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CareLogic
Allergy & Medication Modules Training
(Not DrFirst)
CareLogic Enterprise:
Training Guide
Allergies Module
You can enter consumer allergy records either through the CareLogic Allergies module or
through eRx. Regardless of where an allergy record is entered, the record will automatically be
uploaded to both systems.
Step
Procedure for adding an allergy
(5 steps)
Step 1:
Perform a Client Search or access a consumer from your caseload.
Step 2:
Click the ECR button that corresponds to your consumer.
Click Show Menu in the shortcut bar. Then click on Allergies.
If the Client has No Known Allergies then Click on the No Known Allergies button.
Step 3:
Click Add Allergy in the status bar. The Client Allergy Entry page appears.
Step 4:
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In the Allergy Type field, use the drop-down list to select the type of
allergy record you are creating. Some example allergy types are
medication, food, insect, material, and animal. The options that appear in
this list are set up by your system administrator through the List Modifier.
DO NOT USE the ‘Medication Allergen’ Dropdown
The Description field is used to select a description of the client’s allergy.
In the text entry field, enter the full or partial description, press Tab, and
then use the drop-down list to select the desired option.
Select the radio button to indicate whether this record pertains to an
allergy, an adverse reaction, or a sensitivity.
If you are creating a sensitivity record, use the drop-down list in the
Sensitivity Type field to select the type of sensitivity record you are
creating. The options that appear in this list are set up by your system
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administrator through the List Modifier.
 In the Comments field, enter any comments or notes about the client’s
allergy. This entry can be up to 500 characters.
 In the Begin Date field, enter the first date the allergy record becomes
active in the system. This entry must be in the following format:
mm/dd/yyyy. You can either manually enter a date or click the Calendar
icon to select a date from the popup window.
 In the End Date field, enter the last date the allergy record is active in the
system. This entry must be in the following format: mm/dd/yyyy. You can
either manually enter a date or click the Calendar icon to select a date from
the popup window.
Click Submit in the status bar. A red text will appear with the client name at the
top of the page indicating ALLERGIES. If indicated that there are No Known
Allergies, text will appear as NKDA.
Step 5:
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Medications Module
Step
(7
Procedure for Adding Medications
steps)
Step Go to Consumer’s ECR and click on Medications.
1:
Step Click on Add Medication
2:
Step
3:
The next screen to appear will be the Client Medication Entry.
Enter in the Begin Date, Medication Name, Dosage, Sig, Amount, Refills, and
Prescriber Name. There is also a Comments box to indicate any notes or side effects.
Once you have completed entering the Medication/Prescription, type in your ESignature and click Submit
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Step
4:
After clicking Submit, you will be brought back to the Medication List and you will see
the Medication that has been added.
From this screen you can manage the medications by using the Copy, Refill, and
Discontinue buttons
Step
5:
To Discontinue a medication, click on the Discontinue button. Enter the Discontinue
Date, Reason, and E-Signature and click Submit to save
Step
6:
The Medication will now show as Discontinued. *Note – Use the Copy button if a
change to the medication is needed such as dosage and/or frequency
Step
7:
If a Medication has refills indicated, use the Refill button to update the medication
prescription refill.
Click on Refill and you will notice that the number of Refills has changed to 0
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Click Submit
You will then see that the Medication with 0 refills has been added. Note: If using the
Refill option, you will need to discontinue the previous prescription so that they
do not appear as duplicates
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Medication Administration Record (MAR)
The Medication Administration Record (MAR) is the module that serves as a legal record for
the medications administered to consumers at your organization. Once a MAR record is
created, a nurse or other qualified staff member must observe the medication being taken and
then complete the MAR record. Each medication record that is created must be electronically
signed by the qualified staff member at the time the medication is observed being taken by the
consumer. After a medication is administered to a consumer, it appears in read-only mode
through the consumer’s MAR. All staff members who have access to the consumer’s ECR will
have access to the consumer’s read-only MAR.
Step
(4 steps)
Procedure for creating an MAR entry
Step 1:
Perform a Client Search or access a consumer from your caseload.
Step 2:
Click the ECR button that corresponds to your consumer.
Click Show Menu in the shortcut bar. Then click on MAR Entry.
Step 3:
The Medication Administration Record data entry page appears. This page lists
all of the medications that have been ordered for the selected consumer. The
following fields are required: Date, Time, and Type. The Comments field is
required only for missed and STAT records.
 In the Date field, enter the date the qualifying staff member administered or
observed the consumer taking the medication. By default, this field is populated
with the current system date. If desired, a past date can be entered in this field.
 In the Time field, enter the time the qualifying staff member administered or
observed the consumer taking the medication. By default, this field is populated
with the current system time. If desired, you can enter a different time. Note:
The Medication field lists the name of the medication that has been ordered
for the consumer.
 Count field - Enter the number of pills given, or the dose of liquid given.
 The Prescriber field lists the name of the staff member who ordered the
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medication.
 Type - Select Observed or Administered.
 Site - If the medication is not taken orally, use the Site field to identify the
location where the medication was given. For example, if the medication is to
be given as an injection or as a cream, indicate the place on the consumer’s
body where the medication was administered.
 Missed check box - If the consumer was not available at the time the
medication was to be taken, select the Missed check box. If this check box is
selected, you must enter a note or comment in the Comments field. When this
option is selected, the system automatically sends an informational alert to the
signing staff member so an Incident Report can be completed.
 If this medication was given as an emergency response, select the STAT
check box. If you select this check box, you must enter a note in the
Comments field.
 If the medication is STAT or the consumer missed the medication, you must
enter an explanation or note in the Comments field. For all other medication
records, this field is optional. This entry can be up to 100 characters.
 The Signature field is used to electronically sign the medication record after it
is administered to the consumer or you observe the consumer taking it. Each
medication record must be signed individually.
Click Submit in the status bar. The medication record is saved and listed on the
Medication Administration Record list page. Exit by selecting another menu
item.
Step 4
Step
(3 steps)
Procedure for viewing the MAR.
Step 1:
Perform a Client Search or access a consumer from your caseload.
Step 2:
Click the ECR button that corresponds to your consumer.
Step 3:
Click Show Menu in the shortcut bar. Then click on MAR.
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
This page is divided into the following three sections.
1. Client Information. This section lists general information about the
consumer, such as the consumer’s name and ID number, any known
allergies, the admission date, the discharge date, the consumer’s sex,
date of birth, Social Security number, treatment diagnosis, and the
treatment program the consumer is currently enrolled in. If a picture of
the consumer was uploaded into the system, it is also displayed.
2. MAR Date Range. By default, the date range is set to the current
system date. This means the MAR list displays all active records. If
desired, you can enter a past date range to view inactive MAR records
for a specific date range. In order to do this, enter the desired date
entries in the Report Begin Date and Report End Date fields and click
Submit in the status bar.
3. MAR. This section lists all of the medications that have been
administered to the consumer over the defined date range. All STAT
medications are displayed in red text. For each medication, this section
lists the date and time it was administered, the name of the medication,
the quantity remaining, the staff member who administered the
medication, the staff member who prescribed the medication, the
consumer’s vital signs at the time the medication was administered,
whether the medication was administered to the consumer by a
qualifying staff member or whether a qualifying staff member observed
the consumer taking the medication, the site or location where the
medication was injected, whether the medication was missed because
the consumer was not available, whether the medication was given
STAT, and any comments associated with the administration of the
medication.
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