Refill a prescription

Neo provides flexible workflows to easily refill eligible prescriptions starting either from a patient consultation or Rx tab.

From the Rx tab, you can refill one or more prescriptions at once and select a new or existing draft consultation to add the products to for invoicing.

To be eligible for refill, a prescription must have at least 1 remaining refill or has been authorized to be refilled as needed. If the prescription has no available refills, a new prescription can be created.

When you create a refill, the Rx ID and details (provider, instructions, etc.) will be copied from the previous prescription

• See Create a prescription to learn how to add a new prescription for a patient.
• See Edit a prescription to learn how to update prescription details on draft or closed consultations.
• 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.

Permissions: Edit Consultations

Refill a prescription from a patient consultation

1. Search for and select the patient.
2. To start a new consultation, click Create Consultation.
   OR
3. To use an existing draft consultation, click the Consults tab. Then 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.
4. From the Provider drop-down list, select or verify the provider.
5. In the Product/Service area, search for and select the product.
6. Click the menu button  and select Prescribe/Refill.
7. From the Rx ID drop-down list, select the prescription to refill.
   Note: If there is no refill option, the patient has no available refills for the product.
8. Review the Qty, Provider, and Instructions. Edit as needed.
   Note: 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 but leave the original prescription intact.
9. From the Batch drop-down list, select or verify the batch information.
10. 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. 
    Tip: To save your prescription label and then print all labels for the consultation at once, click Save.  When all prescriptions are saved, click Print at the top of the consultation, then click Labels.
    
    • 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.

Refill a prescription from the patient Rx tab

1. Search for and select the patient.
2. Click the Rx tab.
3. For prescriptions with refills, click the View button to view the update history for the prescription.
   Tip for multi-branch practices: Click the View button to see the branch where the prescription was created.
4. Select the check box on the row of each prescription you want to refill.
   Note: The check box will only display for prescriptions where refills were authorized and where there is at least 1 remaining refill.
5. Click the Refill 
6. Select where to add the chosen prescription refill(s).
   • Select New Consultation to create a new consultation.
   • Select a draft consultation, if available.
     Note: You can choose from the three most recent draft consultations that were created in the past 30 days.
     
7. If your practice uses batches, it is recommended you review the batch information for each refill.
   • Click the menu button  and select Prescribe/Refill.
   • From the Batch drop-down list, select or verify the batch information.
8. 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. 
   Tip: To save your prescription label and then print all labels for the consultation at once, click Save.  When all prescriptions are saved, click Print at the top of the consultation, then click Labels
   
   • 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.