On a client’s profile, there is a Medications tab where you can prescribe new medications and manage existing ones.
Note: To add ePrescribe to your account, see Adding ePrescribe to your SimplePractice account.
In this guide, we’ll cover:
- Viewing a client’s medications
- Reviewing client info for ePrescribe
- Managing a client’s pharmacy list
- Adding a client’s allergies
- Creating a new prescription
- Renewing a prescription
- Stopping a prescription
- Deleting a prescription
- FAQs
Viewing a client’s medications
To view a client’s active and inactive medications:
- Navigate to the client’s Overview page
- Select Medications
On the client’s Medications tab, you’ll find a section for both active and inactive medications, as well as the date and time this page was last updated.
For each active and inactive medication, you’ll find the following for each medication:
- Name, Strength, Form
- Dose
- Route
- Timing
- Start date and Stop date
- Additional directions, if added
Click Manage medications > Continue to open the DrFirst ePrescribe window.
Note: DrFirst is our third-party ePrescribe partner.
Reviewing client info for ePrescribe
To review or edit a client’s info saved for ePrescribe:
- Navigate to the client’s Overview page
- Select Medications > Manage medications
- Review the client’s info
- Any edits made here are only saved in ePrescribe
- To make edits, click Edit
- Click Continue
The following information is required for each client:
- Legal first name
- Legal last name
-
Date of birth
- If the client is a minor, their Height (inches) and Weight (Pounds) are also required
- Sex
-
Client’s street address
- If you don’t know the client’s address, check the box for Unknown address
- Client’s city
- State
- ZIP Code
Important: The information here is saved for ePrescribe only. To update the client’s profile in your SimplePractice account, click edit client info to be taken to the client’s Client info page.
Managing a client’s pharmacy list
Designating a default pharmacy for the client is required to send a prescription.
Note: A default pharmacy isn’t required to create a new prescription. However, you’ll be required to set one before you can send out a new prescription.
In this section, we’ll cover:
Adding a pharmacy
To add a pharmacy to a client’s list:
- Navigate to the client’s Overview page
- Select Medications > Manage medications
- Review the client’s info
- Any edits made here are only saved in ePrescribe
- Click Continue
- Click the magnifying glass class icon under Pharmacy
- If applicable, you can also click Please set the default pharmacy
- Use the checkboxes and text fields to narrow your search
- Click Search
- Choose the row to add the pharmacy to the client’s list
The pharmacy will appear in the client’s dropdown list on their Patient Summary page. Use the dropdown menu to select a pharmacy as default.
To add additional pharmacies to the client’s list, click the magnifying glass icon and follow the steps above.
Viewing pharmacy details
To view a client’s pharmacy details:
- On the client’s Patient Summary page, use the dropdown menu to select the pharmacy in question
- Click the bullet list icon
The pharmacy details will appear in a pop up window. Click Close to exit.
Deleting a pharmacy
To delete a pharmacy from the client’s list:
- On the client’s Patient Summary page, use the dropdown menu to select the pharmacy in question
- Click the trash can icon to delete it
- Click Confirm Delete
Adding a client’s allergies
To add a client’s drug allergies:
- Navigate to the client’s Overview page
- Select Medications > Manage medications
- Review the client’s info
- Any edits made here are only saved in ePrescribe
- Click Continue
- The DrFirst ePrescribe window will load
- This may take a moment
- Under Allergies:
- If the client doesn’t have any known drug allergies, click Mark patient NKDA
- To add the client’s known drug allergies, click the + icon
- Type in the Allergen and click Search
- Choose the Matching Allergen / Group
- Type in the Reaction(s) and click Add Reaction
- Type in the Severity and click Add Severity
- Add Onset Date
- Click Save
Creating a new prescription
After a default pharmacy has been added and the client’s drug allergies have been entered, you’re ready to create a new prescription for a client. To do this:
- Navigate to the client’s Overview page
- Select Medications > Manage medications
- Review the client’s info
- Any edits made here are only saved in ePrescribe
- Click Continue
- The DrFirst ePrescribe window will load
- This may take a moment
- Choose Create New Rx
- Type in the drug in question
- Click the magnifying glass icon
- Select a medication to prescribe
- Choose a Strength / Pkg
- Add Patient Directions by using the dropdown menus
- Add a Quantity and any other additional details
- Click Review
- Review the information
- Click Save Pending Rx
- To save and add another Rx, click Save and Add Rx
- To make updates, click Back
- To cancel the prescription, click Cancel
To send the prescription to the client’s default pharmacy:
- Enter your Signature Password
- Click Send
A confirmation banner will appear at the top of the page.
Important: In order to send a prescription to a pharmacy, a default pharmacy must be added. To learn more, see Adding a pharmacy.
Renewing a prescription
To renew a medication:
- Navigate to the client’s Overview page
- Select Medications > Manage medications
- Review the client’s info
- Any edits made here are only saved in ePrescribe
- Click Continue
- The DrFirst ePrescribe window will load
- This may take a moment
- Under Active Medications, find the medication in question
- Under Actions, click the renew button
A prescription will automatically be created and appear under Prescription Management.
- Enter your Signature Password
- Click Send
Stopping a prescription
Stopping a prescription means to move it from active to inactive medications at the client’s Medications tab. To delete the prescription from the Medications tab, see Deleting a medication.
To stop a prescription:
- Navigate to the client’s Overview page
- Select Medications > Manage medications
- Review the client’s info
- Any edits made here are only saved in ePrescribe
- Click Continue
- The DrFirst ePrescribe window will load
- This may take a moment
- Under Active Medications, find the prescription in question
- Under Actions, click the stop icon
Deleting a prescription
To delete an active medication:
- Navigate to the client’s Overview page
- Select Medications > Manage medications
- Review the client’s info
- Any edits made here are only saved in ePrescribe
- Click Continue
- The DrFirst ePrescribe window will load
- This may take a moment
- Under Active Medications, find the prescription(s) in question
- Use the checkboxes to select more than one medication
- Under Actions, click the trash can icon
- Click Confirm Delete
FAQs
- Can I auto-populate a client’s active medications into their documentation?
- How do I perform a data export for ePrescribe?
Can I auto-populate a client’s active medications into their documentation?
You can add a client’s active medications when you’re creating or editing a progress or psychotherapy note.
Note: To view a client’s active medications, see Viewing a client’s medications.
To do this, select the Rx button in the note’s text box.
Clicking this button will enter this text: {client_active_medication_list}. Once the note is saved, each active medication will populate with the following information:
- Name, Strength, Form
- Dose
- Route
- Timing
- Start date
-
Additional notes, if added
- This populates from the Additional Directions To Patient field, accessible from the DrFirst ePrescribe window
This is how an active medication will appear in a saved note:
Tip: You can also auto-populate other information saved as snippets in a progress or psychotherapy note. For more information, see Using snippets.
How do I perform a data export for ePrescribe?
To perform a data export for a client:
- Navigate to the client’s Overview page
- Click Medications > Manage medications > Continue
- Next to Clinical Reports, select Patient
Note: If you don’t see Clinical Reports in the DrFirst panel, reach out to our Customer Success team.
- Click the printer icon to print to bring or to save as a PDF for your records
Note: For any other ePrescribe reports, click the hamburger menu in the top left corner > Reports.