Place a manual order for a patient

Step-by-step instructions for approved providers to place a manual order: confirm your provider profile and approval, create the order from Pharmacy Network > Manual Orders, handle card-on-file vs. payment links, bill the patient or clinic, add notes, and track fulfillment.

This guide is for approved providers working through an Own Provider Network. If the Healthaide Provider Network provides your clinical team, you do not place manual pharmacy orders yourself.

Before you start, confirm your provider Profile is complete

• Your NPI is entered.
• Your state licenses are current.
• Your DEA information is entered when applicable.
• Your prescription signature is saved.
• Your provider profile is approved.
• Create Manual Pharmacy Orders is enabled for your user.

Where to go

• Pharmacy Network > Manual Orders

Step 1: Start the order

1. 01

   Open Pharmacy Network from the left navigation.
2. 02

   Open Manual Orders.
3. 03

   Select Create an Order.
4. 04

   Select the patient.

Step 2: Confirm payment method

The system shows whether the patient has a card on file.

• If a card is available, you can bill the patient through the saved payment method.
• If no card is available, use Send Payment Link. The patient receives a notification to add a payment method before the order can proceed.

Step 3: Choose the medication and supply

Select the medication and the applicable supply option.

Step 4: Choose who to bill

• Bill the patient when the patient's saved payment method should be charged.
• Bill the clinic when the clinic is covering the cost or has already collected payment separately.

Step 5: Add notes and create the order

1. 01

   Enter patient instructions when needed.
2. 02

   Add internal provider notes when needed.
3. 03

   Review the authorized provider information.
4. 04

   Create the order.

Step 6: Track fulfillment

The patient can follow the order through Prescriptions in the patient portal as fulfillment and tracking information becomes available.

State licensure

Manual orders use the state on the order. The provider must be licensed in that state. Manual orders currently use the patient's profile address as the shipping address, so the state on that profile address is the state used for the order.

If the system blocks the order for licensure, review the provider Profile, state license, expiration date, NPI, approval status, and permissions before trying again.