Help Center Membership Management
Membership Management
Using the Membership Management portal: sign-in, memberships and your EMR, reorders and the pharmacy, the dashboard, faxes, the daily e-mail, and your plan.
Signing in to Membership Management
E-mail, password and an authenticator code on every sign-in, one login for every clinic you work in, and what to do when a phone or a password is lost.
Memberships and your EMR
How the dashboard counts match your EMR, what the review flags mean, why a membership change never creates a duplicate, and how to work with no EMR connection.
Reorders and the pharmacy
How the reorder date is decided, how pharmacy history is kept current on its own, what the pharmacy status codes mean, and how auto-prepared orders work.
Dashboard cards and review flags
Turning cards on or off for the clinic, hiding a card until it has something to show, arranging your own view, and what the two review flags mean.
Faxes
On the Pro plan, every incoming fax is read once by the AI, where a patient's faxes live, and how re-reads are rationed.
The daily e-mail
What the morning summary contains, who receives it, and why it never carries patient information.
Plans, billing and cancelling
What Base, Plus and Pro include, and how to change your plan, update your card or cancel from your Prescripta account.