How to View Client Medication History

This process will show you how to view medication history of a client. This can be done through Client Summary Screen or through Medications bar in CalMHSA Rx.  

Note: 

  • ‘Client’ is same as ‘Patient’ 
  • ‘County’ is same as ‘Practice’ 
  • ‘Location’ is same as ‘Program’ 

Client Summary Screen

  1. Scroll down on the Client Summary Screen and click Show Medication History. 
  1. This will open the drug history including medication from other sources. Click the time period drop down to change. 
  1. Click the + icon to add medication to bring in the medication.
  1. The + icon for a particular drug opens details about the medication, including Date Filled, Directions, Quantity (Qty), Original (Orig) Refills, Provider, Pharmacy, Data Source, Actions
  1. Click to select a medication from the list. Click the checkbox next to name of medication shows tick in the box and bright colored + Add to Active Medications. This medication.  
  1. This medication, when added to active medications will reflect in the list of active medications
  1. Select All will allow all medications to be selected from the Drug History
  1. Select All medications can be either chosen for Add to Active Medications (brightens up once medication is selected) or Deselect All. 
  1. Rx icon on right side of the name of medication allows Prescribe from Medication.  
  1. Prescribe from Medication Rx Icon opens window where medications can be prescribed (same window as opens up from Create New Rx)
  1. A Copy Icon before name of drug indicates Medication already present in Patient Meds List (pop up when hovered on). 
  1. Click Show Inactive Medications which displays a list of all inactive medications down on the same screen
  1. Actions can be chosen from the list of inactive medications— 
    • Renew
    • Prescribe
    • Restart
    • Delete

Medications Bar in CalMHSA Rx

  1. Access the triple bar on left top corner in the screen, next to CalMHSA Rx, scroll down in the dropdown menu and select Medications.
  1. Medications bar will open Client Medications, including Show Medication History and Show Inactive Medications