Reconcile Medications Manually
Use the Medications Review panel on the Medications Review template to reconcile medications manually.
Note: If no manual reconciliation has taken place, the Manual Reconciliation check box in the Reconciliation type panel is unchecked; as soon as you reconcile any medication manually, the box is selected and fields open for you to enter additional data.
- Click the Reconcile button below the Medications grid to open the Medication Review template.
- If the patient is taking all medications in the Medication List grid as directed, click the Review All – Taken As Directed button to move them all into the Medication Review grid. If not, skip to step 3.
- Select the check box Review – adherence at the top of the Medication Review panel.
The drop-down field selection defaults to “taking as directed”.
- In the Medication List, click on any medication that the patient is taking as directed.
Medications that you select move to the Medication Review grid with that adherence indicated.
- In the Review – adherence list, select a patient adherence comment which applies to one or more medications in the Medication List, or select the top blank line and manually type a comment.
- In the Medication List, click on medications for which the selected adherence applies.
The medications you select move to the Medication Review grid with that adherence indicated.
- Repeat steps 4-6 as necessary until all medications are in the Medication Review grid.
- As necessary, use the fields in the Reconciliation type panel to enter how reconciliation was completed, the Source of the medication list, and/or the person with whom the list was confirmed.
- Click OK to close the Medication Review template.