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Medical Directive Support

Therapeutic Substitution

Document pharmacist-directed therapeutic substitutions under medical directive. Generates a clinical PMS note, physician notification PDF, and dispensing prescription.

Directive & Service Details
Patient Information
1. Original Prescription
2. Reason for Substitution (select at least one)
3. Exclusion Criteria Screen
Patient meets one or more exclusion criteria — refer directly to the physician. Do not proceed with substitution under this directive.

Patient does NOT meet any of the following. Check all that apply — patient must be referred to physician if any are present.

4. Summary of Issue / Relevant Patient Information

Describe the specific issue (e.g., backorder details, coverage issue). Include relevant patient factors such as allergies, comorbidities, or previously failed therapies.

Clinical Rationale for Selected Alternative

Provide a concise justification for the chosen therapy. Reference clinical guidelines, patient-specific factors, or formulary preferences.

1. Therapeutic Substitution Details
2. Quantity / Duration Rationale

e.g., 30-day supply per expected backorder timeline, synchronized with existing chronic meds, etc.

3. Monitoring & Follow-Up Plan

Outline recommended monitoring or follow-up actions.

4. Patient Consent & Education

PMS Note Preview