# Medication Chart If your services involve administering medication (e.g., Nursing), you can use the **Medication Chart** to track staff activity efficiently on Comm.care. Follow the steps below to set it up: # Step 1: Create Medication Chart Template For detailed instructions on Templates, please refer to [Ensure uniformity across documents with Templates](Ensure%20uniformity%20across%20documents%20with%20Templates.md). To create a reusable **Medication Chart template**, follow these steps: (1) Go to **Organisation > Templates > Add Template** (2) Enter the following details: - **Template Name:** e.g., _Medication Checklist_ - **Template For:** Select Notes (this means the template will be used for Notes in the client’s Circle). - **Description:** Enter a brief description of the template’s purpose. - **Document Title:** e.g., _Medication Checklist Week FROM - TO_ - **Document Description:** - Medication Chart: Depending on your organisation’s requirements, a standard format of the medication chart table might include: |**Date & Time**|**Medication Name**|**Dosage**|**Method (Oral, Webster Pack, Eye Drops, etc.)**|**Type (P, Ad, As, DNO)**|**Performed 9 Rights (Y/N)**|**Staff Name**| |---|---|---|---|---|---|---| ![Screenshot 2025-03-31 at 14.15.09.png](help/Attachments/491192377.png) If you’re unsure how to structure the template, we can provide a ready-to-use version. Just email us at **[email protected]** for support. # Step 2: Create Circle Note with the Template For detailed instructions on Circle’s Documents, please refer to [Timeline - Working with the persons records](Timeline%20-%20Working%20with%20the%20persons%20records.md). Once your **Medication Chart template** is ready, you can apply it to a **Circle Note**. As a manager, it is recommended for you to create one note for every week. To do this: (1) Go to **Circle > Timeline > Add Document > Note > Medication Checklist**. (2) Edit the document title by entering the start and end dates for the week. (3) Save changes. ![Screenshot 2025-03-31 at 14.30.08.png](help/Attachments/491716621.png)  _As a manager, it’s recommended to create a new Note for each week._ # Step 3: **Update the Medication Chart** Once the **Medication Chart Note** is created: - Case workers should **open the Note and log medication details** each time they administer medication. - You can **monitor updates** throughout the week to ensure staff enter data correctly. - By the end of the week, you’ll have a **complete record** of medication administration for that client. - For the next week: Simply **repeat Step 2** to create a new **Medication Chart Note**. ![Screenshot 2025-03-31 at 14.53.26.png](help/Attachments/492208129.png)