E-Rx Self Sign-Up

E-Rx (DoseSpot) Self Sign-Up: Turning on E-Rx Self Sign-Up for Your Org Members

Organization Member Settings

If you are an Organization owner/admin, and your DoseSpot connection has been approved through the steps listed above, non sub-Organization users who are providers and proxies can self sign-up for DoseSpot.

Once the Organization owner/admin account has E-Rx enabled, navigate to Organization (left navigation sidebar) > Members > find Organization Member > [...] > Edit Settings.

Click on Permissions, and scroll down until you reach the Integrations section. Enable the permission called "Should see option to use E-Rx (Dosespot) within Healthie." Then, select an E-Rx Role: "Prescribing Provider" or "Proxy."

E-Rx (DoseSpot) Self Sign-Up: Signing Up as an Org Member

When an Organization member has been set up with DoseSpot Self Sign-Up permission by the Organization owner/admin, they can navigate to a Client Profile (Overview).

Note: In order to use DoseSpot Self Sign Up, the Organization member needs to have Active Clients (in order to access the E-Prescriptions widget).
  • If that Organization member should have access to see existing clients, then you should adjust their permissions accordingly (i.e enable Can search across all clients in the organization / Sees all clients in the organization on the Clients Page)
  • If that Organization member shouldn’t have access to see existing clients (i.e, they should only see their own clients) you can create a test client in order to access the E-Prescriptions widget)

The Organization member can scroll down to their E-Prescriptions section, and now they should be able to see the E-Prescription widget section/"Connect E-Rx" button.

Once they click on the "Connect E-Rx" button, a menu titled "Enable E-Rx" will appear from the right hand side. The Organization member should fill out the form.

Please note: When users are completing the E-Rx (DoseSpot) sign-up form, the phone and fax number fields must contain numbers only (no parentheses, dashes, or other symbols), or the form may fail to submit.

Once the Organization user submits the application, they will see an E-Rx processing request. Once the E-Rx processing request is approved, the Organization user will be an active Organization DoseSpot user, allowing them to add their own e-prescriptions.

When E-Rx Proxy has been enabled for your account, you will receive the following email from Healthie:

Hi [First Name]

Great news! E-Rx Proxy has now been enabled on your account. You should be able to access your account within the next 24-48 hours.

Here are some steps you can take to get started using the feature once you are set up: Getting Started: E-Rx.

Let us know if you have any questions as you dig in, we're here to help.

After receipt of "E-Rx Next Steps" Healthie email

After you receive an email from Healthie reflecting that E-Rx has been enabled on your account, you should be able to e-prescribe from your account within the next 24-48 hours. 

DoseSpot will initiate the Identify verification process for your account, which is a needed step for all prescribers using the feature. Please visit the article below for step-by-step instructions:


How-to: Complete Identity Verification


If you will be prescribing controlled substances, you will need to set up TFA after completing identity verification. Please visit the article below for step-by-step instructions:


How-to: Activate TFA

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