Getting Started: E-Rx

Healthie offers an E-Rx integration with DoseSpot as an add-on to your Healthie plan, which enables clinical providers to prescribe medications electronically from the Healthie platform and the mobile app. Here is an overview of E-Rx and Healthie. 

E-Rx is available for members on Healthie's Plus, Group, and Enterprise plans.

E-Prescribing is available specifically for patients located in the US and all US territories. 

Optionally, members on our Enterprise plan can also be given permissions to prescribe controlled substances.

Enable E-Rx for Your Account

There is an approval process from Healthie's Integration partner, DoseSpot / Surescripts, in order to set up E-Rx within Healthie and verification of your professional credentials is required. In order to get started, please complete our E-Rx Application Form with your business & personal information. Please indicate if you would like your team members to have prescribing access, or proxy access as you complete the form. 

When completing the application, the following information is required: 

• Clinic Name & Address
• Clinic Phone Number 
• Clinic Fax Number (an active fax number is required) - if you need a fax line, a fax line can be provided via Healthie 
• Legal name of team member 
• Team member's Healthie email address 
• Team member's date of birth 
• Team member's NPI number (required for prescribing permissions - NPI must be for the individual, not an organizational/type 2 NPI). 

Once your application is received, it will be sent to DoseSpot for review and approval, which typically takes 7-14 business days. Our team will contact you once approval has been received, if there are outstanding questions, and to let you know when E-Rx has been enabled on your account. 

Here is the current Dosespot Guide to help you learn more about leveraging Dosespot in your clinic, and how Dosespot directly integrates with SureScripts to populate patient information. For those on the enhanced UI, please reference this guide.

Access E-Rx within a Client's Healthie Profile

When you have been approved by DoseSpot to E-prescribe via Healthie, you will see a Medications widget within the Overview Section of each client profile. E-Rx can only be accessed directly through an individual Client Profile and a Client's Quick Profile.

Basic patient information is required in order to create an E-Rx for a patient. This includes: 

• Patient First and Last Name
• Gender
• Valid Phone Number
• Date of Birth
• Street Address
• Height (only required for clients 19 years old or younger)
• Weight (only required for clients 19 years old or younger)

If you are missing any of the above information for a specific client, the Order & Manage Prescription button will appear inactive. You can add this information by navigating to the Actions tab of the client's profile.

Within the Medications widget, E-Rx medications will be labeled "E-prescribed", while client or provider-reported medications will be labeled "Self-reported".

Order E-Rx Within Healthie

You can place an E-Rx order through the Client Overview or Quick Profile. Learn more about ordering E-Rx here.

Patient Details 

Once you click the Order and manage prescriptions button within the Medications widget, you'll be brought to the DoseSpot platform where you'll be able to: 

• Add and send a new prescription 
• Check a client's insurance eligibility and formulary information 
• Review medication history 
• Add client reported medications 
• Add client drug allergies
• Add a preferred pharmacy
• A editable list of active and inactive medications
• Coverage details

A Patient ID is automatically generated by DoseSpot for your patient. This is not the same as your client's Healthie ID. 

Preferred Pharmacy(ies)

In order to submit an E-Rx to your patient's pharmacy for fulfillment, a pharmacy must be selected as a Preferred Pharmacy.

Each client can have a preferred pharmacy saved so that it’s easily assigned to future e-prescriptions. You can set this within the E-Rx portal and are in the viewing area when putting together a prescription for a client. 

If you cannot locate your client's preferred pharmacy, refer to DoseSpot FAQs.

Client Drug Allergies

Healthie's EHR feature enables providers to collect and document patient allergy information. Client allergy information currently syncs between Healthie and DoseSpot. Any allergies added into the client's profile, will automatically send to DoseSpot when issuing a prescription. Likewise, allergy information within the client's DoseSpot profile will pull back into Healthie to ensure complete allergy documentation.

Patient allergy information can be referenced in the Client Profile Overview > Allergies and sensitivities and the Client Profile Overview.

Client Prescription Benefits

In the current UI, there is an indicator if a selected drug is on that client's formulary or not based on the client's insurance on record. Client insurance information does not currently push directly from Healthie into DoseSpot -- however, providers can update a client's profile during the prescription ordering/management process as needed. 

There are a few statuses that could appear regarding insurance & prescription availability: 

• Non-Formulary: Prescription drugs that are not on a plan’s formulary.
• On Formulary/Non-Preferred: Non-formulary drugs are often covered by the health plan, but at a higher patient copay.
• On Formulary/Preferred: (Higher number = More preferred)
• Non-Reimbursable: Non-Reimbursable are Prescription drugs that the client's health plan will not pay for.
• U: Unknown Status

If the medication selected is non-formulary or not preferred, the provider will be shown alternative medications that are preferred under that client's formulary plan. 

Below is an example of what this looks like:

The enhanced Dosespot UI includes real-time prescription benefits to enable users to compare pricing for medications based on pharmacy and medication type to meet their client's needs.

Manage E-Rx from Client Profile

Once an order is placed, it will appear in the Medications widget of the Client Profile Overview. The following details will display for each E-Rx order: 

• Medication name and dosage 
• Effective date
• Number of refills ordered
• Pharmacy status:  
  • Entered: prescription has been added, and is now in the patient's "pending" medication list within DoseSpot. 
  • Active: a prescription record has been created within the DoseSpot system. This happens simultaneously as the prescription is entered, and indicates that actions can now be performed with this order.  
  • Sending: when provider "approves and sends" a prescription, the medication will move from the patient's "pending" medication list, to their "active" medications within DoseSpot.  
  • eRx Sent: the prescription order has successfully reached the destination/pharmacy.  
  • Pharmacy Verified: confirms that the pharmacy has received and reviewed the prescription order. 
  • Error: notifies the user that there is an error in the order that needs resolution

For additional details, each medication can be expanded to view:

• Dispense Unit
• Pharmacy
• Pharmacy Status
• Comments

You can return to DoseSpot add or manage any prescriptions by clicking the Order and manage prescriptions button.

DoseSpot Electronic Prior Authorization (ePA)

Initiate ePA in Current DoseSpot UI:

Locate the medication in the patient’s Pending Medications list. From the Actions dropdown, click “Start Prior Auth.”

A pop up will open with the option to either complete the Prior Authorization process electronically or offline.

Click "EPA Request" to send a PA initiation request to the payer. The medication will move from the pending medications list to the "Active Prior Authorization Requests" section.

Active Prior Authorization Requests

The Active PA Requests section displays a list of the patient’s PA requests that are currently in progress. Here, the clinician can review prescription details, and PA status and notes. The Status icon shows the current PA request status.

To view more details, click on the status Icon to open the Prior Authorization Log.

Prior Authorization Questions

Before approving a PA request, the Payer can request for additional information from the clinician. This is indicated by the “Action Required” status icon. From the Actions dropdown, click “Answer Questions” to open the PA question workflow.

Complete the question set. Review all answers in the question set summary, and click Submit to send the info to the payer.

A pop up will appear to confirm the submit. Click OK.

Initiate ePA in Enhanced DoseSpot UI:

If a medication requires prior authorization, it will have a Prior Auth Required status. When you select that medication to Approve & Send, you'll be prompted to Initiate Prior Auth for Selected.

Check the EPA box within the Prior Authorization modal. Once initiated, the request will appear in the Prior Authorizations tab within Tasks. From the Prior Authorizations tab, you can review prescription details, check the ePA status and view a history log.

If you attempt to send a prescription without the prior authorization, you will be notified in the Actions Before Sending modal. Visit our ePA guide for more detailed information.

E-Rx Notifications 

When there's an error, it will appear in the Medications component of the Client Profile Overview with a red "Error" pillbox. 

There will also be an E-Rx Notifications tab that appears as a red circle with a number on it in the left-hand navigation. This notifications tab will disappear when notifications/errors have been resolved.

Lastly, it will also appear within the "Notifications" section of DoseSpot when managing prescriptions. In the current DoseSpot UI, navigate to Add & Manage > Notifications. In the enhanced DoseSpot UI, locate the bell icon in the top right.

From here, providers have the option to view the error, or ignore it. Ignoring an error will dismiss the notifications within your account but will not necessarily resolve the prescription error. 

"Invalid Information" Error Message

DoseSpot requires certain client information to be on file in order to e-Prescribe. If you are trying to update some of these required fields, you may seen an error message if the updated fields are blank or not valid. If you are seeing incorrect information for your client, or are unable to make changes to their information, please email hello@gethealthie.com for further support.

Common E-Rx order errors 

• This document includes common errors that might occur after a provider submits an e-prescription. 

E-Prescribing from Mobile

Healthie enables you to manage medications and order or manage prescriptions from the mobile app. Learn more here.

Additional Resources

• E-Rx and Healthie
• FAQs: E-Rx
• Video demo of Healthie's e-Rx integration
• E-Rx: Medication History