Navigating Client Meds


*Note: Depending upon your user security settings, some of the options listed in this article may not apply.

1. The following option provides a "View only" list of Client Meds.  No updates can be made using this option:

Note: Users must have "Medications" enabled in their User Group security.


  • Open the Client Profile
  • Select Menu
  • Select Meds


  • Click a specific medication to view dosage information, etc.

The list of meds can be filtered using the funnel icons within each field. Search using the magnifying glass icon. Print using the Print button.


2.  To access and modify medication details within an assessment:

*Note: Users must have the "Edit Prescriptions" permission enabled in their user group settings.

  • Open the Client profile
  • Open the assessment within the Activity List

  • Within the assessment, select Menu
  • Select Meds to add or edit medications



  • To Edit or delete an existing medication, select the edit or delete icon.
  • To add a new medication, select Add.



  • Choose a new medication from the list OR
  • If the medication is not listed, select New
  • Enter the information for the new medication.
  • Select Save


  • Select Save again
  • The new medication will be added to the medication list in Setup.

Please note that you will only be able to add Meds if the assessment is setup with "Meds" enabled.  


3.  Assessment configuration. Medications can only be added or edited through assessments that are specifically configured to include medications:

*Note: Users must have Setup > Assessments access to perform this action.

  • Navigate to the assessment Setup > Assessments > Select name of Assessment
  • Ensure the Meds Button is enabled: