iPrescribe: Account Management

Starting in April 2023, the Account Management option will become available for new or existing subscribers who have paid for the iPrescribe app in Stripe

Access Account Management

  1. Use this link to log in to Account Management directly: www.account.iprescribe.com/account-management. Alternatively, go to the main menu, select Settings, then select Account Management

  2. If you are the group practice administrator, you will see the Account Management screen. Note: If you are a non-administrator member, you will see a limited version of Account Management screen; you will only be able to view your account and your team members on the account.
  3. From here, select:
    • My Account to view your account details or change your administrator status. You will be able to remove your administrator status, only if you have made at least one of your team members an administrator first.
    • Team Members to view your practice members, invite a new user to sign up for iPrescribe, remove an existing user, and make another provider an administrator.
    • Licenses to review the total, assigned, and available licenses for your practice’s account. Remember that only providers will use up licenses, staff accounts are free and unlimited.
    • Billing to review your payment history and make changes to the credit card or billing address on file.

Manage Your Team 

How do I add a team member's account? 

1. Once you log in, you will see an Account Management screen. If not, go to the main menu and select Account Management.

2. Select Team Members. You will see your own name appear as a team member at the top of the screen.

7_Register_AccountManagement_TeamMembers.png

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3. Select Add Member on the bottom of the screen to add other providers. Remember that you have already used 1 license for yourself and will use up 1 of your purchased licenses per provider. Staff accounts do not count against your available licenses.

8_Register_TeamMembers.png

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4. Select the team member role (prescriber or staff) you want to add.

Adding a Prescriber Account 

  1. Select the radio button for a Prescriber to add a provider. This role will use up a license.
  2. Enter the first name, last name, and email address of that provider.
  3. Select the toggle at the bottom if you want this provider to act as a practice administrator.
  4. Select Invite.
  5. You will see that the provider has been added as a team member and an email has been sent to that provider. The email will prompt the provider to register for iPrescribe, after which the provider will have to go through identity proofing with ID.me.

9_Register_ProviderRadio.pn          10_Register_ProviderRadioScreen.png

 (click to enlarge)

 

Adding a Staff Account 

  1. Select the radio button for a Staff to add a non-clinical, clinical, or provider agent account. These roles will not use up a license.
  2. Enter the first name, last name, email, and role of this staff account.
    • Note that a provider agent must be designated in-app. Once the staff member has completed registration, a prescriber must designate them as a provider agent via “Manage Agents” in the iPrescribe app.
  3. Select the toggle at the bottom if you want this provider to act as a practice administrator.
  4. Select Invite.
  5. You will see that the staff member has been added as a team member and an email has been sent to that staff member.  The email will prompt the staff member to register for iPrescribe and join the group practice.

11_Register_StaffRadio.png          11_Register_StaffRadioScreen.png

 (click to enlarge)

5. Add more team members later by logging back into the app at any time.

6. If you start to add another team member but you have run out of licenses, the app will prompt you to purchase  another license using the credit card saved in your account. You will only be able to purchase 1 license at a time.

12_Register_0LicensesRemain.png

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How do I remove a team member's account? 
  1. From Account Management, select Team Members.

    7_Register_AccountManagement_TeamMembers.png

    (click to enlarge)

  2. Click on the name of the team member you want to remove from the account.
  3. Click Remove from practice link at the bottom of the page.
  4. Confirm you want to remove this person from your practice’s account and Continue. Note: You are required to have at least 1 administrator in your practice. As the default administrator, you cannot remove your administrator status, until you have designated another team member as administrator in the app.
  5. Select a reason why you are removing this member.
  6. You will see a confirmation screen saying that the account will be removed.
How do I reassign a license to a new provider? 
  1. From Account Management, select Team Members.

    7_Register_AccountManagement_TeamMembers.png

    (click to enlarge)

  2. Click on Add a Team Member.
  3. Click on the Prescriber radio button and select Continue.
  4. Confirm that you agree to have $79.00 charged to your Stripe account to reassign the provider’s license. 
How do I cancel or resend an invitation to a team member? 

Cancel: Currently you may not cancel the invitation to an existing user. You have to remove the user’s account as described above.

Resend: You can resend an invitation to a team member by going through all the steps to invite them as a team member again. 

How do I make someone else the administrator? 

As the creator of the group practice account, you are the default administrator of the group practice in iPrescribe. However, you may:

  • Add other team members as administrators (unlimited number) 
  • Remove yourself as an administrator 
    • Note: You are required to have at least 1 administrator in your practice. As the default administrator, you cannot remove your administrator status, until you have designated another team member as administrator in the app.

If you are inviting a prescriber for the first time, you may designate them as an administrator as you populate their information by changing the toggle button to Yes towards the bottom of the screen (turns green).

If the prescriber has already accepted your invitation to the group practice, you may change their status to administrator:

  1. From Account Management, select Team Members.

    7_Register_AccountManagement_TeamMembers.png

    (click to enlarge)

  2. Click on the name of the team member you want to make an administrator.
  3. Change the toggle button to Yes towards the bottom of the screen (turns green).

If you already designated one of your practice team members as an administrator, you may remove yourself as an administrator.

1. From Account Management, select My Account.

7_Register_AccountManagement_MyAccount_Redlined.png

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2. Change the toggle button to No towards the bottom of the screen (turns gray).

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