ePrescribe: Add a Client

Add a client to PracticeQ to sync them with ePrescribe.

Required Fields to Add a Client

• You must always add a client to PracticeQ first; you cannot add clients in ePrescribe. 
• Once you add a client in PracticeQ, they will sync to ePrescribe.
• When adding a new client to PracticeQ, the following fields must be complete to connect them to ePrescribe:
  
  • First Name
  • Last Name
  • Date of Birth
  • Gender
  • Street Address
  • Zip Code
  • City
  • State
  • At least one phone number (home, work, or cell)

  Note: If any of these fields are missing, the client cannot be added via merge or interfaced successfully. If a client is missing information, you will receive a message when you select their Prescriptions tab.

  

Fill in the Missing Information

1. Select the Overview tab of the client's profile.
2. Click Edit in the top right corner.
3. Complete the fields required for ePrescribe.
4. Click Save in the top right corner.
5. Refresh the browser tab.
6. Select the Prescriptions tab again.