---
title: Technical Reference Guide: Profile's Admission Medication Reconciliation Feature
slug: portal-sub/technical-reference-guide-profiles-admission-medication-reconciliation-feature
docTags: 
createdAt: 2026-03-04T12:03:17.853Z
---

# Overview & Requirements

The following reference article provides an overview of the functionality and workflow of the Admission Medication Reconciliation feature in Profile. This article is intended for System Administrators, as well as Technical and Clinical users who want to learn more about this feature's functionality and workflow. It is also beneficial for individuals who require additional detail. It will focus on the following topics:

- [Stage 1: Creating, Editing, Assessing, and Saving the Admission Reconciliation Record](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [The Patient's Medication Reconciliation Listing Page](docId\:x5ygT7oTDwHuqPq2rDHAb)
    - [Launching the Patient Admission Reconciliation Feature](docId\:x5ygT7oTDwHuqPq2rDHAb)
    - [Interpreting the Admission Reconciliation Listing Page ](docId\:x5ygT7oTDwHuqPq2rDHAb)
    - [Role Action Logic](docId\:x5ygT7oTDwHuqPq2rDHAb)
    - [Navigation When the Admission Reconciliation Record is Opened for Editing](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Starting a New Admission Reconciliation Record](docId\:x5ygT7oTDwHuqPq2rDHAb)
    - [Creating a New Record](docId\:x5ygT7oTDwHuqPq2rDHAb)
    - [Adding a Medication List to the Admission Reconciliation Record](docId\:x5ygT7oTDwHuqPq2rDHAb)
      - [Steps to Add Medications to the List](docId\:x5ygT7oTDwHuqPq2rDHAb)
      - [Adding Medication from the Formulary](docId\:x5ygT7oTDwHuqPq2rDHAb)
      - [Adding an Ad hoc Medication](docId\:x5ygT7oTDwHuqPq2rDHAb)
      - [Capturing Historical Information for Patient's Medication List](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Assessing Medication for In-Patient Medication Treatment](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Completing the Validation and Assessment of the Entire Medication List](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Saving (As a Draft)](docId\:x5ygT7oTDwHuqPq2rDHAb)
- [Stage 2: Submitting or Signing the Admission Reconciliation Record](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Submitting the Admission Reconciliation Record for Review](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Sign as Reviewed Before Sending to Provider (Co-Signature)](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Submit to Provider](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Provider's Signature - The Final Authorisation of Medications](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Auto-Creation of Tasks](docId\:x5ygT7oTDwHuqPq2rDHAb)
  - [Load to MedChart](docId\:x5ygT7oTDwHuqPq2rDHAb)

## Requirements

- Profile version 9.0.9 and above
- Self-hosted customers will need IIS and HTTP set up. Please contact Intrahealth for more information.
- Admission Reconciliation is a feature of the MedChart liscensed module for inpatient medication management. Please contact the Intrahealth Support team at help\@intrahealth.com  to enable MedChart. 
- For Configuration information, please read [Configure and Setup the Admission Medication Reconciliation Feature in Profile](docId\:JQNuRrfMfZw4TAW-mCoAA)





# Stage 1: Creating, Editing, Assessing, and Saving the Admission Reconciliation Record

:::hint{type="info"}
**&#xA0;Note:&#xA0;**&#x46;or a general step-by-step guide, please read [Start Admission Medication Reconciliation in Profile](docId\:efZr4pOlC23WyWHlC6WoQ). 
For more detailed information on launching the Patient Admission Reconciliation feature, understanding its functionality and workflow, please continue reading the following article.
&#x20;&#x20;

:::

##

## The Patient's Medication Reconciliation Listing Page

For information on how to launch the Patient Admission reconciliation feature, and to understand its functionality and workflow, please read the following:

### Launching the Patient Admission Reconciliation Feature

The Admission Reconciliation feature can be launched from **Clinical** / **Medical Record / Med Reconciliation&#xA0;**

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UVru32nr8JRKeU4rb8H_w_g6tkmlbla0ti4gj-cpz96lmssmmavksqa.png)

A new **Admission Reconciliation** window for the patient will open.

### ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Gf86WvgjUo2_27JOXqtl9_ueekhpemsvbok6cq5ym3ycvscezuk2zvg.png)

### &#xA;

### Interpreting the Admission Reconciliation Listing Page 

Once the page has been launched, you will notice a table is displayed with several columns, as shown in the image below.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BFZzGHjQw7EptL_OVuZzL_yasglwbwyjdspiozvnbighp5wrmfipfidq.png)

:::hint{type="info"}
**Note:&#xA0;**&#xA;The Heading of the page will list the name of the patient followed by 'Medication Reconciliations'&#x20;
&#x20; By default, there will be no records for newly admitted patients.
&#x20; For re-admitted patients, where a medication reconciliation was previously completed, historical records will be available.
&#x20; For a patient with an in-progress admission reconciliation, the in-progress record will be visible.

:::

The columns in the table will be populated based on the line item created and its status. 

Please read the table below for more details on each of the columns found in in the  Admission Medication Reconciliation listing.

*Table 1 - Medication Reconciliation List&#xA0;*

| **Column**      | **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| --------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **REVIEWED BY** | Lists the user who has signed for review plus the date and time of the action taken::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mnTRIEh3zMR6AlKI-Ve1r_ejya4oofp7-8fsmotqa2pdsbogjsnoxhmg.png" size="67" isUploading="false" initialPath="assets/EJYa4Oofp7-8fSmoTqA2PdSbOgjsnoxhmg.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/EJYa4Oofp7-8fSmoTqA2PdSbOgjsnoxhmg.png" position="flex-start" showCaption="false"}<br />* The Reviewer's username will be displayed
* The Date format is dependent of the Date and Time format set in Profile
* If no review was completed, it will be blank                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| **SIGNED BY**   | Lists the user (provider) who has signed for final Authorisation plus the date and time of action taken.::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CB1vCUPXml6hii_IolU7g_ebokdco5cppyfenykuwlpwds7jjydmmq.png" size="43" isUploading="false" initialPath="assets/EbO_kDcO5cPPYFeN_YkUwlPwDs7JJyDmmQ.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/EbO_kDcO5cPPYFeN_YkUwlPwDs7JJyDmmQ.png" position="flex-start" showCaption="false"}<br />* Signed By will include the Provider's username
* The date format is dependent of the date and time format set in Profile.
* If no signature was completed, it will be blank.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| **STATUS**      | Lists the status of the record. The potential statuses are:<br />* In Draft
* Ready for Review
* Ready for Provider Signature
* Completed                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| **ACTION**      | Lists the available actions for the specific Admission Reconciliation Record, Open and Delete\:::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/aUZZ2i1RzWRCEoUldt3Lk_nrpw6me0sze639oadtfblg2jzubjatrcsw.png" size="46" isUploading="false" initialPath="assets/NRpW6mE0szE639oadtfblG2jzuBJaTrcSw.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/NRpW6mE0szE639oadtfblG2jzuBJaTrcSw.png" position="flex-start" showCaption="false"}<br />1) **Open**
   - This action opens the Admission Reconciliation Record
   - If the user has the ability to edit, then when the record is opened, all fields will be editable.
   - If the user does not have the ability to edit, then when the record is opened, all fields will be in read-only. 
   - If the user does not have the ability to sign, then when the record is opened, no signing options will be made available.
   - When there is no assignee, i.e., the record is not assigned to anyone for signing, then all users with permission to edit can open and edit the record. 
   - When there is an assignee, i.e., the record is assigned to someone or a signing group, only the assignee or a user belonging to the assigned group can open and edit the record. 
2) **Delete**
   - This action is available from the actions drop-down
   - It is available for users with roles that have permissions to create and edit, delete, and sign an Admission Reconciliation Record. 
   - This action is available in any status of the record except when the record is in the **Complete&#xA0;**&#x73;tatus.
   - This action triggers a confirmation modal and after the action is confirmed, it removes the record from the table.  |

### Role Action Logic

The table below summarises the expectations around the various role actions:

*Table 2 - Role action logic for performing Medication Reconciliation Actions*

| Users      | Med Rec | Med Chart | Can Edit | Can Prescribe | Can Create New Order  | Nurse/Doctor or Role | Permitted Actions                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| ---------- | ------- | --------- | -------- | ------------- | --------------------- | -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Use Case 1 | YES     | YES       | NO       | NO            | NO                    | NO                   | - They will have access to the **Med Reconciliation&#xA0;**&#x76;iew from the patient's **Medical Record&#xA0;**&#x61;nd launch the **Admission Reconciliation&#xA0;**&#x77;indow.
- They will automatically have the view access to the **Admission Reconciliation** Table in the Admission Reconciliation window
- The **Create New&#xA0;**&#x62;utton should be disable&#x64;**.**
- The **Open&#xA0;**&#x61;ction should always be enabled and the record will be opened in read-only view.
- The **Delete&#xA0;**&#x61;ction should be disabled.
- Medications will not be loaded to MedChart during the authorisation process.
- They will not have access to view the medications loaded to MedChart once the reconciliation process is complete.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| Use Case 2 | YES     | YES       | YES      | NO            | NO                    | NO                   | * They will have access to the **Med Reconciliation&#xA0;**&#x20;view from the patient's **Medical Record** and launch the **Admission Reconciliation&#xA0;**&#x77;indow.
* The **Create New&#xA0;**&#x62;utton can be enabled or disabled:
  - Enabled - If there are no records created yet
  - Enabled - If all of the records in the record table are completed.
  - Disabled - If there is an Admission Reconciliation Record **IN PROGRESS**.
* The **Open&#xA0;**&#x61;ction should always be available, and the Record can be opened in edit view or read only view:
  - In edit view - When the record is in Draft
  - In edit view - When the record has been submitted for review and the user accessing it is the assignee for reviewing.
  - In read-only view when the record is signed as Reviewed
  - In read-only view when the user accessing the record is the one that has submitted the record for review o&#x72;**&#xA0;**&#x61;uthorisation and they are not the one that the record has been assigned to for review.
  - In read-only view when the user accessing the record is the one that signed the record as Reviewed.
  - In read-only view when the record is Completed.
* The **Delete** action can be enabled or disabled.
  - Enabled - Always enabled for all users with the above mentioned action roles and regardless if the user , who has submitted the record for review or authorisation, is the assigned user or has signed the record as reviewed. 
  - Disabled - for all users with the above mentioned action roles when the record is Completed. 
* Medications will not be loaded to MedChart during the authorisation process.
* They will not have access to view the medications loaded to MedChart once the reconciliation process is complete.                                                                                                                                                                                                            |
| Use Case 3 | YES     | YES       | YES      | YES           | YES                   | YES                  | - They will have access to the **Med Reconciliation&#xA0;**&#x20;view from the patient's **Medical Record** and launch the **Admission Reconciliation&#xA0;**&#x77;indow.
-  The **Create New&#xA0;**&#x62;utton can be enabled or disabled. 
  - Enabled - If there are no records created yet.
  - Enabled - If all of the records in the record table are **Completed**
  - Disabled - If there is an Admission Reconciliation record in progress.
- The **Open&#xA0;**&#x61;ction should always be available, and the record can be opened in edit view or read-only view:
  - In edit view - When the record is in Draft
  - In edit view - When the record has been submitted for Review and the user accessing it is the assignee for reviewing
  - In edit view - When the record has been Submitted for Authorisation and the user accessing it is the assignee for authorisation. 
  - In read-only view - When the record is submitted for review and the user is not the assignee for reviewing.
  - In read-only view - When the record is signed as reviewed and the user is not the assignee for authorisation.
  - In read-only view - When the user accessing the record is the one that has submitted the record for review or authorisation and he is not the one that the record has been assigned to for review or authorisation.
  - In read-only view for when the user accessing the record is the one that signed the record as reviewed and they are not assigned for authorisation. 
  - In read-only view when the record is completed
- The **Delete&#xA0;**&#x61;ction can be enabled or disabled:
  - Enabled - Anyone who has the ability to create and edit automatically has the ability to delete.  
  - Disabled - Once the record is marked as **Completed** it cant be deleted.
- Medications will be loaded to MedChart during the authorisation process.
- They will have access to view the medications loaded to MedChart once the reconciliation process is complete. |

### Navigation When the Admission Reconciliation Record is Opened for Editing

**Note:&#xA0;**&#x57;hen the Admission Reconciliation Record is opened for editing in the Admission Reconciliation window in Profile, the user cannot go back to the table view in a direct way. To navigate back to the table page from a Record page in Edit mode, users need to close the current **Admission Reconciliation&#xA0;**&#x77;indow.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/b5wVGhgkfw99KvYWOztus_yriqwuhcdxpd8ec735jz86ex1fbatxsy6g.png" size="65" isUploading="false" initialPath="assets/yRIQwUHCdXpd8ec735Jz86ex1FBAtXSy6g.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/yRIQwUHCdXpd8ec735Jz86ex1FBAtXSy6g.png" position="flex-start" showCaption="false"}





## Starting a New Admission Reconciliation Record

The following steps are required to start a new Admission Reconciliation Record.





### Creating a New Record

::::WorkflowBlock
:::WorkflowBlockItem
Click on the **Create New&#xA0;**&#x62;utton to create a new record. It's important to note that this button is disabled if there are any admission records currently in progress.
:::

:::WorkflowBlockItem
A new modal window launches, prompting the user to create the 'shell' for the new record.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gXHehVhSC8E6cxs2jcI_T_d-bxqrcmrjc9smvm2suxix0xnuqptstajg1.png)
:::

:::WorkflowBlockItem
You will be asked to enter a unique record name for the **Admission reconciliation description**. This is required. It is important to note that:

1. A default name will be displayed with "\<Patient Name>\_\<Current Date>"
2. This is a mandatory field 
3. All characters are allowed
4. The name must be a minimum of two characters; maximum number of characters is 250.
5. The name must be a unique description, different from any existing active records created. The system validates this to ensure that the same description does not already exist. If the description given already exists, the following validation error message is displayed 'Record with that name already exists. Please use a unique one'.
:::

:::WorkflowBlockItem
There is an option to **Load initial medication list from&#xA0;**&#x74;he drop-down with the same name. It's important to note that:

1. This is not a mandatory field.
2. The **Usual Scripts** option takes the medications from the Usual Scripts list from Profile's Script feature.
3. Not making a selection from this drop-down is also possible. However, if no option is selected (at this time), it cannot be loaded after the fact.  

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/y1eSwYeXrqZOS6bb76mHP_h5ljcwrf00ryivgl48onhg5zwpsfdghcha1.png" size="100" isUploading="false" initialPath="assets/h5ljCwrF00RyivGl48Onhg5zwpsFdGhcHA_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/h5ljCwrF00RyivGl48Onhg5zwpsFdGhcHA_1.png" position="flex-start" showCaption="false" indent="2"}
:::

:::WorkflowBlockItem
Once all of the fields in the modal are completed, click on the **Create&#xA0;**&#x62;utton. This will launch the user into the Admission Reconciliation Record where the workflow begins. Click the Add Medications button to add medications in the manner you specified previously.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0Q6DFOA_FAMw7FijZVf9S_lfzk7zfaispb8qalocnhufk2npxty3qnka1.png)
:::

:::WorkflowBlockItem
If medications are imported via Usual Scripts, they are automatically validated. If fields such as Dose, Frequency, and Route are incomplete, but required per the preferences specified at **Preferences/Scripts and Instructions/Interface**, then they fail validation. For example, if a Usual Script is imported without a Route, users are required to fill out the Route field before proceeding.Medications that fail validation open in a dedicated **Update Medication Details&#xA0;**&#x6D;odal window, prompting the user to complete required details before proceeding.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/riZCFBU6q7SIow8juDip__xgpflqrdizurbstb0wgyna7qwghfngwp8q.png)
:::

:::WorkflowBlockItem
Once missing details are completed, a confirmation modal appears, confirming that the medication has been saved successfully, and the medication now appears in the **Incomplete&#xA0;**&#x73;ection of Medication Reconciliation for further assessment.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5CbAXvse66wW29N8zWONW_zwwmtlo7zaybq8aczh1smliur0qlykx2w.png)
:::
::::

### Adding a Medication List to the Admission Reconciliation Record

Once a user has created a blank new record, they can begin adding or editing the medication list. 

It is important to note that:

- If no medications were pre-loaded (see [Step 4c in the Creating a New Record ](docId\:x5ygT7oTDwHuqPq2rDHAb)section above) the user can start adding medications one-by-one.
- All medications added to the medication list will appear in the left-hand panel of the screen.
- Medications from this list that have not been validated and assessed will be considered incomplete. This means that a Care Team member has not captured all of the required information to validate the medication and/or assess if the medication needs to be part of inpatient treatment.
- At anytime, if a user needs to remove a medication from the list, they can click on the delete icon next to the medication, as shown in the image below:

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/J4Hf-kofpgW0Zzj_uxsDV_osg5fnnyqp8x-mfqemms3danwnjjazw-a1.png" size="65" isUploading="false" initialPath="assets/Osg5FnNYQP8X-mFQemMS3DAnwnJjazW--A_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/Osg5FnNYQP8X-mFQemMS3DAnwnJjazW--A_1.png" position="flex-start" showCaption="false" indent="2"}

### Steps to Add Medications to the List

The user needs to:

1. Click on the **Add Medication&#xA0;**&#x62;utton.
2. Choose either the **Add Formulary&#xA0;**&#x6F;r the **Ad Hoc&#xA0;**&#x6F;ptions.

### Adding Medication from the Formulary

When adding medication from the Formulary, the user will be prompted to select a commercially available strength medication. 

::::WorkflowBlock
:::WorkflowBlockItem
User enters the medication in the search field.

1. Three characters must be entered for the search to return any results.
:::

:::WorkflowBlockItem
The search will be presented in the left-hand view.
:::

:::WorkflowBlockItem
The right-hand view will display the highlighted or selected medication, as well as the following:

1. Selected medication name, strength, and form.
2. The generic equivalent
3. A list of available templated instructions (recorded in the formulary). It is important to note that this list may include none.
4. An **Add New&#xA0;**&#x62;utton that allows users to enter a new set of instructions from scratch.
:::

:::WorkflowBlockItem
If a user chooses:

1.  To enter *a new set of instructions*, they will click the **Add New&#xA0;**&#x62;utton. A new modal will open, and will prompt them to enter the new instructions to be recorded for the selected medication.
   - The new instructions will not be recorded in the formulary
   - The new instructions will include fields listed in Table 3 Formulary New Instructions Fields and Logic
   - Once a user enters mandatory fields, they can click **Ok**. Users can otherwise click **Cancel,** which will take them back to the formulary screen. 
2. To select a *templated instruction*, users can select the applicable instruction. 
   - A checkmark will be displayed beside the selected instruction.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TGvK2yQ_iAVE4xDmZNkCc_rixnqycbjo0o0oxqvz8uthq2eq06ih2q1.png" size="71" isUploading="false" initialPath="assets/RIXn_qycb_jO0o0OXqvz8UTHq2Eq06ih2Q_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/RIXn_qycb_jO0o0OXqvz8UTHq2Eq06ih2Q_1.png" position="flex-start" showCaption="false" indent="3"}
:::

:::WorkflowBlockItem
User clicks on **OK&#xA0;**&#x61;nd medication and instructions will be added to the **Admission Reconciliation Medication&#xA0;**&#x6C;ist. 
:::
::::

*Table 3 - Formulary New Instructions Fields and Logic*

| Field Name                                                     | Optional (O) / Mandatory (M)                                                                             | Field Type      | Logic                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| -------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Take**                                                       | M                                                                                                        | Text field      | The input will prevent the user from typing when 250 characters are reached.<br />For Medications selected from the Formulary, this field will be populated with selected medication name, strength and form<br /><br />For Ad hoc Medications, the following will be true:<br />* Blank by default.
* This field is mandatory. 
* All characters are allowed.
* Max characters are 250. 
* Error message for a required field: "Please enter name."
* Error message for minimum added characters: "The name must be at least 2 characters."
* Error message for maximum added characters: "The name may not exceed 250 characters."                                |
| **Dose type**                                                  | O                                                                                                        | Drop-down list  | - **Normal** option is shown by default.
- Options taken from Profile EMR (short codes                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| **PRN**                                                        | O                                                                                                        | Checkbox        | * Not checked by default                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| **Dose unit**                                                  | M                                                                                                        | Text field      | <br /><br />* Can contain only numbers, decimals or range, ex. 1-7.
* Blank by default.
* Error message for a required field: "Please enter dose unit."
* Error message for minimum added characters: "The name must be at least 1 character."
* Error message for maximum added characters: "The dose unit may not exceed 250 characters."
* The input will prevent the user from typing when 250 characters are reached.                                                                                                                                                                                                                                          |
| **Dose measure**                                               | M                                                                                                        | Drop-down list  | <br /><br />* Options are taken from Profile.
* **Select&#xA0;**&#x70;laceholder shown by default.
* Predictive text matching applies as the user types. (Profile 10.0.3 onwards)
* Error message for a required field: "Please select dose measure."                                                                                                                                                                                                                                                                                                                                                                                                               |
| **Frequency**                                                  | M                                                                                                        | Drop-down list  | - Options are taken from Profile.
- **Select** placeholder shown by default.
- Predictive text matching applies as the user types. (Profile 10.0.3 onwards.)
- Free text additions are also supported for this field and the entered input is saved. (Profile 10.0.3 onwards.)
- Error message for a required field: "Please select frequency."                                                                                                                                                                                                                                                                                                                     |
| **Route**                                                      | O                                                                                                        | Drop-down list  | * Options are taken from Profile.
* **Select** placeholder shown by default.
* Predictive text matching applies as the user types. (Profile 10.0.3 onwards.)
* Error message "Please select route." for a required field if either of the following is true:
  - Profile version is 10.0.5 or later, but less than 10.0.8 
  - Profile version is 10.0.8 or later, and "Allow blank route for all prescription ordering (Prior + Med Chart)" at **Preferences/Scripts and Instructions/Interface tab** is NOT checked.                                                                                                                                              |
| **Do not use structured directions, use dose directions only** | O                                                                                                        | Checkbox        | - Not checked by default.
- When selected, it disables and clears the **Dose type** drop-down list, **PRN** Checkbox, **Dose measure** \*’ drop-down list, **Frequency** \*’ drop-down list, and the **Route** drop-down list                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| **Dose directions**                                            | \*Mandatory once the **Do not use structured directions, use dose directions only** checkbox is selected | Free-text field | <br /><br />- Enabled and Optional if **Do not use structured directions, use dose directions only** checkbox is not selected.
- The text from the field will be appended to the newly created instruction or as a stand-alone new instruction. 
- All characters are allowed.
- Max characters are 500.
- Error message for a required field: "Please enter dose directions."
- Error message for minimum added characters: "The dose directions must be at least 2 characters."
- Error message for maximum added characters: "The dose directions may not exceed 500 characters."
- The input will prevent the user from typing when 500 characters are reached. |





### Adding an Ad hoc Medication

When adding an Ad Hoc Medication from the Formulary, a modal will be displayed for users to enter the non-formulary medication. The modal will include fields listed in [Table 3 - Formulary New Instructions Fields and Logic](docId\:x5ygT7oTDwHuqPq2rDHAb), as seen above.

### Capturing Historical Information for Patient's Medication List

Part of the Medication Reconciliation workflow consists of obtaining/validating historical information regarding each medication itemised in the list. The validation section will include the fields listed in [Table 4 - Validation Section Fields and Logic](docId\:x5ygT7oTDwHuqPq2rDHAb), below.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/YL90eO953aegNpf8NP2xi_ajnhshafhk1qcqlhb5uqwhtwsp2wkowhwq.png)

*Table 4 - Validation Section Fields and Logic, below.*

| Field Name                               | Optional (O) Mandatory (M)                                                                                                                    | Field Type                                                              | Logic                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| ---------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Started**                              | O                                                                                                                                             | Calendar picker with a checkbox called **Approx. date?**                | - Future date cannot be selected
- Date can be selected, and the checkbox **Approx. date?** can be selected alongside the date, or as a stand alone.
- If only the checkbox **Approx. date?** is selected and no date is selected, then only **Approx. date?** will be shown in the **Started** input                                                                                                                                                                                                          |
| **Last ordered**                         | O                                                                                                                                             | Calendar picker                                                         | <br /><br />- Future date cannot be selected                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| **Validation provided by**               | O                                                                                                                                             | Drop-down list of options                                               | <br /><br />- Options include:
  - **Patient**
  - **Guardian**
  - **Clinician**
  - **Unable to verify**
- Only one option can be selected from the options                                                                                                                                                                                                                                                                                                                                                  |
| **Ordered by**                           | O                                                                                                                                             | Free-text field                                                         | * All characters are allowed.
* Max characters are 250.                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| **Current state**                        | M                                                                                                                                             | Drop-down list of options and a checkbox called **With med container?** | <br /><br />* Options include:
  - **Taking as prescribed**
  - **Taking with modified instructions**
  - **No longer taking**
  - **Unable to verify**
  - **With med. container?**
* When the option **Unable to verify** is selected, then the checkbox **With med. Container?** is not applicable (Disabled)                                                                                                                                                                                               |
| **Last taken at**                        | O                                                                                                                                             | Calendar picker with a checkbox called **Approx. date?**                | <br /><br />* Future date cannot be selected
* Date can be selected, and the checkbox **Approx. date?** can be selected alongside the date, or as stand alone.                                                                                                                                                                                                                                                                                                                                                 |
| **If taken differently, please specify** | Mandatory only when **Taking with modified instructions&#xA0;**&#x69;s selecte&#x64;**&#xA0;**&#x69;n the **Current state&#xA0;**&#x66;ield.  | Free-text area                                                          | - All characters are allowed.
- Min character is two; Max characters are 500<br />::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5_152frNkcMU7ORZ1TeOB_ynamfw6if-iyloyvj3f1aojk01kwz6ny2a.png" size="81" isUploading="false" initialPath="assets/ynAMFw6if-IyLOyvj3f1AOJK01KWz6NY2A.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/ynAMFw6if-IyLOyvj3f1AOJK01KWz6NY2A.png" position="flex-start" showCaption="false"} |
| **Notes**                                | O                                                                                                                                             | Free-text area                                                          | * All characters are allowed.
* Max characters are 500.                                                                                                                                                                                                                                                                                                                                                                                                                                                        |

## Assessing Medication for In-Patient Medication Treatment

Once the medication has been validated with all of the historical information (see the [ "Patient's Medication Reconciliation Listing Page"](docId\:x5ygT7oTDwHuqPq2rDHAb) section of this article) the medication now needs to be assessed as to whether it should be continued as part of the in-patient treatment. This is the section that determines if the medication will be applied to the patients Medchart and Careflow for administration (see the ["MedChart"](docId\:x5ygT7oTDwHuqPq2rDHAb) section of this article below).

The Assessment section will include the fields listed in Table 5 - Assessment Section Fields and Logic, below.

*Table 5 - Assessment Section Fields and Logic*

| Field Name          | Optional (O) / Mandatory (M) | Field Type     | Logic                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| ------------------- | ---------------------------- | -------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Medication plan** | M                            | Drop-down list | - Options include:
  1. **Continue on MedChart as recorded**
     - This option is selected if the Patient is to continue taking the medication exactly how it has been entered in the validation section 
     - once selected, it adds the medication item to the **Continue** section of the left side panel.
  2. **Continue with modification&#xA0;**
     - This option is selected if the Patient is to continue the medication BUT the directions need to be modified slightly (i.e. dose increased from 1 tablet to 2 tablet)
     - once selected, it triggers the **New Instructions** modal. Once finished with the modal, the medication item is added to the **Continue&#xA0;**&#x73;ection of the left side panel and the medication instructions are crossed out.
  3. **Discontinue**
     - This option is to be selected if the medication is NOT required to be continued as part of the inpatient treatment
     - once selected it adds the medication item to the **Discontinue** section of the left side panel and the original medication description and medication instructions are crossed out.
  4. **Replace medication from Formulary**
     - This option is to be selected if the Patient is to continue medication therapy but doctor wants to do a therapeutic substitution and switch to a medication from the formulary 
     -  Once selected, it triggers the **Formulary** modal. Once finished with the modal, the medication item is added to the **New** section of the left side panel and the original medication description and medication instruction are crossed out under the **New** medication description and medication instruction.
  5. **Replace medication from Ad Hoc**
     - This option is to be selected if the Patient is to continue medication therapy but doctor wants to do a therapeutic substitution w/ a non-formulary medication
     - once selected, it triggers the **Ad Hoc Medication** modal. Once finished with the modal, the medication item is added to the ‘New’ section of the left side panel and the original medication description and medication instruction are crossed out under the new medication description and medication instruction.
- Only one option can be selected from the options at a time |

## Completing the Validation and Assessment of the Entire Medication List

- As each medication item gets reviewed, validated and assessed, the information on the left-hand panel will reflect the changes. 
- The left-hand side is grouped into four sections based on the assessment status.
  1. **INCOMPLETE**
     - All the medication items added when creating the new Admission Reconciliation Record for the selected **Usual Scripts&#xA0;**&#x6F;ption and/or added through the **Ad Hoc** option and **Formulary&#xA0;**&#x6F;ption, are listed under the **Incomplete&#xA0;**&#x73;ection.
  2. **CONTINUE&#xA0;**
     - When a medication item assessed to be **Continue on  MedChart as recorded&#xA0;**&#x6F;r **Continue with modification**.

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:::Paragraph{listStyleType="decimal" listStart="3" indent="2"}
**DISCONTINUE**
:::

:::Paragraph{listStyleType="disc" indent="3"}
When a medication is assessed to **Discontinue**
:::

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:::Paragraph{listStyleType="decimal" listStart="4" indent="2"}
**NEW**
:::

:::Paragraph{listStyleType="decimal" indent="3"}
When a medication is assessed to be **Replace medication from Formulary&#xA0;**&#x6F;r **Replace medication from Ad Hoc**
:::

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- This left-hand panel is a good view to review the completion of the list.

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- If a user wished to delete a medication that was added to the list, they can click the delete icon and delete the medication from the list. A verification message will be displayed to confirm the delete action.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yhLFy_t_hWCSxDiT11yI6_uv-mupgbnrgfmhq68idc5ufcgfvvdhbcqw.png" size="10" isUploading="false" initialPath="assets/uv-mupGbNRGfmHq68iDc5ufCgfVVDhbCqw.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/uv-mupGbNRGfmHq68iDc5ufCgfVVDhbCqw.png" position="flex-start" showCaption="false" indent="2"}

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## Saving (As a Draft)

- Users can save the current state of the Admission Reconciliation Record page by clicking the **Save&#xA0;**&#x62;utton at the bottom of the page.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5ppbNQ9Qv4qTGTuVq0y8B_hcivg7ilq4kcqa2udgywwrj9orfubodteq.png)

- A record can only be saved by a user with the appropriate role action - See the ["Set up Role Actions"](docId\:JQNuRrfMfZw4TAW-mCoAA) section of the How to Configure and Setup the Inpatient Admission Medication Reconciliation Feature in Profile article. 
- Saving the record assumes it is not ready to submit for review or approval (See "Stage 2: Submitting or Signing the Admission Reconciliation Record section below)
- If the system is unable to save, an error will be displayed.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HxzEZkXbP1y4-Ir9bArd0_dqygoz8zn0bznbbezn4-mzhqprjezusiw.png" size="62" isUploading="false" initialPath="assets/dQYgOZ8Zn0bZNbB_EzN4-MzhqPRjezuSiw.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/dQYgOZ8Zn0bZNbB_EzN4-MzhqPRjezuSiw.png" position="flex-start" showCaption="false" indent="2"}

# Stage 2: Submitting or Signing the Admission Reconciliation Record

## Submitting the Admission Reconciliation Record for Review

Submitting an admission reconciliation record for review assumes a two-factor signature is required for approving a medication reconciliation record, as Inpatient homes often require a nurse or non-provider to review the medication list, validation and assessment entered per medication.

:::hint{type="info"}
**Note:&#xA0;**&#x49;f a review signature is not required or needs to be bypassed, there is a process for this. Users can select the **Send to Provider&#xA0;**&#x6F;ption.

:::

To submit an Admission Reconciliation Record, the following steps need to be followed:

::::WorkflowBlock
:::WorkflowBlockItem
User will click on the **Submit&#xA0;**&#x62;utton and select **Send for review.&#xA0;**&#x49;t's important to note that all medications need to be validated and assessed before the **Submit** button is enabled (See above sections on ["Assessing" and "Validating" medications](docId\:x5ygT7oTDwHuqPq2rDHAb) in this article, above or read[ "Step 3..." and "Step 4..."](docId\:efZr4pOlC23WyWHlC6WoQ) in the How to Launch, Create a New Record, Add and Assess Medications in Profile's Admission Medication Reconciliation Feature) article.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/rCzEyUDph39x1BMWNkBNB_npyyql2bcsusijvbiy32qcemu5hjxt1w.png" size="76" isUploading="false" initialPath="assets/npYyQ_l2bcSUSIjVBIy32QceMu5hjx_T1w.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/npYyQ_l2bcSUSIjVBIy32QceMu5hjx_T1w.png" position="flex-start" showCaption="false"}
:::

:::WorkflowBlockItem
A modal will appear prompting users to select the individual reviewer or reviewer group who will be performing the review. The reviewer drop-down list will contain only users or groups with signing permission for review.

- Groups created under the type **Medication Review Group&#xA0;**&#x77;ill be listed, as will each group member individually (See the ["Setting up Signing Groups"](docId\:JQNuRrfMfZw4TAW-mCoAA) section of the How to Configure and Setup the Inpatient Admission Medication Reconciliation Feature in Profile article).
- Groups that have no members added (empty groups) will not be listed as an option. 

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:::

:::WorkflowBlockItem
User will click on **Send for Review**. Once this is done, a task will automatically be created in Profile for the selected Nurse or Group (see the[ "Auto-Creation of Tasks" ](docId\:x5ygT7oTDwHuqPq2rDHAb)section of this article, below.**&#xA0;**

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/p0rpgdRdjXj8DzKhEm1FI_rhjiy8p0cqunaiiz8fnpwjd1yt7hnw.png" size="95" isUploading="false" initialPath="assets/RhjiY8P0_CqUnAIIZ__8fnpWjD1yt7h_nw.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/RhjiY8P0_CqUnAIIZ__8fnpWjD1yt7h_nw.png" position="flex-start" showCaption="false"}
:::

:::WorkflowBlockItem
An **Admission Record Set for Review** notification will appear. User will be prompted to click **OK.&#xA0;**

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- The user will be navigated to the Home table for Medication Reconciliation feature shown in[ "The Patient's Medication Reconciliation Listing Page" ](docId\:x5ygT7oTDwHuqPq2rDHAb)section of this article.
:::
::::





## Sign as Reviewed Before Sending to Provider (Co-Signature)

When a nurse receives a task to review a patient's reconciliation, they can navigate to the appropriate Patient's Medication Record (manually - by going to **Clinical&#xA0;**/ **Med Reconciliation** or by clicking the link from the task).

The Medication Reconciliation Record will be seen in a pending review status.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/fwSOK5QvSbx6i4Y-UzqaG_kxuvtpx5tm2fuaipseagw3obequykala.png)

The following steps need to be followed:

::::WorkflowBlock
:::WorkflowBlockItem
User will click on the ellipses icons from the **Actions&#xA0;**&#x63;olumn and select **Open**.

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:::

:::WorkflowBlockItem
The user can edit the record if needed.
:::

:::WorkflowBlockItem
If the record is ready to be signed as reviewed, the Admission Nurse will click on the **Sign as Reviewed&#xA0;**&#x62;utton. This action assumes that the record has been reviewed for its completion and accuracy and is now ready for final signature by the Prescribing provider).

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JWzfKQQLGk_kCtQsREi8x_qxvl5tsatplcrkpd4nzpiufspy7u6x1gzw1.png)
:::

:::WorkflowBlockItem
Clicking the **Sign as Reviewed&#xA0;**&#x62;utton triggers a two-step process (in following sequence)

1. Sign as Reviewed user will be prompted to enter their Profile **Username** and **Password**.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/363-ffnD9pCLxlxzTFmVg_fwsurydrvmuktnce22ikgx5zw4olmk2fta1.png" size="100" isUploading="false" initialPath="assets/fwsuRYDRvmuktnCE22IKGx5ZW4OlMk2FtA_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/fwsuRYDRvmuktnCE22IKGx5ZW4OlMk2FtA_1.png" position="flex-start" showCaption="false" indent="2"}

2. Once successfully validated the user will be prompted to complete the next step to submit for authorisation. 
:::

:::WorkflowBlockItem
 Once the two steps are completed, the **Reviewed by and Date&#xA0;**&#x63;olumn is populated with the user's name, date and time of signing as reviewed.
:::

:::WorkflowBlockItem
The user who completed the review will be required to go to the task that was created for them, and mark the **Status&#xA0;**&#x61;s **Completed**.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/bXFntbYW70dWC_o3QEOSb_xlp0f4w0avkgcz1avezk6cbv3muxesbeq.png)
:::
::::

## Submit to Provider

If the Admission Reconciliation was initially **Signed as Reviewed** or if the review was bypassed, the final step to complete this record is to submit the record to the provider for final approval.

::::WorkflowBlock
:::WorkflowBlockItem
The user must select who will be the approver of the final medication reconciliation record and approve the medications that should be continued for inpatient care. 

- The groups created under the type **Medication Signing Group&#xA0;**&#x77;ill be listed in the drop-down along with the group members. All members will be listed individually [(See the "Setting Up Signing Groups" ](docId\:JQNuRrfMfZw4TAW-mCoAA)section of How to Configure and Setup the Inpatient Admission Medication Reconciliation Feature in Profile article).
- Empty groups that have no members added will not be listed as an option.

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:::

:::WorkflowBlockItem
A task will be created for the provider or group (group members) in Profile (see the[ Auto-Creation of Tasks](docId\:x5ygT7oTDwHuqPq2rDHAb) section of this article below).

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:::
::::

:::hint{type="info"}
**Note:&#x20;**&#x20;When a group is selected, tasks are sent to all group members. Any member that received the task can sign the Admission Reconciliation, as authorised.
If a member accessed the Admission Reconciliation and it has already been signed as authorised by another member, then they should see the record in read-only view, and their task will be automatically closed.

:::

   3. The status of the record is changed to **Ready for Provider Signature**.

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:::hint{type="info"}
**Note**: If there was an error during the signing and or submitting the record for review, an error message will be displayed to the user like the ones below:
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/aw166uvwPu-gMSMwoTMQ2_bjkkjpjgogkphyhc-ufztzzqugo-nzunfg.png" size="36" isUploading="false" initialPath="assets/bjKKJpJgOgkPHyhc-UFztZzQUgO-nzUnfg.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/bjKKJpJgOgkPHyhc-UFztZzQUgO-nzUnfg.png" position="flex-start" showCaption="false"}
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VVl3I-bQo3PHDGOoTbJSJ_wnvwyz351bxzil0o3ir6q9vts1-zhwbq.png" size="59" isUploading="false" initialPath="assets/wNvWYz351BX_z_IL0O3IR6q9vts1-zhwBQ.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/wNvWYz351BX_z_IL0O3IR6q9vts1-zhwBQ.png" position="flex-start" showCaption="false"}

:::

## Provider's Signature - The Final Authorisation of Medications

When a provider receives the task to perform a final approval of a patient's reconciliation, they can navigate to the appropriate patient's medication record manually by going to **Clinical&#xA0;**/ **Med Reconciliation&#xA0;**&#x6F;r by clicking the link from the task. 

The Medication Reconciliation Record will be shown in a **Ready for Provider Signature&#xA0;**&#x20;status.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/upBOG6LVJyYMhL-WD4EbW_e4jrwbkce5wmwqwguosryapwfqvejymbtg.png)

The steps for completing a provider signature are as follows:

::::WorkflowBlock
:::WorkflowBlockItem
Provider will navigate to the patient's admission record table page and click on the ellipses icon from the **Actions&#xA0;**&#x63;olumn and select **Open**.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mRSkTJ4fLdTsEFU5t5Eiv_70pbnih2snnaegpwtb1pfusmz6ccvhw1.png" size="65" isUploading="false" initialPath="assets/70pBn_Ih_2sNnAegpwtb_1pFuSmz6ccvHw_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/70pBn_Ih_2sNnAegpwtb_1pFuSmz6ccvHw_1.png" position="flex-start" showCaption="false"}
:::

:::WorkflowBlockItem
The provider can edit the record if needed.
:::

:::WorkflowBlockItem
The provider can click on the first **Sign As Authorised&#xA0;**&#x62;utton.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8xQwl-IBAPhWJvj647t_U_znmpyppwumlnxmiklbcluomza-lbavfq.png" size="57" isUploading="false" initialPath="assets/z_nmpyppWuMlNXMiklBcLuOMZA-Lb_avFQ.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/z_nmpyppWuMlNXMiklBcLuOMZA-Lb_avFQ.png" position="flex-start" showCaption="false"}

Doing so will trigger the following:

1. A modal will open, and the provider you will be prompted to enter their Profile **Username** and **Password.&#xA0;**
2. They must then click on the **Sign As Authorised&#xA0;**&#x62;utton.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eb9biENz5auArftVdobzy_o2sxupl8z1zxmslpoydenepqoufqutnnna1.png" size="87" isUploading="false" initialPath="assets/O2SXupL8Z1zxmSlPoyDeNePqOUFQutNNNA_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/O2SXupL8Z1zxmSlPoyDeNePqOUFQutNNNA_1.png" position="flex-start" showCaption="false" indent="2"}
:::

:::WorkflowBlockItem
If successfully validated, the Admission Reconciliation Record will be marked as **Completed** and the continued medications will be applied to the MedChart as authorised prescriptions.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/lvTpKktJy16ldlFAI1xwc_3micjqi95zxjsbtusbiapmjmpyme8bdbg1.png" size="62" isUploading="false" initialPath="assets/3mICJqI95zxjSBTUSBIapMjmpY_me8BDBg_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/3mICJqI95zxjSBTUSBIapMjmpY_me8BDBg_1.png" position="flex-start" showCaption="false"}
:::

:::WorkflowBlockItem
The system will also allow providers to sign a record that includes no medications and or no medications that are to be continued for Patient's inpatient care.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UIUD8hkeD6V2eWSUc5JrH_nfkfakzx4eaqvaimgrzvtx9znrx3wegqiq1.png" size="52" isUploading="false" initialPath="assets/NfkfAkzX4EAqVAimgrzvTX9ZNRx3WEgQiQ_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/NfkfAkzX4EAqVAimgrzvTX9ZNRx3WEgQiQ_1.png" position="flex-start" showCaption="false"}

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/yrz6qHsODwdUULeufWntq_t5pij2hv5evrxfxv088iywjlhma6yghcja1.png" size="54" isUploading="false" initialPath="assets/t5Pij2hV5EVRXfXV088IYwJLHMA6yGHcjA_1.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/t5Pij2hV5EVRXfXV088IYwJLHMA6yGHcjA_1.png" position="flex-start" showCaption="false"}
:::
::::

:::hint{type="info"}
**Note:&#x20;**&#x20;If there was an error during the signing and or submitting of the record for review, an error message will be displayed to the user.
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QlPamlb8zPJT0Lwkj4xHL_jtvsdsm5enmsv8ujnuewblxqqfzxihhq.png" size="51" isUploading="false" initialPath="assets/J_TvsdSm5EnmSv_8UJnUeWbLXqqFzXIHhQ.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/J_TvsdSm5EnmSv_8UJnUeWbLXqqFzXIHhQ.png" position="flex-start" showCaption="false"}

:::

## Auto-Creation of Tasks

Upon submitting the Admission Reconciliation for review and or final approval, a task will be auto-created for the individual or group selected.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/6jpWhvrn6k5DlBCyYjI-6_qt5cjq2gu9uygwoboyq-6ezfv75vdlxlvg.png)

When a group is selected, tasks are sent to all group members. Any member that received the task can review the Admission Reconciliation. If a member accessed the Admission Reconciliation and it has already been reviewed by another member, then they should see the Record in read-only view, and their task will be automatically closed. 

When a task is sent to the group (if group is selected for reviewing or group authorisation), in order to see the task in their **Task List&#xA0;**&#x77;indow in Profile, the users need to set a **Task filter&#xA0;**&#x77;ith the **Holder&#xA0;**&#x6F;ption set to **Me and my groups**.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SHb8MhTIY61JFU4oT1hFy_em7rhf0jgjgit5zrcccwsi6eoudillpynq.png" size="73" isUploading="false" initialPath="assets/em7RHf0JGJgIT5zrCCCWsI6eoUdILlpynQ.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/em7RHf0JGJgIT5zrCCCWsI6eoUdILlpynQ.png" position="flex-start" showCaption="false"}

*Table 5 - Task Properties*

| Task Properties       | Expected Value when Auto-Created                                                                                           |
| --------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| Subject               | Admission Reconciliation \[Description Name]                                                                               |
| Holder                | Drop-down:<br />* If **Group** is selected = Group
* If **User&#xA0;**&#x20;- Provider/User<br />Text Field: Name or group |
| Patient               | Patient Name                                                                                                               |
| Due                   | Date of creation                                                                                                           |
| Status                | Pending                                                                                                                    |
| Creator               | Default to user who has submitted request                                                                                  |
| Priority              | High                                                                                                                       |
| Explanation and Links | Link to the Admission Reconciliation tab for patient                                                                       |

*Example of a Task Sent to Group for Reviewing*::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/SBsCuMmJv0jgiuMeaDW6t_wf9opirxpce9ikx3hljuis3gcaqpsxwefw.png" size="68" isUploading="false" initialPath="assets/Wf9OpIRXPCe9IKX3HLJUIs3gcaQPSxwEFw.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/Wf9OpIRXPCe9IKX3HLJUIs3gcaQPSxwEFw.png" position="flex-start" showCaption="false"}

*Example Task Sent to Individual Reviewer*

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0RzbCXUFuv9WLLPeFEd9n_s1os48fehngpw2hhvvr-avganq408xtw.png)

*Example Task Sent to Provider*
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MIDhoZVnVxk9CsvZR7Z_F_1zmrpuo9pmhvjjp-ams1nek5dtleb7tjla.png" size="71" isUploading="false" initialPath="assets/1ZmrpUo9pmhvjJP-aMS1NeK5DTLeb7tjlA.png" githubPath="en/Medication Management/Inpatient Medications/Admission Medication Reconciliation/assets/1ZmrpUo9pmhvjJP-aMS1NeK5DTLeb7tjlA.png" position="flex-start" showCaption="false"}

## Load to MedChart

After the Admission Reconciliation is signed as approved by the provider, the admission reconciliation medication list is loaded to the Patient's MedChart in Profile. 

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/L4tf2QjoaSHLBg9dvrR9C_fqzkndsdc8lyf4gvvbqr1ihk1fsai3eba.png)

- **Author&#xA0;**&#x63;olumn: Should list the name of the user that edited the Admission Reconciliation list.
- **Orderer&#xA0;**&#x63;olumn: Should list the name of the user that signed the Admission Reconciliation as Approved.
- **Signed By** column: Should list the name of the user that signed the Admission Reconciliation as Approved.
- **Signed&#xA0;**&#x63;olumn : After the provider signs the Admission Reconciliation as Approved and the Medication List from the Record is loaded to MedChart, the value in this column should change from **No&#xA0;**&#x74;o **Yes**.

# Learn More

For more information on Profile's Inpatient Admission Medication Reconciliation featureplease click on the article links below:

- [Start Admission Medication Reconciliation in Profile](docId\:efZr4pOlC23WyWHlC6WoQ)
- [Submit or Sign the Admission Reconciliation Record in Profile](docId\:AP4AZBX8csbJWHvuQXozy)
- [Configure and Setup the Admission Medication Reconciliation Feature in Profile](docId\:JQNuRrfMfZw4TAW-mCoAA)
- [FAQs: Admission Medication Reconciliation](docId\:C3uttCinfW0EQgYiUglvg)
- [Profile's Admission Reconciliation Feature](docId\:slyQIBTh24JMY5c__eG2m)
