Note: Only proxies and prescribing agents are authorized to prescribe on behalf of prescribers.
Understanding Roles
Understanding the distinction between a Proxy and a Prescribing Agent is essential when managing tasks on behalf of a prescriber. Both roles allow non-NPI holders to support prescribing clinicians within the same clinic by adding and editing prescriptions. However, their permissions differ in how far they can act on the prescriber’s behalf:
Prescribing agents can add, edit, and queue both controlled substance and non-controlled substance prescriptions on behalf of a provider. They may also approve and send non-controlled substance prescriptions directly to the pharmacy, but controlled substance prescriptions must remain pending for the provider to review and send.
Proxies can edit prescriptions and queue both controlled substance and non-controlled substance prescriptions as pending, but they cannot approve or transmit any prescriptions to the pharmacy.
Select a Provider
When a proxy or prescribing agent first opens the dashboard, it will appear empty. This is because they do not have any tasks assigned directly to them. To view and manage tasks, they must select the provider they are working on behalf of.
To do this, click either the On Behalf Of box or the Select Prescriber text, then choose the appropriate provider.
Once selected, the provider’s tasks will populate on the dashboard.
Proxies and prescribing agents can work on behalf of any provider within the clinic, as there is currently no way to restrict access to specific providers.
Acting as a Proxy
A proxy cannot approve or send prescriptions to the pharmacy and will not be able to progress through these tasks in the UI. They only have view-level access to additional tasks such as RxChange or refill requests. However, proxies are able to:
Edit existing pending prescriptions from either the dashboard or the patient landing page.
Add prescriptions to a patient as pending so the provider can review and approve them later.
Acting as a Prescribing Agent
Prescribing agents have greater permissions than proxies. In addition to adding and editing prescriptions, they can also approve and send non-controlled substance prescriptions directly to the pharmacy on behalf of a provider. Prescribing agents can:
Edit existing pending prescriptions from either the dashboard or the patient landing page.
Add prescriptions to a patient as pending so the provider can review later.
Approve and send non-controlled substance prescriptions to the pharmacy.
Take action on additional tasks (e.g., RxChange requests, refill requests).
Notifications for Proxy and Prescribing Agents
The notifications a proxy or prescribing agent sees will vary depending on their On Behalf Of selection. All notifications are tied to the specific prescriber they are currently acting on behalf of.
The notification bell in the top navigation bar displays all notifications for that prescriber, covering tasks across the entire clinic.
The notification icon next to the Patient Overview link is patient-specific and only shows tasks related to that individual patient.
