Synchronizing an Existing Patient Folder with PrescribeIT®

A Patient Folder that already exists in Propel Rx must be synchronized when receiving an incoming PrescribeIT® transaction or through Clinician Communication.

Patient synchronization can occur from:

The Intake window
Incoming Clinician Communication

A patient that was previously synchronized can be classified as unsynchronized if an incoming PrescribeIT® transaction or Clinician Communication is sent from a different location.

As an EMR ID for a patient is linked to the prescribing location, if a PrescribeIT® transaction has not been received from that location for the patient before, it displays as the patient is unsynchronized.

To synchronize an existing patient:

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 PrescribeIT® information:
- Last Name
- First Name
- Birth Date
- Middle Name
- PHN
A search is automatically performed with this information.
Select the correct patient and select OK. The Patient Folder opens followed by the Patient Compare window. For more information, see Patient Compare Window Overview.
Compare the information in the PrescribeIT® panel to the Propel Rx panel.
Highlight any field(s) in the PrescribeIT® panel that require an update in the Propel Rx panel.

Hold the CTRL button on your keyboard to select more than one row.
Select the arrow icon to update the Propel Rx panel.
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.
Select OK.

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

Synchronizing an Existing Patient Folder with PrescribeIT®

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