| • | Log-in Rcopia super admin |
| o | The URL to login is https://rx-blue.drfirst.com/partners/login.jsp |
| o | Use the username and password provided by Rcopia |
| • | Create new practice using rcopia admin functions |
| o | After you login, you will see following options on the home screen |
| ▪ | Update Practice Information |
| o | Click on create practice, to create practice you will need following information |
| ▪ | Practice Management System |
| o | All the above information is compulsory, although you can enter “None” or “N/A” in some of the fields |
| o | After entering the information, when you submit you will get back to home screen |
| o | Click on “Update Practice Information” |
| o | Search the practice you just created and click on it |
| o | You will go the “Practice Admin Screen” there are 3 options |
| ▪ | Update account information and Add office Locations |
| • | Add new users to the practice |
| o | Click on “Users Summary” or “Add new User”, you will go to the user management screen |
| o | On the top of the page you will find the search bar, to search for any user by their first name, last name, role or other criteria |
| o | Just below the various search options, you will find the drop down menu “Register New user” highlighted in blue |
| o | When you click on the drop down you will find following options; |
| o | We will now see how to create these different types of users |
| ▪ | Create a vendor user account |
| ◆ | For each practice there MUST be one “Vendor” user account. So we will first add a “vendor” user |
| ◆ | From drop down select “Vendor” and then click on “Add” |
| ◆ | This will open the “Member registration” page |
| ◆ | First option we need to select is “How do you want to enter the user name and password?”, there are two options; “Automatically generate on submission” or “Enter my self” |
| ◆ | The system generates the user name using first initial and last name. For example if we enter “John” as first name and “Smith” as last name, system will generate user name “jsmith” |
| ◆ | If the user name already exist, system will add a number at the end to make it unique |
| ◆ | It is recommended that we let the system auto generate the user name and password |
| ◆ | For creating the vendor account we will use a naming scheme, to be agreed on later |
| ◆ | There is a drop down menu called “Role”, there are 3 options under role; “Any”, “Clinical Staff” and “Non-clinical Staff”. For the vendor account we will choose “Non-clinical staff” |
| ◆ | After entering the necessary information, we will click submit and the system will so us the user name and password for the newly created user |
| ▪ | After adding the “Vendor” user, we will next add a “Admin” user account |
| ◆ | We will again go to “user summary” and then from “Register new user” drop down, we will select “Staff” |
| ◆ | We will add user information as mentioned above |
| ◆ | From the “role” drop down menu, we will select “Non-clinical” |
| ◆ | Just below the “Role” drop down you may see the following options; |
| ◆ | We will click “Yes” for “Administrator” |
| ▪ | Next we have to start adding staff users in the practice |
| ◆ | We will again go back to “user summary” |
| ◆ | From the “Register New User” drop down, select “Physician”, “Dentist” or “Nurse Practitioner” |
| ◆ | These are the only three roles that can send prescriptions to pharmacy |
| ◆ | When we click submit, system will ask the NPI (National Provider Identifier) of the physician or nurse practitioner |
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