Prescribe or ePrescribe Medication
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Kareo Clinical enables medical professionals to write prescriptions for drugs, durable medical equipment (DME), or supplies that can be printed for the patient or sent electronically to the pharmacy. With each new medication prescribed, Kareo Clinical automatically checks for, and alerts you to, the potential for significant drug-drug interactions or allergic reactions.
To electronically prescribe controlled substances, review ePrescribe Controlled Substances (EPCS).
Access Patient Medications
- Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
- Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
- Click Medications. The Active Medications page opens.
- Click + Prescription. The Prescribe Medication page opens.
- Drug: Enter the name of the drug, DME, or supplies to return a list of matching results with the applicable dosage and dispense forms. Select the desired result from the list.
Tip: When the desired drug is not listed, enter additional drug information (e.g., generic drug name, entire drug name, "ER" for extended release drugs, dosage, or dispense form) to narrow the search.
Note: Custom drugs are not available for ePrescribing and can only be printed.
- To prescribe a drug favorite, click Favorites and select the drug and dispense form.
- To create a new drug favorite, click to select "Add drug to favorites".
- To calculator the patient's dosage, click Dosage Calculator. When available, the patient's weight is pre-populated based on the last vitals taken. If a liquid drug is selected, the liquid formulation is also pre-populated.
- Pt. Instructions: Enter prescription instructions for the patient or click Build Instructions to create prescription instructions for the patient by selecting from pre-set options for Dose, Unit, Route, Frequency, Directions, and Duration.
- Quantity: Click the drop-down and select from available quantity options for the drug or enter a custom quantity. The unit description of the selected drug displays to the right of the Quantity amount.
- To indicate a partial dispensing, enter a decimal value leading with a zero (e.g., "0.5") as the Quantity.
- When applicable, the Total quantity displays based on the calculation of the drug's pre-determined manufactured unit size multiplied by the quantity amount entered.
- Refill: Click the drop-down and select the number of refills for the prescription.
- By default, "Allow Substitution" is selected to allow the use of a generic version of the drug. To disable, click to clear "Allow Substitution".
- Days supply: Enter the prescription days supply.
Note: For CQM reporting purposes only. The days supply does not populate on a printed prescription.
- Reason For Rx: If applicable, enter an ICD-10 code or click Browse for more options.
- To enter a second diagnosis, click Add Another Reason.
- Supervising Provider: If applicable, select a supervising provider from the drop-down to send electronically.
Note: Only active providers who are eRx enrolled will populate in the drop-down list. Supervising provider does not populate on printed prescriptions.
Select a pharmacy to view formulary, copay amount, and find coupons.
- Pharmacy: By default, the patient's preferred pharmacy is populated. If the patient has multiple preferred pharmacies, click the drop-down to select different pharmacy from the list.
- If necessary, click Find a Pharmacy to search for a pharmacy. The Pharmacy Search pop-up window opens.
- By default Retail is select as the pharmacy type. To filter by the pharmacy type by mail order or both types, click the drop-down to select Mail Order or Both.
- To only show pharmacies that are certified for electronic prescriptions for controlled substances (EPCS), click to select "EPCS Certified".
- Enter any of the following search criteria, then click Search:
Tip: Search by a city name or zip code only for broader results.
- Name: Enter the pharmacy's name or store number (e.g., CVS, 4825, #4825)
- Phone: Enter the pharmacy's phone number without spaces, dashes, or parenthesis (e.g., 7149796743)
- City: Enter the pharmacy's city
- State: Select the pharmacy's state.
- Zip: Enter a new zip code or search by the auto-populated patient's zip code
- Click on the pharmacy to add to the prescription.
- Pharmacy Notes: Enter any instructions for the pharmacy; these notes will not appear on the prescription label.
View the drug's formulary status, coverage factor, and alternative medications based on the patient's formulary plan.
- Formulary Status: Displays the drug's formulary status with the plan. Available statuses:
- Non-Formulary: Displays when the drug is not included in the plan.
- On-Formulary/Non-Preferred: Displays when the drug is on formulary and is not a preferred drug.
- On-Formulary/Preferred: Displays when the drug is on formulary and is a preferred drug.
- Formulary Unknown: Displays when coverage information cannot be found or the drug could not be found in the formulary database.
- Non-reimbursable: Displays when there is no coverage and the patient is responsible for payment.
- Formulary: Click on the Formulary tab to view additional details.
- Coverage Factors: When available, the Quantity Limits, Age Limits, Gender Limits, General Information, Prior Authorization, or Step Therapy details display.
- Pharmacy Benefit Manager: If multiple plans are available, click the drop-down to select a different plan to view the drug coverage and formulary status.
- Alternative Medication: When available, a list of alternative drugs within the same therapeutic treatment family displays. The list is sorted by the highest coverage to the least. To prescribe an alternative drug, click on the drug name to replace the current drug name with the alternative drug name.
- Insurance: Displays the available copay amount based on the selected plan.
- When available, click View Details for additional coverage details.
- If the copay amount is not available, advise the patient to check their plan for more information.
- Rx Saver Coupon: Displays the selected pharmacy's discounted rate for the drug. To provide the Rx Savings Coupon to the patient, click to select "Send Via SMS", "Send Via Email", or "Print Coupon". If necessary, enter the applicable mobile phone number or email address.
- To view another pharmacies discounted rate, click Check other pharmacies to search for a new pharmacy. If a new pharmacy is selected, the prescription updates with the selected pharmacy name.
- Electronically send the prescription or generate a paper prescription.
ePrescribing enrollment is required for providers to send prescriptions electronically.
- Click Preview and Send. The New Prescription (Preview) pop-up window opens.
- Review the Patient, Medication, Pharmacy, and Prescriber details for accuracy.
- To make changes, click Edit to return to the prescription.
- Click Send Now to send the prescription to the pharmacy.
Any communication from the pharmacy (e.g., change request, send failure) about the prescription appears on both the eRx Requests page and the Medications page in the patient's record.
Regulations for printed prescriptions vary from state to state in the U.S. If your state requires special security paper for prescription printouts, you can search for and order paper that meets your state's regulatory requirements at prescriptionpaper.com.
You are solely responsible for ensuring that your use of third party products and services meets your requirements and those of all applicable laws. Kareo shall not have any responsibility or liability for or related to your use of any third party products or services.
- Click Print Rx. A PDF of the prescription opens in a new browser.
Note: The prescription is formatted based on the practice's state in Practice Information.
- Use the browser function to print the prescription.
- If the prescription is not aligned with the prescription paper, adjust the margins for the printer in Prescription Preferences.