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Quick start guide: Using PrescribeIT®
Quick start guide: Using PrescribeIT®
Updated over 2 weeks ago

Quick start: This topic provides a high level overview of the steps required to use PrescribeIT® in the CHR. For detailed instructions, refer to the comprehensive PrescribeIT® help topics.

Connecting to the e-prescription service

Before you can connect and send e-prescriptions, you must have two-factor authentication enabled in your CHR user account.

📌 Note: for PrescribeIT®, you must use SMS or an authenticator app to receive the two-factor authentication code. You cannot use email.

The connection to the e-prescription service is automatically established when you log into the CHR using two-factor authentication. The connection is maintained for 12 hours even if you log out of the CHR.

Steps

1. Log into the CHR with your username and password. When prompted, enter the authentication code for two-factor authentication and click Continue.

💡 Tip: If you can't receive the 2FA code (for example, if you have misplaced your phone), contact your clinic's CHR administrator. The administrator can temporarily change the two-factor authentication method or turn off 2FA for you. For more information, refer to Disabling two-factor authentication (2FA) for other users.

2. The connection to the e-prescription service is automatically established. To confirm you are connected, click your avatar. The PrescribeIT® status appears below your name and location.

Sending an e-prescription

You can send an e-prescription similarly to how you print or fax prescriptions. Instead of a fax button, there is a Send or Send to Pharmacy button. You must choose a pharmacy that is enabled for PrescribeIT®, where the patient plans to fill the prescription.

Steps

1. Create or renew your prescription(s) as you normally do. Choose the medication and fill in the prescription details (refer to Creating prescriptions or Renewing medications from a patient’s Medications list).

  • You can e-prescribe devices, compounds, and non-drug related products as well as medications.

  • A prescription status icon is displayed to indicate if the prescription is ready to be e-prescribed (i.e. has the required fields). If the prescription is not ready to be e-prescribed, the icon is yellow. If the prescription is ready to be e-prescribed, the icon is green.

📌 Note: For an e-prescription, a Quantity or Duration is required.

💡 Tip: Hover your cursor over the prescription status icon to see what information you need to add to make the prescription ready to e-prescribe.

2. When you are finished, click Save.

3. Send the e-prescription.

a) If the prescription was started from an encounter, click the Send icon in the prescription window, or Sign & Send from the Prescriptions area of the encounter.

b) If the prescription was started from the Prescriptions area (Start/Open > Prescriptions), you must first sign the prescription. Click Sign, then choose Send to Pharmacy.

4. In the window that appears, search for and select the pharmacy to send the prescription to. Pharmacies that are enabled for PrescribeIT® appear with the eRx icon.

💡 Tip: If the patient has a preferred pharmacy recorded, it is automatically selected for you. Confirm this is the pharmacy the patient intends to go to and change it, if necessary.

5. Click e-Sign & Send. The prescription is sent electronically to the chosen pharmacy.

6. Once sent, the prescription appears with an eRx icon in the list of the patient’s prescriptions (Start/Open > Prescriptions). If you started the prescription from an encounter, the eRx icon appears in the encounter as well, once the encounter is signed.

If the prescription failed to send electronically and was faxed via PrescribeIT® instead, the icon shows both eRx and fax.

The prescription also shows as ePrescribed or eFaxed in the provider Outbox and Patient Outbox. You can see if the item was sent successfully or failed.

📌 Note: If the prescription fails to send by both methods, the provider who sent it receives a message in their inbox. For more information, refer to Troubleshooting PrescribeIT®.

Sending a deferred prescription

A deferred prescription is when you print or fax the prescription because a patient does not identify a pharmacy to send their prescription to (for example, if the patient is out of town and does not know where they will fill the prescription) or the pharmacy is not a PrescribeIT® pharmacy. The prescription will include a barcode and a PrescribeIT® Rx ID on the bottom which is described as “deferred”.

Because deferred prescriptions are also going through the PrescribeIT® network, you must record patient consent prior to sending a deferred prescription when you print or fax the prescription. You only need to do this once, and you can revoke the consent at any time.

When you print or fax the prescription, the details of the prescription are sent for PrescribeIT®-enabled pharmacies to access. The pharmacy uses the barcode or the unique identifier to retrieve the prescription. A deferred prescription cannot be filled by any pharmacy without the corresponding signed paper prescription.

Steps

1. Create a prescription as you normally do (refer to Creating prescriptions for more information).

In the prescription window, the Prescriptions section of an encounter, and the contact window when faxing, a coloured barcode icon indicates if the patient has consented to sending a deferred prescription. Click the barcode to set or change the patient's consent. This selection is saved for future prescriptions for this patient.

Grey with a question mark indicates you have not yet recorded patient consent or refusal.

Green with a checkmark indicates the patient provides consent.

Red with an x indicates the patient does not provide consent.

2. Print or fax the prescription. (Refer to Printing prescriptions and Faxing prescriptions for more information).

📌Note: You must specify a patient consent option before you can print or fax the prescription.

Viewing the dispense history of a prescription

You receive a dispense notification when a pharmacy processes an e-prescription; this does not necessarily mean the patient has picked up the prescription, only that the pharmacy has filled the prescription.

You can see the dispense notification in the patient's Medications list, including the pharmacy that dispensed the prescription and what exactly was dispensed. For example, if the pharmacy dispensed the generic version of a brand name medication.

If the prescription is not picked up by the patient, the pharmacy sends a cancellation for the dispense notification.

Steps

1. In the patient's chart, click Start/Open > Medications. The date the medication was last dispensed displays below the medication information.

2. To view more information about the dispense, click the medication to expand it and then click the Dispenses tab.

If the dispense was cancelled, the cancellation information is shown above the original dispense.

Cancelling an e-prescription

If you recently sent an e-prescription to a pharmacy through PrescribeIT® and you want to change the medication or the prescription was created on the wrong patient's chart, you must send a cancellation request to the pharmacy. Because the pharmacy has already received the prescription electronically you must wait for their response. For example, confirming that the prescription has not already been picked up by the patient.

You can send a cancellation request within 24 hours of sending the e-prescription and if you have not received a dispense notification.

📌Notes:

  • A cancel request is not the same as discontinuing a medication.

  • You can cancel e-prescriptions sent via PrescribeIT® and prescriptions that are local to the CHR (printed or faxed), but cancel requests are only sent to the pharmacy for e-prescriptions.

Steps

1. Follow the normal process for cancelling a prescription:

a) From the patient's chart, click Start/Open > Prescriptions.

b) Click the menu icon (kebab) > Cancel Rx to the right of the prescription you wish to cancel.

2. In the Cancel Medications window, select the Reason for Cancellation from the list and optionally add any Notes.

3. Clear the checkbox for medications that you do not want to cancel.

4. Click Cancel Medications and, when prompted to confirm, click Send cancellation request.

📌 Note: If it has been more than 24 hours since you sent the e-prescription, the button in the confirmation window is Cancel medications and the cancellation is recorded locally and not sent to the pharmacy.

The medications remain active on the patient's chart until the pharmacy approves the cancel request. In the Prescriptions list, the status shows as eRx Cancel Request Pending and the icon changes to a clock icon.

The pharmacy can respond with one of three possible responses: approve, deny, or revoke remaining refills.

Pharmacy response

Action to take

Approved

The prescription is cancelled and the status shows eRX Cancelled. You do not need to take any further action.

Denied

You receive a PrescribeIT Rx Cancel Request Denied message in your inbox.

Cancel the medication locally. From the inbox message, click View Prescription to open the prescription in the chart. Click Cancel - Invalidate this Prescription and then Cancel medications locally.

Revoke remaining refills

You receive a PrescribeIT Rx Cancel Request Denied: Remaining Refills Revoked message in your inbox.

Cancel the medication locally. From the inbox message, click View Prescription to open the prescription in the chart. Click Cancel - Invalidate this Prescription and then Cancel medications locally.

No response after 2 hours

If the pharmacy has not responded to your cancel request within two hours, you receive an urgent PrescribeIT Rx Cancel Response Not Received message in your inbox.

Cancel the medication locally. From the inbox message, click View Prescription to open the prescription in the chart. Click Cancel - Invalidate this Prescription and then Cancel medications locally.

Sending a message to a pharmacy

Messages to pharmacies are sent and received in a similar manner as your internal CHR messages. When addressing a message you can select a PrescribeIT®-enabled pharmacy.

Users who are not enabled for PrescribeIT® can send a message to a pharmacy on behalf of a PrescribeIT®-enabled provider.

Steps

1. Create a new message:

  • If the message is regarding a treatment, from the patient's Medications or Prescriptions list, click the menu icon (kebab) > Create Pharmacy Communication.

  • If the message is regarding a patient but not a specific treatment, from the patient's chart click New Message.

  • If the message is a general communication not regarding a patient, from your Inbox click +Message.

2. Complete the message:

Field

Description

To

If you started the message from a prescription and the prescription was originally e-prescribed, the pharmacy the prescription was sent to is automatically populated.

Otherwise, search for and select the pharmacy from the list.

On Behalf Of

If you are a provider enabled for PrescribeIT®, your name is shown. If you are not a PrescribeIT® user but the patient's Primary Practitioner is, the provider's name is automatically populated.

Otherwise, search for and select the provider from the list.

Category

Defaults to General Communication. If necessary, select another category from the list such as Clarification Required or Clinical Follow-Up.

Subject

Defaults to Pharmacy Communication. You can edit this subject as needed.

Message

Type your message in the body of the message.

3. In the attachments section the patient and, if applicable, the prescription or medication are automatically attached. Click +Attachments to upload a file from your computer or select a file from the patient's chart.

4. Click Send.

A green Message sent notification appears indicating your message was sent successfully. The message is available in your Outbox as well as the Patient Outbox.

Receiving and replying to messages from a pharmacy

The CHR checks for new messages from pharmacies every 5 minutes.

When you receive a message from a pharmacy, the CHR attempts to automatically match the patient. If it can't find a match, you can manually assign the patient, or mark the message as not intended for one of your patients.

Steps

1. Open the message in your inbox. Messages from pharmacies have the subject PrescribeIT Pharmacy Communication.

💡 Tip: Click the patient's name to open their chart. Click the medication to open the prescription.

2. If the patient cannot be uniquely matched to a patient in the CHR, the message shows Unknown Patient.

a) Click Match patient. When one or more patients are detected, the CHR suggests possible patient matches and includes a confidence rating. For more information about how patients are matched, refer to CHR AI-powered: Patient matching for incoming documents.

b) Select the correct patient from the list. If the correct patient is not shown in the list of suggested matches, you can manually search for the patient.

c) Click Apply. The message is now linked to that patient and any future messages about that patient will be automatically matched.

📌 Note: If the message is for a patient that is not your patient, for example, if the message was sent to the wrong clinic, click Not my patient. The message is marked as done and the pharmacy is notified of your response.

Updated February 11, 2025

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