Navigating Client Meds

This guide explains how to view, add, and edit client medications in Suite. Please note that some options depend on your user security settings and permissions.

1. Viewing a List of Client Medications

View-Only Access

Users with "Medications" enabled in their user group security can view, but not edit, client medications with this option.

Steps to View Medications:

  1. Open the Client Profile.
  2. Select Menu.
  3. Click Meds.
  • Additional Features:
    • Click a specific medication to view details like dosage information.
    • Use the funnel icons to filter the list, the magnifying glass icon to search, or the Print button to print the medication list.


2. Modifying Medications Within an Assessment

Edit Permissions Required

Users must have the "Edit Prescriptions" permission enabled in their user group settings to modify medications.

Steps to Modify Medications:

  1. Open the Client Profile.
  2. Select the relevant assessment within the Activity List.
  3. Within the assessment, select Menu and then click Meds.

Editing Medications:

  • To edit an existing medication, click the edit icon.
  • To delete a medication, click the delete icon.

Adding New Medications:

  1. Click Add.
  2. Choose a medication from the list.
    • If the medication isn’t listed, select New and enter the required information.
  3. Click Save.

  1. Select Save again to add the new medication to the medication list in Setup.

Important: Medications can only be added if the assessment is configured with "Meds" enabled.

3. Configuring Assessments to Include Medications

Setup Access Required

Users must have Setup > Assessments access to configure assessments.

Steps to Enable Medications in an Assessment:

  1. Navigate to Setup > Assessments.
  2. Select the name of the assessment you wish to configure.
  3. Ensure the Meds Button is enabled.

Conclusion

This guide covers how to view, add, and edit medications in Suite. Be sure to verify your permissions and assessment configurations to access all medication-related features.

For additional support, please contact your administrator or Persimmony Support.