Setting up custom medications

"Custom Medications" are a collection of "favorite" medications, available company-wide. You can add one of the existing standard medications or a new medication to the "Custom Medication" collection and define items such as dose, frequency, and duration for that medication. Your staff can then use these "Custom Medications" to quickly add the pre-determined medication and dosage for clients. These medications can also be edited once they have been added to the clients medications list. The intent of "Custom Medications" is to allow your staff to take less time adding in the standard dosages of favorite medications, and more time serving their clients.

Activating permissions

There are two permissions associated with "Custom Medications." The first, "Manage Custom Medications", gives the ability to manage "Custom Medications" and "Medication Groups" (see Figure 1-1) settings. 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."

You can add custom medications by selecting "Add Custom Medication" from the "Custom Medication" section (see Figure 1-4). You will then enter the name of the medication, and define the dose, frequency, and duration for that custom medication (see Figure 1-5). 

Figure 1-4. Adding a "Custom Medication."

Figure 1-5. "Custom Medication" options.

When selecting the start date option of "Today", "Tomorrow", or "Yesterday" this will determine the start date of the medication that will be 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 from the "Custom 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. These medications groups can be used in conjunction with "Custom Medications."To create a "Medication Group", select "Add Medication Group" (see Figure 1-7), then enter the "Medication Group" 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", select an existing "Custom Medication" 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 Medication" 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 "Expand" icon. 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. Expand, edit, and unassign 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 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", and 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 unselecting the "Active" checkbox, and saving the group (see Figure 1-13). 

Figure 1-13. "Active" checkbox.

If there is a need to reactivate a group, select the button in the top right to "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, select 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 selecting the "Active" checkbox and selecting "Save."

Next steps

Using custom medications.

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