How can we help?

Or log in to submit or review a request.

Articles in this section

Account Management in iPrescribe

Updated

Purpose: Explains how group practice administrators access Account Management in iPrescribe to add, remove, and manage team members, licenses, and billing.

Audience: iPrescribe group practice administrators who need to manage their practice's account, team members, and billing.

Account Management is available for new or existing subscribers who are on an iPrescribe plan.

Access Account Management

There are 2 ways to get to Account Management: 

  1. www.account.iprescribe.com/account-management, or

  2. Log in to the iPrescribe app. Go to the main menu, tap Settings, then tap Account Management.

    iPrescribe app main menu with Settings option highlighted Settings screen with Account Management option highlighted

    Settings > Account Management

Non-administrators see a limited version of Account Management.

Group practice administrators see a full range of options:

  • My Account — view your account details or change your administrator status. You can remove your administrator status only after designating at least one team member as an administrator first.
  • Team Members — view your practice members, invite a new user, remove an existing user, and assign administrator status to another provider.
  • Licenses — review total, assigned, and available licenses for your practice. Only providers use licenses. Staff accounts are free and unlimited.
  • Billing — review payment history and update the credit card or billing address on file.

Manage your team

How do I add a team member's account?
  1. Log in to the iPrescribe app. Go to the main menu, tap Settings, then tap Account Management.

  2. Tap Team Members.

    Account Management screen showing Team Members option
    Account Management — Team Members option

  3. Tap Add Member.

    Note: Each provider requires 1 purchased license. Staff accounts do not use a license.

    Team Members screen with Add Member button highlighted
    Team Members — Add Member button

  4. Select the team member role you want to add: Prescriber or Staff.

    Adding a Prescriber account

    1. Select the Prescriber radio button. This role uses one purchased license.
    2. Enter the provider's first name, last name, and email address.
    3. To make this provider a practice administrator, set the toggle at the bottom to Yes (turns green).
    4. Select Invite.
    5. 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 team member screen with Prescriber radio button selected      Prescriber invitation form with administrator toggle

    Add a team member > Invite a Prescriber

     

    Adding a Staff account

    1. Select the Staff radio button to add a non-clinical, clinical, or provider agent account. Staff roles do not use a purchased license.
    2. Enter the staff member's first name, last name, email, and role.
    3. To make this staff member a practice administrator, set the toggle at the bottom to Yes (turns green).
    4. Select Invite.
    5. iPrescribe confirms the staff member was added and sends them an invitation email. The email prompts the staff member to register for iPrescribe and join the group practice.

    Note: For staff who will act as provider agents — after the staff member completes registration, a prescriber must designate them as a provider agent via Manage Agents in the iPrescribe app.

    Add team member screen with Staff radio button selected Staff setup screen with Practice Admin toggle button

    Add a team member > Practice Admin toggle button

  5. Return to Account Management at any time to add more team members.

  6. If you run out of licenses provider licenses and need to add a provider, iPrescribe prompts you to purchase an additional license using the credit card saved in your account. You can only purchase 1 license at a time.

    Zero licenses remaining notification screen
    Zero licenses remaining notification
What is the cost to add a provider to an existing account?

Additional licenses are prorated for the time remaining on your subscription, then auto-renew at the end of the subscription period at the current license price.

How do I remove a team member's account?
  1. Log in to the iPrescribe app. Go to the main menu, tap Settings, then tap Account Management.

  2. Tap Team Members.

    Account Management screen showing Team Members option
    Account Management — Team Members option
  3. Tap the name of the team member you want to remove.
  4. Tap Remove from practice at the bottom of the screen.

  5. Confirm the removal and tap Continue.

    Note: Your practice must always have at least 1 administrator. You cannot remove your own administrator status until you designate another team member as an administrator first.

  6. Select a reason for removing this member.
  7. iPrescribe displays a confirmation screen. The account is now removed.
How do I reassign a license to a new provider?

  1. From Account Management, select Team Members.

    Account Management screen showing Team Members option
    Account Management — Team Members option
  2. Select Add a Team Member.
  3. Select the Prescriber radio button, then select Continue.
  4. Confirm the license reassignment charge to your Stripe account and select Continue.
    Note: The current $79 fee covers the cost of identity proofing for the new provider. 
How do I cancel or resend an invitation to a team member?

Cancel

To cancel a pending invitation:

  1. Go to the main menu and tap Settings, then tap Account Management.

  2. Tap Team Members.

    Account Management screen showing Team Members option
    Account Management — Team Members option

  3. Tap the name of the team member whose invitation you want to cancel.

    Team Members list with a member name selected
    Team Members > select a team member

  4. Tap Cancel Invite.

    Team member detail screen with Cancel Invite button highlighted
    Cancel Invite option

Resend

To resend a pending invitation:

  1. Go to the main menu and tap Settings, then tap Account Management.

  2. Tap Team Members.

    Account Management screen showing Team Members option
    Account Management — Team Members option

  3. Tap the name of the team member whose invitation you want to resend.

    Team Members list with a member name selected
    Team Members > select a team member

  4. Tap Resend invite.

    Team member detail screen with Resend invite button highlighted
    Member Account > Resend 
    Invite button
How do I make someone else the administrator?

As the creator of the group practice account, you are the default administrator. You can:

  • Add other team members as administrators (no limit on number)
  • Remove yourself as an administrator

Note: Your practice must always have at least 1 administrator. You cannot remove your own administrator status until you designate another team member as an administrator first.

Assign an administrator at first invitation

When inviting a team member for the first time, set the toggle at the bottom of their information screen to Yes (turns green) to designate them as an administrator.

Add team member screen with administrator toggle set to Yes     Prescriber invitation form showing administrator toggle turned green

Add a team member > Practice Admin toggle

Assign an administrator after a prescriber accepts an invitation

If a prescriber already accepted your invitation, change their administrator status at any time:

  1. From Account Management, select Team Members.

    Account Management screen showing Team Members option
    Account Management — Team Members option
  2. Select the name of the team member you want to make an administrator.
  3. Set the toggle at the bottom of the screen to Yes (turns green).

Remove yourself as administrator

After designating at least one team member as an administrator, remove yourself as an administrator:

  1. From Account Management, select My Account.
  2. Set the toggle at the bottom of the screen to No (turns gray).
Was this article helpful?
3 out of 52 found this helpful

Comments

0 comments

Article is closed for comments.