Setting up Custom Medications

Activating Permissions:

There are two permissions associated with custom medications. The first, "Manage Custom Medications," gives the ability to manage the settings area for custom medications and medication groups (see Figure 1-1). The second permission, "Edit Medications," adds the ability to access custom medications and medication groups from the client's page (see Figure 1-2).

Figure 1-1.  Manage Custom Medications Permission

Figure 1-2.  Edit Medications Permission

Accessing Custom Medications:

Custom medications can be found by selecting "Settings" and "Custom Medications" (see Figure 1-3). 

Figure 1-3.  Navigating to Custom Medications

Custom Medications:

Custom medications are a collection of "favorite" medications, available company-wide. Add one of our standard medications or a new medication to the "favorites" collection and define items such as dose, frequency, and duration for that medication (see Figures 1-4 and 1-5).

Figure 1-4.  Navigating Add a Custom Medication

Figure 1-5.  Adding a New Custom Medication Entry

When selecting the start date option of "Today," "Tomorrow," or "Yesterday," this will determine the start date of the medications added in relation to the date they are applied to the client's medications. Determining the "Duration" (number of days) that the medication will be distributed translates to how many days that medication needs to be distributed to the client (see Figure 1-6). The information saved will be applied every time you select this medication.

Figure 1-6.  Start and Duration Options When Adding Custom Medications

Medication Groups:

Medication groups are a group of one or more predefined medications that are applied to a client simultaneously. To create a medication group, select "Add Medication Group" (see Figure 1-7), then enter the necessary information (see Figure 1-8).

Figure 1-7.  Creating a New Medication Group

Figure 1-8.  Entering Information for a New Medication Group

A unique token is required that must be 3-6 characters in length. This is intended to be a shorthand indicator of the group name/type, and will not allow multiple groups to have the same token. When adding a medication to a medication group, add a medication from the custom medications collection by selecting from the drop-down, or add a new medication by selecting the "Add New Medication" option (see Figure 1-9). If a new medication is added from the medication group page, it will also be added to the custom medications collection.


Figure 1-9.  Adding a Medication to a Medication Group

Once a medication has been added to the group, a preview of information is available by selecting the double arrow. If edits need to be made to a medication, this can be achieved by selecting the "Edit Custom Medication" icon, or a medication can be removed completely from the group with the "Unassign Custom Medication" icon (see Figure 1-10).

Figure 1-10.  Expanding, Editing and Unassigning Medications

To update an existing medication group select the Edit icon next to the name of the medication group (see Figure 1-11). Editing the medication group is the same as creating a group with one exception. When the changes are completed there is a "Save" button to save the changes to the existing medication group. There is also a "Save as New" button to save the changes as a new medication group (see Figure 1-12).

Figure 1-11.  Edit Icon for Medication Groups

Figure 1-12.  "Save" and "Save as New" options

If there is a need to remove an entire group, the group can be inactivated by unchecking the "Active" check box and saving the group (see Figure 1-13). 

Figure 1-13.  "Active" Check Box

If there is a need to reactivate a group, select the button in the top right "Show Inactive" (see Figure 1-14). This allows you to see all groups that are inactive. Once the inactive groups are visible, the group can be reactivated by selecting the "Edit Custom Medication" icon, checking the "Active" checkbox and selecting "Save" (see Figure 1-15 and 1-16).

Figure 1-14.  "Show Inactive" Button

Figure 1-15.  Inactive Group's "Edit Custom Medication" Button

Figure 1-16. Activate by Clicking the "Active" Check Box and Selecting "Save"

Client Custom Medications


From the "Meds" tab, using "New Entry," all of the custom medications that are saved from the Settings area are available as an option alongside the standard saved medications (see Figure 1-17). 

Figure 1-17.  Creating a New Entry

Indication of a medication being a "Custom Medication" rather than a "Standard Medication" can be found in the last column titled "Custom." If there is a "Y" in this column, the medication and information that comes with it was added from the settings area (see Figure 1-18). Once the medication is added to the client, edits can be made to the medication in the same manner as indicated in Figure 1-23.

Figure 1-18.  Adding a Single Custom Medication

Medication Groups:

Within the Med/Clinical page, navigate to the "Meds" tab. In the top right corner of the medications page there is a button named "Medication Groups" (see Figure 1-19). From the medication groups, select the group desired (see Figure 1-20).

Figure 1-19.  Medication Groups in Med/Clinical

Figure 1-20.  Select Desired Medication Group

The medications within the selected group will appear below the Custom Medication group, and the details of that medication can be found by selecting the Expand button next to the medication (see Figure 1-21). If there is a medication that doesn't need to be added to this particular client, un-check the box next to that medication. Upon selecting "Save" all of the checked medications will be saved to the client's medication group including all of the saved information (see Figure 1-22). The medications can be edited once they are added to the client by expanding the medication and selecting the appropriate action (see Figure 1-23). 

Figure 1-21.  Viewing the Details of Medications in Medication Groups

Figure 1-22.  Adding a Medication Group to a Client

Figure 1-23. Editing Medication from a Clients Page