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            Enable Medication Management and Assign Permissions to Users

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            Enable Medication Management and Assign Permissions to Users

            Enable Medication Management and assign the required permission sets so that providers and care coordinators can perform reconciliations of their patients’ medication regimen and medication therapy reviews.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To enable Medication Management Customize Application
            To assign permission sets
            • Assign Permission Sets
            • View Setup and Configuration

            Prerequisite: Ensure that the FHIR R4-aligned Clinical data model is enabled. To learn more, see Clinical Data Model.

            1. From Setup, in the Quick Find box, enter Medication Management and Medication Review Settings, and then select Medication Management and Medication Review Settings.
            2. Select the checkbox to acknowledge the Medication Management terms of use, and then set Medication Management to Enabled.
              Note
              Note Enable Medication Review before enabling Medication Management.
            3. Set To-Do Lists to Enabled.
              This setting enables the Care Plan, Care Plan Activity, Care Plan Template, and Action Plan Template Assignment objects and lets your users assign to-do lists to their patients during comprehensive medication reviews.
            4. Depending on your organization’s needs:
              1. Assign the Medication Reconciliation for Medication Management permission set to your users to give them access to Medication Reconciliation.
              2. Assign the Medication Therapy Review for Medication Management permission set to your users to give them access to Medication Therapy Management.
            Note
            Note To make sure Medication Reconciliation works smoothly, don't revoke the default Create, Read, Update, and Delete access on the Medication Reconciliation object.

            Now that you’ve enabled Medication Management and assigned the necessary permissions, add the Lightning component to the relevant pages for your providers and care coordinators to use.

             
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