Inviting clinicians to set up ePrescribe

If you’re in a group practice, you can invite clinicians to set up ePrescribe from their own account. You can also resend invitations, view prescribing status, and grant staff access in DrFirst for non-controlled substances only. In this guide, we'll cover:

• Inviting a clinician in your group practice to create an ePrescribe profile
• How can I resend the ePrescribe invitation to a team member?
• How can I view a clinician’s ePrescribe status?
• How do I grant staff access for ePrescribe?
• How do I add an ePrescribe supervisor?

Inviting a clinician in your group practice to create an ePrescribe profile

If you’re in a group practice, only the Account Owner can send an invite to a clinician team member to set up ePrescribe from their own account. To do this:

1. Navigate to Settings > Practice > Plan info
2. Under Add-ons, click Manage access

3. Click Add ePrescribe next to the team member’s name

4. Select Prescriber access

5. Click Continue
6. Check the box stating I agree to pay the nonrefundable $89 setup fee + tax today, then click Pay and invite

Note: For more information on granting staff access, see How do I grant staff access for ePrescribe?

As the Account Owner, you’ll receive a confirmation email that includes a receipt for the one-time ePrescribe setup fee of $89 and tax, if applicable.

A separate email invitation will be sent to the clinician. To set up ePrescribe in their own SimplePractice account, they can click Start ePrescribe setup.

The invited clinician will be prompted to create an ePrescribe profile following the steps in this section: Creating an ePrescribe profile.

How can I resend the ePrescribe invitation to a team member?

You can only resend an ePrescribe invite to a team member that has Setup pending for their Prescribing status under Feature access at their team member profile.

For more information, see How can I view a clinician’s ePrescribe status?

To resend an ePrescribe invite:

1. Navigate to Settings > Team > Team members
2. Click the name of the team member in question
3. Under ePrescribe, click View
4. Select Resend ePrescribe invitation

How can I view a clinician’s ePrescribe status?

To view your own ePrescribe status:

1. Navigate to Settings > Profile > Clinical info
2. Under ePrescribe, view the Prescribing status

If you’re an Account Owner, to view a clinical team member’s ePrescribe status:

1. Navigate to Settings > Team > Team members
2. Click the name of the team member in question
3. Under ePrescribe, view the status next to Prescribing status

How do I grant staff access for ePrescribe?

You can assign a staff access role to a team member in your group practice so they can queue prescriptions or send prescriptions to pharmacies (non-controlled substances only) on behalf of a prescriber.

First, you’ll need to update this team member’s role to either a practice manager or clinician with entire practice access, if they aren’t already. To do this:

1. Navigate to Settings > Team > Team members
2. Click the name of the team member
3. Under Role info, click Edit
4. Check the box for either:
   • Practice manager
   • Clinician and Entire practice
5. Click Continue
6. Add additional permissions as needed
7. Click Continue

8. Review the changes to your subscription plan
9. Click Save changes

Note: There's an additional monthly cost per practice manager and/or clinician that you add to your group practice. For more information, see Adding and managing team members. For staff access roles in DrFirst, the monthly ePrescribing fee is waived.

Once added as a practice manager or clinician with entire practice access, the Account Owner can grant staff access to that team member:

1. Navigate to Settings > Practice > Plan info
2. Under Add-ons, click Manage access

3. Click Add ePrescribe next to the team member(s) name(s)

4. Select Staff access

5. Click Continue > Submit

The Account Owner and the team member granted staff access will receive an email confirmation.

If the staff member will also be sending prescriptions (non-controlled substances only) to pharmacies on the prescriber’s behalf, the prescriber will need to add the team member to their Authorized Agents list in DrFirst.

Note: These steps must be completed by the prescriber, but will be included in the Account Owner’s confirmation email.

Important: Due to state regulations, prescribers located in New York or Georgia aren’t permitted to designate team members with staff access as Authorized Agents in DrFirst.

To add a team member to a prescriber’s Authorized Agents list in DrFirst, the prescriber can:

1. Click ePrescribe from the left navigation menu
2. Choose the hamburger menu in the top left corner
3. Select Utilities > Manage Provider Agent Assignments

4. Under Available Staff, find the team member
5. Click Authorize
6. Check the box for I affirm that I am an authorized representative of this practice with authority to configure Provider Agents.
7. Click Approve Changes

How do I add an ePrescribe supervisor?

You can find the three types of supervisors that can be set up and their descriptions below:

To add an ePrescribe supervisor, please reach out to our team.