NextGen Knowledge Center

Reconcile Medications Manually

Use the Medications Review panel on the Medications Review template to reconcile medications manually.
Medication Review template

  1. Click the Reconcile button below the Medications grid to open the Medication Review template.
  2. 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.
  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”.
  4. 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.
  5. 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.
    Medication adherence field on the Medication Review template

  6. 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.
  7. Repeat steps 4-6 as necessary until all medications are in the Medication Review grid.
  8. 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.
    Reconciliation type panel on the Medication Review template

  9. Click OK to close the Medication Review template.