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Starting Fresh with Pharmacy Orders

How to approve and configure new pharmacy orders when starting with a fresh medication list for a resident

FAQ: I'm new with the pharmacy orders and have no medications, how do I start approving them?

  1. Access Pharmacy Orders

    • From the dashboard, locate the Alerts widget and click on the resident's name under the Pharmacy tab. This will take you directly to their pharmacy orders.

    • If you have manually added any medications that the pharmacy is now sending, you should delete the manual entries before proceeding.

  2. Manage the Incoming Order List

    • Review the list of incoming orders. To remove any orders that are discontinued or no longer needed, select the checkbox next to them and click Dismiss.

    • To approve orders, you must process them one by one.

  3. Begin the Approval Process

    • Click on the first order you want to approve.

    • Review the pharmacy details on the left, then click the Add Order button.

    • Proceed past the duplicate check warning message.

  4. Configure Medication Details

    • The system will pre-fill most of the medication details from the pharmacy. Review and adjust the following settings as needed:

      • Reason: If the pharmacy included the reason in the instructions, copy and paste it into the Reason field.

      • Start Date: Set the date you want to begin administering the medication. You can backdate this to document past administrations.

      • Administration Times: Click on the times to adjust them according to the resident's preference.

      • Dosage: Ensure the dosage number matches the written instructions (e.g., "Take one tablet").

  5. Set Classifications and Options

    • Review the toggles under the Drug Classification and options sections.

      • Manually enable classifications like Sliding Scale if required.

      • Enable Track Dispensed Quantity to keep a count of narcotics or other medications.

      • Enable Self-Managed if the resident takes the medication on their own and you only need it for informational purposes on the med list.

  6. Add Vital Restrictions

    • If the administration instructions mention holding the medication based on a vital sign (e.g., "hold if systolic is less than 110"), you must add a restriction.

    • Click the toggle for Vital Restrictions.

    • Select the appropriate vital (e.g., Blood Pressure) and enter the hold parameter (e.g., 110).

  7. Create the Medication

    • Once all details are configured correctly, click Create this medication.

    • The order is now approved, and the system will automatically advance to the next unapproved order in the list. Repeat the process until all necessary medications are approved.

  8. Administer the Medication

    • The newly approved medications will appear on the resident's Medication List and Medlog.

    • If you backdated the start date, you can go to the Medpass or Medlog to document the missed administrations.


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