OptimizeRx Prescription Coupons/Discounts

Our application has the ability to identify prescriptions that may have a discount or coupon provided by the manufacturer through our integration with OptimizeRx.  In the event that a prescription is sent electronically to the pharmacy that does have a coupon, our application will send the necessary details in the electronic message that the pharmacy receives.  Also, if the patient has not opted out, a text/e-mail message with the coupon details will be sent.

In order for the OptimizeRx integration to work, a few things must be pre-configured.  This article describes these requirements.

Provider Setup

The OptimizeRx integration can be turned on/off based on the provider submitting the prescription. By default, this option is turned on.  This can be configured here:  

1. Navigate to Setup > Providers > [Search for the provider] 
2. Select the Identification tab.
3. Within this window, set the value for Send OptimizeRx Coupon.
4. Click Save

Patient Setup

The OptimizeRx Integration also allows a practice to set how the coupon is delivered to a patient. Text is set to Consent/Home by default.  Email is set to Consent and Patient by default.

This can be configured here:  

1. Navigate to Setup > Patients> [Search for the patient] 
2. Select the Miscellaneous tab.
3. Within this window, set the  values OptimizeRx.
   1. To allow or disallow a text/e-mail, set the Consent field accordingly.
   2. Choose the appropriate way to deliver the message for this patient using the Text Messages/Email settings.
      
4. Click Save

Once you have ensured that you have setup your providers and patients correctly to send/receive coupons, the interface does the rest of the work automatically.  Below is an overview of how this process works.

Pre-Processing by our Application

1. On a nightly basis, we check to see what coupons/discounts are available via the OptimizeRx Integration
2. This list of prescriptions and their corresponding coupon information is stored for user later.

Send Coupons to a Patient and/or the Pharmacy

1. A prescription will be written in our application using the Medications chart tab.
2. User clicks the Send button on the prescription pad.
   
3. Before being sent, the following checks occur:
   1. Does this prescription have an available coupon?  If yes, get the necessary details.
   2. Is the provider configured to send coupon information? If yes, send coupon information in the electronic message to the pharmacy.
   3. Is the patient configured to receive text/email for a coupon?  If yes, a text/e-mail will be sent with the coupon details.
4. The medication is sent electronically to the pharmacy.