Our newest template set, Vaccination Tracking, has just been published to Solution Center!

Brianne LairdBrianne Laird Employee
edited 01/26/21 in Groups
01/26/21 Edited 01/26/21
Answered - Pending Review

Organizations authorized to administer vaccinations during a period of great demand face an uphill battle; the requirement to precisely track, manage, and report on individual records, while facilitating a high-volume request intake process, is unprecedented.

With the Vaccination Tracking template set, organizations can standardize this process and create a single source of truth for vaccination operations - easing the burden of request intake, redundant tasks, administrative work, and consistent and clear communications using a simple framework. While the template set is specifically designed to accommodate either the Pfizer or Moderna COVID-19 vaccines, it can be adapted and used for other vaccination workflows. Additionally, while the template set is built to leverage core Smartsheet capabilities at download, organizations who wish to enhance and integrate their vaccination tracking solution may do so using dynamic view, pivot-app, or data-uploader.

Link to the template set: https://app.smartsheet.com/b/publish?EQBCT=c920e65f97c14989b90d976d882087ce

Coming Soon - we’re working on a webpage that will host more information. This webpage will include the template set and an overview demo video.

Brianne Laird, Lead Customer Success Manager - Healthcare


  • Does it have the ability to create secure appointment links or a secure appointment process that cannot be shared?  We don't want people forwarding the email with the link to others and have that link work. Hope that makes sense.

  • Gwen Rymill SBPGwen Rymill SBP ✭✭✭✭✭

    Hi @Joe Wadlinger

    We have built a highly secure appointment booking system which is being used in the NHS in UK right now.

    This Smartsheet Booking System with web interface tool offers  real-time conditional logic appointment availability and booking whilst also being able to manage two bookings at a time. This system takes firm bookings, not requests for appointments which involves a lot more administration effort and resources. https://smarterbusinessprocesses.com/smarter-vaccination-bookings/. We have also adapted this system to assist with Covid Testing

    Please reach out If you would like a demo from our CTO

  • Hi @Gwen Rymill SBP @Brianne Laird

    We are a small organization and am need help to set this up for covid vaccination and testing clinics.

    Please help

    [email protected]

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @vineet.parikh

    I hope you're well and safe!

    How did it go? Did you manage to get something set up?

    I hope that helps!

    Have a fantastic weekend & Happy New Year!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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