Managing patient medications effectively is vital for quality healthcare documentation and patient safety. This comprehensive guide outlines the processes for document, prescribe, adjust, refill, stop medication. By following these instructions, healthcare providers can streamline medication management, ensure compliance, and maintain thorough patient records. From handling electronic refill requests to adjusting existing prescriptions, this guide covers all essential commands and fields, making it a valuable resource for maximizing Canvas's capabilities and improving patient care workflows.

User Guides

Medication Statement | Documenting Historical Medications

The Medication Statement command is used to document historical medications a patient is taking that were not prescribed by the provider. It ensures the patient’s medication record is complete.

Prescribe | Prescribing a Medication

The Prescribe command allows healthcare providers to issue new prescriptions for both controlled and non-controlled substances.

Process

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Prescription signing can be restricted to Provider's only. Please refer to Prescribing Restrictions for further details

Drug and Allergy Interaction Checks

When prescribing or documenting a medication, Canvas performs drug to drug and drug to allergy checks and displays within the command. Interaction warnings can also be controlled in admin

By default Canvas shows all Drug/Drug Interaction Warnings as well as all Allergy Warnings. However, this setting can be adjusted at the organizational level in settings.

EPCS + DrFirst | Prescribing a Controlled Substance

Controlled substances are prescribed in Canvas through the DrFirst integration

Signing Screen

If several scheduled medications are being submitted in the same note, a new validation window will show for each medication.

Ordering DMEs

DMEs Using a Letter

The Letter feature is ideal for ordering durable medical equipment (DMEs), providing flexibility and comprehensive documentation.

Steps:

Frequent DME orders can be simplified using letter templates, reducing errors and saving time.

Key Benefits:

DMEs Using the Prescribe Command

For simple orders like syringes or lancets, use the Prescribe Command for quick electronic submission.

Refill | Refilling a Medication

This command provides the ability to easily issue a prescription refill for any medication on the current Medication List. This process is possible both manually through a chart note and electronically with requests from the pharmacy

Manual Medication Refill

If an ERROR status is given, refer to Prescription Errors

Electronic Medication Refill

Pharmacies have the ability to electronically request a refill for a patient's medication. 

Approve or Deny Electronic Refill

Total quantity, directions, and pharmacy cannot be modified in electronic requests. If updates are needed, deny the request and issue a new prescription.

Adjust Prescription | Adjusting a Current Medication

The Adjust Prescription command allows the user to adjust existing medications

Stop Medication | Discontinuing a Medication

Documenting the completion or cessation of historical medications is an important part of high quality charting.

Compound Medications

Creating a new compound medication in Canvas Medical involves defining its composition, dosage, and usage parameters in the settings. This process ensures that compound medications are accurately represented and managed for both clinical and pharmacy workflows. This guide walks you through the steps to create and configure compound medications in the system.

To use the compound medication feature, the compound medication admin setting and the Prescribe and Refill SDK commands need to be enabled.

For setup assistance, contact Canvas Support at support@canvasmedical.com or submit a ticket via Pylon.

Adding a Compound Medication

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Prescribing a Compound Medication

Compound medications are prescribed the same as standard medications through the Prescribe command. However since this is a compound medication, there will not be any interaction checks due to the custom nature of the ingredients. There will be a prompt under the medication stating Interaction checks cannot be performed for free-text compound medications.

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Refilling a Compound Medication

Refills for compound medications are completed the same as standard refills. Compound medication refills will also include the Interaction checks cannot be performed for free-text compound medications beneath the selected medication.

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Updating a Compound Medication

Adjustments to a compound medication are also managed in the Practice: Compound Medications settings. To update a medication, mark the existing compound as inactive and create a new entry with the necessary changes.

Prescription Statuses

Once a medication is sent a badge of the prescription status will display next to the command's triple dot menu.

EPrescribe

🟢 Accepted

Prescription has been sent and accepted

🟠 Pending

Prescription is being communicated to the pharmacy but will ultimately be accepted. Usually this updates to Accepted almost instantly, but at times it can take hours.

🔴 Error

Prescription was unable to be transmitted to the pharmacy

EPCS | Controlled Substances

🟠 Pending

Prescription is in the process of being signed and sent to the pharmacy in DrFirst

🟠 Received

Prescription has been received by DrFirst but has not been signed

🟠 Transmitted

Prescription has been transmitted to the pharmacy

🟢 Delivered

Final verification the prescription was accepted by the pharmacy

🔴 Error

Transmission resulted in an error or was rejected by Surescripts or the pharmacy

🔴 Cancelled

Prescriber exited the signing window without signing the prescription

Prescription Errors

If a prescription errors, the items listed below are helpful for basic troubleshooting. Hover over the Error badge next to the triple dot on the command for further details.

If the reason for error cannot be determined, please reach out to Canvas Support via a Pylon ticket form

When resending the medication a new command will need to be created. The prescriber should either use the Refill or Stop Medication command before prescribing a second time to avoid duplicates in the patient chart

References

Due to the ever evolving nature of our product, recorded videos may be slightly out of date.

Medication Statement

Prescribe | Non-Controlled

Prescribe EPCS | Controlled Substances

Refill

Adjust Prescription

Stop Medication