Granting proxy status to users

In ePrescribe, a "proxy" is someone who can enter a prescription on behalf of a doctor. This type of prescriber, such as a dental assistant or hygienist, can enter a prescription for a controlled or non-controlled substance. A doctor can also be a proxy user, which allows that provider to enter a prescription for a controlled or non-controlled substance on behalf of another provider. After a proxy user enters a prescription, the doctor whom the prescription was entered on behalf of must review, approve, and then submit it.

To grant proxy status to a user

1. On the Settings menu, under Location, click (or tap) User Accounts.

   The User Accounts page opens.

   

   Note: To quickly locate a user account, use the Search box to search for a user account by the user's last name, first name, user name, or email address. As you type your search criteria, the list of matching user accounts is updated automatically.

2. Select a user account.

   The options for editing the user account become available.

   

   User who is not a provider

   

   User who is a provider

3. Do one of the following:

   • For a user who is not a provider, do the following:

     1. On the Basic Info tab, set the Is ePrescribe Proxy User switch to Yes.

        

     2. With the Is ePrescribe Proxy User switch is set to Yes, additional options become available. Enter the user's birth date and address. This information is required for a proxy user. Also, the email address must be unique.

        Note: If the Is ePrescribe Proxy User switch is set to Yes, when the proxy user is enrolled in ePrescribe, DoseSpot (the third-party provider of the ePrescribe service) assigns that user a Clinician ID, and that ID automatically appears in the Clinician ID box for your reference. You cannot edit the ID.

   • For a user who is a provider, do the following:

     1. Select the Provider Info tab.

        

     2. Set the Additional Approval Required for Electronic Prescriptions switch to Yes.

        Note: This switch is available only if the Enable Electronic Prescriptions switch is set to Yes.

        

4. Click (or tap) Save.

Please Wait: DoseSpot must approve the user's account. The approval may take up to 24 hours. Until approved, the user does not have access to ePrescribe.

After DoseSpot approves the user's account, the proxy can begin entering prescriptions for controlled and non-controlled substances on behalf of a doctor.