eRx Setup and Configuration

This is a step-by-step guide to complete the eRx (electronic prescribing) configuration within your Welkin environment.

Overview

Two areas must be configured:

1. Step 1: Designer Portal – set up CDT data types, data views, security policy, layout, and access point

2. Step 2: Admin Portal – create the API client and enable the notification widget

After configuration is complete, provide the following details to your Welkin implementation manager to enable the eRx integration:

1. Tenant name

2. Environment name

3. API Client ID and Secret

4. Welkin user ID and Dr First user ID for each user registered with Dr First (Welkin user ID is found in the Users section of the Admin Portal)

5. Dr First SSO Credentials:

   • rcopia_portal_system_name

   • rcopia_practice_user_name

   • secret_key

6. Dr First API Credentials:

   • vendor_name

   • vendor_password

   • practice_user_name

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Step 1: Designer Configuration

1. Add CDT Data Types

1. Log in to Welkin's Designer Portal

2. Select the environment for which you want to configure eRx

3. Go to Data > CDT Builder in the left panel

4. Create three CDT data types by importing the JSON definitions (see Appendix below):

   • df_allergies

   • df_medications

   • df_diagnoses_problems

2. Create Data Views

Create a Data View for each of the three CDTs above:

1. Go to Presentation > Data Views in the left panel

2. Click Create Data View

3. Under the General Information tab, give the data view a name (e.g., "Allergies")

4. Set the CDT to the corresponding data type (e.g., df_allergies)

5. Under the Columns tab, add the fields you want to display. Exclude system fields from the Available Fields section (like id, created_by, created_at)

6. You can set labels for fields – for example, a field named onset_date can be labeled "Onset Date" to display a human-readable label in the UI

7. Under the Sort tab, click Add Sort

8. In the Data Type Field, select the status field. Keep Direction as Asc

9. Click Save Changes

Repeat this process for all three CDTs (Allergies, Medications, Problems).

3. Add a Security Policy

1. Go to Access Control > Security Policies in the left panel

2. Click Create Security Policy

3. Under the General Information tab:

   • Give the security policy a name

   • Under Data Types, select df_allergies, df_medications, and df_diagnoses_problems

   • Check the Select All boxes under the Patient and CDT tabs

4. Click Save Changes

4. Add a Layout

1. Go to Presentation > Layouts

2. Click Create Layout

3. Under the General Information tab, give the layout a name (e.g., "Clinical Summary") – this name will appear in the Care Portal

4. In the Roles field, set the role created in the previous steps

5. Under the Layout tab, select the Data Views for Allergies, Medications, and Problems

6. Click Save Changes

5. Add an Access Point

1. Go to Presentation > Action Bar

2. Add the "ePrescription" action button to the Visible Action Buttons section

3. Click Save Changes

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Step 2: Admin Configuration

1. Create an API Client

1. Log in to Welkin's Admin Portal

2. Go to API Clients in the left panel

3. Click Create Client to create an API client and save the credentials

4. Open the new API client and scroll to the bottom

5. Select the appropriate environment and click Submit

6. Click the edit icon for that environment:

   • Fill in the Role, Primary Role, and Policies fields as created in Designer

   • Select all applicable Regions and Territories

7. Click Save

2. Enable the Notification Count Widget

To see the count of pending pharmacy messages and prescriptions, enable eRx from the Admin portal. This step must be performed after the Welkin Engineering team has configured eRx for your practice – the enable button will be disabled until that is complete.

1. Go to Integrations > eRx

2. Enable eRx for the same environment configured in Designer

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Related Pages

• DrFirst eRx Overview

• Dr First Implementation Checklist