When clients arrive on campus for the first time, or as they visit the doctor, they'll bring prescribed medications with them on campus. When this occurs, CLAs and CLLs take their medication, store it, and log what they're prescribed in Salesforce.
This article describes how to record a new medication. To learn how to mark a medication as disposed, click here.
Begin from the Client's Contact page.
1. Click Medication.
2. Click New.
3. Type the Medication Name.
4. Type the Frequency the medication should be taken in.
5. Type the Dosage.
6. Type the Prescribing Physician.
7. Set the Current or Previous Medication to Current.
8. Enter in Medication Notes from the doctor or pharmacy notes.
9. Type the Amount to Dispense at one time.
10. Click Save.
The medication has been created!
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