Please note that authorization to certain features is dependent on your assigned role / access level. If you have questions, concerns, or find that you do not have access to something that should be available to your assigned role, please contact your site administrator for support.
Logging In
- You will receive an invite from your site admin to your email address
- You will receive a temporary password and link to set up security questions
- Once set up, you will go to www.homemeds.org
- Input userID (email address) and password into sign up page
- Please reach out to site admin for support or questions
Account Overview
- In the far-right corner, hover over the profile icon to find options to click on: Account, Security Questions and Log Out
- Security questions are important as they determine how you can reset your password
- To upload a photo and view the sites available to you, click on Account option
- On the bottom of the Account page, you will see your credentials and can update them if needed
Account | Update Password
- in the far-right corner, hover over the profile icon to find 3 options: Account, Security Questions and Log Out
- Click on Account and scroll down to the Credentials sections
- Click on the blue Update button under Password
- You must enter the current password to create a new password and confirm the new password
- For a password to be valid, you must follow the password criteria listed. Once a criterion is met, it will turn green
- Click Save to update your password
Site Navigation (Dependent upon your access level or user permission)
- Patient Dashboard – First tab you will land on once logged in
- People – List of patients and staff you have access to
- Reporting – Data reporting options and patient query
- Admin – Viewing staff (most will only have access to the configure tab)
- Search Function – Search by first name and/or last name, birthday, patient site ID, etc.
Dashboard: (Dependent upon your access level or user permission)
- First tab you will land on once logged in
- Patients will only appear on dashboard if they are going through an assessment with you, or if the assessment is assigned to you by an administrator
- Once an assessment is published, the pharmacist will be reviewing the information and can no longer be edited. Only in a draft form can it be edited
- You can filter the dashboard alphabetically, numerically, etc. by clicking on the arrow next to the tables (name, phone number, email, assessment status, etc.)
- Please scroll to the bottom of the page to see if there are multiple pages. You must go in and filter each page individually for a complete filtered list
People Table Overview: (Dependent upon your access level or user permission)
- Can view active status
- Can view People type (patient, pharmacist, etc.)
- Search function by first and last name
- Click Add New to create new patient record, if you are an administrator, you will have the ability to add other People type and assign patients to staff.
- Administrators can hover over patient name, identifier, email and status to access/edit/assign assessments and view patient information
- Administrators can edit users by clicking on the pencil icon on the right
People Table | Assign Users to Multiple Sites (Access available only for site administrators)
- Go to People’s table and from the service side, select the appropriate People type based on their service
- Click on the three dots on the right to assign to a specific staff
- Select appropriate site rule
- Assign site to staff by first name and last name and save
- For questions and additional support, email homemeds@picf.org
People Table | Edit User (Access available only for site administrators)
- Select on People Tab
- Search for the name you would like to edit and click on the edit/pencil icon on the right side of the table
- Once clicked, you can make whatever changes you would like
- Save
Patient Profile Overview
- Select People Table
- Search by First and Last Name or sorting functionality
- Click on the patient profile where you can find all their personal information, contact information, address, assigned staff information, and more.
- All required fields are starred
Patient Profile | Add New User/Patient
- Navigate to People table
- Click on the ADD NEW button on the upper right-hand corner
- Select Patients in the drop-down menu of User Type
- Add First Name, Last Name and Date of Birth
- If you have multiple sites, pick the site
- Click on SAVE
- If you are an administrator and need to add a different User Type, you will follow the same process, pick what site you want, and you will be able to add the user in the same way.
Patient Profile | Add Address
- Find the specific patient profile by navigating through the People’s table
- Scroll down to the Address Section and Click on Add Address
- Enter address
- You can add multiple addresses, but you must have one primary address for the patient
- Click on Save after you have filled out all the required information
Patient Profile | Add Staff
- Currently, only site administrators can Add Staff
- Find the specific patient profile by Navigating through the People’s table
- Scroll down to the staff section and click on Add Staff
- Search by First or Last Name or alternatively click on Search and you will find the names of all staff, and you can choose from the list.
- Add the staff to the patient profile by clicking on Assign
- Click SAVE
- If you don’t have access to this and believe you need access, please reach out to the site administrator
Patient Profile | Add Provider
- Find the specific patient profile by navigating through the People’s table
- Scroll down to the provider section and click on Add Provider
- You must enter at least three different criteria
- Click on Search and find your provider.
- Link Provider and then Save
Patient Profile | Add Pharmacies
- Find the specific patient profile by navigating through the People’s table
- Scroll down to the pharmacies section and click on Add Pharmacies
- Enter the search criteria
- Click on Search and find your pharmacy
- Link pharmacy and then Save
Assessment | Create Assessment
- Find the specific patient profile by navigating through the People’s table
- If you have the right permissions, you will be able to click on the blue Create Assessment button in the upper left-hand corner of the patient profile
Assessment | Add Drugs and Medication
- Navigate to a Patient Assessment
- Scroll down to the Drugs and Medication section
- Select Add Medication and enter in information about the drug and medication
- Only required field is NAME, but it is recommended to provide more information if possible
- You must add at least 3 letters in the NAME section for it to populate search results, which will be listed in alphabetical order
- Many drugs and medications will have the same name, please scroll through the search results to find the specific drug/medication
- Medication notes can be used for notes to pharmacist if medication cannot be found or if there are other information to be shared.
Assessment | Add Conditions
- Navigate to a Patient Assessment
- Scroll down to the Conditions section
- Enter the name of the condition
- You must enter in at least 3-4 letters for it to populate search results, which will be listed in alphabetical order
- Select the condition to add
- If you would like to remove a condition, click the X button
Assessment | Add Allergies
- Navigate to a Patient Assessment
- Scroll down to the Allergies section, which will be on the bottom of the page
- enter the name of the allergy in the search bar
- You must enter in at least 3-4 letters for it to populate search results, which will be listed in alphabetical order
- Select the allergy to add
- If you would like to remove an allergy, click the X button
- In the notes section, mention patient reactions from the allergies (ex. Patient gets hives from eating shellfish)
Assessment | Uploads
- This feature is NOT required to complete assessment
- Navigate to the bottom of the assessment page to find upload function. This supports uploading up to 5 files to each assessment, each file can be a max size 8MB, and the types of files supported are doc, docx, pdf, and txt
Assessment | Save As Draft
- Navigate to the Patient Profile and click on the blue Create Assessment button
- Enter in all the required fields
- It is required to add one drug/medication at minimum
- Click on Save as Draft. You can still edit the assessment in draft form.
Assessment | Publish Assessment
- Navigate to the Create Assessment button and enter in all the required fields
- You will see a blue Publish button in the upper right-hand corner next to Save as Draft
- Once in the published state, you can no longer edit the assessment. You can only edit if it is saved as a draft
Assessment | Complete Assessment
- Site Admins or Pharmacist are the only ones with the ability to move an assessment from a draft form to a published state
- You can Navigate to the assessment table to review the status of all patient assessments, or alternatively you can go the patient dashboard, search for the patient, and view their assessment status
- Click on edit to make changes or to add information
- Once all required fields are completed and you have reviewed the information, click on complete to move assessment to a published state
Assessment Table
- Navigate to the People’s Tab, search and select the patient, and be navigated to their assessment
- You will see two tabs in gray called Personal Information and Assessments, click on Assessments
- You will see if assessments have previously been created for the patient
- There are multiple tabs on the top, all which are different ways to view the table
- Published will show the published assessments, drafts will show the draft assessments, and ALL will show all assessments
- To the right, depending on if you have access, there will be a pencil icon that allows you to edit draft assessments.
- If you have access, you may also be able to reassign the assessment to a different staff member
- If you do not see any assessments in the table, the patient most likely does not have any assessments created yet
Alerts
- Navigating to Alerts can be done through the dashboard or through the patient profile
- Selecting Assessments will navigate you to the patient’s assessment table
- If alerts have been generated, you will see a red button with the word resolve and the number under of alerts total that was created for the assessment
- Clicking on the red button will take you to the assessment page, view the alerts and take actions depending on how your site operated and what you have access to
- Only Pharmacist have permission to resolve alerts. NOT RESOLVED state is for staff to input information for the Pharmacist
- Selecting RESOLVED under STATE will close out an assessment
- There are several options to choose from under LAST ACTION that should correspond with the STATE. If there are no LAST ACTION options, utilize the NOTES section to share information
- Click Save
Reporting Overview
- Navigate to Reporting tab
- On the left-hand side, you can see the different report types
- You can view reports, download/export information, filter by date, and more.
- Some reports may need you to select a site for information to be generated