Patient Profile

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Patient Profile

The Patient Profile found in the Script Filling screen allows you to view the details of a patient's script history. Once you have selected a patient, the  patient's profile will appear.



How Do I View a Patient's Medications?

How Do I Screen All of a Patient's Medications?

How Do I Add Notes for a Patient?

What Can I Learn from the Graph?

How Do I Organize the Profile?

Are There Other Ways to View the Profile?

oScript Life


oGroup by Class

oCause and Effect

What Actions Can I Take for a Script from the Patient Profile?



How Do I View a Patient's Medications?

The Patient Profile will appear once you have selected a patient in the Script Filling screen. The profile allows you to view all the drugs that have been dispensed for the selected patient. When you first open the profile, all the patient's open scripts will be listed. (These are scripts that the customer may still be taking — active scripts, scripts with a refill request, etc.) Deleted scripts will be hidden. Transferred scripts and scripts with no quantity due will also be hidden (unless the most recent active fill has Days Supply that covers the current day). These hidden scripts can be viewed by clicking on the All Scripts button.)


To the left of the script list you will see a menu of script categories. By clicking on one of these categories you can view a particular type of script. The following categories are available:

Pending Scripts

Ready For Refills

_____ ago (time since last visit)


When you have chosen a category, only the scripts that fit within that category will be listed.


Specific scripts are shown in the profile but in the default Profile View these scripts will be grouped by drug. This means that if the patient has multiple scripts for the same drug, they will be listed as one entry. You can use the Patient Profile Graph to see when each individual fill for this medication was started.



How Do I Screen All of a Patient's Medications?

There is an option near the bottom of the Patient Profile screen called Med Reconciliation. You can click on this option to perform a Medi-Span screening of all the medications on the patient's profile. The DUR Results window will open and you can view screening details from there.



How Do I Add Notes for a Patient?

After you have selected a patient and opened his or her profile, any existing notes about this patient will appear on the left side of the screen. (If the notes are hidden, you can click Show Notes to view them.) You can hover over these notes to see their text, when they were added, and who added them. If necessary, you can edit these notes or add new ones.


1.If the patient's notes are hidden, click on the Show Notes button to view them.

2.To create a new note, click on the Add button.


You can also Edit existing notes or Delete them. (Deleting a note will not fully remove it from your records, but will archive the note and keep it from being displayed in the profile. You will still be able to view deleted patient notes in the Patient maintenance screen.)


3.Enter a Title for the note, then enter the note's Text.

4.You can choose a color for the note if you want to categorize certain types of notes with certain colors. Click on the Color drop-down arrow to select an option.

5.Click on the Behavior drop-down and choose one of the following options:

a.Normal: If you choose this option, the note will appear in the profile, but will not be displayed in a pop-up during script filling.

a.Interrupt: If you choose this option, a pop-up will appear in the Script Filling screen to show this note. (The note will be displayed along with allergy information, etc.)

b.Confirm Interrupt: This option will not only include the note in a pop-up, but will also force the user to slide a scroll bar before closing the note. This will help ensure that the user sees the note before dismissing it.

*NOTE: If you are filling multiple scripts for the same patient, an "Interrupting" Patient Note will only pop up on the first script that you are filling for the patient.


6.When you are finished, click Save Note.


If there are Script Notes attached to any of the scripts on the patient's profile, a note icon will appear in the upper, right-hand corner of that script in the profile. You can click on this icon to view the Script Notes and to add a new note (if necessary).



What Can I Learn from the Graph?

The Patient Profile Graph gives you a simple visual overview of each drug that has been dispensed for the patient. A graph is shown for each entry in the Patient Profile. Along with the graph, you can see specific information for the selected drug (e.g., Day Supply and Med Stop Date). There will also be a mark for each script that has been filled for this drug. Hover your cursor over specific points on the graph for more details.


To view a legend explaining the meaning of each color on the graph, click on the View Advanced option at the bottom of the profile.


Reading the Graph:

The horizontal bar shows the history of the script(s), moving from left to right. If you are using the Group by Drug profile view, each script for the selected drug will be shown on one graph. A blue notch will show the date each script was filled. You may notice a gray bar spreading out to the right of the Fill Date, showing the Day Supply. (Note: For PRN scripts, this bar will fade away rather than show a definite stopping point.) You can hover over this gray bar to see if the script has been picked up, find the refill due date, etc.


A red mark will indicate the estimated Medication Stop Date. If there are refills remaining for the script, the number of remaining refills will be shown inside this red mark.


A black notch will indicate the end of the script's life. If the script was transferred, deleted, or expired, the black notch will note the date that this occurred. You can hover over this mark for the details.


A diamond on the graph shows that a script is pending, and can show the date that refills were requested, the script was placed on hold, etc.


By viewing this graph, you can quickly determine whether a script has expired, is ready for refills, etc.


You can hover over any of the markings on the graph for more detailed information.



How Do I Organize the Profile?

When searching for scripts in the Patient Profile, you can click on one of the script categories (Ready For Refills, Pending Scripts, etc.) to narrow your search.


You can also use Order By options to organize your search results. Click on the View Advanced button and then on the Order By drop-down. You can choose to order the patient's scripts by Fill Date, Rx Number, etc.


A Deleted or Discontinued script will display a black tab on the left side. "Pending" scripts (such as Hold scripts or incoming orders) will show a pink tab.



Are There Other Ways to View the Profile?

A patient's profile can be viewed in a variety of formats. Once you have selected a patient, the patient's history will be displayed in the form of a list. You can click on the View Advanced button at the bottom of the screen. Then click on the Profile View drop-down to select one of the following options.


Script Life

The Script Life view will use the same graph and give much of the same information as the "Group by Drug" view. However, each script will be shown separately. Different scripts for the same drug will not be combined into one entry in the profile. You can use this view to examine particular scripts.



Select the Grid option to switch the profile to its grid view. This option will contain many details for each script, but will not show the Patient Profile Graph.


Group by Class

You can select the Group by Class option to organize the patient's scripts based on their drug class (GPI). Each script will be listed under the appropriate drug class.


Cause and Effect

The Cause and Effect view allows you to see various diseases and medical conditions related to the patient's profile. Follow the instructions below to view medications that may be causing a patient's symptoms and medications the patient is taking which treat their symptoms. If there are symptoms that are being caused by one medication and treated by another, you will be alerted to that potential problem.


1.From the Patient Profile, click on the View Advanced option to open the toolbar at the bottom of the screen.

2.Then click on the Profile View drop-down and select the "Cause And Effect" option.

3.A list of recent months will appear. The current month will be automatically selected, but you can choose a past month if necessary.

4.The total number of prescriptions filled during the month will be shown, along with the total number of side effects caused by these prescriptions and those treated by them. The number of potential problems will also be shown.

5.If there are side effects to be shown, a list of symptoms will be given. These symptoms are related to the patient's medications.


Each condition in the list will be displayed in blue or red. Blue symptoms are those that are treated by the dispensed medications. Red items are conditions that may be caused by the patient's medication.


6.Click on any of the conditions in this list to view more information. The drug(s) related to the symptom will be shown.

7.Potential Problems will be shown in black. These are symptoms both caused by AND treated by the patient's medication. You can click on one of these items to view the details.



What Actions Can I Take for a Script from the Patient Profile?

In the top three Profile View types (Group by Drug, Script Life, and Group by Class) there will be a gear icon in the upper right-hand corner of each script. You can click on this icon to see a menu with each of the following options:

oD/C Script: This option will Discontinue the selected script.

oEvents: This option will allow you to view the Workflow Event History.

oPrint Label: This option will allow you to print (or re-print) the script's label.

oClaim Verify: This option will open the Claim Verify window.


See Also

Inspecting Scripts