Setting up DoseSpot

Ona uses DoseSpot for e-prescribing. Set up the clinic first, then link each person who needs to prescribe or queue prescriptions in Settings → DoseSpot. In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot.

The connection card shows whether DoseSpot is ready for the organization:

Status	What it means
Ready	The clinic is provisioned and at least one member is linked. Linked prescribers and proxies can launch DoseSpot from a patient chart.
Setup incomplete	The clinic is created in DoseSpot, but prescribers or proxies still need to be provisioned before charts are launchable.
Not provisioned	The clinic has not been created in DoseSpot yet. Start with Step 1 — Provision clinic.

Ready describes the clinic, not every team member. A new clinician still needs their own linked prescriber account before they can open prescriptions.

How do I provision the DoseSpot clinic?

In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. Provision the clinic when your organization is not yet connected to DoseSpot. This one-time setup creates the DoseSpot clinic so you can link prescribers and proxies.

1. In Step 1 — Provision clinic, enter Clinic name if you want a name other than the organization name.
2. Enter the clinic Primary phone.
3. Complete the clinic address: Address line 1, City, State and ZIP code. Address line 2 is optional.
4. Add Primary fax if you want to include one during clinic setup.
5. Complete Proxy clinician only if you need to send those identity details to DoseSpot.
6. Select Provision clinic.

After the clinic is provisioned, Ona shows the DoseSpot Clinic ID and replaces clinic provisioning with the member setup sections.

How do I provision prescribers and proxies?

In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. Provision each active team member so they can use DoseSpot from patient charts. The Step 2 — Provision prescribers and proxies table lists active team members with their NPI, DoseSpot access and available actions.

Choose the account type based on what the person needs to do:

Account type	What it can do
Prescriber	Signs and transmits prescriptions. Requires an NPI and Surescripts registration.
Proxy (staff)	Queues prescriptions for a prescriber to review and send. No NPI, no DEA numbers and no Surescripts registration.

1. In Step 2 — Provision prescribers and proxies, find the team member.
2. Select Provision.
3. Choose Prescriber or Proxy (staff).
4. For a prescriber, review NPI number. It fills from the team member profile when an NPI is stored there.
5. Enter Date of birth, Address line 1, City, State, ZIP code and Primary phone. Primary fax is optional.
6. Select Provision prescriber or Provision proxy.

After saving, the member's DoseSpot access changes to Prescriber or Proxy. DoseSpot may need a few minutes to finish NPI verification for a prescriber. A proxy does not need Surescripts registration and can be used right away.

How do I relink or switch a DoseSpot account?

In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. Use Relink when a linked member needs their DoseSpot account recovered or re-established. For a prescriber, rerunning provisioning with the same NPI can recover or relink the existing account instead of creating a duplicate.

1. In Step 2 — Provision prescribers and proxies, find the linked member.
2. Select Relink.
3. Review the account details.
4. Select Provision prescriber or Provision proxy.

To change a proxy into a prescriber, use Switch to prescriber instead of editing the role inside DoseSpot. Ona creates a new DoseSpot prescriber account and disables the old proxy where possible.

1. Find the member whose DoseSpot access is Proxy.
2. Use Switch to prescriber.
3. Enter the prescriber details, including a valid NPI number.
4. Select Switch to prescriber.

If the old proxy cannot be disabled, Ona warns you and gives the DoseSpot user ID to disable by hand in the DoseSpot admin console.

How do I set the clinician fax number?

In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. Set Clinician fax when pharmacies should use a specific secure fax number for linked prescribers. This fax is sent as the fax on every linked prescriber's DoseSpot profile.

1. In Clinician fax, enter the Fax number.
2. Select Save.

Ona saves the number and updates every linked prescriber in DoseSpot. If you clear the field and select Save, Ona stops sending a fax number and DoseSpot keeps each prescriber's current fax.

How do I add DEA numbers for controlled substances?

In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. Add DEA registrations after the prescriber is provisioned. DEA numbers are used for controlled substances; ordinary medications can be prescribed by a linked prescriber without a DEA number saved here.

1. In Step 3 — DEA numbers, choose the clinician from Clinician.
2. Select Add DEA.
3. Enter DEA number. It must be two letters followed by seven digits.
4. Enter the registered address: Address line 1, City, State and ZIP code. Address line 2 is optional.
5. Select Add DEA.

The DEA registration is saved for that clinician in DoseSpot and appears in the DEA table. Use Refresh to reload DEA numbers from DoseSpot.

How do I edit or remove a DEA number?

In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. Manage existing DEA registrations when a prescriber's DEA details change or should no longer be stored.

1. In Step 3 — DEA numbers, choose the clinician from Clinician.
2. Select Edit registration to update a DEA number, or Remove registration to remove it.
3. If editing, update the DEA details and select Save changes.
4. If removing, confirm with Remove.

Ona updates or removes the DEA registration in DoseSpot for that clinician.

How do I unlink someone from DoseSpot?

In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. Unlink a member when they should no longer open DoseSpot from Ona.

1. In Step 2 — Provision prescribers and proxies, find the linked member.
2. Select Unlink from DoseSpot.
3. Review the confirmation message.
4. Select Unlink.

Ona stops issuing DoseSpot sessions for that member straight away. When possible, their DoseSpot account is also disabled. If DoseSpot cannot disable the account, Ona shows a warning with the DoseSpot user ID so you can disable it by hand in the DoseSpot admin console.

What can't I do here?

In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. DoseSpot setup has these limits:

• Owners and admins can manage DoseSpot settings. Staff and clinicians do not manage DoseSpot setup from Settings.
• You cannot provision prescribers or proxies until the clinic is provisioned.
• A prescriber account uses an NPI. Switching a proxy to a prescriber requires a valid NPI number.
• A proxy does not have an NPI, DEA numbers or Surescripts registration, and cannot send prescriptions.
• Address line 1 for a DoseSpot account is limited to 35 characters.
• A DEA number must be two letters followed by seven digits.
• DEA State must be a two-letter US code, and ZIP code must be a 5- or 9-digit ZIP.
• If no active team members exist, there is no one to provision.

Common questions

Why does the connection card say Ready, but a clinician still can't prescribe?

Ready means the clinic is provisioned and at least one member is linked. In the left sidebar, click Settings (at the bottom). In the settings menu, under E-Prescribing, click DoseSpot. Check the clinician's row in Step 2 — Provision prescribers and proxies. Their DoseSpot access must show Prescriber before they can sign and transmit prescriptions.

Can staff prepare prescriptions without being prescribers?

Yes. Provision the staff member as Proxy (staff). When they open DoseSpot, they choose which prescriber's queue to use. The prescriber reviews and sends the prescription.

What happens when a proxy opens DoseSpot?

A proxy sees Queue for which prescriber? before DoseSpot opens. After they choose a prescriber, Ona shows a banner with the prescriber name and a Change button so they can switch before continuing.

Do I need to sync patients from Settings?

No. When a linked user opens DoseSpot from a patient chart, Ona sends the latest patient details to DoseSpot if needed. If DoseSpot needs more patient details, the prescription screen prompts the user to complete or edit the patient profile.

Where do clinicians and staff open DoseSpot after setup?

They open DoseSpot from a patient or visit prescription screen. From a patient chart, in the left sidebar, click Patients, click the patient's name, then click DoseSpot in the patient chart sidebar. See Sending a prescription for the prescribing workflow and Viewing a patient's medication history for medication history.