New Regimen Management

This document outlines the workflow for managing patient regimens within the SureAdhere system. Regimens schedules are essential for monitoring treatment, populating the Adherence Calendar, and sending dose reminders.

1. Adding a Patient Regimen

A regimen defines the treatment plan for a patient and consists of one or more drug schedules.

1.1 Create Patient Regimen Definition

This step names the overall treatment plan and links it to a specific condition. This is an optional step, you do not need a Regimen definition to add drug schedules.

Navigate to the Regimen tab within a patient's account.
In the Regimen Name field, enter a descriptive name for the regimen (e.g., "Hypertension Treatment Plan").
From the Condition/Disease dropdown list, select the patient's relevant condition or disease.
Select Save.

1.2 Create Drug Schedules

After defining the regimen, you'll add specific drug schedules. Multiple drugs can be added to a single schedule if they share the same frequency and duration. If drugs have different schedules, you'll create a new schedule for each.

Choose +New Schedule.
Begin typing in the Drugs box and select the drug(s) from the dropdown list.
Enter the Number of pills and Dose per pill (mg/ml). The Total dose (mg/ml) will automatically calculate.
Repeat steps 6-7 for all drugs that will be taken with the same schedule frequency and duration.
Select the Start Date for this drug schedule. Note: As you update this date and add more details, the "Doses in Total" for this schedule will automatically update.
Choose the Time the patient is scheduled to take the medication(s).
Select the Repeats frequency based on how often the patient will take the dose:
- Daily: Includes all days from Sunday to Saturday (default).
- Weekly on <Start Date day of week> Schedules the dose once a week. Note: The day of the week is determined by the Start Date selected in step 2.
- Weekdays: Schedules doses for Monday through Friday.
- Custom: Allows you to select specific days from Sunday to Saturday.
Update the Number of Weeks the patient is expected to take the drug(s). The minimum is 1 week. Note: The Calendar Preview will update in real-time, marking the days drugs are scheduled.
Once all drugs and schedule details are entered, choose Create to save the new schedule. Select Cancel to discard it. Note: A separate schedule card will be created for each medication added.
If the patient has other medications with different schedules, click +New Schedule and repeat the steps above.

1.3 Create Multiple Schedules in a Day

If a medication needs to be taken multiple times a day, you'll create a new schedule for each different administration time.

Follow the steps in "Create Drug Schedules" (above), specifying the new time for the additional dose.
Navigate to the Patient's Dose Details on the Adherence tab to view all schedules.

2. Editing Regimen Schedules

Changing schedules with no adherence data tracked can be freely Edited. If an existing Schedule is Edited, with a Start Date in the past, you will be prompted for a Change Date for the Edit. SureAdhere will adjust the current schedule or add new schedules, including potentially closing schedules, depending on the Change dates to ensure all changes are reflected in the schedules. Schedule changes that would affect Adherence Dose days with data tracked are not allowed.

2.1 Edit Schedule with a Start Date in the future

Locate the schedule you wish to change and choose Edit.
The following fields are displayed; only those indicated can be edited:
- Start Date: Can be edited.
- Time: Can be edited.
- Repeats: Can be edited.
- End date: Can be edited which will also change the number of weeks.
- Number of pills: Can be edited.
- Dose per pill (mg/ml): Can be edited.
- Total dose (mg/ml): Cannot be edited (this is calculated automatically using Number of pills times Dose per pill).
After making your edits, choose Save to confirm changes or Cancel to discard them.

2.2 Edit Schedule with a Start Date in the past

Schedules can only be edited if they do not have Adherence Dose data tracked.

Locate the schedule you wish to change and choose Edit.
The following fields are displayed; only those indicated can be edited:
- Start Date: Can be edited.
- Time: Can be edited.
- Repeats: Can be edited.
- End date: Can be edited which will also change the number of weeks.
- Number of pills: Can be edited.
- Dose per pill (mg/ml): Can be edited.
- Total dose (mg/ml): Cannot be edited (this is calculated automatically using Number of pills times Dose per pill).
Update the details you want to Edit.
The Schedule Change Required message will appear in the Schedule.
Choose a Change date when the change should take effect.
After making your edits, choose Save to confirm changes or Cancel to discard them.

3. Deleting and Ending Regimen Schedules

3.1 Delete Schedule

Schedules can only be deleted if they do not have Adherence Dose data tracked.

Find the drug schedule you want to delete.
Choose Edit.
Choose Delete.
A verification message will appear.
Choose Cancel to stop the deletion or 'Yes, Delete This Schedule' to confirm.

3.2 End Schedule

Use this option to stop a drug schedule or change the End date.

Select the schedule Edit button.
Choose the desired End date.
After making your edits, choose Save to confirm changes or Cancel to discard them.

3.3 Modifying Schedules after Adherence Data has been Tracked.

The system is designed to protect tracked Adherence Dose data. Schedules in the past can only be edited or deleted if they do not have Adherence Dose data tracked.

Tracked Adherence Dose Data

DoseAdherences
DoseComments
DoseSideEffects
IsFollowupNeeded
UnscheduledEvents

Note: Please reach out to via the SureAdhere Help Center if you have any questions regarding existing adherence data and modifying existing schedules.