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Guides and answers for everything Prescripta.
Clinic Manager
Plans, first-day setup, everyday walkthroughs, and every Clinic Manager module: all patients, tasks, appointments and lab results.
- Clinic Manager plans
- Getting started with Clinic Manager
- Everyday walkthroughs
- All patients
- Tasks
- Appointments
- Lab results
- Lab connections: Quest (Quanum)
Getting Started
What Prescripta is and how a new practice comes on board.
Your Account & Sign-in
Sign-in help, passwords, and the emails Prescripta sends you.
Orders & Billing
Invoices, your card on file, plan changes, and reading your charges.
Practices & Programs
Practices, providers, and the programs your plan switches on.
Booking Page & Patient Portal
Your public booking page and patient portal, and how to manage them.
Membership Management: Getting in and your account
Signing in to Membership Management, passwords and the authenticator app, picking a clinic, the top bar, Admin users and roles, and the Account page.
- Setting up your clinic (going live)
- Getting in and your account: overview and words used
- The sign-in page
- Your first sign-in (the invitation)
- The code screen (every sign-in)
- Trust this browser, and Forget this browser
- Forgot password, the reset page and "I already have a code"
- Picking a clinic (Which clinic?)
Membership Management: The Dashboard
The Membership Management Dashboard: the membership cards, the Needs attention work list, row buttons, the reorder pane, the morning brief and daily e-mail.
- The Dashboard: overview and words used
- The page from top to bottom
- How a card works
- When do the numbers change?
- The Memberships row
- The Needs attention row
- The list panel (under the cards)
- Row buttons
Membership Management: Patients and memberships
Patients and memberships in Membership Management: the Members page, adding and importing patients, the patient page, and merging duplicate records.
Membership Management: Ordering and the pharmacy
Ordering in Membership Management: the life of an order, the reorder date, the order form, the Pharmacy page, pharmacy status codes, shipping and tracking.
- Prescriptions, ordering and the Pharmacy page: overview and words used
- The life of an order
- How the reorder date is worked out
- The order form
- The Pharmacy page
- Pharmacy status codes, and orders placed at the pharmacy directly
- Pharmacy → Found at the pharmacy
- Shipping and tracking
Membership Management: Settings
Admin settings in Membership Management: membership types and rules, schedules, the EMR connection, pharmacies, fax, dashboard cards, notifications, sign-in.
- Settings: overview and words used
- The Settings page: how it works
- Membership types & rules
- Schedules
- EMR connection
- Pharmacies
- Payments
- Fax
Membership Management: Fax, alerts, audit log and plans
The Fax page, Alerts, the Audit log, plans and features, the top bar and menu, how Membership Management works behind the scenes, and a glossary of terms.
- Fax, alerts, audit log, plans and how the portal works: overview and words used
- The top bar and menu (every page)
- Fax page
- Payments page
- Alerts page
- Audit log (Admin → Audit log)
- Plans and features
- How the portal works behind the scenes
Support
Getting help from the Prescripta team.
Security & Compliance
Security, privacy, and the agreements that back them.