> 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/client-medications-view-list/client-medications-add-new.md).

# Add New Client Medication

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

## Purpose

Use this guide to create a client medication record directly from the Client medications workspace.

## Before you start

Before adding a new client medication, confirm the following:

* You can open **Medications → Client medications**.
* You know which client will receive the medication.
* You have the medication schedule and description details needed for the assignment.

## Required fields

These fields are required when creating a new client medication:

* **Client**
* **Medication name**
* **Dosage form**
* **Dosage**
* **Dosage unit**
* **Usage method**
* **Start date**
* **Frequency**
* **Time group**
* **Quantity**
* **General description**
* **Side effects**

These fields are optional:

* **End date**
* **Details**

## Important

When using this flow, **Medication name** is a free-text field.

If you want to select an existing medication from the Medication library instead, use [Assign Medication to a Client](/compassly-docs/core-modules/medications/client-medications-view-list/assign-medication-to-client.md).

## How to get there

1. Sign in to Compassly.
2. Select **Medications** in the left navigation.
3. Select **Client medications**.
4. Start the action to add a new client medication from the page controls available in your workspace.

## Steps

1. Start a new client medication entry.
2. Select the **Client**.
3. Enter the **Medication name** as free text.
4. Complete the medication setup fields:
   * **Dosage form** from the dropdown
   * **Dosage**
   * **Dosage unit** from the dropdown
   * **Usage method** from the dropdown
5. Complete the schedule fields:
   * **Start date**
   * optional **End date**
   * **Frequency**
   * **Time group**
6. If needed, use the small control next to **Frequency** to enter specific calendar dates for schedules that require exact days of the month.
7. Enter optional **Details**, if needed.
8. Enter **Quantity**.
9. Enter **General description** and **Side effects**.
10. Review the information.
11. Click **Apply** to save the record.

## Time group

**Time group** is used to define when the medication should be given during the day.

Available values are:

* **Morning**
* **Afternoon**
* **Evening**

You can choose one, two, or all three values as allowed by the form.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** Can add a new client medication.
* **Basic:** Cannot add a new client medication.

## What happens next

After you save the medication, it appears in the client medication list and becomes available for medication logging based on its schedule.

## Related guides

* [View Client Medication List](/compassly-docs/core-modules/medications/client-medications-view-list.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)


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