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Case Binder: Medications

  • Aug 13, 2025 2:35 PM UTC
  • Aug 28, 2025 8:04 PM UTC
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Ensora Education Team
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Permissions Required: Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, or Staff Therapist Permissions assigned in order to manage Case Binder.

 

Case Binder: Medications

The Medications tab allows you to maintain a medication list for a group of patient cases. This will enable the same medication list to be accessed between multiple cases.

Case binders also have the flexibility to have different medication lists for different groups of cases. We dont anticipate that this will be used often, but flexibility is offered. In a typical scenario, we envision all patients in a binder belonging to the same Medication List.

BinderMed1.png

The Medications tab shows a drop-down with all of the created Medications groups. Selecting a group shows the cases that are assigned to this particular group. Above we have a group called Medication List with three cases assigned to it.

Note: A case may only belong to a single medication group.

The right-click menu has the following options:

BInderMed2.png

Medication Menu

Add New Group

Allows you to add a new Medication Group

Edit Group

Allows you to edit the currently-selected Medication Group

Delete Group

Deletes the currently-selected Medication group.

Review Medications

Allows you to review the Medication List for this group.

Refresh

Refreshes the current screen and brings in any

changes another user may have made while you were looking at the screen.

Close

Closes the screen.

 

BinderMed3.png

When Adding or Editing a group you will be presented with the above screen. The Name is used to identify this medication list. The Case list allows you to select which cases you wish to put in the group. Any case that appears in orange is already part of another group and may not be added to this group. The Comment is for you use to describe the group.

Selecting Review Medications will bring up the following screen:

BinderMed4.png

This screen shows this particular medication lists history. The top portion is the detail of the medication list as set when we set up the list. The grid section of the screen shows the medication lists history. Here we see we asked about the patients medications on 12/1/2015 and again on 12/4/2015. Each time, the patient reported that they were taking Asprin Orally 1x Day.

This Medication List is also available from the Charges and Documentation screen from the right- click menu.

The right-click menu from the Medications Review is as follows:

BinderMed5.png

Medications Review Menu

Update History

Allows you to update the medication history.

Remove Medication

Allows you to remove a medication from this medication history.

Refresh

Refreshes the current screen and brings in any changes another user may have made while you were looking at the screen.

Close

Closes the screen.

 

In therapy you tend to see the patient quite often, and the patient’s medication list does not typically change every visit. This screen should make updating the Medication list as quick and easy as possible.

When you select Update History a slide-out lets you choose to display the medications you selected on the patients last 1, 2, 3 or 4 visits.

BinderMed6.png

Selecting Show Last Session brings up the following screen, showing the Medications I chose the last time I updated this history.

BinderMed7.png

Here I can set the Effective Date of the medication and select the medications the patient is currently taking. If you right-click on the grid you can select Add New Medication, which brings you to the following screen:

BinderMed8.png

Add A New Medication

Search Drug

Allows you to search through our database of Medications. We have the full FDA database in the system. Type in the first few letters of the drug name and the result window will populate. Double-click a medication, and it will fill in the Drug box at the bottom.

Search Route

Allows you to search through all the various routes of drug administration. Double-click a route, and it will populate the Route box at the bottom.

Drug

Allows you to type in the name of any drug you wish. This is useful if the drug is new and not in our database.

Route

Allows you to specify the route.

Dosage

Allows you to specify the dosage.

Frequency

Allows you to specify the frequency.

Other

Used for anything else you want to note about the medication.

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