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Electronic prescribing lives on the client’s own chart. You sync them to the prescribing network once, write the prescription in the partner’s window, and it comes back into their medication list here.

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What you’re looking at

A client’s chart has seven tabs — Overview, Billing, Measures, History, Medications, Labs and Files. Medications is the one you want; inside, the section is headed Medications & ePrescribe — “Manage active prescriptions and send to pharmacies”. Along the top: Sync Patient while the client is unsynced, then New Prescription or Sync & Prescribe, and AI Analysis once there is at least one medication on file. A green dot and Synced with MDToolbox replace the sync button once it has worked. Below that, Current Medications lists each drug with its dosage, frequency, an Active pill and when it last synced. An empty tab reads “No Active Prescriptions Found — This patient has no medication records synced from MDToolbox.” Before your practice is set up you get a different screen entirely: Practice Registration Required, with a Register for ePrescriber button.

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Send a prescription

1

Check the profile is complete

The sync needs a valid US phone number, a date of birth and an address. Fix the chart first — this is what fails most often, and it fails at the sync, not at the prescription.
2

Sync the client

Select Sync Patient. On success you see “Sync Successful” and the header changes to Synced with MDToolbox.
3

Open the prescriber

Select New Prescription. If the client has never been synced, Sync & Prescribe does both in one go. The prescribing partner opens in its own window, and you write the prescription there.
4

Come back to the chart

The prescription returns to Current Medications with an Active pill and a sync timestamp. The card’s footer says where it came from: “Medications are retrieved from the MDToolbox Clinical Network integration.”
An electronic prescription goes to a real pharmacy. There is no draft step and no recall once it has been sent. Check the client, the drug, the dose and the pharmacy before you send — and use a test client while you are learning the screen.

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Refill reminders

Each medication row carries a Refill reminder button. Set one and it becomes View reminder, so you can see or adjust it later. A reminder is how a long-term prescription gets picked up before the client runs out rather than after.

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Review the list with AI

When there is at least one medication on file, AI Analysis appears at the top of the tab. It reads the current list and points out what is worth a second look.
The analysis is a prompt to check something, never a decision. Nothing it says changes a prescription — you do that yourself, and you remain responsible for the result.

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Who can do this

Role decides whether you can open a client’s chart at all. The add-on — bought per clinician seat, not per practice — decides whether prescribing works, and permission decides whose charts you may open. Two behaviours surprise people:
  • Enforcement is opt-in, per person. A colleague never saved in the permissions sheet is unrestricted; the sheet warns “Saving starts enforcing”.
  • A denied action is recorded; an allowed one is not. Hiding Clients from a sidebar is a convenience, not a security boundary.
See Staff permissions.

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Check it worked

The header shows Synced with MDToolbox, and Current Medications lists what you prescribed with an Active pill and a “Synced” timestamp. If you set a reminder, the row now reads View reminder. Nothing else needs doing — the pharmacy has it.

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Common issues

Your add-on is active but the practice is not registered with the prescribing partner yet. Select Register for ePrescriber and complete it; your credentials are activated once the practice is verified. If you are already registered and still see this, the integration is being finalised — contact support.
“Please ensure their profile has a valid US phone number, date of birth, and address.” One of those three is missing or malformed on the chart. Fix it and sync again.
“You need an active paid plan AND the ePrescribe add-on to manage patient medications.” Select Upgrade Plan & Add-ons on Free, or Manage Add-ons if the plan is fine but the seat is not. See Change your plan.
“Your subscription payment is past due.” A lapsed payment collapses paid features, and prescribing goes with them. Select Fix Payment, or update your card under Payment methods.
Nothing has come back for this client yet. Select New Prescription to write one. A newly synced client starts empty even if they take medication — the list is what the network holds, not what you have been told.
“Please check the client’s profile has a valid phone number, date of birth, and address, then try again.” Same three fields as the sync, checked again at the moment of prescribing.

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FAQ

Not from ClinikEHR. It has already been transmitted. Contact the pharmacy directly, then correct the medication list here.
Yes — it is a per-seat add-on tied to the person prescribing, because prescribing credentials belong to an individual, not to the practice.
Current Medications reflects the prescribing network, not your notes. Record a history you were told about in a clinical note instead.
It surfaces the refill as a task for your practice at the right time. Whether the client hears from you is governed by your notification settings.
The pharmacy is. Tell the client which pharmacy you sent it to before they leave — the chart does not do that for you.
More about connecting the service: E-prescribing.