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Kareo Help Center

How to ePrescribe a Controlled Substance (EPCS)

Kareo Clinical offers medical professionals the ability to write prescriptions for controlled substances that can be printed for a patient or sent to a pharmacy electronically. With each new medication, Kareo Clinical will automatically check for and alert the prescriber of any drug-drug interactions and allergic reactions.

Open a New Prescription

  1. Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet
  3. Click Medications on the left menu. The Medications& page opens.
  4. Click + Prescription. The Prescribe Medication window opens.

EHR using rx saver 1.png

Setup the Prescription

Enter the prescription information as outlined below. 

  1. Drug: Choose a drug using one of the following methods (see Tips below):
    • Type the first three letters of the medication name in the Drug field to see a list of drugs that match the letters you typed. Then select from the list displayed.
    • Click to select a drug from your saved Favorites.
    • Click Browse to choose a drug from an alphabetical list; select from Class > Subclass > Drugs.
  2. Add drug to favorites: Optional. Check this box to make this selection available from the Favorites drop-down menu when creating other prescriptions.
  3. Dosage Calculator: Click to utilize a dosage calculator. If available, patient weight is pre-populated based on last vitals taken. If a liquid drug is selected, the liquid formulation is also pre-populated.
  4. Warnings/Drug Info/Formulary: Click a tab to view warnings and information about the drug.
  5. Pt. Instructions: Enter prescription instructions for the patient.
  6. Build Instructions: Create prescription instructions for the patient by selecting from pre-set options for Dose, Unit, Route, Frequency, Directions, and Duration.
  7. Quantity: Click the drop-down and select from available quantity options for the drug.
  8. Dispense Form: Select the appropriate drug form from the drop-down menu.
  9. Refill: Click the drop-down and select the number of refills for the prescription. 
  10. Allow Substitution: Check the box to allow the use of a generic version of the drug.
  11. Pharmacy: Click the drop-down to select from the patient's previous pharmacies. By default, the pharmacy used for the patient's last electronic prescription displays.
  12. Find a Pharmacy: Click to open the Pharmacy Search window and find and compare discounts for the medication offered at local pharmacies. (Read Search for a Pharmacy to learn more.) 
  13. Pharmacy Notes: Enter any instructions for the pharmacy; these will not appear on the prescription label.
  14. Rx Saver: View the selected pharmacy's discounted rate for the medication and choose how to send the savings coupon to the patient. (Read Using Rx Saver to learn more.)
  15. Validate: click to move forward with the two-step authenticating.

Two-Step Authenticating 

Complete the Controlled Substance Prescription Signing Screen. 

  1. When you click Validate, a new web page with the EPCSGold screen appears where you have to complete the two-factor authentication.
  2. Check the box next to the prescription you are validating.
  3. Make sure the device in the drop-down matches the token device you are using.
  4. Enter your passphrase and enter the PIN number from your token. (Note: if the PIN number you are using is about to expire, wait for the next PIN number to generate to avoid having to redo this step.)
  5. Click on the Sign and Send button. Do not exit the tab. Allow it to complete sending the prescriptions. Once it is successful, the page will close out and you will return back to the Patient’s Medication screen.

tips icon.jpg Tips

  • Custom Drugs: You can create a custom drug that is not listed in the Kareo Clinical comprehensive drug list; see Create a Custom Drug. Note that if you choose to create a custom drug, it will not be checked against the Kareo Clinical database for potential drug-allergy interactions (DAI) and drug-drug interactions (DDI).
  • Duplicate Drug Warnings: If you prescribe a drug that is currently on your patient's Active Medications List, a warning will ask for a response from you.
  • Alerts:drug-drug interaction (DDI) alert appears if Kareo Clinical identifies the potential for significant drug-drug interactions. A drug-allergy interaction (DAI) alert appears when Kareo Clinical identifies the potential for the patient to have a significant allergic reaction to the drug you are prescribing based on your patient's allergy profile.