This article explains how to access and manage various utility features within the DrFirst application, including token management, favorites, agent management, pharmacy list maintenance, and signature capture.

Permissions Required

No specific BestNotes permissions are required.

Managing DrFirst Utilities

Access Utilities

  1. Hover on menu list in the top left corner.
  2. Select "Utilities."

  1. Select desired utility item to manage.

DrFirst menu with Utilities selected

DrFirst Utilities menu

Utilities Defined

Once you have accessed "Utilities", there are several items that can be managed. Each potential area is explained in the following sections.

Token Management

This is your EPCS prescriber dashboard. This will only be available to providers that have enrolled in EPCS.

Token Management screen

Favorites

You can add prescriptions to your favorites list without it being used in a patient's record previously. A current list of your favorite prescriptions is provided in the "Favorites" drop-down list when using DrFirst.

Favorites screen

Manage My Agents

Manage your provider agents. A provider agent is a clinical user that can take action on prescriptions on behalf of a provider. This will only be available to Providers.

Manage My Agents screen

Pharmacy List Maintenance

You can add to or modify the practice pharmacy list.

Pharmacy List Maintenance screen

Signature Capture

Add a signature capture to the system.

Signature Capture screen

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