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Kareo Help Center

Add Patient Drug Formulary

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 chart, providers can easily decide between drugs by viewing the formulary information. 

Navigate to Patient Chart / Account

  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 Account in the left menu. The Account  page opens.

Add a Formulary Plan to the Patient Chart

  1. Click the Insurance  tab. A list of the patient's insurance displays.
  2. Click Edit to the right of the insurance to which you want to add a formulary.
  3. Under the Insurance  section, locate the insurance policy and click the Other Info  tab.
  4. Click Edit on the right.
  5. Enter the first 3 letters of the formulary in the Formulary Plan  box.
  6. Click to select the Formulary Plan from the auto-populated results.
  7. Click Save Other Info.




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