Rcopia: How to Manage Provider Agents

Provider Agents are active staff users authorized to transmit non-controlled prescriptions to the pharmacy on a provider's behalf, allowing a provider to sign after transmission.  Provider Agent privileges are authorized or revoked within Rcopia Utilities by Providers or their Rcopia Admins. 

Note:  New York does not permit the use of Provider Agents.

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

How to manage Provider Agents

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, then click Utilities.

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Step 2: Click Manage Provider Agent Assignments.

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Step 3: Agents may be managed at the provider or staff (Agent) level.

  • Provider level management: Enter the name of the provider needing agents in the User to Manage field.  Authorized Agents display on the left and Available Staff display on the right.
    • Clicking Authorize moves the user to the Authorized Agents list.
    • Clicking Authorize All moves all users to the Authorized Agents list.
    • Clicking Revoke moves the user to the Available Staff list.
    • Clicking Revoke All moves all users to the Available Staff list.

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  • Agent level management: Enter the name of the staff member who will be assigned as a Provider Agent in the User to Manage field.  Authorized Agents display on the left and Available Providers display on the right.
    • Clicking Authorize moves the user to the Authorized Providers list.
    • Clicking Authorize All moves all users to the Authorized Providers list.
    • Clicking Revoke moves the user to the Available Providers list.
    • Clicking Revoke All moves all users to the Available Providers list.

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Step 4: Once selections are made, click Approve Changes

Note:  Admins must 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 Rcopia Admins 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 the Allow providers to manage their provider agents option is selected in Settings > Preferences > Location, Application.

  • Provider Agents can send all legend (non-controlled) drugs to the pharmacy on behalf of a provider, but cannot send CS (Controlled Substance) scripts. CS scripts can only be sent by an Enrolled/Active EPCS provider, in compliance with DEA regulations.

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

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