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Daily Workflow

30 seconds.
Open, scan, done.

Canid lives inside your EMR as a lightweight extension. It auto-pulls the patient you're viewing, fires safety alerts before you administer, and syncs everything back. The only part that involves the patient is actually giving the vaccine.

The problem

What manual vaccine documentation actually looks like

6

manual steps repeated for every single vaccine

Manual documentation slows down visits and adds up to hundreds of hours per year per practice.

Every single vaccine involves a chain of manual steps that clinics repeat dozens of times a day. Most of this work has nothing to do with patient care.

Look up what's due

Manually check the schedule, cross-reference vaccine history, determine which doses are needed and at what intervals.

Enter lot numbers and expiration dates

Hand-type lot numbers from tiny vial labels into the EMR. Transposition errors are common and create compliance risk.

Document in multiple systems

Record in the EMR, then separately in the state registry, then on consent forms. Triple documentation of the same information.

Track inventory by hand

Update spreadsheets, check VFC vs. private stock, manage expiration dates. Some practices count inventory every single day.

Prepare billing manually

Match CPT codes, NDC codes, and modifiers per insurer, per plan, per state. Get it wrong and the claim gets denied or underpaid.

With Canid, all of this becomes a single scan. One barcode scan replaces the lookup, the manual entry, the triple documentation, the inventory tracking, and the billing prep. All done in 30 seconds.

How scanning works

Six steps. 30 seconds. Everything handled.

The scanning workflow is the same whether you use a desktop EMR (system tray icon) or a web-based EMR (Chrome extension). Here's exactly what happens.

1

Open the patient in your EMR

Navigate to the patient chart the same way you always do. Nothing changes here.

2

Open the Canid extension

Click the Canid icon in your taskbar (desktop EMR) or browser toolbar (Chrome extension). It opens alongside your EMR, not replacing it.

3

Patient auto-pulls

Canid automatically detects which patient you're viewing in the EMR. No searching, no double-entry. Demographics, insurance, and vaccination history load instantly.

4

Scan vaccine barcodes

Use the free scanner Canid provides. One scan captures the correct vaccine, lot number, and associates it to the correct inventory. Zero chance of selecting the wrong vaccine or lot.

5

Safety alerts fire

Instantly. Before you administer. The traffic light system flags expired vaccines, duplicate doses, age mismatches, interval issues, and insurance/inventory conflicts. You catch problems before they reach the patient.

6

Review and finish

Select site of administration and providers from dropdowns. Click Finish. Canid automatically updates inventory, prepares billing with optimal CPT/NDC codes, and syncs back to your EMR and state registry.

Canid in eClinicalWorks CANID
1
Patient auto-loaded from EMR chart
2
Scan barcode to begin
3
eCW patient chart visible

Why scanning beats manual entry

The barcode contains everything. One scan eliminates the human error of mistyping lot numbers, selecting the wrong vaccine from a dropdown, or associating a dose to the wrong inventory type.

Safety alert system

Traffic light alerts catch errors before they reach the patient

Every scan triggers an instant safety check against the patient's full vaccination history, age, insurance, and inventory. The system knows the complete picture because all historical data is imported during onboarding.

White

Clear to proceed

No errors detected. The vaccine is appropriate for this patient, inventory matches, and everything checks out. Proceed with confidence.

Red

Blocking

Cannot continue. The Finish button is grayed out. These are hard stops that prevent administration errors.

Expired vaccines -- lot has passed its expiration date

Duplicate scans -- same vaccine type scanned twice

Exception: RSV immunization (100mg) allows two doses when clinically appropriate.

Yellow

Caution: Override Possible

Preventive warnings. You can override these with a reason, but the system wants you to review first.

Dose limit exceeded

Incorrect dosing intervals

Insurance/inventory type mismatch (requires borrowing reason)

Age-inappropriate vaccine

Prescriber not accepted by insurance

Lot expiration approaching

Medical justification required

Canid | Safety Verification CANID
1
Seasonal and age warnings shown in yellow
2
Expired vaccine blocked before administration

How does Canid know the full vaccination history?

During onboarding, Canid imports all historical immunization data from your EMR and state registry. This means the safety system has the complete picture from day one. It can detect that a patient already received dose 3 of a series six months ago at a different location, or that the minimum interval between doses hasn't been met.

Patient view features

Everything about the patient, in one place

Beyond scanning, the patient view gives clinical staff instant access to vaccination schedules, history, demographics, and printable records. All data syncs bidirectionally with your EMR.

VaxDash

Vaccination schedule calendar

See exactly what's due and when in a visual calendar format. Know immediately what vaccines a patient needs at today's visit and what's coming up next.

Canid | VaxDash CANID
1
Age-based AAP recommendations
2
Due & overdue doses highlighted
Vaccine History

Registry-style immunization view

Complete vaccination history with dose counts, data sources, and pending vaccines. See what was administered, where, and when -- including doses given at other facilities.

Canid | Patient Workflow CANID
1
Patient auto-pulled from EMR
2
Lot, expiry, route auto-captured
3
Full vaccination history at a glance
Demographics

Demographics & Insurance

View and edit patient demographics and insurance information directly in Canid. Changes sync bidirectionally with your EMR.

VFC = orange, Private = blue
Insurance pulled from EMR
Bidirectional sync
Records

Download & Print

Print immunization records directly from Canid. No need to log into the state registry website. Parents ask for these constantly -- now it takes one click.

Appointments

Upcoming Appointments

See the patient's upcoming appointments synced from your EMR. Know when they're coming back so you can plan which vaccines to prepare.

Consent Forms

Pre-Populated Consent Forms

Available in English and Spanish. Automatically pre-populated with lot numbers, expiration dates, side of administration, insurance information, and provider name. Includes your practice logo. Parents simply sign.

Canid | Consent CANID
1
Digital VIS / consent form
2
Parent reviews & signs electronically

For refusals: cross out the vaccine and delete from the system.

Two interfaces

Extension for clinical staff. Full Portal for admins.

Canid gives each role exactly what they need. MAs and nurses get a lightweight extension for scanning. Office managers get the full picture.

EMR Extension

Lightweight. For MAs and Nurses.

Opens right alongside your EMR. Quick access to the clinical tools needed during patient encounters.

Barcode scanning
VaxDash schedule view
Vaccine history
Demographics & insurance
Upcoming appointments

Desktop EMR: System tray icon. Web EMR: Chrome extension.

Full Practice Portal

Everything. For Office Managers.

The complete command center for your vaccine program. All clinical features plus the full operational and financial picture.

Billing dashboards
Inventory management
Borrowing tools
Reporting
Notifications
Order tracking
Admin settings
Claims & invoices

Access levels

Regular User: Patient-facing view (scanning, VaxDash, history, demographics, appointments)
Admin: Full access to everything
Billing Only: Financial sections only
Recommended MA workflow

The ideal workflow for Medical Assistants

This is the workflow Canid recommends. The key principle: scan before administering, so safety alerts fire before the vaccine reaches the patient.

1

Pull vaccines from fridge

Go to the lab or vaccine storage area. Pull the vaccines needed for this patient based on the schedule or provider order.

2

Open patient + Canid

Open the patient in your EMR, then click the Canid extension. The patient loads automatically with all their information.

3

Scan BEFORE going to room

Scan the vaccine barcodes at the workstation. This is the critical step. Safety alerts fire now, before you've entered the patient's room.

4

Select site of administration

Choose where you plan to administer each vaccine from the dropdown (left arm, right thigh, etc.).

5

Go administer the vaccine

Walk into the room and give the vaccine. This is the only part of the process that involves the patient.

6

Edit if needed, then finish

Come back and update the site or provider if anything changed. Click Finish. Everything else is handled automatically.

Scan before administering.

Safety alerts can only protect patients if they fire before the vaccine is given. Always scan at the workstation before walking into the room.

After scanning

What happens after you click Finish

The platform runs on autopilot. It only surfaces notifications when something needs your attention.

24-36 hour edit window

After scanning, you have a 24-36 hour window to go back and edit the record. Change the site of administration, update the provider, or make corrections. After that window closes, records lock automatically. Need to make a change after that? Contact Canid to unlock and remove.

Provider tracking dropdowns

Two dropdown boxes when scanning: administering provider (who gave the shot) and prescribing provider (who ordered it). The patient's insurance provider is also shown. This information flows directly into billing claims for proper rendering.

Notification system

The platform runs on autopilot. The bell icon only shows notifications when something needs your attention. Each notification allows direct communication with the Canid Operations team, and everything is tracked.

Insurance requesting records
COB cases
Patients without insurance
Age exceptions
Failed EMR syncs
Data inconsistencies
Unconfirmed deliveries
Prescriber issues
Canid in eClinicalWorks | Complete CANID
1
Vaccine verified & recorded
2
Lot, expiry, site, route, all in one scan
3
Digital consent ready

Automatic after every scan

Inventory updates. Billing claims prepare with optimal CPT/NDC codes. Data syncs back to your EMR and state registry. Claims auto-submit the next business day. Same-day edits are included in the submission.

"Click, click, boom. It's up there. Confirm. It makes things so much faster."

MC

Dr. Matthew Cohen

Cohen & Sheinker — New York | Customer since Oct 2023

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