PrecisionMind
Guides

E-prescriptions

Manage patient medications seamlessly, from prescription setup to ongoing care.

In this section

  1. 01View diagnoses, allergies, and medications
  2. 02View and manage clinical data
  3. 03Add a prescription with DrFirst
  4. 04Request e-prescription access

Article 01

View diagnoses, allergies, and medications

Use Medical Overview to review a patient's diagnoses, allergies, and medications from DrFirst and custom records added in PrecisionMind.

Open Medical Overview

To open Medical Overview:

Open the patient's profile.
Select Medical Overview .

Available records and actions depend on your role and permissions.

Review clinical information

Diagnosis: The default view. It shows diagnoses retrieved from DrFirst and custom diagnoses added in PrecisionMind.
Allergies: Shows active medication and non-medication allergies when available, plus custom allergies added in PrecisionMind.
Medications: Shows current and historical medications, including available dosage, status, and prescribing details. Custom prescriptions also appear here.

DrFirst and custom records

DrFirst records are read-only in PrecisionMind. Update or correct them in DrFirst.

Authorized users can add custom prescriptions, allergies, and diagnoses in PrecisionMind. These records:

Display a Custom Added tag.
Can be edited based on role permissions.
Can be deleted only by the original creator.
Include a log of changes over time.

When DrFirst is not connected

You can still open Medical Overview when DrFirst is not connected.

DrFirst diagnoses, allergies, and medication data are unavailable.
PrecisionMind prompts you to connect your DrFirst account.
Custom records can still appear based on your access and permissions.

After you connect DrFirst, synced clinical history appears alongside custom records.

Back to top

Article 02

View and manage clinical data

Use the structured tables in Medical Overview to review a patient's diagnoses, allergies, and medications.

The tables can include read-only records from DrFirst and custom records added in PrecisionMind.

Review the tables

The Diagnosis, Allergies, and Medications sections each show one clinical record per row.

DrFirst rows show information retrieved from DrFirst.
Records created in PrecisionMind display a Custom Added tag.
Table columns summarize the available clinical details.

View record details

Select a row to open the available details for that record.

Manage DrFirst records

DrFirst records are read-only in PrecisionMind. Update or correct them directly in DrFirst.

Add custom medical records

Users with the appropriate permissions can add custom prescriptions, allergies, and diagnoses in PrecisionMind.

Add a custom prescription

To add a custom prescription:

In Medications , select Add Custom Prescription .
Enter the prescription details.
Select Add Prescription .

Available fields include:

Generic Name.
Brand Name.
Status: Active, On Hold, Pending, or Stopped.
Strength.
Dosage.
Directions.
Notes, optional.

The prescription appears in the medication table with a Custom Added tag.

Add a custom allergy

To add a custom allergy:

In Allergies , select Add Custom Allergy .
Enter the allergy details.
Save the record.

Available fields include Allergen, Reaction Type, Severity, Status, and Onset Date. Severity can be Mild, Moderate, Severe, or Life-Threatening. Status can be Active, Inactive, or Resolved.

Important: The Onset Date cannot be in the future.

The allergy appears in the table with a Custom Added tag.

Add a custom diagnosis

To add a custom diagnosis:

In Diagnosis , select Add Custom Diagnosis .
Enter the Diagnosis Name, Status, and optional Onset Date.
Save the record.

The diagnosis appears in the table with a Custom Added tag.

Edit custom records

Users with the appropriate permissions can open a custom record and select Edit .

Custom prescriptions: Edit Status, Strength, Dosage Form, Directions, and Notes. You cannot change the medication or brand name.
Custom allergies: Edit Reaction Type, Severity, Status, and Onset Date. You cannot change the allergen.
Custom diagnoses: Edit Status and Onset Date. You cannot change the diagnosis name.

Save your changes when finished. Updates appear throughout PrecisionMind and are added to the record's history.

Delete custom records

Only the original creator can delete a custom record. Other users may be able to view or edit it based on their permissions, but they will not see the delete option.

Note: Role permissions control who can add or edit custom medical records. By default, non-clinical Admin and non-clinical Owner roles do not have this permission.

Back to top

Article 03

Add a prescription with DrFirst

You can open DrFirst from PrecisionMind to issue a prescription. To document a medication without prescribing it, add a custom prescription instead.

Requirements

Before prescribing, confirm that DrFirst is connected and that you are signed in to your DrFirst account.

Add a prescription through DrFirst

To open the prescribing workflow:

Open the patient's profile.
Open Medical Overview .
Select Open Dr. First Portal .

PrecisionMind opens the DrFirst prescribing interface in a new browser tab. Complete medication selection, dosage, pharmacy selection, and signature in DrFirst.

Document a custom prescription

To document a medication without issuing an e-prescription:

Open the patient's Medical Overview .
Open Medications .
Select Add Custom Prescription .
Enter the medication information.
Select Add Prescription .

The medication appears in the table with a Custom Added tag.

Important: A custom prescription documents medication information in PrecisionMind and does not replace the DrFirst workflow for issuing an e-prescription.

Authorized users can update custom prescriptions. Only the original creator can delete one.

Back to top

Article 04

Request e-prescription access

Clinicians must complete a one-time setup before using e-prescribing in PrecisionMind. This verifies prescribing credentials and activates the DrFirst connection.

Start the request

The first time you open e-prescribing or Medical Overview , an empty state appears because DrFirst is not active yet.

Choose one way to continue:

Complete the registration form in PrecisionMind.
Email the required details to team@PrecisionMind.health .

Information required

Personal and practice information

Practice name, optional.
First name.
Last name.
Degree suffix.
NPI.
Email address.
Office name, optional.
Office location.
State.
City.
ZIP code.
Phone number.
Fax number, optional.

License information

You can add more than one license. For each license, provide:

State.
License type.
License number.
DEA license number.
Whether you will prescribe controlled substances, Yes or No.

What happens next

The PrecisionMind team verifies your credentials.
The team completes the DrFirst setup.
E-prescribing appears in your account automatically when setup is complete.

No additional action is required from you. After activation, you can open DrFirst and view synced medication data in Medical Overview .

Custom medical records

DrFirst access is required for e-prescribing and retrieving DrFirst clinical data. With the appropriate permissions, you can still add custom prescriptions, allergies, and diagnoses directly in PrecisionMind.

PrecisionMind labels these records Custom Added to distinguish them from DrFirst data.

Important: Adding a custom prescription documents the medication in PrecisionMind. It does not issue an e-prescription through DrFirst.

Availability

E-prescribing is available at no cost to prescribing clinicians.

Back to top

Cannot find what you need? Ask our support team and a human answers.

Fewer clicks. More care.

One place for your team, your clients, and every clinical workflow, so nothing quietly slips through the cracks.

Free for practices with up to 20 clinicians.