Prescriptions: Alerts and Reporting

Prescription Alerts are triggered by expiration date and number of visits remaining. You can determine when alerts are generated on the patient’s case. Important: At a Glance Alerts and patient chart alerts in 1.0 will not update with SOAP 2.0 data. Follow the instructions below to manage prescriptions for your patients in SOAP 2.0.

Prescription Alerts in SOAP 2.0 

You’ll receive expires, expiring today, and expired alerts on the patient’s SOAP 2.0 chart. 

• The alert description will show you how many visits remain and/or the date the prescription expires, depending on whether you’re tracking by visits, by date, or both.
  
• You’ll also have a quick view of the Prescription Status in the Case Summary.
  

Establish Alert Window

Let’s review how to set alert triggers for patient prescriptions.

1. Navigate to the patient’s case in 1.0 and select the Edit Prescriptions icon.
   
2. In the Prescriptions pop-up, you can add or edit a prescription. For this example, we’ll update the existing prescription by clicking the Edit icon.
   
3. You can set the following information:
   1. Alerts Days Prior: Choose how many days prior to the end of the prescription you would like to be alerted. This field defaults to 6 days.
   2. Alerts Visits Prior: Choose when you would like to receive the alert based on the number of visits left on the prescription. This defaults to 5 visits. 
4. Click Update and Ok.
   
5. You’ll receive expires, expiring today, and expired alerts on the patient’s SOAP 2.0 chart.

Dismissing Alerts

1. From the Alerts Drawer, click on the Prescription alert.
   
2. Click Delete Alert.
   
3. Ensure (1) Yes is selected and click (2) Apply.
   

How can I track expiring/expired prescriptions?

Track your prescriptions from the Case Summary in the patient’s SOAP 2.0 chart as shown above or through the Prescriptions Analysis Grid in Analytics.  Important: Ensure you have the Analytics Access permission enabled.

Analytics Reporting: Prescriptions

1. Open the Analytics portal by click the icon at the top of your WebPT screen.
   
2. Click on the Reports section in the left menu.
   
3. Navigate to the Visits subsection, and select Prescriptions.
   
4. The Prescriptions analysis grid displays a list of all prescriptions with a start date within the set Date Range.
   
5. Expiration by Date: If you’re looking for expiring prescriptions, sort the Prescription End Date column by clicking on the column header and choose Sort A-Z. This will order the prescriptions with the soonest expiration date first.
   
6. Expiration by Visits: If you’re looking for prescriptions with a few remaining visits, sort the Available Prescribed Visits column by clicking on the column header and choose Sort A-Z. This will order the prescriptions with the fewest available visits first.
   
7. When you’ve identified the patients who need updated prescriptions, you can click on the Patient Name to be navigated to their chart.
   
8. Tip: Quickly remove discharged patients from this list by filtering by Case Status using the steps shown below.
   1. Click on the Case Status column header and select Filter.
   2. In the Filter window, use the (...) button to select Active. 
   3. Click Add. 
   4. The filter ensures that only patients with active cases appear in the report.
      
9. Want to save time? Try using the Saved Report functionality to maintain your filters and sorting views. Click here to learn more.