

  • Reminders: day before, day-of, “you’re up soon”, with information on what to expect to prepare them in advance

  • Ability to reschedule and/or cancel

Provider on-site experience

  • Workflow manager

  • 2-way messaging between resident and provider

  • Determine whether 1st or 2nd shot and what the brand is

  • Manually add patients

Admin experience

  • Easily manage multiple locations at the same time, manage # of lines available

  • Dynamic scheduling day-of

  • Grace period for residents running late

  • Ability to shut off line (e.g. if running behind)

  • Cancel a block of appointments (e.g. due to weather) and message people about the cancellation

  • Easy access to vaccination data for reporting purposes.

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Last updated 4 years ago

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