E-Prescriptions

E-Prescriptions in Compound Direct help pharmacies handle electronic prescription workflows more efficiently by bringing importing, patient review, dispensing, record management, and compliance tools into one workspace. This supports more accurate patient matching, secure prescription handling, and clearer visibility across each stage of the dispensing process.

Starting from connecting to the eRx script exchange integration, which is a secure prescription exchange service that allows prescription information to be transmitted between prescribers and pharmacies. Once connected, eRx allows E-Prescriptions to be retrieved, reviewed, dispensed, and managed within your dispensing workflow in Compound Direct.

Here’s what you can do with e-prescriptions:

• Set up and configure eRx Script Exchange for your workspace.
• Import, review, and create drafts from electronic prescriptions.
• Manage dispensed E-Prescriptions using conformance tools, audit logs, reconciliation, repeat forms, and repeat token contact settings.

With the basics in place, let’s step through how to set up eRx, import and review E-Prescriptions, and manage them through dispensing and compliance in your workspace.

Connecting eRx to your workspace

1. Go to the ‘Settings’ page.
2. Select ‘Your workspace’ from the menu.
3. Click on the ‘Integrations’ tab.
4. Find eRx script exchange and click ‘Setup Instructions’.
5. On the ‘How to connect to eRx’ modal, follow the setup instructions and review the available important information.
6. Once registration is complete, click ‘Done’.
7. Find eRx script exchange and click ‘Set Entity ID’.
   • The Set Entity ID button is only available to admin users.
8. On the ‘Connect eRx’ modal, enter the e-prescription price (paper + paperless), e-prescription price (paperless only), required site entity ID, or PBS approval number.
9. Once done, click on the ‘Connect’ button.

Configuring eRx settings

1. Go to the ‘Settings’ page.
2. Select ‘Your workspace’ from the menu.
3. Click on the ‘Integrations’ tab.
4. Find eRx script exchange and click ‘Settings settings’.
5. On the ‘eRx Settings’ modal:
   1. Tick ‘Keep repeat token on file’ to keep the repeat token stored in the pharmacy record instead of sending it to the patient.
   2. Tick ‘Prefer stored customer data when merging’ to keep the customer information already stored in Compound Direct when patient details are being merged.
   3. Tick ‘Avoid submitting paper prescriptions to eRx’ to prevent paper prescriptions from being submitted to eRx.
   4. Once done, click ‘Save’.

Importing an e-prescription

Importing an E-Prescription can be done in two ways: using the Quick Scan feature from your workspace, which covers scanning and entering the eRx token / SCID, or using the eRx button from the Drafts’ dashboard, which also covers uploading the E-Prescription file.

1. You may import an E-Prescription via the ‘Drafts’ dashboard by clicking on the ‘eRx’ button.

2. You may also scan E-Prescriptions directly via ‘Quick Scan’ by pressing period . on your keyboard or by clicking on the qr_code_scanner icon at the top right-hand side.

3. You will be redirected to the ‘Import Electronic Prescription’ page. On this page, you may:

   1. Enter the e-prescription token in the search search field.
   2. Upload an image or PDF of the E-Prescription by clicking on the cloud_upload icon or dragging and dropping the E-Prescription file into the field.
   3. Scan photo_camera the eRx barcode or QR code.

4. Once the token has been successfully imported, reconcile the patient information with the existing patient profile. This includes key identifiers and demographic details where applicable.

   1. If any patient information is outdated, the system will flag it. Click ‘Review Patient Details’ to review the detected changes.
      1. Select ‘Show More’ to view the full patient record.
   2. Review the detected changes, select which details to ‘Keep’ or ‘Overwrite’, then save the updated patient profile.
   3. To overwrite all selected customer details with the imported E-Prescription information, click ‘autorenew Overwrite All’.
   • You can configure the default patient merge behaviour under eRx Settings. For more information, see the Configure eRx settings guide.

5. If the imported E-Prescription does not require further review, click ‘Create Drafts’ to continue.

   • Compound Direct will suggest possible patient matches based on the scanned patient details. Review the suggested match carefully to confirm whether it is the correct patient.

6. If the system detects multiple existing patients with similar identifying information, you may either:

   1. Click ‘Create new Patient’ to create a separate patient record for this import or;
   2. Click ‘Review’ to confirm which patient the prescription belongs to.
   • The match percentage shows how many patient fields match exactly compared with fields that may need to be reviewed or updated. Patient records imported from eRx that have not yet been saved in Compound Direct are flagged as NEW.
   1. Select which ‘Patient’ is the correct record.
   2. Once confirmed, click ‘Next’ to proceed.

7. Once the import details are finalised, select ‘Create Drafts’.

Viewing a dispensed e-prescription

1. Go to the ‘Dispensed’ dashboard.
2. Find and click the desired ‘Dispensed record’ from the list.
3. In the ‘E-Prescription’ section, you can view:
   1. The submission status recorded with the prescription exchange.
   2. The original E-Prescription copy, if available.
   3. Any submission warnings or errors.
   4. Prescriber notes, if available.
   5. Pharmacist annotations, if added.
4. To view the annotations only, click on the preview icon.
5. To enable overlay mode, press O on your keyboard.
   1. To move the overlay to the left or right, click on the sync_alt icon.
   2. To adjust the visibility visibility, drag the commit slider.
   3. To disable overlay mode, click ‘Return to Viewer’.

E-Prescription conformance tools

E-Prescription conformance tools help pharmacies manage electronic prescriptions in a way that supports compliant dispensing, accurate record keeping, and flexible patient communication.

• Once an E-Prescription has been dispensed, key prescription functions such as reconciliation, consent changes, and prescription disabling are no longer available to preserve the integrity of the dispensing record and maintain compliance with E-Prescription requirements.

Printing e-prescription repeat form

1. Go to the ‘Dispensed’ dashboard.
2. Find and click the desired ‘Dispensed record’ from the list.
3. Click on the ‘Print Repeat’ button.
4. Enter or select the printer, paper type, and copies.
5. Tick ‘Always print here when using this device.’ to save the printer as the default device.
6. Once done, click the ‘Print’ button.

Editing a submitted e-prescription

When prescription details or annotations are updated, the system automatically resubmits the ePrescription to keep the dispense record, repeat token, and electronic prescription record accurate and compliant. The number of repeats cannot be changed directly, so Variable Supply should be used when the intended total quantity differs from the standard repeat structure, allowing dispensing to continue until the prescribed quantity is exhausted.