Support Center

Getting Started with EasyRx Practice - a step by step guide

Last Updated: Aug 17, 2017 11:06PM EDT
Welcome to EasyRx - We have put together this cool guide to help get started with your EasyRx Practice account. We know you are eager to start getting productive - these are the first steps to getting yourself acclimated with your new account. This article will cover information for all Per-Script, Standard, and Premium Practice users. For Premium users, please visit our other article on "How to setup my in-house lab" to complete your setup process.

Also, note we have a free and fun video tutorial library called "EasyVids" that also go through most of what's in this guide (if you prefer a more animated way to learn). Access these cool topic-based video tutorials here. They walk through virtually everything you can experience in EasyRx!

Quick note: EasyRx works perfectly if your office submits Plaster Models / Impressions, if you take digital scans, or a blend of both! You can use your 1 account regardless of how you obtain your models.

Before you get started, it's important to know the architecture of EasyRx- it is a cloud-based platform meaning you can access your account from virtually anywhere, from any device, at any time. We only require you have an internet connection, and one of the latest browsers of FireFox, Safari, Chrome, or Internet Explorer. Please note we highly recommend using Google Chrome as it seems to be the fastest / most responsive browser with EasyRx.

Getting logged into your account: When you signed up for EasyRx, we would have sent an automatic email to the email address you used during your sign up. Check your email for a validation email. You may want to check your spam and junk folders as well. The email contains a link that will allow you to login for the first time, set your password, and ultimately go through the rest of the guide. You can access the login page at   Be sure to save a shortcut to your desktop or bookmark it on all your workstations to make accessing the login page simple. 

If you have trouble accessing your account, call our support at 1-888-340-3751 x700 or email, our support team is always available to help you and your staff so keep this info handy just in case you need an extra hand.

You are logged in for the first time, now what:
We recommend before starting to create your first prescription, you go through your Account Settings to set some important configurations. You may have done this during your initial sign up, but to be safe we will cover it in this article. Access the dropdown menu on the top-right of the screen and choose [Account Settings] as seen in the image below once you login to your account.

Here is a quick checklist of items to review to get you started and get your first Rx submitted:
  • Practice Profile 
  • Clinic Staff
  • User Accounts
  • Security and Compliance 
  • The EasyRx Universal Library of Parts and Appliances
  • Connect with Labs
  • Creating a Prescription
    • The "Create Rx" form
    • Prescription Workspace
    • Using the Library of Parts and Appliances
    • Using Templates

Practice profile - Let's add doctors, office locations, and billing info:
After clicking Account Settings, go into "Profile" as seen below. 

Go through the following options to make sure your information / doctors / locations are up-to-date:

Next, let's go back to the Account Settings menu and select "Clinical Staff":

Here you add the names of your staff who would typically be in charge of doing impressions / scans and would be submitting cases. Once you are in Clinical Staff, you can add or edit staff names. 

NOTE: This does NOT create a new account or login--these become menu dropdown choices when you create a prescription so you can select who would be assigned to doing impressions (or scans) and who is submitting the case. This is a simple but handy way internally track which staff member was assigned to those tasks. 

Important note for Doctors / Administrations: You can check the "Require Clinical Staff" box if you want to make it required when a new prescription is being created, that the user must choose a name for who took the impression and who will be submitting the case. If the box is left unchecked, the names are optional. 

Next, lets go back into Account Settings and let's choose the option called User Accounts: This is where we would create logins for staff members to be able to log into EasyRx and assign permissions. You can create as many users as you want--so as your use of EasyRx increases or your practice grows, you can bring on board as many staff to use EasyRx as you like. This not only adds a layer of accountability for when your staff uses EasyRx, but also provides you the ability to message your users with our new "Message Center" feature where you can internally communicate with your staff! This helps consolidate your communication in our secure cloud environment. For Premium users, you can also appoint users as In-House Lab Technicians! 

Having users also allows you to see which user comments on an Rx and edits or creates an Rx. We show a "revision history" on every Rx when viewing one. 

Next you can check out who currently has logins / accounts for EasyRx, view/edit them, or just create a new user!

By default, you will not see any User Accounts unless you create them. User accounts can only be created and managed by your main / administrator login.

NOTE: you'll want to disable access for employees that leave the practice. Simply mark those employee's accounts as 'inactive' and save. You do not want to delete the user because EasyRx tracks previous prescriptions and who created/edited it, you still want their record in EasyRx to track them if needed down the road.
Lets create a User Account: Start by clicking the "Create New Clinician Account"

Go through the different fields and permission check boxes, fill them out as needed. See image below for some special notes. These are subject to new enhancements as we update EasyRx with more settings in our monthly updates.

Be sure to hit "Save" after you create each clinician. They will get an automatic email from "" showing their login and temporary password. They will be able to assign a new password once they log in for the first time. This should go to the users email inbox but on rare occasions, it may end up in their Junk / Spam folder so be sure to check there if needed.

New users will have access to a majority of the basic functions like viewing Rxs, adding comments, sending messages, with the exception of admin-only functions like changing the credit card on file, changing your EasyRx plan, deleting your account, and adding or editing other user accounts. This helps keep your EasyRx experience safe and organized.

Setup Security and Compliance settings
As part of the initial setup, we advise you to go into "Security and Compliance" section in Account Settings and review a couple settings.  

1.  Enable HIPAA Compliant Password Rules -  When this is enabled,  EasyRx requires passwords to meet the HIPAA recommended password requirements, which are:  
  • Minimum length of 8 characters
  • The password must contain one upper case, alpha and numeric and a special character
When this option is enabled, the next time uses log in, they'll be prompted to change their password to meet minimum requirements. 

NOTE: The default password requirements is minimum of six characters. 

2. Password Expiration - Set the interval, in days, when users will be prompted to change their password. This is very important as it impacts your compliance to HIPAA guidelines. HIPAA recommends every 60 days.  

Great job! So far you've setup quite a few essentials to help your EasyRx experience go smoothly!

What about the other Account Setting options? We will cover these in another tutorial.

The EasyRx Universal Library of Parts and Appliances. 
By default, all practices are assigned the EasyRx Universal Library of Parts and Appliances. This is a library of over 500+ standard parts and appliances. The library, for example contains everything from Herbsts, RPE's (sometimes referred to as RME's or MEA's), Clasps, and a laundry list of parts and appliances that your office can instantly use on your prescription. You can customize the library, create templates and use the library to create and save prescriptions. You can also print out prescriptions created using a lab called the EasyRx Universal Library. This lab is a placeholder that allows you to create lab slips to print out and mail/fax/email to any labs that are not connected through EasyRx.

Prescriptions created using the library show in the Prescription Dashboard in the Saved category. The only limitation is you can't use the Universal Library to submit a case. You can, however, change the lab when creating the prescription to any of your other Connected EasyRx labs to proceed to submit the case. Doctors will normally choose the Universal Library Lab to create an Rx and decide later which lab they want to submit to. You will get the most benefit of using EasyRx with labs that accept EasyRx cases. We'll explain a few lines down how we can help your lab onboard to use EasyRx.

Connect with Labs:
Let's connect to labs so you an submit prescriptions. When you first signed up, you would have chosen 1 lab that uses EasyRx to connect with, you are instantly connected with that initial lab! For example, during sign up you chose Specialty Appliances, you will already have them in your lab drop-down choice when creating a prescription. 

The beauty of EasyRx is that is gives you 1 universal lab prescription form you can use to submit to any lab you want. Herbsts, RPEs, Aligners, Indirect Bonding cases, you-name-it. You will no longer have to download your lab's PDF or print out their appliance forms.

If you want to choose or add other labs to also send cases to:
Go to Labs from the menu bar. At the top of this page, you'll see "My Labs". These are the labs you are currently connected. 

In-House Lab
If you have an EasyRx Practice Premium Account, you will automatically be connected with your In-House Lab. You'll see it listed under "My Labs".  

NOTE: Per-Script and Standard plans do not have access to in-house lab features so consider checking out our Premium plan for this functionality.

Connect with an EasyRx Connected Lab:
One of the cool things about this software is it is very easy to connect with any lab using EasyRx. We call labs that accept EasyRx cases as "EasyRx Connected Labs", your practice can request to submit to one of these labs by going to [Labs] and review the EasyRx Connected labs section Find the labs you'd like to connect and click "Connect to this lab"

This will send a request to the lab to allow you to connect with them. Once the lab accepts your request, you'll see this lab listed under "My Labs".  And you'll be able to create and submit prescriptions to this lab, including you automatically get access to that lab's customized Library of parts, appliances and templates. And If the lab has set pricing on their parts, you will also see pricing when creating your prescriptions (we will show you this later). Some labs using EasyRx have their acrylic color chart available you are creating a prescription in EasyRx-- now that's sweet!

Invite a lab to connect
If you don't see a lab on the current list of EasyRx Connected Labs you want to connect, you can easily invite a lab to sign up. Just click on the [Invite Lab] button which opens a pre-formatted email to invite a lab to sign up. You can edit the email before sending.  Once the lab receives the email, they will need to create an account and choose their preferred subscription plan. There are 4 different plans available: Connected, Standard, Premium, Enterprise. The Connected option allows the lab to sign up and use EasyRx as a lab for free! Standard, Premium and Enterprise are more integrated solutions that are available at different monthly rates. We are happy to answer questions your lab may have and work with your lab to show them the benefits, we provide some cool web demos and resources to show labs how remarkably easy it is to use the EasyRx Lab application.

You can give us a buzz at 1-888-340-3751 and we will be happy to reach out to your favorite labs to get them on board if they are not using EasyRx. We even provide new labs free support and training to make sure they process your cases seamlessly.

To access the "Invite Lab" button, click [labs] from your dashboard page, then click the green "Invite Lab" button.

I invited a lab to connect but nothing has happened yet?
Your lab should respond to your request usually within a day or so. If you haven't heard back - give them a quick phone call to advise them you sent a request to connect with them through EasyRx. 

You can also call us at EasyRx at 1-888-340-3751 and we will ask your lab to approve the request.

What happens when I am connected with a lab?
You'll see the lab listed under "My Labs" and that respective lab as an option to submit prescriptions to when you create a new prescription.

Creating a Prescription:
Now the fun part! You can create a Prescription from the Dashboard, via the [Create Rx] button or when Viewing an individual patient via the [Create Rx] button 

Let's go back to the Dashboard and Create an Rx! 

The next screen is when you enter all the basic information about your patient and respective staff- If a patient with the same last name already is in EasyRx, the first or last name field will suggest an 'autofill'.  If the patient doesn't exist, once you 'create prescription' the patient will be added to EasyRx and can be found under the 'Patients' tab on the EasyRx menu bar. 

  • Under the [Laboratory] drop-down, choose the lab to submit the prescription or choose the EasyRx Universal Library of Parts and Appliances.  Choosing this Library will allow you to create, but not submit, this prescription. Comes in handy if you need to create the Rx but aren't sure which lab you want to send it to yet. 
  • For [external patient ID]: Enter the ID from your practice management system, you can use this to lookup patients, if preferred.
  • Some of the fields in the form are optional, including the Date of Birth. We highly recommend entering the Date of Birth. For example, if you have two patients named John Smith in EasyRx, the date of birth helps distinguish the difference, specially if you choose not to or forget to include the External patient ID.
  • If your account settings made "Staff who made impression" and "Staff who submitted case" required, you will not be able to create the prescription without assigning names to those two fields.

Click [Create Prescription] after filling the necessary fields

The next page you see is the "Prescription Workspace" - This is where all the magic happens and you are able to create, edit and add virtually any instruction, drawing, or lab item to your Rx. In the example screen shot, I've put together a Hawley Retainer for my test patient Todd Hankins. The Prescription Workspace is fully interactive meaning you can move parts, drag-and-drop items, click on menu options to add comments, set part options, acrylic colors, and so much more. 

On the left side you will see [Parts, Appliances, and Templates] - here we house the Universal Library of Parts, Appliances and Templates.  If your lab you are connected to has custom parts, they will show those options as well, parts and appliances may vary slightly depending on which lab you are sending the prescription to.  The interface is a tree view -- to find a part, appliance or template, just click on the appropriate item to see what is below. Or you can use the [Search] bar to find items if you are not sure where to navigate to find them.  

In the Hawley Retainer example, I searched for "labial bow", "Adams Clasp", and "Acrylic". 

Once you find the items you want, you can hover your mouse over the Camera icon, to give you a preview of what the drawing looks like. 

How do I get a part, appliance or template to the Workspace? 
You can either drag and drop it on a certain area of the upper or lower drawing space, choose a particular tooth or area (if applicable with the part) to set the part in place. You can optionally just click the part once with your left-click and it will auto-place it in the Workspace to the default area. Then you can drag it to the position you like.

Note: Different parts and appliances have various 'points' you can drag/reposition. There will be a BLUE CIRCLE on the currently placed part/appliance to show you what 'points' can be dragged with your mouse to reposition it. For example a simple clasp will have may have only 1 blue circle to drag the entire part to another tooth. An RPE may have numerous points to adjust Arms, Wires, and Band positions. You will only see the blue circles on whichever item is currently selected. Don't worry, the blue circles do not show on the drawing once they are submitted to the lab. 

If you want to show a BAND on your drawing, just search for the "Band" part in the library and drag/drop it onto the drawing. EasyRx also has Crowns where you can search for "Crown" and place them on your prescription. These are normally used for crown cantilever herbsts and other similar appliances. 

Helpful hint: Some parts/appliance can be dragged to the Upper or Lower arch. EasyRx has some rules in place. Such as you cannot drag an "Upper Invisible Retainer" part to the Lower Arch. You can drag most parts to teeth on the lower OR the upper arch.

What if the part/appliance I've dragged has a blue circle and a red 'gear wheel' in it?
This means the item you just placed also has "Part Options" you can assign to it. If you click on the red gear wheel button on your menu bar, you can choose that item and set additional details. For example, on a Labial Bow you can define part options like what Type of Bow (Contour or flat?) and Wire Size (.028 .032 etc). On RPEs, you would usually set what type of Screw you need. On a recurve spring, you will have the option to 'flip' the part and so forth... This helps you lab hone in on every detail they need to get your case just right.

What if I do not choose a part option? No worries, you can add a comment or a text annotation (discussed a little bit further down) to the case letting the lab know what you need. If the lab has a question, they will contact you to address any missing details they need. Some labs are very familiar with their customers, so if your lab knows your requests thoroughly, you may not need to include those details.

If you are unsure that the drawing is going to match what you exactly need, you can always add a comment, labs are trained by EasyRx to look for these instructions on your cases regardless of what your drawing looks like.

Templates: Templates are a huge time saver in EasyRx. Where instead of needing to find/search for various parts to form your Rx, you can, in 1 click, instantly add your most commonly submitted appliance into the workspace. You have the ability to create your own templates OR the lab you are submitting to can create/provide you with templates.

Your practice's templates that you've created are shown under the canvas when on the Prescription Workspace on the [Templates] tab.

You can also view all your templates and those that your Lab has designed for your practice from the [Templates] button on the left hand side. You can tell which templates are provided by your lab by looking to the right of the template name. There will be a blue circle with a letter inside.

If you'd like to create your own templates, it's very simple! You can drag/drop all the parts/appliances onto the drawing, designate your part options, and even add Annotations/comments. Then you can click the 'double page' icon called [Save as a template], give your template a name, and this will create a template for you to use anytime moving forward! When you place a template on the workspace, you can still make any adjustments you'd like (adjusting positions, adding clasps, removing a comment, etc) 

Help - I cannot find the part or appliance I need to make my drawing!
We got you: We've done our best to 'standardize' the names of the various parts and appliances that exist in the ortho world. Odds are what you need is just named something differently. For example, a "Keeper Wire" in EasyRx is referred to as a "Labial Support Wire". MEA's are referred to as RPE's (we keep it old school). If you cannot find what you need, call us and we can tell you the exact item you need to complete your drawing! 1-888-340-3751. 

If for some reason the item you need does not exist, we are happy to develop/add it into your EasyRx account at no cost. We are constantly working to improve your experience on the Prescription Workspace so be sure to view our monthly update emails that are sent to our customers-- they will also advise if there are new appliances or parts added to your library.

Your EasyRx account includes an extremely helpful live document that shows every EasyRx part and appliance that exists in the EasyRx program. This link gets updated automatically when EasyRx releases new parts/appliance drawings. You can access this by going to the username dropdown at the top-right, and then clicking [View Parts and Appliance Library]

You can download this list as a PDF to either print (very handy to keep at your work station when creating Rxs) or just keep a copy on your computer if needed.

This will give you a rolling document of every part / appliance name along with handy pictures. Go through this to find exactly what you need. You can use the Ctrl + F key on your windows keyboard to search for any term for example "Herbst" or "RPE" to compare a drawing with a name that matches in EasyRx. 

You can then go back into your EasyRx Prescription to find the drawing by searching for that corresponding name. 

Please note labs may not carry every single part or appliance. For example, if the lab you submit to does not create sleep appliances, you may not find a sleep appliance in the library when searching for one to submit to that lab.

If you need help creating a template, give us a buzz! 1-888-340-3751, you can even send us a filled-out copy of your typical lab slip and our support team can help create the template and review it with you. 

Let's go back to the Prescription Workspace to review some of the icons in the menu bar.

I noticed some menu options turned red or are animating after placing a part - what does that mean?
See the picture below. Red or animated boxes mean there are options that you need (or may want) to configure. The Hawley Retainer in our earlier example needed wire gauges and acrylic colors assigned, so you will see two options I need to set as seen below. Just click on them to address what they may need you to assign or select.

Next- Add comments or text annotations


The "Comments" icon is the symbol with the two overlapping chat bubbles, next to the paint brush in the picture above. A comment is a message that you will include with the prescription that the lab will see. This could be something like "Use best judgement for the relief" or "Bow needs to be as flush mounted as possible to the front" or anything you deem is important for the lab to know. Labs are also able to comment once they have the prescription. All comments are secure, and protected as noted in our Security page on EasyRx.

Once your case is submitted, you have the ability to add new comments and even see any comments written back from your lab.

Text Annotations 
This is the [A] icon in the menu bar. Here you can select an area on the drawing (Workspace) that you want to type text. This is different from Comments in that the text shows in the actual drawing and not in the comments field. When you are done typing an annotation, be sure to press [Enter] on your keyboard to complete the annotation. Comments are shown to labs below the drawing Workspace almost like a note. 

Helpful hint: Did you submit a case without including important notes? You can use our "Message Center" feature to send a message to the lab address your concern.
Read more about our Message Center feature.

Tags - The icon with the Sales Tag w/string attached - This allows you to tag this prescription which is used in various areas of EasyRx. This is a very cool feature and will help you filter cases by tags you assign. Go
here to read more about Tags.

Attaching Files / STLs / Digital Models - Go to the "Uploads" box in the submenu as shown below. Here you can attach ANY file you like - PDFs, patient images, allergy info via a Word document or STL files. You will want to click the button that says "Files from your computer". Then just browse to the file(s) to attach it. We also have a super handy iTero Integration to auto-attach your iTero scans to the EasyRx prescription.
You can read about to how configure and use that integration here.

NOTE: Your EasyRx plan likely has a Storage GB limit so be mindful of your plan limitations. Some accounts may have unlimited file storage.

Hint: Any files you attach to an Rx will also be saved to the Patient's file. Any data / files you save into EasyRx are backed up and secured per our Security and Backup policies. You own all the data you upload into EasyRx that you create, so feel free to add the files you need. 

When you attach a file, please wait for the upload to finish before and make sure you [SAVE] or [SUBMIT] before you navigate to a different screen or exit out of your browser. You may lose this prescription / progress if you don't do so. 

What if I do not do digital scans or am submitting plaster impressions? 
We got you covered here too! When you go to the next step which would be "proceed to submit", you can notate that the model source is a plaster model or impression. Read further down to learn more.

Okay I think I have a good prescription setup and I've assigned options, got my files uploaded, I'm all set - What next?
You have a couple options---you can click [Save] at the bottom of the page. This is handy if you need more information, you want a doctor to review it before you submit, or you are still waiting for your patient to be scanned before you submit. Different practices find their own workflow to manage their EasyRx prescriptions. You can always come back to the prescription after saving it and re-edit, attach and remove files, or add new comments or change any settings within the Rx before submitting the prescription. This includes changing the appointment date and assigned doctor information! 

The second option is to [Proceed to Submit]. Once you click this, it will prompt a very handy "Check-Out" page. Don't worry, if you hit proceed to submit by accident, it will not send the Rx off to the lab, the Check-Out page must be completed before it's officially sent. There is a cancel button on the bottom left of the page that will bring you back to the Prescription Workspace

The Checkout Page-
This is quite self explanatory so just follow the field instructions.

What's the best way to get physical models/impressions over to our lab?
If your office plans on sending or having the lab pickup your plaster model/impression. There will be an option under [Model Source] on this page that says "I am sending a plaster model / impression". Once you submit the case in EasyRx, you will be provided an EasyRx Prescription ID number that you can write on the box or baggie that the model is in. We recommend writing "EasyRx Prescription ID #...then whatever the number is. This number will match the prescription to the case in the lab's EasyRx account. The lab you submitted the case to will then easily be able to match your plaster model with their prescription to get your case through production. As a bonus, this Prescription ID # lets the lab know the patient name without you needing to disclose it on the package. Helping keep patient data off your box/package.

You can also print out a copy of the prescription using the 'print' button when you are viewing the prescription after it is submitted. This will print a nice, clean PDF you can include in the box. Writing the ID on the box will help your office go paperless, even with plaster cases! 

If you have any difficulty, you are welcome to just call us at 1-888-340-3751 or email us at Once you finish filling out the information, click [Submit Prescription]

Woohoo! Congrats! You sent your first RX out for processing! 
The next page you see is an overview of your Rx. There is a 'workflow' bar that will get updated when the lab receives the Rx, when it's completed and gets shipped. Remember once you submit a prescription and it's checked-in by your lab, you are unable to Unsubmit the cases to make changes or delete the Rx.

Eek! I accidentally submitted a case that I want to take back!
We have a button for that too - you can Unsubmit the case!
Read here to learn how Unsubmitting works.

For emergencies, we recommend you call the lab to let them know of any major issues or errors. You can now go relax, and check your dashboard to see when the Rx is completed!

Be sure to check out other cool options like Downloading the Rx as a PDF, sharing the PDF with colleagues, or adding tags. These are all options we cover in other tutorials. Take a look below at a few frequently asked questions and let us know if we can further help you.

I want to create a Desktop Shortcut for EasyRx to login / access my account faster!
Instead having opening your browser and finding the login page, save precious time and create a Desktop Shortcut to pull up the EasyRx page. 
We got a quick guide here.

What about support - do I get live support and is there a cost?
We believe good service and support shouldn't ding your pocket, that's why we offer support free of cost. The EasyRx team wants to make sure you are rockin' and rollin' with your new account but also that it also is complementing your workflow in helping your business grow. Give us a buzz at 1-888-340-3751 during normal business hours 8am-5pm EST Monday-Friday. You can also email us at We also love feedback and comments from customers so let us know if there is anything we can do to better your experience. 

I'd like some live training or need some extra help with getting started - what can I do?
Call or email us to schedule a free remote training with you and/or your staff. We typically do training remotely and can walk through any and all items your EasyRx account offers. Maybe you just got a new staff member? Perhaps you are a little rusty on your EasyRx usage since you last logged in? Let us put together a free training that works with your busy office's schedule. Call 1-888-340-3751 or email us at No robots, just good service.

We can provide on-site training at an additional cost, however we are confident our free remote training should be sufficient, even for larger / multi-location practices.

What Practice Management Integrations does EasyRx offer?
EasyRx currently provides practice management integration for Dolphin Management, Oasys, TOPSortho, CS Imaging (includes OPMS), and Cloud9. Other integrations are pending. We highly recommend reaching out to your Practice Management provider and asking them to integrate with EasyRx. These Practice Management integrations are available to users with Practice Standard or Premium. They help import patient data into your EasyRx account in 1 click. Call our sales team at 1-888-340-3751 if you'd like to see how the integration works live or if you'd like to learn more about upgrading your account.

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