Cheat sheet

PTCB Immunization Cheat Sheet

Quick Facts

Credential
Immunization Administration Certificate
Items
60 multiple-choice
Appointment
1 hr 30 min
Exam time
80 minutes
Pass
300 scaled (0-400)
Fee
$89 per attempt
Eligibility
Active CPhT + training program
Retakes
No wait, unlimited
Renewal
None; does not expire
Pass rate
82% (2025)

Domain Weights

Concepts 30, Safety 50, Documentation 20

30%: terms, types, schedules50%: prep, route, technique20%: records, storage, reactions

Live vs Inactivated

Live attenuated

  • Replicates in host
  • Avoid in pregnancy
  • Avoid severe immunodeficiency
  • Often one dose

Inactivated

  • Cannot replicate
  • Acceptable in pregnancy
  • Acceptable if immunocompromised
  • Usually multiple doses

Replicates versus cannot

Technician Role and Scope

What the certificate proves
Knowledge, not legal authority
Who grants authority
State pharmacy practice act
Who screens the patient
Pharmacist or authorized prescriber
Standing order
Protocol; no individual prescription
Collaborative practice agreement
Signed delegation to pharmacist
Technician tasks
Prepare, give VIS, inject, document
Exam prerequisite
Active CPhT credential
Training prerequisite
PTCB-Recognized training program

Live Vaccine Roll Call

MMR, MMRV, Varicella, LAIV, Rotavirus, Yellow fever

Oral typhoid is live tooShingrix is NOT liveAvoid in pregnancy

Active vs Passive Immunity

Active

  • Body makes antibody
  • Takes weeks
  • Lasts years

Passive

  • Antibody given directly
  • Protects immediately
  • Fades in months

Made versus borrowed

Vaccine Types

Live attenuated
Weakened; still replicatesLAV
Inactivated
Killed; cannot replicate
Toxoid
Inactivated toxin; tetanus, diphtheria
Subunit
Purified antigen pieces
Conjugate
Polysaccharide linked to protein
Polysaccharide
Sugar-coat antigen; PPSV23
Recombinant
Engineered protein; Shingrix, RIV
mRNA
Cells make the antigen
Viral vector
Carrier virus delivers gene

Certificate vs CPhT Certification

Immunization certificate

  • One skill area
  • No renewal required
  • Requires CPhT first

CPhT certification

  • Broad credential
  • Renew every two years
  • Prerequisite for the certificate

Skill versus base credential

Immunity Terms

Active immunity
Own immune system responds
Passive immunity
Borrowed antibody; temporary
Herd immunity
Community protection threshold
Antigen
Substance triggering immune response
Antibody
Protein that binds antigen
Adjuvant
Boosts response; requires IM
Seroconversion
Detectable antibody appears
Titer
Measured antibody level
Immunogenicity
Ability to provoke immunity

Shingrix vs Zostavax

Shingrix (RZV)

  • Recombinant, not live
  • Two doses, IM
  • Current US product

Zostavax (ZVL)

  • Live attenuated
  • One dose, SC
  • US-discontinued in 2020

Recombinant versus live

Live Vaccines to Know

MMR
Live; subcutaneous
MMRV
Live; adds varicella
Varicella
Live; subcutaneous
LAIV
Live; intranasal, ages 2-49
Rotavirus
Live; oral, infants
Yellow fever
Live; travel vaccine
Oral typhoid
Live; Ty21a capsules
Shingrix
NOT live; recombinantTrap
Zostavax
Live; US-discontinued 2020Trap

Adult Schedule Highlights

Influenza
One dose annually
Influenza age 65+
High-dose, adjuvanted, or recombinant
LAIV eligibility
Healthy, non-pregnant, ages 2-49
Tdap
Once, then Td every 10yr
Pregnancy Tdap
Every pregnancy, 27-36 weeks
Shingrix doses
Two, 2-6 months apart
Shingrix ages
50 and older; 19 immunocompromised
Pneumococcal age
All adults 50 and older
Pneumococcal products
PCV15, PCV20 or PCV21
After PCV15
PPSV23 about one year8-week minimum
After PCV20 or PCV21
No PPSV23; series complete
Where to check
Current CDC ACIP schedules

Key Abbreviations

IIV
Inactivated influenza vaccine
RIV
Recombinant influenza vaccine
LAIV
Live attenuated influenza; intranasal
RZV
Recombinant zoster vaccine; Shingrix
PCV
Pneumococcal conjugate vaccine
PPSV23
Pneumococcal polysaccharide vaccine
MenACWY
Meningococcal conjugate vaccine
Tdap vs Td
Pertussis included versus not
VIS
Vaccine Information Statement
IIS
Immunization Information System
BUD
Beyond-use date
MDV
Multidose vial
MFS
Manufacturer-filled syringe
DDL
Digital data logger

Adult Needle Ladder

Under 130 one inch; over 200 one-and-a-half

<130 lb: 1 inch130-152 lb: 1 inch152-260 lb: 1-1.5 inchWomen >200, men >260: 1.5

Contraindication vs Precaution

Contraindication

  • Do not give
  • Severe allergy to component
  • Severe reaction to prior dose

Precaution

  • Defer and weigh benefit
  • Moderate or severe illness
  • May still vaccinate

Never versus maybe later

Adult Deltoid Needle Picker

  1. Under 130 lb1 inch(5/8 if taut)
  2. 130-152 lb1 inch
  3. Man 152-260 lb1-1.5 inches
  4. Woman 152-200 lb1-1.5 inches
  5. Man over 260 lb1.5 inches
  6. Woman over 200 lb1.5 inches
  7. Using the thigh instead1.5 inches(1 inch if taut)

Screening and Contraindications

Who decides eligibility
Pharmacist or authorized prescriber
Severe allergy to prior dose
Contraindication; never repeat it
Severe allergy to a component
Contraindication for that vaccine
Moderate or severe acute illness
Precaution; defer until better
Mild illness or low-grade fever
Vaccinate; do not defer
Pregnancy
Contraindication for live vaccines
Severe immunodeficiency
Contraindication for live vaccines
Egg allergy
Give RIV or IIV
Prior severe influenza-vaccine reaction
Contraindication to future doses
Neomycin contact dermatitis
Not a contraindication
Thimerosal delayed reaction
Not a contraindication
Latex anaphylaxis history
Avoid natural rubber stoppers
Penicillin allergy
No vaccine contains penicillin

Reconstitution Clock

MMR 8 hours; varicella 30 minutes

MMR: dark, 2-8°CVaricella: discard fastManufacturer diluent only

IM vs Subcutaneous

Intramuscular

  • 90 degrees
  • 22-25 gauge
  • Deltoid or thigh
  • All adjuvanted vaccines

Subcutaneous

  • 45 degrees
  • 23-25 gauge, 5/8 inch
  • Upper-outer triceps
  • MMR, varicella

Muscle versus fatty tissue

Route and Site Picker

  1. Adult IM vaccineDeltoid, 90 degrees
  2. Infant under 12 monthsAnterolateral thigh(More muscle)
  3. Non-live adjuvanted vaccineIntramuscular only(Avoid granuloma)
  4. MMR or varicellaSubcutaneous, 45 degrees
  5. Subcutaneous, 12 months plusUpper-outer triceps
  6. LAIVIntranasal spray(0.1 mL each nostril)
  7. RotavirusOral applicator
  8. Two shots, same limbSpace 1 inch apart
  9. Vaccine with immune globulinSeparate limbs

Adult IM Needle Table

Under 130 lb (60 kg)
1 inch5/8 if taut
130-152 lb (60-70 kg)
1 inch
Men 152-260 lb
1-1.5 inches
Women 152-200 lb
1-1.5 inches
Men over 260 lb
1.5 inches
Women over 200 lb
1.5 inches
Anterolateral thigh, any adult
1.5 inches1 in if taut
Gauge, all IM
22-25 gauge
Site
Deltoid preferred; thigh alternate

Repeat the Dose?

  1. SC vaccine given IMCounts; do not repeat
  2. HepB by non-IM routeInvalid; repeat
  3. HepB in adult glutealInvalid; repeat
  4. Rabies in glutealInvalid; repeat
  5. HepA given SCCounts; do not repeat
  6. MenACWY given SCCounts; do not repeat
  7. Dose leaked from syringeRepeat the dose
  8. LAIV sneezed outDo not repeat
  9. Two live vaccines, 3 weeks apartRepeat the second(28-day rule)
  10. Dose 5 days earlyInvalid; repeat(4-day grace only)

Child IM Needle Table

Neonates, first 28 days
5/8 inch; thigh
Infants 1-12 months
1 inch; thigh
Toddlers 1-2 years, thigh
1-1.25 inchPreferred
Toddlers 1-2 years, deltoid
5/8-1 inch
Children 3-10, deltoid
5/8-1 inchPreferred
Children 3-10, thigh
1-1.25 inches
Ages 11-18, deltoid
5/8-1 inchPreferred
Ages 11-18, thigh
1-1.5 inches
5/8-inch footnote
Only if skin stretched taut

Routes, Angles, Gauges

IM angle
90 degrees to skin
IM gauge
22-25 gauge
SC angle
45 degrees, tissue pinched
SC needle
5/8 inch, 23-25 gauge
SC site, 12 months and older
Upper-outer triceps fat
SC site, under 12 months
Anterolateral thigh
Bunched tissue for IM
Needs 1 inch minimum
Intranasal LAIV
0.1 mL per nostril
Aspiration
Not necessary; adds pain
Two shots, one limb
Separate by 1 inch
Vaccine plus immune globulin
Use separate limbs
Gluteal site
Avoid; fat blunts response

Dose Volumes

Most injectable vaccines
0.5 mL
HepA, age 19 and older
1.0 mL
HepB, age 20 and older
1.0 mL
LAIV
0.2 mL, split nostrils
High-Dose Fluzone
0.7 mL
Shingrix (RZV)
0.5 mL reconstituted
Leaked partial dose
Repeat the dose
Divided doses across visits
Never valid; revaccinate

Preparation and Vial Rules

Diluent choice
Only that product's diluent
Diluent storage
Never freeze a diluent
MMR after reconstitution
Discard within 8 hours
Varicella after reconstitution
Discard within 30 minutes
Pooling vials
Never combine partial doses
Predrawing
Discouraged; draw at administration
Predraw limit
10 or fewer syringes
Predrawn leftovers
Discard by workday end
Vial access devices
Not recommended; contamination route
Changing needle before injecting
Not required unless contaminated
Per injection
New sterile needle, syringe
Mixing vaccines in a syringe
Never unless licensed combined

Sharps and Infection Control

Recapping
Never; top needlestick cause
Sharps container
Same room, labeled, puncture-proof
OSHA rule
Bloodborne Pathogens standard
Needlestick law
Needlestick Safety Act, 2000
Gloves
Only if lesions or fluids
Hand hygiene
Before prep, between patients
Multidose vial location
Clean prep area only
Drawing area
Designated clean medication area
After a needlestick
Wash, report, seek prophylaxis
Vaccinator's own allergy
Not a reason to withdraw
LAIV exception
Severely immunosuppressed must not give

Epinephrine Numbers

Adults 0.3-0.5 mg; children 0.01 mg/kg

1 mg/mL preparationMid-outer thighRepeat every 5-15 minutesStock three doses

VAERS vs VERP

VAERS

  • Adverse events
  • CDC and FDA
  • Some reports mandatory

VERP

  • Administration errors
  • Run by ISMP
  • Entirely voluntary

Reaction versus mistake

Where to Report

  1. Hives after vaccinationVAERS
  2. Event on Reportable Events TableVAERS(Required by law)
  3. Wrong vaccine administeredISMP VERP(Voluntary)
  4. Expired product givenISMP VERP
  5. Patient seeks compensationVICP claim(HRSA, no-fault)
  6. Routine dose recordState IIS
  7. Needlestick injuryOSHA sharps log(Employer keeps it)

VIS Requirements

Timing
Before the injection
Multi-dose series
Before every single dose
Age
Required regardless of age
Legal basis
NCVIA of 1986
Record: VIS edition date
Bottom right of VIS
Record: date VIS given
Date of the visit
Record: date administered
Date vaccine was given
Record: manufacturer, lot
Taken from vial label
Record: administrator
Name, title, office address
Signature
Not required by NCVIA
Editing a VIS
Add practice contact only
Take-home copy
Offer it; patient may decline

Cold Chain Numbers

Fridge 2 to 8; freezer -50 to -15

Set fridge at 5°CSet freezer at -20°CUltra-cold: -90 to -60

Expiration vs Beyond-Use Date

Expiration date

  • Set by manufacturer
  • Printed on the vial
  • Valid through that day

Beyond-use date

  • Calculated by provider
  • Starts at puncture or mixing
  • Never later than expiration

Printed versus calculated

Temperature Excursion Steps

  1. Alarm or out-of-range readingNotify vaccine coordinator
  2. Vaccines were exposedLabel DO NOT USE
  3. Labeled stockMove to correct storage(Separate container)
  4. Tempted to throw awayDo not discard
  5. Documenting the eventDate, time, temperatures, inventory
  6. Deciding viabilityCall immunization program(Or manufacturer)

Storage Temperatures

Refrigerator
2°C to 8°C36-46°F
Freezer
-50°C to -15°C-58 to 5°F
Ultra-cold freezer
-90°C to -60°C-130 to -76°F
Refrigerator thermostat
Set midpoint 5°C
Freezer thermostat
Set midpoint -20°C
mResvia frozen
-40°C to -15°CNarrower
Accidentally frozen
Adjuvanted vaccines lose potency
Diluent
With its vaccine; never frozen

Refrigerated vs Frozen

Refrigerated 2-8°C

  • Most vaccines
  • Never let it freeze
  • Adjuvanted lose potency

Frozen -50 to -15°C

  • Varicella, MMRV
  • Stand-alone freezer
  • Never store diluent

Freezing ruins adjuvanted vaccines

Storage Unit Choice

  1. Best available optionNSF/ANSI 456 unit
  2. Next bestPurpose-built vaccine unit
  3. Third bestPharmaceutical-grade unit
  4. Only household-grade availableRefrigerator compartment only(Never its freezer)
  5. Dormitory or bar-style unitNever use
  6. Frozen vaccine stockedStand-alone freezer

Storage and Monitoring Equipment

Best unit
NSF/ANSI Standard 456
Second best
Purpose-built vaccine unit
Third best
Pharmaceutical-grade unit
Never use
Dormitory or bar-style units
Household-grade unit
Refrigerator compartment only
Frozen stock
Needs stand-alone freezer
Monitoring device
Digital data logger (DDL)
Probe
Buffered; unit center with vaccines
Accuracy
±0.5°C recommended uncertainty
Calibration
Current Certificate of Calibration Testing
Banned devices
Alcohol, mercury, bimetal, infrared
Daily check
Min/max at workday start
No min/max display
Record temperature twice daily
Avoid placing vaccines
Doors, drawers, under vents
Spacing
2-3 inches from walls
Stock rotation
Weekly; earliest expiration first

Reporting and Registries

VAERS
Adverse events after vaccination
VAERS operators
CDC and FDA jointly
VAERS mandatory reports
Reportable Events Table entries
VAERS limitation
Cannot establish causality
VERP
ISMP voluntary error program
VERP scope
Wrong vaccine, dose, expired product
IIS
Jurisdiction-run immunization registry
IIS uses
School, camp, clinical records
VICP
No-fault injury compensation program
VICP basis
The Vaccine Injury Table

Adverse Reactions and Anaphylaxis

Local reaction
Most frequent, least severe
Systemic reaction
Fever; less frequent
Anaphylaxis rate
About 1 per million
Skin findings
Absent in 10-20% of cases
Adult epinephrine
0.3-0.5 mg IM1 mg/mL
Child epinephrine
0.01 mg/kg IMMax 0.5 mg
Epinephrine site
Mid-outer thigh
Repeat interval
Every 5-15 minutes
Contraindication to epinephrine
None in anaphylaxis
Position
Recumbent, legs elevated
Doses to stock
At least three, all ages
Syncope observation
15 minutes, seated
Syncope timing
80% within 15 minutes
Site requirements
Epinephrine, airway kit, plan

Common Traps

Certificate is not authority

PTCB certificate proves knowledge State law grants authority

60 questions, not 90

Exam has 60 items 90 minutes is the appointment

Shingrix is not live

Shingrix is recombinant Zostavax was the live one

Gauge is not depth

Gauge sets needle width Length and angle set depth

Wrong route is not always invalid

SC given IM still counts HepB given non-IM is invalid

Precaution is not contraindication

Precaution means weigh benefit Contraindication means never give

VAERS is not VERP

VAERS takes adverse events VERP takes administration errors

VIS goes before, not after

Hand the VIS before injecting Afterward violates the NCVIA

Freezing is not safe storage

Frozen adjuvanted vaccines are ruined Thawing does not restore potency

Do not discard excursion stock

Label it DO NOT USE Await a viability decision

Aspiration is not required

No large vessels at sites Aspirating only adds pain

Grace period is not universal

4 days for same vaccine Never for the 28-day rule

Last Minute

  1. 1.Concepts 30, Safety 50, Documentation 20
  2. 2.60 items, 80-minute exam
  3. 3.Pass = 300 scaled, 0-400
  4. 4.$89 each attempt, no wait
  5. 5.Certificate never expires; CPhT does
  6. 6.IM = 90 degrees; SC = 45
  7. 7.IM gauge 22-25; SC 23-25
  8. 8.Adult deltoid: 1 to 1.5 inch
  9. 9.Infants: thigh, 1 inch
  10. 10.MMR 8 hours; varicella 30 minutes
  11. 11.Never pool partial vaccine vials
  12. 12.Fridge 2-8°C; freezer -50/-15°C
  13. 13.Never dormitory-style storage units
  14. 14.VIS before every single dose
  15. 15.Record 5 items after VIS
  16. 16.Epinephrine 0.3-0.5 mg IM adults
  17. 17.Observe 15 minutes for syncope
  18. 18.VAERS = reactions; VERP = errors
  19. 19.Never recap a used needle
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