How do I record medication reviews?

Step-by-Step Guide for Using the Prescribing System for Notes-Based Medication Review

1. Automate or Bulk Send Med Review Questionnaires

• Automation: Set up the system to automatically send out medication review questionnaires to patients.
• Bulk Sending: Alternatively, your admin team can manually send questionnaires to patients in bulk.

2. Monitor Patient Responses

• If Further Discussion Needed: Responses suggesting a need for further discussion or responses where the patient has requested a further discussion, will appear in a report for your admin team to action.
• If No Further Action Required: Those responses who do not require a further discussion will drop into a report indicating no immediate follow-up is required.

3. Open the patient record 

4. Navigate to the Prescribing Overview Template

• Toolbar Access: If frequently used, add the prescribing overview template to your toolbar for easy access.
• Alternative Access: Access the template from the demographics box if not on the toolbar.

5. Review Medication Status

• Med Review Status: Check if the review is awaiting pharmacist or GP review.
• Recall Status: Confirm that everything is up-to-date and no additional tests or blood work are needed.
• Medication Monitoring: Expand details to see if monitoring is upto date.

6. Review Patient Questionnaire Responses

• Complete Responses: Ensure questionnaire responses indicate understanding of medication usage and effectiveness.
• Flag for Discussion: If the responses suggest a need to discuss, note this for further action. If not, proceed with the notes-based review.

7. Review Current and Previous Data

• Current Repeats: Check recent results and previous medication reviews.
• Side-by-Side Comparison: Optionally, view current repeats side by side with the review information for a comprehensive overview.

8. Set Review Dates

• Recommendation: Set review dates to the last day of the patient’s birth month for streamlined scheduling.
• Adjust Dates: Click on the review date field to adjust dates without losing compliance data.

9. Verify Drug Allergies

• Check Allergies: Confirm if the patient has any known drug allergies or use the “No Known Allergies” note.

10. Determine Need for Further Discussion

• Structured Review vs. Discussion: Decide if a structured medication review or a shorter discussion appointment is necessary based on patient needs.

11. Record Notes-Based Medication Review

• Review Protocol: Ensure all safety checks and reviews are completed before recording.
• Inform Patient: Choose to automatically send or manually review the notification message to the patient confirming the medication review.

12. Complete Documentation

• Code Review: The system will code the review appropriately (e.g., Med Review done by GP or Pharmacist).
• Remove from View: Once coded, the review question will disappear from the action list.

13. Handle Repeat Dates

• Prompt for Dates: If repeat dates were not updated before completing the review, the system will prompt you.
• Assign Task: If necessary, delegate the task of updating repeat dates to a member of your meds management team.

14. Final Steps

• Review and Save: Ensure all details are correct, and save the changes.
• Contact Support: Reach out if you have further questions or need additional support.

By following these steps, you can efficiently use the prescribing system for comprehensive and safe medication reviews.