Entering a Patient

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Entering a Patient

Follow the instructions below to enter patient information in the Script Filling screen.

 

Topics

How Do I Choose a Patient?

How Do I Add a New Patient?

How Do I Edit a Patient?

How Do I View/Edit a Patient's Allergy Information?

 

 

How Do I Choose a Patient?

1.Click on the Script Filling menu item.

2.Go to the Search Patient, Rx# field. (If you don't see the field, click on the magnifying glass icon to display it.)

3.Enter part of the patient's name to begin a search. (You can also search by Address, Account Number, etc.) A drop-down menu will appear with a list of patients matching your search information.

 

You can also type "rx" and then type a Script Number. This will allow you to search for the patient that is attached to that specific script.

 

4.Select a patient from the search list.

5.Click on the New Script button to begin entering information for a new script.

 

 

How Do I Add a New Patient?

When you first open the Script Filling screen, rather than searching for a patient from your records, you can click on the Add Patient option on the left side of the screen. This will open the Patient maintenance window (which you can also access by going to Maintenance > Patients). From here, you can enter the needed information for the new patient. You will then be able to use the patient's information when entering scripts.

 

 

How Do I Edit a Patient?

You can edit a patient's information directly from the Script Filling screen. To do this:

 

1.Select a patient in the Search Patient, Rx# field. The patient's profile will appear.

2.In the upper left corner of the screen, you will see the patient's information "card." This will show the patient's name, date of birth, etc. (If there are any notes on this patient's record, you will also see the number of notes listed on the card. You can click on the notes icon to view the patient's notes or add a new note.)

3.Next to the patient's information, click on the arrow to flip the card.

4.Click on the Edit option.

5.The Patient Maintenance window will open. From this window, you can edit the patient's information (Date of Birth, Address, etc.)

 

 

How Do I View/Edit a Patient's Allergy Information?

To view a patient's allergy information (or add new allergies, etc.), follow the instructions below.

 

1.Select a patient in the Search Patient, Rx# field. The patient's profile will appear.

2.In the upper left corner of the screen, you will see the patient's information "card." This will show the patient's information (such as name, date of birth, etc.). Next to the patient's information, click on the arrow to flip the "card."

3.Click on the Allergies option. An allergy window will appear.

4.To add a new item, click on the Add New drop-down and select one of the following options.

a.Allergy

b.Medical Condition

c.Other Medication

 

If the patient does not have any allergies, you can click on the Add No Known Allergies button. There is also an option for "No Known Medical Condition."

 

 

Adding an Allergy:

a.In the allergy window, click on the Add New drop-down and select Allergy. The following three fields will be shown.

i.Allergy Class: This field can be used to enter broad drug types or substances. (Specific drugs can be added in the Drug Class field.) For example, you could enter "Penicillin" in the Allergy Class section as a broad allergy type.

ii.Drug Allergy: In this field, you can add a specific drug to the patient's list of allergies (e.g., Penicillin V Potassium 250 MG).

iii.Non-Screened: Use this field to input allergies that are not screened by Medi-Span (e.g., "Eggs").

 

b.You can mark one of the checkboxes to identify a specific reaction, such as "Rash" or "Nausea."

c.Click Save.

 

Adding a Medical Condition:

You can use this option to enter any known medical conditions for the patient.

 

a.In the allergy window, click on the Add New drop-down and select Medical Condition.

b.In the Medical Condition field, search for the correct condition.

c.You can also search for a specific ICD-10 code. (Search either by the code number or by the description.)

d.Click Save.

 

All Allergies and Medical Conditions can be marked as "Active." By default, only active items will be shown. To view deactivated allergies and conditions, you can click on the Toggle Inactive button. Click on the button again to hide the inactive records.

 

 

Adding Other Medications:

You can enter a drug that the patient is currently taking or has recently taken.

 

a.In the allergy window, click on the Add New drop-down and select Other Medication.

b.In the Other Medication field, search for the correct drug.

c.After you have selected a medication, enter a Start Date and Stop Date (to show when the medication is being taken).

d.Click Save.

 

Whenever a new Allergy, Medical Condition, or Other Medication is added, ProPharm will automatically screen the new information against the patient's profile and pop up the Drug Utilization Review (DUR) results. These new results will be present in individual script DUR results as well. Important Note: These new DUR results will not be logged in a script’s Workflow Event History unless the script is edited and saved. If for some reason the re-screening does not occur automatically, you will need to click on the Re-Screen button manually.

 

 

See Also

Entering Dates

Drug Screening