Creating prescription templates

You can create prescriptions templates to make entering prescriptions more efficient. Create templates for the most common drugs and amounts you prescribe.

Note: Prescription templates are global (available to all locations across your organization).

To create a prescription template

1. On the Prescription Setup page, make a new prescription template using either of the following options:

   • Create new - To make an all new prescription template, click (or tap) Add New Prescription.

   • Base on existing - To make a prescription template based on an existing template, select the template that is similar to the one that you want to create.

   

   Tips:

   • To search for an existing template, under Prescription Templates, in the Search box, begin typing part of a drug name. The matching templates appear as a list or in categories (which are expandable and collapsible sections). Continue typing as needed to narrow the search results.

   • If Group by category is selected, expand a section to locate a prescription template in that category.

   The options for adding or editing the prescription template become available. The options that are available depend on whether you are creating a new template or making one that is based on an existing template.

   New

   

   Based on Existing

   

2. Enter or modify the prescription details, such as the category, name, and dosing instructions.

   Set up the following options:

   • Drug category - Select a category for the drug; or, if the category that you want to use does not already exist, click (or tap) Create a new category in the list to enter a new category (for example, "Pain").

     

   • Drug name - Type the drug name (for example, "Tylenol III 1000mg").

   • Controlled substance - To specify that the prescription is a controlled substance and to have the prescribing provider's DEA number appear on the prescription, select this check box.

   • Sig - Type the dosing instructions (for example, "Take 1 pill orally as needed for pain.").

   • Dispense - Type the amount to dispense (for example, "6"). Also, select the unit type; or, if the type you want to use does not already exist, click (or tap) Add new unit on the list to enter a new type (for example, "Capsule").

   • Substitution allowance - If a generic version of the drug is not allowed, select Dispense as written; otherwise, select Generic substitution permitted.

   • Refills - Enter the number of refills allowed, or use "0" if no refills are allowed.

   • Patient note - Type any additional notes for the patient.

3. Do one of the following:

   • For an all new template, click (or tap) Create Prescription.

   • For a template based on another, click (or tap) Save as New.