Manage Provider Agents

You can manage your agents by listing, authorizing, or revoking Provider Agent privileges.

Please also see the Important Information section at the end of this article.

Navigate to Rcopia's Sign-in Page, and log in using your username and password.

Step 1: Click the menu icon (three horizontal lines) on the top-left of your page, then click Utilities.

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Step 2: Click Manage Provider Agent Assignments.

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Step 3: You will see a list of Authorized Agents to the left and Available Staff to the right. You can authorize members from the available staff by clicking Authorize next to the desired staff member.

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  • Doing so will move the user to the Authorized Agents list to the left.

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Step 4: To remove provider agent privileges, you can click Revoke next to the desired authorized agent on the left.

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Step 5: Once you are done, 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.

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Important Information

  • Only providers and staff admins can manage agents and are the only ones who can authorize or revoke provider agent privileges.

  • NY state practices cannot use provider agents due to state law regulations ('Manage Provider Agent Assignments' will not populate!). If you do not see 'Manage Provider Agent Assignments' for practice outside of NY, please ensure Location (Application) preference is checked - "Allow providers to manage their provider agents."

  • Provider Agents cannot send CS (Controlled Substance) scripts to the pharmacy. Provider Agents can send all legend drugs to the pharmacy on behalf of a provider, but CS scripts can only be sent by an Enrolled/Active EPCS provider as the DEA requires the submission of their EPCS passphrase and OTP Token.

  • Users need to be Active (A) to appear within 'Manage Provider Agent Assignments' (Inactive (I) or Disabled (D) user accounts will not populate).

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