Every other guide in this section covers what happens once you're inside DoseSpot. This page covers the Healthie side: how you get to E-Rx from a patient's profile, and how prescriptions show back up there afterward.

Accessing E-Rx from a patient's profile

Once E-Rx is enabled on your account, you'll see an E-Prescriptions widget in the Overview section of each patient's profile. E-Rx can only be accessed through a patient's full Client Profile or their Quick Profile.

Before you can create an E-Rx for a patient, their profile needs:

• First and last name
• Gender (not a hard requirement, but improves matching accuracy for medication history and eligibility lookups)
• A valid phone number
• Date of birth
• Street address
• Height and weight, only required for patients 19 or younger

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If any of this is missing, the Order and Manage button will appear inactive. Add the missing info from the patient's Actions tab.

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Once everything's in place, click Order and Manage to open DoseSpot, where you can add and send prescriptions, check insurance eligibility and formulary info, review medication history, add patient-reported medications and drug allergies, set a preferred pharmacy, and view coverage details.

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DoseSpot generates its own Patient ID automatically. This is separate from the patient's Healthie ID.

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Accessing E-Rx while charting

You can also open E-Rx directly from a patient's Charting Notes, without leaving your documentation. Open the Quick Profile from within the patient's chart, then click Order E-Rx. DoseSpot opens in a new window, and once you're done, you're returned automatically to the charting screen you were on.

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If your organization has chart note linking enabled, you'll see a prompt to link the order to the chart note you're working in. The order details then appear automatically in a Medication Orders section of that note. Click the "x" in the dropdown if you'd rather proceed without linking. Once DoseSpot actions are completed, that section of the note becomes read-only, though any further linked actions (like a cancelled order) still display in sequence. Contact [email protected] to have chart note linking enabled for your organization.

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