> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/medications.md).

# Medications

**Audience:** Super Admin, Admin, Supervisor, Clinician, Basic\
**Page type:** Overview\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-03

## Purpose

Use the **Medications** section to manage medication reference data, assign medications to clients, and record medication administration activity.

## What this section includes

The Medications section includes these workspaces:

* **Medication library** — Manage the master medication list and the supporting catalogs used during medication assignment.
* **Client medications** — Create or assign client-specific medication records and manage their status.
* **Logs history** — Review medication logs and update medication administration status.

## Before you start

Before working in this section, confirm the following:

* You are signed in to Compassly.
* You can see **Medications** in the left navigation.
* Your role includes access to the page or action you need.
* Some actions may be unavailable based on your role.

## How to get there

1. Sign in to Compassly.
2. In the left navigation, select **Medications**.
3. Choose one of the available subsections:
   * **Medication library**
   * **Client medications**
   * **Logs history**

## What you can do here

Depending on the page and your role, you can:

* view and search medication records
* import medications in bulk
* download medication reports or templates
* manage dosage forms, usage methods, and units of measurement
* add a new client medication directly
* assign a library medication to a client
* archive, unarchive, or delete client medication records
* review medication logs and update medication status

## Role differences

* **Super Admin:** Has full access across medication library, supporting catalogs, client medications, and logs history, including delete actions.
* **Admin:** Can manage most medication-library, client-medication, and log workflows. Admins cannot delete medications from some library and client-medication pages where delete is limited to Super Admin.
* **Supervisor:** Can manage most medication-library, client-medication, and log workflows. Supervisors cannot delete medication-library records, client medications, or supporting catalog records, and cannot archive or unarchive client medications.
* **Clinician:** Can view medication-library records, add and edit medications, assign medications from the library, manage client medication add/assign/edit flows, and work with medication logs including batch status updates. Clinicians cannot download medication-library exports, archive or unarchive client medications, reset log status, or delete records.
* **Basic:** Can view client medication and log lists and can add logs or update log status. Basic users cannot access medication-library catalogs, add or assign client medications, edit client medications, archive or unarchive medications, batch-update logs, reset log status, download medication exports, or delete records.

## Common tasks

### Medication library

* [Medication Library](/compassly-docs/core-modules/medications/medication-library.md)
* [View Medication List](/compassly-docs/core-modules/medications/medication-library/view-medication-library.md)
* [View Medication Details](/compassly-docs/core-modules/medications/medication-library/view-medication-details.md)
* [Add New Medication](/compassly-docs/core-modules/medications/medication-library/add-new-medication.md)
* [Edit Medication](/compassly-docs/core-modules/medications/medication-library/edit-medication.md)
* [Delete Medication](/compassly-docs/core-modules/medications/medication-library/delete-medication.md)
* [Import Medications](/compassly-docs/core-modules/medications/medication-library/import-medications.md)

### Supporting catalogs

* [Dosage Forms](/compassly-docs/core-modules/medications/medication-library/dosage-forms.md)
* [Usage Methods](/compassly-docs/core-modules/medications/medication-library/usage-methods.md)
* [Units of Measurement](/compassly-docs/core-modules/medications/medication-library/units-of-measurement.md)

### Client medications

* [View Client Medication List](/compassly-docs/core-modules/medications/client-medications-view-list.md)
* [Add New Client Medication](/compassly-docs/core-modules/medications/client-medications-view-list/client-medications-add-new.md)
* [Assign Medication to a Client](/compassly-docs/core-modules/medications/client-medications-view-list/assign-medication-to-client.md)
* [Archive Medication](/compassly-docs/core-modules/medications/medication-library/archive-medication.md)
* [Unarchive Medication](/compassly-docs/core-modules/medications/medication-library/unarchive-medication.md)
* [Download Client Medications](/compassly-docs/core-modules/medications/client-medications-view-list/download-client-medications.md)

## What happens next

Open the workspace that matches your task, then use that workspace’s overview or task pages to complete the action you need.

## Related guides

* [Medication Library](/compassly-docs/core-modules/medications/medication-library.md)
* [Dosage Forms](/compassly-docs/core-modules/medications/medication-library/dosage-forms.md)
* [Usage Methods](/compassly-docs/core-modules/medications/medication-library/usage-methods.md)
* [Units of Measurement](/compassly-docs/core-modules/medications/medication-library/units-of-measurement.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://compassly.gitbook.io/compassly-docs/core-modules/medications.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
