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Kareo Help Center

eRx Renewal Request: Proxy Response

Updated: 05/18/2021
Views: 1576

Users assigned as an eRx proxy can respond to renewal request sent by the pharmacy on behalf of the provider.

A renewal request is sent from the pharmacy when:

  • The pharmacy has received a renewal request from the patient
  • The pharmacy has an automatic prescription renewal program that triggers a renewal request when a prescription is about to expire or the last refill has been used

Note: The renewal request expires 2 weeks after the request is received. If a response is not sent within 2 weeks, the status remains as New and further action on the request cannot be taken by the provider or proxy.

Access Renewal Requests

  1. Hover over the Clinical icon and click on eRx Request. The Renewal Requests tab displays.
  2. Click on the renewal request. The Renewal Received page opens.
  3. Review the renewal request to determine if the request should be approved, denied, or a change of medication is required.
Clinical_eRxProxy_Access.png

Approve Renewal Request

  1. Verify the total number of dispensing is accurate.
    Note: To submit the approved renewal request, the total number of dispensing must be 1 or greater.
  2. Click Submit when finished. The approved renewal request is sent to the pharmacy and the refill is documented in the patient's active medication list.
    • If the medication is a controlled substance, click Print to generate a paper prescription. Electronic renewal is not available for controlled substances. If necessary, deny the renewal request to close the request and advise the provider to ePrescribe the controlled substance.
Clinical_eRxProxy_Approve.png

Deny Renewal Request

  1. Click to select "Deny".
  2. Click the Select Reason for Denial drop-down and select the denial reason.
  3. Click Submit when finished. The denied renewal request is sent to the pharmacy.
Clinical_eRxProxy_Deny.png
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