Managing client prescriptions

In a client’s profile, you can access the Medications tab to view medications and manage prescriptions.

In this guide, we’ll cover:

• Viewing a client’s medications
• Creating a new prescription
• Renewing a prescription
• Stopping a prescription
• Deleting a prescription
• Setting up a favorite prescription

Viewing a client’s medications

To view a client’s active and inactive medications:

1. Navigate to the client’s Overview page
2. Select Medications 

On the client’s Medications tab, you’ll find a section for both active and inactive medications, as well as the date and time this page was last updated. 

For each active and inactive medication, you’ll find the following for each medication:

• Name, Strength, Form
• Dose
• Route
• Timing
• Start date and Stop date
• Additional directions, if added 

Click Manage medications > Continue to open the DrFirst ePrescribe window. 

Note: DrFirst is our third-party ePrescribe partner.

Creating a new prescription

After the client's default pharmacy has been added and allergies have been entered, you’re ready to create a new prescription for them. To do this:

1. Navigate to the client’s Overview page
2. Select Medications > Manage medications > Continue

Note: Clicking Continue will open the DrFirst ePrescribe window, which may take a moment to load.

1. Choose Create New Rx

2. Enter the drug name
3. Click the magnifying glass icon
4. Select a medication to prescribe

5. Choose a Strength / Pkg
6. Add Patient Directions by using the dropdown menus

7. Add a Quantity and any other additional details
8. Click Review

9. Review the information
10. Click Save Pending Rx

Other than Save Pending Rx, you also have other options for your prescription:

• To save and add another Rx, click Save and Add Rx
• To make updates, click Back
• To cancel the prescription, click Cancel

To send the prescription to the client’s default pharmacy:

1. Enter your Signature Password
   • You may also need to enter your signing passphrase and a one-time PIN (OTP) from your token for a controlled substance
2. Click Send

A confirmation banner will appear at the top of the page. 

Important: In order to send a prescription to a pharmacy, a default pharmacy must be added. To learn more, see Adding a pharmacy.

Renewing a prescription

To renew a medication: 

1. Navigate to the client’s Overview page
2. Select Medications > Manage medications > Continue

Note: Clicking Continue will open the DrFirst ePrescribe window, which may take a moment to load.

3. Under Active Medications, find the medication in question
4. Under Actions, click the renew button

Renewing a medication will recreate the prescription as is and can’t be edited. If you’d like to recreate a previous prescription and edit before sending, select the Rx button.

If you selected the Rx button, make edits to the Patient Directions, Quantity, and other fields where needed. 

Once you’re ready to send the prescription:

1. Scroll to Prescription Management
2. Enter your Signature Password
   • You may also need to enter your signing passphrase and a one-time PIN (OTP) from your token for a controlled substance
   • Click Send

Stopping a prescription

Stopping a prescription will move it from active to inactive medications in the client’s Medications tab.

Note: To fully remove the prescription from the Medications tab the prescription from the Medications tab, see Deleting a prescription. 

To stop a prescription:

1. Navigate to the client’s Overview page
2. Select Medications > Manage medications > Continue

Note: Clicking Continue will open the DrFirst ePrescribe window, which may take a moment to load.

3. Under Active Medications, find the prescription in question
4. Under Actions, click the stop icon 
5. Click Stop to confirm

Deleting a prescription

To delete an active medication:

1. Navigate to the client’s Overview page
2. Select Medications > Manage medications > Continue

Note: Clicking Continue will open the DrFirst ePrescribe window, which may take a moment to load.

3. Under Active Medications, find the prescription(s) in question
   • Use the checkboxes to select more than one medication
4. Under Actions, click the trash can icon 
5. Click Confirm Delete

Setting up a favorite prescription

If you have a medication you prescribe often, you can add this to your favorites. 

Note: Medications you’ve favorited will only apply for your clients.

To set up a favorite medication:

1. Click the Medications tab from the client’s Overview page
2. Select Manage medications
3. Choose Continue
4. Hover over the hamburger icon at the top left

5. Select Utilities > Favorites
6. Click Add Favorite and add a medication
7. Choose the medication to prescribe from Favorites