Articles on: Client management

Manage prescriptions

In Prescriptions, you can create prescriptions by uploading files and adding text templates. You can also assign a prescription to a prescriber.

📍 Where to find this: Clients → select a client → Records → Prescriptions tab

✅ What you can do

Create prescriptions with text templates and file uploads
Assign prescriptions to a prescriber
Sign, edit, view, download or cancel prescriptions

➕ Create a prescription

Click the Clients menu.
Click on the client from the list.
Go to Records → click the Prescriptions tab.
Click the +Add button — opens the Prescription pop-up.

Records

Enter the Title.
(optional) Select a Text Template from the dropdown.
(optional) Select a Prescriber to assign the prescription.
(optional) Click Choose files to upload documents or images.
Save or finalise:

Submit Draft — saves without signing
Submit and Sign — opens the Sign Prescription pop-up

(optional) Click Cancel to discard.

Prescription

⚠️ Once signed, the prescription is locked. It can only be viewed and cancelled — not edited. If assigned to a prescriber, only that prescriber can sign it from the prescription portal. You can only download after signing.

⚙️ Prescription actions

Icon	Action	What it does	Available when
✏️	Sign	Finalise & lock the prescription	Unsigned only
📝	Edit	Modify prescription details	Unsigned only
👁️	View	Read-only view	Any status
🗑️	Delete	Remove permanently	Unsigned only
⬇️	Download	Export as PDF	Signed only
🚫	Cancel	Cancel & add a reason note	Signed only
🗒️	View cancel note	Read the cancellation reason	Cancelled only

Prescription Actions

💡 Prescriptions can also be attached when creating a procedure. See Track procedures & treatments.

Updated on: 19/06/2026

Was this article helpful?

Thank you!