Edit or Refill a Controlled Substance

Version 21.3
An update for the release of OP 21.3.34 was released, and this documentation was updated for that build (sending multiple EPCS refills update).  If your Practice is on a build prior to .34, this documentation can still be referred to but may vary from what you see in OP. To check your OP version, go to Help tab > About and refer to the Build Number field.

Overview

A prescription for a controlled substance previously transmitted or printed cannot be edited. The ability to refill a controlled substance is dependent upon refill regulations enforced by the DEA. For more information see below. Click here to access the DEA website Part 1306-Prescriptions.

Schedule II Drugs:

  • No refills are permitted on schedule II drugs

Schedule III-IV Drugs:

  • No prescription for a controlled substance listed in Schedule III or IV shall be filled or refilled more than six months after the date on which such prescription was issued. No prescription for a controlled substance listed in Schedule III or IV authorized to be refilled may be refilled more than five times.

Edit a Prescription

Path: Smart Toolbar > Chart button > Medications tab
  1. Click the medication to edit.
  2. Click the Edit button .
  3. The following pop-up message will appear. "The controlled substance has already been processed. Please create a new prescription."

Refill a Controlled Substance

Path: Smart Toolbar > Chart button > Medications tab
  1. Check the medication to refill.
  2. Click the Refill button .
  1. A new prescription will be created with today's date.
  2. Check the new prescription and click the Edit button .
  3. The Prescription window displays. Select the Pharmacy from the drop-down of the patient's recently used pharmacies. 

  • If needed, click the ellipses button to open the Choose a Pharmacy window and select another pharmacy.
    • The Choose Pharmacy window will open. All pharmacies previously used by this patient will display. 
    • Search for and select a pharmacy by using the tabs to navigate, then click Ok.

NoteIf a pharmacy is enabled for EPCS it will have a checkbox in the EPCS column. Only pharmacies showing an EPCS checkbox can successfully receive prescription request for controlled substances. If a non-EPCS pharmacy is selected the following error will appear:

  1. From the Prescription Writer window, click the Continue button.
  2. The eRx Summary open for your review. Click the Send button.

  1. The EPCS sign in window will open.  Check the medication to send.
  2. Select your token. Note: The last token used will display. 
  3. Enter your Passphrase and the pin from your OTP token.
  4. Click Sign and Send.

  1. The prescription will enter a pending status until confirmation is received.

Refill Multiple Controlled Substance Prescriptions

  1. Navigate to the patient's Medication List by following the path above.
  2. Select the checkboxes to the left of the medications you would like to refill.
  3. Click the Refill button.
  4. Select up to five of the refilled EPCS. You may also select as many non-controlled substances prescriptions at this time to send.
  5. Click Send.

NoteIf you select more than five EPCS, you will get an error message that says "Maximum of five (5) controlled substances can be transmitted electronically. Review and send."

Click Ok, then review and update your selections to only include five or less EPCS.

  1. The Pharmacy selector window will open. Choose a pharmacy for each of the prescriptions you selected by clicking the drop-down and selecting a recently used Pharmacy for the patient, or clicking the ellipsis button and selecting from the Choose a Pharmacy window.

Note

  • If there is no pharmacy listed in the Previously used by this patient tab in the Choose a Pharmacy window, you may select from All previously used by any patient or search for the pharmacy from the SureScripts Master List.
  • Always confirm the pharmacy selected can accept controlled substances electronically. A pharmacy that accepts EPCS will have the checkbox selected in the EPCS? column.

  1. Click Continue
  2. The EPCS Sign on screen will open. Complete your normal sign-on workflow, review the prescriptions accordingly, then sign and send as normal. Follow from Step 8 in the section above for more specific instructions. R For more information, see from Step 8.

Refill Request e-Rx Center

Path: Smart Toolbar > Schedule button > e-Rx tab

Refill request for controlled substances are processed the same way as request for non-EPCS medications.

  1. Click on the Schedule button .
  2. Click on the e-Rx tab. 
  3. Click on the Refill/Change Requests tab. Refill request for controlled substances import here.
  4. Select the refill and click the Accept/Deny button.

  1. Enter the number of refills and click Accept.

  1. The EPCS sign-in window will open.
  2. Confirm the medication and click Sign and Send.

Version 21.2

Overview

A prescription for a controlled substance previously transmitted or printed cannot be edited. The ability to refill a controlled substance is dependent upon refill regulations enforced by the DEA. For more information see below. Click here to access the DEA website Part 1306-Prescriptions.

Schedule II Drugs:

  • No refills are permitted on schedule II drugs

Schedule III-IV Drugs:

  • No prescription for a controlled substance listed in Schedule III or IV shall be filled or refilled more than six months after the date on which such prescription was issued. No prescription for a controlled substance listed in Schedule III or IV authorized to be refilled may be refilled more than five times.

Edit a Prescription

Path: Smart Toolbar > Chart button > Medications tab
  1. Click the medication to edit.
  2. Click the Edit button .
  3. The following pop-up message will appear. "The controlled substance has already been processed. Please create a new prescription."

Refill a Controlled Substance

Path: Smart Toolbar > Chart button > Medications tab
  1. Check the medication to refill.
  2. Click the Refill button .
  1. A new prescription will be created with today's date.
  2. Check the new prescription and click the Edit button .
  3. The Prescription window displays. Select the Pharmacy from the drop-down of the patient's recently used pharmacies. 

  • If needed, click the ellipses button to open the Choose a Pharmacy window and select another pharmacy.
    • The Choose Pharmacy window will open. All pharmacies previously used by this patient will display. 
    • Search for and select a pharmacy by using the tabs to navigate, then click Ok.

NoteIf a pharmacy is enabled for EPCS it will have a checkbox in the EPCS column. Only pharmacies showing an EPCS checkbox can successfully receive prescription request for controlled substances. If a non-EPCS pharmacy is selected the following error will appear:

  1. From the Prescription Writer window, click the Continue button.
  2. The eRx Summary open for your review. Click the Send button.

  1. The EPCS sign in window will open.  Check the medication to send. Note: Only one prescription can be sent at a time. 
  2. Select your token. Note: The last token used will display. 
  3. Enter your Passphrase and the pin from your OTP token.
  4. Click Sign and Send.

  1. The prescription will enter a pending status until confirmation is received.

Refill Request e-Rx Center

Path: Smart Toolbar > Schedule button > e-Rx tab

Refill request for controlled substances are processed the same way as request for non-EPCS medications.

  1. Click on the Schedule button .
  2. Click on the e-Rx tab. 
  3. Click on the Refill/Change Requests tab. Refill request for controlled substances import here.
  4. Select the refill and click the Accept/Deny button.

  1. Enter the number of refills and click Accept.

  1. The EPCS sign-in window will open.
  2. Confirm the medication and click Sign and Send.