Re-Calculate Next Due Dates

If you haven't already done so, please read Risk Categories Overview and Setup. This topic will make sense if you are well-versed in the overview and understand the risk category setup process.

Summary

the program provides the ability to automatically calculate Next Due dates for any medical activity you administer to employees. These dates may be calculated according to the date of the current administration of the item (e.g. today's TB skin test should be repeated in one year), or according to some other criteria.

In certain circumstances, the demographic import may have changed the status of some employees' next due dates . For example, if you have some surveillance items that repeat based on the job class or department, and the employee changes job classes or departments, he or she may become due, or the item may no longer need to be repeated, etc. In these circumstances, you may need to recalculate the next due dates.

the program provides a utility to perform this function for each medical activity that may be affected by the importing process. The only medical activities that would be affected would be those whose repeat frequency varies based on job class or department unit. (If you have none of these, there is no need to re-calculate any dates!)

Steps to Re-calculate the Next Due Dates

From the Home Nav Bar, click Utilities.
Click Recalc Next Dates. The following window appears:

Recalculate_Next_Due_Dates

Enter the relevant Medical Activity Code to Recalculate, or click the table icon and select the activity from the list.
This checkbox will only be enabled if the medical activity or activities selected is an immunization and is a multi-step vaccine and the last step is defined as a booster. Check this box to allow a Next Due Date to be calculated on previously recorded immunizations that have a result code of "C" for Complete and the last step defined on the Medical Activity - Immunization is a Booster. This will allow for a Next Due Date to be calculated on completed activities for COVID-19 vaccines.
If needed, check the box next to the options that you want to re-set.
If you want to perform the recalculation for all Companies , checkSelect All Organizations.
Click OKto re-calculate the dates.