Help Center Membership Management: Getting in and your account The Account page
The Account page
What it is
Your clinic's subscription, branding and support details, inside the portal.
Who can see it
Anyone with "View settings" (by default owner, admin and provider). Click Account in the top bar. You can also reach it from Admin → Settings → Account & plan.
Who can edit it
Branding can be edited by the owner and by anyone with "Change settings". Everyone else sees greyed-out fields and no Save button. The subscription is changed on prescripta.com, not here.
Your subscription
Every line, top to bottom:
| What you see | Meaning |
|---|---|
| Plan name in large letters (for example Base, Plus, Pro), or No plan on file | The plan your clinic is on. |
| $29/month (or the plan's price) | The plan's monthly list price. Not shown for plans with no list price. |
| Status label | Active (green), paid and current. Trial (blue), free trial. Complimentary (blue), free of charge. Payment past due (red), the last payment failed; update your card on prescripta.com. Cancelled (yellow), cancelled, still working until the date shown. |
| next charge Nov 25, 2026 | The date of the next billing. |
| available until Nov 25, 2026 | Shown instead when the subscription is cancelled. The portal keeps working until then, then the clinic is paused by the next morning run. |
| One-line plan summary | What the plan covers, for example "Everything in Base, plus up to three pharmacies." |
| Changing to [plan] on [date]. | A plan change you already made on prescripta.com that takes effect on that date. |
| Included list (each with ✓) | Every feature your clinic has. Possible items: Pharmacy e-ordering, EMR sync, Multiple memberships per patient, CSV import & export, Multiple pharmacies, Fax prescriptions, AI morning brief, Team chat posts, AI prescription pre-check. |
| ✓ Pharmacies: up to 1 / up to 3 / unlimited | Your pharmacy limit: how many pharmacies your clinic may have. |
| ✓ Your fax number: (407) 555-0123 | Your clinic's fax number, if you have one. Set up by Prescripta. |
| Not in your plan list | Features you don't have and could get. Add-ons say (add-on). |
| Auto-reorder is switched off for this clinic by Prescripta. | Only shown when Prescripta has turned auto-reorder off for your clinic. Contact support. |
| EMR sync is switched off for this clinic by Prescripta. | Only shown when Prescripta has turned the EMR sync off for your clinic. Contact support. |
| View billing and change plan button | Opens prescripta.com in a new tab. |
| "Invoices, payment method, upgrades, downgrades and cancellation are handled on prescripta.com. Account reference: …" | Where billing is done, and your account reference. |
Dates on this page are written like Nov 25, 2026.
View billing and change plan
What it does: opens your billing page on prescripta.com in a new tab. There you can see invoices, change your card, upgrade, downgrade or cancel. The portal never holds card details.
After you change plan on prescripta.com: the new features switch on (or off) for your clinic automatically. A change set for a future date shows as "Changing to [plan] on [date]."
Branding
What it is: your clinic's name, logo and colors. The panel says: "Your clinic's name, logo and colors on every page, the daily summary e-mail and prescription PDFs."
Clinic name
The name in the top bar (when there is no logo), in e-mails and on PDFs. Up to 80 characters. Leave empty to use the clinic's name on file.
Logo
- The label says "(PNG or SVG, large images are shrunk automatically; up to 150 KB after shrinking)". The portal accepts PNG, SVG, JPEG or WebP.
- Click the file button and choose your logo. A small preview appears.
- Large pictures are shrunk automatically to fit 480 × 140 pixels (never made bigger). SVG files are not shrunk.
- After shrinking, the logo must be 150 KB or less.
- Remove takes the logo off (save to keep that change).
- Errors: "Use a PNG, SVG, JPEG or WebP image." and "That logo is still too large after shrinking (over 150 KB). Try a simpler PNG or an SVG."
Tip: a logo with a see-through (transparent) background looks best on the top bar.
Colors
Each color has a color box, its code (like #5c8120) or the word default, and a small × to clear it back to the default.
| Color | Used for |
|---|---|
| Primary | links, headings, chips, tiles |
| Accent | highlights |
| Buttons | main action buttons (defaults to primary) |
| Background | page background |
| Top bar | header background |
The text on buttons switches between white and dark by itself so it stays easy to read.
Preview
A small picture of the top bar, a dashboard tile, an accent chip and a button, in your chosen colors. It shows unsaved choices. The panel says "The preview shows the unsaved choices; the whole portal changes once you save."
Buttons
- Save branding: saves the name, logo and colors. Message: "Branding saved." The whole portal changes for everyone in your clinic. Needs a recent sign-in. Written to the audit log.
- Reset colors: clears all five colors back to the defaults in the form. Click Save branding to keep it.
Unsaved branding is not kept if you are signed out. Save before your sign-in window ends.
Support
- Contact support button, opens the Prescripta support desk in a new tab. Next to it: "Opens the Prescripta support desk in a new tab. Quote your account reference …" and a Copy button that copies your account reference.
- "E-mail support@prescripta.com and quote your account reference so we find you at once." The e-mail link fills in a subject line with your account reference.
- A small table:
- Account reference: your clinic's ID. Give this to support.
- Owner: the owner e-mail on file.
- Time zone: your clinic's time zone (America/New_York unless set).
- "Never include patient details in a support e-mail."
Questions people ask
Q: Where do I change my credit card?
A: Account → View billing and change plan. It opens prescripta.com.
Q: How do I upgrade to get more pharmacies or fax?
A: Account → View billing and change plan and pick a bigger plan on prescripta.com. Features switch on automatically.
Q: It says "Payment past due".
A: The last charge failed. Update your payment method on prescripta.com.
Q: We cancelled. When do we lose access?
A: On the date after available until. The portal keeps working until then.
Q: Can I undo a cancellation?
A: Yes, reactivate on prescripta.com before the end date.
Q: Why can't I change the branding?
A: You need to be the owner or have Change settings. Otherwise the fields are greyed out.
Q: My logo looks tiny or cut off.
A: Use a wide logo with little empty space around it. A transparent PNG or an SVG works best.
Q: I changed colors but nothing changed.
A: Click Save branding. The preview shows changes before saving; the portal only changes after saving.
Q: How do I go back to the original colors?
A: Click Reset colors, then Save branding.
Q: Where is my account reference?
A: On the Account page, next to the billing button and in the Support panel. Use Copy to copy it.
Q: Can I change who the owner is, or the time zone?
A: Not on this page. Contact support. (To give someone the owner role in the portal, the owner uses Admin → Users.)
Q: A feature is under "Not in your plan" but I thought we had it.
A: Check your plan on prescripta.com, or contact support with your account reference.
Q: Can a provider see our billing?
A: A provider has View settings by default, so they can see the Account page, but they cannot edit branding and billing changes happen only on prescripta.com. The owner can untick View settings for provider on Owner → Roles.