10.4.4.2. Prescription Consult

Some states require a signature from a client acknowledging they received consultation on a prescription.

This will need to be completed as a hard copy and could be attached as a document to the client’s profile.

Documenting the Client’s Consult and Signature

Create a custom template with merge fields called Prescription Consult and upload this to Settings > Templates. Use merge fields to pre-populate the printed template.

1. Print the template for anyone who will have a go-home prescription. The template will have all of their information pre-populated. Plus you can drop in the prescription merge field so it includes which prescription they got.
2. Have the client sign it.
3. If you have a tablet you can take a photo with the tablet (perhaps at the front desk where they sign) or scan it.
4. Upload the image or scanned document to the client’s profile under the ‘Documents’ section.

Upload images or document to the Client Profile in Client Documents