Synchronizing a New Patient Profile from PrescribeIT®

An unsynchronized patient can be easily identified in two ways:

  • In bold on the To Do tab of the PrescribeIT® Message Manager

    • or

  • A red box around the expand icon in the New Rx window

To synchronize a new patient record with the PrescribeIT® Registry:

  1. From the PrescribeIT® To Do tab, highlight the transaction that contains a patient name in bold.
  2. Select the Process button. The New Prescription window opens.
  3. Select the expand icon next to the Patient field. The Patient Search window opens with the patient information provided from the prescriber through PrescribeIT® auto-populated.
  4. Select Search. A local search using the information auto-populated from the received PrescribeIT® transaction is performed. If the patient does not exist locally in PharmaClik Rx, a No Records Found message will display.

    Tip: It is important that you exhaust all search capabilities prior to continuing and creating a new Patient Folder, resulting in duplicates in PharmaClik Rx. Clear and refine the search for basic information - Last Name, First Name and DOB.
    The PrescribeIT® transaction information sometimes contains additional information, such as Middle name, that your pharmacy may not have recorded.

    1. A local search is performed.

    2. If the patient is not found using the patient demographic information from the PrescribeIT® order, edit the search criteria. For example: If the doctor sends an Rx for a patient who's first name is Betty, but locally her name is Bette, search for Bette instead of Betty.

    3. If the patient is not found locally, before adding a new patient record – ensure the PHN Code is selected from the drop down and press Search to perform a NB Client Registry search.

      If your pharmacy receives the following PHN Code error when completing a Client Registry Search - the PHN Code is missing from the search criteria.

      Select the appropriate PHN Code from the drop down list and retry the search.

    4. Once the patient is found in the Client Registry, the patient can be added locally.
  5. Select the New button. The PrescribeIT® Patient Compare window will open.

  6. Highlight the information in the PrescribeIT® pane (right-hand side), that you would like to add to the PharmaClik Rx patient file.

    • You can select fields individually or use the Select All option to highlight all PrescribeIT® fields.

    • Ensure to scroll down to the bottom of the PrescribeIT® fields to view and copy height and weight details, if available.

  7. Select the icon. The information highlighted will be copied to the PharmaClik Rx pane (left-hand side).

  8. Select OK to save the changes in PharmaClik Rx.

    Result: A new patient folder has been synced from PrescribeIT® into PharmaClik Rx.

    Note: Allergies and medical conditions can be added from PrescribeIT®, as required. To learn more, see PrescribeIT® Patient Compare Overview.