Edit a prescription

If needed, you can quickly edit prescription details such as the provider, instructions, or quantity either from the patient consultation or Rx tab.

The consultation status determines what prescription details can be edited and from where.

Consultation Status	Editable prescription details	Edit from..
Draft	Instructions, provider, quantity, # of refills, batch information	Consultation line Rx tab
Closed (Unpaid, Paid, Partially Paid)	Instructions, provider	Rx tab

Note: If the consultation is closed:

• Quantity, refills, and batch information cannot be edited, as the invoice is considered final and the prescription is typically filled.
• If you need to prescribe additional quantity, we recommend creating a second prescription on a new consultation.
• If you need to reduce the quantity prescribed, we recommend creating a refund.

For multi-branch practices. Prescriptions can be edited only when logged into the branch where the prescription originated.

Permissions: Edit Consultation

• See Create a prescription to learn how to add a new prescription for a patient.
• See Refill a prescription to learn how to how to refill a prescription that has pre-authorized refills available.
• See Discontinue a prescription to learn how to remove remaining refills from a prescription no longer part of a patient’s treatment plan.
• See Void a prescription to learn how to delete a prescription or refill created in error.
• See View a patient’s prescription history to learn how to review all of a patient’s prescription history including refills and voids.
• See Update the _dispensing_label_ template to learn how to update your existing prescription label.

To edit a prescription from a draft consultation

1. Search for and select the patient.
2. Click the Consults tab. Click the consultation number to open the draft consultation for editing.
   Tip: You can also click the menu button, then click View to open the consultation.
3. On the consultation product line, click the menu button and select Prescribe/Refill.
4. Review the Qty, Provider, and Instructions. Edit as needed.
   Note: If this prescription is a refill, the information in these fields is copied from the prescription you selected to refill. Any edits to these fields will automatically update the consultation product line and current prescription information but leave the original prescription intact.
5. From the Batch drop-down list, select or verify the batch information.
6. Click Save & Print. The label preview will open in a new browser tab. 
   Note: The consultation will be saved and an Rx ID will display under the Product/Service description on the consultation to indicate the product has been prescribed.
   • Click Print to print to a local printer.
   • Click Cloud Print to print to a cloud printer.
     Note: If your practice’s prescription label template is set to auto-print, you will not need to click Cloud Print.
     Tip: To save your prescription label and then print all labels for the consultation at once, click Save.  Repeat steps 3-5 for each prescription. When all prescriptions are saved, click Print at the top of the consultation, then click Labels. 

To edit a prescription from the patient Rx tab

1. Search for and select the patient.
2. Click the Rx tab.
3. Optional. Click the View button  to view the updated history for the prescription.
   Tip for multi-branch practices: Click the View button  to see the branch where the prescription was created.
4. Click the menu button  and then click Edit Rx.
5. Review the prescription details and update, as needed.
   Note: If the consultation is closed, only the provider and instructions will be editable.
6. Click Save & Print. The label preview will open in a new browser tab. 
   Note: The consultation will be saved and an Rx ID will display under the Product/Service description on the consultation to indicate the product has been prescribed.
   • Click Print to print to a local printer.
   • Click Cloud Print to print to a cloud printer.
     Note: If your practice’s prescription label template is set to auto-print, you will not need to click Cloud Print.