EHR User Guide
CharmHealth EHR's dynamic Rx workflow is certified by both Drummond Group and SureScripts for excellence. The intuitive single-view Rx window streamlines your prescribing process with,
Note - The eRx and EPCS workflow is available only to the US region. Non-US Practices can utilize the rest of the workflow.
Prescribers can fulfill the required prerequisites based on their prescription method:
The Practice Admin or Office Manager should enable the following role privileges for Prescribers:
Watch our video tutorial on how to e-prescribe controlled substances.
Watch our video tutorial on how to e-prescribe non-controlled substances.
Prescribers can follow the steps below to add prescriptions:
Note: With the PDMP add-on enabled, Prescribers can access important information on the patient's controlled substance prescription history and NARX scores before prescribing medication. It helps in identifying high-risk patients who would benefit from early intervention.
Note - If there is a discrepancy between the patient demographics in CharmHealth EHR and the Health Eligibility Plan, the plan name will display a red 'Man' icon. Clicking on the icon displays the Patient Benefit Plan details.
If you will be prescribing controlled substances, choose 'Yes' for the 'Are you e-Prescribing Controlled Substances?' option.
Fill in the necessary filters like Name, City, Zip Code, Fax/Phone No, Address, and State to narrow down the search.
Click the 'Search' button to view the list of available pharmacies. In the dynamic view window, click on the desired pharmacy to select it.
Once selected, you can verify whether the pharmacy Supports EPCS, Set as Preferred, or Change Pharmacy.
Note - You can easily select a Preferred Pharmacy with just a click for any upcoming prescriptions once you have added it.
The system will fetch and display the drugs matching your search from the standard drug database, including information like route, brand or generic name, and strength. Refine your search using the Route, Dose Form, and Strength filters.
Note: If the required drug name is not available in the database, you can create custom drugs.
The 'Alternatives' tab displays Therapeutic and Payer alternatives with higher preference levels for the added drug.
The suggested drugs can either be Therapeutic or Payer alternatives with higher preference levels.
Compare the Plan & Alternatives and choose the most appropriate drug for your Patient, if needed.
In the Intake form view, enable Dispense as Written and fill the fields like SIG Build, Direction, Dispense, Days of Supply fields, Internal Comments, Note to Pharmacy, and more as needed.
Click the 'Edit' button if you wish to enter free text for directions.Note - Electronic Prior Authorization helps you streamline your workflow by making the most efficient medication-related prior authorization process by default. Click on this link to learn more about the EPA add-on
Prescribers with the required role privileges can Sign, Sign & eRx, or issue Paper Rx for the prescribed drugs.
Before signing and transmitting, mark drugs as Ready to Sign if you are e-prescribing controlled substances.
The Red Indicator icon against each of these actions displays the pending action count.
The "Transmitted" tag displays the number of prescribed drugs transmitted versus the amount transmitted.
The Prescribers can sign the prescription and allow their agents to transmit them on their behalf later using the following steps:
Note - You should have e-Rx enabled for transmitting non-controlled substances or EPCS enabled for transmitting controlled and non-controlled substances.
Note - Once you transmit electronically, the prescriptions cannot be transmitted by any other mode.
Click on the 'Paper Rx' link to view and print a Paper Rx. In the US, you can print Paper Rx in the format recommended by your state.
Note - Once you transmit through Paper Rx, the prescriptions cannot be transmitted by any other mode.
You can fax the prescriptions from the 'Encounter > Rx > Fax Rx' section.
Select the prescription and preferred Pharmacy. Click on the 'Send' button to fax the Prescription.
Note - Once you transmit through Fax Rx, the prescriptions cannot be transmitted by any other mode. Visit our resource center to learn more about our Fax add-on.
Watch our video tutorial on how to add custom drugs.
For writing a custom compounded drug, follow the steps below:
Note - The most restrained drug's NDC and DEA value applies to the entire prescription.
Previously added custom drugs will be available as a part of the drug search. You can filter Custom Drugs by checking the 'Is Custom' checkbox in the Search and Add Rx view.
Watch our video tutorial on how to add Rx Templates.
To add drugs using Prescription Templates, follow these steps:
Watch our video tutorial on how to add Past Rx.
Follow the steps below for repeating prescriptions from previous encounters with the Patient:
You can initiate a Cancel Rx for transmitted prescriptions from the following sections:
Then, a pop-up box with the Rx details will appear; review and click the 'Cancel Rx' button.
Once canceled, the prescription status will change to eRx - Cancelled.
Clicking on each canceled Rx displays a pop-up box containing the cancel confirmation message from Surescripts.
To modify the prescribed drug strength, navigate to the 'Patient Dashboard', click the 'More Options' icon (three dots) next to the drug, and select 'Modify'.
Now, pick the necessary drug strength from the Modify Prescriptions window and click the 'Save' button.
Once done, the previous drug will go inactive once modified.
Prescribers can delete unsigned Rx from the 'Patient Dashboard'. Click on the 'Trash Bin' icon to delete the Rx.
Signed prescriptions cannot be deleted. Alternatively, you can choose the 'Void' option to prevent it from being transmitted.
The 'Prescriptions' tab facilitates the Agent workflow. It displays all prescriptions added to each patient throughout the Practice alongside the Provider, Date, and Status details. The 'Date', 'Rx Status', 'Provider', 'Patient', and 'Facility List' drop-down filters allow narrowing your search further.
Once the Agent has added the prescription, the Prescriber can click the 'More Options' icon (3 dots) against each Patient to review and Sign the prescriptions.
Similarly, the Agent can Transmit non-controlled prescriptions signed by the Prescriber from here.
Prescribers can review and process Pharmacy Refill or RxChange requests from the Prescriptions > Pharmacy Request section.
Refill Requests
Prescribers can click the 'Process' button against each request and choose to Approve, Deny, or Replace the Rx in the 'Action' field.
To approve the Pharmacy request, follow the steps below:
Modify the number of refills if needed, and proceed to sign and transmit the refill request.
Note - Processing CS refill requests requires two-factor authentication.
Replace Refill Request
This option allows you to replace the drug during the refill process. Clicking 'Replace' directs you to the Replace Prescriptions window.
Rx Change Requests
The Pharmacy can raise Rx Change requests to dispense Generic Substitutes, Therapeutic Alternatives, or for Prior Auth. Prescribers can click the 'Process' button to approve or deny the request.
Note - Processing CS refill requests requires two-factor authentication.
Rx-Fill status update received from the Pharmacy will be displayed in the Prescriptions > Rx-Fill Notification section. You can click on each Rx to view the Prescription Fill Info.
The Prescriptions > eRx Sent tab displays the entire list of prescriptions transmitted electronically from the Practice. You can filter the list using the Type, Date, Provider, Patient, and Facility List drop-down menus.
Quick prescriptions can be written for a patient without an encounter by following the below steps: