Provider & Staff Education: Level 1

Evaluate and provide baseline education

Build knowledge among providers and staff by identifying educational requirements, assessing their existing level of knowledge, and developing an education plan to fill gaps. Once the plan is implemented, conduct ongoing evaluations and make adjustments as needed.

Program efficacy begins with provider and staff knowledge. Establishing and maintaining a baseline level of knowledge is particularly important for adult immunizations, as there are many components to ensuring vaccine safety and the guidelines are updated frequently. To develop, implement, and maintain an effective staff education program, follow the steps below.

Step 1:

Determine baseline knowledge required for team members working on routine adult immunizations

Refer to the Getting Started Checklist for information regarding establishing your Rise to Immunize® (RIZE) team. Education requirements will vary based on role. Be sure to clarify responsibilities and expectations among your team. Important baseline education may include:

  • Importance of immunizations
  • Storage and handling requirements
  • Vaccine schedules
  • Protocols for vaccine preparation and administration
  • Contraindications
  • Monitoring for and reporting adverse events
  • Documentation and records procedures

Step 2:

Assess existing knowledge and skills

Once you’ve established education and skills requirements by role, assess your team’s baseline knowledge (e.g., conduct a baseline survey) and identify areas for improvement. Annual competency evaluations are recommended for direct patient care staff who administer vaccinations.

Step 3:

Develop and implement an education plan

Develop a plan to provide education that addresses knowledge and skills gaps. Your team’s Immunization Champion is an ideal person to develop and implement educational activities. Consider leveraging existing provider and staff touchpoints such as:

  • Daily huddles
  • Provider/staff meetings
  • New hire orientations and training
  • Internal newsletters
  • Employee communications such as intranet content and facility signage
  • Physical materials at workstations (e.g., pocket-guides, laminated handouts, etc.)
  • On-the-job activities such as mentoring and shadowing

Step 4:

Keep evaluating, adjusting, and improving

It is important to stay up to date on vaccine education and skills, particularly since immunization guidelines are updated frequently. Offer opportunities to reevaluate and refresh knowledge and skills annually and after important updates to the Centers for Disease Control and Prevention’s Immunization Schedules. The RIZE quarterly data reports may also offer an opportunity to educate in relation to campaign performance and areas for improvement.

Immunization Update Training

Intermountain Healthcare

Provides an example of a staff training on immunizations conducted in advance of the 2017-2018 influenza season. Includes “pop quiz” questions for staff with answers; recent study results; available influenza vaccines by manufacturer; and tools and best practices to assist vaccine providers.

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Rise to Immunize® Internal Data Communication Email

Lehigh Valley Physician Group

Presents an example of a medical group’s internal email communication following the release of a RIZE quarterly blinded comparative data report to encourage providers and staff to learn from the benchmarking report and drive improvement.

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Influenza Ambulatory Education Webinar

UC San Diego Health

Offers a seasonal training on influenza vaccination recommendations, current offerings, and clinic responsibilities.

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Clinical Back Office Orientation

Utica Park Clinic

Presents orientation information for clinical back-office staff. Slides 44 - 74 identify evidence-based guidelines and best practices for medication and safe injection practices as well as vaccine storage and handling.

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Flu and Pneumococcal Vaccinations Training

Utica Park Clinic

Provides education to staff in advance of 2020-2021 flu season, including: available influenza vaccines and recommendations, pneumonia vaccination schedules, safe injection practices, documentation, and safe vaccine storage and handling practices.

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"You Call the Shots" Training

Utica Park Clinic

Outlines how a healthcare organization utilizes the Center for Disease Control and Prevention’s (CDC’s) "You Call the Shots" Training—an interactive, web-based immunization training course. The presentation describes how to access training, the learning objectives of different modules, and which modules are required for which staff.

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Hepatitis B Vaccination Information for Adults

Hepatitis B Foundation

Provides information for providers regarding the hepatitis B vaccine, including screening information, HBV risk factors, billing and insurance information, and a vaccine schedule.

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"Administering Vaccines to Adults: Dose, Route, Site, and Needle Size" Factsheet

Describes the appropriate dose, route, site, and needle size to use when administering adult vaccines. This factsheet also provides diagrams for intramuscular and subcutaneous injections as well as intranasal administration.

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Skills Checklist for Vaccine Administration

Provides a self-assessment tool for healthcare staff who administer immunizations, enabling them to identify which clinical skills, techniques, and procedures need improvement and those that meet or exceed expected level of competence.

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Summary of Recommendations for Adult Immunization

Offers a summary of recommendations for adult immunizations, including vaccine name and route, people for whom the vaccine is recommended, schedule for vaccine administration, and contraindications and precautions.

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Vaccination Champions Leave Behind


Prompts healthcare providers to initiate discussions during flu season about pneumococcal pneumonia with patients who are 65 years of age or older, and those 19 years of age or older with certain underlying medical conditions, who are at increased risk.

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Pneumococcal Vaccine Timing for Adults

Centers for Disease Control and Prevention (CDC)

Outlines recommended pneumococcal vaccine timing for adults. This resource includes recommendations based on underlying medical conditions and risk factors, age group, and status of previous pneumococcal vaccine(s) administered.

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PneumoRecs VaxAdvisor Mobile App

Centers for Disease Control and Prevention (CDC)

Informs vaccine providers of pneumococcal vaccination guidance. The app is designed for healthcare professionals to quickly and easily determine which pneumococcal vaccine(s) a patient needs and when.

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