Quick takeaway
- Separate intake, medical examination, vaccination review, and final certification into clear steps.
- Save the record before printing so corrections can be made without starting over.
- Use current USCIS instructions as the final authority.
For a Windows workflow related to this topic, see I-693 Medical Exam Software. You can also return to the MedClaimSoftware home page for the complete software lineup and free trials.
A reliable I-693 workflow is easier to manage when the office separates administrative intake from the medical examination and final certification.
1. Prepare the applicant record
Confirm the applicant's name and identifying information from reliable source documents. Create or open the applicant record in the software so administrative data does not need to be retyped throughout the process.
2. Review the medical and vaccination documentation
Collect the information the civil surgeon needs for the examination and vaccination review. Do not treat a software checklist as a substitute for the current USCIS Technical Instructions or the civil surgeon's clinical responsibilities.
3. Enter examination results
Document the applicable findings and form responses in a consistent order. Saving the record during the visit helps preserve work if the office needs to return to the form after testing, records review, or follow-up.
4. Review the completed form
Compare the on-screen record with the source documentation. Check names, dates, identifiers, vaccinations, medical findings, and the civil surgeon information as a connected record rather than as isolated boxes.
5. Print and complete the USCIS handling steps
Print only after the record has been reviewed. Follow the current USCIS instructions for signatures, copies, and any sealed-envelope or submission requirements that apply to the case.
Keep the workflow current
Government forms and instructions can change. Before a form is finalized, compare the saved record with the current official instructions and requirements that apply to the case. Software can make data entry, saving, retrieval, and printing more consistent, but it does not replace the agency's filing rules.