Purpose: Use Account Management in iPrescribe to add and remove team members, manage licenses, and update billing. 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:
Option A: Web browser
Go to account.iprescribe.com/account-management.
Option B: iPrescribe app
- Open the iPrescribe app and tap the main menu.
- Tap Settings. The Settings screen appears.
- Tap Account Management. The Account Management screen appears.
Settings > Account Management
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. 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 team members
- Open Account Management. (See Access Account Management above.)
-
Tap Team Members. The Team Members list appears.
Account Management — Team Members option -
Tap 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.
- Select the Prescriber radio button.
- Enter the provider's first name, last name, and 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
Option B: Add a Staff account
Staff accounts are free and unlimited. Staff roles include non-clinical, clinical, and provider agent.
- Select the Staff radio button.
- Enter the staff member's first name, last name, email address, and role.
- To make this staff member a practice administrator, set the toggle at the bottom to Yes. The toggle turns green.
- Select Invite. 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.
Provider agents: 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 > Practice Admin toggle
Out of licenses: If you have no provider licenses remaining, iPrescribe prompts you to purchase an additional license using the credit card saved in your account. You can purchase only one license at a time.
Administrator requirement: 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.
-
Tap Team Members. The Team Members list appears.
Account Management — Team Members option - Tap the name of the team member you want to remove. The member's account screen appears.
- Tap Remove from practice at the bottom of the screen. A confirmation prompt appears.
- Tap Continue to confirm the removal.
- Select a reason for removing this member.
- iPrescribe removes the account and displays a confirmation screen.
- Open Account Management.
-
Select Team Members. The Team Members list appears.
Account Management — Team Members option - Select Add a Team Member. The Add a Team Member screen appears.
- Select the Prescriber radio button, then select Continue.
- Review the reassignment fee details, then select Continue. iPrescribe charges the reassignment fee to the credit card on file in your account. This fee pays for identity proofing for the new provider. For current pricing, see iPrescribe.com/pricing.
Cancel a pending invitation
- Open Account Management.
-
Tap Team Members. The Team Members list appears.
Account Management — Team Members option -
Tap the name of the team member whose invitation you want to cancel. The member's account screen appears.
Team Members > select a team member -
Tap Cancel Invite. iPrescribe cancels the invitation.
Cancel Invite option
Resend a pending invitation
- Open Account Management.
-
Tap Team Members. The Team Members list appears.
Account Management — Team Members option -
Tap the name of the team member whose invitation you want to resend. The member's account screen appears.
Team Members > select a team member -
Tap Resend invite. iPrescribe resends the invitation email.
Member Account > Resend Invite button
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.
Administrator requirement: 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.
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 > Practice Admin 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.
- Set the toggle at the bottom of the screen to Yes. The toggle turns green and the team member is now an 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.
- Set the toggle at the bottom of the screen to No. The toggle turns gray and your administrator status is removed.
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. 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. For current pricing and plan details, see iPrescribe.com/pricing.
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