How to Verify Patient Information Before Prescribing

Before you send any prescription in DoseSpot (E-Rx), confirm four things are accurate for the patient: legal name, date of birth, address, and preferred pharmacies. You are responsible for this check.

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This applies to both How to Send a Prescription (non-controlled) and How to Send an EPCS Prescription (controlled).

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What to verify

Legal name: must match the patient's government-issued Photo ID.
Date of birth: must match the patient's Photo ID.
Address: must be the patient's current address.
Preferred pharmacy: must be the pharmacy the patient wants to use. If the patient has more than one preferred pharmacy, confirm which one to use for this prescription.

These must be accurate in DoseSpot before you click Approve & Send. Date of birth cannot be changed in DoseSpot. Update it on the patient's profile in the Klinic EHR (Healthie), and the change shows up in DoseSpot automatically. For anything else that is wrong or missing, see the "Review or edit patient information" section on the prescription page you are using.

Where to find the most accurate information

The best source for legal name and date of birth is the patient's Photo ID. The best source for address and preferred pharmacy is the patient's new patient intake form, combined with confirming directly with the patient during the appointment.

Information	Best source	Backup
Legal name	Photo ID	New patient intake form or Confirm with the patient
Date of birth	Photo ID	New patient intake form or Confirm with the patient
Address	New patient intake form	Confirm with the patient
Preferred pharmacy	New patient intake form	Confirm with the patient

Verify legal name and date of birth with the Photo ID

Use the patient's Photo ID in the Klinic EHR to confirm their legal name and date of birth.

Go to the Clients section in the Klinic EHR.
Find the active patient. Search by their name or their Healthie patient ID number.
Click the patient's profile.
In the menu bar, click Charting.