Each Docnote form in PS Suite pre-selects the doctor you're signed in as, or signed in under, so the request goes to the right person. You can pick someone else, except on a prescription renewal.
Who is pre-selected¶
The Practitioner list at the top of every Docnote form shows every practitioner at your clinic. Who is selected for you depends on how you're signed in to PS Suite:
| Signed in to PS Suite as | Pre-selected |
|---|---|
| A doctor or nurse practitioner, as themselves | That doctor or nurse practitioner |
| A medical office assistant (MOA), under a doctor | The doctor you're signed in under |
| A resident, or anyone with a supervising doctor set | The supervising doctor |
| Staff with no doctor | Nobody: pick the practitioner yourself |
Pick a different practitioner¶
On every form except Rx Renewal, open the Practitioner list and choose someone else. The request goes to the practitioner you choose.
If your PS Suite is shared with another clinic, the list includes their practitioners too. Check the name before you send.
Prescription renewals are the exception¶
A prescription can only be renewed in the name of the doctor you're signed in as or under. If you pick another doctor on the Rx Renewal form, it tells you so when you preview or send, and nothing is sent.
To renew for another doctor, sign in to PS Suite under that doctor, then open the form again. For more on renewals, see How do I send a prescription renewal from PS Suite?
Nobody is pre-selected¶
Either you're signed in to PS Suite without a supervising doctor, or the doctor's professional ID doesn't match between PS Suite and Docnote.
To fix a mismatch, compare the professional ID on the doctor's PS Suite user with the one in Docnote, under Settings, then EMR Connectors. See How do I add my site number and professional ID? Until it matches, pick the doctor yourself. Their prescription renewals from PS Suite are refused until it's fixed.
Still not pre-selected?
Check your Docnote forms are up to date. See How do I update my custom forms?