imMTrax Forms

Note: The imMTrax access request process changed to an electronic request process on ****January 1st, 2023****. At this time, paper access request forms are no longer accepted. Please see the imMTrax New User Access Form tab for more information. 



Need to reset your imMTrax password?
Please call 1 (406) 444-5580
Monday - Friday, 8am-5pm (MST)

 This is a workflow diagram that lists the steps to electronically submit imMTrax access request. The supervisor steps are listed in the red boxes, The prospective new user steps are listed in the green boxes. The imMTrax team steps are listed in the yellow boxes.

Please note the process for requesting imMTrax access changed to an electronic request process on January 1st, 2023. At this time, paper forms are no longer accepted. Contact Lennon Keppen at lennon.keppen@mt.gov with any questions about the new imMTrax access request process.

Before accessing the imMTrax access request form, you MUST have an Okta account. If you do not have an Okta account, follow the Create Okta User Account Guide to set up an Okta account. Prospective new users will also need their own Okta account to access the imMTrax Single User MOA. Please do not attempt to open the forms in an iPhone or other Apple device. The forms cannot be filled out in Apple’s Safari browser.

To apply for imMTrax access, please click the link below. 

imMTrax Access Request Form (electronic form)

Follow the instructions in the Instructions Guide Electronic imMTrax Access Request Form for steps to request imMTrax access using the new electronic ServiceNow forms. With the new electronic request process, supervisors need to submit the initial imMTrax access request for new staff.    The electronic process is comprised of two parts. The first part requires the supervisor to submit a request for access on behalf of the new employee. When accessing the electronic form, the supervisor will need to log into Okta (a security authenticator).  The supervisor will need to provide basic information, along with the employee’s email. If the request is approved by imMTrax staff, the new employee will receive a link to complete their imMTrax user agreement before login credentials will be sent. 

The role descriptions below can assist you in determining what access role best fits your system workflow needs.  For questions regarding appropriate access levels for individual imMTrax users, contact the Montana Immunization Program at (406) 444-5580.

Access Levels

  1. Read Only with Consent - Search, View, Print, and Update imMTrax Consent Status
  2. Record Maintenance - Search, View, Print, Update and Add Patient Information and Add Immunizations
  3. Vaccine Mgmt - Search, View, Print, Update/Add Client Information, Add Immunizations, and vaccine lot management (VOMS 2.0)
  • imMTrax User Permissions Change Request Form  (For Active and Existing imMTrax Accounts Only) -  This form is for upgrading or downgrading your imMTrax user permissions for an employer you already have imMTrax access under. If you have changed jobs and moved to a new employer, please have your supervisor at your new employer follow the instructions in the imMTrax New User section to transfer your imMTrax access to your new work location.