Prescription Universe (RxU) Onboarding Guide-ALL4IBD research program

Prescription Universe (RxUniverse) is a digital health automation platform for care providers to prescribe appointment reminders, directions, apps, surveys, care plans, and health education content at the point of care.

The RxUniverse platform is accessible through web browsers:

Contact for help and Questions:

Onboarding Process Overview

1. Login:

  • The Rx.Health team will create the required login accounts to access the Prescription Universe platform. 
  • A confirmation email with login credentials will be sent to the user along with the default password. 
  • Please use in a web browser (we recommend Chrome) to log in.
  • Input your username and default password. You will be prompted immediately to reset the password.

A. Reset the password immediately.Upon reset of the password

  1. Enter the username (your email) provided for initial login.
  2. Type in your new password for login (Note: It should be a minimum of 8 characters, have one uppercase character, have at least one number, and one special character) and click on "Submit". 

Step 1: Click on Custom Dashboard to view all the dashboards. 

Please choose UO1 Enrollment Dashboard (Mount Sinai ALL4IBD Dashboard).

 Step 2:

1. Enrollment Status: It can be used to search one or multiple different enrollment statuses and type in the patient lists. It's reflected in the 6th Column under Patient Enrollment Status.

a) Not clicked - If the Prescribed patient does not click on the survey and fills up the 1st page of the survey to fill the survey, the Enrollment status appears as Not clicked

b) Clicked - If the Prescribed patient clicks on the survey and fills up the 1st page of the survey to fill the survey, the Enrollment status appears as clicked

c) Opted Out - If the enrolled patient fills in the initial survey for eligibility and does not Consent after reviewing the e-consent is shown as Opted Out

d) Ineligible - If an enrolled patient fills in the initial survey for eligibility and does not fulfill the required Criteria to be eligible to be part of the program is shown as Ineligible.   

e) Eligible -If an enrolled patient fills in the initial survey for eligibility and fulfills the required Criteria to be eligible to be part of the program is shown as Eligible.  

f) Filled e-consent - Once the patient is eligible for the survey after filling the initial survey and giver e-consent will be shown as a Filled e-consent.

g) Filled baseline survey - After filling e-consent, the patient can fill in the baseline survey to collect more information on the IBD status of the patient. Once the patient fills in these surveys the status is shown as Filled baseline survey.

2. Enrollment Type: It shows different channel by which patients gets enrolled in the program - Bulk Prescription, Text to enroll, One to One. It's reflected in the 7th Column under the Enrollment type. It can be used to search patients based on prescription type.

a) Bulk Prescription - It's done from the RxU Platform where the patient gets enrolled by getting prescribed for a toolkit created for the facility

b) Text to Enroll - When a patient texts to get enrolled in the program by specefic mode

c) One-to-one - 

3. Mount Sinai ALL4IBD Dashboard:

It has a check box with Patient Details (Name, MRN and date of birth, Phone number, and Email address), Type if IBD patient is enrolled/suffering from, Treating physician name, Patient Enrollment status, Enrollment Type, Digital readiness, Gift card Received status, Prescription Date, Gift card detail manual, Alerts.

a) Patient Details: These are mentioned in the first three columns with the Patient's name in the first column, the Patient's Hospital MRN number with Date of birth details in the second column, and the Patient's Email with the Phone number in 3rd Column.

b) IBD type is mentioned in the 4th Column which is selected at the time of prescription from the EHR.

c) Physician involved selected during prescription from EHR gets reflected in the 5th Column.

d) Survey details with Patient enrollment status, Enrollment Type, Digital readiness, and Prescription Date, and the alerts will get reflected in consecutive columns. 

e) Gift card drop-down option with a gift card received column option is shown in the 9th and 11th Column.

4. Prescribing from the dashboard:

1. Select the clinical Pathway

2. Select the type of IBD

3. Enter the patient’s mobile phone

4. Enter the patient’s first name

5. Enter the patient’s last name

6. Enter the patient's MRN number.

7. Select the Date of birth as per month, date, and year

8. Enter the patient's Email address

9. Select the physician name patient who will be enrolled during the course of the program.

10. Click Prescribe to start a digital program for the patient.

5. Patient details review from the dashboard:

Click on patient details to review more details from the dashboard to view - Messages received by patients with replies, Survey details filled in by the patients and consent, Patient notes entered by the care team, and pathways prescribed to the patient.

Messages Received and replied to by patients: 

Survey Details of the patient:

Notes Entered by the care team with details:

Cancellation of Pathways:


Pathways can be cancelled if an incorrect pathway or nudge was prescribed, if the patient is receiving duplicate messages, or if the patient is flagged as opted out by provider. 


Example 1 Scenario: Incorrect nudge prescribed: 

A patient was prescribed the enrollment DNP. You notice the patient has not clicked on the link and you would like to send them a care coordinator nudge as a reminder to begin the enrollment process. Instead you accidentally send the control period nudge. The patient now has 6 queued messages and you want to prevent them from receiving all those queued messages. 

  1. Click on the patient, under patient details select the pathways tab, and select cancel for the pathway you want to remove - in this case the All4IBD Control period 12 weeks;En;MSH; Crohn's Disease. 
  2. When you select cancel you will be asked Are you sure? You can select the red check mark to indicate certainty. 
  3. Upon cancellation that particular pathway will read 'cancelled'. 
  4. You can confirm all queued messages are removed by referring to the notification column in the dashboard overview.

Example 2 Scenario: Opt out by provider


The patient has requested they would no longer like to participate in the study and would like to stop receiving messages. 

  1. Once again head to patient details, and under the pathways tab you will cancel all the pathways. 
  2. When asked are you sure select the check mark. 
  3. For the purpose of opting out the patient, and preventing any queued messages from being sent, all pathways should read 'cancelled'

Example 3 Scenario: Duplicate Messages

If you notice a patient has queued messages >6 after being enrolled within the control period, this is a good indicator that there are additional duplicate messages that are unnecessarily triggered. This can happen if the patients browser refreshes itself when completing the baseline survey enrolling the patient twice within the control period, or if the control period was accidentally prescribed. 

  1. Under patient details head to the pathways tab to confirm there are duplicate pathways for the control period and the enrollment form. 
  2. Upon confirmation, cancel one of the control period pathways and one of the enrollment form pathways.You can refer to the overview dashboard to ensure all additional queued messages have been cancelled. 

b) UO1 Enrollment Dashboard

Step 1: Click on the Custom Dashboard and Open UO1 Enrollment Dashboard (Program level dashboard for project UO1 (ALL4IBD).

Step 2:1. Change Days to review from Last 30 days and All Time patient enrollment details.

2. Show number Number if Patient Enrolled and Enrollment Goals (Till EOW)

3. Outreach Summary: Shows Number of Bulk Prescriptions, One to One and Test to Enroll with Number if patient who have been reached out (Prescriptions sent), Patient Who Have Not clicked on the link provided for survey (Not Clicked), Patient who did not want to be part of the program (Opted Out). The total numbers which includes all channel of prescription with respect to different Outreach methods will be mentioned in the last row.

4. Enrollment status summary: Its a table showing Different Channel (Bulk Prescriptions, One to One and Test to Enroll) with the status of patients enrollment with the program showing - Total Screened, Passed Screening, Filled e-Consent, Filled Baseline survey, Digitally Ready). The Total of all the status with all different channel is mentioned in the last row.

5. How to Send General Patient  Education Content:

1. Click on the education content toggle button. This will show the full searchable library of education tools.

2. Simply search for the topic as you would in any search engine.

3. Prescribe the desired educational content (sent as a URL link) to a patient’s phone as you normally would.

6. How to Submit a Help Request:

1. Click on the "Help" button on the left-hand panel

2. Select the query type (Troubleshoot, Suggestion, or Other)

3. Fill in a short description of the query

Onboarding Checklist

1. Login successful

2. Change the default password

3. Search IBD educational content and prescribe it to yourself

4. Prescribe each asset to your device

5. Review Survey and patient entry points

6. Dashboard onboarding for monitoring IBD patients