Add a User

The agency administrator adds new users.

1. Go to https://platform.scriptsure.com/#/login
2. Log in
3. Click on Users in the horizontal blue bar at the top right
   
4. In the horizontal green bar, click Add User
   
5. Section 1 (General) - fill in the following required fields
   Note:  External id and email address are the 'glue' that connect Scriptsure to the EHR, so pay special attention to the instructions for them. 
   1. First Name 
   2. Last Name 
   3. Time Zone – select the time zone where the staff is located
   4. User Type – select the most appropriate option for the staff
   5. Business Unit – select your agency
   6.  IMPORTANT: External Identification –
      The user's External id must follow a strict format... It is composed of the CT|One Network id followed by the staff key.

      For example, CSIPUBEPAZ:STAFF-5349

      The CT|One Network id can be found in the CT|One master record, found by going to the Core Menu and selecting CT|One Master.

      

      You can find the Staff Key on the Staff Master window in CT|One:
      

      So in this example, the External Id for Staff 100 would be CSIPUBEPAZ:STAFF-5349.
      
      You can look at other users that are already set up in your agency to see the format your agency uses for external ids.

   7. IMPORTANT:   Email – the email address here must match the email address on the Contact tab of the Staff Master.
   8. Confirm Email – email address
   9. If the new user will be an administrator, check the administrator checkboxes
   10. Click Next
       
6. Section 2 (Security)
   1. Click Prescriber if the staff will be prescribing medications (controlled or non-controlled)
      1. If the prescriber is also a supervisor, check the box
   2. Click Supporting Staff for all other staff, including anyone that will prescribe on behalf of a prescriber.
   3. Click Next
      
7. Section 3 (Practices)
   1. Click Add Practice in the horizontal green bar:
      
   2. Click the checkbox(es) for any practices/locations the staff works at.
   3. NOTE:  You must also add the default practice for the agency to each staff/user you add to Scriptsure.  The default practice is determined when the agency's information is initially loaded into Scriptsure.

      1. To determine which practice the agency has set as the default practice

         1. In CT|One, go to Maintenance → Flags
         2. Click on the Search tab and search for ScriptSureDefaultFacility
            
         3. Note the flag value.  This is the code of the default facility.
         4. Go to Core → Facility
         5. Look for the code noted on the flag.  This tells you the default facility name.
         6. Go to https://platform.scriptsure.com/#/login 
         7. Click on Practices
            
         8. Click Edit for the Practice that matches the default Facility
         9. Click Next
         10. On the Associated Users list, click Add User
             
         11. Select the user that you wish to add to the practice, or click Check All
             
         12. Click Add Checked
             
         13. Click Close
   4. Click Add Checked:
      
   5. Click Close
   6. Click Next
      
8. Section 4 (Applications)
   1. Click Add Application in the horizontal green bar:
      
   2. Click the + next to Remarkable
      1. Remarkable should now show  in addition to Scriptsure:
         
   3. Click Next:
       
9. section 5 (Prescribe Using) - NON-Prescribers
   1. If the staff will prescribe using another prescriber's credentials, click Add Prescriber:
      
   2. Click the checkbox(es) for any prescribers that this staff will Prescribe Using.
   3. Click Add Checked
      
   4. Click Close
   5. Click Next:
       
10. Section 6 (Prescribe For) - Prescribers
    1. If the prescriber will have staff that are able to Prescribe For the prescriber, click Add User:
       
    2. Click the checkbox(es) for any users that will Prescribe For this staff.
    3. Click Add Checked
        
    4. Click Close
    5. Click Next:
        
11. Section 7 (Identification) - Prescribers
    1. IMPORTANT:  This section should only be filled out if the staff is a prescriber.  If the staff will not be prescribing, leave the fields here blank, even if the staff has some of the identifiers listed.
    2. NPI - enter the prescriber's NPI
    3. DEA - enter the 
    4. Detox (optional) - enter the staff's NADEAN, if applicable
    5. Click Next:
        
12. Section 8 (Service Level) - Prescribers
    1. Core e-Prescribing - check this if the prescriber will be prescribing controlled or non-controlled medications
    2. Controlled Substances - check this if the prescriber will be prescribing controlled medications
    3. Click Show Advanced Messages
       
    4. Refill Prescription - check this if you want to receive refill requests from the pharmacy
    5. Change Prescription - check this to allow the pharmacy to send alternative medication options or require prior authorization for a submitted prescription
    6. For each practice, if the prescriber will be issuing controlled medications, click 'Request EPCS':
       
    7. Click Register to register the prescriber on the network.
       
    8. You should now see green circles with a checkmark at least by Basic and Controlled (if you selected it for this staff):
       
    9. If your agency is live, you may also see green checkmarks by Refill and Change RX if you have checked the boxes for those options.
       1. If you see red circles with exclamation marks and you have questions, contact Remarkable Health.
    10. If your agency is not live, you will see red circles for RefillRX and ChangeRX.  On go-live day, Remarkable Health will request your SPI move from the legacy ePrescribe to Scriptsure.  This move can take up to a week.  Once the SPIs are moved to Scriptsure, Remarkable Health will update this and register the user for RefillRX and Change RX.
    11. Click Complete:
         
13. IMPORTANT FINAL STEP: If you have added a prescriber for controlled medications, you must also approve them for EPCS in your Practice Settings for the application.  To do that 
    1. Go to https://us.scriptsure.com/#/login
    2. You will be presented with a pop-up that says EPCS requests to approve.  Click Approve next to that provider’s name.
    3. Alternatively, you can click your name in the upper-right corner:
       
    4. Click on Settings:
       
    5. On the left navbar, click on EPCS Approval:
       
       
    6. Click Approve to approve the pending request.  Click Deny if access was requested for any staff in error.

Read-Only User Access

You may want to have some users with read-only access to Scriptsure.  These might be folks that you want to be able to print medication lists, but not add allergies or medications.

To add a completely read-only user in Scriptsure, you will need to first add the user as a Supporting User via the Platform app.

Once the user is added, you are ready to set up a role with read-only access.

1. Open Scriptsure by going to https://us.scriptsure.com
2. In the upper-right corner, click on your username
   
3. Select Settings
   
4. In the list of settings on the left, scroll down to Security for Users/Roles:
   
5. In the upper-right, click Edit Security Role:
   
6. Click Add to Add a new Role:
   
7. Give the new role a name, such as ReadOnlyStaff and Click Save:
   
8. Your screen should now look like this:
   
9. Now we’ll turn off abilities to do things.  For each permissions, you’re going to select the category on the left and then check the boxes for the item(s) on the right.
   1. Allergy – Cannot Add Allergy
   2. Allergy – Cannot Archive Allergy
   3. Drug – Cannot Add Current Medication
   4. Drug – Cannot Add Drug Format
   5. Drug – Cannot Add Favorites
   6. Drug –Cannot Archive Current Medication
   7. Drug – Cannot Change Drug Check Setting
   8. Drug – Cannot Change Drug Tolerance Setting
   9. Drug – Cannot Delete Drug Format
   10. Drug – Cannot Download Drug History
   11. Drug – Cannot Edit Favorite
   12. Drug – Cannot Prescribe Medication
   13. Drug – Cannot Request Eligibility
   14. Drug – Cannot Send Electronically
   15. Drug – Cannot View Formulary
   16. EPCS – Cannot Approve EPCS Request
   17. EPCS – Cannot Request EPCS
   18. EPCS – Cannot View EPCS Request
10. You can review any other categories and select any more ‘Cannot’ options if desired
11. Click Save
12. Finally, add users to the role.
    1. Click the User tab:
       
    2. Click Add User:
       
    3. Select each of the users from our lists that should have read-only access and Click Add
       
    4. NOTE:  You can click Supporting Only to filter for just supporting users:
       
    5. Once all are added, click Close
13. Click SAVE to save the new role.   (Green button at bottom right):
    

At this point, any user you've added to this role will get error messages if they try to add an allergy or medication.  

If they try to select a drug to prescribe, they’ll get this error:

If they try to add an allergy, they’ll get this error:

If a user later needs the ability to add meds or allergies, merely edit the role, click on the Users tab and click Remove to remove the user from the user list.

Scriptsure integrates with Cover My Meds to provide information about Prior Authorizations.  

Scriptsure has provided the following documentation for Cover My Meds.

• CMMAppUserGuide_Condensed.docx
• CMM App User Guide_v2 screenshots.docx

A complete user guide is also available from CoverMyMeds:  CoverMyMeds App User Guide.pdf

How do Prior Authorizations work?

Scriptsure has the ability to link to CoverMyMeds for prior authorizations.

When appropriate, an agency may get a prompt to enable prior authorizations.  The prompt looks like this:

If the integration is desired, click Begin Signup and you will be walked through prompts for setting it up.

If the integration is not desired, click Decline Signup.

If you are not sure, click the Close X or Skip.  You will receive the prompt again the next time you login to Scriptsure.

You can also Sign Up for Prior Authorizations by going to the Settings menu:

Prompts you may see in the Sign Up (RH NOTE:  Update this when we have documentation from Scriptsure!)

	Read Terms
	Scroll to bottom, check boxes and click Continue
	Select when to be notified and which Prescribers you which to receive notifications about.  Click Update
	Click OK to confirm the update
	You are then shown the CoverMyMeds dashboard.

From this point, it is the same interface you are used to in CoverMyMeds.  

See Cover My Meds documentation (above) for additional information on using Cover My Meds.

Our CoverMyMeds Prior Authorization account is under the administrator.  Will it work for my Prescribers?

The CoverMyMeds interface in Scriptsure is the same interface CoverMyMeds provides outside of Scriptsure.

The administrator may go into CoverMyMeds as a supporting user and select the prescribers that they want to manage. They will need to have Prescribe Using access within Scriptsure to facilitate that.

See Cover My Meds documentation (above) for additional information on using Cover My Meds.

Why use a Custom Status

A custom status gives you the ability to control how a medication displays when the medication is assigned the status.  You might use a custom status to color-code medication statuses, such as a PCP/External Medication or a Discharge Medication.  You might also use a custom status to prompt the user to supply a prescriber name, such as for a PCP/External Medication.

Accessing Status Configuration

• Open ScriptSure by either
  • Clicking the pill bottle on the toolbar () or
  • Going to the Client Menu, selecting Client Medications to open the Client Medication History window and clicking the Add Med button.
• Click Settings

• Scroll down the list and select Modify Prescription Statuses from the dropdown list

The  Prescription Status window opens.

Prescription Status Window

NOTE:  Status entries that do not have an edit (pencil) or delete (trash can) icon are not customizable

Select an Action:

•  (Trash Can icon): Delete a status
  
  
•  Pencil icon: Edit a status
•  Add Status button: Add a new status 

Add a Status - General Tab

Enter the name of the status, such as Sample Archive Options – select whether selecting this status archives a medication. Current Medication Options – select whether selecting this status adds or removes this medication from the current medication list. A Current Medication Option of Move to Current Medication List will prompt the user to supply a prescriber a name when the status is selected.  This is useful for indicating the prescriber for a medication prescribed outside of Scriptsure, such as a PCP or external medication. Pad date options – select whether selecting this status adds a number of days of padding to the medication’s expiration date. Color options – select whether selecting this status sets the medication row to a color

Add a Status – Comment Tab

Active checkbox - Select whether you want the user to supply a comment when the status is selected.  Clicking the box shows additional comment options. Show comment in popup when medication is prescribed in future – check this box to select whether a comment popup appears when/if the medication is prescribed in the future Expiration in days:  Indicate the number of days before the comment expires, or check the box for Never Expires. Edit comment when status selected – check this box if you want to allow the user to change the comment Comment add only to selected medication – check this box if the comment only applies to the selected medication.

Add a Status – Practice Tab

Select which practice(s) can use this status.