What’s New: Medication Management Experience Update

The updated medication management experience is now available to all practices this week. Enhancements include a unified medication list, clearer status indicators, and improved workflows for documenting medication changes. Clinicians and patients can now search and add medications and supplements to notes and forms using the UMLS® RxNorm database, a standardized, clinically validated source updated monthly—while also retaining the ability to enter custom text.

For psychotherapy notes, medications are now easier to view and incorporate into documentation, helping ensure accurate and consistent records.

For psychiatry notes, enhancements support more efficient medication management where medications are easier to track and update with clear medication status indicators, and more streamlined workflows for documenting changes. Prescribers using ePrescribe with DrFirst will benefit from a fully integrated experience. Prescribed and reported active medications will automatically be pulled into their notes from the patients' eRx tab. All medication lists will be sorted with the notes author-prescribed medications listed first and reported medications ordered alpha-numerically by medication name after. The new Medication Comments field can be used to document responses to medications, rationale, or other relevant information.

For patients, the experience has been streamlined to make it easier to provide medication information through the Client History Form in TherapyPortal. Patients can quickly enter their current medications using enhanced search functionality. Practices using the non-eRx medication workflow can import these medications into notes using the History feature. Practices using DrFirst can instead view and import medications prescribed by other providers in the Surescripts network from the eRx tab by selecting Medication History under the Active Medications table, helping maintain a more complete and accurate medication list.

For more details on working with medications in notes, see Complete a Progress Note and Complete a Psychiatry Progress Note.