Navigate Through Provider Portal?

Overview

The Provider Portal allows prescribers to manage patients, prescriptions, orders, invoices, and related pharmacy communications. This portal integrates with SiPrescribe for electronic prescribing of controlled and non-controlled substances.

Note: This module supports secure access via ID.me for verification and is designed to streamline provider workflows.

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Accessing the Provider Portal

1. Click the FileMaker Pro icon to open FileMaker.
2. In the next window, locate the large menu bar on the left side and click SiCompounding (near the top).
3. Across the middle of the window, several icons appear. Click Pharmacy to open the Dashboard.
4. On the blue sidebar menu on the left, click Providers.

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Searching and Inviting Providers

1. In the Provider window, use the Search bar at the top. Enter the provider name to the right of the magnifying glass and press Enter.
2. Click the appropriate row to open the Provider Summary window.
3. From the Actions menu on the far right of the summary, select Send Portal Invitation.
   • An email is sent to the provider with instructions to create a SiPrescribe account.
   • Guidance is included for creating and accessing an ID.me account if needed for controlled substance prescriptions.

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Signing Into SiPrescribe (Prescriber Portal)

1. Access the SiPrescribe portal via the email invitation.
2. Click Sign in with SiPrescribe.
3. Enter Email and Password, then click Sign In to reach the Dashboard (Main Screen).
4. Main screen features:
   • Pharmacy and Office/Institution names (dropdown for multiples)
   • Current User button (top-right) to view personal info or log out.
   • Always Save Draft before moving to a new section or taking a break.

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Navigation Menu

The left sidebar contains:

Modules

• Dashboard
• Patients
• Prescriptions
• Orders
• Invoices
• Reports

To Review

• Renewal Requests
• eRXs Pending Signature
• Orders Pending Signature
• Not Able to Contact

Pharmacy Settings

• Pharmacies
• Suggested Formulations
• Signature
• Agents

Account Settings

• Profile
• Reset Password

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Dashboard

• Display general messages, overview of Prescriptions and Orders.
• Drill-down widgets for renewals, eRX drafts, orders in progress, ready to pick up, shipped, or canceled.
• View Orders By Month chart.

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Patients Module

1. Access the Patients List page.
2. Search using Filter By: First Name, Last Name, DOB, or Phone. Click Apply.
3. Add New Patient:
   • Fill Personal Information, Allergies, Medications, Additional Information, then Review and Save.
4. Patient Detail Page:
   • Edit personal info, allergies, medications, last order.
   • View Access Logs and Modification Logs.
5. Communications:
   • Send Notes, Phone Calls, SMS, or Emails.
   • Public On/Off toggle, attach supporting documents.

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Prescriptions Module

1. Search by Rx Number, Patient Name, or Ordered Date.
2. Add or manage prescriptions:
   • Add New Rx: Enter drug, SIG, quantity, refills, effective date, justification, conditions, and notes.
   • Add New Rx Template: Create templates for repetitive prescriptions.
   • Use template to generate new prescriptions for multiple patients.
3. Prescription detail view:
   • Renew Rx, cancel Rx, view patient info, signature, access logs, and modification logs.

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Orders Module

1. Search for Orders using filters: Order Number, Ordered Date.
2. Add New Order or export data to Excel.
3. Review Order Page:
   • Add Patients and Drugs, then Supplies.
   • Choose Delivery Method (Ship, Pickup, Custom) and Payment Method.
   • Add Order Notes.
   • Doctor Signature.
   • Review and Submit to finalize.

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Invoices

• Training needed. Accessible from left sidebar.

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Reports

• Display last Renewal Requests, Patients, Prescriptions, and Orders.
• Downloadable in SVG, PNG, or CSV.
• Includes quick views and actionable widgets.

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Pharmacy Settings

• Pharmacies: Manage associated pharmacies.
• Suggested Formulations: View/edit provider suggestions.
• Signature: Update prescriber signature.
• Agents: Invite new agents and authorize prescription privileges.
  • Includes ID.me verification process for DEA compliance.

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Account Settings

1. Profile: Update photo, office info, licenses, shipping/billing addresses.
2. Payment Methods: Add new payment card.
3. Reset Password: Update credentials securely.

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✅ This completes the step-by-step guide on Navigating Through the Provider Portal in SiCompounding and SiPrescribe.