How To Manage Provider Agents

Owned by Joseph Hernandez
Last updated: Jan 03, 2024
3 min read

This guide will cover how to manage Provider Agents. Provider Agents are active staff users authorized to transmit non-controlled prescriptions to the pharmacy on a provider's behalf.

Provider Agents cannot send controlled substance (CS) prescriptions to the pharmacy, as the DEA requires that controlled substances be authorized by a provider with an electronic prescription for controlled substances (EPCS) passphrase and a One Time Pin (OTP). 

 

Rcopia: Manage provider agents

Provider Agents are active staff users authorized to transmit non-controlled prescriptions to the pharmacy on a provider's behalf, allowing a provider to sign after transmission.  Provider agent privileges are authorized or revoked within Rcopia Utilities by Providers or their Rcopia Admins. 

How to manage provider agents

Navigate to Rcopia's Sign-in Page and log in using your username and password. (Alternatively open ePrescribe through Sunwave)

  1. Click the menu icon (three horizontal lines) on the top-left, then click Utilities.

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  1. Click Manage Provider Agent Assignments.

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  1. Agents may be managed at the provider or staff (agent) level.

  • Provider level management: Enter the name of the provider needing agents in the User to Manage field.  Authorized Agents display on the left and Available Staff display on the right.

    • Clicking Authorize moves the user to the Authorized Agents list.

    • Clicking Authorize All moves all users to the Authorized Agents list.

    • Clicking Revoke moves the user to the Available Staff list.

    • Clicking Revoke All moves all users to the Available Staff list.

 

  • Agent level management: Enter the name of the staff member who will be assigned as a Provider Agent in the User to Manage field.  Authorized Agents display on the left and Available Providers display on the right.

    • Clicking Authorize moves the user to the Authorized Providers list.

    • Clicking Authorize All moves all users to the Authorized Providers list.

    • Clicking Revoke moves the user to the Available Providers list.

    • Clicking Revoke All moves all users to the Available Providers list.

 

  1. Once selections are made, click Approve Changes. 

Note:  Admins must check the box labeled I affirm that I am an authorized representative of this practice with authority to configure Provider Agents, then click Approve Changes.

 

Important Information

  • Only providers and Rcopia admins can authorize or revoke provider agent privileges

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