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Client Medication History

Track a client's current and past medications, including self-reported ones, directly on their profile or through a Medication Field added to any intake or charting form. Self-reported medications display separately from E-Prescriptions ordered through E-Rx, so both sources stay distinguishable. Clients can view their medication list but can't edit it themselves.

Built by Core Engineering

The problem it solves

Providers need a complete picture of what a client is taking, including medications from before they were a client or that aren't prescribed through Healthie, but self-reported and prescribed medication data easily gets conflated or lost. Client Medication History solves this by giving providers a dedicated way to capture self-reported medication history and keeping it visibly separate from E-Rx prescriptions.

What's included

  • Medication Field addable to any intake or charting form for self-reported medication history
  • Active/inactive status per medication, letting clients report past as well as current medications
  • Manual medication entry and management directly on the Client Profile
  • Separate display for self-reported medications versus E-Rx E-Prescriptions
  • Read-only visibility for clients via their Health Records tab

How it works

A provider adds the Medication Field to an intake or charting form from the Form Builder; when a client completes it, they search for and select a medication (or add a custom one), indicate whether they're currently taking it, and add any comments. Providers can also manually add or edit a client's medications directly from the Client Profile without going through a form. Any medications prescribed through Healthie's E-Rx integration with DoseSpot display separately, in the E-Prescriptions section of the Client Overview page. Clients can view their full medication list from the Health Records tab in their Client Portal, but cannot add or edit entries themselves; changes must go through their provider.

Client Medication History lets providers document a client's current and past medications, either by adding them directly to the Client Profile or by collecting them through a Medication Field on an intake or charting form. It's built for practices that want a complete medication picture, including self-reported and past medications a client wouldn't otherwise have documented, separate from anything prescribed through Healthie's E-Rx integration. The Medication Field lets clients search for and select a medication, mark whether they're actively taking it, and add comments such as their reason for taking it. Self-reported medications and E-Prescriptions display in separate sections of the Client Profile so the source of each entry stays clear; clients can view their medication list in Health Records but cannot edit it themselves.

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