Overview

Standardised national guidance will strengthen immunisation management by providing tools to improve engagement, triage, categorisation, and follow-up across the health system.

A consistent approach to recording and managing immunisations is essential to build trust in vaccination systems and data, to align PHOs, regions, districts, and national teams on best practice, and to support equal immunisation outcomes for whānau.

This guideline includes:

  • What is a declined vaccination, versus a delayed or missed vaccination, and how are these recorded?
  • When should children be pre-called or recalled for milestone events?
  • When is a child referred from a general practice to Outreach Immunisation Services (OIS) or other community-based provider?

This guidance has been co-developed between the National Public Health Service, General Practice New Zealand (GPNZ) and Primary Health Organisation (PHO) nursing leads. It draws heavily on existing guidance produced by those organisations

The guidance also aligns with agreed standards for immunisation services, as outlined in the Immunisation Handbook Appendix 3.

Notes: 

  • This document provides best-practice guidance and may be adapted to local, regional, or PHO needs.
  • Recording options are limited by current systems (Aotearoa Immunisation Register (AIR), General Practice Patient Management System (GP PMS) and may change as these evolve.
  • Expectations of best practice reflect funding available to primary care for immunisation services for FY 2025/26.
  • Outreach Immunisation Services are specialised, and resource intensive services prioritised for those with the highest need.
  • Some whānau will benefit from early referrals to OIS or an alternative provider to ensure timely follow up. Local Operating Groups or other Health New Zealand coordination services will assist decision making

Declined immunisations

Declined immunisations

Approximately 50% of children aged 3 years and under with a recorded declined immunisation have received a vaccine before, suggesting whānau may still be open to immunisation. This should be kept in mind when navigating conversations about immunisation.

Definition of a Declined Immunisation

A situation where a parent, guardian, or individual consciously decides not to accept a specific scheduled vaccine or group of vaccines that is offered and available.

Principles for declined immunisations

  1. A decline should only be recorded after a conversation (see Appendix A), ideally with a clinician or authorised vaccinator. This must be documented in the child’s clinical record.
  2. Declines are a “moment in time” and can be revisited and updated, with vaccinations offered and accepted later. Whānau who decline an immunisation must not be labelled “decliners” or “anti-vaccination”.
  3. Ensure whānau have opportunities to discuss any concerns with a health professional or other experienced person best able to respond to these concerns
  4. When consumers are able to consent to vaccination, they should be offered the choice to catch up and recalls for vaccination should be applied. See the Code of Health and Disability Services Consumers’ Rights.
  5. Failed contact attempts by the service (unless conditions outlined in Section 4 are met) or access barriers (e.g. travel, time) do not justify recording a decline. Primary Care should consider opportunities to improve access points for whānau. 
  6. Only record a decline for the vaccines that are due or overdue. Advise whānau they will be contacted for future events and in specific situations (e.g. outbreaks or their health risk status changes). 
  7. If an individual or whānau express preference for an alternative service (e.g. OIS) do not record declined immunisation. Complete referral to the appropriate service, document in the clinical record, and continue recalls as appropriate. The practice remains responsible for a child’s immunisation while enrolled.
  8. A delay (e.g., wanting to wait until a child is older) should not be recorded as a declined event (refer to Section 2). It should be left as overdue in the PMS. Adjust the next recalls accordingly.

Delayed and missed immunisations

Delayed and missed immunisations

Vaccines may be delayed or missed for various reasons.

Definition of a Delayed Immunisation

A situation where a parent, guardian, or individual consciously decides (or is advised due to clinical contraindication) to defer a specific vaccine or group of vaccines that is offered and available, because either:

  • There is a temporary contraindication (e.g., illness / treatment that requires the vaccine to be medically delayed, or caregiver illness) AND / OR
  • They want their child to be vaccinated, but they have requested a delay AND / OR
  • They are hesitant about vaccinations and require additional support / resources to make an informed decision.

Principles for delayed immunisations

  1. Children or whānau choosing to delay vaccination should remain overdue in the PMS and not be referred to OIS, unless they meet referral principles in section 4 (e.g., significant access barriers). The above applies even if children reach the overdue age for outreach referral in Section 3
  2. Practices must contact local AIR teams to communicate whānau decisions to delay vaccination, to ensure clear documentation in PMS and AIR. Notifying AIR teams supports robust coordination and OIS referral prioritisation.
  3. Ensure hesitant whānau are engaged and have opportunities to discuss their concerns with a health professional or other experienced person best able to respond to these concerns.
  4. All whānau must be advised of the risks in delaying vaccination for their tamariki.
  5. Secure future appointments at the time; use practice staff for reminders/calls and offer support with attendance if needed.
  6. For children with longer term medical contraindications, check specialist recommendations for when vaccines can be re-commenced and ensure recalls are set up and appropriate high-risk schedule applied. If possible, liaise with specialist teams to support hospital vaccinations.

Pre-calls and Recalls for childhood vaccines

Pre-calls and Recalls for childhood vaccines

Providers should use their own judgment when contacting individuals / whānau. Recommended best practice for
contacting whānau is outlined below

Immunisation Event Pre-call #1 Recall #1 Recall #2 Recall #3 Overdue refer to Outreach
Pregnancy 14 weeks 16 weeks 18 weeks 20 weeks N/A
6 weeks 2 weeks & 4 weeks 6 weeks 7 weeks 8 weeks 9 weeks
3 months 2.5 months 3 months 3.5 months 4 months 4.5 months
5 months 4.5 months 5 months 5.5 month 6 months 6.5 months
12 months 11.5 months 12 months 12.5 months 13 months 13.5 months
15 months 14.5 months 15 months 15.5 months 16 months 16.5 months
4 years 3 years
11.5 months
4 years 4 years
2 weeks
4 years
4 weeks
4 years
6 weeks

2 week contact

Completion of 6-week immunisations are a strong indicator of future immunisation. This first contact with whānau is critical for a successful immunisation journey.

  1. Aim for 1 to 2 pre-calls to welcome whānau to the practice and to book an appointment for the six-week check and immunisations appointment, starting with an SMS or email and followed up with a phone call.
  2. Ensure SMS, letters, and emails sent from the practice are mana enhancing, welcoming, clear in messaging, and include opportunities for whānau to respond with questions. Whānau should be informed the services are free and they should not be asked about any other family overdue accounts.
  3. If whānau have not booked an appointment within 1 week after the initial contact, follow up with phone calls.
  4. If your experience with the whānau indicates that the 6-week immunisation won’t be completed, then consider an immediate OIS referral.

Principles for pre-calls and recalls

The below principles for pre-calls and recalls support primary care to deliver every immunisation on time, every time. 

  1. Allocate protected time for staff to complete pre-call, recall, and referrals to Outreach.
  2. Allow time for clinicians or authorised vaccinators to contact whānau. Practice support staff can help with supporting tasks (e.g., tracing contact details).
  3. Ensure phone calls, SMS, letters, and emails from practice are mana enhancing, welcoming, clear in messaging, communicate that scheduled vaccines are free, and include opportunities for whānau to respond with questions. Practices should attempt contact at different times of the day.
  4. Ensure your practice / PHO has step-by-step guidance on how to action pre-calls and recalls correctly in your Practice Management System and other relevant technology your service uses.
  5. Familiarise yourself with support services available in your community (e.g., Hauora Māori and Pacific services, disability, access, language and translation).
  6. Partner with Well-Child Tamariki Ora and B4 School Check providers to ensure continuity of care and build whānau trust in immunisation through consistent messaging.

Referrals to Outreach Immunisation Services

Referrals to Outreach Immunisation Services

OIS provide vaccination for individuals / whānau. They provide immunisation services for children who: 

  • are aged 0-6 years (inclusive) and
  • are overdue for vaccination (refer to Section 3) and
  • have not been vaccinated or have not engaged despite the practice following best practice guidelines in this document.

OIS are not contracted to provide services to:

  • whānau who have categorically declined vaccines in principle
  • children who require BCG (tuberculosis) vaccination.

Principles for OIS referrals

If you know the whānau and consider health / access / other family arrangements will make presentation at 6 weeks unlikely, then refer to OIS immediately. Otherwise, the following apply:

  1. OIS referrals should be prioritised for children who are unlikely to engage with the practice. As per the PHOSA, practices are expected to manage immunisations for children / whānau who have previously been vaccinated or engaged by the practice.
  2. Children should not be referred to OIS until three contact attempts have been unsuccessful, as per the Pre-calls / Recalls section of this document.
  3. Children should not be referred to OIS if simple access barriers (see Appendix A) are identified as preventing presentation to primary care. Practices should consider addressing these or link with support providers where necessary.
  4. An understanding of local OIS providers is helpful for assessing
    - if a child / whānau is more likely to engage with the OIS due to cultural / language / other factors.
    - if there are significant access barriers that require home visits. 
  5. OIS does not permanently enrol patients. Its purpose is to catch up vaccinations and re-engage whānau with primary care. 6 If whānau who have been referred to OIS for immunisation present to practice, offer vaccination (see contraindications).

Appendix A: Addressing access barriers

Appendix A: Addressing access barriers
Barriers Advice
Transport Assist with transport (e.g. staff drivers, community shuttles, taxi vouchers)
Contact details Check contact details at every contact, get email details, next of kin and alternate contact details (e.g. other family members) as back up
Time Ask whanau for their preferred time and day, an offer flexible options such as evenings or dedicated immunisations clinics
Cost Immunisation visits are free and should be no requirement for other accounts to be paid at this visit
Other Immunisation services should be holistic, culturally safe, and delivered by trained staff from across the practice team who understand the needs of the community and whanau they care for

Self-checklist

Prioritise immunisation recalls based on need

  • Recall whānau experiencing higher barriers to access first (e.g., those with disabilities, complex health needs, or higher deprivation areas).
  • Assign staff to re-call tasks who are appropriately qualified and where possible who are able to build trusted relationships (e.g., can meet cultural and language needs).

Offer opportunistic immunisation

  • Practice staff can use patient alerts or recalls identifying attending pēpi who will soon be due, or who have overdue immunisation. If the opportunity arises, casual patients should be offered vaccination.
  • Do not postpone or cancel immunisation appointments for pēpi or others that are mildly unwell. Ensure all staff are aware of true contraindications for immunisation.
    Visit the Immunisation Handbook or IMAC for further information.

Ensure your practice feels safe to whānau with pēpi: 

  • Ensure the practice feels warm, inviting and safe for whānau and infants.
  • Offer dedicated childhood immunisation clinics (e.g., ‘Well-Child Saturdays’) and ensure safe access separate from respiratory clinics, to reassure whānau.
  • Welcoming attitudes from reception, practice staff, and clinicians can make a big difference to supporting whānau to feel culturally safe and comfortable to bring several children to the practice without being judged.

Self-checklist

Self-checklist

Prioritise immunisation recalls based on need

  • Recall whānau experiencing higher barriers to access first (e.g., those with disabilities, complex health needs, or higher deprivation areas).
  • Assign staff to re-call tasks who are appropriately qualified and where possible who are able to build trusted relationships (e.g., can meet cultural and language needs).

Offer opportunistic immunisation

  • Practice staff can use patient alerts or recalls identifying attending pēpi who will soon be due, or who have overdue immunisation. If the opportunity arises, casual patients should be offered vaccination.
  • Do not postpone or cancel immunisation appointments for pēpi or others that are mildly unwell. Ensure all staff are aware of true contraindications for immunisation.
    Visit the Immunisation Handbook or IMAC for further information.

Ensure your practice feels safe to whānau with pēpi: 

  • Ensure the practice feels warm, inviting and safe for whānau and infants.
  • Offer dedicated childhood immunisation clinics (e.g., ‘Well-Child Saturdays’) and ensure safe access separate from respiratory clinics, to reassure whānau.
  • Welcoming attitudes from reception, practice staff, and clinicians can make a big difference to supporting whānau to feel culturally safe and comfortable to bring several children to the practice without being judged.

Appendix B: Quick read scenarios

Appendix B: Quick read scenarios
Scenario

Action

Family categorically declines vaccination in principle

Record decline for the event in PMS

Explain to the family the actions you have taken for this event, remove the recall, explain that they will be recalled for the next event (unless they decline). Do not refer to OIS or other providers.

Repeated attempts to contact the family are unsuccessful.

Do not change due or overdue status in PMS.

In AIR the event remains due or overdue Use local contact options to locate family, this may be the local AIR team, WCTO, Hauora Māori or Pacific provider.

Family is hesitant about immunisation ;

Do not change due or overdue status in PMS.

In AIR the event remains due or overdue Provide additional support (e.g., an appointment or conversation with appropriate health professional.) 

Family request OIS because barriers to access not able to be overcome by practice or other local providers   Refer for OIS and where possible be specific about the discussion with family and the reason for referral. 
Family tells community or non-GP provider they categorically decline vaccination 

 OIS providers can record a decline directly into AIR.

This requires practices to update the patient record from the provider inbox. Childhood immunisation providers who cannot enter declines into AIR should update their local AIR administrator for support with updating the patient record.

Download: Guidelines for Immunisation Management in Primary Care - DOCX, 2.2 MB

National Public Health Service
November 2025