How To: Add the Medication Module to a Template

The Medication Module allows a client’s current medications to be displayed within a document template at the time of service.

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Steps to Enable the Medication Module:

1. Navigate to Document Templates

   • Go to More > Document Templates.
   • Locate the template you want to update.

2. Open Template Settings

   • Scroll to the far-right side of the template listing.
   • Click the gear icon to open the Template Settings.

3. Enable the Medication Module

   • In the settings menu, locate the toggle labeled "Show Medications".
   • Switch the toggle to ON to enable the medication module.

4. Save Changes

   • Changes will save automatically, or click Save if prompted.

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What Happens Next?

• The next time staff create or submit a document using this template, the client's current medications (as of the Date of Service) will be automatically displayed in the document.
• This ensures accurate medication tracking and enhances clinical documentation.

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Note: Ensure templates requiring medication details have this toggle enabled to streamline staff workflows and improve documentation accuracy.

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