Creating a New Patient Folder using PrescribeIT®

When you receive an incoming PrescribeIT® transaction or Clinician Communication from a prescriber for a patient that does not have an existing Patient Folder, you can create one with the Patient Compare feature.

Patient synchronization can occur from:

• The Intake window

• Incoming Clinician Communication from the Mail window

 

To create a new Patient Folder using information from the incoming PrescribeIT® transaction:

1. From either the Intake or the Mail window, select the folder icon .

   

   

   The Patient Search window opens with the following auto-populated based on the information from the incoming PrescribeIT® transaction:

   • Last Name

   • First Name

   • Birth Date

   • Middle Name

   • PHN

   A search is automatically performed with this information.

   

2. Select New. The Patient Folder opens followed by the Patient Compare window. For more information, see Patient Compare Window Overview

3. Compare the information in the PrescribeIT® panel to the Propel Rx panel.

4. Highlight any field(s) in the PrescribeIT® panel that are required to create the Patient Folder in Propel Rx.

   

   Hold the CTRL button on your keyboard to select more than one row.

5. Select the arrow icon to update the Propel Rx panel.

6. Review the Allergy section to determine if medical allergies and conditions need to be updated. For more information, see Adding an Allergy or Condition from a PrescribeIT® Transaction.

7. Select OK.

Once synchronized, the Propel RxPatient Folder is updated with the selected information and displays the PrescribeIT® icon.

 

Related Topics

Patient Folder Synchronization

Synchronizing an Existing Patient Folder with PrescribeIT®

Creating a New Patient Folder using PrescribeIT®

Adding an Allergy or Condition from a PrescribeIT® Transaction

Updating a PrescribeIT®-Synchronized Patient Folder

Unsynchronizing a Patient Folder from PrescribeIT®

Patient Compare Window Overview