EHR: Formularies

To meet this EHR Stage 1 or Stage 2 measure use eRx - Comprehensive version. 

A formulary is a list of prescription drugs that are covered by a specific health care plan.  Insurance carriers are preloaded in eRx.  Simply add carriers to your Account Healthplan/Formulary list, then attach each carrier to a patient.  Once attached to a patient, automatic formulary checks will occur every time you Create a Prescription. 

Add Insurance Carriers to Your Account List

1. In the Chart module, click eRx, then click the Admin tab in the upper right corner.

2. Under Lists, click Account Healthplan List.

3. Click Add additional healthplans.

4. Check the boxes next to all insurance carrier(s) that are used by your patients, then click Add To List.  All selected carriers should now list under the Current Account Healthplan / Formulary List.

Attach a Formulary to a Patient

1. In Open Dental, select the patient, then open eRx.
2. Click the Pt. Details tab.
3. Click the appropriate dropdown and select the patient's insurance carrier.  Only carriers added to the Current Healthplan / Formulary list will show.

4. Click Save Insurance / Formulary.
   

The insurance carrier/formulary is now attached to this patient.  eRx will automatically check the formulary whenever drugs are searched and indicate formulary status for all selected drugs.  See Create Electronic Rx.