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Kareo Help Center

Assign Proxy

Updated: 12/03/2019
Views: 2395

Providers can assign another Provider or a Clinical Assistant at their practice as a proxy to respond to eRx Renewal Requests from the pharmacy on their behalf. The assigned proxy will have the option to Approve or Deny a renewal request. If changes to the prescription is required, only the prescribing provider will have access.

Important Notes:

  • The provider must have eRx enabled to assign a proxy.
  • The assigned proxy provider is not required to be enrolled in eRx. The requirement is only for the prescribing provider.
  • In order to be a proxy, the user must have a Provider or Clinical Assistant role.
  • Providers can assign as many proxies as necessary.

Assign Proxy User(s)

  1. Hover over the User icon and click on My Settings. The My Settings page opens.
  2. Click eRx Proxy Access. The eRx Proxy Access page opens.
  3. Click to select the user(s) to delegate renewal requests.
  4. Click Save when finished.

Once completed, the assigned proxy can respond to the renewal request.



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