While SimplePractice doesn’t offer e-prescribing, you’re able to request and document a client’s list of medications in their file for easy reference.
In this guide, we’ll review:
Requesting medications during the intake process
When beginning to work with clients, clinicians may request an up-to-date list of medications from their clients or contacts. To streamline this process, you can request this information using Paperless Intakes. For instructions on how to create a custom intake form template and share it via the Client Portal, see:
Once the intake form has been completed by the client, you can access it from the client’s Overview page in the Shared with client section.
Note: If you need to request medications from a third party, such as a client’s family member or doctor, you can also add them as a contact to securely share your information request. To learn more, see: Enhanced Client Management for minors.
Adding medications to Client Notes
Many clinicians choose to keep an updated medication list in the Client Notes section of the client’s file.
Note: For more information regarding editing a client’s file, see: Editing a client's information.
To do this:
- Navigate to the client’s Overview page
- Click Edit
- Scroll down to the Client Notes section in the Client Info tab
- In the Client Notes field, include the client’s current list of medications and prescriptions
- Select Save Client
Once the list is saved to the Client Notes field, it can be edited at any time in case there’s a change to the client’s medications or dosage.
Any information entered in the Client Notes field will be included in the Contacts section of a data export. To learn more about data exports, see: Data export: Exporting client information.
Important: For group practices, the Client Notes section is visible to multiple clinical and non-clinical roles. To learn more about which team members can view this field, see: Team member roles and access levels.
