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Kareo Help Center

Add Patient Drug Formulary

Updated: 01/18/2020
Views: 948

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. 

Access Patient Insurance Case

  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. The Account page opens.
  4. Click the Insurance tab. The Insurance page opens.
  5. Click Edit. The Edit Insurance Case page opens.
Platform_InsuranceCase_Edit.png

Add Formulary Plan

  1. Click the Other info tab under the policy.
  2. Click Edit. The Formulary Plan editor opens.
  3. Enter the first 2-3 letters of the Formulary Plan name  and select it from the auto-populated results.
  4. Click Save Other Info.
  5. Click Save & Finish when all information is added. 
Patients_Account_Insurance_Formulary.png
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