Skip to main content


Kareo Help Center

Clinical (EHR) Release Notes January 24, 2019

In January 2019, your Kareo Clinical account will be upgraded to the latest version.

eRx Enhancement: Add Supervising Provider

eRx enrolled prescribers now have the option to submit ePrescriptions with a Supervising Provider. This will alleviate rejected prescriptions from pharmacies requiring the Supervising Provider name to be in the electronic file instead of the pharmacy notes.

Regulations for Supervising Provider submission through ePrescription varies by state. Please review laws specific to your state for more details.

Important Notes:

  • This feature is only available for ePrescriptions
  • The selected supervising provider name will not populate on printed prescriptions
  • Only eRx enrolled providers can enable this option
  • Only active and eRx enrolled providers can be selected from the Supervising Provider drop-down

Enable Supervising Provider Option

These steps will need to be completed for any prescriber who requires a supervising provider.

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click User Settings. The User Settings page opens.
  3. Click Edit to the right of the provider's name. The Edit User page opens.
  4. Click to select "Enable Supervising Provider for Prescribing".
    Note: This option will be disabled for providers who are not eRx enrolled. Enroll for eRx to enable this option.
  5. Click Save Provider.

ePrescribe with a Supervising Provider

Only active providers who are eRx enrolled will populate in the drop-down list. EPCS enrollment is not required to be a supervising provider.

  1. Search for and open the patient's chart.
  2. Click Medications > + Prescription. The Prescribe Medication page opens.
  3. Populate the required fields for the prescription.
  4. Select a Supervising Provider from the drop-down.
  5. Click Preview and Send. The New Prescription (Preview) window opens.
  1. Verify the prescription details. Click Send Now to send the prescription with the Supervising Provider name or click Edit to make changes.

View Submitted Supervising Provider

  1. Search for and open the patient's chart.
  2. Click Medications. The Medications page opens.
  3. Click on the medication. The ePrescription window displays the prescriber and supervising provider.

eRx Renewal: Add Supervising Provider

The pharmacy may not send back the original supervising provider in the message. If a supervising provider is required for the prescription to be filled, providers will need to select "Change" as the Renewal Response to populate the supervising provider.

  1. Hover over the Clinical icon and click on eRx Request. The eRx Request page opens.
  2. Click on a renewal request. The Rx Renewal Received page opens.
  3. Click to select "Change" under Renewal Response.
  4. Select a Supervising Provider from the drop-down.
  5. Change the medication details as needed.
  6. Select a Change Medication Reason from the drop-down.
  7. Click Submit.


Notable Bug Fixes

  • Fixed an issue where printed lab accession forms displays the incorrect requested time/date
  • Fixed an issue where users were unable to save a new or existing template
  • Was this article helpful?