Help Center Clinic Manager Getting started with Clinic Manager
Getting started with Clinic Manager
Who does what
| Step | Who |
|---|---|
| Pharmacy connection, eFax line | Prescripta, no charge |
| EMR connection | You, with the setup guide (Zenoti: one webhook; OptiMantra: four), or on a short call with Prescripta |
| Lab connection (dedicated Quest Quanum user) | You create the user; Prescripta enters it with you |
| Your settings (the list below) | You |
Your first day, in order
- Sign in at membership.prescripta.com. The thin line above the top bar reads Prescripta Clinic Manager.
- Admin → Settings → Memberships & patients: leave Membership management is on ticked if you sell memberships; untick it if you do not. Set Follow-ups apply to (members only, or all patients) and Refill reminders apply to (members only, or every patient with a medication on file).
- Admin → Settings → EMR connection: check Last sync shows your patients ("All patients: N in the EMR · N added"). Zenoti: under Appointments, check the catch-up ran. OptiMantra: import the rest of your patients once from a CSV file (Settings → Data).
- Patients → Find duplicates: work the tab The portal can merge. Pairs on the Fix in [EMR] tab are merged in your EMR.
- Admin → Settings → Tasks: click Add suggested templates, check the categories and New task defaults, and turn on the Automatic tasks you want (Plus / Pro, or the add-on): follow-ups, refills coming due, lab draws, no-shows.
- Admin → Settings → Notifications → Alerts: turn on Task due today and Task overdue, choose instant e-mail or the daily summary, and choose who gets each e-mail.
- Admin → Roles: check who may give tasks to others and remove tasks, and who sees lab results (See, print and link lab results, on for every role).
- Lab results (Plus / Pro, or the add-on): make a dedicated Quanum user for the portal, enter it with Prescripta support in Settings → Lab connections → Quest (Quanum), and pick the daily time.
- Dashboard: tick the cards you want in Settings → Dashboard cards; new clinics start with every card hidden at zero.
- Account → Branding: logo, colors, product line.
Where each Clinic Manager setting lives
| Setting | Where |
|---|---|
| Memberships on / off, who follow-ups and refills apply to, New / Seen / Not seen windows | Admin → Settings → Memberships & patients |
| Patient sync, appointment frequency, catch-up, Zenoti webhooks | Admin → Settings → EMR connection |
| Categories, priorities, steps, defaults, required fields, templates, automatic tasks | Admin → Settings → Tasks |
| Task and membership alert e-mails | Admin → Settings → Notifications → Alerts |
| Quest (Quanum) sign-in, daily time, partial results | Admin → Settings → Lab connections |
| Task and lab permissions | Admin → Roles |
| Dashboard cards | Admin → Settings → Dashboard cards |