Importing Medication History

OP sets all defaults to share all information. Any individual decisions by Practice-users to restrict information sharing (access, use, or exchange) are the responsibility of the Practice in the implementation of its 21st Century Cures Act Information Blocking policies and procedures for its Practice and patients.

Version 20.13
Path: Clinical, Practice Management or Billing tab > Patient Chart > Medications

About

Importing Medication History allows the Practice to include medication prescriptions from providers outside of the practice in the patient's chart in OP. This may include specialists involved in the patient's care, urgent care, emergency rooms, or prior PCPs. Importing Medication History can also save time spent entering medications for new patients to the practice. For information on eligibility checking and workflow, click here. Keep in mind that this information comes from Pharmacy Benefits Plans and not all patients are covered by a plan that participates in sharing this data.

Import Medication History

  1. Navigate to the Medications section of the Patient Chart by following the path above.
  2. Click the Med History button.

Note: If there is no pharmacy benefit information available for the patient, you will get the below notification. Click the OK button.

  1. The consent dialog box displays the initial time the Med History button is selected for the patient. The consent Warning dialog box displays; click Yes

  1. If the consent dialog displayed, the Privacy Consent dialog box displays; click Save. This records that you have been given permission by the patient/family to look for this information.

  1. The Medication History dialog box displays; enter the number of months to check for medications. The default number of months is 0. 

Notes

  • You may only request Medication History for up to 12 months from the date of the request for a maximum of 300 medications.
  • If you enter a number greater than 12 in the Medication History window, the below dialog box displays. Click OK, and correct the information.

  • If there are no medications found, the Information dialog box displays. Click OK.

  1. Click the OK button.

Note: The below message is displayed when the medication history results are not immediately available. It may take anywhere between 30 seconds to 2 minutes for SureScripts to respond.

To retrieve the medication history when the above message displays,

  1. Navigate to Medications.
  2. Click the Med History button.
  3. Enter the number of months and click OK.

  1. Available medications will display on the External Medications List tab.
  2. To add, click the checkbox next to the medication, and click the Import Selected button.

Notes

  • The information available in the External Medication List is variable and depends on the information available from the Pharmacy Benefits Manager. 
  • If a patient changed their Pharmacy Benefits Manager, medications covered by the prior Pharmacy Benefits Manager may not be available to import.
  • Medications selected will be listed as a Status of Imported and the Purpose of Med - reference only.
  • Currently, any medication that has been imported may not be refilled. The medication is for reference only. If needing to refill you must write the prescription in OP.
  • If you select a medication to import that already exists in the patient's medication list you will get a confirmation window. You may choose to import by selecting Yes or No to skip the medication.

Version 20.12
Path: Clinical, Practice Management or Billing tab > Patient Chart > Medications

Overview

The purpose of importing medication history allows the practice to include medication prescriptions from providers outside of the practice. This may include specialists involved in the patient's care, urgent care, emergency room or prior PCPs. Importing medication history can save time in entry of outside medications and entry of medications for new patients to the practice. For information on eligibility checking and workflow click here.

Below are instructions on how to import medication history keeping in mind that this information comes from Pharmacy Benefits Plans and not all patients are covered by a plan that participates in sharing this data.

  1. Using the path above, search for and select a patient.
  2. Click Medications.
  3. Click the Med History button.

Note: If there are no pharmacy benefits information available for the patient, you will get the below notification, click the OK button.


  1. The consent Warning dialog box displays, click Yes.

  1. The Privacy Consent dialog box displays, click Save. This records that you have been given permission by the patient/family to look for this information.

  1. The Medication History dialog box displays, enter the number of months to check for medications, the default number of months is 3. Enter 0 to check for all medications. It is recommended to start with a smaller time frame to avoid a time-out error for complex patients whom may take many medications.

Note: If there are no medications found the Information dialog box displays, click OK.

  1. Available medications will display on the External Medications List tab.
  2. To add, click the checkbox next to the medication and click the Import Selected button.

Note

  • The information available in the External Medication List is variable and depends on information available from the Pharmacy Benefits Manager. 
  • If a patient changed their Pharmacy Benefits Manager, medications covered by the prior Pharmacy Benefits Manager may not be available to import.
  • Medications selected will be listed as as a Status of Imported and the Purpose of Med - reference only.
  • Currently, any medication that has been imported may not be refilled. The medication is for reference only. If needing to refill you must write the prescription in OP.
  • If you select a medication to import that already exists in the patient's medication list you will get a confirmation window. You may choose to import by selecting Yes or No to skip the medication.