ePrescribe - Preferences and User Setup
- Dylan Nigh
This article covers how to set up ePrescribe and configure your Preferences accordingly to ensure successful usage of our ePrescribing features. If you have any questions regarding this setup, don't hesitate to contact MacPractice Support for additional information or assistance!
Fetching the License
Once enrolled in ePrescribe you'll need to activate ePrescribe in MacPractice by fetching the MacPractice License.
You can fetch the license by navigating to the MacPractice Menu and select Preferences.
Once you've opened up the Preferences window, you can then select "Abilities" and click the Fetch License button to Fetch your License. This must be done from the server computer. You'll be prompted to log out.
Once logged back in, you should have access to ePrescribe functions. You can test this by opening Preferences from the MacPractice Menu one more time and check if there is an ePrescribe section now present.
Upon clicking ‘fetch license’ MacPractice will prompt the user to logout. After logging out and back in, the license has successfully been fetched. Open the Preference window, and confirm ePrescribe is listed in the preference sidebar.
ePrescribe Preferences
Once ePrescribe is enabled, the ePrescribe node in Preferences is present. The settings under the ePrescribe Preferences should be automatically configured for your office.
The main option to consider is whether your office will want to handle Renewal Requests. By checking the "Enable Renewal Requests" checkbox, the Renewal Requests node will be available in the Rx Ability under ePrescribe.
If the other Preferences here need to be adjusted, only MacPractice Support can unlock them. Please contact MacPractice Support at 877-220-8418 or pop the Bubble for assistance.
Updating Drugs and Allergies
New drugs and allergies are added to the database monthly, and while typically these are refreshed periodically without intervention, there may be times where a drug or allergy is available but hasn't been synched with MacPractice yet.
However, you can easily have MP check by navigating to Preferences > ePrescribe, and clicking the "Update Drugs and Allergies if available" button. Clicking this will trigger an update that will run in the background and will not reveal to the user that it is running (No status bar, percentage complete, pop-up notification, etc.)
You can check the status of this update by navigating to the Window Menu and selecting Tasks. This option will open up a task window that shows that the update was run. Depending on the size of the update it could run instantaneously, or could have many records to update and take some time to complete.
Enabling Users
After ePrescribe is enabled on your license you'll need to set your MacPractice Users' privileges to access ePrescribe features. While most User preferences in MacPractice are associated with groups, ePrescribe user privileges are granted on an individual User basis.
Go to the References ability and select the Users node in the sidebar. Select the user you wish to enable ePrescribe privileges for.
Under the User Information tab, complete the required fields including the User's Last and First Name, as well as the Default Office.
If the User is a provider, check the Is Provider checkbox and enter the NPI Number. If the User is CPOE, check the Is CPOE checkbox.
In the Provider Tab, you'll need to fill out several fields. Check the following:
In the Claim Credentials sub-tab, identify the National Provider ID field. Providers must have an NPI number entered to send prescriptions through ePrescribe.
Nurses and clerical staff do not need this number entered, but the provider under which they submit prescriptions must have the NPI entered.
Next, fill out any additional Claim Credentials fields as relates to this user.
Under the Additional Credentials sub-tab, identify the DEA Number field. A DEA Number must be entered in this field before you can access ePrescribe. If the provider does not have a DEA Number, the value of 'NONE' may be entered in place of the number.
Continue to the Privileges tab under the Users node in References to set the ePrescribe privileges. These are located at the bottom of the window.
Consult with MacPractice Support to set up the ePrescribe user type. Only MacPractice Support can unlock these privileges. When the lock is open, set which of the ePrescribe user types will be set for the selected user.
Each of the ePrescribe user type options have different privileges associated to them:
Doctor: A Doctor can write and transmit prescriptions. Can write and approve prescriptions to be left for another user to transmit. No oversight needed. (Subscription fees apply.)
Midlevel Prescriber: A Midlevel Prescriber can write and transmit prescriptions. This type of user is required to have a supervising Doctor. This user's prescriptions will have both the supervising Doctor's name on them, as well as the Midlevel's Name. (Subscription fees apply.)
Nurse: A Nurse can write and transmit prescriptions. No oversight is needed, but the prescriptions written will display the credentials of the provider selected in the user's "Provider Used in ePrescribe" menu. This user may have no medical training. This user could be a Nurse, the office manager, or anyone who can write prescriptions on behalf of the Doctor. (No subscription fees apply.)
Clerical Staff: Clerical Staff do not have prescription writing privileges. Can view previous prescriptions, add medications to a patient's active medication list and view and modify pharmacy references and other abilities in the admin page. (No subscription fees apply.)
Provider Used In ePrescribe Drop Down: A provider is set for all users. For a Doctor, this should be set to themselves. For all other user types (such as Midlevel Prescriber, Nurse and so on), this should be a supervising doctor or prescribing doctor.
Make sure this setting is correct. Once saved, this setting will be locked and only MacPractice Support will be able to unlock it.
Enabling Office Reference
After enabling the Users in the References ability, set up the office information. Go to the References ability and select the appropriate office from the Office node. Confirm the Office Name, Address, City, State, Zip are entered correctly. If this information needs to be adjusted, contact the MacPractice Accounting Department to request the address change.
The fax number must be entered in order to access ePrescribe.
ePrescribe for Multiple Office References
If an office has a user that will be using ePrescribe under more than one office reference, a sync is needed.
Go to References > User and change the default office the other office reference. Save and log out.
Log back into MacPractice and open ePrescribe. (This will sync the second office reference.)
In the top left of ePrescribe, click on the office name. You will now see both offices listed at the bottom and they can can now both be used.
Go back into the User Reference and you can change the office back to the original. From here you can save and log out.