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How do I send a prescription renewal from PS Suite?

Watch on Vimeo: How to Send a Prescription Renewal in PS Suite

In this video

  1. Renew the prescription in the chart, then click Post Only
  2. Open Rx Renewal from the Docnote toolbar
  3. Check the patient and practitioner
  4. Add the prescriptions to renew
  5. Choose the destination pharmacy
  6. Preview the prescription
  7. Check the fee and billing
  8. Add extra time or a note for your patient
  9. Create the request

Renew a patient's prescriptions from their chart in PS Suite. The patient pays online, and then Docnote faxes the prescription to the pharmacy. This takes about 2 minutes.

Not using PS Suite? If you have a signed prescription as a PDF, send it from the Docnote portal. See How do I send a prescription renewal from the Docnote portal?

Before you start

  • The prescriptions must have been written in PS Suite in the last 14 days.
  • The patient's chart needs an email address and a date of birth.
  • Staff renewing for a doctor must be signed in under that doctor and need PS Suite's prescription privilege. See Can office staff send requests for me?

Steps

  1. Open the patient's chart and click Rx Renewal in the Docnote toolbar.

  2. Check Practitioner. It's the doctor you're signed in as or under. A prescription can only be renewed in that doctor's name.

  3. Under Prescriptions to Renew, pick a prescription and click Add, or click Add all. You can add up to 10 prescriptions, all written on the same day.
  4. Under Destination Pharmacy, choose the pharmacy. See How do I choose a pharmacy?
  5. Under Renewal Service, choose the service and fee.
  6. Check the Header, then click Preview prescription to see exactly what the pharmacy will receive. The preview sends and charges nothing. See Which prescription header is used?

  7. Optional: add Notes to Patient. The patient sees the note on their payment request.

  8. Click Create Request, check the summary and confirm it. The form shows Request Submitted with the request number.

The form refused a prescription?

The form refuses what PS Suite itself wouldn't re-send, such as an e-prescribed medication or one changed since. The message says what to do. Usually it's to re-prescribe in PS Suite, then renew again. Nothing is sent when the form refuses.

What happens next

  1. The patient receives an email with the amount and a link to pay.
  2. When the patient has paid, Docnote faxes the prescription to the pharmacy. The request moves to Sending to pharmacy, then Delivered.
  3. A receipt with the prescription is added to the patient's chart.

If the fax doesn't go through, see How do I retry a failed fax delivery?

Good to know

  • One request produces one combined PDF, even with several prescriptions.
  • Every prescription on a request goes to one pharmacy. For two pharmacies, send two requests.
  • A request that is not paid is not faxed.

What your patient sees

See Was my prescription sent to my pharmacy?

Still stuck?

If something doesn’t look right, our customer support team can help. Contact customer support or email support@docnote.com.