Case Screen: Medication Tab


  • Introduction
  • Medications Tab Layout
  • Medications
  • Add New Medication General Tab Layout
  • Medication Information
  • Dosage Information
  • Response/Reaction to Medication


This article is meant to assist you with the navigating the Medications Tab. If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at 

Medications Tab Layout

Image: Case Screen: Health Tab Medications Layout


Click on the green “Add Medication” button to add medication to a case file.

Image: Medications Screen

Add New Medication General Tab Layout

Below is an overview of the new medication screen. Be sure to save any new medications you add.

Image: New Medication General Tab

Medication Information

Image: Medication Information Section

Field Name Description
Status Indicate whether the medication is active or inactive
Medication Name Name of the medication
Psychotropic Indicates the medication is psychotropic
Controlled Indicates the medication is controlled
Bloodwork Required Indicates whether there is bloodwork required
Reason Reason for the prescription
Date Prescribed Date prescription was given
Prescribed By Who the medication was prescribed by
Reason Include the reason why the client has been prescribed the medication

Dosage Information

Image: Dosage Information Section

Field Name Description
Dosage Instructions Specific instructions on how to take the medication
Dosage Times Times of the day when medication is needed
As Needed Indicates the medication is not taken daily and is on an as needed basis

Response/Reaction to Medication

Image: Response/Reaction to Medication Section

Field Name Description
Response Date Date there was a reaction to the medication
Response to Medication Select whether there was an increase or decrease in the level of functioning
Response Comments Any comments about the response to the medication
Potential Side Effects Select all side effects that apply
Other Side Effects List any side effects that were happened and were not included on the above list

File Attachments

Attach any files associated with the medications in the File Attachments section.

Image: File Attachments Section