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Your clinic prescribes the same forty-odd medications week in, week out. Instead of letting each team member free-type “Amoxicillin 500”, “amoxicillin 500 mg”, and “Amox 500mg” into three different records, you build the list once. Medications is that list — an organization-wide catalog of the medicines you prescribe, each with its own strengths and forms, that every prescription is written against. Open a Medical agent and choose CRM → Medications in the sidebar. The page is titled Medications.
Medications is part of the Medical agent suite. The Medications tab only appears on a Medical agent, and the catalog is shared across your whole organization — build it once and every Medical agent’s prescriptions can draw from it. See Medical agents overview.

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Prerequisites

  • A Medical agent in your organization.
  • To add, edit, or delete medications, an Owner or Admin role. Everyone else can view the catalog.

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Why a catalog

A prescription doesn’t ask you to retype a drug’s details every time — it looks them up here. That gives you three things:
  • Consistency. One canonical spelling and strength for each medicine, so records and reports line up.
  • Speed. Writing a prescription becomes “search, pick, set the dose” instead of typing everything by hand.
  • Structure through variants. A single medicine can carry several strength-and-form combinations, so “Amoxicillin” holds its 250 mg capsule and its 500 mg capsule as separate, pickable options.

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Add a medication

1

Open the catalog

Go to CRM → Medications and select Add Medication.
Medications catalog list with Name, Category, Manufacturer, Variants, and Created columns and the Add Medication button
2

Name the medicine

Enter a Name (required) — for example, “Amoxicillin”. Optionally add a Generic Name (“Amoxicillin trihydrate”), a Category (“Antibiotic”), a Manufacturer, and a short Description.
3

Add one or more variants

Every medication needs at least one variant. A variant is a specific Strength + Form (+ Unit of Measure) — for example, 500mg Tablet mg. Choose the Form from the dropdown, type the Strength, and set the Unit of Measure. Select Add Variant to add more (a 250 mg capsule and a 500 mg capsule, say). Save when you’re done.
Add Medication modal with Name, Generic Name, Category, Manufacturer, Description, and the Variants editor (Form, Strength, Unit of Measure)

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Understanding variants

A variant is how one medicine holds several forms and strengths. When you write a prescription, you pick the medicine and then the specific variant — its Form carries straight into the prescription. If a medicine has only one variant, it’s chosen for you automatically. That’s why it’s worth adding every strength you stock as its own variant rather than creating a separate medicine for each. One “Amoxicillin” entry with two capsule variants keeps the catalog tidy and searchable.

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Form options

The Form dropdown offers eight values:
FormFormFormForm
TabletCapsuleSyrupInjection
CreamDropsInhalerOther

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Field reference

FieldRequiredWhat it’s forExample
NameYesThe medicine’s primary name, shown everywhere it’s usedAmoxicillin
Generic NameNoThe generic/scientific name, shown beneath the name in the listAmoxicillin trihydrate
CategoryNoA grouping label you defineAntibiotic
ManufacturerNoWho makes itPharma Inc.
DescriptionNoA short note about the medicine—
StrengthYes (per variant)The amount of active ingredient — “e.g., 500mg, 250mg”500mg
FormYes (per variant)The physical form, from the eight options aboveTablet
Unit of MeasurePer variant”Measurement unit for the strength, e.g., mg, ml, mcg”mg
At least one variant is required — a medication can’t be saved without a Strength and Form.

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Find, edit, and retire a medication

  • Search — once you have medicines, use Search medications… and start typing to filter the list by name.
  • Edit — open a medication to change its details or variants.
  • Retire a strength — in edit mode, each variant has an Active/Inactive toggle. Set a variant to Inactive to stop offering that strength without deleting the whole medicine. This is the right move when you discontinue one strength but still prescribe others.
  • Delete — removes the medication from your catalog.
Deleting a medication removes it from the catalog. There’s no self-serve way to restore it, so treat deletion as final. To simply stop offering a particular strength, set that variant to Inactive instead of deleting the medicine.

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Who can do what

ActionOwner / AdminOther members
View the catalogYesYes
Add, edit, delete a medicationYesNo
Everyone on a Medical agent’s organization can browse the catalog; only Owners and Admins can change it.

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How it feeds prescriptions

When you write a prescription for a contact, you search this catalog, pick a medicine, and choose a variant. The prescription snapshots the medicine’s name and form at that moment, then tracks the dose, frequency, and supply. A well-kept catalog makes every prescription faster to write and more consistent to read.
Use the Category field to keep a large catalog navigable, and name medicines the way your team searches for them — search matches on the name. If a medication was imported from Tebra, it lands in this same catalog automatically.

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Troubleshooting

Medications is a Medical agent feature. Open a Medical agent and look under CRM — the tab won’t appear on a standard agent.
Adding, editing, and deleting require the Owner or Admin role. If the controls are missing, you have view-only access — ask an Owner or Admin to make the change.
Each medicine name must be unique within your organization. The name you’re trying to save (or rename to) is already in the catalog — open the existing entry and add a new variant to it instead of creating a duplicate.
A medication needs a Name and at least one variant with a Strength and Form. Add a complete variant, then save.

Prescriptions

Write and track prescriptions for a contact, drawn from this catalog.

Medical agents overview

What a Medical agent unlocks and who it’s for.

Contacts

The patient records that prescriptions attach to.

Tebra integration

Import patient medications straight into this catalog.