Add a User

The agency administrator adds new users.

1. Go to https://platform.scriptsure.com/#/login
2. Log in
3. Click on Users in the horizontal blue bar at the top right
   
4. In the horizontal green bar, click Add User
   
5. Section 1 (General) - fill in the following required fields
   Note:  External id and email address are the 'glue' that connect Scriptsure to the EHR, so pay special attention to the instructions for them. 
   1. First Name 
   2. Last Name 
   3. Time Zone – select the time zone where the staff is located
   4. User Type – select the most appropriate option for the staff
   5. Business Unit – select your agency
   6.  IMPORTANT: External Identification –
      The user's External id must follow a strict format... It is composed of the CT|One Network id followed by the staff key.

      For example, CSIPUBEPAZ:STAFF-5349

      The CT|One Network id can be found in the CT|One master record, found by going to the Core Menu and selecting CT|One Master.

      

      You can find the Staff Key on the Staff Master window in CT|One:
      

      So in this example, the External Id for Staff 100 would be CSIPUBEPAZ:STAFF-5349.
      
      You can look at other users that are already set up in your agency to see the format your agency uses for external ids.

   7. IMPORTANT:   Email – the email address here must match the email address on the Contact tab of the Staff Master.
   8. Confirm Email – email address
   9. If the new user will be an administrator, check the administrator checkboxes
   10. Click Next
       
6. Section 2 (Security)
   1. Click Prescriber if the staff will be prescribing medications (controlled or non-controlled)
      1. If the prescriber is also a supervisor, check the box
   2. Click Supporting Staff for all other staff, including anyone that will prescribe on behalf of a prescriber.
   3. Click Next
      
7. Section 3 (Practices)
   1. Click Add Practice in the horizontal green bar:
      
   2. Click the checkbox(es) for any practices/locations the staff works at.
   3. NOTE:  You must also add the default practice for the agency to each staff/user you add to Scriptsure.  The default practice is determined when the agency's information is initially loaded into Scriptsure.

      1. To determine which practice the agency has set as the default practice

         1. In CT|One, go to Maintenance → Flags
         2. Click on the Search tab and search for ScriptSureDefaultFacility
            
         3. Note the flag value.  This is the code of the default facility.
         4. Go to Core → Facility
         5. Look for the code noted on the flag.  This tells you the default facility name.
         6. Go to https://platform.scriptsure.com/#/login 
         7. Click on Practices
            
         8. Click Edit for the Practice that matches the default Facility
         9. Click Next
         10. On the Associated Users list, click Add User
             
         11. Select the user that you wish to add to the practice, or click Check All
             
         12. Click Add Checked
             
         13. Click Close
   4. Click Add Checked:
      
   5. Click Close
   6. Click Next
      
8. Section 4 (Applications)
   1. Click Add Application in the horizontal green bar:
      
   2. Click the + next to Remarkable
      1. Remarkable should now show  in addition to Scriptsure:
         
   3. Click Next:
       
9. section 5 (Prescribe Using) - NON-Prescribers
   1. If the staff will prescribe using another prescriber's credentials, click Add Prescriber:
      
   2. Click the checkbox(es) for any prescribers that this staff will Prescribe Using.
   3. Click Add Checked
      
   4. Click Close
   5. Click Next:
       
10. Section 6 (Prescribe For) - Prescribers
    1. If the prescriber will have staff that are able to Prescribe For the prescriber, click Add User:
       
    2. Click the checkbox(es) for any users that will Prescribe For this staff.
    3. Click Add Checked
        
    4. Click Close
    5. Click Next:
        
11. Section 7 (Identification) - Prescribers
    1. IMPORTANT:  This section should only be filled out if the staff is a prescriber.  If the staff will not be prescribing, leave the fields here blank, even if the staff has some of the identifiers listed.
    2. NPI - enter the prescriber's NPI
    3. DEA - enter the 
    4. Detox (optional) - enter the staff's NADEAN, if applicable
    5. Click Next:
        
12. Section 8 (Service Level) - Prescribers
    1. Core e-Prescribing - check this if the prescriber will be prescribing controlled or non-controlled medications
    2. Controlled Substances - check this if the prescriber will be prescribing controlled medications
    3. Click Show Advanced Messages
       
    4. Refill Prescription - check this if you want to receive refill requests from the pharmacy
    5. Change Prescription - check this to allow the pharmacy to send alternative medication options or require prior authorization for a submitted prescription
    6. For each practice, if the prescriber will be issuing controlled medications, click 'Request EPCS':
       
    7. Click Register to register the prescriber on the network.
       
    8. You should now see green circles with a checkmark at least by Basic and Controlled (if you selected it for this staff):
       
    9. If your agency is live, you may also see green checkmarks by Refill and Change RX if you have checked the boxes for those options.
       1. If you see red circles with exclamation marks and you have questions, contact Remarkable Health.
    10. If your agency is not live, you will see red circles for RefillRX and ChangeRX.  On go-live day, Remarkable Health will request your SPI move from the legacy ePrescribe to Scriptsure.  This move can take up to a week.  Once the SPIs are moved to Scriptsure, Remarkable Health will update this and register the user for RefillRX and Change RX.
    11. Click Complete:
         
13. IMPORTANT FINAL STEP: If you have added a prescriber for controlled medications, you must also approve them for EPCS in your Practice Settings for the application.  To do that 
    1. Go to https://us.scriptsure.com/#/login
    2. You will be presented with a pop-up that says EPCS requests to approve.  Click Approve next to that provider’s name.
    3. Alternatively, you can click your name in the upper-right corner:
       
    4. Click on Settings:
       
    5. On the left navbar, click on EPCS Approval:
       
       
    6. Click Approve to approve the pending request.  Click Deny if access was requested for any staff in error.