Purpose: Use Account Management in iPrescribe to add and remove team members, manage licenses, manage your plan and add-ons, update billing, and manage administrator status. This article covers administrator-only features.
Audience: iPrescribe group practice administrators
Prerequisite: You must be on an iPrescribe plan to access Account Management.
Non-administrators see a limited version of Account Management and can view only their own profile.
Access Account Management
There are two ways to open Account Management:
Web browser
- Go to account.iprescribe.com/account-management and log in with your iPrescribe credentials.
iPrescribe app
- Open the iPrescribe app and select the More tab.
- Select Account Management. Account Management opens in your web browser.
What admins can do in Account Management
As a group practice administrator, you have access to the following sections:
- My Account — View your account details or change your administrator status.
- Team Members — View practice members, invite new users, remove existing users, and assign administrator status.
- Licenses — Review total, assigned, and available licenses for your practice. View your current plan and next bill date, upgrade your plan, and add Phone Support. Only providers use licenses. Staff accounts are free and unlimited.
- Billing — View your current subscription, next billing date, and invoice history, and update the payment method or billing information on file.
Manage team members
Add a team member
- Open Account Management. (See Access Account Management above.)
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Select Team Members. The Team Members list appears.
Account Management — Team Members option -
Select Add Member. The Add a Team Member screen appears.
Team Members — Add Member button - Select the role you want to add. Follow the steps for that role below.
Option A: Add a Prescriber account
Prescriber accounts require one purchased license. If you have a license available to assign, iPrescribe uses it for the new prescriber.
- Select Prescriber, then select Continue.
- Enter the provider's first name, last name, and email address, then re-enter the email address.
- To make this provider a practice administrator, set the toggle at the bottom to Yes. The toggle turns green.
- Select Invite. iPrescribe confirms the provider was added and sends them an invitation email. The email prompts the provider to register for iPrescribe. After registration, the provider completes identity proofing via ID.me to e-prescribe.
Add a team member > Invite a Prescriber
If you have no provider licenses remaining, iPrescribe prompts you to purchase an additional license using the credit card saved in your account. iPrescribe prorates the fee based on the time remaining in your subscription and does not issue refunds. To purchase, select the Please charge the card on file checkbox, then select Continue. You can purchase only one license at a time.
Option B: Add a Staff account
Staff accounts are free and unlimited. Staff roles include non-clinical, clinical, and provider agent.
- Select Staff, then select Continue. The Staff Setup screen appears.
- Enter the staff member's first name, last name, and email address. Re-enter the email address, then select a role: Non-Clinical, Clinical, or Provider Agent.
- To make this staff member a practice administrator, set the toggle at the bottom to Yes. The toggle turns green.
- Select Invite. A message confirms that an email has been sent to the staff member, and they appear in the Team Members list as Invited. The email prompts the staff member to register for iPrescribe and join the group practice.
After a staff member completes registration, a prescriber must designate them as a provider agent via Manage Agents in the iPrescribe app.
Add a team member > Admin Permissions toggle
Remove a team member
Your practice must always have at least one administrator. You cannot remove a team member who is the only administrator until you designate another administrator first.
- Open Account Management.
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Select Team Members. The Team Members list appears.
Account Management — Team Members option - Select the name of the team member you want to remove. The member's account screen appears.
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Select Remove from practice at the bottom of the screen. A confirmation prompt appears.
Remove from practice button - Select Continue to confirm the removal.
- Select a reason for removing this member.
- iPrescribe removes the account and displays a confirmation message.
Reassign a license to a new provider
If you remove a prescriber from your practice, you can reassign their license to a new provider. A reassignment fee applies only if the prescriber who activated the license has since been removed. For current pricing, see iPrescribe.com/pricing.
- Open Account Management.
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Select Team Members. The Team Members list appears.
Account Management — Team Members option - Select Add Member. The Add a Team Member screen appears.
- Select Prescriber, then select Continue.
Cancel an invitation
- Open Account Management.
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Select Team Members. The Team Members list appears.
Account Management — Team Members option -
Select the name of the team member whose invitation you want to cancel. The member's account screen appears.
Team Members > select a team member -
Select Cancel Invite. iPrescribe cancels the invitation.
Cancel Invite option
Resend an invitation
Resend a pending invitation
- Open Account Management.
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Select Team Members. The Team Members list appears.
Account Management — Team Members option -
Select the name of the team member whose invitation you want to resend. The member's account screen appears.
Team Members > select a team member -
Select Resend invite. iPrescribe resends the invitation email.
Member Account > Resend invite
Manage administrator status
As the creator of the group practice account, you are the default administrator. You can add other team members as administrators (no limit on the number) and remove yourself as an administrator.
Your practice must always have at least one administrator. You cannot remove your own administrator status until you designate another team member as an administrator first.
Assign administrator status
Option A: Assign during invitation
When inviting a team member for the first time, set the toggle at the bottom of their information screen to Yes. The toggle turns green, and the team member is designated as an administrator when they accept the invitation.
Add a team member > Admin Permissions toggle
Option B: Assign after a team member has accepted an invitation
- Open Account Management.
-
Select Team Members. The Team Members list appears.
Account Management — Team Members option -
Select the name of the team member you want to make an administrator. Their account screen appears.
Team Members -
Under Privileges, set the Admin Permissions toggle to Yes. The toggle turns green and the team member is now an administrator.
Admin Permissions toggle
Remove yourself as administrator
Complete this only after designating at least one other team member as an administrator.
- Open Account Management.
- Select My Account. Your account details appear.
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Under Privileges, set the Admin Permissions toggle to No. The toggle turns gray and your administrator status is removed.
Admin Permissions toggle
Manage licenses
Only provider (prescriber) accounts use licenses. Staff accounts are free and unlimited. Review your license count at any time from the Licenses section of Account Management. You can purchase an additional license when you add a prescriber and have no licenses remaining. (See Add a team member above.) iPrescribe prorates additional licenses for the time remaining in your subscription, then auto-renews them at the end of the subscription period at your plan's per-prescriber rate.
If you have licenses available to assign, select Manage next to Available to assign. From the Manage available licenses window, select Invite a new user or Cancel a license.
For current pricing and plan details, see iPrescribe.com/pricing.
Manage your plan and add-ons
As a group practice administrator, you can view your current plan and next bill date, upgrade your plan, and add Phone Support from the Licenses section of Account Management.
View your plan and next bill date
- Open Account Management. (See Access Account Management above.)
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Select Licenses. The Licenses screen appears.
Licenses screen -
In the Plan section, review your Current Plan, Billing Cycle, Next Bill date, Licensed Users, and Total before tax.
Licenses > Plan section - To view billing details, select Manage next to the Next Bill date. This opens the same page as Billing in Account Management.
Upgrade your plan
The Upgrades and Add Ons section shows the upgrade to iPrescribe Practice, which provides access on the iOS and Android app and desktop. If your practice is already on iPrescribe Practice, the upgrade doesn't appear.
- Open Account Management.
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Select Licenses. The Licenses screen appears.
Licenses > Upgrades and Add Ons -
In the Upgrades and Add Ons section, select Upgrade to iPrescribe Practice. The Upgrade to iPrescribe Practice with Desktop access window appears. It shows the additional cost per prescriber, prorated charge, sales tax, total due today, and the new annual rate with its start date. The prorated charge covers the days remaining in your billing cycle.
Upgrade to iPrescribe Practice with Desktop access window -
To see what iPrescribe Practice includes, select View Features. Select Got it to close the features list.
iPrescribe Practice features - Select the Charge my card ending in checkbox.
- Select Pay [amount] & upgrade. A message confirms your payment and the amount charged to your card.
After you upgrade, the upgrade no longer appears in the Upgrades and Add Ons section, and the Plan section shows a Contact Support link if you need to change your plan. There's no self-service option to downgrade your plan.
Add Phone Support
- Open Account Management.
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Select Licenses. The Licenses screen appears.
Licenses > Upgrades and Add Ons -
In the Upgrades and Add Ons section, select Add Phone Support. The Add Phone Support window appears. It shows the prorated charge, sales tax, total due today, and the annual rate with its start date. The prorated charge covers the days remaining in your billing cycle.
Add Phone Support window -
To see what Phone Support includes, select View Features. Select Got it to close the features list.
Phone Support features - Select the Charge my card ending in checkbox.
- Select Pay [amount] & add. A message confirms your payment and the amount charged to your card.
After you add Phone Support, it applies to your entire practice and takes effect immediately. It appears in the Plan section as Add On - Phone Support and no longer appears in the Upgrades and Add Ons section.
If an upgrade or add-on purchase fails, a message explains the problem. Select Try again to retry.
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