View & Import Medication History for a Patient

The Medication History dialog allows you to view medication history for a patient from the SureScripts Network and import that medication history  into the patient’s chart, and then reconcile that information with any medications currently in the patient’s chart. To access Medication History for a patient, the patient must have given medication history consent and it must be configured in the Consent dialog for that patient (via ID Tab > Consent or via the Medication History Consent button in Prescribe Medication dialog). Use the following steps to view and import Medication History for a patient.

1. In the patient's open chart, click Chart > Medication History.
   
   NOTE: The medication history information is also available through the Medication History button in the Prescribe Medication dialog, however, you are not able to import and reconcile medications when accessing via the Prescribe Medication dialog.
    

2. In the Medication History dialog, the patient basic demographic information will be listed, along with medication history for that patient. Beside the Medication History title, at the top of the dialog, the number of medication occurrences will appear in parentheses.
   
   Do note, that when accessing the Medication History dialog, you may first receive a series of dialogs indicating that the system is gathering the information, or that the Medication History is pending for the patient. Likewise, you may also receive dialogs that indicate that there is no history information available for the patient, or that history information could not be retrieved. Typically, if you try back after a few minutes the medication history will be available.
    

3. In the Filter By section, at the bottom of the dialog, select any Medication, Prescriber, and/or Last Fill Date range you would like to filter the medication history for, as needed, and then click the Filter button.
    

4. You can then view the medication by scrolling through the Medication section, reconcile the medications, or print the medication history. When reconciling and printing, only those medications that are included in the filter criteria will be printed or reconciled.
   
   To print the medication history for a patient, click the Print button.
   
   To reconcile the medications for a patient, click the Reconcile button.
   
   
   
    

5. When reconciling the medications, a Clinical Information Reconciliation (CIR) dialog will appear that allows you to view and reconcile the various medications, broken into the patient’s Current Chart Medications, Available Medications from Surescripts Medication History, and a Final Merged List. Each list will show the available medication (name, start and last modified dates, last fill date, and sig information) detail.
   
   Medications in the Available Medications from Surescripts Medication History list are color-coded to denote the level of medication information available and the ability of importation. Click the Legend option for a complete listing.
   
   Medications can be moved individually by highlighting the applicable medication, and then clicking the Add button, or in bulk using the Add All button. Each medication also includes a Skip checkbox that can be manually selected, but will automatically be checked if the medication already exists, has an end date that has passed, or if there isn't enough information to import the medication.
   
   The Medications that have been added will show in the Final Merged List and labels will be updated to show their status as added.
   
   New medications added to the Final Merged List can be edited by using the Change button (except for controlled substances which cannot be changed during the import process). This will open the Prescribe Medication dialog with as much of the available information found in the Surescripts Medication History pre-filled. The Prescribe Medication dialog will also show the original name, dates, and text from the import at the bottom of the dialog for reference.
   
   An added medication can be removed from the list and existing medications can be discontinued on either the final or current list. If a medication is discontinued, the End Medication dialog will appear and then the medication will be marked as ended.
   
   After all the applicable medications have been reconciled, click the Confirm button. The system will then import the medications in the Final Merged List, and after confirmation messages have been satisfied, you will return to the Clinical Information Reconciliation (CIR) dialog with the medication information updated. An Auto-generated drug log will be created listing the drug details for each medication imported. Likewise, the patient’s facesheet will be updated with the medications imported, and the medications will appear in the patient’s History tab.
   
   
   
    

6. When finished reconciling medications in the Clinical Information Reconciliation (CIR) dialog, click the Cancel button.
    

7. In the Medication History dialog, you can reconfigure the filter items to view, print, and/or reconcile other medications in the medication history for the patient (steps 3 -5). When finished viewing, printing, reconciling, and importing medications, click the Close button.