How do I enable and use prescription task delegation?

Note: Access to the EHR features described in this article may differ for practices who have already purchased a Practice Fusion EHR subscription plan. Please contact Practice Fusion Customer Service for additional information.

With prescription task delegation, practice administrators can assign trusted members of their practice with the ability to complete specified prescription-related administrative tasks, helping providers spend more time focusing on their patients. These settings are managed by practice administrators at a practice level.

Please review all of the steps outlined in this article prior to enabling this feature so that you can understand how prescription task delegation will impact your practice workflow and decide whether this feature is right for your practice. This feature cannot be used to give non-eRx enabled providers in your practice the ability to sign or send electronic prescriptions.

Enabling Prescription Task Delegation Permissions
1. Navigate to Settings in the top-right and select Prescription task delegation.

2. The practice admin must first enable the setting as a whole before assigning various permissions to specific staff members.

3. Once enabled, the admin can delegate select members of the practice with the ability to complete different prescription or refill-related tasks. The following settings are available:

  • Patient assignment to refill requests - Give individuals with Access Level 2 (Nurse) or higher the ability to match unassigned refill requests to patients in the practice. This setting will apply to refill requests attributed to all prescribers in the practice.
  • Approve/Deny refill requests - Give prescribers in the practice the ability to approve or deny refill requests on behalf of all other prescribers in the practice. This setting may be designated only to individuals who have completed identity verification and medical credential verification as part of Practice Fusion's eRx enablement process. Any individual granted this permission will also automatically be granted the ability to assign patients to refill requests.
  • Create prescription drafts for a prescriber's review - Give select individuals with Access Level 2 (Nurse) or higher the ability to create prescription drafts for all authorized prescribers in the practice. If prescribing providers would like to save drafts for themselves to complete at a later time, they should ensure that the administrator has enabled this permission for them.

Assign refill requests to patients
Once a provider starts e-prescribing in Practice Fusion, pharmacies can send refill requests directly to the EHR. Practice members who have been enabled to assign refill requests to patients can assist eRx-enabled providers by matching unassigned refill requests to patients in the practice by following the workflow below:

1. In the Tasks section of the EHR, select the Refill requests tab or select Refill requests from the drop-down menu in the All tasks tab. You can customize your Tasks section to display the Refill requests tab following the steps outlined here.

2. If the refill request doesn’t have an assigned patient, click Review.

3. The system will automatically search for the appropriate patient based on the demographic information listed within the request. Click Assign and Save to associate the request with the patient displayed or, if necessary, search for a different patient.

4. If you assigned the refill request to the wrong patient, click Undo and search again.

Approve or deny refill requests
If you are an eRx-enabled provider who has been granted the permission to approve or deny refill requests on behalf of all other providers in the practice, follow the steps outlined below:

1. In the Tasks section of the EHR, select the Refill requests tab or select Refill requests from the drop-down menu in the All tasks tab.

2. Click Review to open the request.

3. If another authorized member of the practice hasn’t already done so, click Assign and Save to associate the request with the patient displayed or, if necessary, search for a different patient.

4. After completing your review of the refill request, click Approve or Deny.


5. Once the request has been processed, it will be listed in the patient’s Timeline under e-Prescriptions. Both the original and approving prescriber will be listed under the Prescriber column.

Create prescription drafts for a prescriber's review
Practice members with Access Level 2 (Nurse) or higher who have been assigned this permission have the ability to create prescription drafts for all eRx-enabled prescribers and to save these drafts at any point in the prescription drafting workflow. To create and save a prescription draft, follow the steps outlined below:

1. After selecting a medication, click Order to begin drafting the prescription.

2. If you are creating a draft on another provider’s behalf, select that prescribing provider from the drop-down menu. Click Save to save the draft up to this point or Next to proceed to the next step of the prescribing workflow.                                                                   

3. Click Save at any step of the prescribing workflow to save the draft up to that point. Practice members creating a prescription draft also have the ability to select the patient pharmacy and, if applicable, the supervising provider. Please note: If you are not enabled for e-prescribing and would simply like to record a prescription, do not select a provider from the Prescribing provider drop-down menu.     

4. Once a draft has been saved, the prescribing provider will be able to access and review the draft for completion from a number of different locations in the EHR:

  • In the patient Timeline when filtering by Prescription drafts.

  • In the Rx orders tab of the Tasks section. You can customize your Tasks section to display this particular tab following the steps outlined here.

  • Under the Medications section of the Summary tab. Clicking View will redirect to the patient Timeline.

  • Under the Medications section of an encounter. Clicking View will redirect to the patient Timeline.

5. Before completing the order, the prescribing provider will first need to review any pending interaction alerts. Clicking Review will navigate the provider back to the drug interaction screen, after which they can navigate back to the prescription Summary by clicking Next. Going forward, any orders for this patient with the same interaction alerts will show as being overridden.       

6. The provider will then complete their review of the prescription summary, clicking Back as needed to update any details. Once final, the provider can click Send eRx or select the down arrow and select Print Rx or Record. The Save option is also available if the provider needs to exit the order before completing it.

e-Prescribing

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