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Medication History and Medication Visits

Medication History pulls data for that specific client from the Pharmacy Benefit Manager and provides a comprehensive list of prescriptions that have been filled for the customer (from any prescribers within or outside of the organization). This data is held by the national Pharmacy Benefit Manager and that is the source of this information. Tab will populate with all the client’s medication in the past two years up to 100 medications.  

Note: This is referencing Medication History tab, not Medication History button.  

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Aside from technical set up (e.g. SureScript connection), two factors are required for the medication history to populate, consent and medication visit.  



Medication History Request Consent 

In order for the “Medication History” functionality to work, the client must have a valid complete Medication History Request Consent document in the client record. This is required from SureScripts as part of the certification and functionality.   

  1. 1. You must first have the client open, then click the Search icon. 

  1. 2. Type Medication History Request Consent into the search bar. 

  1. You can search for any word within Medication History Request Consent and only characters are needed prior to showing options  

  1. 3. Click to select Medication History Request Consent (Client). 

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  1. 4. In the CDAG Program Enrollment window pop-up, click the drop down and click to select the appropriate program. 

  1. 5. Click OK to continue. 

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  1. 6. The Medication History Request Consent document will open. Complete the document. User can enter start and end date or just end date.  

  1. 7. Once the staff signs the document the client can also sign it.  



Medication Visits 

  1. 1. You will need to identify which procedures will be considered medication visits.  

  2. 2. Type Procedure/Rates into the search bar.  

  3. 3. Click to select Procedure/Rates (Administration). 

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  1. 4. Utilize filters to locate procedures that will be medication visits  

  1. a. Click Apply Filter if filter options have been selected.  

  1. 5. Click Procedure hyperlink to open Procedure Code Details.  

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  1. 6. Once in the Procedure Code Details, hover over the information icon in the toolbar (top right). 

  1. 7. Note the procedure name and ProcedureCodeId, this is needed for step 13 

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  1. 8. Type Recodes into the search bar.  

  1. 9. Click to select Recodes (Administration). 

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  1. 10. In All Recode Category dropdown filter, select MEDICATIONVISITPROCEDURES 

  1. a. You have the option to scroll to option or begin typing to jump to the option.  

  1. 11. Click Apply Filter 

  1. 12. In Recode Category column click MEDICATIONVISITPROCEDURES hyperlink to open Recode Detail.  

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  1. 13. Once in Recode Detail screen, in Recode Details section, enter the following: 

  1. a. Code Name, this should be the procedure name (step 7).  

  1. b. Start Date 

  1. c. Integer Code Id, this is the ProcedureCodeId (step 7).  

  1. 14. Click Insert. 

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  1. Repeat steps 13 and 14 as needed to add additional medication visits.  

15. Once done click Save in the toolbar.