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The dashboard is where your organization is set up. Prescribers don’t prescribe here: they use Prescribe. Each environment has its own dashboard, team, catalog and templates. Nothing carries over from Neutron to Photon.

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Developers

API credentials are the client_id and secret your code uses. Application credentials sign prescribers in to Prescribe. Machine credentials let your backend call the API. See Authentication for which to use. If a secret leaks, rotate it here. Webhooks tell your backend when prescriptions and orders change. See Webhooks.

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Team

Everyone who uses Photon needs an invite to your organization, including prescribers who only use Prescribe inside your app.
  1. Open Team and click Invite user.
  2. Enter their email and choose one or more roles.
  3. Click Send invitation. They get an email, and they join your organization the first time they sign in.
A prescriber also needs their NPI, phone, fax and address. Pharmacies use them to identify the prescriber, so enter them when you give someone the Prescriber role. Invites wait under Pending invitations until they’re accepted. Resend one if the email was missed, or delete it to cancel. Removing someone from the team takes effect immediately.
Someone who signs in without an accepted invite sees “not associated with any organizations”. Send them an invite, or ask them to accept the one in their email.

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Catalog

The catalog is the list of treatments your organization prescribes. Drug search marks treatments that are in your catalog, and prescribers can still choose one that isn’t. To add one, open Catalog, click Add treatment to catalog and search for it. Removing a treatment can’t be undone, but you can add it again. Templates are built from catalog treatments, so add a treatment to the catalog before you make a template for it.

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Templates

A template is a saved prescription with the drug, sig and dispense filled in, so prescribers don’t type the same prescription twice.
  • Organization templates are shared by everyone in your organization. Admins create them under Templates from a treatment in the catalog.
  • Personal templates belong to one prescriber, who saves them while prescribing.
Each template has an id (tmp_…). Pass it as templateId to draft a prescription from it. See Prescriptions and One-click orders.