Policy Scope
Define who is covered (patients, staff, contractors), the settings included, and which vaccines the policy addresses to avoid ambiguity about applicability.
A written immunisation policy reduces operational ambiguity, supports regulatory compliance, protects patient and staff health, and provides a documented basis for consistent decision making across clinical and administrative teams.
Healthcare organisations, occupational health teams, school health administrators, and employer HR departments use immunisation policies to standardize vaccination practices and recordkeeping.
Define who is covered (patients, staff, contractors), the settings included, and which vaccines the policy addresses to avoid ambiguity about applicability.
Specify duties for clinicians, occupational health, HR, and record custodians, including who authorizes exemptions and who manages reporting.
List required and recommended vaccines, dose intervals, acceptable brands, and any age- or condition-based alterations to the schedule.
Describe medical and legally permitted exemptions, documentation required, review procedures, and reasonable accommodation processes under employment law.
Detail how immunisation data are stored, who may access them, and how the facility complies with HIPAA and other privacy rules.
State retention periods, audit rights, and destruction procedures so records remain available for audits and legal obligations.
| Field | Configuration |
|---|---|
| Identity Verification | Email + SMS code or facility credential |
| Signature Type | Electronic signature with audit trail |
| Attachments | Upload proof of prior doses (PDF/JPEG) |
| Routing | Send to EHR, HR, and occupational health |
Ensure your platform supports secure signatures, role-based routing, and formats required by registries and internal systems.
Confirm integration capabilities with your EHR and public health systems and require a BAA for handling protected health information.
Document the start date for enforcement
Set facility-specific date for required doses
Follow state registry deadlines
Review at least once per year
Allow updates for documented corrections
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A mid-size hospital implemented an electronic immunisation form to centralise staff records and credentialing
A university required digital proof of student immunisations for enrollment clearance