This guide provides an overview of the most common workflows for using the DrFirst medication management system integrated with BestNotes. 


For information regarding the Electronic Prescription of Controlled Substances (EPCS) on-boarding, please review the following articles:

EPCS Provider On-boarding : BestNotes Classic Edition 

Logical Access Control EPCS : BestNotes Classic Edition 


Accessing DrFirst

DrFirst is accessed exclusively through BestNotes via Single Sign-On (SSO). There are few different ways to launch DrFirst. 

To prescribe, manage medications, or interact with a client follow these steps:

  1. Navigate to the patient's chart in BestNotes.

  2. ePrescribe button.

Alternatively, medication management can be accessed from the Med/Clinical window:

  1. Navigate to Med/Clinical and select Meds.

  2. Manage DrFirst at the top of the window or expand a medication and select Manage Medication.

To view pending medications, previously sent prescriptions or messages coming from the pharmacy follow these steps:

  1. For Review tab from the BestNotes Calendar page.

  2. Make the appropriate selection, View Pending Medications or View Med Messages.

Video Tutorial: Accessing DrFirst

Prescribing a Medication

To prescribe medications, providers must first access DrFirst and complete the initial order details.

  1. Access DrFirst from the patient's chart by selecting the ePrescribe button.

  2. Create New Rx and search for the medication by name.

  3. Complete all required yellow fields, including patient directions and quantity.

  4. Authorize the prescription by navigating to the Prescription Summary, entering your unique signature password, and selecting Send.

Video Tutorial: Send a Prescription

Add Medication

This workflow is used for documentation purposes, such as recording a patient's intake medications, without sending a prescription.

  1. Add Medication from the patient's active medication list area.

  2. Document the medication details for record-keeping in BestNotes and the eMAR.

Video Tutorial: Add Medication

Save & Close

It is important to remember to log off of DrFirst after making any changes to Medications. Successfully logging off after medication management will ensure BestNotes and DrFirst are always up to date.

  1. Select Your Name located in the upper right corner of DrFirst.

  2. Select Save & Close.

Video Tutorial: Save and Close

Manage Pharmacies

Easily locate and save a patient's preferred pharmacy for all future prescriptions.

  1. Select the magnifying glass or Browse Pharmacy to search for a pharmacy.

  2. Fill in the pharmacy details and select Search.

  3. Select the Star from the search results to add it to the favorites list. 

Video Tutorial: Manage Pharmacy

Manage Favorites

Saving medications as favorites streamlines the prescribing process by pre-populating frequently used details.

  1. Settings Menu, navigate to Utilities, and then Manage Favorites.

  2. Add Favorite.

  1. Search the medication and fill in all the patient directions.

Video Tutorial: Manage Favorites

Prescription Summary 

The Prescription Summary provides a bird's-eye view of all pending medications requiring provider action.

  1. For Review tab on the BestNotes calendar.

  2. Review medications waiting for signature or pending transit to the pharmacy.

Video Tutorial: Prescription Summary

Managing Provider Agents

Provider Agents (such as LPNs or RNs) can order non-controlled prescriptions on behalf of a provider. The DrFirst Administrator manages these assignments.

  1. Navigate to DrFirst and select the menu at the top left of the page.

  2. Utilities, then Manage Provider Agent Assignments.

  3. User to Manage field. Select Clear to remove this and enter the name of the provider whose agents you are managing (enter the last name first).

  4. The current authorized agents will be on the left, and available providers to authorize will be on the right.

  5. Authorize button next to a user's name to add them as a Provider Agent.

Video Tutorial: Provider Agent Assignments

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