How to Set Up E-Prescribing for a Staff User

How to Set Up E-Prescribing for a Staff User

This article demonstrates how to set up E-Prescribing for a staff user in ICANotes+.

 

A prescriber with eRx access must be set up before a staff user can be granted permission to access the e-prescribing feature. See this article on how to set up eRx for a prescriber.

 

Staff users can prescribe on behalf of the prescriber / queue medication for the prescriber's approval, if they are granted access by the prescriber.  

 

When there is a clinician with a prescribing plan set you will see two roles to choose from for staff users who need access:

  • Staff with eRx functionality
  • Staff with eRx admin functionality (role required to grant prescriber EPCS approval)

Plans and roles are managed by administrators in Settings under the Account Management tab.

 

To set up a staff user with eRx permissions, navigate to Settings > Account Management and use the Edit button next to the staff user's name.

Note: If the staff admin user has not been added yet, use the Invite User button to set up their access and email them an invite to register their admin account.

 

 

The role for the staff user must be listed as Staff Administrator (with eRx) to approve the provider for EPCS.

Otherwise, non admin staff who need access to e-prescribing can be set up with the Staff User (with eRx) role.

 

 

 

Once the staff admin with eRx permission has been designated, the provider will need to access the eRx module to grant access for the staff admin.

 

The provider will navigate to a client chart and make sure the client has an address and phone number listed in demographics (these are required before you can access eRx for a client). Use the Edit button to add or make changes to these fields.

 

 

For the purpose of accessing the eRx module, navigate to the Chart Face and open a Progress Note. Continue to PN, Part 2 and select the Enter button next to Medications.

 

 

You will see a Medication List tab. Click the Manage Medication(s) button to launch into the eRx module.

 

 

You will be presented with an Access Requests prompt. Review the access request for the staff administrator.

 

   

 

You will see the staff administrator listed in the lower left corner of the Access Requests window. To allow this user access to prescribe on behalf of the prescriber / queue medication for the prescriber's approval, click the Grant button.

 

 

A second window will appear to confirm your request.

 

 

Now that the staff user has been granted access, they will be able to access to the eRx module in ICANotes+.

 

 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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