PharmacyCopilot Docs
ClinicalMedication Management

Patient Medication Settings

Configure reminders and adherence monitoring for one patient.

Starter+

Set reminder and monitoring preferences for a specific patient from their Medications tab. These override your workspace's system-wide defaults for this one patient.

Reminders

  • Enabled — turn reminders on or off for this patient
  • Reminder times — one or more times of day
  • Method — email, SMS, or both
  • Lead time — how many minutes before the scheduled time to send the reminder (0–120)

Monitoring

  • Adherence monitoring — on/off
  • Refill reminders — on/off
  • Interaction checking — on/off
  • Refill threshold — the stock percentage that triggers a refill reminder (0–50%)
  • Report frequency — how often adherence reports are generated

Testing your settings

Use Send Test Notification to confirm reminders are actually reaching the patient before relying on them.

Next steps