Prescribing as a Proxy or Provider Agent

Version 20.13

Requirements for Proxy Prescribing

  • Each Proxy prescriber (e.g. telephone triage nurse or scribe) to whom you would like to enable Proxy privileges should be authorized via a Provider Agent Agreement form.  You may fax the form directly to OP at 267-960-2753.  If you have additional questions, please contact your Account Manager or email
  • Each person with Proxy privileges must have Proxy selected on the e-Prescribing tab of their user profile.
  • Medications that can be proxy prescribed must be in the Medication Favorites list.  See Edit Medication Favorites for Proxy Prescribing below.
  • Medications that can be proxy prescribed must have Allow proxy by non-prescribers checked.  See Set Proxy Privileges When Prescribing a Medication below.

Edit Medication Favorites for Proxy Prescribing

  1. Navigate to the Medication Finder window: Clinical tab > Medication Favorites.
  2. Locate the medication that requires editing by clicking the + to expand a Category.
  3. Select the Medication to edit, and click the ellipsis button located in the Edit column.
  4. Click the Allow proxy by non-prescribers checkbox.

  1. Click the OK button.
  2. Repeat for all additional medications for which you will allow proxy prescribing.

Set Proxy Privileges When Prescribing a Medication

  1. From a patient chart or while charting a visit note:
  1. Select Medications and click the New button.
  2. Complete the prescription and click the Add to Favorites button.
  3. The Medication Favorite Information window displays. Complete the window selecting the Allow proxy use by non-prescribers checkbox.

  1. Click the OK button.

Prescribing a Medication as a Proxy Prescriber

  1. From a patient chart or while charting a visit note:
  1. Select Medications and click the New button.
  2. Click the Purpose drop-down and select Med - to dispense.
  3. Click the ellipses button in the Prescriber field, select the prescribing provider from the Address Book.

  1. In the Drug field, begin typing the medication name, click the Ellipsis button, or press the Enter key. 
  2. From the Medication Finder window, select the medication by double-clicking or highlight the medication and click the OK button.

Note: If the medication does not display in the Favorites List it has not been set to allow proxy prescribing.

  1. Review or complete the prescription.
  2. Click the Send button, the Choose a Pharmacy window displays. 
  • If a pharmacy was previously selected, the Previously used by this patient tab will be active.
  • If no pharmacy was previously used, search the other tabs.
  1. Select the Pharmacy and click the Send button.
  2. The eRx Summary page will open, confirm the prescription then click the Send button.
Version 20.12

e-Prescribing allows providers to send prescriptions electronically instead of printing them. Once the e-prescribing feature is activated, offices are able to select pharmacies from a pre-populated list of pharmacies from across the USA and send prescriptions. e-Prescriptions are sent from your workstation to a queue in the main server, which then transmits the prescriptions into the e-Prescribing network and on its way to pharmacies, as follows:

Workstation > e-Prescribing Service (Server) > Surescripts Network > Pharmacy

How to Send Prescriptions as a Provider Agent or Proxy User

  • Ensure that the users are registered and have accurate E-Prescribing user ID's and passwords. You can view this information by going to Practice Management > Staff/Providers and clicking on the e-prescribing tab. If the users do not have credentials please call support at 800-218-9916.
  • Proxy prescribers are only allowed to write prescriptions that have been marked as Proxy. After the drug is added as Allow proxy by non-prescribers, the nurse is able to select the drug and send it electronically. Follow the steps below to mark prescriptions as proxy.
  • To write a prescription as a proxy prescriber, the user has to alter the prescription. Please see below for a screen shot of how to set the prescription correctly.

Allow Proxy Use by Non-Prescribers

  1. Open the Prescription and leave the Drug field blank then click the Ellipsis button.

  1. In the All Favorites tab, click the + to expand the Category of Drugs (step 1) and click the Ellipsis button in the Edit tab (step 2).

  1. Select the Allow proxy by non-prescribers checkbox. This allows provider agents to write prescriptions for this medication.

You are also able to set proxy privileges from the favorites tab when writing a prescription.

Setting Up the Prescription so Provider Agents can ePrescribe

The provider agent sets the prescription Purpose field to Med – to dispense instead of Med – reference only (step 1). The provider agent searches the address book for the Prescriber (step 2), which must be a doctor in the practice. When the top of the prescription is correct the provider agent is able to save and send.