Client Cards | Managing the Medications Card

This guide offers essential instructions for managing client medication records effectively, ensuring accuracy while preserving historical data. By following the outlined steps, users can easily update current medications and add new entries without compromising the integrity of past records. Proper management of medication profiles is crucial for client safety and compliance.

Noteable Support
10 steps

Mynoteable

The Medications Card is setup to autofill on specified reports across Noteable. Please ensure when adding a Medication Profile you are adding the **DATE THE MEDICATION UPDATE WAS PROVIDED** in the "Medication Profile as of" date field and not the date of entry (which the date will default to). This will ensure that all reports can pull the information without an issue and that the information regarding client medication is accurate across records.

Navigate to the client's page and click the Edit Pencil on the Medications Card to make edits/updates.

To edit an existing Medication card, select the edit pencil on the applicable card.

Click "Yes, edit this historical profile"

Make corrections for client medication information, as needed.

Click "Save Medication Profile"

To Add New Medications select the Add New Card icon highlighted below. **Note: DO NOT EDIT HISTORIC MEDICATION CARDS FOR NEW UPDATES. We want to ensure all historic record of medication history remains in tact.**

"Ensure that the Medication Profile as of" date is set to reflect when these medications updates took place.

Update all fields and "Add Another Medication" as needed. Once complete click "Save Medication Profile"

The current Medication Profile should now show highlighted in blue. Historic Medication Profiles will show to the right in gray.

Click "Finished"