Jurisdiction Point of Contact (POC) User Manual

Your Role and Activities in VAMS

As a jurisdiction POC, VAMS serves as your primary tool for managing critical functions and oversight of COVID-19 vaccine distribution to clinics in your jurisdiction. Your role ensures that COVID-19 vaccine administration is consistent across your jurisdiction, avoiding variations in data quality and availability.

You will also use VAMS to:

• Collect accurate, near real-time, de-identified, record-level data,
• Track and monitor vaccine administration, and
• Promote real-time awareness of all of the above

You will interact with three groups during the ongoing COVID-19 vaccination efforts:

• Centers for Disease Control and Prevention (CDC)
• Vaccination clinics who will administer the COVID-19 vaccines in your jurisdiction
• Organizations of priority group workers (including volunteers) in your jurisdiction

You likely already have a CDC point of contact (POC). However, vaccination clinics and organizations need to select someone in their organization to be your POC.

In addition to your own role, this diagram provides an overview of the roles and responsibilities for each group’s POC and shows the flow of information from one POC to another.

Data Entry in VAMS: Frequently Asked Questions

Types of Email Notifications Users Should Expect From VAMS

While users can select their preferred method of communication to be email or SMS text, some communications will always be sent through email. You may receive email notifications from the following five email addresses:  

• vams@cdc.gov
• no-reply@mail.vams.cdc.gov
• no-reply@envelope.mail.vams.cdc.gov
• VAMSHelp@cdc.gov
• *@salesforce.com

Please work with your IT team to ensure these emails do not get sent to your spam folder.

vams@cdc.gov will be auto-generated emails related to Clinic, Jurisdiction, Organization Portal messages such as:

• Registration links to new VAMS users
• Re-occurring two-factor authentication for logins
• Updates on inventory requests

no-reply@mail.vams.cdc.gov and no-reply@envelope.mail.vams.cdc.gov will be auto-generated emails related to the Recipient Portal such as:

• The initial two-factor authentication code
• Links for recipients to complete Pre-vaccination Questionnaires
• Reminders about upcoming recipient appointments

VAMSHelp@cdc.gov will be:

• Communications from the VAMS Help Desk

*@salesforce.com: Depending on some email server configurations, we have heard of rare cases where emails are delivered directly from Salesforce. Potential cases include password resets and interacting with VAMS Help Desk agents.

Account Creation: Frequently Asked Questions

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Clinic Portal Roles in VAMS

Clinic Types in VAMS

Add Clinics One at a Time or Via Bulk Upload

Search and View Clinics

Manage Clinics

Clinic Portal Roles in VAMS

There are four roles available in the Clinic Portal:

• Clinic administrator (CA)
• Inventory manager (IM)
• Front desk (FD)
• Healthcare professional (HP)

Depending on the clinic type, only some of the roles must be filled for a clinic to operate successfully. The VAMS Role and Activity Matrix below provides a brief summary of the Clinic Portal roles and their activities in VAMS.

Clinic Portal Roles

Clinic Portal Roles	CA	IM*	FD**	HP
Serve as the clinic POC for your jurisdiction.	■
Manage clinic information (e.g., shipping address).	■
Set and manage clinic schedule (standard and mobile clinics only).	■
Manage clinic vaccine inventory.	■	■
Manage (add, edit, remove) VAMS clinic users.	■
Check in recipients, create walk-ins, or cancel appointments (standard and mobile clinics only).			■
Administer vaccine or COVID-19 tests to recipients.				■

*Optional role for all clinic types since the clinic administrator can also perform inventory management tasks

**Front desk role is not used in VAMS for third-party clinics since they do not check in recipients in VAMS

If you have questions about specific roles in VAMS, role-specific user manuals are available within “Resources for Jurisdictions, Clinics and Organizations”. For instructions on how to perform specific tasks in VAMS, quick reference guides are also available on this page.

Clinic Types in VAMS

In VAMS, clinics are categorized within three main types: standard, mobile, and third-party. If you are unsure which category your clinic falls under, a list of the different clinic types, accompanying clinic users and examples of each are included in the quick reference guide for clinic types.

Standard clinics can be vaccination or testing clinics.

Add Clinics One at a Time or Via Bulk Upload

You can add vaccination or testing clinics one at a time or you can add multiple clinics at once via bulk upload from the Manage Clinics tab. First, we will learn how to add one clinic at a time, then how to bulk upload them.

Add Clinics One at a Time

NOTE: The fields marked with a red asterisk (*) are required.

• Click Add Clinic on the Manage Clinics tab.
• Enter the clinic POC’s information.
• Click Next.

Quick Tip: Click Back to State Portal to cancel this process. Cancelling the process deletes any clinic information entered so far in the process.

• Enter the clinic’s information.
• The Clinic Services drop-down enables you to indicate whether the new clinic will be a COVID-19 testing or vaccination. Only standard clinics can be set up as COVID-19 testing clinics. Once a clinic is set up as a COVID-19 testing or vaccination clinics, it cannot be changed.
• Although the Provider PIN, Facility ID, and Parent Organization ID fields are not marked with a red asterisk, you must enter that information when adding clinics in VAMS unless you are told it is not required for your jurisdiction.
  • The Provider PIN identifies the facility for ordering in VTrckS, the Facility ID is required for CDC reporting, and the Parent Organization ID is required for HL7 integration.
• Click Next.
• Review all information entered on the Register Vaccination Clinic pages and verify it is correct. If so, click Next. If not, click Previous to make corrections.
  • NOTE: Once added, you cannot change most information associated with a clinic in VAMS, so review carefully prior to clicking Next on the Review page.

• After clicking Next, a message appears confirming the clinic is added to the system.
• Once they are added, clinic POCs receive an email from vams@cdc.gov with a link to activate their account and register their clinic in VAMS.

NOTE: To prevent duplication of clinic entries, VAMS will not add a clinic with the same address as a previously added clinic. If this occurs, you will receive an error message stating a clinic located at that address is already entered in the system.

Adding Clinics in VAMS: Frequently Asked Questions

Add Clinics via Bulk Upload

Bulk uploading allows you to add multiple clinics at once by adding their information in a comma delimited (.csv) template and uploading it in VAMS.

• Click Import Clinics on the Manage Clinics tab.
• Click the Clinic Import Template link in the pop-up window that appears. After clicking the link, the template file will download to your computer.
  • NOTE: Always ensure you download and use the latest version of the import template each time you attempt to bulk upload clinics in VAMS to take advantage of constant improvements and to avoid data issues/inconsistencies.
• Open the file and enter the clinics’ information.
• Save the file as a CSV UTF-8 (Comma delimited) (.csv) You can find this option under the Save As drop-down menu in Excel.
• Click Upload Files in the Import Clinic List pop- up window. You can also drag and drop your clinic list in the Drop Files area of the page.
• Click Close.

Confirm Bulk Upload

After importing a list of clinics, these processes automatically occur in VAMS:

• A message appears on screen that your list is in the import queue.
• VAMS sends a registration email to each clinic POC if their information was entered in the CSV file completely.
• After your list has processed, you will receive an email from vams@cdc.gov, stating it has been uploaded
• A result log appears on the Clinic Imports tab.
• Click the Clinic Imports tab to check the results of your bulk upload.
• On the Clinic Imports tab, you see information about your upload, including the system-generated Import ID number, who imported the list, and when it was imported.
• Click the Import ID number of the clinic import to open the Import Details page.

There are two main sections on the Import Details page:

• Import details, which includes the import ID, jurisdiction name, who created it, and the date created
• Files table, which includes two files: a Result Log for Bulk Upload and the clinic import file you uploaded.
  • The Result Log for Bulk Upload file shows the results of your file upload.
• Click the Result Log for Bulk Upload link to open the file.
• Scroll to the right until you see the status column. The status column shows whether a clinic was added in the system.
• If there were duplicates or missing information in the CSV file, you will see an error message telling you why a clinic was not uploaded.
• All clinics that have a status of Success are uploaded in the system. Clinics with a status that includes an error message have not been uploaded in the system.

Search and View Clinics

Click the Manage Clinics tab to search for and view details of the clinics you’ve entered in VAMS.

• NOTE: You will only be able to view the clinics added in your jurisdiction.

Search for a Clinic

The Manage Clinics tab offers multiple ways to search and sort data.

• On the Manage Clinics tab, you can sort by clicking the arrows in the columns to sort them by the column headers (e.g., name, email) or use the search bar to enter information such as clinic name, clinic POC, email address, or status.

View Details of a Clinic in Your Jurisdiction

• Click the name of a clinic to see detailed information.
• NOTE: Most fields on the Details page are read-only for the jurisdiction POC.

Manage Clinics

Clinic Status

The list of clinics you entered will appear on the Manage Clinics tab. The far-right column shows the clinic’s status. This field is read-only and shows a clinic’s registration status as one of the below.

• Pending clinic admin registration: The clinic is entered in VAMS, but the clinic’s administrator has not registered their account.
• Active: The clinic’s administrator registered their account.
• Inactive: The clinic is deactivated in VAMS (information on when and how to deactivate a clinic in VAMS is below).

Deactivate Clinics in VAMS

You can deactivate a clinic when it is no longer needed to administer vaccines.

• Click the name of the clinic you want to deactivate on the Manage Clinics page
• Click Deactivate Clinic in the top right corner of the clinic’s account page.
• Review the data shown in the Deactivate Clinic pop-up window, which includes the number of total booked appointments and vaccines in the clinic’s inventory.
• Click Deactivate Clinic. If you do not want to deactivate the clinic, click Cancel to close the pop-up window and return to the clinic’s account page.

NOTE: Take caution in deactivating a clinic in VAMS as it signals the system to do the following:

• Send an email to the clinic’s administrators telling them the clinic is deactivated.
• Send a cancellation email to recipients with booked appointments.
• Cancel all appointments booked by recipients at the clinic.
• Remove the clinic from the list of searchable clinics.
• Deactivate all clinic inventory requests.
• Close all open appointments.

Once you add organizations in VAMS, organization coordinators will receive a registration email so they can activate their user account and register their organization in VAMS. After successfully registering their organization, the organization coordinator can provide their members with two ways to register themselves in VAMS:

1. The organization coordinator can add them in the system one at a time or via bulk upload which will trigger a registration email to be sent from VAMS to each member.
2. The organization coordinator can provide them with a common registration link that is established when an organization is authorized for Policy Enabled Registration or PER.

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Policy Enabled Registration (PER)

Add Organizations in VAMS

Add Organizations One at a Time or Via Bulk Upload

Confirm Bulk Upload

Search and View Organizations

Policy Enabled Registration (PER)

Policy enabled registration allows an organization to provide a common registration link to their members. The benefit of using PER is that an organization coordinator does not have to add each organization member into VAMS.

For an organization to use PER for their members, you must authorize them to do so, and they must provide you with at least one but up to three email domain names (e.g., fultoncounty.gov, fultoncounty.org, etc.) to enter in their organization record. The limitation is that whoever gains access to the common registration link and possesses an email address with one of the domain names provided by the organization coordinator, can register as a recipient.

How PER Works for Organizations and their Members

• After registering, the organization coordinator will see an organization-specific registration link above the tabs within their portal that they can distribute to their members.
• Members will access VAMS using the URL that is distributed from the organization, entering their name and organization email address that has the domain provided to you by the organization coordinator.
• The system will validate the email entered by the member has the same domain as one of the domains entered in the organization’s record.
• VAMS will send a unique registration link to the member email (e.g., username@domain.com).
• Members will click the registration link and start the standard registration flow at prescreening. They will then enter personal and insurance (if applicable) information.

NOTES:

• Third-party email domains such as Yahoo Mail or Gmail cannot be used for PER. Domains used must be owned by the organization or an affiliate.
• Members cannot change their email after they’ve registered in VAMS.

Organization Authorizations: Frequently Asked Questions

Add Organizations in VAMS

Information You’ll Need to Add Organizations in VAMS

• Organization POC’s information (first name, last name, email address). Note that the organization POC is referred to as the organization coordinator in VAMS. An organization POC can add additional coordinators in the system after registering but there can only be one POC per organization.
• Organization name
• Organization category (e.g., inpatient healthcare professionals, etc.)
• Organization state, ZIP/postal code, and country
• Whether the organization has or has not been authorized for PER

NOTE: This must be done when you first add the organization in VAMS as you cannot edit an organization’s record after adding it in the system.

Before Adding New Organizations in VAMS

Ensure you have proactively communicated with them about the IT recommendations below to expressly permit VAMS notifications from specific email and IP (internet protocol) addresses to be received by their systems. Ensure you have also communicated with and trained new organizations before providing access to the live VAMS site.

Allow notifications from specific email addresses
To ensure communications do not get delayed or blocked by an organization’s exchange servers, advise them to work with their IT departments to allow notifications from the following email addresses:

• vams@cdc.gov
• no-reply@mail.vams.cdc.gov
• no-reply@envelope.mail.vams.cdc.gov
• VAMSHelp@cdc.gov
• *@salesforce.com

Allow notifications from specific IP addresses
Allowing email from specific IP addresses will also greatly improve email deliverability in a timely fashion. Advise organization coordinators to coordinate with their IT department to allow the email addresses above as well as email from the following IPs:

Salesforce

96.43.152.64 – 96.43.152.80 (subnet mask = 255.255.255.0)

96.43.153.64 – 96.43.153.80 (subnet mask = 255.255.255.0)

Amazon Web Services

23.251.255.1 – 23.251.255.150

23.251.253.228 – 23.251.254.250

54.240.40.1 – 54.240.40.54

Add Organizations One at a Time or Via Bulk Upload

You can add organizations one at a time or you can add multiple organizations at once via bulk upload from the Manage Organizations tab. First, we will learn how to add one organization at a time, then how to bulk upload them.

Add Organizations One at a Time

• Click Add Organization on the Manage Organizations tab.
• Enter the organization POC’s information.
• Click Next.
• Enter the organization’s information.
• Click Next.
• If an organization becomes authorized or unauthorized for PER after you have added them in VAMS, you can submit a help desk ticket to change their record. More information on how to submit a help desk ticket can be found in the Access Support section of this manual.
• Review all information entered on the Register Organization pages and verify it is correct. If so, click Next. If not, click Previous to make corrections.
  • NOTE: Once added, you cannot change information associated with an organization in VAMS, so review carefully prior to clicking Next on the Review page.
• After clicking Next, a message appears confirming the organization is created in the system. Their status will be Pending Organization Admin Registration until the organization’s coordinator activates their account and registers the organization in VAMS.
• Once added, the organization coordinator receives an email from vams@cdc.gov with a link to activate their account and register their organization in VAMS. If an organization coordinator has yet to register in VAMS five days after receiving their registration link, VAMS automatically sends a reminder email to the member. Reminder emails will continue until the organization coordinator registers or until five consecutive reminders have been sent.

Adding Organizations in VAMS: Frequently Asked Questions

Add Organizations via Bulk Upload

Bulk uploading allows you to add multiple organizations at once by adding their information in a comma delimited (.csv) template and uploading it in VAMS. NOTE: The template does not have a place to record PER information, so organizations that have been authorized to use PER must be added in VAMS individually.

• Click Import Organizations on the Manage Organizations tab.
• Click the Organization Import Template link in the pop-up window that appears. After clicking the link, the template file will download to your computer.

NOTE: Always ensure you download and use the latest version of the import template each time you attempt to bulk upload organizations in VAMS to take advantage of constant improvements and to avoid data issues/inconsistencies.

• Open the file and enter the organizations’ information.
• Save the file as a CSV UTF-8 (Comma delimited) (.csv) You can find this option under the Save As drop-down menu in Excel.
• Click Upload Files in the Import Organization List pop-up window. You can also drag and drop your organization list in the Drop Files area of the page.
• Click Close.

Confirm Bulk Upload

After importing a list of organizations, these processes automatically occur in VAMS:

• A message appears on screen that your list is in the import queue
• VAMS sends a registration email to each organization’s coordinator if their information was entered in the CSV file completely
• After your list has processed, you will receive an email from vams@cdc.gov, stating it has been uploaded
• A result log appears on the Organization Imports tab
• Click the Organization Imports tab to check the results of your bulk upload.

On the Organization Imports tab, you see information about your upload, including the system-generated Import ID number, who imported the list, and when it was imported.

• Click the Import ID number of the organization import to open the Import Details page.

There are two main sections on the Import Details page:

• Import details, which includes the import ID, jurisdiction name, who created it, and the date created.
• Files table, which includes two files: a Result Log for Bulk Upload and the organization import file you uploaded.
  • The Result Log for Bulk Upload file shows the results of your file upload.
• Click the Result Log for Bulk Upload link to open the file.
• Scroll to the right until you see the status column. The status column shows whether an organization was added in the system.
• If there were duplicates or missing information in the csv file, you will see an error message telling you why an organization was not uploaded.
• All organizations who have a status of Success are uploaded in the system. Organizations whose statuses include an error message have not been uploaded in the system.

Search and View Organizations

Click the Manage Organizations tab to search for and view details of the organizations you’ve entered in VAMS.

NOTE: You will only be able to view the organizations added in your jurisdiction.

Search for an Organization

The Manage Organizations tab offers multiple ways to search and sort data.

• On the Manage Organizations tab, you can sort by clicking the arrows in the columns to sort them by the column headers (e.g., name, email) or use the search bar to enter information such as clinic name, clinic POC, email address, or status.

View Details of an Organization in Your Jurisdiction

• Click the name of an organization to see detailed information.
• NOTE: Most fields on the Details page are read-only for the jurisdiction POC.

Clinic inventory managers or clinic administrators will submit vaccine inventory requests in VAMS for you to receive and fulfill.

You can view and manage inventory requests from clinics on the Inventory Requests tab. From here, you can access their inventory request record to review request details as well as communicate with clinics about the status of their request.

NOTE: While you will receive inventory requests in VAMS, you will place all vaccine orders from manufacturers outside of VAMS through your existing supply ordering processes.

View and Manage Inventory Requests

• Click the Inventory Requests tab.

The Inventory Requests tab shows you a list of all inventory requests received from clinics in your jurisdiction. The list includes:

• A system-generated inventory request number,
• clinic name,
• product type (vaccine type),
• dose type (e.g., all doses, first dose, second dose, single dose [for influenza], additional dose, or booster dose)
• date requested and required by, 
• number of doses requested, and
• the inventory request status

Sort requests on this page by clicking the arrows in the columns to sort them by the column headers (e.g., clinic name, product, etc.).

Access Inventory Request Record

The inventory request record gives you important details about the inventory request and a way to monitor it and communicate with the requestor.

• Click the Inventory Request Number in the list to access the inventory request record.

From the inventory request record, you can:

• View inventory request details. This section of the record has details about the inventory request.
• Communicate with the requestor. Send the requestor a message by typing in the Post box and clicking Share. When communicating with the requestor, make sure to include relevant information about the shipment. For example, if you split up inventory to send to multiple locations, be sure to communicate the Unit of Sale (UoS) National Drug Code or UoS NDC to the receiving clinics.
• Monitor or follow comments made to your posts. Like you would on a social media platform, click Follow to receive email notifications when the requestor responds to a post that you make in the inventory request record. You will not receive notifications for new posts.

Manage Inventory Status

Jurisdiction POCs can use the inventory request record to manage and update the status of inventory requests.

To change the status of an inventory request from the inventory request record:

• Click Edit in the upper left-hand corner of the page.
• Select the updated status of the inventory request. Options include submitted, approved, approved with modifications, waiting on additional information, and rejected.
• Click Save after selecting the status.

NOTE: Users who manage inventory for clinics will see the updated status reflected in the inventory request record but will not have the capability to edit it.

Inventory Management in VAMS: Frequently Asked Questions

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Answer Prescreening Question(s)

Schedule Your Appointment

Register for a Vaccine

Pre-Register for a Vaccine

The VAMS guest registration tool is a survey tool that allows individuals to schedule appointments and register in VAMS for themselves or on behalf of a minor as a representative/guardian without creating a VAMS account.

You have two options for navigating guest registration:

1. You may either schedule an appointment and then register in VAMS, or
2. you may pre-register your information in VAMS and not schedule an appointment (you can then schedule an appointment at a later date).

The second scenario may be useful at clinics that accept walk-in appointments or if you are not yet ready to schedule an appointment. For both options, creating a VAMS account is optional.

First, we will look at recipients’ Option 1: Schedule an appointment and then register.

Answer Prescheduling Question(s)

• Navigate to your jurisdiction’s guest registration landing page
• Review the welcome text on the top of the page to get more information on your eligibility. If you are eligible, click one of the following options:

• • Schedule a Pediatric COVID-19 vaccine appointment, if the recipient is a minor age 5–11 years
  • Schedule your COVID-19 vaccine additional or booster dose
    • Schedule an additional dose if you have already completed your initial vaccine series (first and second dose for Pfizer-BioNTech or Moderna).
    • Schedule your booster dose if you have already completed your initial vaccine series (first and second dose for Pfizer-BioNTech or Moderna and first dose for Janssen [Johnson & Johnson]) and additional dose, if needed.
  • Schedule your vaccination appointment
  • Schedule your COVID-19 testing appointment
  • Manage appointments
• Select the state where you want to get vaccinated
• Select the vaccine(s) you want to schedule an appointment for by checking the boxes next to COVID-19 Vaccine and/or Influenza Vaccine (only applicable if “Schedule your vaccination appointment” button was clicked on the landing page)
• If you marked COVID-19 Vaccine, select an answer to the prescheduling question, “Are you fully vaccinated for COVID-19 vaccine and trying to schedule an additional dose based on the updated Federal guidance?”
  • If you answer “Yes, schedule for COVID-19 vaccine additional dose appointment,” the system will ask your most recent prior vaccination date.
  • If you answer “Yes, schedule for COVID-19 vaccine booster dose appointment,” the system will ask what vaccine product you previously received and your most recent prior vaccination date.
  • If you answer “No, schedule for COVID-19 vaccine first or second dose appointment,” the system will ask you “Have you ever received a dose of COVID-19 vaccine?” to determine if you are scheduling for a first or second dose appointment for COVID-19 vaccine. If you answer “No,” the system assumes you are scheduling for a first dose of COVID-19 vaccine.
  • If you answer “Yes,” the system will ask which vaccine product you received (i.e., Peds Pfizer-BioNTech COVID-19 Vaccine (ages 5 to 11), Pfizer-BioNTech (COMIRNATY) COVID-19 Vaccine, Moderna COVID-19 Vaccine, Janssen [Johnson & Johnson] COVID-19 Vaccine, or “I don’t remember”) and the date the prior dose was received to ensure the next dose is scheduled at the right time (if applicable).
• If you selected “Schedule a Pediatric COVID-19 Vaccine Appointment” button on the landing page.
  • The system will prompt you to indicate if the minor recipient (ages 5-11) has ever received a COVID-19 pediatric vaccine.
  • If you answer “No”, the system assumes you are scheduling for a first dose of COVID-19 pediatric vaccine.
  • If you answer “Yes,” the system will ask which vaccine product you received and the date the prior dose was received to ensure the second dose is scheduled at the right time (if applicable).
• Check the box that confirms the above information is accurate and that you meet the eligibility criteria (if scheduling for COVID-19 vaccine additional dose). Click Next.

Next Dose Reminders: Frequently Asked Questions

Schedule Your Appointment

• On the Clinic Location page, search for a clinic by entering an address or ZIP/postal code to find clinics nearby. You can filter results to locate a clinic within a 5-, 10-, 20-, 50-, or 100-mile radius of the recipient’s address or ZIP/postal code by clicking the drop-down arrow in the Within field.
• Click Search and a list of clinics within your selected mile radius will appear.
• • Note: Only clinics that carry the vaccine product and dose you selected during the prescheduling questions will appear in the search results.
• Click the name of the clinic where you would like to schedule an appointment, then click the Next button that appears above the list of clinics.
  • NOTE: The Next button will only appear once you select a clinic name.
• On the Date and Time page, select an available appointment date on the calendar located on the left side of the page.
• Select an appointment time by clicking a time slot, then click the Next button located in the bottom right corner of the page.
• Review your selected appointment location, date, and time, as well as any notes from the clinic, if provided.
• Click Submit to confirm the appointment or click Previous to make any changes.

Register for a Vaccine

To confirm the appointment in the system, you must register for a vaccine in VAMS. Enter the required information on the Existing Account page to move forward with the appointment scheduling process.

• Enter first name, last name, date of birth, and one of the following: email address, cell phone number, or VAMS System ID.
• Click Continue.
• Click Register for Vaccine.
• Enter the requested information on the Guest Registration page. NOTE: Required information is indicated by red asterisks (*) in VAMS.
  • Representative/guardian information. If you are a representative or guardian registering on behalf of a recipient, select Yes and enter the required personal information.
  • First and last name
  • Date of birth
  • Sex
  • Race and ethnicity
  • Home address
  • Preferred method of contact (email, SMS, or “I prefer not to receive any communication from VAMS”)
  • Preferred language for communications (English or Español)
  • Medical history (pregnancy, nursing mother, nursing home resident, allergies, existing conditions)
• Select an option in the Account Information section. Creating an account is optional.
• After entering the information, click Next.
• Review the personal information and insurance information (if applicable) for accuracy. If any information is inaccurate, click Previous to make edits before moving forward.
• Confirm all information is correct and complete, then check the box that you agree the information is correct.
• Click Submit. This takes you to the confirmation page.
  • After clicking Submit, you will see a confirmation that the appointment has been scheduled. The confirmation includes the appointment details and a QR code the front desk can use to check you in upon arrival at the clinic.

Pre-Register for a Vaccine

Now, we will look at recipients’ guest registration Option 2: Pre-register without scheduling an appointment. 

• Navigate to your jurisdiction’s guest registration landing page and click the link at the bottom that says, “Enter your information to pre-register.”
• Confirm you do not already have a VAMS account by entering your first name, last name, date of birth, and one of the following: email address, cell phone number, or VAMS System ID.
• Once you’ve entered your information, click Continue.
• If you do not have a VAMS account, the system will say your information is not on file and you will see a Register for Vaccine button. Click this button to proceed.
  • If you do already have a VAMS account, you do not need to pre-register, as you are already registered in VAMS. The system will send a verification code to your preferred contact method. Enter this code on the screen and click Verify.  You can then proceed with scheduling a vaccination appointment.
• Enter all required information, marked by a red asterisk (*), then click Next.
  • VAMS will send a verification code to your preferred contact method. Enter this code in the pop-up window and click Verify.
• Review your information and check the box at the bottom of the screen, confirming the information is accurate, then click Submit.

You are now pre-registered! You can click the Schedule Vaccination Appointment button if you are ready to schedule an appointment now, or simply return to the guest registration login screen at a later date and click the Schedule Your Vaccination Appointment (as applicable).

Self-Registration for Vaccination: Frequently Asked Questions

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About Assisted Scheduling with a Jurisdiction Contact Center

Managing Recipient Information

About Assisted Scheduling with a Jurisdiction Contact Center

The Jurisdiction Contact Center allows jurisdictions to add a group of contact center agents to VAMS. They can then use VAMS to schedule and manage recipient appointments.

Gaining Access to the Jurisdiction Contact Center Feature

Jurisdiction POCs who would like to use the Jurisdiction Contact Center feature for assisted scheduling in VAMS should reach out to their onboarding specialist to gain access to the contact center manager user role. You will not be able to use the contact center functionality until you have contact center manager permissions.

Contact Center User Roles

The Jurisdiction Contact Center has two main user roles: contact center managers and contact center agents.

• Contact center managers are jurisdiction points of contact added by the VAMS operations team who can add agents to their jurisdiction’s contact center using the Manage User tab in the Jurisdiction Portal. They also have access to the Manage Recipients tab to schedule appointments on behalf of recipients.
• Contact center agents are individuals added by the jurisdiction points of contact who can schedule appointments on behalf of recipients using the Manage Recipients tab. They will have access to this tab via the Contact Center Agent Portal.

Managing Contact Center Agents

In the Jurisdiction Portal, you can add or remove contact center agents and managers on the Manage User tab.

• To add agents or managers, click Add New User in the upper right-hand corner.
• Enter the user’s email address in the Add or Update User pop-up window. Click Search.
• Enter the user’s first name and last name. Select the Contact Center role from the left box and use the arrows to move it to the right box.
• Complete the reCAPTCHA, if applicable.
• Click Save when complete. The user then appears in the My Contact Center Users table.
• To remove a user, select the checkbox next to a manager or agent’s name in the list. Click Remove User. Confirm removal by selecting Yes in the pop-up window.
• To edit a user’s profile, hover over the field you want to edit in the My Contact Center Users table.
• Click the pencil icon that appears in the cell. If the user has not registered their account yet in VAMS, you can edit a user’s first name, last name, and email address. Once all edits are made, click Save at the bottom of the table.

Scheduling Appointments on Behalf of Recipients

Both contact center managers and agents can register recipients for vaccination appointments via the Manage Recipients tab. Search for the recipient’s record by entering their email address, cell phone number, VAMS ID, or External System ID, or by entering their first and last name and date of birth. Click Search.

• If they are an existing recipient, select the box next to their name in the search results table. Then click Schedule Future Appointment.
• Select one or more vaccine types for which to schedule the vaccination appointment. Options include COVID-19 vaccine and Influenza vaccine.
• Click Continue.
• If you selected COVID-19, the system will ask you to select which dose you are scheduling the recipient for: first dose, second dose, additional dose, or booster dose. Choose one and click Continue.
• If there are no existing scheduled appointments, click Schedule Future Appointment.
  • NOTE: VAMS will check for any existing appointments for the recipient and notify you of any conflicting appointments before scheduling. You can either keep or cancel an existing appointment for the recipient.
• Search for a clinic to view available appointments. When the clinic list view populates, select a clinic and click Next.
  • NOTE: When scheduling an appointment for a recipient, VAMS will only show clinics carrying the applicable vaccine offering for the recipient.
• Select an available date and time for the appointment and click Next.
• Confirm the appointment information and click Submit to book the appointment. VAMS will send an appointment confirmation to the recipient’s preferred method of contact.

If the potential vaccine recipient does not have an existing account in VAMS, they will not appear in search results. Instead, contact center users will use the Manage Recipients tab to enter their information in VAMS, create their VAMS account (optional), and then schedule their appointment.

• Click Add New Recipient at the bottom of the search screen.
• Enter the recipient information. Fields marked with an asterisk are required. You must select Yes or No as to whether you’d like to associate the new recipient with a representative or guardian. If you select Yes, enter the representative or guardian’s first and last name and date of birth.
• Email address and cell phone number are optional. If you enter either an email address or cell phone number, you are asked to select the recipient’s preferred contact method and preferred language for messages (English or Spanish).
  • If you enter an email address or cell phone number, you are also given the option to create a VAMS account for them. If you select Yes, they will receive a notification to create a VAMS password and begin activating their account.
  • If you enter a cell phone number and select Yes to creating a VAMS account, you are prompted to provide a one-time multi-factor authentication code that is sent to the cell phone number provided. Ask the recipient to provide the authentication code they received, enter the code, and click Confirm.
  • If you attempt to create a VAMS account for a user with a preferred method of contact that is already associated with an existing VAMS account, you will receive an error message. The system will ask you to change the preferred contact method in order to register a new account or choose not to create an account and proceed as a guest.
• Entering insurance information is optional. Whether you enter information or leave the fields blank, click Next to continue.
• Click Next after entering all recipient information.
• Review the information and check the box confirming it is correct. Click Submit.
• On the confirmation screen, select Schedule Future Appointment on the confirmation page. Follow the same process listed under the existing recipient portion above to schedule the recipient’s appointment.

NOTE: VAMS will check for duplicate recipients and will not allow you add a user already added in VAMS. The system will also check for any existing appointments for the recipient and notify you of any conflicting appointments before scheduling. You can either keep or cancel an existing appointment for the recipient.

Multiple Dose Appointment Reservations

If the clinic where a contact center user is scheduling a recipient’s appointment allows for multiple dose appointment reservations, the contact center user can schedule a second dose appointment for the recipient immediately after scheduling their first dose appointment. If the recipient already has an active second dose appointment, the Conflicting Appointment Screen will display. The contact center user can choose to keep or cancel the existing appointment.

NOTE: VAMS will automatically cancel a second dose appointment if the recipient’s first dose appointment is cancelled, rescheduled, or if the recipient receives the Janssen (Johnson & Johnson) vaccine at their first appointment.

Managing Recipient Information

Contact center managers and agents can edit recipient records.

• On the Manage Recipients tab, search for a registered recipient to edit their record.
• Once you’ve located the recipient, click their name in the search results table to be taken to their record detail page.
• Click Edit Information to edit the recipient’s contact information, demographics, emergency contact, or insurance information.

NOTE: You cannot edit the recipient’s vaccination record, such as date of vaccination, vaccine manufacturer, lot number, etc.

Contact center managers can download and print vaccination certificates for recipients. Contact center agents do not have this functionality.

• Navigate to the Manage Recipients tab within the Jurisdiction Portal.
• Search for the applicable recipient and select the checkbox next to their name.
• Click the View Vaccination Certificate button. Note that this button will only be present once you select the checkbox next to the recipient’s name and the recipient received at least one dose of vaccine.
• The vaccination certificate will open in a new window. Click Print.
• Your browser will open a new tab with a PDF version of the certificate that you can download or print by right-clicking and selecting Print from your browser.

Accessing Vaccination Certificates: Frequently Asked Questions

The boxes below are clickable links to the corresponding sections in this user manual.

About Jurisdiction Dashboards and Reports

Accessing Jurisdiction Data Reporting Dashboards

Downloading Reports

Exporting Einstein Reports

Filtering and Modifying Dashboards

About Jurisdiction Dashboards and Reports

Only jurisdiction points of contact (POCs) with a dashboard license can access these dashboards.

Jurisdiction dashboards and reports allow jurisdiction POCs to view, sort, and filter data from clinics across their jurisdiction. They include data on:

• Doses Administered
• Registration
• Inventory
• Appointments

Jurisdiction Data Reports: Frequently Asked Questions

Accessing Jurisdiction Data Reporting Dashboards

From your VAMS Jurisdiction Portal home page, navigate to the Jurisdiction Data tab. Click View All Dashboards at the bottom of the page to view all the dashboards and reports that are available for your jurisdiction.

You can navigate through dashboards by clicking the different tabs at the top of your screen. Once at each dashboard, scroll down to review the reports included.

Types of Dashboards: Doses Administered

The Doses Administered dashboard includes the following reports:

• Total number of doses administered
• Total number of initial doses administered
• Total number of follow-up doses administered
• Proportion of vaccine series completion
• Doses administered by gender
• Doses administered by race/ethnicity
• Doses administered by age group
• Doses administered by clinic type
• Doses administered by priority group
• Doses administered by state
• Initial Doses, follow-up doses, and total doses administered by clinic

Doses Administered reports can be filtered by:

• Vaccination dose date (e.g., all, before/after/between dates, relative dates)
• Vaccination type (e.g., all, Pfizer-BioNTech, Moderna, Johnson & Johnson/Janssen)
• Clinic (e.g., all, Jefferson Clinic, Main St. Clinic)

Types of Dashboards: Registration

The Registration dashboard includes the following reports:

• Total number of recipients notified through Organizations
• Total number of recipients that were notified
• Total number of recipients registered
• Total number of organizations with enrollments
• Total number of activated clinics
• Total number of deactivated clinics

Total number of recipients registered through each registration pathway: Organizations, Flexible (Open) Registration, Contact Center, Standard and Mobile Clinics, Third-Party Clinics, and Guest Registration.

Registration reports cannot be filtered.

Types of Dashboards: Inventory

The Inventory dashboard includes the following reports:

• Total number of doses delivered
• Total number of requested vaccine doses
• Total number of vaccine doses successfully administered
• Total number of doses removed
• Total number of doses wasted
• Total number of vaccine doses part of inventory
• Percentage of available vaccines administered
• Number of doses wasted
• Total number of doses logged in error
• Number of vaccine doses removed by reason

Inventory reports can be filtered by:

• Clinic (e.g., all, Jefferson Clinic, Main St. Clinic)
• Vaccination type (e.g., all, Pfizer-BioNTech (COMIRNATY), Moderna, Janssen [Johnson & Johnson])

Types of Dashboards: Appointments

The Appointments dashboard includes the following reports:

• Average appointment duration
• Total number of scheduled appointments
• Number of cancelled appointments
• Number of completed appointments
• Number of cancelled appointments by cancellation reason

Appointment reports can be filtered by:

• Timeframe (e.g., date range)
• Clinic (e.g., all, Jefferson Clinic, Main St. Clinic)
• Vaccination type (e.g., all, Pfizer-BioNTech, Moderna, Johnson & Johnson/Janssen)

Types of Dashboards: Admin Reports

The Admin Reports dashboard includes the following dashboards:

• Clinics
• Organizations
• Clinic Capacity

The Clinics dashboard includes the following reports:

• Total number of active clinics
• Total number of third-party clinics
• Total number of pending clinics
• Total number of inactive clinics

Clinic Admin reports cannot be filtered.

The Organizations dashboard includes the following reports:

• Total organizations
• Total number of active organizations
• Total number of pending organizations
• Total number of inactive organizations
• # of recipients notified
• # of recipients registered

Organization reports can be filtered by:

• Organization name (e.g., all ASPR Employees, Michigan Health Department)

The Clinic Capacity dashboard includes the following reports:

• Total capacity
• Total number of booked appointments
• Total available appointments
• Total completed appointments
• Total canceled appointments
• Total checked-in appointments
• Total past checked-in appointments

Clinic Capacity reports can be filtered by:

• Clinic name (e.g., all, Jefferson Clinic, Main St. Clinic)

To view a detailed report within any of these dashboards, click the tile header.

NOTE: You can use the past checked-in appointments report to help manage recipients caught in the Checked-In status and ensure their records are completed or their appointments are cancelled.

Types of Dashboards: Einstein Reports

The Einstein dashboard includes:

• The same reports discussed in previous dashboards
• Additional ways to tailor and export the data

Einstein reports can be customized by using the Explore feature.

• In any dashboard, hover over a dataset until you see the drop-down arrow. Click the arrow, then select Explore.
• The default mode upon clicking Explore is Chart Mode. From here, you can visualize your data by clicking the Chart icon on the right side of your screen and selecting from a variety of charts available. You can also customize charts by clicking the Formatting icon below the chart icon.
  • In Table Mode, you can also use the Formatting feature to customize tables. Once in Table Mode, click Values Table. Default values are shown on the left. Scroll down and click the pencil icon to add additional values.
  • In Query mode, both the Chart and Formatting features are available.

Viewing Jurisdiction Dashboards: Frequently Asked Questions

Downloading Reports

You can download select VAMS reports as images, Excel workbooks, or CSV files.

• Hover your mouse over a report to see if it is downloadable. If a small arrow appears in the corner of the report, you can click the arrow, click Share, then navigate to the Download tab to view your download options.

You can modify select dashboards by clicking on data within certain reports.

• For example, from the Doses Administered dashboard, clicking on the Female bar in the Doses Administered by Gender report will update the rest of the reports on the dashboard to only show information for females in your jurisdiction.

You can revert to your original view by clicking the circular arrow next to the Modified button in the top left corner of the screen.

You can print reports using your internet browser’s print options or once downloaded to your device.

Exporting Einstein Reports

• On the Jurisdiction Data tab, click View All Dashboards.
• In the upper right corner, click on the Open in Analytics Studio icon.
• Once redirected, hover over a dataset until you see the drop-down arrow. Click the arrow, then select Explore.
• Once inside the Explore lens, you can sort the data as desired. Export the data by clicking the down arrow in the upper right corner, then click Share. In the pop-up window, select the Download tab to choose a download format (image, Excel, or CSV).
• The lens defaults to a limit of 100 records. To increase this count, increase the Query Limit by scrolling down in the left-hand section of the lens and select Edit under Query Limit Default. Enter 10,000 and click Apply.

Filtering and Modifying Dashboards

Select dashboards can be filtered using the dropdowns at the top of the screen. If a dashboard cannot be filtered, it will not have dropdowns.

Select reports can be downloaded as images, Excel workbooks, or .csv files.

• Hover your mouse over a report to see if it is downloadable.
• If a small arrow appears in the corner of the report, you can click the arrow, click Share, then navigate to the Download tab to view your download options.

Select dashboards can be modified by clicking on data within certain reports.

• For example, from the Doses Administered dashboard, clicking the 25-34 age group in the Doses Administered by Age Group report will update the rest of the reports on the dashboard to only show information for that age group in your jurisdiction.
• You can revert to your original view by clicking the circular arrow next to the Modified button in the top left corner of the screen.

VAMS Downtime Procedures

VAMS is occasionally taken down for scheduled system maintenance. All VAMS functions are unavailable for all users during these scheduled downtimes. You will be notified prior to scheduled system downtimes.

All users should consider any processes they may need to complete prior to the downtime, such as:

• Reviewing inventory requests
• Downloading data reports
• Viewing/printing vaccination certificates

QUICK TIP: If you need help with access to vaccination certificates, visit the quick reference guide, “Accessing Vaccination Certificates in VAMS”.

User Access Support

Quick Tip: Some users may not be able to access VAMS and may request your help in gaining access. A quick reference guide on troubleshooting for user access is available with a list of solutions. Additional FAQs about accessing VAMS can be found on the “Getting Started in VAMS” page. You can also find support within VAMS by clicking the Help Link in the upper right corner of the navigation bar.

Submit a Question to the VAMS Help Desk

• From the Help page, click Submit a Question.
• Click Submit a Case and select New Clinic Case.
• When logged into the system, your name and email address will be prepopulated in your case.
• Select the category of your question (and subcategory, if applicable), select your jurisdiction, type the subject of your question, then type your question in the text box.
• After clicking Confirm, a message will appear on the screen confirming your question was sent.
• Once you receive a response to your question, you can communicate back and forth with the support team by replying to the email.

NOTE: Do not edit the subject line of the email or the support team member who initially responded to your question will not receive it.