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A patient starts a 10-day course of antibiotics on Monday. You want a clean record of what they’re taking, how much, how often, and — the part that’s easy to lose track of — the day the supply runs out so the front desk knows when a refill is due. Prescriptions gives you that: one medication record per patient, with dose, frequency, duration, a running dispense history, and a computed Runs Out date. Open a patient’s contact record on a Medical agent and select the Prescriptions tab. You’ll see a status filter (defaulting to All) and an Add Prescription button. Before you have any, the tab reads “Add a prescription to track medications for this contact.”
Prescriptions is a Medical agent feature. The Prescriptions tab only appears on a contact when the agent is a Medical agent. It sits alongside the Health tab but is independent of it — the two don’t share data.
Prescriptions is a record-keeping and supply-tracking tool, not e-prescribing. There is no printing, no PDF, no sending to a pharmacy, and no controlled-substance workflow. Use it to track what a patient is taking, not to transmit an order.

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Prerequisites

  • A Medical agent and a contact to prescribe for.
  • At least one medicine in your Medications catalog — a prescription is written against a catalog entry, so add the medicine there first.
  • To create, edit, or delete a prescription, an Admin role. Other members can view a contact’s prescriptions.

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Write a prescription

1

Open the Prescriptions tab

On the patient’s contact record, select the Prescriptions tab, then Add Prescription.
2

Pick the medication

Search the Medications catalog and select the medicine. If it has more than one variant, choose the right one; if it has a single variant, it’s selected for you. The Form comes from the variant you pick.
3

Set the dose and schedule

Fill in the Dose (what to take each time — free text, e.g. “1 tablet” or “500mg”), Doses Per Day, the Frequency (or Every (Days) for less-frequent regimens), and the Duration (Days). A live plain-English preview builds as you go — for example, “Take 2 tablets three times daily for 7 days — 42 tablets total.”
Add Prescription modal with medication search, frequency options, duration, total quantity, and a live plain-English preview sentence
4

Confirm quantity and start date

Total Quantity is auto-calculated from doses per day × duration, but you can override it. Set the Start Date, add optional Timing Instructions (“Take with food”) and Notes, then save. The prescription is created as Active, records who prescribed it, and computes its Runs Out date.

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Dose and schedule reference

FieldWhat it setsNotes
MedicationThe medicine, from your catalogRequired; add it to the catalog first
DoseAmount to take per dose, e.g. “1 tablet, 500mg, 10ml”Free text
UnitUnit of measurement for one doseDefaults from the medication’s form
FormTablet, capsule, etc.Comes from the chosen variant
Doses Per DayHow many times a day it’s taken
FrequencyHow often it’s taken — daily, weekly, or every N days
Every (Days)Days between doses — e.g. 7 for once weekly
Duration (Days)How many days the prescription lastsDrives the Runs Out date
Total QuantityTotal units to dispenseAuto-calculated from doses/day × duration
Start DateWhen the course begins
Timing InstructionsWhen to take it — “before meals, at bedtime”Optional
NotesAnything else the team should knowOptional
The Runs Out date is calculated from the Duration (Days), not from the total quantity or dose amount. If you set a 7-day duration with a weekly frequency, only one administration happens before it ends — the form warns you when a schedule produces very few administrations, so read the preview before saving.

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Statuses and lifecycle

Every prescription has one of four statuses:
StatusMeaning
ActiveCurrently in effect
PausedTemporarily on hold
CompletedFinished as planned
DiscontinuedStopped early
From the row actions you can View, Edit, Pause, Resume, Mark Completed, Discontinue, or Delete. An Active prescription can be paused, completed, or discontinued; a Paused one can be resumed, completed, or discontinued. Completed and Discontinued are final states — a prescription in either can’t be moved back to Active.

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Dispenses and refills

A dispense records that a supply was handed out. When you create a prescription, a first dispense is added automatically for the initial supply. As the patient comes back for refills, you log each one with Add Dispense.
1

Add a dispense

On a prescription, select Add Dispense and enter the Quantity and Dispense Date. You can only add a dispense while the prescription is Active or Paused.
2

See the record update

Adding a dispense recalculates the Runs Out date to the dispense date plus the duration, and adds to the Total Dispensed count. The full list lives in the Dispense History section.
The Runs Out date always reflects the most recent dispense (dispense date + duration) — it’s reset by each new dispense, not extended cumulatively.

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Knowing when a supply runs low

Each active prescription carries a Runs Out date. A2V2.ai flags prescriptions whose supply is ending soon:
  • Expiring Soon — running out within 7 days.
  • Expired — the Runs Out date has passed while the prescription is still Active.
Use the status filter on the Prescriptions tab to focus on Active prescriptions, and watch the Runs Out dates to see who’s due for a refill.
When a patient stops a medication early, Discontinue it rather than deleting it — that keeps the history of what they took and why it ended. Reserve delete for records created in error.
Deleting a prescription removes it from the contact’s record. There’s no self-serve way to restore it, so treat deletion as final — use Discontinue or Mark Completed to close out a real prescription while keeping its history.

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Who can do what

ActionAdminOther members
View a contact’s prescriptionsYesYes
Create, edit, delete, add a dispenseYesNo

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Troubleshooting

The tab only appears on contacts of a Medical agent. Open the contact under a Medical agent.
Prescriptions draw from your Medications catalog. Add the medicine to the catalog first, then it’ll be searchable here.
Dispenses can only be added while a prescription is Active or Paused. If it’s Completed or Discontinued, no further dispenses can be recorded.
Writing prescriptions — creating, editing, deleting, and adding dispenses — requires the Admin role. Other members have view-only access.
Runs Out is based on the Duration (Days) you set, independent of how often the dose is taken. Set the duration to the real length of the course, and check the preview sentence before saving.

Medications catalog

The reusable list of medicines that prescriptions are written from.

Contacts

The patient records where the Prescriptions tab lives.

Medical agents overview

What the Medical agent suite includes and how it’s gated.

Tebra integration

Imports patient medications as prescriptions automatically.