Granting proxy status to users

You can set a non-provider, such as a dental assistant or hygienist, as a proxy user to allow them to enter electronic prescriptions on behalf of a doctor. The proxy user can enter prescriptions for both controlled and non-controlled substances. Once entered, the doctor whom the prescription was entered on behalf of must review, approve, and submit it.

To grant proxy status to a user

1. On the User Accounts page, select a user account.

   

   Tip: If necessary, you can use the Search field to locate a user account.

   The User Account Information page displays.

   

2. Complete one of the following:

   • Set a non-provider as a proxy user

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

        

        Additional options to add the user's basic information displays.

        

     2. Enter the user's information in the generated fields.

        Note: The user's clinician ID is automatically assigned by DoseSpot, a 3rd-party provider of the ePrescribe service. You cannot edit the ID.

   • Set a provider as a proxy user

     1. ClickTap the Provider Info tab.

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

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

        

3. ClickTap Save.