Dashboard: New Med Pass

This feature is currently in limited release to a select group of clients and will be rolling out to everyone in the coming months.

The new Med Pass allows you to view current and past medication, PRN, action, and first response orders and update and manage any orders that are past due. Information recorded here will reflect in the relevant patient's chart and in the Med Log.

For information on creating medication and action orders, see our articles on creating custom and quick orders. For information on creating eRx orders, click here for orders created in the EMR and here for orders created in Rcopia.

Required Permissions: This tab is available to users with the roles of Doctor, Nurse, or Super Admin

If you have chosen a certain location in the header drop-down (provided that you have access to more than one location), only buildings, patients, and programs associated with that location will appear. 

Enable the New Med Pass

To begin, a super admin must navigate to Settings > Company > and enable the New Med Pass.  

• Use Default Enable New Med Pass UI: Selecting this option will (in master instances) cause the current location to align with the settings for the whole instance.
• Enable New Med Pass UI: Selecting or deselecting this option will enable or disable the new Med Pass for the current location.

Then to view the new Med Pass, click Dashboard > Med Pass, and then click on the toggle to go from the legacy Med Pass to the new one.

The new med pass appears as follows.

Filters

You can view medication and action orders that have not yet been administered (or marked as administered). 

1. Today: If you have navigated to a date in the past, you will see the red warning, and can click Today to return to the current date.
2. Date: Click on the date and calendar icon to open the calendar. You can either select a past date from the calendar or type it in. 
   
3. Program: The Programs filters allow you to view orders connected to patients in a specific program (or programs) like Detox, Residential, or any other programs your facility offers by selecting one or more from the drop-down.. Programs are created under Settings > Instance. Check out our article on setting up patient programs for more information.
4. Building: The buildings filter will show all buildings in your instance if you have any (for example, outpatient facilities will not have buildings). Click on the name of a specific building (or buildings) to view the orders attached to patients in specific buildings. If you need to create Buildings, check out this article.
5. Filter: Clicking on the Filter icon, you can select any of the relevant filter options. Click Apply to save and the x at the top right to close the window.
   
6. Time Range: Click and drag the two circles forward and backward on the line to set the time range during which you want to view results. Keep in mind that whatever you set the filter to will be the default when you return to the page.

If you have filters you frequently use, you can save them by clicking Save All Filters. The chosen options will be the default filter when you return to the tab. You can remove a filter by clicking the x beside the filter.

The Hours/Patients table will show the day divided by hours, recording the number of patients who have orders due at that time. Clicking on a row will show only the patients who have an order (or orders) due on the selected hour.

Patients

In addition to the filters above, you can search for patients by name, or view only orders past due by using the Search by Patient field and selecting the Show Only Past Due Orders checkbox.

• The list of patients shows all patients with current and past orders based on the filtering options chosen. If no filters are selected, patients will appear in alphabetical order. If your patient has flags or notifications on their chart, they will appear beside their name.
• You can also sort patients by name, date of birth (DOB), medical record number (MR #), program, and hours past due in ascending or descending order by clicking on the column title.
• Clicking on a specific patient line opens that patient's orders based on the filters selected. These items will be grouped by type in the following: medication, PRN, action order, and first response.
• If you click on the patient's name, you will be taken to their chart.
• As with the Med Log, the header colors indicate status.
• Green indicates taken/occurred
• Red indicates not taken/not occurred or refused
• Orange indicates past due
• Gray means upcoming
• You can individually mark items as taken/occurred or not, or you can use the bulk option by selecting Yes or No under Select All Orders Taken As.
• If you select Yes and the Save Status button does not become selectable, scroll down to find the items that require attention.
• Resolve the issue(s) and click Save Status. While you can mark first responses in bulk, you will still need to individually enter efficacy and adverse reactions individually and click Save Status again.
• If you select No, you will need to add comments (and mark any refused items and add their related refusal reasons) before you can save.
  • If you mark an item as not taken/occurred, you must enter a comment in the Add Comment field.
    
  • If you mark an item as refused, you must type in or choose a refusal reason from the drop-down.

All actions marked in the Med Pass will be reflected in the patient's chart and in the Med Log.