Patient Chart View

Modified on Wed, 4 Sep at 5:21 PM


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Navigate to Patient's Chart

1. Login to ScriptSure: https://app.scriptsure.com/login.

2. Search for and select the patient. 

3. Once you select the patient, the system will automatically take you to the chart. 



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Vitals

  • Click "Vitals" to view or record vitals for the patient. 

 


  • A list of any recorded vitals will be displayed. 
  • Click "Add Vital" to record new vitals for the patient. 
  • You can also click the icon below to archive vital records. 

 


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Encounters

  • Click "Encounters" to see a list of encounters showing sets of orders recently ordered. 


  • Click the down arrow for the date you want to view.


  • A breakdown of the orders from that date will be displayed. 
  • Click the blue arrows next to an order to represcribe the individual order. 
  • To reorder all scripts in the encounter, click "Represcribe All". 



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Summary

  • Click "Summary". 


  • A brief summary will be displayed that can be copied or printed. 


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Change View


Choose a different view and the list of prescriptions will update. 

  • View OptionsDescription
    All PrescriptionsShows all prescriptions written for a patient, except no DELETED prescriptions
    ArchivedShows all prescriptions with a status of Archived
    CurrentShows all prescriptions that have an expiration date set to CHRONIC  or any date greater than the day you change to this view
    Last CurrentShows a single instance of each prescription downb to the strength and form of the prescriptions that are current (crrent is defined as any expiration date set to Chronic or any date greater than the day you change to this view)
    Last PrescriptionShows a single instance of each prescription down to the strength and form that were last prescribed 
    ExpiredShows all medications with an expiration previous to the day you change to this view
    DeletedShows all medications manually DELETED 
    DiscontinuedShow all medications with a status of Discontinued
    Last 6 monthsShows all medications in the last 6 months
    Last 3 monthsShows all medications in the last 3 months
    Last 30 daysShows all medications in the last 30 days




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Insurance Information

  • If insurance is found for the patient, it will be listed here. It will indicate if the insurance includes coverage for retail and/or mail pharmacies. For example: It will show "Mail: Y" if mail coverage is included or "Mail: N" if it is not.
  • If the patient has more than one insurance, you can select the dropdown to choose the other insurance(s).



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Settings

Click "Settings" to view more options.


Default View Setting

  • Choose one of the view options to filter the list of prescriptions. This will set your "Default View Setting"; when you find a new patient, this will continue to be the default view that is displayed.



  • To learn more about the following options, see below.

Eligibility History

  • Click "Eligibility History" to find insurance information for the patient. This would only be needed in rare circumstances. If no insurance pulled up automatically for the patient, and later the demographics are updated in ScriptSure, this option can be selected to manually check for insurance again.
  • Note: This should only be used once a day per patient.


Modify Prescription Statuses

  • To edit or create a new status, click "Modify Prescription Statuses". 


  • You can use this option to create your own status. The status is highlighted in the example below.


a. Prescription Status: Name the status

b. Archive Options: This option can be used to add an action to the status. For example, if you choose "Move to Archive List", the order will be marked as archived once this status is selected. Check the box for "Warn user before archive move" to notify the user of the change before the script is marked as archived.

c. Current Medication Options: The way this option works is similar to "Archive Options". Instead of marking the script as archived, this option can either move the order to the current medication list or remove it from the list. Check the box for "Warn user before current medication move" to notify the user of the change before the script is moved.



d. Pad Date: Adding a number in this field will add that number of days to the expiration date to pad the expiration date.

e. Color Options: Select a color if you would like the prescription line to be highlighted in a certain color when the status is selected.

Comment Options (Optional): To add a comment to the status, check "Active". Then complete the remaining fields as preferred.


Practice: Select the practice(s) that should have access to use this status and then click "Save". 



To Select your Status:

  • Click the status. 

 


  • Select the appropriate status. (For this example, I am using the status: testing.)


  • It will change the status and the color if you selected a color during setup. Since I selected the purple option, my example is highlighted in purple.



Show Comments

  • If you check the box to "Show Comments", the icon below will be displayed on scripts with comments. Click the icon to view the comments. 


  • A box will pop up with a list of comments for that script. From this box, you can edit, archive, or add comments.

Diagnosis

  • If you check the box for "Diagnosis", the icon below will be displayed on any scripts with diagnoses attached.

  • Click the icon to view the diagnosis.


Copy



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Print

  • To print the list of medications, click "Print".


  • Then, select one of the options below. Once the report pulls up, there will be an option to print the report or save it as a pdf. 


Print Current Meds Report: Includes medications that have a future expiration date. (Will not include medications that are past the expiration date.)


Print All Meds Report: Includes all medications (current and past). 


Print Last Current Meds Report: Prints current medications but includes only the latest strength of each medication.


Print Downloaded Meds Report: Includes medications downloaded from the patient's history.



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Copy

To copy the medication list to your clipboard, click "Copy" below.


You will then be able to paste the list into a document, like the example below. 


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Prescribe New Drug

 


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Find New Medication

  • You can also write new prescriptions by using the "Find New Medication" option.  


  • Type the medication name in the "Find New Medication" field, and it will bring up a list of any matches.
  • Select the appropriate medication. 



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Manage PA

  • "Manage PA" will take you to CoverMyMeds to manage prior authorization requests. 


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Last RX


  • Click "Last RX" to view scripts that were written during the last encounter. 
  • It will bring up a box like the screenshot below. From this screen, you can check the box(es) on the left-hand side and click "Resprescribe" if you are ready to reorder the script(s). 


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  • If you have already set up the PMP integration, the "View PMP Report" option will be displayed. 

For more information on setting up the integration, click here. 

For more information on using the PMP report, click here. 


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Sort by Heading

  • You can sort the list of medications by selecting one of the headings. In the example below, I clicked the "Prescription" heading, so it is sorting alphabetically by the prescription name.


  • If you want to sort in descending order, you can click the heading again. The arrow will flip, and the list of medications will start with the end of the alphabet. 



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Represcribe

  • Click "Represcribe to reorder the script. (Click here for more details.)
  • Click the dropdown next to "Represcribe" to find "Add to Queue" and "Show Confirmation".


  • Add to Queue: This is a shortcut to send a script to the provider's queue. 


Once you select "Add to Queue", it will automatically send the script to the provider for approval. 


  • Show Confirmation: This is a shortcut to represcribe an order. 


Once you click "Show Confirmation", it will take you to the confirmation screen where you can make a final review of the script and then click "Approve and Send".


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Settings Icon

  • Click the settings icon below to see more options. 


  • The following options will be displayed. (For details on each option, see below.)


Add Prescription Comment:

  • Click here to add a comment to the script. This comment will be stored within ScriptSure; it will not be sent to the pharmacy.


Complete the following fields on the "Prescription Comment' box and click "Save".

  • Comment: Type the comment
  • Expiration Date: You can change the expiration date or check the box for "No Expiration". 
  • Alert Drug Check: Leave as "No Alert" or select one of the actions. 


Delete

  • Click here to delete a script. 


  • Click "Yes" when it asks if you are sure. 


  • Then, it will require a reason for the deletion. Add a note and click "Delete". 


  • This will remove the script from the patient's active medication list. However, you can always view the deleted scripts by changing the view to "Deleted Prescriptions". (For more guidance, click here.)


Cancel Prescription

  • After the script has been sent to the pharmacy, there is an option to cancel it. Selecting "Cancel Prescription" notifies the pharmacy of the cancel request. 

Note: There is no guarantee the script will be canceled. For example, if the pharmacy has already filled the script and the patient has picked it up, the script can no longer be canceled. 


  • Once you click "Cancel Prescription", the script will show "Cancellation Pending".


  • If the pharmacy approves the cancellation, the status will be updated to "Cancellation Approved".


  • Click here to print a copy of the prescription. 


  • A copy of the script will pop up that can be printed or saved as a PDF.
  • At the bottom of the page, there will be a note that states, "***Copy Only - Not Valid for Dispensing***.


View Medication Details

  • Click here to view the details for the script.


  • It will show all of the script details, including what time it was ordered and if the pharmacy received it successfully. 


View Medication Timeline:

  • The medication timeline will show actions that have been completed for that particular medication. 


  • The timeline will show when the medication has been ordered or updated. 
  • If there were different strengths filled of the same medication, it will include all orders for the medication, regardless of strength.


View Drug Information Resources

  • This is a shortcut for finding the drug information.


  • Clicking here will bring up a list of drug information categories including, Indications, Pregnancy Precautions, Pediatric Precautions, Geriatric Precautions, Contraindications, Side Effects, Interactions- Brand, Interactions- Generic, Lab Interference, Medlineplus, and Patient Information.
  • To View the categories, click the category name.

  • You can print the drug information by selecting the category on the left that you want to print, and then choosing "Print".

 


Downloaded Medication History

  • Downloaded medications are pulled from scripts that have been billed to the patient's insurance. (This option is not available to all plans.)
  • To add a medication from history to the patient's current medication list, click the icon below.


  • To view more details about an order, click the icon below. 


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