HMR

Start on the Patients tab to see everyone in your HMR program. Add new patients and check who is due for review.

Click Review on the patient row to initiate the medication review workflow and open the preparation steps for that patient.

Switch to the Pipeline tab. Once you have clicked Review, the patient appears as a card in a stage column. Drag the card between columns as the review progresses, or click it to open the case drawer.

When you save the finished report, move the case to Complete. After you submit the PPA claim, move it to Claimed. The board gives you a clear picture of every HMR in progress.

On a case in Referral Received or Visit Scheduled, click Start to open the pre-visit preparation wizard. This walks you through referral review, scheduling, and visit preparation before you go to the patient's home.

Fill in any notes about the patient during pre-interview preparation. These notes stay with the case and can feed into the report.

In the case flow wizard, accept the referral and schedule the visit. Enter the date, time and confirm the patient's address for the home visit.

Select the patient's referral form and review any drug interactions flagged from their documents. This helps you know what to focus on before you arrive.

Click Generate pre-visit briefing so Markoste summarises the key medicines, interactions and referral points you should discuss with the patient.

Download the referral and any other prep documents so you have them on your device and know exactly which issues to discuss with the patient at the home visit.

When you have finished preparing your HMR patients for the day, select Plan Route on the pipeline to map out the best order for your home visits.

Make sure the patient's address is entered on the case. Markoste uses this to calculate the most efficient route between home visits.

Select your starting point and Markoste calculates the most optimised route so you reach each patient's home faster and more efficiently.

From the Pipeline tab, click Start Consult on the patient's card. This opens Scribe and is required before you can run medicine reconciliation or write the report.

When you are at the patient's home, ensure you have a strong internet connection. If you plan to record the entire conversation, obtain the patient's consent first.

From the HMR pathway in Scribe, open Conduct medicine reconciliation. Compare the medicines on the referral and documents with what the patient is actually taking. This builds an accurate list before you record the consult.

Add comments beside individual medicines in the med rec form. These notes are saved and included automatically when you generate the HMR report in Scribe.

In the case drawer, open the Notes tab (blue button). Add any clinical notes about the patient that you want included in the finished report.

Upload documents that will help generate the report – GP referrals, hospital discharge summaries, medication lists and any other relevant files.

Select your format in Scribe – the same options as a normal consultation, such as medication review or a custom template.

Record the audio in Scribe after the home visit. We recommend talking to Markoste once the HMR is finished, so you can summarise clearly how you want the report written rather than trying to document everything during the consult.

When the report is ready, click Save. You can then export the report, submit an HMR PPA claim, and – if the patient needs one – schedule an HMR follow-up from the report recommendations.

Markoste offers to create a PharmCal task for the follow-up, pre-linked to this patient and report. Add it if you want the next review in your calendar straight away.

If you use a custom format, click Export. Markoste takes the report content and transfers it directly onto your Word template. The Markoste output in the editor is an intermediate draft you review first.

If you are not using a custom template, Download as Word and make final edits on your computer, or save as PDF for sending to the GP.

The first time, set up your PPA claiming credentials and pharmacist profile. Then complete the claim fields and submit the HMR claim to PPA. You can also finish later from HMR → Claims.

When you are done with the report and claiming, return to the HMR pipeline and move the case to Complete or Claimed as appropriate.

The patient handout is for pharmacists who want to go further and give the patient a clear list of their medicines in plain language, with an image of each pill where available.

Use a document already in the patient's file, or upload a document with their current medicine list, to populate the handout.

For each medicine, choose the brand. Markoste shows the pill image associated with that brand from MIMS so the patient can recognise their medicines at home.

Make any edits or adjustments, then download and print the handout for the patient to take home. It is an easy way to improve health literacy and support medicines understanding.