> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send a prescription electronically

> Register your practice with the e-prescribing partner, sync a patient, and send a prescription straight to a pharmacy.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="A paid plan plus the ePrescribe add-on" roles="Prescribing clinicians with an activated add-on seat" />

Electronic prescribing sends a prescription from a patient's record to a real pharmacy, through MDToolbox. It is an add-on rather than part of a plan, and there is a registration step before anything can be sent — so read the setup section before you promise a patient a prescription is on its way.

<Path steps={['Sidebar', 'Clients', 'a client', 'Medications']} />

<TaskHeader before="A registered practice, an activated ePrescribe seat, and a patient with a phone number, date of birth and address on file" time="A few minutes per prescription" after="A prescription sent to the pharmacy, and the medication listed under Current Medications" />

## Getting set up

Three things have to be true before the prescribing screen appears, and the tab tells you which one is missing.

<Steps>
  <Step title="An active paid plan">
    On the Free plan, or on a paid plan whose payment is past due, the tab shows an upgrade prompt instead. A lapsed payment collapses paid features until it is settled — see [Change your plan](/platform/plans/change-plan).
  </Step>

  <Step title="The ePrescribe add-on, with a seat activated for this clinician">
    The add-on is bought per prescribing seat. Without one you are told you need to activate the ePrescribe Add-on seat for this clinician, with a **Manage Add-ons** button.
  </Step>

  <Step title="Your practice registered with the partner">
    Until that is done you see **Practice Registration Required** — your account has the add-on active, but the practice is not registered yet. Select **Register for ePrescriber** to open the partner's signup. They verify the practice, and ClinikEHR support then activates your prescribing credentials. If you have already registered and still see this message, the final integration step is still in progress.
  </Step>
</Steps>

<Note>
  The credentials that connect your practice to the partner are stored encrypted and are never shown anywhere in the product — not to you, not to an owner, not on any settings screen. There is nothing for you to copy, paste or keep safe.
</Note>

## Send a prescription

<Steps>
  <Step title="Check the patient's details are complete">
    They need a valid phone number, a date of birth and an address. This is the single most common reason the next step fails, so it is worth a glance first.
  </Step>

  <Step title="Open the patient and select the Medications tab">
    The screen is headed **Medications & ePrescribe** — "Manage active prescriptions and send to pharmacies".
  </Step>

  <Step title="Sync the patient">
    If the patient has never been sent across, select **Sync Patient**. When they are already known you see **Synced with MDToolbox** instead, and there is nothing to do.
  </Step>

  <Step title="Select New Prescription">
    On an unsynced patient the same button reads **Sync & Prescribe** and does both in one go. Either opens the partner's prescribing window.
  </Step>

  <Step title="Write and send the prescription in that window">
    Drug selection, dose, pharmacy and transmission all happen there. Come back to ClinikEHR when you are done.
  </Step>
</Steps>

<Warning>
  **A live connection sends to a real pharmacy.** There is no rehearsal mode between you and the counter — a prescription you send while "just trying it out" is a prescription somebody will dispense. When you are testing the integration, use a patient you created for that purpose with details that are obviously not a real person's, and never a live patient's record.
</Warning>

## Current Medications

Everything active for that patient is listed under **Current Medications**, with its dose, its frequency, an **Active** badge and the time it was last synced.

Each row offers a reminder: **Refill reminder** if none is set, or **View reminder** if one is. A reminder appears on the patient's activity timeline and prompts your team when a refill is due — see [Prescriptions](/clinic/clinical/prescriptions).

If the list is empty you get **No Active Prescriptions Found**, which means nothing has been synced across for this patient — not that they have no medication. Anything recorded by hand elsewhere in the chart is separate from this list.

<AuditNote action="Opening a patient's medication record" />

## Check it worked

* The header shows **Synced with MDToolbox** rather than a **Sync Patient** button.
* The new medication appears under **Current Medications** with an **Active** badge.
* The row shows a recent "Synced" time.
* The pharmacy has it. If the partner's window reported success, the transmission is theirs to confirm — ClinikEHR shows you what synced back.

## If something goes wrong

<AccordionGroup>
  <Accordion title="The prescribing window will not open">
    The message names the cause: the client's profile needs a valid phone number, date of birth and address. Fill in whichever is missing on their record and try again.
  </Accordion>

  <Accordion title="Sync Patient fails">
    Same cause, same fix — a valid US phone number, date of birth and address on the patient's profile. A missing area code is enough to fail it.
  </Accordion>

  <Accordion title="Practice Registration Required, but we registered weeks ago">
    Verification and credential activation are two steps, and the second is done by ClinikEHR support. If it has been more than a few working days, [contact support](/platform/help/contact-support) with your workspace name.
  </Accordion>

  <Accordion title="One clinician can prescribe and another cannot">
    The add-on is per seat. Activate a seat for that clinician under add-ons on your billing screen.
  </Accordion>

  <Accordion title="Everything worked yesterday and today it is locked">
    Check your subscription. A payment that has failed collapses paid features until it is settled, and the tab says so with a **Fix Payment** button. See [Payment methods](/platform/plans/payment-methods).
  </Accordion>

  <Accordion title="A medication we prescribed is not in the list">
    **Current Medications** shows what has synced back from the partner. A medication recorded by hand in the chart, or one prescribed outside this integration, lives elsewhere in the record.
  </Accordion>

  <Accordion title="A pop-up blocker swallowed the window">
    The prescribing screen opens in a new window. Allow pop-ups for ClinikEHR on that browser and select the button again.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Prescriptions" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/pills.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=61d3b4395ff302d1874835135ef633f8" href="/clinic/clinical/prescriptions" width="24" height="24" data-path="images/icons/pills.svg">
    Prescribing inside ClinikEHR, and refill reminders.
  </Card>

  <Card title="The patient chart" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/folder-open.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=673abf8f50915a34ef44c5807532acbc" href="/clinic/clinical/patient-chart" width="24" height="24" data-path="images/icons/folder-open.svg">
    Where the Medications tab sits in the record.
  </Card>
</Columns>

<StillStuck topic="a prescription that will not send" />