How to manage medication details

Client medication details can be collected from clients on pre-assessment questionnaires, updated by a client in their online account, and entered or edited by providers. All data is stored centrally in 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 add client medication details?

If a client has omitted to add a medication when completing their questionnaire, a provider can add the medication details.

Open the client profile page > from the left sidebar, select Medications.
Click Add medication to record medication details.

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 sidebar, select Medications.
Click on the 3-dot menu to the right of the listed medication
- Select View to see additional details about the recorded medication.
- Select Edit to update the medication name, start date or to record that the medication has been discontinued.

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.

How do I delete client medication details?

Open the client profile page > from the left sidebar, select Medications.
Click on the 3-dot menu to the right of the listed medication > select Delete

Medications associated with a historical medical cannot be deleted by a client or provider.