Run Annual School Immunization Compliance Report to State — Free

Report Identification and Scope

Reporting period matches the current annual filing cycle critical (required)

Verify the report covers the correct school year or reporting period required by the state or local health department.

Yes No N/A

School or program name, site code, and district identifier are complete critical (required)

Confirm the report header identifies the correct campus, program, and administrative unit.

Grade levels or age groups included are correctly defined

Select all enrolled groups included in the annual report.

Note (optional)

State reporting form or portal version is current critical (required)

Verify the submission uses the current required form, portal, or data file format.

Yes No N/A

Submission due date and planned filing date are documented

Record the official due date and the intended submission date/time.

Note (optional)

Enrollment and Denominator Verification

Total enrolled student count is reconciled to the official enrollment roster critical (required)

Verify the denominator used in the report matches the official enrollment count for the reporting period.

Note (optional)

Students excluded from the report are documented by approved reason

Document any exclusions from the denominator and ensure they are allowed by the reporting guidance.

Note (optional)

Late enrollees and withdrawals are handled consistently with state guidance critical (required)

Confirm students added or withdrawn near the count date are included or excluded according to the applicable rules.

Yes No N/A

Duplicate student records were identified and resolved critical (required)

Check for duplicate records that could inflate counts or distort compliance percentages.

Yes No N/A

Immunization Status Data Review

Up-to-date immunization count is verified against source records critical (required)

Confirm the number of students meeting all required immunization requirements for their grade or age group.

Note (optional)

Provisional attendance count is verified against source records

Record students attending under provisional status, if allowed by state rules.

Note (optional)

Medical exemption count is verified against source records

Count students with valid medical exemptions supported by documentation.

Note (optional)

Non-medical exemption count is verified against source records

Count students with valid non-medical exemptions, if permitted by the state.

Note (optional)

Students missing required immunization records are identified critical (required)

Verify the count of students lacking required records or documentation. Any nonzero count requires follow-up.

Note (optional)

Compliance percentages are calculated correctly critical (required)

Check that all percentages, ratios, and totals are mathematically correct and align with the denominator.

Yes No N/A

Documentation and Evidence Review

Source records are current and traceable to student files or immunization registry data critical (required)

Verify the report is supported by current school health records, provider documentation, or registry data.

Yes No N/A

Record review includes documentation of missing or incomplete entries

Confirm that incomplete records and follow-up actions are documented for internal tracking.

Yes No N/A

Audit trail or reviewer notes are retained

Ensure there is a retained review trail showing who compiled and verified the report.

Yes No N/A

No personally identifiable information is included in the aggregate submission beyond what is required critical (required)

Confirm the submission contains only the minimum required information and does not expose unnecessary student PII.

Yes No N/A

Submission, Corrective Actions, and Sign-Off

Deficiencies or non-conformances are documented with corrective actions

List any discrepancies, missing records, or calculation issues and the corrective action plan.

Report is ready for submission to the state or local health department critical (required)

Confirm the report is complete, reviewed, and ready to file.

Yes No N/A

Submission method is documented

Record how the report will be submitted.

Note (optional)

Inspector or reviewer signature critical (required)

Signature of the person verifying the annual immunization compliance report.

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Run: Annual School Immunization Compliance Report to State

Report Identification and Scope

Enrollment and Denominator Verification

Immunization Status Data Review

Documentation and Evidence Review

Submission, Corrective Actions, and Sign-Off

Get your results