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Kareo Help Center

Add Drug Formulary to Patient Record

A formulary is a list of prescription drugs covered by a drug benefit plan. Patients pay co-pays for drugs that are on formulary. For drugs that are not on formulary, patients must pay a larger percentage of the cost of the drug. When a formulary plan has been added to a patient's record, it supports the provider in prescribing the most appropriate, cost-effective medications. 

Navigate to the Patient Account Tab

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Account in the left menu. The Account page opens.


Add a Formulary Plan 

  1. Click the Insurance tab at the top of the window. A list of the patient's insurances displays.
  2. Click Edit on the right of the insurance policy name. The Edit Insurance Case window opens.


  1. Click the Other Info tab on the appropriate insurance policy. Formulary Plan information displays.
  2. Click Edit on the right. The formulary plan editing form opens.
  3. Enter the first 2-3 letters of the Formulary Plan name in the field provided and select it from the auto-populated results.
  4. Click Save Other Info.



  1. The formulary plan editing form closes and a Formulary Plan summary displays under the Other Info tab.
  2. Click Save and Finish at the bottom of the window. The Edit Insurance Case window closes and the formulary plan is saved in the policy.