ADHD MD Workflow: safety, handoffs, and fewer last‑minute refills

Screen for red flags up front; only offer MD slots when pre‑visit items are complete.
Standardize during‑visit documentation and EPCS readiness.
After the visit, trigger a clear refill workflow and next‑MD date, aligned with state rules.

Red flags — screen first

  • Unstable bipolar disorder or psychosis

  • Recent stimulant misuse or stimulant use disorder

  • Cardiac history or age >55–65 without a recent ECG

  • Severe eating disorder

  • Concurrent benzodiazepines or opioids without a clear rationale

Before the MD visit (clinic checklist)

  • Intake complete in EHR (ADHD screeners, baseline forms)

  • Prior records uploaded (evals, testing, med history)

  • Baseline vitals documented or requested (BP/HR, weight)

  • ADHD diagnosis confirmed with screeners + quantitative test

  • PDMP report(s) obtained and uploaded

  • Urine drug screen (UDS) completed and results available

  • Controlled Substances Agreement signed

  • Send packet to Dr. Walker via Doximity or EHR task

Offer MD slots only after the above is confirmed.

During the MD visit

  • Confirm diagnosis, risks/benefits, and monitoring plan; document decision and parameters

  • If EHR has a pre‑populated Rx, Dr. Walker will review and send when appropriate

  • EPCS readiness: ensure credentials active; identify a backup pharmacy if eRx fails

After the MD visit — clinic actions

  • Document attendance (show/no‑show)

  • Record MD decision and prescription status

  • Record MD visit date and due date for next MD visit

  • Apply state cadence: typically every 1–2 years; some states require more frequent physician exams

Refill protocol — post‑MD visit

  • Create EHR refill task and pre‑populate: med, dose, frequency, quantity, refills, pharmacy

  • Send Doximity message with PHI referencing the EHR task, or generic text (no PHI) to check EHR

  • Verify PDMP and monitoring are up to date per policy

  • Turnaround: 24–48 business hours; weekend/holiday → next business day

Efficiency tips

  • Use pre‑populated refills to speed review and reduce errors

  • Keep a controlled‑substance agreement aligned with this workflow and state policy

Georgia example (if applicable)

  • Quarterly physician exam required when an APRN prescribes stimulants; document vitals, PDMP, risk–benefit review, and plan for next exam

Book your next four monthly compliance meetings so this stays on autopilot.
Want a one‑page refill station checklist for your front desk? I’ll add it to your packet.

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PTSD nightmares: practical outpatient options

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