Client medication details can be collected from clients on pre-assessment questionnaires, updated by clients in their online account, and entered or edited by providers. All data is centrally stored on the client’s profile.
How do I gather medication details on pre-assessment questionnaires?
To gather medication details on a pre-assessment questionnaire, you must enable the processing option, Requires client's current medication, for the relevant product. To enable the processing option for a product:
- From the top bar, click More > select Products > click View to the right of the required product > click Edit Product.
- Select the processing option Requires client's current medication > click Update product.
How do I view or edit client medication details?
Previously recorded medication details are stored under the Medications tab on a client’s profile page.- Open the client profile page > from the left side bar, select Medications.
- Click Add medication to record medication details. Select delete to remove a medication that is no longer taken or needs to be replaced with updated information.
A client can add medication details through their online account at any time.
From the Profile tab click Account/Profile Details > Select Medications > click Add medication.