Scheduling a Medication Review

By scheduling a medication review, you can effectively plan for the time required to complete it.

All scheduled medication reviews appear:

  • On the Activities tile in Propel Rx. For more information, see Activities Tile.

  • On the Medication Review Workbench in Patient Centre.

Auto-Scheduled Medication Reviews

To ensure as many opportunities as possible for patient care are realized, a Medication Review activity is automatically scheduled when patients are eligible. Auto-scheduling occurs at a maximum frequency of once per day per patient and only applies to Active patients. The activity is displayed in Propel Rx and Patient Centre for 30 days or until the activity is actioned.

You can distinguish an auto-scheduled medication review from a manually generated one by checking the Scheduling field on the Patient Centre Medication Review Workbench. Select the Hide Auto-Scheduled Appointments checkbox to hide the auto-scheduled medication reviews if desired.

If a medication review has been auto-scheduled and a manual schedule is attempted, a prompt appears asking if the appointment should be rescheduled. Select Yes to open the activity and update the scheduled date and time if needed.

Manually Scheduling Medication Reviews

Medication reviews must be scheduled from Propel Rx. Use the dropdowns below to learn more about manually scheduling medication reviews.

A PFS Eligible indicator () displays below the Dialogue indicator on the privacy label if the patient is eligible for a Medication Review. Use this indicator to identify opportunities for Medication Reviews.

Medication reviews must be scheduled from Propel Rx. Use the dropdowns below to learn more about scheduling medication reviews.

The Navigation Bar can be accessed from any window in Propel Rx.

To schedule a medication review from the Navigation Bar:

  1. Select the Patient Centre navigator button . The Patient Centre window opens.

  2. Select Schedule. The Medication Review window opens.

  3. Select the appropriate medication review type. The Patient Search window opens.

    In Ontario, use the Annual Follow-Up option to launch non-diabetes follow-up medication reviews (e.g., Hospital Discharge Follow-Up Medication Review). In the medication review, you'll have the option to choose the type of follow-up that's being conducted. This will determine the PIN billed for the auto-generated PFS prescription.

  4. Search for and select the patient. The Activities window opens.

    • If the patient already has an auto-scheduled medication review, a prompt appears asking if you want to reschedule the existing appointment.

      • Select Yes to open the Activities window. Proceed to step 5.

      • Select No to end the scheduling process.

  5. In the Activities window, enter the following information:

    • Schedule Date

    • Schedule Time

    • Assigned to

  6. Select OK. The activity is created and placed in the Activities tile for the scheduled date.

If a patient is eligible for a medication review, a Patient Focused Services prompt displays in the Patient Folder and Rx Detail.

To schedule a medication review from the eligibility prompt:

  1. Open the Patient Folder. A Patient Focused Services prompt should appear at the bottom.

    The example below is a Patient Focused Services prompt for a BC medication review.

  2. Select the Patient Focused Services prompt. The Patient Centre window opens.

  3. Select Schedule. The Medication Review window opens.

  4. Select the appropriate medication review type. The Activities window opens.

    In Ontario, use the Annual Follow-Up option to launch non-diabetes follow-up medication reviews (e.g., Hospital Discharge Follow-Up Medication Review). In the medication review, you'll have the option to choose the type of follow-up that's being conducted. This will determine the PIN billed for the auto-generated PFS prescription.

  5. In the Activities window, enter the following information:

    • Schedule Date

    • Schedule Time

    • Assigned to

  6. Select OK. The activity is created and placed in the Activities tile for the scheduled date.

To schedule a medication review from the Rx menu:

  1. On the Workflow tile or Patient Profile, select Rx > PFS > Med Review. The Patient Centre window opens.

  2. Select Schedule. The Medication Review window opens.

  3. Select the appropriate medication review type. The Activities window opens.

    • If the Med Review was launched from the Workflow tile, the Patient Search window opens. Search for and select the patient.

    • If the patient already has an auto-scheduled medication review, a prompt appears asking if you want to reschedule the existing appointment.

      • Select Yes to open the Activities window. Proceed to step 5.

      • Select No to end the scheduling process.

    In Ontario, use the Annual Follow-Up option to launch non-diabetes follow-up medication reviews (e.g., Hospital Discharge Follow-Up Medication Review). In the medication review, you'll have the option to choose the type of follow-up that's being conducted. This will determine the PIN billed for the auto-generated PFS prescription.

  4. In the Activities window, enter the following information:

      • Schedule Date

      • Schedule Time

      • Assigned to

  5. Select OK. The activity is created and placed in the Activities tile for the scheduled date.