Quick Start Guide

SmithRx Partner Portal

Accessing the Partner Portal

The SmithRx Partner Portal makes accessing data, viewing reports, and member management easier for our partners.

Registration

Registration is not required if you already have an existing account with us. 

If you do not have an existing account, please reach out to your Account Manager (AM).

For first time users, look out for the partner portal invitation via email from hello@smithrx.com with the subject line 'Welcome to the New SmithRx Partner Portal' (Your invitation is valid for 7 days).

Create An Account
  • In your email, you will have an invitation from SmithRx.
    • If you don't see this email, please check your spam folder.
  • Your username will be your email address.
  • Click ‘Create password’ to create a password.
  • Once you create an account with that password, moving forward, you can log in by going to partner.mysmithrx.com/login
  • Every time you log in, you will be prompted to provide a secure code. That will be sent to your email.

Home Page

The home page displays dashboards, your managed group(s), and the menu can be found on the right side of the screen.

    What's on the homepage:

    • Top level navigation
    • Report Highlight
    • Shortcuts
    • Forms
    SmithRx Resources
    • View resources including guides, clinical information, FAQs, and overviews for you, admins, and members.

    SmithRx Blogs
    • These articles will be updated periodically to provide you with the most relevant news and updates.

    Reports

    Navigate to Reports, your gateway to self-service reporting. By default, all your groups are selected and the last year’s worth of data is summarized. You can change this with the filters at the top right.

    Overview

    Top menus allow you to navigate to PMPM, Connect, and Pass-through Rebate reports.

    • You can dive deeper into each report either by clicking on the square summary or using the top navigation bar.
    • You can download any of the reports by clicking on the three vertical buttons in the top right corner.

    Per Member Per Month (PMPM)
    • You can see your PMPM by month over time gross vs net, connect savings impact, member and claim count over that time period, and divided out by component.
    • For any specific section, you can set an alert to notify you based on given parameters - if a number drops below a certain threshold for example.
    • For any specific section of the PMPM report, you can set an alert to notify you based on given parameters - if a number drops below a certain threshold for example.

    Connect 360

    Connect savings shows the realized savings by quarter, total ROI, and the top drugs by total connect savings and broken down by connect program.

    • Top groups by savings are also displayed for the given groups selected and time period.

    Rebates

    Shows issued rebates only; payments are issued quarterly 7 months following the end of the claim quarter (eg; Q4 2023 rebates were issued on 08/01).

    Top Plan Pay Drivers

    • Shows the top therapy areas by plan pay by total billed to plan and claim count.
    • Also displays the top drugs by plan cost, comparing last quarter to the previous.
    • This is the only report for which no time filters are possible - it always shows the most recent quarter for which we have complete data.

    Top Connect Cases 

    • Shows the top connect cases by annualized savings, which is a projection of potential savings a member will have if they continue to fill under connect for a 12 month period.

    Claims

    Investigate inquiries with our Claims Lookup tool. Here, you can search, view, and download claim details as needed.

    • To begin your search, use the dropdown in the search bar to choose how you want to look up your claims and enter a value.
    • To narrow your search further, click on the icon on the right side of the search bar to open a module where you can add more filters. 
    • You can also apply a status filter if you wish to only see claims with a specific status – e.g. Paid, Rejected, or Reversed. Otherwise, this will display all claims by default.
    • Columns with a folder icon can be expanded to reveal additional information about the claim. You can collapse the column once the information is no longer needed. 
    • A date filter is available at the top right of the page where you can specify a date range for your search.
    • You can use the top-right arrow button to download the report of the claims you are currently viewing. 
    • The Claims details includes: 
      • Claims info: copay cost, reject code and reason, date processed.
      • Member information: personal information, coverage information.
      • If the claim is rejected, you will instead find the rejection code and reason.

    Drug Coverage

    Lookup the coverage and cost of a specific drug based on Group and Plan. 

    Group & Plan Selection
    • Start by entering/selecting a group. 
    • The Plans for a particular group will populate after a group has been selected. 
    Drug Coverage Search
    • Search for a particular drug and filter by pharmacy type and/or quantity.
    Details Panel
    • All information about the drug expanded upon in detail section. 
    • Coverage section
      • Coverage: If the drug is covered under the plan. 
      • Copay: Member responsibility. This is not unique to a particular member but general for the drug and plan. 
    • Cost section
      • Tier: What tier of coverage the drug falls under on the plan.
      • Payment Type 
      • Copay/Coinsurance: A member will either be responsible for a flat fee (copay) or a percentage of the cost (coinsurance). 
    • Amount section
      • Days Supply 
      • Quantity Limit 

    Prior Authorization Status

    Look up the status of a Prior Authorization case and its history

    Search by drug name

    • Filter by Member, Group, Status, time, or Reference number
    • Sort by date

    Note - If a member is not registered for the SmithRx Member Portal, you will not be able to view their member notifications, such as the PA notification with the “Mimic Member” tool. Members are encouraged to create an account via https://member.mysmithrx.com/login/sign-up

    Details Panel

    • View case history
    • Mimic member to go directly to their profile

    Member Management 

    View Member details with the Member Management tool. Here, you can search, view, and mimic members.

    • To begin your search, use the dropdown in the search bar to choose how you want to look up the member.
    • To narrow your search further, click on the icon on the right side of the search bar to open a module where you can add more filters. 
    • You can also add a member using the button in the top right corner. Please note that this change may be overridden by the next eligibility file ingestion. Eligibility files must be updated to ensure a permanent change.

    Member Detail View
    • Deductible is included, and grayed out if the member does not have a deductible.
    • Out of pocket max can be expanded to view more details. 
    • Print member card uses your computer’s print capabilities. 
    • Use the left-hand arrows to expand the member details, family member info, account info, and Coordination of Benefits (COB). 
      • If the account info is not populated, it means the member has not set up their account. 
      • If COB info is not populated, it means the member does not have COB. 
    • Claims and Eligibility History show just for that particular member or family member. 
    • Group and Plan info can be found in Eligibility history. 

    Important Links 
    • Find My Meds links directly to the member’s Find my meds using the mimic functionality. 
    • Member Formulary links to the Formulary for the member’s group and plan. 
    • Drug Cost and Copays links to the new Drug Cost feature, with the member’s group and plan already selected.

    Group Management 

    View Group details with the Group Management tool. Here, you can search and view details for all your groups.

    • Search for Groups
    • Sort by Status
    Group Details
    • View Group details including effective and termination dates. 
    • View departments and plans and search by name.
      • View Formulary for each Group & Plan. 
    • View Members goes to Member Management, with the group pre-selected.

    Video Walkthrough

    Troubleshooting

    Account Locks

    On the fifth invalid login attempt within five hours, your account will be locked for five hours. We recommend a password reset after the lock is lifted.

    Password Reset 

    Please follow these steps to reset your password. If you still cannot reset your password, it’s possible that you may have not fully registered and will need to complete Step 2 from the previous section.

    1. Forgot Password
      • Go to partner.mysmithrx.com/login
      • Click 'Forgot Password' on the 'Enter Your Password' page. 
      • Please then enter your: Registered email, Date of Birth, and Member ID.
    2. Reset Password - After clicking "Reset Password", you will receive an email with a link to reset your password. 
    Support

    If you experience issues or have feedback to share, please email portalfeedback@smithrx.com and cc your designated Account Manager.