These two templates help providers to keep track of a patient’s current medications and allows providers to easily order new prescriptions for the patient.
The Current Medication screen is used to prescribe and manage patient medications during an encounter. Providers can select medications, alternate generics, alternatives, or medication order sets, and document medication details including dose, quantity, frequency, duration, form, route, diagnosis, start and end dates, prescriber information, and patient directions.

The screen also supports medication favorites, medication order sets, CSA tracking, medication status management, clinical summary acknowledgement, encounter-based start dates, and saving medication sets. Providers can save medications, print prescriptions, review all current medications, post medications to the dashboard, save medication order sets, and check medication history directly from the screen.

The Prescription screen is used to prescribe and manage patient medications during an encounter. Providers can search medications by name, and the system displays related alternate generics, alternatives, prescription lots, and prescription order sets for the selected medication. The screen allows documentation of dose, quantity, frequency, refill count, RX fill status, directions to patient, pharmacy notes, provider comments, diagnosis, prescription status, send mode, start and end dates, effective dates, and prior authorization information.

The screen also supports CSA tracking, DAW and Take As Needed options, medication favorites, prescription sets, facility and supervisor assignment, dispense workflows, renewals, approval workflows, prior prescription review, and prescription order set management. Providers can save, send, print, renew, approve, or dispense prescriptions directly from the screen.

The Prescription screen and the Current Medication screen share common features:

• Medication Search: Both screens allow medications to be entered and selected using the All Medication field.
• Favorite / All / Past Medication: Favorite displays medications saved by the provider as favorites. All displays the complete medication list. Past Medication displays previously entered or prescribed medications.
• Alternate Generics: Displays alternate generic medication options related to the selected medication.
• Alternatives: Displays alternative medication options related to the selected medication.
• Manage Medication Orderset / Manage Prescription Orderset: Allows commonly used medication or prescription configurations to be selected and reused.
• Add To Favorite: Adds the selected medication to the provider’s favorites list.
• Dose: Allows entry of the medication dose.
• Quantity: Used to document the quantity of medication.
• Frequency: Used to document how often the medication should be taken.
• Days: Used to document the duration of medication use.
• Take As Needed: If checked this indicates the medication should be taken only as needed by the patient.
• Diagnosis: Associates a diagnosis with the medication or prescription.
• CSA: Displays the controlled substance classification associated with the selected medication when applicable.
• Start Date As Encounter: Checking this box sets the starting date of medication to the encounter date.
• Start Date / End Date: Used to document when the medication or prescription should begin and end.
• Directions To Patient: Used to document instructions for medication use.
• Check History: Displays previous medication or prescription history information.
• Save / Save And Close: Saves the medication or prescription information entered on the screen.

The Current Medication screen has several additional features:

• Medication Category: Allows medications to be filtered by category before selecting a medication.
• Taking: Checking this checkbox indicates whether the patient is currently taking the selected medication.
• Clinical Summary Received: Checking this checkbox indicates that the patient has received the medication clinical summary information.
• Lot: Allows selection of medication lot information associated with the selected medication.
• NDC: Displays the National Drug Code associated with the selected medication when available.
• RXNORM: Displays the RXNORM identifier associated with the selected medication.
• Bill Code: Displays the billing code associated with the selected medication when applicable.
• Form: Displays the medication form associated with the selected medication.
• Route: Displays the medication administration route associated with the selected medication.
• Status: Used to document or update the medication status.
• Save Medication Set: Allows selected medications to be saved as a reusable medication set.
• Review All Current Medications: Displays the patient’s complete current medication list for review.
• Post To Dashboard: Posts the medication information to the dashboard workflow.
• Save as Medication Orderset: Saves the entered medication configuration as a reusable medication orderset.
• Print: Prints the entered medication information.

The Prescription screen has several additional features:

• Medication Lots: Displays available prescription lot information associated with the selected medication.
• Pack Serial No: Used to enter or search medication pack serial numbers.
• Search By Serial No: Allows medications to be searched using the pack serial number.
• Refill: Used to document the number of prescription refills allowed.
• DAW: Indicates that the medication should be dispensed exactly as written.
• RXFill: Displays or updates the prescription fill status.
• Facility: Associates the prescription with a selected facility.
• Supervisor: Allows a supervising provider to be assigned to the prescription when required.
• Send Mode: Sets the method used to process or send the prescription.
• Active: Indicates whether the prescription is currently active.
• Effective Date: Used to document when the prescription becomes effective.
• Prior Authorization #: Used to document authorization information associated with the prescription.
• Note to Pharmacy: Used to document notes intended for the pharmacy.
• Provider Comments: Used to document provider-specific prescription comments.
• Formulary: Opens formulary-related prescription information.
• Pricing: Displays prescription pricing-related information.
• Dispense: Supports medication dispense workflows.
• Order: Processes the prescription order workflow.
• Renew: Used to renew existing prescriptions.
• Prior Prescriptions: Displays previously entered prescriptions for the patient.
• Print PDF: Generates a printable prescription PDF.
• Approval: Supports prescription approval workflows.
• Save as Prescription Orderset: Saves the entered prescription configuration as a reusable prescription orderset.
• Send: Opens the prescription transmission screen to review prescription details, select a pharmacy, and electronically send the prescription.

 

History

This screen can be accessed by clicking History in the top right-hand corner of the Current Medication screen or the Prescription screen. The History screen is used to review previously entered patient medications and prescriptions. The screen displays medication history details including encounter date, medication name, duration, quantity dispensed, refill information, start and refill dates, PRN status, DAW status, prescription mode, prescription status, medication status, and custom medication indicators.

The Dispensed Details section displays dispensing-related information for the selected medication or prescription, including lot number, dose amount, dispensed status, administered by, rejected by, and comments.

Additional options allow medications or prescriptions to be added as current medications, added to prescriptions, or converted between medication types. A color legend is also provided to identify inactive prescriptions and actively taking medications.

 

Pharmacy History

This screen can be accessed by clicking Pharmacy History in the top right-hand corner of the Current Medication screen or the Prescription screen. The Pharmacy History screen is used to review prescription history and pharmacy-related medication records for the patient within a selected date range. The screen displays prescription response information, medication details, pharmacy information, diagnosis, prescriber details, patient information, and payer information when available.

Users can filter prescription history using the Date Range fields and use options such as Check History, Refresh, and Reconcile Medication to review and update medication history records.

 

PDMP

The PDMP screen is used for Prescription Drug Monitoring Program review and controlled substance monitoring. The screen provides access to prescription monitoring information and Narx Scores related to the patient’s controlled substance prescription history.

• Check PMP: Checks the Prescription Monitoring Program report for the patient.
• Narx Scores: Displays prescription monitoring risk scores associated with controlled substance usage when available.
• Request Report: Requests or retrieves the patient’s prescription monitoring report.
• The PDMP checkbox on the Prescription screen is used to indicate or access prescription monitoring review during the prescribing workflow.

 

Custom

This too can be accessed by clicking on the top right hand side. The Custom screen is used to manually enter and save medications that are not available in the standard medication list.

• Diagnosis: Associates a diagnosis with the custom medication entry.
• Custom Medication: Used to manually enter medication information.
• Taking: Indicates whether the patient is currently taking the custom medication.
• Start Date Is Encounter Date: Automatically sets the medication start date to the encounter date.
• Save Custom Medication As: Allows the custom medication to be saved as either a Current Medication or a Prescription.
• Favorite / All: Used to filter or display saved custom medication entries.
• Save / Close: Saves the custom medication entry and closes the screen.

The lower grid displays previously entered custom medication records including medication name, ICD code, associated service, prescription status, current medication status, and start date information.

Warning

The Warning screen is used to display medication-related warning information associated with the selected medication or prescription. This screen may display general warnings, side effect warnings, and other medication safety-related alerts during the prescribing workflow.

• General Warning: Displays general medication safety warnings associated with the selected medication.
• Side Effect Warning: Displays potential side effects or medication-related caution information.

 

Allergy

The Allergy screen is used to display patient allergy information during medication and prescription workflows. The screen lists recorded allergies and related reaction details to help providers review allergy information before prescribing medications.

• Allergy: Displays the recorded allergy name.
• Reaction: Displays the patient’s documented reaction associated with the allergy.
• Remarks: Displays additional notes or comments related to the allergy.
• Allergy Type: Displays the type or category of allergy recorded for the patient.

 

Additional Prescription Ribbon Options

• No Current Medications: This checkbox is used to indicate that the patient currently has no active medications recorded.
• Height(in): Displays the patient’s recorded height in inches during the specific encounter
• Weight(lbs): Displays the patient’s recorded weight in pounds during the specific encounter
• BSA: Displays the patient’s calculated Body Surface Area value when available.
• AI Prescribe: Opens the AI-assisted medication recommendation feature within the Prescription module.