Skip to main content
Patient charts

Managing Patient Medications

Where to find the medication list, what you can edit, and the status values (Current, Titration, Tapering).

After a session, Nextvisit can propose medication and diagnosis changes. The Review proposed chart changes dialog lets you Accept, Reject, or Modify then Apply changes.

Auto-apply Chart Changes in AI Features applies those proposals without the review step.

If you Accept a change whose chart row was removed, the product shows: This chart entry is no longer on the patient chart. That proposal stays in the list.

What you can do

After completing at least one session with a patient, you can:

  • Add new medications
  • Edit existing medications (dosage, frequency, status)
  • Delete medications that are no longer relevant
  • Print the complete medication list for patient records or referrals
  • Switch an agent with Switch / Switch agent

Where to find patient medications

  1. During an encounter or progress note: Look for the “Medications” section in the right sidebar when medications were discussed in the session.
  2. In the patient chart: Navigate to the patient’s chart and click the “Medications” tab for a full view.

Switch agent

On the Medications tab, Switch opens Switch agent. A row control labeled Switch agent opens the same dialog with that medication selected.

  1. Choose Switch from and Switch to
  2. Click Propose schedule
  3. Accept, Modify (Save modified plan), or Reject (Reject plan, with a reason)

After Accept or Modify, the product shows: Switch accepted; outcomes are due on day 30 and day 90. (or Modified plan saved; outcomes are due on day 30 and day 90.)

When those dates arrive, Switch outcomes due offers Record. The dialog title is Day 30 outcome or Day 90 outcome.

Editing medication details

Click any medication to open a detailed view that includes:

  • Medication name and generic equivalent
  • Dosage (e.g., 10mg)
  • Formation (tablet, capsule, liquid, etc.)
  • Frequency (once daily, twice daily, as needed)
  • Start date and stop date (if applicable)
  • Status options including Current, Discontinued, Titration, Tapering, or Unknown
  • Prescriber information
  • Comments section for additional notes like “Take for sleep before bedtime”
  • Drug interactions and warnings when applicable

Medication status options

  • Current: Patient is actively taking the medication
  • Discontinued: Medication has been stopped
  • Titration: Dosage is being gradually increased
  • Tapering: Dosage is being gradually decreased
  • Unknown: Status needs clarification

AI confidence indicators

Nextvisit AI shows confidence levels for automatically captured medications. Look for confidence percentages and controlled substance indicators where applicable.

Notes

  • At least one completed session is required before you can manage a patient’s medications
  • Review and confirm medication details before finalizing documentation
  • Use “Mark Incorrect & Remove” if the AI captured incorrect information
Did this help?

If something is still not working, the team is one email away.

Email hello@nextvisit.ai with the encounter ID, your workspace, and what you were trying to do. Real responses in hours, not days.

Live in 2 weeks or less BAA signed by default