Patient-Reported Medication Changes Now Require Provider Review

What’s New

• Medications marked as discontinued by patients via LEAP or Digital Check-In are visually flagged in the Current Medications list.

• A banner displays the total number of patient-marked discontinued medications.

• A Review button opens the Review Patient Changes popup.

• The popup lists only medications requiring provider action.

• Providers must select either Move to Past or Ignore for each medication.

• A Move All to Past option is available for bulk selection.

• Audit logs capture both patient-reported and provider actions in chronological order.

• Workflow is available in both the Current Medications tab and Treatment Plan (Provider Note).

How It Works 

• A patient marks one or more medications as discontinued via LEAP or Digital Check-In.

• In Current Medications, the system:

  • Displays an indicator icon next to each flagged medication.

     

  • Shows the tooltip: “Patient marked discontinued – needs review.”
  • Displays a banner with the total count of flagged medications and a Review button.
• When the provider selects Review:
  • The Review Patient Changes popup opens. 
  • Only flagged medications are listed. 
  • If the patient entered a discontinuation reason, it is displayed. 
  • If no reason was entered, the reason field is omitted.

• The provider must choose one of the following for each medication: 
  • Move to Past 
  • Ignore 

    Optional: Selecting Move All to Past preselects that option for all medications, but individual changes can still be made before saving.

• Upon saving: 
  • Move to Past → Medication follows the standard discontinue workflow and moves to Past Medications. 
  • Ignore → Medication remains in Current Medications. 

• Audit Behavior: 
  • The system logs the patient’s discontinuation action first. 
  • The provider’s review decision is logged afterward. 
  • The patient-originated log remains preserved regardless of provider selection. 
• If another action (Fill, Refill, Represcribe) occurs before review completion: 
  • The medication is removed from the Review list.

Benefits

•  Ensures timely provider review of patient-reported medication changes.

• Maintains medication list accuracy while preventing unintended removals.

• Provides clear visual indicators and structured reconciliation actions.

• Preserves a complete audit trail of both patient and provider activity.

• Maintains consistent workflow across Medication List and Treatment Plan interfaces.