New! Enrolling Your Practice & Staff in ePrescribe

ePrescribe allows appropriately licensed clinicians to electronically send prescriptions to pharmacies and to receive refill requests from pharmacies. ePrescribe also allows prescribers to obtain a client’s medication history via the Surescripts® network and look up pharmacy benefits and formulary lists. TherapyNotes ePrescribe includes optional features that support electronic prescribing of controlled substances (EPCS) and prescribing of narcotics.

Enable ePrescribe for Your Practice

For clinicians to enroll in ePrescribe, the ePrescribe feature must first be enabled for the practice.

1. Navigate to Settings > ePrescribe.
2. Review your practice’s information for accuracy.
3. Select Enable ePrescribe.

Once successfully enabled, a green confirmation banner will appear at the top of the page: “You have successfully enabled ePrescribe for your practice. The prescribers in your practice must enroll individually before they can start using it.”

Prerequisites to Enroll Clinicians in ePrescribe

Before enrolling in ePrescribe, you must meet the following prerequisites, depending on your role as a Prescriber or Prescription Support Staff:

To Enroll as a Prescriber

The following details must be entered in the prescriber's Staff Info tab:

• A: Suffix
• B: NPI number
• C: State license(s)
• D: Work Phone Number
• E: Address

To Enroll as a Prescription Support Staff Member

Prescription support staff can help with monitoring medication statuses and making sure the practice is up to date with current prescriptions for patients. A prescription support staff member will be able to view and select pharmacies, manage allergies, access the patient’s medical history, and add prescriptions and/or patient reported medications. They will not have the ability to approve prescriptions or respond to pharmacy requests.

Enroll in ePrescribe

Once ePrescribe is enabled and prerequisites are met, individual users can begin the enrollment process:

• Go to Profile > Select the eRx tab > Select Enroll Now.
• Enter any additional required information:
  • Primary phone and fax number
  • Date of birth
• If enrolling as a Prescriber with EPCS (Electronic Prescribing of Controlled Substances), provide:
  • DEA number and DEA state
  • NADEAN (if prescribing detox narcotics)
• Accept the TherapyNotes Terms and Conditions for ePrescribe.
• If applicable, select Enroll in EPCS to begin the additional setup to prescribe controlled substances.

Identity Proofing and EPCS Onboarding

Once the initial enrollment process has been completed, an email invitation will be sent to the address listed under the user's Staff Info with instructions for Identity Proofing (IDP).

Identity Proofing (IDP)

• IDP or IAL2 (Identity Assurance Level 2) is required for:
  • Prescribers not enrolling in EPCS
• Prescribers enrolling in EPCS will complete a separate identity proofing process during the EPCS Gold Provider onboarding, which includes:
  • Setting up a passphrase
  • Binding a two-factor authentication token

To complete the identity proofing process, follow these steps:

• Receive the Email Invitation: Look for an email from infinidadmin@drfirst.com with a link to begin the identity proofing (IDP) process. Click the link to open the InfinID application.
• Start the Process: A message will confirm that your organization requested identity proofing. If you've already completed IDP, you may have the option to skip this process
  
• Review Requirements: Review the prerequisites (e.g., having a credit card can help but isn’t required). Click Continue to proceed.

• Accept Terms: Accept the InfinID Application Terms of Use by checking the box and click I Accept to proceed.

  

• Enter Personal Info: Enter your personal information in required fields marked with an asterisk (*).

• Answer Security Questions: You may be asked to answer 3 security questions related to your financial history.
  
• Scan QR Code: Use your mobile phone to scan the displayed QR code.
• Upload ID and Selfie: Accept the terms again to choose a form of ID to upload (e.g., driver's license). Take and upload front and back photos of the ID. Next, you will be asked to take a selfie (recommended without glasses).
  
• Return to Computer: On your computer screen where you scanned the QR code, click Check Status.
• Receive Verification Code: If your phone number is verified, you'll get a text message with a verification code. If not, a letter will be mailed to your address in 5–7 business days with a code.

• Enter the Verification Code: Click the link in the confirmation email from Experian to enter your NPI number and the verification code (from text or mail). Keep this email; it’s needed to complete the process.
• Final Confirmation: After submitting the verification code, you’ll receive a confirmation email with a confirmation code. From here, you will need to call our 24/7 ePrescribe team to finalize your account using the confirmation code from this email. They can be reached at (215) 658-4550 option 5.

EPCS Gold Provider Identity Proofing Checklist

To complete EPCS Gold Provider onboarding, prescribers will need the following information prepared:

• A hard or soft EPCS token
  • Hard token: Keychain device provided by the ePrescribe provider
  • Soft token: Download VIP Access by Symantec at https://vip.symantec.com

• Social Security Number
• Passphrase for two-factor authentication
• Security question and answer
• Personal phone number
• (Optional) First 8 digits of a personal credit card

To complete registration, please contact our 24/7 ePrescribe Team at (215) 658-4550 option 5.

Start Prescribing

Once you’ve completed enrollment, you’re ready to prescribe medications through TherapyNotes:

1. Open a patient’s chart and navigate to the eRx tab.
2. The first time you access this tab, you will be prompted to review and accept the Terms of Use.
   
3. After acceptance, you can begin sending prescriptions electronically.
   

For more information on prescribing, visit Overview of the Patient eRx Tab.