Sync Information from DrFirst into Medication Plan

Path: Main Menu > Treatment Planning Menu > Medication Plan > Medication Plan button

About

In order to see the information you've entered for allergies and medications within Dr. First for a client, you will need to sync DrFirst with the Med Plan.

Sync Allergies and Medications

  1. Navigate to the client's Med Plan by following the path above.
  2. Upon entering the Med Plan, a window is displayed "Would you like to sync this client's meds from ePrescribe into NextStep?" Click the Yes button to pull in the information entered into DrFirst.
  3. Complete the Med Plan as you normally would.

Note: If you clicked Cancel or you are working in the Med Plan simultaneously along with the DrFirst window, when you are ready to bring the information into the Med Plan click the Update (Draft) button to save any work you've started and then click the Sync Meds button to bring over the data from DrFirst.