The new layout and pharmacy orders: questions people ask

Q: How do I get around the portal?

A: A menu down the left side of every page holds the page links. It stays in place while you scroll, and Fold menu folds it to icons. On a tablet or phone it is a strip across the top.

Q: Where are my work queues?

A: In the left menu, under the page each belongs to: follow-ups under Patients, prescription queues under Pharmacy, and so on. Click the small arrow beside a page to see its queues and their counts; click a queue to open its list on its own screen.

Q: What is on the Dashboard?

A: Four big numbers and the Quill brief: a short paragraph on what comes first today, then a list by area of every queue that has work. Each number opens its queue.

Q: Can we choose the four big numbers?

A: Yes. Settings → Dashboard cards → The four big cards.

Q: Do lists scroll sideways on a laptop?

A: No. A list fits the window; on a narrow window the least important columns step out, and they are always on the patient's page.

Q: Can the portal's e-mails carry our clinic's logo?

A: Portal e-mails are in the Prescripta look and show your clinic's name. You choose who receives the daily summary, at what hour, and which lines it carries.

Q: The patient page looks different. Where is everything?

A: It is one column now, read top to bottom: membership and scheduled steps, allergies, medications, order history, the follow-up log, notes, then labs, payments and faxes, with the patient's other memberships and contact details at the foot. Medications, Order history and Faxes fold; click the heading to open or shut them, and the page remembers your choice in that browser.

Q: Can I see a patient's medications from every pharmacy in one place?

A: Yes. The Medications section lists every medication on file with its pharmacy, last order and next reorder date. Check all pharmacies asks each connected pharmacy what it has for the patient (matched by last name and date of birth) and shows the answers in one table. Nothing is sent to any pharmacy.

Q: A pharmacy cancelled an order after accepting it. How do I find out why?

A: It appears under Rejected by pharmacy with a summary: what was sent, every status the pharmacy reported and when, and whether the patient has another order at the same pharmacy within a week. Pharmacies do not send a reason with a cancellation; if the summary shows another order, it was most likely a duplicate and Remove clears it.

Q: How fast does an order placed at the pharmacy by phone show up?

A: Within about an hour. The portal asks each connected pharmacy for new orders every hour and every morning.

Q: Our pharmacy reports a days supply that doesn't match the prescription. Can we use ours?

A: Yes. Per pharmacy, the portal can ignore the pharmacy's days supply and use what your staff entered on the order, carried forward to orders written at the pharmacy, then the catalog item's, then your reorder interval. Prescripta sets this up with the pharmacy.

Q: Can each patient have their own reorder interval?

A: No. The interval is set once per membership type in Settings, so every patient follows the same rule. To move one patient's next reorder, change the date on their page, or enter the days supply on the order.

Q: What happens to follow-ups when a membership ends?

A: They stop, and the patient's page shows the date the membership ended. One click on the page keeps following that patient if you want to.

Q: What is the difference between Make inactive and Archive?

A: Make inactive stops working a patient for now: they leave every queue, alert and reminder but stay in the patient list and search. Archive hides a record everywhere and is meant for duplicates and mistakes; it is only on the patient's page.

Q: Can we change the questions on the refill request form?

A: Yes. Every built-in field can be reworded and given a line of help, and every field except name and date of birth can be removed. You can also add up to 20 questions of your own.