This article outlines the steps to initiate a DrFirst subscription within BestNotes.

Permissions Required

  • System Administrator

Initiating Your DrFirst Subscription

Navigation

  1. Select "Settings" in the bottom left corner, then select "Account Details."
    Settings and Account Details menu options
  2. In the "Account Integrations" section, select "DrFirst."
 Note: If there is a checkmark next to the feature, you are already subscribed.

DrFirst option in Account Integrations

How to Sign Up

  1. Review the information in the "Subscription Information" section. Once you understand the requirements and have the information necessary to begin the subscription process, select "Subscribe to DrFirst."
    Subscribe to DrFirst button
  1. If you have Facilities entered into your database, you can choose one from the "Facility" drop-down. Otherwise, enter the Practice Address and Phone number. This information is required in order to move forward.

Facility, Practice Address, and Phone number fields

  1. Next, you will designate your DrFirst Practice Administrator User. This user cannot be a provider or have an NPI. This drop-down will include users that have verified email addresses, and do not have an NPI listed.
    DrFirst Practice Administrator User dropdown
  1. Now you can select your "Initial User" from the "Add Initial Users" drop-down. This drop-down will include users who have a verified email.

Add Initial Users dropdown

  1. Select the "Role" of the user. They can only be a Provider or a Clinical user, but not both.
    User Role selection
  1. If you select "Clinical", you will not need to provide any additional information, and you can select "Add."

Clinical user role selected

  1. If you select "Provider", and that provider will be e-prescribing controlled substances, select "Yes" for "E-Prescribing of Controlled Substances."
    E-Prescribing of Controlled Substances option
  1. Any information that is in the User Details will be pulled into the appropriate fields here. Add any additional information that is needed.
    1. Provider users that will not be e-prescribing controlled substances will require:
      1. Degree/Suffix
      2. NPI
      3. State Lic #
      4. State licensed in
      5. Primary Specialty
        Provider user details for non-controlled substances
    2. Provider users that will be e-prescribing controlled substances will also require:
      1. DEA Number
      2. Address
      3. City
      4. State
      5. Zip Code
  1. Once you have all the necessary information, select "Add."
  2. If you are adding a provider user, you will receive a message alerting you to the annual fee that will be charged to your payment method on file. Select "OK" to continue.
    Annual fee alert message 
  3. Repeat these steps as necessary for the users you would like to add.
  4. You will see the users you have selected on the right side.
    List of selected users 
  5. Once you have added all of your users, select "Subscribe."
  6. The DrFirst BestNotes Agreement will open. Review the agreement, and select the checkbox at the bottom to add your digital signature to the agreement.
    DrFirst BestNotes Agreement with signature checkbox
  7. You can then download a copy of the agreement for your records by selecting "Download as PDF."

Download as PDF button

  1. Then select "Continue."Continue button 
  2. Your DrFirst subscription has been submitted successfully! Once we process the associated fees you will receive an email with further instruction.


Pricing

For information regarding the fees associated with a DrFirst subscription, please visit the BestNotes Pricing page in the "Additional Services" section.

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