Linking patient records

vRxPro has two-way integration capabilities with several Practice Management Softwares. This allows vRxPro prescriptions to writeback into the patient’s medical record. 

Accessing the Linking slide out

In order for items to writeback into the patient’s medical record, you must first link the client’s and patient’s record to their vRxPro account.

Accounts can be linked in several places within vRxPro:

• Linking Center
• Client Requests Feed
• ProScript Renewals Feed
• Patient’s Profile

Linking Center

The linking center is a centralized hub that allows you to easily view all patient’s linking statuses.

To access the Linking Center:

• Select Linking Center from either the left navigation menu or the dashboard tile on your homepage.

By default, patient’s that are not linked, but have pending writeback items will be displayed. The patients should be prioritized because they have items that are ready to be sent to their medical record.

Note: If the list is empty, there are no pending writebacks waiting for a patient to be linked.

Filters:

1. Only Writeback Patients: Uncheck to view all patients who are Not Linked with or without pending writeback items.
2. Include Linked: Uncheck to view all patients and their Linked status. The linked icon will indicate that the patient’s account has been linked.
3. Select the patient’s name to open the Linking slide out.

Note: The Linking Center is not available at this time with the Vetspire integration.

Client Requests

The linking slide out can also be accessed via the Clients Request feed.

• Select Client Requests from the left navigation menu or the dashboard tile on your homepage.
• The Linking status for each patient will be displayed on the request preview.
• If the patient is Not linked, click the status to open the Linking slide out.

ProScript Renewals

The linking slide out can also be accessed via the ProScript Renewals feed.

• Select ProScript Renewals from the left navigation menu or the dashboard tile on your homepage.
• The Linking status for each patient will be displayed on the renewal preview.
• If the patient is Not linked, click the status to open the Linking slide out.

Patient Profile

The Linking slide out can also be accessed via the Patient Profile.

• Access the Patient Profile via the Client List.

Once on the Patient’s Profile:

• The Linking status for the patient will be displayed next to their name.
• If the patient is Not linked, click the status to open the Linking slide out.

Linking the patient’s account

Once you have opened the Linking slide out, the system will search for the correct record using the following details:

1. Client last name
2. Client first name
3. Patient name

• You can delete any of the search fields to update your results or search by the patient’s account number in the PIMS ID field.

For troubleshooting help click here

• The patient’s vRxPro account will be displayed on the left, and their Practice Management Software account will be displayed on the right.
• Once you have located the correct account, review to ensure that the information is correct.

Note: If the information is bold, it is because the data does not match exactly. Ensure the information is correct. Information must be corrected within the patient’s account in the corresponding system.

• Click Link Patient to link the accounts.

Future items and pending writebacks will be entered into the patient’s medical record.