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Kareo Help Center

Assign eRx Proxy

Updated: 10/21/2021
Views: 9256

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 has the option to Approve or Deny a renewal request. If changes to the prescription is required, only the prescribing provider can make the changes.

Important Notes:

  • The provider must have eRx enrolled 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.

Access eRx Proxy Access

The menu option is only accessible for providers who are enrolled for eRx.

  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.

Assign Proxy User(s)

  1. Click to select the user(s) to delegate renewal requests.
  2. Click Save when finished.

Once completed, the assigned proxy can respond to renewal requests on behalf of the provider.

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