Enrolling Prescriptions in Auto Refill

An important aspect of Auto Refill is to add new prescriptions to the service, ensuring ongoing increases in program participation and refill volume. 

There are 4 locations from which you can enroll prescriptions manually in the Auto Refill program. Select the dropdowns below for more information.

There are 3 locations from which you can enroll prescriptions manually in the Auto Refill program. Select the dropdowns below for more information.

To enroll a prescription in Auto Refill from the Patient Folder Programs tab:

  1. Search for and select the patient.

  2. Select the Programs tab.

  3. Next to the Auto Refill field, select Enroll/Decline.

    Auto Refill Enrollment

    The Auto Refill - Enrollment window appears.

  4. Use the display options at the top right corner to change the view of the grid if desired.

    • Type - view prescriptions for Chronic Use drugs only or all Active prescriptions on the Patient Profile. Prescriptions with an Incomplete, Inactive, Discontinued, Suspended, or Transferred status are not displayed in the Enrollment window.

    • Days - defaults to the last 180 days but can be changed to a maximum of 999.

  5. Under the Enroll column select the checkbox to enroll the corresponding prescription(s). Alternatively, if you want to enroll multiple prescriptions, you can select the corresponding checkboxes on the left and the Enroll button at the bottom.

    If the prescription is open in Rx Detail in another instance or workstation, an Access Unavailable prompt appears and you will not be able to select that prescription for enrollment. To resolve this, close the prescription on the other workstation or instance and then return to the Auto Refill - Enrollment window to continue with enrollment.

    Auto Refill Window

  6. Select OK. The Auto Refill - Enrollment window closes to the Programs tab.

  7. Select Save.

To enroll a prescription in Auto Refill from the Patient Folder Profile tab:

  1. Search for and select the patient.

  2. Select the Profile tab.

  3. Highlight a prescription.

  4. Select the Rx button.

  5. Select Auto Refill > Enrollment. The Auto Refill - Enrollment window opens.

  6. Use the display options at the top right corner to change the view of the grid if desired.

    • Type - view prescriptions for Chronic Use drugs only or all Active prescriptions on the Patient Profile. Prescriptions with an Incomplete, Inactive, Discontinued, Suspended, or Transferred status are not displayed in the Enrollment window.

    • Days - defaults to the last 180 days but can be changed to a maximum of 999.

  7. Under the Enroll column select the checkbox to enroll the corresponding prescription(s). Alternatively, if you want to enroll multiple prescriptions, you can select the corresponding checkboxes on the left and the Enroll button at the bottom.

    If the prescription is open in Rx Detail in another instance or workstation, an Access Unavailable prompt appears and you will not be able to select that prescription for enrollment. To resolve this, close the prescription on the other workstation or instance and then return to the Auto Refill - Enrollment window to continue with enrollment.

    Auto Refill Window

  8. Select OK. The Auto Refill - Enrollment window closes to the Profile tab.

  9. Select Save.

The Rx Detail Extended tab contains an Auto Refill checkbox that indicates if a prescription is enrolled in Auto Refill. You may select or deselect this checkbox to add or remove a prescription from Auto Refill.

To edit the Auto Refill flag in Rx Detail:

  1. Process the prescription until it reaches Rx Detail.

  2. Select the Extended tab.

  3. Modify the Auto Refill checkbox located near the bottom. Prescriptions enrolled in Auto Refill have a checkmark in the box; the checkbox is empty for prescriptions that are not enrolled.

  4. Continue to fill the prescription as usual.

To enroll a prescription in Auto Refill from the Workbench:

  1. In the Workflow or Pick Up/Delivery tile, select Rx > Auto Refill > Enrollment. The Patient Search window opens.

    You can also highlight a patient's prescription on the Workflow or Pick Up/Delivery tile to enroll that specific patient in Auto Refill.

  2. Search for and select the appropriate patient. The Auto Refill - Enrollment window opens.

  3. Use the display options at the top right corner to change the view of the grid if desired.

    • Type - view prescriptions for Chronic Use drugs only or all Active prescriptions on the Patient Profile. Prescriptions with an Incomplete, Inactive, Discontinued, Suspended, or Transferred status are not displayed in the Enrollment window.

    • Days - defaults to the last 180 days but can be changed to a maximum of 999.

  4. Under the Enroll column select the checkbox to enroll the corresponding prescription(s). Alternatively, if you want to enroll multiple prescriptions, you can select the corresponding checkboxes on the left and the Enroll button at the bottom.

    If the prescription is open in Rx Detail in another instance or workstation, an Access Unavailable prompt appears and you will not be able to select that prescription for enrollment. To resolve this, close the prescription on the other workstation or instance and then return to the Auto Refill - Enrollment window to continue with enrollment.

    Auto Refill Window

  5. Select OK. The Auto Refill - Enrollment window closes.

Auto Refill Prompting in Rx Detail

When a New prescription for a Chronic Use drug is filled, queued, or placed on Hold, the Auto Refill - Enrollment window opens automatically in Rx Detail. From the Auto Refill - Enrollment window, you may enroll the current prescription and other prescriptions on the patient's Profile that have been assigned a prescription number.

The following types of prescriptions are exempt from the Auto Refill - Enrollment prompt:

  • Nursing Home

  • Compliance

  • Rebills

  • If you select OK, the Auto Refill enrollment status of the chosen prescriptions are updated and the current prescription moves to the next step in Workflow.

  • If you select Cancel, any changes made in the window are reverted and the current prescription moves to the next step in Workflow.

If you enroll a Hold prescription but specify no WB Date, another prompt asks you if the prescription should be added to Data Entry. If the number of days or date is specified, the prescription is enrolled in Auto Refill and placed on the Workbench for the specified date.

Once a patient is enrolled in the Auto Refill program, new prescriptions or refills for chronic DINs that have not been previously enrolled or declined from the program will receive a prompt to enroll the prescriptions in the program.

These prescriptions can be enrolled when filling a new prescription, refilling an existing prescription, or placing a prescription on HOLD.

Use the dropdowns below for more information.

When filling a new prescription or refilling an existing prescription for chronic DINs that have not been previously enrolled or declined from the Auto Refill program, the following prompt displays.

Auto Refill Enrollment Prompt

Select on the of the following options:

  • Yes - enrolls the prescription in the Auto Refill program.

  • No - declines the prescription from the Auto Refill program.

This prompt appears only on the initial fill or the next refill of a prescription once a patient is enrolled in the program. Once an option is selected, the prompt does not appear again.

If the prescription was declined from the program and the patient wants the prescription in the Auto Refill program, the prescription must be added to the program. For more information, see Patient Enrollment in Auto Refill.

When a new prescription or a reauthorization is placed on HOLD, it can be enrolled in the Auto Refill program. When placing a chronic medication on HOLD, the following prompt displays.

A similar prompt appears when a Hold prescription is enrolled through the Auto Refill - Enrollment window.

Select one of the following options:

  • Add to Data Entry - the prescription will be scheduled to be filled on the selected date.

    The future date can be selected by entering the number of days the prescription must be refilled or selecting a specific date. If a number of days was entered, the date automatically populates.

    The prescription will appear in the Data Entry queue on the Workbench for the specified date and the future fill activity date will appear in the Profile tab. For more information, see the Enrolling Prescriptions in Auto Refill below.

  • Do not add to Data Entry - the prescription will be enrolled in the Auto Refill program, but is not scheduled for a future fill activity. When the prescription is next filled, a future fill activity is calculated based on that fill date.

  • Do not include this prescription in Auto Refill - the prescription is not enrolled in the Auto Refill program.

Related Topics

Patient Enrollment in Auto Refill

Auto Refill Future Fill Date Calculation

Removing Prescriptions from Auto Refill

Setting an Auto Refill Days Supply