You can now generate new prescriptions or fill medications directly from the medical record! To do that you will need to:
Select the patient's name, then use the Add SOAP button located under the Quick Actions section on the left side for faster access.
In the Plan category, extend the view by clicking the + button on the right side.
Once the view is expanded, go to the Medication tab
Search for the medication you want to add.
This ensures a smooth and efficient process for updating patient records.
New prescriptions
To add a medication, follow these simple steps from the Medications tab in the Plan Record:
Search for the Medication:
Start by typing the product name in the search bar. Select the correct medication from the list that appears.Configure the Medication Details:
Once you've selected the medication, you can customize several important fields:Type: Choose whether the medication is in-house or external.
Expiration: The expiration date is automatically set to one year from the prescription date, but you can modify it as needed.
Number of Refills: Specify how many refills are allowed.
Quantity Dispensed: Enter the amount of medication dispensed.
Prescribing Doctor: Select the name of the doctor who prescribed the medication.
Label Text:
The label is pre-filled with the default text set by your admin, but you have the option to update it if necessary.Internal Notes:
Internal notes are private and intended for your personal use or to communicate with colleagues. Feel free to add any additional information or reminders related to the medication.Once you are done, click Confirm to finalize the prescription. This will add it to the Active section, where you can view or delete it if necessary
By following these steps, you can easily add and manage medications within the system.
In-house
The prescriptions or refills marked as in-house will adjust your stock accordingly to the quantity prescribed. They will appear in the Billing section and on the invoice.
External
The prescriptions or refills marked as external won't affect your stock and won't appear on the invoice.
📌 Prescriptions can't be edited, therefore, if you need to update something, please delete it and add it again.
Check out a short video on how to add new prescriptions👇
Deleting Prescriptions: Conditions and Guidelines
To delete a prescription, certain conditions must be met, and these apply to both external and in-house prescriptions, as well as refills.
The conditions for deletion are as follows:
Matching Record: You can only delete prescriptions from the Record where they were originally created. The delete icon will only appear for prescriptions linked to the current Record you're viewing.
Sale Status: The sale must not be closed in order for deletion to be available.
No Returns: You cannot delete a prescription if returns have been made for it.
📌Additionally, if the prescription has refills, you must delete the refills first before deleting the main prescription.
By meeting these three conditions, you can successfully delete prescriptions, whether they are external, in-house, or refills.
Active prescriptions
In the Medications Tab, you can view all active prescriptions for the patient. Prescriptions remain active under two conditions:
The Prescription Expiration date has not yet been reached.
The prescription has not been manually marked as Inactive.
Even if a prescription has no remaining refills, it will still be shown as Active until it either expires or is marked as Inactive.
Mark a prescription as Inactive
If the medication didn't work or the prescription is not relevant anymore, go to the Health Card > Medications tab and change the status.
Create a refill
If your prescription still has refills remaining, you will see a Refill button next to it. Click this button to initiate a new refill request.
The prescription label will automatically be pre-filled with the existing label information, but you can make any necessary updates before submitting your refill.
When opening the prescription details, you can also see how many refills are left. All the refills will also be displayed under the prescription.
You can toggle each to see the details, such as the label or internal notes.
📌 You have the flexibility to change the refill type from in-house to external (or vice versa) as needed.
📌 Keep in mind that refills can only be edited or deleted from the Record where they were originally created. This means that the delete icon will only appear for prescriptions linked to the current Record. If a refill was created in a different Record, you will need to access that specific Record to modify or remove it.
Check out a short video on how to refill a prescription👇
Generate script or label
For external prescriptions, you can easily access the prescription or refill script by clicking the printer icon. This will generate a script document containing all essential details, including:
Medication Name
Prescribed Quantity
Number of Refills
Prescribing Doctor and Signature
Medication Label & Instructions
You have the option to print or download the document for easy sharing. If needed, you can also email it directly to the client or the pharmacy.
The same process applies to refill scripts, which will display all the relevant information in a similar format.
For in-house ones, you can directly generate and print the label. Find out more about our label printer integration here.
View all prescriptions and medications at a glance
In the Health Card under the Medication tab, you can access a comprehensive list of all current and past prescriptions and refills for the patient. This section provides key details, including:
Prescription Date – The date the medication was originally prescribed.
Prescribing Doctor – The healthcare provider who issued the prescription.
Refill Status – The number of refills remaining and their current status.
Directions & Notes – Instructions for medication use and any internal notes.
This tab ensures a complete overview of the patient’s medication history, making it easy to track prescriptions and manage ongoing treatments effectively.
📌 All inactive prescriptions are displayed at the bottom of the list.
When viewing prescriptions in the Health Card, you may notice different icons indicating how they were added:
Prescriptions Added via Records: These prescriptions will display a clipboard icon. Clicking this icon will take you directly to the Record where the medication was originally prescribed.
Manually Added Prescriptions: Prescriptions that are manually entered directly from the Health Card (learn more about them here) will also appear in the Health Card. However, they will have an edit icon next to the date, allowing you to modify the entry as needed.
These icons help differentiate between system-added and manually entered prescriptions, ensuring clarity and ease of access.