Method 1 - Rx Tab
Follow the steps below to view, modify, or refill an existing prescription.
Step 1: Navigate to the Rx tab
- From the toolbar on the left hand side, click on the Rx tab. A screen like this should appear:
Step 2: Search for the patient
- Use the search bar to find the patient.
- Press Enter to load the patient data.
Step 3: View / open prescription history
- The patient’s prescription history will appear below.
- Select the prescription you would like to view or refill.
- Click the View / Modify icon.
- The prescription details will open.
Step 4: Review fill status
- If this is a first fill, the system will display a message.
- If the prescription has been filled previously, you may proceed with a refill.
Step 5: Update prescription details
- Enter or confirm the following information as required:
- Quantity
- Remaining quantity
- Authorized quantity
- Days’ supply
- SIG
- Insurance plan details
Step 6: Review or scan prescription image
- If the prescription has been filled before, the previous RX image will appear automatically.
- If no image exists, scan and upload the prescription.
- Use the eye icon to toggle between multiple prescriptions for the same patient if selected (commonly used for blister pack patients).
Step 7: Confirm insurance and billing
- Click Continue if the insurance plan (for example ODB) is correct.
- You may switch the plan to Cash if needed.
- A Submit Billing pop-up will appear.
- If the patient has multiple insurance plans, click Submit All.
- Alternatively, submit each plan individually by clicking Submit.
Step 8: Print and finalize
- Select any receipts or labels you would like printed at the bottom of this popup.
- Click Submit to complete billing.
- Selected documents will print, and the billing will be processed successfully.
Method 2 - Refilling from the Patient Profile
An alternative way to refill a prescription is through the Patient Profile.
Step 1: Search for the patient
- Use the search bar in the top-left corner to search for the patient by name.
- Click on the patient to open their profile.
Step 2: Select the prescription
- From the patient profile, locate and select the prescription you would like to refill.
Step 3: Refill the prescription
- Click the Refill button.
- You will be taken to the same Rx screen used in the method 1 example.
Step 4: Complete the refill
- Proceed by entering or confirming the prescription details as outlined in the steps above.