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Kareo Help Center

Document a Medication Reconciliation

Medication reconciliation is a formal process of obtaining and verifying a patient’s current medications following a transfer of care to your office. After you have confirmed with a patient that medications on the Active Medications list are accurate and up to date,  a medication reconciliation can be documented in a clinical note. The person who performs the reconciliation, as well as the date and time, will be recorded. Conducting a medication reconciliation also helps meet Meaningful Use criteria. For Meaningful Use, once the clinical note has been signed, medical reconciliation data is pulled into Meaningful Use reporting.

Navigate to a Patient Note

  1. Enter the first 2–3 letters of the patient's name in the top search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet  opens.
  3. Click on a note to open it. The Note page opens.

Document a Medication Reconciliation

For Meaningful Use Reporting

  1. Check the "Receiving" box on the bottom task bar. A message appears that says "To complete this as a transition of care document, you must perform medication reconciliation within 24 hours of the visit."
  2. Click OK in the Message window. 
  3. Go to the Medications link in the note. The Medications window opens.
  4. Click the "Medication reconciliation performed" box and click Close.






  1. Click the refresh icon next to the Medications  link. The medication reconciliation information appears under the Medications section of the note.

    Medication reconciliation data will be pulled into your Meaningful Use reporting once the clinical note has been signed.

    Medication reconciliation details can also be viewed on the patient's Medications List.

Without Meaningful Use Reporting

  1. Click the Medications link in the note. The Medications window opens.
  2. Check the "Medication reconciliation performed" box.
  3. Hover your mouse over "Medication reconciliation performed" to view the details.

    Medication reconciliation details appear on the patient's Medications List  but are not included in Meaningful Use reporting.




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