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Documentation

Managing Medications

Maintain the medication catalog used by prescriptions and medical records

In this guide

Key sections from this documentation page.

Medication WorkbenchAdd or Edit a MedicationBulk Upload

Managing Medications

Medication Workbench

Open More > Medical > Medications. Search by name, manufacturer, or type, and sort by:

  • Name A–Z or Z–A.
  • Type.
  • Manufacturer.
  • Highest estimated cost.

The table shows medication and manufacturer, type, default dosing, prescription requirement, and estimated cost. Select a row to open the profile or use its row menu to open or edit.

Add or Edit a Medication

The form supports:

  • Name (required), type, manufacturer, prescription requirement, and description.
  • Available doses, default dosage, default frequency, and default route.
  • Estimated cost.
  • Warnings and contraindications.

Medication defaults can prefill blank dosing fields when the medication is selected for a prescription.

Bulk Upload

Choose Bulk Upload to import .csv, .xls, or .xlsx files. The required column is name. Supported optional data includes type, manufacturer, description, dose values, default dosage, frequency, route, estimated cost, prescription requirement, and warning text.

Review the parsed preview before saving. The dialog also provides a sample CSV.

Medication Profile

The profile shows:

  • Type, manufacturer, prescription requirement, estimated cost, and warnings.
  • Default dosage, frequency, route, and available doses.
  • Active prescriptions using the medication.
  • Related activity.

Use Prescribe to open a new prescription with this medication selected. Edit from the profile when catalog details change.

Delete

Use the profile action menu to delete a medication. A medication with active prescriptions cannot be deleted; complete or stop those prescriptions, or move them to another medication, first.

Keep reading

Move through the documentation in order.

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