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• System Administrator

Initiating Your DrFirst Subscription

Navigation

1. Select "Settings" in the bottom left corner, then select "Account Details."

2. In the "Account Integrations" section, select "DrFirst."

   Note:  If there is a checkmark next to the feature, you are already subscribed.

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."

2. 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.

3. 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.

4. 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.

5. Select the "Role" of the user. They can only be a Provider or a Clinical user, but not both.

6. If you select "Clinical", you will not need to provide any additional information, and you can select "Add."

7. If you select "Provider", and that provider will be e-prescribing controlled substances, select "Yes" for "E-Prescribing of Controlled Substances."

8. 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

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

9. Once you have all the necessary information, select "Add."

10. 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.

11. Repeat these steps as necessary for the users you would like to add.

12. You will see the users you have selected on the right side.

13. Once you have added all of your users, select "Subscribe."

14. The DrFirst BestNotes Agreement will open. Review the agreement, and select the checkbox at the bottom to add your digital signature to the agreement.

15. You can then download a copy of the agreement for your records by selecting "Download as PDF."

16. Then select "Continue."

17. 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.