E-Rx: Multi-Clinic Support
Healthie offers multi-clinic support, enabling a client to be associated with one of several prescribing clinics within your organization. It allows providers to easily switch between different clinics directly from the client's profile, ensuring that prescriptions are always sent from the correct location and in compliance with state-specific licensing.
Email hello@gethealthie.com if your organization needs multi-clinic support.
Enabling Multi-Clinic Support
To ensure your team can successfully switch between multiple clinics, a few setup steps are required. This ensures that your providers have the right access and that your clients are routed to the correct prescribing locations.
- Organization Owner setup: The organization owner must be fully provisioned as a clinic admin and connected to every clinic within your organization. This gives them the proper permissions to facilitate client transfers between clinics.
- Multiple clinic locations: Your organization must have more than one clinic record established. Once activated, new clinics and providers are automatically synced so your team always has up-to-date access.
- Client clinic assignment: A client must have a default clinic assigned to them. The option to switch clinics will only appear on their profile if a clinic has been resolved for them.
- Enable the Medications section: Ensure that the Medications component is enabled in your Client Profile customization settings for both the Client Overview and Quick Profile. The clinic switcher is exclusively available in this section and will not appear in the E-Prescriptions section.
Multi-Clinic Selection from the Client Profile Overview
Manage your client's prescriptions and clinic assignments seamlessly from the Client Overview. This centralized view helps you prescribe accurately based on your current licensing and location.
To change the ordering clinic:
- Within the Medications section, if the patient has an assigned ordering clinic, a clinic selector will be visible. You can click on the Edit icon, or choose Change ordering clinic from the [...] menu to easily move the patient to a different clinic before sending a prescription.
- Select the correct ordering clinic from the drop down
- Click Confirm
When you are ready to prescribe, click Order and manage prescriptions. If you are not authorized in the patient's currently assigned clinic, this button will be temporarily disabled. Hover over the button to see a helpful tooltip explaining that the patient needs to be transferred to a clinic where you hold prescribing authority.
Multi-Clinic Selection from the Quick Profile
Keep your workflow moving by updating a patient's clinic directly from the Quick Profile. This allows you to manage prescriptions without navigating away from your current tasks.
- Quick clinic selection: An ordering clinic selector appears right above the Order E-Rx button, and within the Medications section of the Quick Profile.
- Easy switching: Simply click the selector to choose a different clinic for the patient if they need to be transferred to another location within your organization. Click Confirm to save changes.
- Order E-Rx: Once the correct clinic is selected, use the Order E-Rx button to manage their medications. If you do not have access to the currently assigned clinic, the button will be disabled and a tooltip will guide you on what needs to be updated before you can prescribe.
