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Coordinated Vaccination Conversations Across the Care Continuum - Intake and First Contact

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Description

This activity is supported by an independent education grant from GSK. This online education program has been designed solely for healthcare professionals in the US. The content is not intended for healthcare professionals in any other country.

Join Angela Branche, MD, for this accredited online teaching session. This module covers the Intake & First Contact and is the first in a series of four modules using real-world clinical scenarios and multidisciplinary perspectives, to explore the latest evidence-based strategies for aligning vaccination conversations across the care continuum.

Participants will gain practical insights into breaking down communication silos, addressing persistent vaccine hesitancy with empathy, and implementing "unified message" protocols essential for increasing equitable vaccine access and protection in clinical practice.

Credits: 0.25 AMA PRA Category 1 Credits™

Launch date: 10 July 2026

Expiration date: 30 June 2027

Estimated time to complete this activity: 25 minutes

Prefer to read instead? Read our Key Clinical Summary here.

Program Highlights

  • Identifying the "Four Doors": Navigating missed opportunities for adult vaccination across pharmacy, primary care, inpatient, and community health touchpoints.
  • Overcoming Fragmented Messaging: Strategies for aligning the entire care team to provide a consistent, evidence-based "Unified Message" to patients.
  • Modern Approaches to Hesitancy: Practical techniques for addressing vaccine concerns and correcting misinformation without damaging the patient-provider relationship.
  • Closing the Equity Gap: Utilizing social and structural insights to reach underserved populations and ensure equitable protection for all.
  • Coordinating Transitions of Care: Effective protocols for ensuring vaccination status is addressed during hospital intake and discharge.

Who Should Participate

This program is designed for healthcare professionals in the US, involved in preventative care, immunization advocacy, and patient education, including:

  • Primary Care Clinicians (Physicians, PAs, and NPs)
  • Pharmacists and Pharmacy Technicians
  • Infectious Disease Specialists
  • Hospitalists and Inpatient Teams
  • Public Health Professionals
  • Nurses and Care Coordinators

Faculty

Angela Branche, M.D. is an Associate Professor of Medicine at the University of Rochester Medical Center and a leading expert in infectious diseases and vaccinology. As the Co-Principal Investigator for the University of Rochester Vaccine Treatment and Evaluation Unit (UR VTEU), she plays a key role in the clinical development of therapeutics and vaccines for respiratory pathogens, including COVID-19, influenza, and RSV. Dr. Branche earned her medical degree from the American University of the Caribbean and completed her fellowship training at the University of Rochester, where she now combines her clinical practice with research on viral pathogenesis and host immune responses. A member of the NIH Emerging Infections Expert Working Group, she is dedicated to advancing public health through large-scale clinical trials and the study of vaccine biology in adult populations.

Disclosures

Partners for Advancing Clinical Education (Partners) requires every individual in a position to control educational content to disclose all financial relationships with ineligible companies that have occurred within the past 24 months. Ineligible companies are organizations whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

All relevant financial relationships for anyone with the ability to control the content of this educational activity are listed below and have been mitigated according to Partners policies. Others involved in the planning of this activity have no relevant financial relationships.

Angela Branche, MD, faculty for this educational activity, has the following relevant financial relationships: Advisory Board for AstraZeneca, GSK, Moderna, Sanofi, Consultant for AstraZeneca, GSK, Moderna, Sanofi, Grant/Research Support from Moderna, Sanofi, Cyanvac, Pfizer, Vaxcyte, Speaker for AstraZeneca, GSK, Moderna, Sanofi.

Joint Accreditation Statement

In support of improving patient care, this activity has been planned and implemented by Partners for Advancing Clinical Education (Partners) and MedAll. Partners is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Physician Continuing Education

Partners designate this enduring activity for a maximum of 0.25 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Nursing Continuing Professional Development

The maximum number of hours awarded for this Nursing Continuing Professional Development activity is 0.25 ANCC contact hours.

Pharmacy Continuing Education

Partners designates this continuing education activity for 0.25 contact hour(s) (0.1 CEUs) of the Accreditation Council for Pharmacy Education.

(Universal Activity Number - JA4008073-9999-26-219-H06-P)

Type of Activity: Application

For Pharmacists: Upon completion of the online evaluation, your credit will be submitted to CPE Monitor. Pharmacists have up to thirty (30) days to complete the evaluation and claim credit. Please check your NABP account within thirty (30) days to make sure the credit has posted.

Fee Information

There is no fee for this educational activity.

Learning objectives

Upon completion of this activity, participants should be better able to:

  1. Describe common patient-level and system-level barriers that contribute to delayed or missed adult vaccinations across intake, pharmacy, primary care, and inpatient settings.
  2. Implement coordinated and unified evidence-based vaccination messaging across diverse points of care that supports confident adult vaccination decisions.
  3. Apply simple, actionable approaches to identify high-yield vaccination opportunities during routine and unplanned encounters in diverse clinical settings.
  4. Use structured, non-confrontational strategies to respond to common adult vaccination concerns and support confidence-building conversations.
  5. Implement workflow and care-process adjustments that reduce missed vaccination opportunities and support more equitable adult vaccine access across diverse care settings.

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Computer generated transcript

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The following transcript was generated automatically from the content and has not been checked or corrected manually.

This module will be about intake and first contact with your patients around building um better vaccine communication. We'll be talking about setting the foundation for coordinated confidence-building communication with our patients. So, let's talk first about why intake matters. The first contact, uh, just a, a really high leverage point. Uh, the nurse or the medical assistant is often the first clinical touch point in the care continuum. Um, intake staffs are, are Uniquely positioned to spot early hesitancy because they'll hear um very uh frank um reasons for prior refusal, identify barriers such as cost or language or literacy issues, and really set the tone um by priming um for the clinician's recommendations with a unified message such as, you know, your doctor may wanna talk to you about vaccines today. Um, and they are able to set the tone early by small changes in how they communicate, small changes in the opening words which shape really the next steps. Um, some of these things might be normalizing vaccines as part of routine care, using plain language in every step, um, from intake all the way through to that conversation with the clinician, and then cueing the clinician with what you noticed. If you noticed that, um, maybe there was a literacy issue. Or a language issue that might um impede further communication around vaccines. So let's look at a case study. This is Mr. Lopez. Mr. Lopez is a 58-year-old Spanish-speaking um male with type 2 diabetes. He lives with his adult daughter and works a regular shifts. Um, he arrives, um, at a very busy US primary care clinic for a same-day urgent visit due to, um, new onset of acute foot pain. But as you know, he's being, um, the intake is ongoing, uh, it's been noticed, um, that he has a lot of overdue vaccinations and, and sort of a fragmented history of, um, vaccine documentations. Um, the last known documented vaccines were about 10 years ago, and as far as you can tell, there's no COVID-19 booster or shingles vaccine that has been administered. He's, his pneumococcal status is unclear, uh, because records from before that time are missing. And he has a migrant background, so some of his care may even been, been delivered in another country, which again um makes the ability to have up to-date records very, very problematic. Um, he does use the clinic almost exclusively for acute issues, so not necessarily a great patient for um having sort of regular routine care where you can sort of spend time around these issues like vaccination. So this is what the intake interaction might look like between Mr. Lopez and your medical assistant. The medical assistant asks, are you up to date on your vaccines? Mr. Lopez shrugs and says, you know, I got some shots back home. I'm not really sure. I heard that the shingles shots can make you really sick. Um, and the communication realities are, um, you know, Mr. Lopez may have a limited health literacy. Um, he does rely on his adult daughter to interpret rather than requesting a, a professional interpreter, and then there's always gonna be, um, translation, um, challenges with that. So, the workflow reality is that the medical assistant likely is at this point feeling unsure how to reply to Mr. Lopez's um response and sort of um would be worried about uh sort of falling behind in, in her tasks as well as potentially saying the wrong thing, which could uh lead to more hesitancy around um receiving vaccines. So let's ask a question um of the audience and see uh sort of how, how you're assessing this. Which factor do you think presents the highest risk of causing a missed vaccination opportunity uh or MOV uh for Mr. Lopez? A, prioritizing the acute issue, foot pain, while ignoring Ignoring preventive clinical flags. Bowing family interpretation to substitute for structured professional interpreter services. C. triage staff changing the subject due to the pressure and lack of confidence. Um, or D, fragmented past records from another country creating clinical inertia. Please lock in your responses via med app polling now. OK, great. So, let's talk about um some of the, the things that might have led to this particular scenario. Um, interestingly, 38 to 95% of all primary care encounters are documentable missed opportunities for vaccinating older adults or at-risk adults um because of some of these barriers. Some of the system and patient factors that may contribute to that. If you look at Mr. Lopez's scenario, um, specifically, it does illustrate how systemic pressures combined with patient-level disparities. So for example, in this case, um, low literacy. Uh, that's been strongly linked with lower vaccine confidence and underuse of preventive care. Um, acute-only utilization, that was very clear in, in Mr. Lopez's presentation. So visiting your doctors or your providers purely for symptomatic crises like foot pain means that preventive screening often is skipped and there's not necessarily enough time to address it or catch it up. Um, incomplete documentation. This is a big one. his migrant history and care in another country has led to missing immunization data, and it's often hard for providers to know how to fill those gaps. Staff hesitancy, um, lack of communication training can cause intake teams to drop conversation, cues under time pressure, or when they don't feel like they have the necessary skills to really be able to, um, address concerns like Mr. Lopez had. So, there are some safety and efficacy key concerns around um Vaccinations that are totally valid and, and really, you know, should be met and addressed um with clarity. Um, so Mr. Lopez said during his triage, uh, meeting, I've heard that the shingles shot can make you sick. Um, What it looks like in practice. Um, so, hesitation, referencing anecdotal evidence or myths and asking specific safety questions during vitals or screening. For Mr., in the Mr. Lopez's case, he referenced some anecdotal evidence. Um, but a lot of that anecdotal evidence, um, hesitation, specific questions around safety, um, they're, they're rational and they, they should be addressed. There's also sort of system vulnerability. Um, there's lack of brief, neutral validating techniques of intake. Um, staff often changes the subjects due to time pressure, and so, um, those again, um, you know, present a, a barrier to really being able to address safety and efficacy concerns, really that time pressure, um, as well as, uh, sort of not, not having all the knowledge, um, to be able to answer some of those questions. And then, um, The way to, to sort of combat that would be with a clinical move where you acknowledge and you flag um the concern. Uh, you know, I, I think something like saying to Mr. Lopez, it makes sense that you wanna be sure um to flag the specific worry even if it's not one you can address in the EHR for the clinician. Um, and to never argue or dismiss those concerns. So that might be a way to sort of address the system vulnerability, um, of not being able to in that moment and intake, uh, due to whatever pressures, due to time pressure, language pressure, literacy pressure, um, and or even sort of not being able to, uh, have the information to address, um, the, the Issue, but being able to flag that um and, and, and present that to the clinician, um, may be a way to, to combat that. There's often sometimes um another barrier um that I see quite frequently in my practice, uh, which is the perception that um they have a low risk for the infection that you're trying to prevent with vaccination. Um, so for example, um, you might hear something in your clinic like, I don't think I need it. I've never had flu before and I'm otherwise healthy, um, that you'll see very often, particularly in younger adults. Um, and so what it, what it, it really is expressing is sort of underestimating vulnerability, shrugging off suggestions, or stating that preventive care isn't really a priority for that visit. Um, So, the system vulnerability in that is that um risk may not be reframed in terms of age, underlying conditions, or the impact on the family and community. Those are the things that um if you frame them correctly, um, sort of really allows the patient to understand um their potential risk or vulnerability to that illness or disease. Um, The move um to address that potential system vulnerability of, of not reframing things within the right context is to, to do, in fact, refrain them. Tie vaccination to managing a chronic condition, for example. Uh, so in Mr. Lopez's case, you could say because you have, um, diabetes, protecting your lungs from pneumonia, um, is critical to staying out of the hospital. Uh, so putting it in context of why vaccination, um, might actually prevent, uh, Or, or be beneficial to their particular health within the context of their underlying conditions, um, or