Using the Medication List in EHR 24/7

Office Ally allows you to easily manage patient medications while documenting or prescribing from within a progress note or directly through the Medication List. This guide will walk you through the different ways medications are added to a patient’s Medication List and how they can be managed from there.

Adding Medications through an Encounter

1. Access the Patient Chart

• Navigate to Patient Charts, search for, and select a patient.

• Once the chart is open, hover your mouse over Progress Notes and select the layout you want to use from the Add Custom Progress Note / Encounter list.

2. Locate the Current Medications Section

• If the selected layout has Medication History enabled in the SOAP Layout, you will see a Current Medications section in the progress note.

3. Search and Add a Medication

• In the Current Medications section, click the Drug Search Select button to open the System Medication List.

• Type the medication name in the search field and click Search.

• Click Select next to the desired medication to add it to both the Current Medications section of the note and the patient’s overall Medication List.

4. Enter Sig Information (Optional)

• Click the plus (+) icon next to the medication to open a pop-up window.

• Enter the medication details, including action, amount, dosage form, route, and frequency.

• Click Update in the pop-up to save your entries.

5. Save the Progress Note

• Scroll to the bottom of the note and click Update to save all changes.

Adding Medications by Prescribing

1. Access the Prescribed Medications Section

• When editing a note, if your layout includes Medications, locate the Prescribed Medications section.

2. Use Online e-Prescribe

• Click the Online e-Prescribe button to open the Prescription Module.

• As you send prescriptions to the pharmacy, those medications will automatically be added to the patient’s Medication List.

Managing the Medication List

1. Access the Medication List

• From the patient chart, hover your mouse over Medications in the top menu and click Medication List.

2. View and Sort Medications

• You can filter medications by:

• Type:

• P: Prescribed

• C: Current Medication History

• N: Currently No Medication History

• Status: Active or Inactive

• You may also check the box labeled "Don’t Show Duplicated Medications" to simplify your view.

3. Edit Medication Details

• Click Edit next to a medication to:

• Add or modify Start or Stop Dates

• Change the Status (Active or Inactive)

• Add a Comment

• Click Update to the left of the medication to save your changes.

4. Deactivate (Instead of Delete) Medications

• Medications cannot be deleted from a patient’s history.

• To remove a medication from the Current Medications view, change its Status to Inactive. This will hide it from areas where current medications are displayed.

Tip: Keeping the Medication List up to date ensures accurate documentation, reduces prescription errors, and maintains a clear medical history for each patient.

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