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Reconcile a Patient’s Medications
Efficiently manage and reconcile a patient’s medications list using the Medication Reconciliation tab of the Patient Medication Manager lightning component. You can easily review the patient’s medication information, identify errors, and add recommendations and notes, all from one place.
Required Editions
To ensure that you don't miss any medications during your review, all medications are in the Pending subtab at the start of the reconciliation. As you complete your review, the state of the medication changes to either Added Recommendation or No Recommendation, and the medication appears under the Reviewed subtab. Validations prevent you from completing a reconciliation if any of the active medications is in pending state.
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud and the Medication Management Add-On license |
| User Permissions Needed | |
|---|---|
| To perform a medication reconciliation |
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Go to the patient’s Person Account record page and click the Medication
Reconciliation tab on Patient Medication Manager.
If you can’t see the Patient Medication Manager component on your page, ask your admin to configure it for your org.
- Click Start Reconciliation. The timestamp and user details are tracked for future reference and audit purposes.
- In the Medication Review section, select each active medication and review it for medication discrepancies.
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Based on your observations, you can add a recommendation or not.
- Click Add Recommendation and specify recommendation notes for
the medication. You can add more than one recommendation at a time to a medication.
The status of the medication changes to Added recommendation.
- Click No Recommendation if the medication doesn’t need any
recommendations. Selecting this option also removes any existing recommendations for the
medication.
The status of the medication changes to No recommendation.
Note Recommendations from previous reconciliations are not removed.
- Click Add Recommendation and specify recommendation notes for
the medication. You can add more than one recommendation at a time to a medication.
- To add a note for the medication, go to the Notes tab, and then click New. Add the note and click Done.
- In the Recommendations section, verify the consolidated list of recommendations, and add or remove recommendations, as needed.
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After your reviews and recommendations are complete, click Complete
Reconciliation.
Note If any medications are in Review pending state, you can’t complete the reconciliation.
The medication reconciliation process is complete. The timestamp and status of the reconciliation are updated. You can now communicate your review findings and recommendations to the patient and patient’s prescriber.
