Save time by writing prescriptions, tracking medication history, and ordering refills all within your SimplePractice account.

If you’re a transitioning Luminello customer using ePrescribe, ePrescribe will be available in your SimplePractice account the day after you transfer. To learn about what ePrescribe data will be transferred, see What ePrescribe data will be migrated from Luminello to SimplePractice?

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
• Sending a prescription to a pharmacy
• Renewing a prescription
• Stopping a prescription
• Deleting a prescription

Note: For more information on ePrescribing in SimplePractice from Luminello, see Eprescribing in SimplePractice from Luminello FAQs.

Viewing a client’s medications

You can view a client’s active and inactive medications from their Medications tab at any time. To do this:

• 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. 

Reviewing client info for ePrescribe

You can review and edit a client’s info saved for ePrescribe at any time. This information is saved separately from the Client info tab. To review and 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 SimplePractice, 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
• Viewing pharmacy details
• Deleting a pharmacy

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 from the provided list

Note: It’s important to select from the list provided and not to enter the allergy as a free text. For more information, see I entered free text by accident. How do I fix it?

• 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 from the provided list

Note: It’s important to select from the list provided and not to enter the drug in as a free text. For more information, see I entered free text by accident. How do I fix it? 

• 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
• If there are any Clinical Alerts, review the information in the slideout and click Acknowledge Alerts 

• 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

Sending a prescription to a pharmacy

Important: In order to send a prescription to a pharmacy, a default pharmacy must be added. To learn more, see Adding a pharmacy.

If there are any pending prescriptions for the client, they’ll populate under Prescription Management.

To send the prescription:

• Under Prescription Management, check the box for the prescription(s) you’d like to send

• Enter your Signature Password
• Click Send 

A confirmation banner will appear under Prescription Management.

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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 icon 

• If there are any Clinical Alerts, review the information in the slideout and click Acknowledge Alerts

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