How to Accept/Reject Refill Requests?

Personal > eRx > Refill Requests

Users can approve or deny a refill request. Follow the workflow mentioned above to land on the ‘Refill’ screen.

To approve a refill request, enable the checkbox next to the required date and click the ‘Approve’ button.

Approve Button

Once the ‘Approve’ button is clicked, the system displays a ‘Summary Screen’ for the selected refill request. Users have the option to add a note for the pharmacy in the ‘Note to Pharmacy’ textbox. Click ‘Approve’ to approve the request.

Summary Screen

The refill request is moved to the ‘Approved’ tab.

Approved Tab

To deny a refill request, enable the checkbox next to the required date and click the ‘Deny’ button.

Deny Button

Once the ‘Deny’ button is clicked, the system displays a ‘Summary Screen’ for the selected refill request. Users can select a reason for denying the refill request from the ‘Denial Reason’ dropdown. Click ‘Deny’ to deny the request.

Summary Screen

The denied refill request is moved to the ‘Denied’ tab.

Denied Tab

Users can view the denial reason in the refill denied bucket.

This allows users to schedule appointments accordingly.

On the denied tab, the system displays following columns on the screen.

  • Date
  • Patient Name
  • Medication
  • Pharmacy
  • Denial Reason
‘Denied’ Bucket

The ‘Denial Reason’ column displays the rejection reasons against each refill request in their respective rows. Moreover, the ‘Denial Reason’ dropdown field present next to ‘Status’ dropdown field can be used to filter medications based on specific denial reason(s).

Denial Reason Filter

Meanwhile, upon hovering over any date in the ‘Date’ column, the system displays a tooltip containing the following information:

  • Provider Name
  • Action Date
  • Source
  • Status
Date Tooltip

Similarly, hovering over a medication in the ‘Medication’ column displays a tooltip containing the following information:

  • Medication Name
  • Day Supply
  • Quantity
  • Directions
  • Requested Count
Medication Tooltip