1 1000040990 2019-08-07T11:59:38-06:00 11000013865 false DrFirst 11 2020-01-08T10:36:32-07:00 1 1 2019-08-07T12:07:03-06:00 0 0 Overview Thank you for your interest in using DrFirst with BestNotes. DrFirst and BestNotes are partners, and are able to launch a DrFirst web session from BestNotes. This is a single sign-on solution, and once setup is complete, you will only need to login to BestNotes to navigate to DrFirst. Demographics and Diagnosis are managed in BestNotes and populated into DrFirst, and Medications and Allergies are managed in DrFirst and populate into BestNotes. This video is a demonstration of what you can do with DrFirst. If you have any additional questions or concerns, or to begin the signup process, email team@bestnotes.com or call 866-543-6646. 0:28 - Patient Setup 0:40 - Navigation 0:56 - Add/Manage Medications 2:56 - Review/Prescribe 4:28 - Allergies 4:48 - Problems 5:10 - Favorite Pharmacies and Medications 5:52 - Sync with BestNotes Definitions Category Search: Using therapeutic categories to find the drug you wish to prescribe Co-pay: The flat rate or dollar amount the patient will pay for his or her prescription Coinsurance: The percent the patient will pay for his or her prescription Electronic prescription: A prescription sent directly from the provider to a pharmacy through SureScripts Prescription benefit: This determines whether the patient has a prescription drug benefit Enter details screen: The screen where components of the prescription are entered, including the sig Favorite prescription: A medication that you routinely prescribe for your patients Fax prescription: A prescription sent directly to the pharmacy fax machine Formulary: A list of drugs that provide information on coverage and co-pays from the patient's insurance or health plan Formulary coverage codes: Codes which determine prescription drug benefit coverage for a particular medication, such as step therapy (ST), or prior authorization (PA) Formulary Status: The coverage status determined by a patient's health plan. A drug can have formulary or non-formulary status, or preferred status, such as P1, P2, etc. Medication: A drug that the patient is already taking Medical History: A list of medications that the patient has taken in the past; this information may be obtained from the health plan or PBM or pharmacy Prescription: An oral, written, faxed or electronic order of medication Prescription status: This status provides transmission information on the prescription you sent whether it has been received by the pharmacy Provider: A health care professional such as a MD, DO, NP, PA Refills: The number of times a prescription can be refilled at the pharmacy without requiring a new prescription Pharmacy Message: A request from the pharmacy to obtain additional refills on a prescription or receive an updated prescription Sig: Instructions for the patient on how to use or take his or her prescription, including amount and frequency <h3><span style="font-family: Arial,Helvetica,sans-serif;">Overview</span></h3><p><span style="font-family: Arial,Helvetica,sans-serif;">Thank you for your interest in using DrFirst with BestNotes. DrFirst and BestNotes are partners, and are able to launch a DrFirst web session from BestNotes. This is a single sign-on solution, and once setup is complete, you will only need to login to BestNotes to navigate to DrFirst. Demographics and Diagnosis are managed in BestNotes and populated into DrFirst, and Medications and Allergies are managed in DrFirst and populate into BestNotes.</span></p><p><br></p><p>This video is a demonstration of what you can do with DrFirst. If you have any additional questions or concerns, or to begin the signup process, email <a href="mailto:team@bestnotes.com">team@bestnotes.com</a> or call 866-543-6646.</p><p><br></p><p><span class="fr-video fr-dvi fr-draggable fr-active"><iframe width="560" height="315" src="https://www.youtube.com/embed/P1GDTZqUiiQ?rel=0" frameborder="0" allowfullscreen="" sandbox="allow-scripts allow-forms allow-same-origin allow-presentation" class="fr-draggable"></iframe></span></p><p>0:28 - Patient Setup</p><p>0:40 - Navigation</p><p>0:56 - Add/Manage Medications</p><p>2:56 - Review/Prescribe</p><p>4:28 - Allergies</p><p>4:48 - Problems</p><p>5:10 - Favorite Pharmacies and Medications</p><p>5:52 - Sync with BestNotes</p><p><br></p><h3><span style="font-family: Arial,Helvetica,sans-serif;">Definitions</span></h3><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Category Search</strong>: Using therapeutic categories to find the drug you wish to prescribe</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Co-pay</strong>: The flat rate or dollar amount the patient will pay for his or her prescription</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Coinsurance</strong>: The percent the patient will pay for his or her prescription</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Electronic prescription</strong>: A prescription sent directly from the provider to a pharmacy through SureScripts</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Prescription benefit</strong>: This determines whether the patient has a prescription drug benefit</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Enter details screen</strong>: The screen where components of the prescription are entered, including the sig</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Favorite prescription</strong>: A medication that you routinely prescribe for your patients</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Fax prescription</strong>: A prescription sent directly to the pharmacy fax machine</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Formulary</strong>: A list of drugs that provide information on coverage and co-pays from the patient's insurance or health plan</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Formulary coverage codes</strong>: Codes which determine prescription drug benefit coverage for a particular medication, such as step therapy (ST), or prior authorization (PA)</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Formulary Status</strong>: The coverage status determined by a patient's health plan. A drug can have formulary or non-formulary status, or preferred status, such as P1, P2, etc.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Medication</strong>: A drug that the patient is already taking</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Medical History</strong>: A list of medications that the patient has taken in the past; this information may be obtained from the health plan or PBM or pharmacy</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Prescription</strong>: An oral, written, faxed or electronic order of medication</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Prescription status</strong>: This status provides transmission information on the prescription you sent whether it has been received by the pharmacy</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Provider</strong>: A health care professional such as a MD, DO, NP, PA</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Refills</strong>: The number of times a prescription can be refilled at the pharmacy without requiring a new prescription</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Pharmacy Message</strong>: A request from the pharmacy to obtain additional refills on a prescription or receive an updated prescription</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><strong>Sig</strong>: Instructions for the patient on how to use or take his or her prescription, including amount and frequency</span></p> 11000013865 110 11000076126 2019-12-05T11:12:43-07:00 11003080348 1 DrFirst Overview and Definitions The overview and definitions of key terms of DrFirst and BestNotes 2 0 0 DrFirst - Overview and Definitions 2019-12-05T11:12:44-07:00 11003080348 1 2019-08-08T08:25:11-06:00 0 0 There are several ways to access DrFirst from within BestNotes. The first section shows you how to access DrFirst to manage your client and are located on the client's page, the second sections shows you how to access your medication and prescription management and are located on your calendar. In order to access DrFirst, you have to have an account created and be given the appropriate permissions. If you are not yet set up, contact your System Administrator for setup. If you are the System Administrator,  submit a ticket to BestNotes requesting to add additional staff to your DrFirst account. It is recommended best practice to manage clients prescriptions, medications and allergies from DrFirst. Access client When on the client's page, select the button in the top left corner titled "ePrescribe". This will take you to manage the clients medications in DrFirst. -OR- From the client's page, navigate to the "Med/Clinical". Select "Meds" on the left side menu. Select "Manage DrFirst". This will also take you to manage the clients medications. -OR- From the client's page, navigate to the "Med/Clinical". Select "Allergies" on the left side menu. Select "Manage Allergies". This will take you to manage the clients allergies. Manage prescriptions Navigate to the "Calendar" in the bottom left menu. Within the "For Review" tab, select "View Pending Medications" to view your Prescription Report in DrFirst. Select "View Med Messages" to view your Pharmacy Messages in DrFirst. Related Articles Manage Medications Manage Allergies <p data-identifyelement="445"><span style="font-family: Arial,Helvetica,sans-serif;">There are several ways to access DrFirst from within BestNotes. The first section shows you how to access DrFirst to manage your client and are located on the client's page, the second sections shows you how to access your medication and prescription management and are located on your calendar. In order to access DrFirst, you have to have an account created and be given the appropriate permissions. If you are not yet set up, contact your System Administrator for setup. If you are the System Administrator,  submit a ticket to BestNotes requesting to add additional staff to your DrFirst account. It is recommended best practice to manage clients prescriptions, medications and allergies from DrFirst.</span></p><h3 data-identifyelement="447"><span style="font-family: Arial,Helvetica,sans-serif;">Access client</span></h3><ol data-identifyelement="449"><li><span style="font-family: Arial,Helvetica,sans-serif;">When on the client's page, select the button in the top left corner titled "ePrescribe".<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776749/original/c1vc3v2ymxXDXLrngy20hEAzkhHt0fvQTA.png?1572548934" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051776749"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">This will take you to manage the clients medications in DrFirst.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776764/original/A8lzJiU8_lLpPLBiy_EneFR4x_2V9Nhywg.png?1572548993" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051776764"></span></li></ol><p data-identifyelement="458"><span style="font-family: Arial,Helvetica,sans-serif;"><strong>-OR-</strong></span></p><ol data-identifyelement="461"><li><span style="font-family: Arial,Helvetica,sans-serif;">From the client's page, navigate to the "Med/Clinical".<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776793/original/NCzwMvAPsgOigZ6BIsSmqeuditNlVPCCIA.png?1572549040" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051776793"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select "Meds" on the left side menu.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776830/original/Pg4krAWsh-q8y9Rjrmi1G3j42VXM--36YQ.png?1572549135" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051776830"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select "Manage DrFirst".<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776851/original/yVJ2EsMD-OGtxb6GIvy9LOrTUjegT6Qi7A.png?1572549187" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051776851"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">This will also take you to manage the clients medications.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776873/original/9eeoI9p8S0ubG4y-QR3gZWvOtjaj4kkJXw.png?1572549222" style="width: auto;" class="fr-fic fr-fil fr-dib" data-id="11051776873"></span></li></ol><p data-identifyelement="478"><span style="font-family: Arial,Helvetica,sans-serif;"><strong>-OR-</strong></span></p><ol data-identifyelement="481"><li><span style="font-family: Arial,Helvetica,sans-serif;">From the client's page, navigate to the "Med/Clinical".<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776888/original/5CVjZNs_NF5zNPBVE5IBhnhCtj39Gsq5oA.png?1572549240" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051776888"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select "Allergies" on the left side menu.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776937/original/Mw9ayoz5Od1IMT3joznE_ePSTmIwiLxOTA.png?1572549315" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051776937"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><span>Select "Manage Allergies".<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051776953/original/LPh2bZfeaM8E0H_GPfxxrLkvcWvoiROlrw.png?1572549371" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051776953"></span></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><span>This will take you to manage the clients allergies.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051777147/original/BeR7WVdBsJV5PhhcBamSI9EmuuT2RNoY3Q.png?1572549680" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051777147"></span></span></li></ol><h3 data-identifyelement="498"><span style="font-family: Arial,Helvetica,sans-serif;">Manage prescriptions</span></h3><ol data-identifyelement="500"><li><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to the "Calendar" in the bottom left menu.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051777201/original/hJe3VKgF2AtNbv2ftc5D3Ay_hw9N1oZy1g.png?1572549761" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051777201"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Within the "For Review" tab, select "View Pending Medications" to view your Prescription Report in DrFirst.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051777268/original/kmW2tFZeThGhxLhBgNDZjlyCbRaahK-Rkw.png?1572549868" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051777268"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select "View Med Messages" to view your Pharmacy Messages in DrFirst.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051777323/original/0dO4jh5U0rMPKHi3Wa1Oos6anhTcRAU1og.png?1572549950" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11051777323"></span></li></ol><h4 data-identifyelement="513"><span style="font-family: Arial,Helvetica,sans-serif;">Related Articles</span></h4><p data-identifyelement="514"><span style="font-family: Arial,Helvetica,sans-serif;">Manage Medications</span></p><p data-identifyelement="515"><span style="font-family: Arial,Helvetica,sans-serif;">Manage Allergies</span></p><p data-identifyelement="516"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span><br></p> 11000013865 44 11000076164 2019-11-04T10:12:04-07:00 11003080348 2 Navigate to DrFirst from BestNotes How to Navigate to DrFirst from BestNotes to manage client prescriptions, allergies and pharmacies. 2 0 0 Navigate to DrFirst 2019-12-05T08:54:15-07:00 11003080348 1 2020-03-30T14:35:35-06:00 0 0 Level of Assurance 2 (LOA2) Level of Assurance 2, or LOA2 is an identity proofing standard that satisfies surescripts requirements for e-prescribing. In order for a provider account to be authenticated by the Surescripts standard, each provider will need to go through an Identity Proofing (IDP) process. Once a provider completes this IDP process, their e-prescribing account may be activated. Providers will NOT need to bind a token to their account for Level of Assurance 2. It is important to note that if a provider is going to be on-boarding for EPCS, they will not need to complete the Surescripts IDP process. This will instead go through a similar IDP process involving setting up their passphrase and binding their EPCS token. If this is the process you need, you can use the EPCS Provider On-boarding. Provider IDP Process Once the IDP invite has been sent to you (the provider) by BestNotes Support, you will get a system generated email from infinidadmin@drfirst.com. This document is intended to be used as a guide through the IDP process. You will need to access your email and open the IDP Invitation email. Within the email, there is a link to select to begin the IDP process. If for any reason this link is not working, request a new invite by reaching out to BestNotes Support or call 1-866-543-6646. When you select the link, the InfinID application will open and you will see a notification that their organization has requested them to complete the identity proofing. To move forward, select "Next." Then you will be presented with a prerequisites page. Having a personal credit card during this process is not required, but can help with passing IDP as Experian uses financial history to verify a provider's identity. They will NOT be charged for IDP. When ready, select "Continue." You will then need to accept the InfinID Terms of Use. Check the box and select "I Accept" to continue. You will now need to enter some personal information, which Experian will use to verify your identity. All required fields are noted with a red asterisk. When entering "Date of Birth," select the calendar icon and then select the year, followed by month, then the day. Make sure when entering the address, you leave out any special characters. For example, if you live at "1 E. Main St Apt. 204" you should enter it as "1 E Main St Apt 204" without any periods. It is important to enter your mobile number. If Experian can verify that it is a mobile number, and you are the primary account holder, they will send a text message with the IDP transaction number. If you do not enter your mobile number, or it cannot be verified, Experian will mail you a letter with your IDP transaction number which can take 3-5 business days to arrive. Entering a credit card number can greatly increase the changed of passing IDP. It must be VISA or MasterCard, and must be a personal credit card. Only the first 8 digits are required and no charges will be applied. After entering all personal information and selecting continue, you should be presented with 3 security questions pertaining to financial history. Select any applicable answers and select "Continue." If the questions are answered correctly, you will be notified that your identity has been successfully verified. Assuming you entered your mobile number and Experian could verify it, you would have received a text message with the transaction number. You can enter the transaction number on the screen to complete identity proofing. The transaction number within the text message is only valid for seven days. If you do not receive a text message, Experian will mail a letter with the IDP transaction number which can take 3-5 business days to arrive. The transaction number within the letter is only valid for 30 days. You will also receive a confirmation email that Experian has verified your identity. Within this email is a link to select which will allow you to enter your transaction number either from the text message or mailed letter. Upon selecting the link, you will be prompted to enter your Experian transaction number. After entering your transaction number, you will receive a confirmation email. You will now need to log into DrFirst to activate your account. <h3 data-identifyelement="469">Level of Assurance 2 (LOA2)</h3><p data-identifyelement="470">Level of Assurance 2, or LOA2 is an identity proofing standard that satisfies surescripts requirements for e-prescribing. In order for a provider account to be authenticated by the Surescripts standard, each provider will need to go through an Identity Proofing (IDP) process. Once a provider completes this IDP process, their e-prescribing account may be activated. Providers will NOT need to bind a token to their account for Level of Assurance 2.</p><p data-identifyelement="471">It is important to note that if a provider is going to be on-boarding for EPCS, they will not need to complete the Surescripts IDP process. This will instead go through a similar IDP process involving setting up their passphrase and binding their EPCS token. If this is the process you need, you can use the <a href="https://help.bestnotes.com/support/solutions/articles/11000084009-drfirst-epcs-provider-on-boarding">EPCS Provider On-boarding</a>.</p><h4 data-identifyelement="472">Provider IDP Process</h4><p data-identifyelement="473">Once the IDP invite has been sent to you (the provider) by BestNotes Support, you will get a system generated email from infinidadmin@drfirst.com. This document is intended to be used as a guide through the IDP process.</p><ol data-identifyelement="474"><li>You will need to access your email and open the IDP Invitation email. Within the email, there is a link to select to begin the IDP process. If for any reason this link is not working, request a new invite by reaching out to <a href="https://help.bestnotes.com/support/tickets/new">BestNotes Support</a> or call 1-866-543-6646.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057253569/original/7AKqABcIk9gVm0s91UsCsMK2LN6E_3AkIA.png?1585601734" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057253569"></li><li>When you select the link, the InfinID application will open and you will see a notification that their organization has requested them to complete the identity proofing. To move forward, select "Next."<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057253657/original/XBnbiZHKHpXhrp2XoV6KymFm0Wf4t_CSKQ.png?1585601796" style="width: 680px;" class="fr-fic fr-fil fr-dib fr-bordered" data-id="11057253657"></li><li>Then you will be presented with a prerequisites page. Having a personal credit card during this process is not required, but can help with passing IDP as Experian uses financial history to verify a provider's identity. They will NOT be charged for IDP. When ready, select "Continue."<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057253722/original/HdhHGhXYthMVEgZReql8lj2rBkNf2HwdxQ.png?1585601866" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057253722"></li><li>You will then need to accept the InfinID Terms of Use. Check the box and select "I Accept" to continue.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057253765/original/oasPt0pcxaq5sxsDDUTpX3dg8NQxAyeg4A.png?1585601960" style="width: 680px;" class="fr-fic fr-fil fr-dib fr-bordered" data-id="11057253765"></li><li>You will now need to enter some personal information, which Experian will use to verify your identity. All required fields are noted with a red asterisk.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057254011/original/v7cml_jCq-qAj961V1EAPpdKEUDexgSLQg.png?1585602366" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057254011"><ul><li>When entering "Date of Birth," select the calendar icon and then select the year, followed by month, then the day.</li><li>Make sure when entering the address, you leave out any special characters. For example, if you live at "1 E. Main St Apt. 204" you should enter it as "1 E Main St Apt 204" without any periods.</li><li>It is important to enter your mobile number. If Experian can verify that it is a mobile number, and you are the primary account holder, they will send a text message with the IDP transaction number. If you do not enter your mobile number, or it cannot be verified, Experian will mail you a letter with your IDP transaction number which can take 3-5 business days to arrive.</li><li>Entering a credit card number can greatly increase the changed of passing IDP. It must be VISA or MasterCard, and must be a personal credit card. Only the first 8 digits are required and no charges will be applied.</li></ul></li><li>After entering all personal information and selecting continue, you should be presented with 3 security questions pertaining to financial history. Select any applicable answers and select "Continue."<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057254044/original/5Mzs4M_QsIeGQwUvww3aXoTtjNnw3HCSpw.png?1585602420" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057254044"></li><li>If the questions are answered correctly, you will be notified that your identity has been successfully verified. Assuming you entered your mobile number and Experian could verify it, you would have received a text message with the transaction number. You can enter the transaction number on the screen to complete identity proofing.<br><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">The transaction number within the text message is only valid for seven days.</span></span></td></tr></tbody></table><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057254109/original/EN0Yjz1GIzNykA48tOC8v7xzpi185NJ__Q.png?1585602499" style="width: 680px;" class="fr-fic fr-fil fr-dib fr-bordered" data-id="11057254109">If you do not receive a text message, Experian will mail a letter with the IDP transaction number which can take 3-5 business days to arrive.<table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">The transaction number within the letter is only valid for 30 days.</span> <br></span></td></tr></tbody></table></li><li>You will also receive a confirmation email that Experian has verified your identity. Within this email is a link to select which will allow you to enter your transaction number either from the text message or mailed letter.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057254179/original/Tg6yd2GpRmKct6PmublZzqZLA8ze-cpk2w.png?1585602574" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057254179"></li><li>Upon selecting the link, you will be prompted to enter your Experian transaction number.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057254317/original/iw72dfyROdqze4y9I67d7F0jjNF09cjDpw.png?1585602832" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057254317"></li><li>After entering your transaction number, you will receive a confirmation email. You will now need to log into DrFirst to activate your account.</li></ol><p><br><br></p> 11000013865 0 11000084430 2020-03-31T14:59:36-06:00 11003080348 3 DrFirst Identity Proofing Steps a provider will need to take to complete DrFirst Identity Proofing to ePrescribe non-controlled substances. through DrFirst. 2 0 0 DrFirst - Level of Assurance 2 (Identity Proofing Process) 2020-03-31T14:59:36-06:00 11003080348 1 2020-03-18T09:36:00-06:00 0 0 Now that our team has set up your DrFirst subscription, you will need to complete your EPCS Identity Proofing. This document will walk your through the steps for completing this. You can also use our EPCS Identity Proofing Checklist. Provider Invite and Identity Proofing You will receive an invite from DrFirst (DO-NOT-REPLY-EPCS@epcsdrfirst.com). As the provider, you must follow the instructions in this email in order to complete the EPCS registration process, which includes the IDP Process (Identity Proofing) and activating token devices. If you are unable to find the email, check your junk/spam folder. In the email, a link will appear in step 1 of the directions. Select "Click to Register" link in order to begin the EPCS registration process.The invite email also contains an "Invite ID". It is recommended to save the email with this ID in the case that you are unable to complete the process and have to re-access this information later. This link will take you to the following page where your NPI number and Invite ID will be pre-populated in the "I have an Invite " box. You may need to scroll down and to the right in order to find these boxes as some browsers, such as Internet Explorer, do not condense information at the top of the page. Confirm that these fields are correct, and select the orange "Proceed" button.  DO NOT START THIS PROCESS WITHOUT YOUR EPCS TOKEN. Even if you complete the IDP process, you cannot complete the last step without your token present. Upon logging in successfully, the first step will be to accept the "Terms of Use". Once the "Terms of Use" have been accepted, the next screen will present a temporary password. This allows you to resume the IDP session if you exit for any reason, and should be recorded before proceeding. This temporary password can only be used if IDP has been passed but you have yet to bind a token. If the IDP session needs to be exited and completed later, this password can be used to access the session within 24 hours. To use this password, select the original invite link and enter the password. Be aware of the prerequisites of the EPCS Gold IDP process and select "Continue". Then, accept the InfinID "Terms of Use". User Registration Next, you must fill in all required fields on the user registration page marked with a red asterisk (*). Refer to the screenshot of this form for a typical view of the form. Required (*) NPI - This will be pre-populated. First/Last Name - These fields will be pre-populated. Email Address - Must match the email where you received the EPCS Invite. DEA Number - When entering your DEA number, please use all capital letters. For example, "AA1234567" and not "aa1234567." Enter your primary DEA number, not a specialty DEA or DEA for prescribing addiction medications. Date of Birth - Select the calendar icon and select your birth year followed by the month and then day. This will ensure it is correctly formatted. Address - Enter the address related to your financial records. This is typically a home address. Do not input any special characters within the address field. SSN - Social Security Number. Optional (but recommended) Mobile Phone Number - While this is not required, if you enter a mobile phone number that Experian can verify, you will receive a text message with a confirmation code instead of a physical letter. This will speed up the IDP process. Credit Card Number - While this is not required, this can increase the chances of passing IDP. Enter a personal credit card that is either a "Visa" or "MasterCard." You will NOT be charged; Experian requires only the first 8 digits. Mobile phone number and credit card number are not required, but it is STRONGLY recommended that you complete both of these fields as they can prevent identity proofing failures. Additionally, the "Driver's License State", "Driver's License Number", and "Residential Phone Number" are not required. If you enter your "Driver's License Number", please put the class of the license at the end of the number. Once all fields in the User Registration have been filled out, select "I agree". You will then be required to answer 3-4 security questions pertaining to your financial history. If you are not presented with IDP questions, this could be due to a number of different factors. These include, but are not limited to, a security freeze or fraud alert on your accounts. Instead of these questions, you will see a message that informs you of unsuccessful identity proofing. Based on the answers to the questions presented, combined with the initial information entered by you on the "User Registration" screen, Experian will determine whether or not you have successfully passed IDP. If you fail IDP, you must start the IDP process over. If you fail 3 times, you cannot attempt IDP again for 24 hours. This will automatically lock the account for a full 24 hours. Once IDP has been completed successfully, you will receive a confirmation that your identity has been successfully verified on the next screen and will be required to complete registration steps. Registering Tokens The first registration section asks you to register your EPCS token(s). In order to do this, the hard token from DrFirst is required. A soft token can also be registered to your account. The soft token is added through the "VIP Access" mobile app (by Symantec), which can be downloaded onto a smartphone or tablet from the app store. It is STRONGLY recommended that you have both a hard and soft token attached to your account. You will need a token every time you send a controlled prescription electronically and thus will need to access your EPCS Gold account each time. If you only have one token on your account that is lost, stolen, dies, or is otherwise inaccessible (including getting a new phone), you will not be able to access your account. This means that your account will need to be DISABLED, and you will be required to complete IDP again from the beginning. To begin, click the orange "Add New Token" button. The following information will need to be entered per token: Token Manufacturer - Symantec Token Issuer - DrFirst Token Type - OTP HARD TOKEN (Key fob) or OTP SOFT TOKEN (VIP Access) Token Name - Nickname for the token to help identify it (Ex. "Iphone token", "Key fob", etc) Serial Number or Credential ID - The Serial Number (S/N) is on the back of the hard token. The Credential ID appears on the VIP Access app One TIme Passcode (OTP) - The nubmer generated on the hard token or the "Security Code" from the VIP Access app Once all of the required fields have been entered, select the "Save New Token" button. Upon successfully registering a token you will see a message that confirms that token was added. You may save additional tokens or select "Continue" to proceed. Creating a Passphrase A passphrase must be created for the account. This passphrase will be used to access the account and when a controlled substance is electronically prescribed. The passphrase will need to be entered twice. The passphrase must be at least 8 characters long, be mixed case, and contain at least one number. A security question and security answer (case sensitive) will need to be entered as well. This will be used in the even the passphrase is forgotten. You will only need to remember your security answer. DrFirst strongly recommends that the passphrase and security question/answer are written down to be stored in a secure location. DrFirst CANNOT reset a passphrase. The passphrase can only be reset by correctly answering your security question. In the even that the passphrase is forgotten and cannot be reset, your account must be DISABLED, and you will be required to complete IDP again from the beginning. When the "Passphrase", "Security Question" and "Security Answer" have been entered, select "Continue" to move forward. Experian Transaction Number Once the IDP steps have been completed as outlined in the previous pages, the next screen displays a field to enter in the "Experian Transaction Number." This step must be completed for the Experian process to be completed. This number will arrive immediately via SMS text message or in 5-6 business days by USPS mail. If you must navigate away from this screen, it is safe to do so at this time. Experian sends an email congratulating you on completing identity proofing. Within this email is a link to enter the transaction number at a later time. SMS Text Message Experian will attempt to match the mobile number (if entered) to the home address to verify that you are the primary account holder for the phone plan. This "Experian Transaction Number" can be entered on the screen to complete EPCS enrollment. If you are expecting an SMS text message with your transaction number that you have yet to receive, please contact DrFirst Support to have the text message resent. As mentioned, an email link is sent to return the user to the screen to enter the transaction number at a later time. The text message is only valid for 7 days. Once expired, a provider will have to go through IDP again. USPS Mail If a mobile phone number was not entered, or if Experian is unable to verify that the user is the primary account holder for the mobile phone number, Experian will send a letter via USPS mail containing the number. This typically takes 5-6 business days. Once the letter arrives, the user should access the IDP confirmation email and select the link to enter the "Experian Transaction Number." After selecting the link, enter the "Experian Transaction Number", passphrase, and pin from a token. Then select the "Submit" button. At this point, enrollment is complete. However, you will need to work with an administrator to have your EPCS account activated before you can begin e-prescribing controlled substances. This can be done by using the instructions in the EPCS Logical Access Control. Re-Authentication If you are already an active EPCS prescriber and are trying to on-board for EPCS at another organization, your account can be re-authenticated by leveraging your existing credentials. This prevents you from re-doing IDP for each organization that you are a part of. Once you have been invited for the new organization, follow the next steps. Once you receive the invite from DrFirst, select the "Click to Register" link within the email. If you are unable to find the email, check your junk/spam folder. Within the "I have an invite" section, select the orange "Proceed" button. Accept the "Terms of Use." You will then be prompted to re-authenticate yourself by leveraging your existing credentials. Make sure to choose the "Use my existing authentication credentials" option, to prevent having to complete identity proofing again from the beginning. Finally, you will enter your existing passphrase, choose a token, enter the one-time pin (OTP), and select the "Submit" button. At this point, enrollment at the new organization is complete. However, you will need to work with an administrator to have your EPCS account activated before you can begin e-prescribing controlled substances for this additional organization. This can be done by using the instructions in the EPCS Logical Access Control. <p>Now that our team has set up your DrFirst subscription, you will need to complete your EPCS Identity Proofing. This document will walk your through the steps for completing this. You can also use our <a href="https://help.bestnotes.com/support/solutions/articles/11000084027-drfirst-epcs-identity-proofing-checklist" rel="noreferrer" target="_blank">EPCS Identity Proofing Checklist</a>.</p><h3>Provider Invite and Identity Proofing</h3><p>You will receive an invite from DrFirst (DO-NOT-REPLY-EPCS@epcsdrfirst.com).</p><p>As the provider, you must follow the instructions in this email in order to complete the EPCS registration process, which includes the IDP Process (Identity Proofing) and activating token devices. If you are unable to find the email, check your junk/spam folder.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243683/original/vXYVLshs5CDYanE7G-TXTddB8IfcLgb6xg.png?1585587646" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057243683"></p><ol><li>In the email, a link will appear in step 1 of the directions. Select "Click to Register" link in order to begin the EPCS registration process.The invite email also contains an "Invite ID". It is recommended to save the email with this ID in the case that you are unable to complete the process and have to re-access this information later.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243847/original/kCpMGstjERqFeL626SaFDc9RdcN2IEcHpg.png?1585587947" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057243847"></li><li>This link will take you to the following page where your NPI number and Invite ID will be pre-populated in the "I have an Invite " box. You may need to scroll down and to the right in order to find these boxes as some browsers, such as Internet Explorer, do not condense information at the top of the page. Confirm that these fields are correct, and select the orange "Proceed" button.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243869/original/3rAOP34PJznOBxsMS3HLW1a44I5Mvibpiw.png?1585587997" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057243869"><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34);"><div style="text-align: left;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;"> DO NOT START THIS PROCESS WITHOUT YOUR EPCS TOKEN. Even if you complete the IDP process, you cannot complete the last step without your token present.</span> <br></span></div></td></tr></tbody></table></li><li>Upon logging in successfully, the first step will be to accept the "Terms of Use".<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243917/original/xJXI_FWj2CCCiZ00yl4xHI6H7ytr4db8cA.png?1585588095" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057243917"></li><li>Once the "Terms of Use" have been accepted, the next screen will present a temporary password. This allows you to resume the IDP session if you exit for any reason, and should be recorded before proceeding.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057244414/original/bhbbAdNMuY-H4fK63FqF5sKaixbHfto4vA.png?1585588786" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057244414"><table class="fr-no-borders" style="width: 100%; margin: 10px 0px 10px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(195, 242, 233);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057147677/original/jfpWL1oTNTuyYEsgDLpslZM2K9FCWQh6yA.png?1585259331" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11057147677"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(195, 242, 233); vertical-align: middle;"><div style="text-align: left;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">This temporary password can only be used if IDP has been passed but you have yet to bind a token. If the IDP session needs to be exited and completed later, this password can be used to access the session within 24 hours. To use this password, select the original invite link and enter the password.</span> <br></span></div></td></tr></tbody></table></li><li>Be aware of the prerequisites of the EPCS Gold IDP process and select "Continue".<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057244454/original/kAkVSXol6Tq6jTJX3qYZZY-rc37L7vHEDw.png?1585588832" style="width: 680px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11057244454"></li><li>Then, accept the InfinID "Terms of Use".<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057244541/original/cL36yxA3XvfQbR9uvkX3WOxoPHFVkpJT0w.png?1585588933" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057244541"></li></ol><h4>User Registration</h4><p>Next, you must fill in all required fields on the user registration page marked with a red asterisk (*). Refer to the screenshot of this form for a typical view of the form.</p><p><em>Required (*)</em></p><ul><li><strong>NPI</strong> - This will be pre-populated.</li><li><strong>First/Last Name</strong> - These fields will be pre-populated.</li><li><strong>Email Address</strong> - Must match the email where you received the EPCS Invite.</li><li><strong>DEA Number</strong> - When entering your DEA number, please use all capital letters. For example, "AA1234567" and not "aa1234567." Enter your primary DEA number, not a specialty DEA or DEA for prescribing addiction medications.</li><li><strong>Date of Birth</strong> - Select the calendar icon and select your birth year followed by the month and then day. This will ensure it is correctly formatted.</li><li><strong>Address</strong> - Enter the address related to your financial records. This is typically a home address. Do not input any special characters within the address field.</li><li><strong>SSN</strong> - Social Security Number.</li></ul><p><em>Optional (but recommended)</em></p><ul><li><strong>Mobile Phone Number</strong> - While this is not required, if you enter a mobile phone number that Experian can verify, you will receive a text message with a confirmation code instead of a physical letter. This will speed up the IDP process.</li><li><strong>Credit Card Number</strong> - While this is not required, this can increase the chances of passing IDP. Enter a personal credit card that is either a "Visa" or "MasterCard." You will <em>NOT</em> be charged; Experian requires only the first 8 digits.</li></ul><table class="fr-no-borders" style="width: 100%; margin: 10px 0px 10px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(195, 242, 233);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057147677/original/jfpWL1oTNTuyYEsgDLpslZM2K9FCWQh6yA.png?1585259331" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11057147677"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(195, 242, 233); vertical-align: middle;"><div style="text-align: left;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">Mobile phone number and credit card number are not required, but it is STRONGLY recommended that you complete both of these fields as they can prevent identity proofing failures.</span> <br></span></div></td></tr></tbody></table><p>Additionally, the "Driver's License State", "Driver's License Number", and "Residential Phone Number" are not required. If you enter your "Driver's License Number", please put the class of the license at the end of the number.</p><ol><li>Once all fields in the User Registration have been filled out, select "I agree".<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057244661/original/e_O_hPproNpE1o5racq2ogCdFGhrbJiQIQ.png?1585589087" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057244661"></li><li>You will then be required to answer 3-4 security questions pertaining to your financial history.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057244725/original/VbiMKuy1dTfSYWxF34UHIYhWnDzW8eFzdg.png?1585589156" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057244725"><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><p style="text-align: left;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">If you are not presented with IDP questions, this could be due to a number of different factors. These include, but are not limited to, a security freeze or fraud alert on your accounts. Instead of these questions, you will see a message that informs you of unsuccessful identity proofing.</span> <br></span></p></td></tr></tbody></table></li><li>Based on the answers to the questions presented, combined with the initial information entered by you on the "User Registration" screen, Experian will determine whether or not you have successfully passed IDP. If you fail IDP, you must start the IDP process over. <strong>If you fail 3 times, you cannot attempt IDP again for 24 hours.</strong> This will automatically lock the account for a full 24 hours.</li><li>Once IDP has been completed successfully, you will receive a confirmation that your identity has been successfully verified on the next screen and will be required to complete registration steps.</li></ol><h4>Registering Tokens</h4><p>The first registration section asks you to register your EPCS token(s). In order to do this, the hard token from DrFirst is required.</p><p>A soft token can also be registered to your account. The soft token is added through the "VIP Access" mobile app (by Symantec), which can be downloaded onto a smartphone or tablet from the app store.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057244989/original/JTj4amoEC09flOJhzRaz-qKSV32NnoVthw.png?1585589492" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057244989"></p><table class="fr-no-borders" style="width: 100%; margin: 10px 0px 10px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(195, 242, 233);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057147677/original/jfpWL1oTNTuyYEsgDLpslZM2K9FCWQh6yA.png?1585259331" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11057147677"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(195, 242, 233); vertical-align: middle;"><div style="text-align: left;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">It is STRONGLY recommended that you have both a hard and soft token attached to your account. You will need a token every time you send a controlled prescription electronically and thus will need to access your EPCS Gold account each time.</span> <br></span></div></td></tr></tbody></table><p>If you only have one token on your account that is lost, stolen, dies, or is otherwise inaccessible (including getting a new phone), you will not be able to access your account. This means that your account will need to be DISABLED, and you will be required to complete IDP again from the beginning.</p><ol><li>To begin, click the orange "Add New Token" button.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057245108/original/N5d-tK_C0IiF978bTnFs7cP3TNdtX9BnVQ.png?1585589590" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057245108"></li><li>The following information will need to be entered per token:<ul><li><strong>Token Manufacturer</strong> - Symantec</li><li><strong>Token Issuer</strong> - DrFirst</li><li><strong>Token Type</strong> - OTP HARD TOKEN (Key fob) or OTP SOFT TOKEN (VIP Access)</li><li><strong>Token Name</strong> - Nickname for the token to help identify it (Ex. "Iphone token", "Key fob", etc)</li><li><strong>Serial Number or Credential ID</strong> - The Serial Number (S/N) is on the back of the hard token. The Credential ID appears on the VIP Access app</li><li><strong>One TIme Passcode (OTP)</strong> - The nubmer generated on the hard token or the "Security Code" from the VIP Access app<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057245153/original/x70TBa5Dai5ch7qDxzAHL1-7ytQ0Vm4h6w.png?1585589651" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057245153"></li></ul></li><li>Once all of the required fields have been entered, select the "Save New Token" button. Upon successfully registering a token you will see a message that confirms that token was added. You may save additional tokens or select "Continue" to proceed.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057245233/original/xQXEpmjVxU8-KaXnsZi8XzGHqJ_rdzWZIg.png?1585589750" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057245233"></li></ol><h4>Creating a Passphrase</h4><p>A passphrase must be created for the account. This passphrase will be used to access the account and when a controlled substance is electronically prescribed.</p><ol><li>The passphrase will need to be entered twice. The passphrase must be at least 8 characters long, be mixed case, and contain at least one number.</li><li>A security question and security answer (case sensitive) will need to be entered as well. This will be used in the even the passphrase is forgotten. You will only need to remember your security answer.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057245310/original/ggU3Rv9RaLAkexmxba2BQd58Bkhk9IX8qA.png?1585589845" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057245310"><table class="fr-no-borders" style="width: 100%; margin: 10px 0px 10px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(195, 242, 233);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057147677/original/jfpWL1oTNTuyYEsgDLpslZM2K9FCWQh6yA.png?1585259331" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11057147677"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(195, 242, 233); vertical-align: middle;"><div style="text-align: left;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">DrFirst strongly recommends that the passphrase and security question/answer are written down to be stored in a secure location. DrFirst CANNOT reset a passphrase. The passphrase can only be reset by correctly answering your security question. In the even that the passphrase is forgotten and cannot be reset, your account must be DISABLED, and you will be required to complete IDP again from the beginning.</span> <br></span></div></td></tr></tbody></table></li><li>When the "Passphrase", "Security Question" and "Security Answer" have been entered, select "Continue" to move forward.</li></ol><h3>Experian Transaction Number</h3><p>Once the IDP steps have been completed as outlined in the previous pages, the next screen displays a field to enter in the "Experian Transaction Number." This step must be completed for the Experian process to be completed. This number will arrive immediately via SMS text message or in 5-6 business days by USPS mail.</p><p>If you must navigate away from this screen, it is safe to do so at this time. Experian sends an email congratulating you on completing identity proofing. Within this email is a link to enter the transaction number at a later time.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057245366/original/xgQ-8V1izkxN_Ngl5Q74Pcj4L1aWhsWAfw.png?1585589921" style="width: 680px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11057245366"></p><h4>SMS Text Message</h4><p>Experian will attempt to match the mobile number (if entered) to the home address to verify that you are the primary account holder for the phone plan. This "Experian Transaction Number" can be entered on the screen to complete EPCS enrollment.</p><p>If you are expecting an SMS text message with your transaction number that you have yet to receive, please contact DrFirst Support to have the text message resent.</p><p>As mentioned, an email link is sent to return the user to the screen to enter the transaction number at a later time.</p><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><div style="text-align: left;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">The text message is only valid for 7 days. Once expired, a provider will have to go through IDP again.</span> <br></span></div></td></tr></tbody></table><h4>USPS Mail</h4><p>If a mobile phone number was not entered, or if Experian is unable to verify that the user is the primary account holder for the mobile phone number, Experian will send a letter via USPS mail containing the number. This typically takes 5-6 business days.</p><ol><li>Once the letter arrives, the user should access the IDP confirmation email and select the link to enter the "Experian Transaction Number."<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057245403/original/9_a3y8g1NhY-Hvj_9m77kezoD28QdAT46Q.png?1585589990" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057245403"></li><li>After selecting the link, enter the "Experian Transaction Number", passphrase, and pin from a token. Then select the "Submit" button.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057245427/original/qaPH7eQPVzcyRkzraVT1j2du5IkJYlDmxg.png?1585590031" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057245427"></li></ol><p>At this point, enrollment is complete. However, you will need to work with an administrator to have your EPCS account activated before you can begin e-prescribing controlled substances. This can be done by using the instructions in the <a href="https://help.bestnotes.com/support/solutions/articles/11000084418-drfirst-logical-access-control-lac-" rel="noreferrer" target="_blank">EPCS Logical Access Control</a>.</p><h3>Re-Authentication</h3><p>If you are already an active EPCS prescriber and are trying to on-board for EPCS at another organization, your account can be re-authenticated by leveraging your existing credentials. This prevents you from re-doing IDP for each organization that you are a part of.</p><p>Once you have been invited for the new organization, follow the next steps.</p><ol><li>Once you receive the invite from DrFirst, select the "Click to Register" link within the email. If you are unable to find the email, check your junk/spam folder.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057245516/original/hMrCP15pWGc8TbFT1HORX9KmGx7fWwg3eA.png?1585590158" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11057245516"></li><li>Within the "I have an invite" section, select the orange "Proceed" button.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057249103/original/8r5x1_j6NKt2K0w0PRLv70L1KIM6fB-d1Q.png?1585595287" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11057249103"></li><li>Accept the "Terms of Use."</li><li>You will then be prompted to re-authenticate yourself by leveraging your existing credentials. Make sure to choose the "Use my existing authentication credentials" option, to prevent having to complete identity proofing again from the beginning.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057249130/original/mj8JSlqz7ZV_-FIXeBJ2HxhZPbrafvWsbQ.png?1585595348" style="width: 680px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11057249130"></li><li>Finally, you will enter your existing passphrase, choose a token, enter the one-time pin (OTP), and select the "Submit" button.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057249141/original/jtAH9NRvZePFahyBYiqMc_3LrRP8TQRHNQ.png?1585595389" style="width: 680px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11057249141"></li></ol><p>At this point, enrollment at the new organization is complete. However, you will need to work with an administrator to have your EPCS account activated before you can begin e-prescribing controlled substances for this additional organization. This can be done by using the instructions in the <a href="https://help.bestnotes.com/support/solutions/articles/11000084418-drfirst-logical-access-control-lac-" rel="noopener noreferrer" target="_blank">EPCS Logical Access Control</a>.</p><p><br><br></p> 11000013865 0 11000084009 2020-03-31T15:09:40-06:00 11003080348 4 EPCS Provider On-boarding Steps a provider will need to take to complete EPCS Identity Proofing to prescribe controlled substances through DrFirst. 2 0 0 DrFirst - EPCS Provider On-boarding 2020-03-31T15:09:40-06:00 11003080348 1 2020-03-18T13:37:59-06:00 0 0 ☐ Hard or soft EPCS Token - You cannot complete IDP without a token. Hard token - Provided by DrFirst. Soft Token - VIP Access smartphone/tablet app by Symantec. ☐ Remove any securtiy/credit freezes from your credit accounts by contacting Experian. Instructions on how to remove these freezes/alerts can be found at www.experian.com under "Credit Report Assistance". IDP cannot be passed if there is any protection on your credit accounts. ☐ Obtain your free EXPERIAN credit report from www.annualcreditreport.com. Identity proofing questions are formulated based upon credit history. This includes but is not limited to, questions about home/auto loans, bank account information, places of residency, etc. Having your credit report available can assist in correctly answering those questions in order to successfully completed IDP. ☐ A valid personal credit card (VISA or MasterCard ONLY) - Not required but STRONGLY recommended. Only the first 8 digits are required. It CANNOT be a business credit card or personal debit card. ☐ Valid personal phone number (Residential or Cellular - Must be associated with home address). If you enter a mobile number, and Experian can verify you are the primary account holder for the phone, you may receive a text message with your IDP transaction ID instantly, as opposed to a letter via USPS mail that takes about 3-5 business days to arrive. ☐ Social Security Number. ☐ DEA number and state - DO NOT USE a narcotics addiction DEA number (NADEAN). ☐ An idea for a passphrase/password that is a minimum of 8 characters with at least one capital letter, one lowercase letter and a number. A passphrase is necessaryfor the two-factor authentication required for sending controlled scripts. It is HIGHLY recommended that you write down the passphrase and save it in a secure location. ☐ An idea for a security question and answer (necessary for resetting your passphrase/password). Example: Mother's maident name or make/model of your first car. Security answers are case sensitive. <div>☐ Hard or soft EPCS Token - You cannot complete IDP without a token.<br><ul><li>Hard token - Provided by DrFirst.</li><li>Soft Token - VIP Access smartphone/tablet app by Symantec.</li></ul>☐ Remove any securtiy/credit freezes from your credit accounts by contacting Experian.<br><ul><li>Instructions on how to remove these freezes/alerts can be found at <a href="http://www.experian.com" rel="noreferrer">www.experian.com</a> under "Credit Report Assistance".</li></ul><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">IDP cannot be passed if there is any protection on your credit accounts.</span> <br></span></td></tr></tbody></table>☐ Obtain your free <strong>EXPERIAN</strong> credit report from <a href="http://www.annualcreditreport.com" rel="noreferrer">www.annualcreditreport.com</a>.<br><ul><li>Identity proofing questions are formulated based upon credit history. This includes but is not limited to, questions about home/auto loans, bank account information, places of residency, etc. Having your credit report available can assist in correctly answering those questions in order to successfully completed IDP.</li></ul>☐ A valid personal credit card (VISA or MasterCard ONLY) - Not required but STRONGLY recommended.<br><ul><li>Only the first 8 digits are required.</li><li>It CANNOT be a business credit card or personal debit card.</li></ul>☐ Valid personal phone number (Residential or Cellular - Must be associated with home address).<br><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">If you enter a mobile number, and Experian can verify you are the primary account holder for the phone, you may receive a text message with your IDP transaction ID instantly, as opposed to a letter via USPS mail that takes about 3-5 business days to arrive.</span> <br></span></td></tr></tbody></table>☐ Social Security Number.<br>☐ DEA number and state - DO NOT USE a narcotics addiction DEA number (NADEAN).<br>☐ An idea for a passphrase/password that is a minimum of 8 characters with at least one capital letter, one lowercase letter and a number.<br><ul><li>A passphrase is necessaryfor the two-factor authentication required for sending controlled scripts.</li><li>It is <strong>HIGHLY</strong> recommended that you write down the passphrase and save it in a secure location.</li></ul>☐ An idea for a security question and answer (necessary for resetting your passphrase/password).<br><ul><li><em>Example</em>: Mother's maident name or make/model of your first car.</li><li>Security answers are case sensitive.</li></ul></div><p><br><br></p> 11000013865 2 11000084027 2020-03-31T15:03:47-06:00 11003080348 5 EPCS Identity Proofing Checklist A checklist DrFirst providers can use in the process for EPCS Identity Proofing. 2 0 0 DrFirst - EPCS Identity Proofing Checklist 2020-03-31T15:03:47-06:00 11003080348 1 2020-03-30T09:57:26-06:00 0 0 Provider's grant status Through the DrFirst application, the practice administrator and a validating provider must be present to authorize a provider for EPCS and change the provider's grant status to active. If you don't have an administrative provider for EPCS, then you will need to contact BestNotes Support to set that up. The administrator must navigate to DrFirst from BestNotes The administrator will then select the hamburger menu in the top left of the screen, and select "Utilities." From the Utilities page, select "Logical Access Control (LAC) Activate providers for EPCS." This link will launch the administrator into the Logical Access Control (LAC) screen. This screen will list only providers who are enrolled, meaning that they have completed the IDP process with Experian, activated their token(s), and entered their Experian Transaction Number. Any providers with an inactive grant will be listed first. This screen will display no more than 50 providers, so if you cannot find the provider you wish to activate, search for him/her at the top of the page. Next the administrator will need to change the EPCS Grant to "Active" for any providers that need authorization to electronically prescribe controlled substances. Find the provider desired, and select "Active" within the "Grant" column. Next, the administrator will enter their first and last name into the "Granting Administrator" section on the Logical Access Control page. This acknowledges that the administrator confirms the provider has valid licenses. Once that is completed, the validating provider will need to identify themselves on the Logical Access Control screen by entering their NPI number. The validating provider can be any provider that has an EPCS Status of "ENROLLED." This could be the provider currently being activated, another provider within the practice, or a provider at any practice who is "ENROLLED" with EPCS Gold. The validating provider will choose the OTP token they wish to use from the drop-down box, enter his/her passphrase, and enter the OTP from the token. Once all of the information has been entered, the validating provider will select "Authorize." This will activate their EPCS grant, and they can begin prescribing controlled substances. If necessary, it is possible for the administrator to see the history of providers that have gone through this process via the "Logical Access Control Activity Report." Auditable Event Alerts Any time there is a grant status change, meaning a provider's grant status has changed from "Inactive" to "Active" or vice versa, an automatic report is generated and sent to the provider's email. Per DEA requirements, this report is sent for a provider to have for auditing purposes. Within the Logical Access Control (LAC) screen, an administrator can view the "Auditable Event Alert Report" from the top toolbar. Additionally, the "Logical Access Control Activity Report" shows Logical Access Control activity. An administrator is also able to add other uses to receive the "Auditable Event Alert Report" by selecting "Alert Email Configuration" and adding the user emails. This is an example of the email a provider will receive. This is a sample of the CSV file attached to the above email. Thank you for choosing to use BestNotes and our integration with DrFirst. If you have any questions or concerns, reach out to our BestNotes Support or call 866-543-6646. <h4 data-identifyelement="466">Provider's grant status</h4><p data-identifyelement="467">Through the DrFirst application, the practice administrator and a validating provider must be present to authorize a provider for EPCS and change the provider's grant status to active. If you don't have an administrative provider for EPCS, then you will need to contact <a href="https://help.bestnotes.com/support/tickets/new">BestNotes Support</a> to set that up.</p><ol data-identifyelement="469"><li>The administrator must navigate to DrFirst from BestNotes</li><li>The administrator will then select the hamburger menu in the top left of the screen, and select "Utilities."<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057240645/original/2fpgbW8j60_8f4acVmiq3r53h64B42aKKA.png?1585583883" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057240645"></li><li>From the Utilities page, select "Logical Access Control (LAC) <em>Activate providers for EPCS</em>."<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057241139/original/PWYTAKb3PiUL8R474qLiRpAVDPF9Gyu1Og.png?1585584373" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057241139"></li><li>This link will launch the administrator into the Logical Access Control (LAC) screen. This screen will list only providers who are enrolled, meaning that they have completed the IDP process with Experian, activated their token(s), and entered their Experian Transaction Number. Any providers with an inactive grant will be listed first.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057241770/original/TcAGBOI9-0fzhHv8k7WIx9LDgKfPc6PXcg.png?1585585218" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057241770"><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><p style="text-align: left;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">This screen will display no more than 50 providers, so if you cannot find the provider you wish to activate, search for him/her at the top of the page.</span></span></p></td></tr></tbody></table></li><li>Next the administrator will need to change the EPCS Grant to "Active" for any providers that need authorization to electronically prescribe controlled substances. Find the provider desired, and select "Active" within the "Grant" column.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057242018/original/9rIQ91FvAx-2DBaeh0JOu5OD4DH28LZ2Ow.png?1585585417" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057242018"></li><li>Next, the administrator will enter their first and last name into the "Granting Administrator" section on the Logical Access Control page. This acknowledges that the administrator confirms the provider has valid licenses.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057242934/original/lQ27X4guRqt4_Jz-SEjbyPtT0lhxkV0dSA.png?1585586720" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057242934"></li><li>Once that is completed, the <em>validating provider</em> will need to identify themselves on the Logical Access Control screen by entering their NPI number. The validating provider can be any provider that has an EPCS Status of "ENROLLED." This could be the provider currently being activated, another provider within the practice, or a provider at any practice who is "ENROLLED" with EPCS Gold.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243003/original/su8A_DIG4Wdaml48Uqnz7zWiy47T6gywGw.png?1585586821" style="width: auto;" class="fr-fic fr-fil fr-dib" data-id="11057243003"></li><li>The validating provider will choose the OTP token they wish to use from the drop-down box, enter his/her passphrase, and enter the OTP from the token.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243080/original/wEDz3qMUAl93qKVqTYg9QaEVEBMAIr18Ag.png?1585586912" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057243080"></li><li>Once all of the information has been entered, the validating provider will select "Authorize." This will activate their EPCS grant, and they can begin prescribing controlled substances.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243203/original/xif9QKcISwvWVNARuBErcpKMGQQt56gzXw.png?1585587061" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057243203"></li></ol><p data-identifyelement="499">If necessary, it is possible for the administrator to see the history of providers that have gone through this process via the "Logical Access Control Activity Report."<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243265/original/_OsWOmeSjtfIWpojBb-RlO5-epcz7ZKK0w.png?1585587146" style="width: 680px;" class="fr-fic fr-fil fr-dib" data-id="11057243265"></p><h4 data-identifyelement="501">Auditable Event Alerts</h4><p data-identifyelement="502">Any time there is a grant status change, meaning a provider's grant status has changed from "Inactive" to "Active" or vice versa, an automatic report is generated and sent to the provider's email. Per DEA requirements, this report is sent for a provider to have for auditing purposes.</p><p data-identifyelement="503">Within the Logical Access Control (LAC) screen, an administrator can view the "Auditable Event Alert Report" from the top toolbar. Additionally, the "Logical Access Control Activity Report" shows Logical Access Control activity. An administrator is also able to add other uses to receive the "Auditable Event Alert Report" by selecting "Alert Email Configuration" and adding the user emails.</p><p data-identifyelement="504"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243286/original/qIpUMbEacwMdbfXUxTfmYOQxSd1igDz_WQ.png?1585587196" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057243286"></p><p data-identifyelement="506">This is an example of the email a provider will receive.</p><p data-identifyelement="507"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243352/original/Pn15kWosbgtz2VDf-k10my0S8j1gaedCzg.png?1585587282" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057243352"></p><p data-identifyelement="509">This is a sample of the CSV file attached to the above email.</p><p data-identifyelement="510"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11057243392/original/4u04NSLJ_lbfJp4E0XFs5Wu-f15Vz4cwWQ.png?1585587346" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-id="11057243392"></p><p data-identifyelement="512">Thank you for choosing to use BestNotes and our integration with DrFirst. If you have any questions or concerns, reach out to our <a href="https://help.bestnotes.com/support/tickets/new" rel="noreferrer" target="_blank">BestNotes Support</a> or call 866-543-6646.</p><p><br><br></p> 11000013865 0 11000084418 2020-03-31T15:00:23-06:00 11003080348 6 Logical Access Control EPCS Activating a provider for EPCS by setting the provider's grant status to active. Managing and auditing providers grant status for DrFirst. 2 0 0 DrFirst - Logical Access Control (LAC) 2020-03-31T15:00:23-06:00 11003080348 1 2019-08-12T09:40:06-06:00 1 0 The Patient Information Screen is considered an individual patient's "homepage", where you can access the patient's basic information through these DrFirst widgets: Demographics Medications Allergies Problems Pending Prescriptions This document will show you a brief overview of where to find and how you can interact with the following information: Practice Information Patient Demographic Information Encounter Information Pharmacy Information Prescription Benefit Pharmacy Messages Create New Prescription Medications Allergies Diagnoses/Problems Prescription Management This information can be found from any page by selecting the patient's name in the context bar in the top left corner (see Figure 1-1). Figure 1-1. Patient's name in the context bar. Practice information You will find the name of the location you are prescribing from in the top right hand corner (see Figure 1-2). If you are connected to multiple locations, you will have the option to click on the location name and select the location you are looking for from the drop-down presented. Be sure to review this prior to prescribing for your patient to ensure the correct practice information displays on the prescription heading. Figure 1-2. Location. Patient demographic information Within the "Patient" widget, you will see various demographic fields for the patient (see Figure 1-3). These items will all be imported from BestNotes, and will be managed from BestNotes. Items that you will see displayed here include First Name, Last Name, Sex, DOB, Home Phone, and Address. Other information displayed will include height, and weight. The height and weight should be recorded in BestNotes and in DrFirst, as this information is not connected between the two programs. Figure 1-3. Patient Widget. Encounter information Managing a patient's encounter information should be recorded within BestNotes. Pharmacy information The pharmacy information is located in the Patient Widget (see Figure 1-4). The drop down box holds information for up to five pharmacies for the patient. Here you can easily search for new pharmacies and remove pharmacies that are no longer needed. You can also obtain pharmacy information such as NCPDP (pharmacy license number), address, phone and fax. Figure 1-4. Pharmacy information in the patient widget. Prescription benefit Prescription benefit information is obtained from SureScripts and payer claims data. If a patient has multiple plans, select the correct benefit plan by clicking on the drop down arrow within prescription benefit. A patient's prescription benefit information allows DrFirst to alert users on medications that are on or off formulary and offer on-formulary alternatives when applicable. Figure 1-5. Prescription benefit. Pharmacy messages Pharmacy messages are electronic requests generated by a pharmacy (see Figure 1-6). These could be refill requests for the patient once his or her medication refills have been completed, change requests, or cancellation acknowledgments. Pharmacy messages can be accessed from the Calendar tab in BestNotes (see Figure 1-7), or by selecting the pharmacy message icon on the top right of the screen (see Figure 1-8) in DrFirst. Figure 1-6. Pharmacy Messages. Figure 1-7. Access pharmacy messages from BestNotes calendar tab. Figure 1-8. Pharmacy messages icon. Create new prescription You can quickly search for a medication to write a prescription manually by selecting the "Create New Prescription" button (see Figure 1-9), or you can utilize your favorites list to select a previously favored medication. Figure 1-9. Create a new prescription. Medications Within the medications section, any active medications for a patient will be displayed (see Figure 1-10). You can quickly manage medications by adding in a new medication, starting or stopping a medication, or even renewing or prescribing a medication. Figure 1-10. Medication widget. Allergies Within the allergies section, you can document a patient's allergies or adverse reactions to medications. Figure 1-11. Allergies widget. Diagnoses/Problems This section shows you the diagnoses that were entered into BestNotes. The diagnoses in DrFirst is only for display (see Figure 1-12). In addition, you will be able to select a diagnoses within the "Prescribe Medication" widget and the diagnosis will be placed on the prescription (see Figure 1-13). Figure 1-12. Diagnosis widget. Figure 1-13. Select diagnosis when creating a prescription. Prescription management The prescription management widget will display any pending prescriptions for a patient. This is where a provider or provider agent will send prescriptions. Figure 1-14. Prescription management widget. <p><span style="font-family: Arial,Helvetica,sans-serif;">The Patient Information Screen is considered an individual patient's "homepage", where you can access the patient's basic information through these DrFirst widgets:</span></p><ul><li><span style="font-family: Arial,Helvetica,sans-serif;">Demographics</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Medications</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Allergies</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Problems</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Pending Prescriptions</span></li></ul><p><span style="font-family: Arial,Helvetica,sans-serif;">This document will show you a brief overview of where to find and how you can interact with the following information:</span></p><ul><li><span style="font-family: Arial,Helvetica,sans-serif;">Practice Information</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Patient Demographic Information</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Encounter Information</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Pharmacy Information</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Prescription Benefit</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Pharmacy Messages</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Create New Prescription</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Medications</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Allergies</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Diagnoses/Problems</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Prescription Management</span></li></ul><p><span style="font-family: Arial,Helvetica,sans-serif;">This information can be found from any page by selecting the patient's name in the context bar in the top left corner (see Figure 1-1).</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048684833/original/-Bzyda7xHfEJg8fsRDV-RvBY1JSDY4VP1Q.png?1565638040" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048684833/original/-Bzyda7xHfEJg8fsRDV-RvBY1JSDY4VP1Q.png?1565638040" data-fileid="11048684833" data-uniquekey="1565637537398" style="width: 640px;" alt="Patient Information Screen"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-1. Patient's name in the context bar.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Practice information</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">You will find the name of the location you are prescribing from in the top right hand corner (see Figure 1-2). If you are connected to multiple locations, you will have the option to click on the location name and select the location you are looking for from the drop-down presented. Be sure to review this prior to prescribing for your patient to ensure the correct practice information displays on the prescription heading.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048684774/original/mrMW0edLivc-EkgXVHxBGiSopGkLNKy59Q.png?1565637982" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048684774/original/mrMW0edLivc-EkgXVHxBGiSopGkLNKy59Q.png?1565637982" data-fileid="11048684774" data-uniquekey="1565637537398" style="width: 640px;" alt="Practice Location"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-2. Location.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Patient demographic information</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Within the "Patient" widget, you will see various demographic fields for the patient (see Figure 1-3). These items will all be imported from BestNotes, and will be managed from BestNotes. Items that you will see displayed here include First Name, Last Name, Sex, DOB, Home Phone, and Address. Other information displayed will include height, and weight. The height and weight should be recorded in BestNotes and in DrFirst, as this information is not connected between the two programs.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872618/original/o6jzDHTK1lybUvtJfQADGRyNRp39QkE0CQ.png?1565991069" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872618/original/o6jzDHTK1lybUvtJfQADGRyNRp39QkE0CQ.png?1565991069" data-fileid="11048872618" data-uniquekey="1565991039930" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-3. Patient Widget.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Encounter information</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Managing a patient's encounter information should be recorded within BestNotes.</span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Pharmacy information</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">The pharmacy information is located in the Patient Widget (see Figure 1-4). The drop down box holds information for up to five pharmacies for the patient. Here you can easily search for new pharmacies and remove pharmacies that are no longer needed. You can also obtain pharmacy information such as NCPDP (pharmacy license number), address, phone and fax.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872698/original/MsecE4-IJAGjqyZv88-Se1O5fupVlQxFrw.png?1565991202" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872698/original/MsecE4-IJAGjqyZv88-Se1O5fupVlQxFrw.png?1565991202" data-fileid="11048872698" data-uniquekey="1565991039930" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-4. Pharmacy information in the patient widget.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Prescription benefit</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Prescription benefit information is obtained from SureScripts and payer claims data. If a patient has multiple plans, select the correct benefit plan by clicking on the drop down arrow within prescription benefit. A patient's prescription benefit information allows DrFirst to alert users on medications that are on or off formulary and offer on-formulary alternatives when applicable.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872915/original/DqEO_s01xhi0yRAgP-eMQaLnXLggyIbaYQ.png?1565991765" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872915/original/DqEO_s01xhi0yRAgP-eMQaLnXLggyIbaYQ.png?1565991765" data-fileid="11048872915" data-uniquekey="1565991039930"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-5. Prescription benefit.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Pharmacy messages</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Pharmacy messages are electronic requests generated by a pharmacy (see Figure 1-6). These could be refill requests for the patient once his or her medication refills have been completed, change requests, or cancellation acknowledgments. Pharmacy messages can be accessed from the Calendar tab in BestNotes (see Figure 1-7), or by selecting the pharmacy message icon on the top right of the screen (see Figure 1-8) in DrFirst.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873122/original/8qdRBX_2melRYcQ22G2uvpS2ztMx_smvfQ.png?1565992294" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873122/original/8qdRBX_2melRYcQ22G2uvpS2ztMx_smvfQ.png?1565992294" data-fileid="11048873122" data-uniquekey="1565992163152" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-6. Pharmacy Messages.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873070/original/AE96EfM8o-Av5ksT8julZBPPteYqTsDVEg.png?1565992169" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873070/original/AE96EfM8o-Av5ksT8julZBPPteYqTsDVEg.png?1565992169" data-fileid="11048873070" data-uniquekey="1565992163152" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-7. Access pharmacy messages from BestNotes calendar tab.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873115/original/vOfW8PE1zZpe-F6HfSpkHXluMMfYxMJmTw.png?1565992269" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873115/original/vOfW8PE1zZpe-F6HfSpkHXluMMfYxMJmTw.png?1565992269" data-fileid="11048873115" data-uniquekey="1565992163152"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-8. Pharmacy messages icon.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Create new prescription</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">You can quickly search for a medication to write a prescription manually by selecting the "Create New Prescription" button (see Figure 1-9), or you can utilize your favorites list to select a previously favored medication.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873170/original/-SVKpn25DO36ey_gMs4C4Baz4sL-eT61jA.png?1565992408" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873170/original/-SVKpn25DO36ey_gMs4C4Baz4sL-eT61jA.png?1565992408" data-fileid="11048873170" data-uniquekey="1565992163152"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-9. Create a new prescription.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Medications</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Within the medications section, any active medications for a patient will be displayed (see Figure 1-10). You can quickly manage medications by adding in a new medication, starting or stopping a medication, or even renewing or prescribing a medication.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051928234/original/nC88jE6P-_kkGoe-D0ooCmMtsGegW4uR9g.png?1572976089" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11051928234"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-10. Medication widget.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Allergies</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Within the allergies section, you can document a patient's allergies or adverse reactions to medications.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872667/original/itutK6wCy6nDj1bephcR7Sqcx5OA-FQM_w.png?1565991148" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872667/original/itutK6wCy6nDj1bephcR7Sqcx5OA-FQM_w.png?1565991148" data-fileid="11048872667" data-uniquekey="1565991039930"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-11. Allergies widget.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Diagnoses/Problems</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">This section shows you the diagnoses that were entered into BestNotes. The diagnoses in DrFirst is only for display (see Figure 1-12). In addition, you will be able to select a diagnoses within the "Prescribe Medication" widget and the diagnosis will be placed on the prescription (see Figure 1-13).</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872875/original/I9WkI21mHP07Q9Ozy4B_EU5E_LyaZWUxmQ.png?1565991659" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872875/original/I9WkI21mHP07Q9Ozy4B_EU5E_LyaZWUxmQ.png?1565991659" data-fileid="11048872875" data-uniquekey="1565991039930"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-12. Diagnosis widget.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873206/original/yqtPIt5atVfWk4jjkqnlWEZDs0jc-dgFUw.png?1565992532" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048873206/original/yqtPIt5atVfWk4jjkqnlWEZDs0jc-dgFUw.png?1565992532" data-fileid="11048873206" data-uniquekey="1565992525494" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-13. Select diagnosis when creating a prescription.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Prescription management</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">The prescription management widget will display any pending prescriptions for a patient. This is where a provider or provider agent will send prescriptions.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872795/original/7fmsgVUcNOTklhPYskOeTNVq-V_rTz8UZQ.png?1565991446" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048872795/original/7fmsgVUcNOTklhPYskOeTNVq-V_rTz8UZQ.png?1565991446" data-fileid="11048872795" data-uniquekey="1565991039930" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-14. Prescription management widget.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span><br></p> 11000013865 258 11000076263 2019-12-05T08:55:46-07:00 11003080348 7 DrFirst Patient Information Screen Basic navigation to start using DrFirst. BestNotes, Best, Notes, DrFirst, Manage DrFirst, ePrescribing, ePrescribe, Medication, Pharmacy Messages, Pharmacy, Dosage, Prescription, Diagnosis 2 1 0 DrFirst - Patient Information Screen 2019-12-05T08:55:46-07:00 11003080348 1 2019-10-29T09:20:39-06:00 0 0 All allergies entered into DrFirst will be pulled into BestNotes. Allergies entered into BestNotes will not be pulled into DrFirst. It is recommended best practice to manage all allergies in DrFirst. The following instructions will be executed from DrFirst Patient Summary, and will outline 4 methods to add allergies. Add allergy If you have yet to add allergies for your patient, a notification will display at the top of the screen. No allergies Select "Mark patient NKDA." Confirm NKDA. Allergy entry will display as "No Known Drug Allergies (NKDA)." If you have previously selected NKDA and you now need to list a specific allergen, once you have added the new allergen the NKDA will automatically be removed. Common allergy Select the add symbol within the allergies section. Enter Allergy into the "Allergen" search text field. Select the allergy from the list. Select Allergy from the "Matching Allergen/Group." Non-drug related allergy Select "Add Allergy." Search for non-drug related allergy in the search box and select allergy (or enter on keyboard). Select "Enter Free Text..." link to add allergy. If yellow exclamation icon displays next to an allergy, this indicates that DrFirst cannot conduct a drug-allergy check because the allergy was entered as free text. Add allergy details Below "Allergen" in the "Reaction(S)" text field, begin typing the desired reactions. If there is a matching reaction, select that reaction, Otherwise type in desired reaction, and select "Add." Once selected, the reaction will display within the "Selected Reaction(S)" area. Select "Severity" from drop-down. Enter "Onset Date" if applicable. Select "Save" Allergy will now display. Repeat steps for each allergy. <p>All allergies entered into DrFirst will be pulled into BestNotes. Allergies entered into BestNotes will <em>not</em> be pulled into DrFirst. It is recommended best practice to manage all allergies in DrFirst. The following instructions will be executed from DrFirst Patient Summary, and will outline 4 methods to add allergies.</p><h3>Add allergy</h3><p>If you have yet to add allergies for your patient, a notification will display at the top of the screen.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051988644/original/HSIcJJ7UukYrbdlmonu0s6hW5-jIDcP0lg.png?1573075358" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11051988644" style="width: 640px;"></p><h4>No allergies</h4><ol><li>Select "Mark patient NKDA."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054811092/original/AIjmJej573OEyePYePMLSN8BUSsVSvfkQQ.png?1580139297" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054811092"></li><li>Confirm NKDA.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051989017/original/EvY1QOKp_j-ub0YwR7_7G_aHAd5UF9Qp7g.png?1573075990" style="width: 640px;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11051989017"></li><li>Allergy entry will display as "No Known Drug Allergies (NKDA)."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054811128/original/3cpdn6rtMq1BsMJFArY7ZcdzpSE4LopYYQ.png?1580139326" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054811128"></li></ol><p>If you have previously selected NKDA and you now need to list a specific allergen, once you have added the new allergen the NKDA will automatically be removed.</p><h4>Common allergy</h4><ol><li>Select the add symbol within the allergies section.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054816431/original/3wryEIB0KlDjnhj8NXjt2SVInwPjVXxrig.png?1580145084" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054816431"></li><li>Enter Allergy into the "Allergen" search text field.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054812367/original/yxaPx7NcrUBvGMgH68_kGjMkvGRq2RtaTg.png?1580140529" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054812367"></li><li>Select the allergy from the list.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054812378/original/a0d9dDTVpZDK0dXNTgwml6FbU9a44H9MGQ.png?1580140553" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054812378"></li><li>Select Allergy from the "Matching Allergen/Group."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054813413/original/rzJhxYZccZHNEO9oMEiyOjAjSfJS4jv8Rw.png?1580141776" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054813413"></li></ol><h4>Non-drug related allergy</h4><ol><li>Select "Add Allergy."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051991151/original/FS4SSD2C0guRFBwkfekjYF1IE9RtbmFI4g.png?1573079301" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11051991151"></li><li>Search for non-drug related allergy in the search box and select allergy (or enter on keyboard).<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054812548/original/uKDurSFDkMmDBu-HV9rlr9lVcwgwthblyA.png?1580140761" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054812548"></li><li>Select "Enter Free Text..." link to add allergy.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054812577/original/BuW_6MAszQ6hpLC_ep-neoBRlQBKkzR-LQ.png?1580140812" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054812577"></li></ol><table class="fr-no-borders" style="width: 100%;"><tbody><tr><td style="width: 6.4067%; text-align: center; vertical-align: bottom; background-color: rgb(255, 184, 34); border-radius: 5px 0px 0px 5px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054816306/original/RHNk2Cg1rhUvMnKmbJDXV_AykWrSc0pwMA.png?1580144878" style="width: 24px;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11054816306"></span></td><td style="width: 93.454%; background-color: rgb(255, 184, 34); border-radius: 0px 5px 5px 0px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">If yellow exclamation icon displays next to an allergy, this indicates that DrFirst cannot conduct a drug-allergy check because the allergy was entered as free text.</span> <br></span></td></tr></tbody></table><h3>Add allergy details</h3><ol><li>Below "Allergen" in the "Reaction(S)" text field, begin typing the desired reactions. If there is a matching reaction, select that reaction, Otherwise type in desired reaction, and select "Add."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054813592/original/EgGaTk3nDlfhkU1D5KwQRr6qho-840zogQ.png?1580141970" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054813592"></li><li>Once selected, the reaction will display within the "Selected Reaction(S)" area.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054813554/original/8VxJDdABNj1wo_23oWKBZyehnNsGLD4DFA.png?1580141952" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054813554"></li><li>Select "Severity" from drop-down.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054813544/original/YM1wr0rV6RXwXIDpA3XoLS4GGLViakMINQ.png?1580141941" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054813544"></li><li>Enter "Onset Date" if applicable.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054813713/original/-Bz1VUjemVnMEgRxNBaovFp68HHm9OvrGQ.png?1580142067" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054813713"></li><li>Select "Save"<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054813773/original/CSWHR-2h61wjpPQjJdZ7MN378_IkW0BLIw.png?1580142108" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054813773"></li><li>Allergy will now display.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054813799/original/u4a60Zs9zoEVhmg0GeKQPxC_RAGv6T5faw.png?1580142139" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054813799"></li><li>Repeat steps for each allergy.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054816240/original/CMaX3rwiOsGfA-5kcUKGzIYI01M9t2Cv5A.png?1580144805" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054816240"></li></ol><p><br><br></p> 11000013865 33 11000078949 2020-02-12T13:00:08-07:00 11003080348 8 Add allergies in DrFirst. How to add allergies in DrFirst. 2 0 0 DrFirst - Add Allergies 2020-02-12T13:00:08-07:00 11003080348 1 2019-11-12T08:43:33-07:00 0 0 All allergies entered into DrFirst will be pulled into BestNotes. Allergies entered into BestNotes will not be pulled into DrFirst. It is recommended best practice to manage all allergies in DrFirst. The following instructions will be executed from DrFirst Patient Summary, and will show how to review and manage activation and deletion of allergies. Manage allergies Display Options You can choose how you would like the allergies to display by hovering over "Filters" in the top left corner of the allergies widget. This will display as "All", "Active" or "Inactive." Selecting the icon in to upper right corner toggles between an edit and read-only view of the allergy panel. Edit view Read-only view Individual allergy management You can manage a single allergy by selecting the action you would like to perform from the ellipsis next to the specific allergy. This allows you to make an allergy inactive, modify the allergy or delete the allergy. Clicking anywhere in an allergy cell provides a screen where the onset date can be reviewed and you have the option to modify, make inactive or delete the allergy. To activate an inactive allergy, select the ellipses on the inactive allergy and select "Make Active." Bulk action allergy management Once you have entered allergies for the patient, you can mark the allergies as reviewed by clicking the check box in the bottom right corner of the allergies widget. Once the allergies have been reviewed, you will see a message that says who last reviewed those allergies and the date and time it was completed. You can select more than one, or all allergies by selecting the check boxes next to the allergies and delete multiple allergies at one time. <p>All allergies entered into DrFirst will be pulled into BestNotes. Allergies entered into BestNotes will <em>not</em> be pulled into DrFirst. It is recommended best practice to manage all allergies in DrFirst. The following instructions will be executed from DrFirst Patient Summary, and will show how to review and manage activation and deletion of allergies.</p><h3>Manage allergies</h3><h4>Display Options</h4><p>You can choose how you would like the allergies to display by hovering over "Filters" in the top left corner of the allergies widget. This will display as "All", "Active" or "Inactive."<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166132/original/cP7Qqpd8pnq_ebsnrPbMerChz05fkKZSuQ.png?1580854589" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055166132"></p><p>Selecting the icon in to upper right corner toggles between an edit and read-only view of the allergy panel.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166411/original/DhgobE15kBdCm3Jwb1FbPo6Fes1POfCb0g.png?1580854948" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055166411"></p><h5>Edit view</h5><h5><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166412/original/Mn1w8P8I4VG7TLC0EvwgE-RuwkJKG3bX_A.png?1580854955" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055166412"></h5><h5>Read-only view</h5><h4>Individual allergy management</h4><p>You can manage a single allergy by selecting the action you would like to perform from the ellipsis next to the specific allergy. This allows you to make an allergy inactive, modify the allergy or delete the allergy.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166441/original/4yi-cRcFKYtYa0ZQH3GprOfdqEgamzrQ_w.png?1580855027" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055166441"></p><p>Clicking anywhere in an allergy cell provides a screen where the onset date can be reviewed and you have the option to modify, make inactive or delete the allergy.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166451/original/UUnAWn52dMYZb5YiZOc49AAPP-pisWKUxw.png?1580855052" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055166451"></p><p>To activate an inactive allergy, select the ellipses on the inactive allergy and select "Make Active."</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166739/original/sWalK7JQ-0QSC3jJtH0MwEDU5NvswFOdzw.png?1580855422" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055166739"></p><h4>Bulk action allergy management</h4><p>Once you have entered allergies for the patient, you can mark the allergies as reviewed by clicking the check box in the bottom right corner of the allergies widget.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166895/original/KqYCAfdyhpjCVpNu7Kl0XEyYs_ZpnYtZhQ.png?1580855583" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055166895"></p><p>Once the allergies have been reviewed, you will see a message that says who last reviewed those allergies and the date and time it was completed.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166566/original/HD8I1_IgRO4o7xGhpXLg5h-isgmBCcCWAw.png?1580855235" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11055166566"></p><p>You can select more than one, or all allergies by selecting the check boxes next to the allergies and delete multiple allergies at one time.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055166483/original/V1tNQZAnpK71GMu8cBlg7Y76ql1PqrXBhg.png?1580855112" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11055166483"></p><p><br><br></p> 11000013865 23 11000079354 2020-02-12T13:00:08-07:00 11003080348 9 Managing allergies in DrFirst. How to manage allergies in DrFirst. These allergies will pull into BestNotes. 2 0 0 DrFirst - Manage Allergies 2020-02-12T13:00:08-07:00 11003080348 1 2019-11-11T13:21:57-07:00 0 0 To send electronic prescriptions within DrFirst, you will need to have the patient's pharmacy selected. You can save up to five pharmacies for a patient. The following instructions will be executed from DrFirst Patient summary, will show you how to add a pharmacy, and how to add a mail order pharmacy. Terms to know Practice List: contains only those pharmacies located within the first three digits of the practice's ZIP code. Favorites List: contains only the pharmacies that the individual user has previously selected to be in his or her favorites list. All Lists: contains all available pharmacies in the DrFirst database (default option). (C): Indicates the pharmacy accespts controlled substance prescriptions electronically. (E): Indicates the pharmacy accepts electronic prescriptions. (R): Indicates the pharmacy is a retail pharmacy (SP): Indicates the pharmacy is a specialty pharmacy (MO): Indicates the pharmacy is a mail order pharmacy (24): Indicates the pharmacy is open 24 hours (LTC): Indicates the pharmacy is a long term care pharmacy (IH): Indicates the pharmacy is an in house dispensing pharmacy Manage pharmacy Add pharmacy If you have not added a pharmacy, a notification will display at the top of the screen.  Select "Pharmacy Search" icon within the "Patient" widget. Select the pharmacy list you would like to search. See Terms to know for definitions. Enter the search criteria for the pharmacy. Select "Search". This will display a list of pharmacies within your search criteria. Select the row to add the pharmacy to the patient's record. Be sure to verify the pharmacy type, see Terms to know for definitions. The pharmacy will now display on the "Patient Info Screen" in the "Pharmacy" drop-down list. Send to mail order pharmacy Select the "Mail Order" option for the pharmacy type. Select the desired pharmacy that indicated (MO) within the "Type" column. This pharmacy will now display on the "Patient Info Screen" in the "Pharmacy" drop-down list. Pharmacy details Once a pharmacy has been added, you can view pharmacy details by selecting the "View Pharmacy Details" icon. You can also remove a pharmacy by selecting the "Remove Patient Pharmacy" icon. <p><span style="font-family: Arial,Helvetica,sans-serif;">To send electronic prescriptions within DrFirst, you will need to have the patient's pharmacy selected. You can save up to five pharmacies for a patient. The following instructions will be executed from DrFirst Patient summary, will show you how to add a pharmacy, and how to add a mail order pharmacy.</span></p><h3><span style="font-family: Arial,Helvetica,sans-serif;">Terms to know</span></h3><ul><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>Practice List</em>: contains only those pharmacies located within the first three digits of the practice's ZIP code.</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>Favorites List</em>: contains only the pharmacies that the individual user has previously selected to be in his or her favorites list.</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>All Lists</em>: contains all available pharmacies in the DrFirst database (default option).</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>(C)</em>: Indicates the pharmacy accespts controlled substance prescriptions electronically.</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>(E)</em>: Indicates the pharmacy accepts electronic prescriptions.</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>(R)</em>: Indicates the pharmacy is a retail pharmacy</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>(SP)</em>: Indicates the pharmacy is a specialty pharmacy</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>(MO)</em>: Indicates the pharmacy is a mail order pharmacy</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>(24)</em>: Indicates the pharmacy is open 24 hours</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>(LTC)</em>: Indicates the pharmacy is a long term care pharmacy</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;"><em>(IH)</em>: Indicates the pharmacy is an in house dispensing pharmacy</span></li></ul><h3><span style="font-family: Arial,Helvetica,sans-serif;">Manage pharmacy</span></h3><h4><span style="font-family: Arial,Helvetica,sans-serif;">Add pharmacy</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">If you have not added a pharmacy, a notification will display at the top of the screen. </span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052154613/original/S8E0gjW_p5XjpXO2d4HgL5iCywRenuRoRQ.png?1573505390" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052154613"></span></p><ol><li><span style="font-family: Arial,Helvetica,sans-serif;">Select "Pharmacy Search" icon within the "Patient" widget.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052154914/original/LHSkKElby4xxYmlYGi4XGnLq6F1YgyRiAg.png?1573505912" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052154914"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select the pharmacy list you would like to search. See Terms to know for definitions.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052154972/original/0bbLabhJPuRfwd6cufK1EcTyfmITZLYPFg.png?1573505992" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052154972"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Enter the search criteria for the pharmacy.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052155039/original/xVTZ_aUQZV6YnBFliww7G859LU31uOQT9Q.png?1573506131" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052155039"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select "Search".<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052155081/original/Wi88SamxhywKxL4Qajix0v5MKKyluvwLqQ.png?1573506195" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052155081"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">This will display a list of pharmacies within your search criteria. Select the row to add the pharmacy to the patient's record. Be sure to verify the pharmacy type, see Terms to know for definitions.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052155876/original/t8Zn7A1T-AaIwrWkcOZUyH2ac2KcOiPXeQ.png?1573507573" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052155876"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">The pharmacy will now display on the "Patient Info Screen" in the "Pharmacy" drop-down list.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052155463/original/fsEtN8cdlMfCzy8GEWKNm6ThHCOhDSn82g.png?1573506784" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052155463"></span></li></ol><h4><span style="font-family: Arial,Helvetica,sans-serif;">Send to mail order pharmacy</span></h4><ol><li><span style="font-family: Arial,Helvetica,sans-serif;">Select the "Mail Order" option for the pharmacy type.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052156040/original/1LUT3TuriUd1BNxwGedmCQ6aT-dKG0geYg.png?1573507907" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052156040"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select the desired pharmacy that indicated (MO) within the "Type" column.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052156082/original/zG1eBNku_kkFyXbNDZ_69mtDdIkm34-f3g.png?1573508029" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052156082"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">This pharmacy will now display on the "Patient Info Screen" in the "Pharmacy" drop-down list.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052156098/original/Zazoy41d4fhx14QVbBi0JtyFdIcgmGlKpQ.png?1573508081" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052156098"></span></li></ol><h4><span style="font-family: Arial,Helvetica,sans-serif;">Pharmacy details</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Once a pharmacy has been added, you can view pharmacy details by selecting the "View Pharmacy Details" icon.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052186056/original/ACqKeeXx8DenGpva_6WYC4istqS25IFmBQ.png?1573570142" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052186056"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052186096/original/STKPbJdrDPDaUNh0juqSbTdoU9zaVE6wwg.png?1573570171" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052186096"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;">You can also remove a pharmacy by selecting the "Remove Patient Pharmacy" icon.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052186117/original/O0JjVfSoKvWVwtF-Cc28nd3p1m5e4gZhHA.png?1573570197" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052186117"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span><br></p> 11000013865 30 11000079323 2019-12-05T08:39:33-07:00 11003080348 10 DrFirst pharmacy management How to add a pharmacy and manage pharmacies in DrFirst 2 0 0 DrFirst - Manage Pharmacies 2019-12-05T08:39:33-07:00 11003080348 1 2019-11-12T10:21:25-07:00 0 0 All diagnoses will be managed in BestNotes. The diagnosis will be pulled into DrFirst from the Master Treatment Plan, and will not pull a preliminary diagnosis. DrFirst uses the ICD-10 code library, therefore only ICD-10 codes will pull into DrFirst. Diagnosis was not previously available in DrFirst, as a result, in order for the diagnosis to pull in, it has to be a newly added or edited diagnosis since July 3, 2019. Once you have entered your diagnosis into BestNotes, it will display in DrFirst within the Diagnoses/Problems widget. When adding a medication, you can specify if the diagnoses displayed are to be added to the medication, and if they are a Primary Diagnoses and/or a Secondary Diagnosis. These fields will only be available if there is a diagnosis entered in BestNotes. When prescribing medications, DrFirst will alert you if you are prescribing a medication that may interact with a diagnosis documented for your patient. The alerts will appear after you have searched for the drug and chosen the strength. <p><span style="font-family: Arial,Helvetica,sans-serif;">All diagnoses will be managed in BestNotes. The diagnosis will be pulled into DrFirst from the Master Treatment Plan, and will not pull a preliminary diagnosis. DrFirst uses the ICD-10 code library, therefore only ICD-10 codes will pull into DrFirst.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052204964/original/_RZzmJD7D74YUZFMq1-in1dvnfvOHHHzJw.png?1573593178" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052204964"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><table class="fr-no-borders" style="width: 100%;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">Diagnosis was not previously available in DrFirst, as a result, in order for the diagnosis to pull in, it has to be a newly added or edited diagnosis since July 3, 2019.</span> <br></span></td></tr></tbody></table><p><br></p><p><span style="font-family: Arial,Helvetica,sans-serif;">Once you have entered your diagnosis into BestNotes, it will display in DrFirst within the Diagnoses/Problems widget.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052205017/original/jbTlJp66kdUBPFfOjI8JOyjnnH8EVo0ueg.png?1573593283" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052205017"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;">When adding a medication, you can specify if the diagnoses displayed are to be added to the medication, and if they are a Primary Diagnoses and/or a Secondary Diagnosis. These fields will only be available if there is a diagnosis entered in BestNotes.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052205110/original/G1OpNaKexIyqpsP3tzDf0bINk4-ow4JIdQ.png?1573593423" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052205110"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052205128/original/z7wwJZZKo6L5L8sjaO0-yaQ1mmQVm8mYYQ.png?1573593446" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052205128"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;">When prescribing medications, DrFirst will alert you if you are prescribing a medication that may interact with a diagnosis documented for your patient. The alerts will appear after you have searched for the drug and chosen the strength.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><p><br></p> 11000013865 39 11000079356 2020-01-28T16:17:50-07:00 11003080348 11 Diagnosis management in DrFirst Manage diagnosis in BestNotes, and diagnosis will display in DrFirst. This diagnosis will be available to add to a medication. 2 0 0 DrFirst - Manage Diagnosis 2020-01-28T16:17:50-07:00 11003080348 1 2020-01-07T15:04:10-07:00 0 0 Pharmacy message are electronic requests generated by a pharmacy. These could be refill requests for the patient once his or her medication refills have been completed, change requests, or cancellation acknowledgments. Manage Pharmacy Messages When your practice group has any pharmacy messages, a badge notification will display within the top toolbar. Select the "Pharmacy Message" icon within the top right toolbar. Filter for message type by using drop-down menus if necessary. Select the desired action from the drop-down menu for each renewal request. Deny: will deny the request and send a denial message to the pharmacy. Change: allows you to change the prescription and/or pharmacy information. When the prescription is changed, the prescription becomes a pending prescription in the appropriate providers prescription report. This will alert the pharmacy that the requested renewal has been denied, but a new prescription will follow. Renew: renews the prescription with the desired number of additional refills. When you choose the appropriate refills, you are authorizing this fill plus "x" refills of the medication. Forward: allows a staff member to forward the prescription request to another qualified prescriber in his or her practice. Remove: should only be used if you have previously handled this request and it is a duplicate. If desired, type any pharmacy notes in the "Response Notes to Pharmacist" field. If desired, enter any office notes in the "Office Comment" field. These comments are visible only to you and your office staff. After you have selected an action enter your signature password, and select the "Send" button. All requests that have a action selected will be executed and delivered to the respective pharmacy. You can take action on up to 20 renewal requests at a time. <p>Pharmacy message are electronic requests generated by a pharmacy. These could be refill requests for the patient once his or her medication refills have been completed, change requests, or cancellation acknowledgments.</p><h3>Manage Pharmacy Messages</h3><p>When your practice group has any pharmacy messages, a badge notification will display within the top toolbar.</p><ol><li>Select the "Pharmacy Message" icon within the top right toolbar.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054918959/original/KYOb7F0F-WLkDu90YSZu0GcikzRNk2w0JA.png?1580313491" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054918959"></li><li>Filter for message type by using drop-down menus if necessary.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054919050/original/yb6YsctFfg2GLw2FMn21T8CVOkqI1Ztdmw.png?1580313572" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054919050"></li><li>Select the desired action from the drop-down menu for each renewal request.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054919251/original/KAnlD5TZc0aU17q4eAyD0DtsUdiZRqVVlA.png?1580313802" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054919251"><ul><li><strong>Deny</strong>: will deny the request and send a denial message to the pharmacy.</li><li><strong>Change</strong>: allows you to change the prescription and/or pharmacy information. When the prescription is changed, the prescription becomes a pending prescription in the appropriate providers prescription report. This will alert the pharmacy that the requested renewal has been denied, but a new prescription will follow.</li><li><strong>Renew</strong>: renews the prescription with the desired number of additional refills. When you choose the appropriate refills, you are authorizing this fill plus "x" refills of the medication.</li><li><strong>Forward</strong>: allows a staff member to forward the prescription request to another qualified prescriber in his or her practice.</li><li><strong>Remove</strong>: should only be used if you have previously handled this request and it is a duplicate.</li></ul></li><li>If desired, type any pharmacy notes in the "Response Notes to Pharmacist" field.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054919121/original/YJzBzrWE7JsYxzvftjAJGSh6aRdJbFs8Ew.png?1580313632" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054919121"></li><li>If desired, enter any office notes in the "Office Comment" field. These comments are visible only to you and your office staff.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054919132/original/xGBuVzPAhdwjU21CoiScgLLYiYkWvJ6mOw.png?1580313653" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054919132"></li><li>After you have selected an action enter your signature password, and select the "Send" button.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054919220/original/eGYIwGOF6w6ZOLXdtsYclKYgyfaOfZ9K7A.png?1580313743" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054919220"></li><li>All requests that have a action selected will be executed and delivered to the respective pharmacy.</li></ol><p><br></p><table class="fr-no-borders" style="width: 100%;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">You can take action on up to 20 renewal requests at a time.</span> <br></span></td></tr></tbody></table><p><br><br></p> 11000013865 9 11000081044 2020-01-29T09:07:54-07:00 11003080348 12 Pharmacy Messages access and management. How to access and manage pharmacy messages. 2 0 0 DrFirst - Pharmacy Messages 2020-01-29T09:07:54-07:00 11003080348 1 2020-01-07T15:06:37-07:00 0 0 The medication reports consist of two reports that display within the "Patient Information" widget. These two reports are the "Provider Clinical Report" and the "Patient Clinical Reports", which are available through two buttons in the "Patient Information" widget. Provider Clinical Report The "Provider Clinical Report" lists the patient's active and inactive medications. It also contains the patient's allergy, diagnoses, and pharmacy information, as well as the provider information. It is a useful tool when transferring patient care to another provider. Select the "Provider" Clinical Report within the "Patient Information" widget. The "Provider Clinical Report" will display. To print this report, select the "Print" icon on the top right of the report. Patient Clinical Report The "Patient Clinical Report" is a wallet-sized version of a patient's current medication, allergy and problem list. This is an ideal way for patients to keep track of the medications they are currently taking. Select the "Patient" Clinical Report within the "Patient Information" widget. The "Patient Clinical Report" will display. To print this report, select the "Print" icon on the top right of the report. If you have pop-up blockers enabled, the print window will not display for either of these reports. You will have to turn this feature off to view and print the report. <p>The medication reports consist of two reports that display within the "Patient Information" widget. These two reports are the "Provider Clinical Report" and the "Patient Clinical Reports", which are available through two buttons in the "Patient Information" widget.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054916140/original/aSMU2FKVn1jxTBWmP4FdSV5xo6xFLvD4Tw.png?1580310555" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054916140"></p><h3>Provider Clinical Report</h3><p>The "Provider Clinical Report" lists the patient's active and inactive medications. It also contains the patient's allergy, diagnoses, and pharmacy information, as well as the provider information. It is a useful tool when transferring patient care to another provider.</p><ol><li>Select the "Provider" Clinical Report within the "Patient Information" widget.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054916181/original/UyTWIoDYFtHC2aabV-G_SuL_Kgs9NuSrdA.png?1580310616" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054916181"></li><li>The "Provider Clinical Report" will display.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054916299/original/7LM_mw5HHGTvXGKp8uIM3mVJ2mWdF-F85g.png?1580310733" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054916299"></li><li>To print this report, select the "Print" icon on the top right of the report.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054916341/original/f_GytR5jcvSgz8ZD3qQnYdK_tlAc2G_xuQ.png?1580310784" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054916341"></li></ol><h3>Patient Clinical Report</h3><p>The "Patient Clinical Report" is a wallet-sized version of a patient's current medication, allergy and problem list. This is an ideal way for patients to keep track of the medications they are currently taking.</p><ol><li>Select the "Patient" Clinical Report within the "Patient Information" widget.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054916189/original/BlmXiVa9_3ndvftK2KupfOoPsOJA6BnKGw.png?1580310632" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054916189"></li><li>The "Patient Clinical Report" will display.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054916400/original/IrNnyqpEhzUem5WPHLHEl5dYUgl1A5LfrQ.png?1580310842" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054916400"></li><li>To print this report, select the "Print" icon on the top right of the report.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054916509/original/YiRiyOXTntY6dxW5DcQukBowC_OZxDb0og.png?1580310926" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054916509"></li></ol><p><br></p><table class="fr-no-borders" style="width: 100%;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">If you have pop-up blockers enabled, the print window will not display for either of these reports. You will have to turn this feature off to view and print the report.</span> <br></span></td></tr></tbody></table><p><br><br></p> 11000013865 11 11000081045 2020-01-29T08:41:03-07:00 11003080348 13 DrFirst Medication Reports The medications reports consist of the "Patient" and "Provider" clinical reports. 2 0 0 DrFirst - Medication Reports 2020-01-29T08:41:03-07:00 11003080348 1 2019-11-12T15:12:30-07:00 0 0 DrFirst has a variety of clinical alerts within the system to ensure that you have information that may be pertinent in the prescribing process. All clinical alerts appear in red.  When a drug is chosen that prompts a clinical alert, DrFirst will display the alert on the screen. Providers may chose "Prescribe Anyway" to continue prescribing or "Cancel" to cancel the prescription. If you chose "Prescribe Anyway" you can provide a justification for prescribing the medication despite the warning, depending on your location preferences. Drug interaction alert When prescribing medications, DrFirst will check against the active medication list for drug-drug interactions. Alerts appear after you have chosen a drug and corresponding strength. These alerts will have a reference section that can be accessed by clicking he arrows to the right of the message. Allergy interaction alert When prescribing medications, DrFirst will alert you if you are prescribing a medication that is associated with a drug on the list of allergies and adverse reactions. The alerts will appear after you have searched for the drug and chosen the strength. Drug-Diagnosis interaction alert When prescribing medications, DrFist will alert you if you are prescribing a medication that may interact with a diagnosis documented for your patient. The allerts will appear after you ahve searched for the drug and chosen the strength. Pregnancy and lactation interaction alert You can input a patient's pregnancy or lactation status in the "Patient Info" widget. These fields are available for any female patients. Once selected, you will receive any precautions associated with pregnancy or lactation. Clicking on the arrows to the right of the message will provide you with more information pertaining to the alert. Duplicate check A duplicate check alerts the user if he or she has prescribed two drugs in the same therapeutic class. Dose check A dose check alerts the user if he or she has prescribed a medication amount that is above or below the maximum or daily dose for that medication. Geriatric precautions Geriatric precautions are based on the Beers list, which indicates that certain medications may not be appropriate in the elderly. Pediatric precautions Pediatric precaution alerts pertain to medications prescribed for the pediatric population. In some cases, certain drugs are not recommended for this population, <p><span style="font-family: Arial,Helvetica,sans-serif;">DrFirst has a variety of clinical alerts within the system to ensure that you have information that may be pertinent in the prescribing process. All clinical alerts appear in red. </span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;">When a drug is chosen that prompts a clinical alert, DrFirst will display the alert on the screen. Providers may chose "Prescribe Anyway" to continue prescribing or "Cancel" to cancel the prescription. If you chose "Prescribe Anyway" you can provide a justification for prescribing the medication despite the warning, depending on your location preferences.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052207992/original/P2bVv4xGiBBEQoukdpf6UtdHXXcN9PmfPw.png?1573598044" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052207992"></span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Drug interaction alert</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">When prescribing medications, DrFirst will check against the active medication list for drug-drug interactions. Alerts appear after you have chosen a drug and corresponding strength. These alerts will have a reference section that can be accessed by clicking he arrows to the right of the message.</span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Allergy interaction alert</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">When prescribing medications, DrFirst will alert you if you are prescribing a medication that is associated with a drug on the list of allergies and adverse reactions. The alerts will appear after you have searched for the drug and chosen the strength.</span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Drug-Diagnosis interaction alert</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">When prescribing medications, DrFist will alert you if you are prescribing a medication that may interact with a diagnosis documented for your patient. The allerts will appear after you ahve searched for the drug and chosen the strength.</span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Pregnancy and lactation interaction alert</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">You can input a patient's pregnancy or lactation status in the "Patient Info" widget. These fields are available for any female patients. Once selected, you will receive any precautions associated with pregnancy or lactation. Clicking on the arrows to the right of the message will provide you with more information pertaining to the alert.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052208544/original/eBA041IVP_h7dnI9ScS-02Xnsu3wV2iwWw.png?1573599141" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11052208544"></span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Duplicate check</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">A duplicate check alerts the user if he or she has prescribed two drugs in the same therapeutic class.</span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Dose check</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">A dose check alerts the user if he or she has prescribed a medication amount that is above or below the maximum or daily dose for that medication.</span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Geriatric precautions</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Geriatric precautions are based on the Beers list, which indicates that certain medications may not be appropriate in the elderly.</span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Pediatric precautions</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Pediatric precaution alerts pertain to medications prescribed for the pediatric population. In some cases, certain drugs are not recommended for this population,</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span><br></p> 11000013865 36 11000079364 2019-12-05T10:59:22-07:00 11003080348 14 Clinical Alerts in DrFirst Clinical alerts in DrFirst that may be pertinent in the prescribing process. 2 0 0 DrFirst - Clinical Alerts 2019-12-05T10:59:23-07:00 11003080348 1 2019-11-12T16:04:51-07:00 0 0 All DrFirst users have formulary checking enabled. Formulary information in DrFirst is obtained from SureScripts. SureScripts provides formulary information from health plans, Pharmacy Benefit Managers and Payers such as Blue Cross, Anthem, MAMSI, etc. SureScripts may not provide eligibility for all government-funded formularies such as medicaid or some small regional payers. When you select a patient, DrFirst will automatically search for his or her eligibility using the patient's first and last name, ZIP code, and DOB. If you try to prescribe a medication that is not covered, or has a higher co-pay, you will receive formulary alert in the system. The user can override the alert, or select from the list of alternatives and prescribe a medication that may have lower co-pay. <p><span style="font-family: Arial,Helvetica,sans-serif;">All DrFirst users have formulary checking enabled. Formulary information in DrFirst is obtained from SureScripts.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><table class="fr-no-borders" style="width: 100%;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052680124/original/g0YDgWk6IQhTJMDMiWRq01I1q7V4fSZCaQ.png?1574697298" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052680124"></span></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(37, 56, 88); font-size: 14px;">SureScripts provides formulary information from health plans, Pharmacy Benefit Managers and Payers such as Blue Cross, Anthem, MAMSI, etc. SureScripts may not provide eligibility for all government-funded formularies such as medicaid or some small regional payers.</span> <br></span></td></tr></tbody></table><ol><li><span style="font-family: Arial,Helvetica,sans-serif;">When you select a patient, DrFirst will automatically search for his or her eligibility using the patient's first and last name, ZIP code, and DOB.</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">If you try to prescribe a medication that is not covered, or has a higher co-pay, you will receive formulary alert in the system.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052255705/original/rEck0PyXE5EPfNVuO-MJ5P59ksWn5cHeFA.png?1573674482" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11052255705"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">The user can override the alert, or select from the list of alternatives and prescribe a medication that may have lower co-pay.</span></li></ol><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span><br></p> 11000013865 34 11000079366 2019-12-05T11:02:39-07:00 11003080348 15 DrFirst Formulary Alerts When you will see formulary alerts, and what they mean. 2 0 0 DrFirst - Formulary Alerts 2019-12-05T11:02:40-07:00 11003080348 1 2019-11-22T09:44:53-07:00 0 0 User preferences will only apply to the account on which the preferences are set. Each user will manage their own User Preferences. Access User Preferences Navigate to the settings, select your name in the top right corner, select settings. -OR- Navigate to the settings, hover over the menu icon in the top left, select settings. Select "Preferences" option. User Preferences will be listed, navigate to the different areas by selecting the categories listed below "User." Once you have edited your preferences the save button will turn orange, select "Save." User Settings Definitions Application Default Login Location: Allows you to set your default location if you are connected to more than one location. Location 1 Location 2 Etc. Default Login View: Allows you to determine what screen you will begin on when entering DrFirst. Patient Search Pharmacy Messages Prescriptions Management Default Pharmacy List To Search: Allows you to determine which list will be defaulted when searching for a pharmacy. All Favorite List Practice List Medication Ask to reconcile prescription vs. medication when only quantity has changed: Allows you to control whether the reconciliation screen should appear when prescribing an already active medication and changing just the quantity. Select checkbox to activate. Hide Inactive Medications Older Than: Allows you to set limitations for medication history results. No Limit 3 Months 6 Months 1 Year 2 Years Prescription Populate sig fields from previous prescriptions ("sticky" feature): Allows the system to populate the sig fields with how the most recent providers at the practice prescribed the selected medication. This will work with prescriptions written within the past 14 days. Select checkbox to activate. Include patient allergies on printed/faxed prescription: Allows you to determine whether or not you would like patient allergies to display on printed/faxes prescriptions. Select checkbox to activate. Default Provider For Prescribing: Allows you to select a provider that the system will default to when creating prescriptions. This is only available to clinical staff. Select provider Provider 1 Provider 2 Etc. Custom Additional Directions To Patient (Add To List): A custom prescription note may be no more than 210 characters in length. If a prescription exceeds the limit, it will be sent via fax to the pharmacy. You can find and use these notes through the + icon on the sig page next to the "Additional Directions to Patient" text field. Custom Pharmacist Notes (Add To List): You can find and use these notes though the + icon on the sig page next to the "Directions to Pharmacist" text field. Custom Prescription Comments (Add To List): You can find and use these notes through the + icon on the sig page next to the "Comments for Office Use Only" text field. Prescription Management Include cancelled prescriptions: Allows you to determine whether or not you wish to view cancelled prescriptions when reporting. Select checkbox to activate. Include prescriptions from other locations: Allows you to determine if you wish to view all prescriptions from other locations you are connected to. You have to be connected to more than one location in order to set this preference. Select checkbox to activate. Default Display Range: Allows you to set default time range for reporting Today 3 Days 7 Days 14 Days P30 Days Default Provider Selection: Allows you to report on all providers or one specific provider. All Providers Provider 1 Provider 2 Etc. Default Status View: Allows you to determine which prescription status you wish to set when reporting Pending Prescriptions Completed Prescriptions All Prescriptions <p>User preferences will only apply to the account on which the preferences are set. Each user will manage their own User Preferences.</p><h3>Access User Preferences</h3><ol><li>Navigate to the settings, select your name in the top right corner, select settings.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054932788/original/xrXp7maQmgfIg_QU_qWn27yrWxDjslJVjg.png?1580331819" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054932788"></li></ol><p><strong>-OR-</strong></p><ol><li>Navigate to the settings, hover over the menu icon in the top left, select settings.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054932822/original/LB162zG_altIuh7AFdy4cRynL0OEsr1GEA.png?1580331862" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11054932822"></li><li>Select "Preferences" option.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054925788/original/-Dnsbndr5zUQsxTi88Yv6mRJa5Ruo57XQg.png?1580321619" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054925788"></li><li>User Preferences will be listed, navigate to the different areas by selecting the categories listed below "User."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054932888/original/bKO5SJOgQEXtB1InLGJULVV3oU4brqdtYw.png?1580332024" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054932888"></li><li>Once you have edited your preferences the save button will turn orange, select "Save."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054932955/original/kML-uc1t8_H14ENx8LWSQ6KDZNRNjXr-zg.png?1580332095" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054932955"></li></ol><h3>User Settings Definitions</h3><h4>Application</h4><p><strong>Default Login Location</strong>: Allows you to set your default location if you are connected to more than one location.</p><ul><li>Location 1</li><li>Location 2</li><li>Etc.</li></ul><p><strong>Default Login View</strong>: Allows you to determine what screen you will begin on when entering DrFirst.</p><ul><li>Patient Search</li><li>Pharmacy Messages</li><li>Prescriptions Management</li></ul><p><strong>Default Pharmacy List To Search</strong>: Allows you to determine which list will be defaulted when searching for a pharmacy.</p><ul><li>All</li><li>Favorite List</li><li>Practice List</li></ul><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054931653/original/o_CSz5ZaMykl2QjvQGTVVwgu-Cnp8Tdpcw.png?1580330025" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054931653"></p><h4>Medication</h4><p><strong>Ask to reconcile prescription vs. medication when only quantity has changed</strong>: Allows you to control whether the reconciliation screen should appear when prescribing an already active medication and changing just the quantity. Select checkbox to activate.</p><p><strong>Hide Inactive Medications Older Than</strong>: Allows you to set limitations for medication history results.</p><ul><li>No Limit</li><li>3 Months</li><li>6 Months</li><li>1 Year</li><li>2 Years</li></ul><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054931677/original/oXTLMRpLau5lOcxwF9kgSQXjqsQXM2qleA.png?1580330066" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11054931677"></p><h4>Prescription</h4><p><strong>Populate sig fields from previous prescriptions ("sticky" feature)</strong>: Allows the system to populate the sig fields with how the most recent providers at the practice prescribed the selected medication. This will work with prescriptions written within the past 14 days. Select checkbox to activate.</p><p><strong>Include patient allergies on printed/faxed prescription</strong>: Allows you to determine whether or not you would like patient allergies to display on printed/faxes prescriptions. Select checkbox to activate.</p><p><strong>Default Provider For Prescribing</strong>: Allows you to select a provider that the system will default to when creating prescriptions. This is only available to clinical staff.</p><ul><li>Select provider</li><li>Provider 1</li><li>Provider 2</li><li>Etc.</li></ul><p><strong>Custom Additional Directions To Patient (Add To List)</strong>: A custom prescription note may be no more than 210 characters in length. If a prescription exceeds the limit, it will be sent via fax to the pharmacy. You can find and use these notes through the + icon on the sig page next to the "Additional Directions to Patient" text field.</p><p><strong>Custom Pharmacist Notes (Add To List)</strong>: You can find and use these notes though the + icon on the sig page next to the "Directions to Pharmacist" text field.</p><p><strong>Custom Prescription Comments (Add To List)</strong>: You can find and use these notes through the + icon on the sig page next to the "Comments for Office Use Only" text field.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054931726/original/TKq9pOu2g1GExVNvBTnYH4pbsDbTbGC7Pg.png?1580330186" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054931726"></p><h4>Prescription Management</h4><p><strong>Include cancelled prescriptions</strong>: Allows you to determine whether or not you wish to view cancelled prescriptions when reporting. Select checkbox to activate.</p><p><strong>Include prescriptions from other locations</strong>: Allows you to determine if you wish to view all prescriptions from other locations you are connected to. You have to be connected to more than one location in order to set this preference. Select checkbox to activate.</p><p><strong>Default Display Range</strong>: Allows you to set default time range for reporting</p><ul><li>Today</li><li>3 Days</li><li>7 Days</li><li>14 Days</li><li>P30 Days</li></ul><p><strong>Default Provider Selection</strong>: Allows you to report on all providers or one specific provider.</p><ul><li>All Providers</li><li>Provider 1</li><li>Provider 2</li><li>Etc.</li></ul><p><strong>Default Status View</strong>: Allows you to determine which prescription status you wish to set when reporting</p><ul><li>Pending Prescriptions</li><li>Completed Prescriptions</li><li>All Prescriptions</li></ul><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054932706/original/sX2-zErb0-24hzW-SGpLckB1OjfMJ91Oig.png?1580331710" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054932706"></p><p><br><br></p> 11000013865 30 11000079803 2020-02-12T13:00:08-07:00 11003080348 16 DrFirst User Preferences How to access user preferences in DrFirst, and definitions of each preference setting. 2 0 0 DrFirst - User Preferences 2020-02-12T13:00:08-07:00 11003080348 1 2019-11-25T08:28:51-07:00 0 0 Location preferences can only be set by an administrator and will apply to all users within a practice location. To request administrator setup, send an email to team@bestnotes.com. Access User Preferences Navigate to the settings, select your name in the top right corner, select settings. -OR- Navigate to the settings, hover over the menu icon in the top left, select settings. Select "Preferences" option. Location Preferences will be listed after the User Preferences. Navigate to the different areas of the Location preferences by selecting the categories listed below "Location." Once you have edited your preferences the Save button will turn Orange,  select "Save." Location Preferences Defined Alerts Allow providers to suppress duplicate clinical alerts for 1 year: If selected, clinical alerts can be suppressed for one year after they are initially received by a provider. This allows providers to avoid receiving the same alert continually.  Duplicate therapy check against External Medication History (past 120 days): If selected, DrFirst utilizes patient's PBM/Pharmacy history (if available) for duplicate therapy checks. Providers will want to confirm that the patient is taking the medication on the history before making a clinical decision. Drug-drug interaction against External Medication History (past 120 days): If selected, DrFirst utilizes a patient's PBM/Pharmacy history (if available) for drug-drug interactions.  For both interaction and duplicate checking, the PBM history will include prescription fills within the last 120 days, if applicable. When A User Overrides Prescription Warnings: Require users to enter a reason Allow users to enter a reason, but do not require it Do not permit users to enter a reason Drug-Allergy Interactions: All Warnings Ingredient and Specific Group Allergies Only Drug-Diagnosis Interactions: Contraindicated for Exact Diagnoses Only Contraindicated for Exact and Related Diagnoses Contraindicated or Evaluation Needed for Exact Diagnoses Only Contraindicated or Evaluation Needed for Exact Diagnosis and Related Diagnosis All Warnings for Exact Diagnoses Only All Warning for Exact and Related Diagnoses Drug-Drug Interactions: All interactions Severe and Contraindicated Only Contraindicated Only Geriatric Warnings: The system will alert staff of any geriatric alerts within the system. All Warnings is the recommended selection for this setting. All Warnings Contraindicated Only Pediatric Warnings: The system will alert staff of any pediatric alerts within the system. All Warnings is the recommended selection for this setting. All Warnings Relative and Absolute Contraindications Only Absolute Contraindications Only Allergy Enable "Allergy Severity." If selected, an optional allergy severity drop-down to appear when recording allergies. Application Allow partial date for medication and allergy onset: If selected, staff will be able to add use partial start dates when adding medications and allergies. For example, the start date can be added by indicating the year only, not a month or day. If not selected, the start date will require the month, day and year. Allow providers to manage their provider agents: If selected, providers can manage agents by selecting the top left menu icon, selecting 'Utilities', and selecting 'Manage My Agents'. Include enterprise name with location name: If selected, the enterprise name will be displayed across the top of the screen. Diagnosis Supported Diagnosis Codes: This settings needs to be set to enable ICD-10. This information is not editable in DrFirst and will pull in from BestNotes and needs to be managed in BestNotes. The diagnosis will display in DrFirst as the ICD-10 code that is associated with the DSM-5 code if a DSM-5 code is used in BestNotes. Enable ICD-9 Enable ICD-10 Billable Complete Enable Snomed Ct Medication Allow Incomplete drug definition: If selected, staff will be able to add medications onto the active medication list without selecting a strength of the given medication. Enable "Quick Add" without medication details: If selected, staff will be able to quickly add medications onto active medication list with only the medication and strength. Allow specifying medication history source: If selected, staff will be able to view where a medication history result came from. Retain office comments and directions to Pharmacist when renewing/prescribing a medication: Allows previous notes to the pharmacist and staff to be retained on renewals. Select checkbox to activate. Show prescriber name on medication reports: If selected, automatically displays prescriber name on medication reports. Default External Medication: No Automatic Search Last 30 days Last 90 days Last 180 days Last 1 Year Patient Enable Transition of Care logging: If selected, the link will appear within the patient chart, allowing staff to document the TOC date. If not selected, the transition of care link will not appear within the patient chart. Include Transition of Care and encounter data in EMR/PMS interface data: BestNotes does not pull this information from DrFirst, therefore it is recommended this not be selected. If selected, transition of care and end encounter information will be sent back to the PMS or EMT. If not selected, the date will be retained in DrFirst only. Select first prescription benefit option by default: If selected, the first prescription benefit option will automatically be selected. If not selected, a benefit option will not be selected by default and must be selected manually to apply. Label Prefix For Patient External ID (Max 40 Chars): Text box provided to provide an External ID label for aforementioned External ID name. System Name Of Patient External ID To Display On Prescriptions And Reports (Max 40 Chars): Text box provided to automatically display patient/external ID on all prescriptions and reports. Not used by smaller practices. System Name Required To Enter Patient External ID (Max 100 Chars): This is the identifier used to link DrFirst to Practice Management or EMR. This would be a required entry for all new patients added to DrFirst. Patient Advisor Enable adherence plans: If selected, staff will be prompted of adherence plans (if available) while prescribing. Enable electronic Prior Authorization (ePA): If selected, the ability to process prior authorizations will appear. Enable patient education material and/or support programs: If selected, staff will be able to access educational material that can be provided for patients. Prescription Allows prescriptions to be save as pending without sig and quantity: If selected, this allows prescriptions to be generated and saved without including sig or quantity data. This is good for the staff who do not know the sig but can still create and send to the providers queue for completion. Allow a provider to approve a prescription without entering a signature password (Certain states require signature passwords to be used as part of the electronic prescribing process; refer to your state rules prior to disabling this feature): If selected, providers will be able to send prescriptions to the pharmacy for filling without having to enter a signature password. Require providers to retroactively sign prescriptions sent by an agent under the providers name: If selected, provider signatures will be required to sign off or acknowledge the prescriptions sent by the provider agent at some time after the prescription has been sent. Enable Related/Not Related to prognosis for Hospice: If selected, the option to check if the prescription is hospice related or not hospice related when prescribing so this can be documented. Enable Patient Notification via SMS text: If selected, this checkbox that appears in the 'Pending Prescription for the Patient' section of the patient summary screen and the prescription review screen will be checked by default. This will allow an SMS text message to be sent to the patient upon signing a prescription. Patients will be able to see the pharmacy to which the prescription was sent along with coupons and drug pricing. Medication stop date auto-set based on prescription duration: If selected, automatically discontinues an active medications when the duration expires. Medication automatically moves to inactive medication list. Populate sig fields from previous prescriptions ('sticky' feature): Allows the system to populate the sig fields with how the most recent providers at the practice prescribed the selected medication. This will work with prescriptions written within the past 14 days. Enable prescription controls on the Review Prescription screen: If selected, this allows practice to add the "Action" buttons to the Review Prescription screen. Require provider to sign prescriptions printed by staff: If selected, provider signatures are needed on printed prescriptions. See pending and undeliverable prescriptions across all of your locations: If selected, staff will be able to see pending and deliverable prescriptions from other locations. Include link to drug information reference site on prescribe screen (not affiliated with DrFirst): If selected, DrFirst will automatically provide a link on the 'Enter Details' screen to access a drug reference website (RxList). The drug information reference site has ads and is not affiliated with DrFirst. Show practice name on reports: If selected, automatically displays practice name on prescription and medication reports. Remember Signature Password For: Allows system to remember signature password for selected amount of time. Never 5 Minutes 15 Minutes 30 Minutes 45 Minutes 60 Minutes Enable Practice Favorites List: If checked, the permitted staff (determined by option below) will be able to use and modify favorites created at a practice level. Admin (cannot be unchecked) Only Prescribers with Signing Permission All Users Enable Location Favorites List: If checked, permitted staff (determined by options below) will be able to use and modify favorites created at a practice location level. Admin (cannot be unchecked) Only Prescribers with Signing Permissions All Users Enable User Personal Favorites: If checked, staff will be able to save and access their own favorite list. Enable Recently Prescribed Display: If checked, staff will be able to access a list of recently prescribed favorites. Prescription Security Features Note To Include On Printed Prescriptions (Max 100 chars): Allows a printed message to appear on all prescriptions practice wide. Custom Additional Directions To Patient (Add to List): A custom prescription note may be no more than 210 characters in length. If a prescription exceeds the limit, it will be sent via fax to the pharmacy. Staff can find and use these notes through the + icon on the sig page next to the 'Additional Directions to Patient' field. Custom Pharmacist Notes (Add To List): Staff can find and use these notes through the + icon on the sig page next to the 'Directions to Pharmacist' field. Custom Prescription Comments (Add To List): Staff can find and use these notes through the + icon on the sig page next to the 'Comments for Office Use Only' field. The above three custom text options will display for all staff within a location. Prescription Management Default pending prescription box to checked: If selected, ensures that all pending prescriptions on the pending prescription report are checked. No is recommended so that physicians have to choose the prescriptions they desire to approve and do not accidentally approve another physician's prescriptions. Show complete comments on reports: If selected, office comments are in reports. Show patient's responsible provider on reports: If selected, the patients primary care provider (PCP) is displayed in the status bar. Show pharmacy name on reports: If selected, pharmacy name will display on reports. If your practice is an enterprise and you have multiple groups/locations setup within the enterprise, these settings must be done for each individual group/location. When finished setting the preferences, select 'Save' button at the bottom of the screen. <p>Location preferences can only be set by an administrator and will apply to all users within a practice location. To request administrator setup, send an email to <a data-fr-linked="true" href="mailto:team@bestnotes.com">team@bestnotes.com</a>.</p><h3>Access User Preferences</h3><ol><li>Navigate to the settings, select your name in the top right corner, select settings.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054935731/original/SsT9-ji85gX0JqQ4KZA4YISdHsHsr7yGcA.png?1580336997" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054935731"></li></ol><p><strong>-OR-</strong></p><ol><li>Navigate to the settings, hover over the menu icon in the top left, select settings.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054935733/original/UH8OHHBBuPg6611G5DhWBhXSKBZ6yKs4wQ.png?1580337007" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054935733"></li><li>Select "Preferences" option.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054935739/original/Ht10j9-q58pV0-KGuktsyVsfSv7u-eHDVA.png?1580337026" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054935739"></li><li>Location Preferences will be listed after the User Preferences. Navigate to the different areas of the Location preferences by selecting the categories listed below "Location."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055152666/original/nEHYwR4sFkTsVQ2nU9x4TKiUf5mgT2xbCg.png?1580835661" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055152666"></li><li>Once you have edited your preferences the Save button will turn Orange,  select "Save."<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054936232/original/CpEsqfAHjgjRau1BwwphWeM-HSjWOHhsFA.png?1580337979" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054936232"></li></ol><h3>Location Preferences Defined</h3><h4>Alerts</h4><p><strong>Allow providers to suppress duplicate clinical alerts for 1 year</strong>: If selected, clinical alerts can be suppressed for one year after they are initially received by a provider. This allows providers to avoid receiving the same alert continually. </p><p><strong>Duplicate therapy check against External Medication History (past 120 days)</strong>: If selected, DrFirst utilizes patient's PBM/Pharmacy history (if available) for duplicate therapy checks. Providers will want to confirm that the patient is taking the medication on the history before making a clinical decision.</p><p><strong>Drug-drug interaction against External Medication History (past 120 days)</strong>: If selected, DrFirst utilizes a patient's PBM/Pharmacy history (if available) for drug-drug interactions. </p><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="color: rgb(37, 56, 88); font-size: 14px;">For both interaction and duplicate checking, the PBM history will include prescription fills within the last 120 days, if applicable. <br></span></td></tr></tbody></table><p><strong>When A User Overrides Prescription Warnings</strong>:</p><ul><li>Require users to enter a reason</li><li>Allow users to enter a reason, but do not require it</li><li>Do not permit users to enter a reason</li></ul><p><strong>Drug-Allergy Interactions</strong>:</p><ul><li>All Warnings</li><li>Ingredient and Specific Group Allergies Only</li></ul><p><strong>Drug-Diagnosis Interactions</strong>:</p><ul><li>Contraindicated for Exact Diagnoses Only</li><li>Contraindicated for Exact and Related Diagnoses</li><li>Contraindicated or Evaluation Needed for Exact Diagnoses Only</li><li>Contraindicated or Evaluation Needed for Exact Diagnosis and Related Diagnosis</li><li>All Warnings for Exact Diagnoses Only</li><li>All Warning for Exact and Related Diagnoses</li></ul><p><strong>Drug-Drug Interactions</strong>:</p><ul><li>All interactions</li><li>Severe and Contraindicated Only</li><li>Contraindicated Only</li></ul><p><strong>Geriatric Warnings</strong>: The system will alert staff of any geriatric alerts within the system. All Warnings is the recommended selection for this setting.</p><ul><li>All Warnings</li><li>Contraindicated Only</li></ul><p><strong>Pediatric Warnings</strong>: The system will alert staff of any pediatric alerts within the system. All Warnings is the recommended selection for this setting.</p><ul><li>All Warnings</li><li>Relative and Absolute Contraindications Only</li><li>Absolute Contraindications Only</li></ul><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054936773/original/AVXt9hOVatZeXD8eaRtNsubl17dH9aMBrA.png?1580338988" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054936773"></p><h4>Allergy</h4><p><strong>Enable "Allergy Severity."</strong> If selected, an optional allergy severity drop-down to appear when recording allergies.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054936891/original/o3EmRu-ndxveCHB6gucPcguk7PZljW7FRw.png?1580339299" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054936891"></p><h4>Application</h4><p><strong>Allow partial date for medication and allergy onset</strong>: If selected, staff will be able to add use partial start dates when adding medications and allergies. For example, the start date can be added by indicating the year only, not a month or day. If not selected, the start date will require the month, day and year.</p><p><strong>Allow providers to manage their provider agents</strong>: If selected, providers can manage agents by selecting the top left menu icon, selecting 'Utilities', and selecting 'Manage My Agents'.</p><p><strong>Include enterprise name with location name</strong>: If selected, the enterprise name will be displayed across the top of the screen.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054965377/original/lB7XYxHDZJlmBNnSgiZhwckpJNtoRY56dQ.png?1580395844" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054965377"></p><h4>Diagnosis</h4><p><strong>Supported Diagnosis Codes</strong>: This settings needs to be set to enable ICD-10. This information is not editable in DrFirst and will pull in from BestNotes and needs to be managed in BestNotes. The diagnosis will display in DrFirst as the ICD-10 code that is associated with the DSM-5 code if a DSM-5 code is used in BestNotes.</p><ul><li>Enable ICD-9</li><li>Enable ICD-10<ul><li>Billable</li><li>Complete</li></ul></li><li>Enable Snomed Ct</li></ul><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11054965713/original/XRwlXjw_1KQCazWJlQI8Umcl6VPxM5mNwg.png?1580396138" style="width: auto;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11054965713"></p><h4>Medication</h4><p><strong>Allow Incomplete drug definition</strong>: If selected, staff will be able to add medications onto the active medication list without selecting a strength of the given medication.</p><p><strong>Enable "Quick Add" without medication details</strong>: If selected, staff will be able to quickly add medications onto active medication list with only the medication and strength.</p><p><strong>Allow specifying medication history source</strong>: If selected, staff will be able to view where a medication history result came from.</p><p><strong>Retain office comments and directions to Pharmacist when renewing/prescribing a medication</strong>: Allows previous notes to the pharmacist and staff to be retained on renewals. Select checkbox to activate.</p><p><strong>Show prescriber name on medication reports</strong>: If selected, automatically displays prescriber name on medication reports.</p><p><strong>Default External Medication</strong>:</p><ul><li>No Automatic Search</li><li>Last 30 days</li><li>Last 90 days</li><li>Last 180 days</li><li>Last 1 Year</li></ul><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055020583/original/PO9Hy6-MVQqTlXqIhR0XjQ8Vu2GxmAPSmw.png?1580489372" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="11055020583"></p><h4>Patient</h4><p><strong>Enable Transition of Care logging</strong>: If selected, the link will appear within the patient chart, allowing staff to document the TOC date. If not selected, the transition of care link will not appear within the patient chart.</p><p><strong>Include Transition of Care and encounter data in EMR/PMS interface data</strong>: BestNotes does not pull this information from DrFirst, therefore it is recommended this not be selected. If selected, transition of care and end encounter information will be sent back to the PMS or EMT. If not selected, the date will be retained in DrFirst only.</p><p><strong>Select first prescription benefit option by default</strong>: If selected, the first prescription benefit option will automatically be selected. If not selected, a benefit option will not be selected by default and must be selected manually to apply.</p><p><strong>Label Prefix For Patient External ID (Max 40 Chars)</strong>: Text box provided to provide an External ID label for aforementioned External ID name.</p><p><strong>System Name Of Patient External ID To Display On Prescriptions And Reports (Max 40 Chars)</strong>: Text box provided to automatically display patient/external ID on all prescriptions and reports. Not used by smaller practices.</p><p><strong>System Name Required To Enter Patient External ID (Max 100 Chars)</strong>: This is the identifier used to link DrFirst to Practice Management or EMR. This would be a required entry for all new patients added to DrFirst.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055098220/original/ocHdT2ipEP67629V0oNVi1_WfUTLwWxCdg.png?1580750598" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055098220"></p><h4>Patient Advisor</h4><p><strong>Enable adherence plans</strong>: If selected, staff will be prompted of adherence plans (if available) while prescribing.</p><p><strong>Enable electronic Prior Authorization (ePA)</strong>: If selected, the ability to process prior authorizations will appear.</p><p><strong>Enable patient education material and/or support programs</strong>: If selected, staff will be able to access educational material that can be provided for patients.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055098416/original/ZgR9Tvb3w3k46OgTCPOo6_nyvgg8yCP9iw.png?1580750806" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055098416"></p><h4>Prescription</h4><p><strong>Allows prescriptions to be save as pending without sig and quantity</strong>: If selected, this allows prescriptions to be generated and saved without including sig or quantity data. This is good for the staff who do not know the sig but can still create and send to the providers queue for completion.</p><p><strong>Allow a provider to approve a prescription without entering a signature password (Certain states require signature passwords to be used as part of the electronic prescribing process; refer to your state rules prior to disabling this feature)</strong>: If selected, providers will be able to send prescriptions to the pharmacy for filling without having to enter a signature password.</p><p><strong>Require providers to retroactively sign prescriptions sent by an agent under the providers name</strong>: If selected, provider signatures will be required to sign off or acknowledge the prescriptions sent by the provider agent at some time after the prescription has been sent.</p><p><strong>Enable Related/Not Related to prognosis for Hospice</strong>: If selected, the option to check if the prescription is hospice related or not hospice related when prescribing so this can be documented.</p><p><strong>Enable Patient Notification via SMS text</strong>: If selected, this checkbox that appears in the 'Pending Prescription for the Patient' section of the patient summary screen and the prescription review screen will be checked by default. This will allow an SMS text message to be sent to the patient upon signing a prescription. Patients will be able to see the pharmacy to which the prescription was sent along with coupons and drug pricing.</p><p><strong>Medication stop date auto-set based on prescription duration</strong>: If selected, automatically discontinues an active medications when the duration expires. Medication automatically moves to inactive medication list.</p><p><strong>Populate sig fields from previous prescriptions ('sticky' feature)</strong>: Allows the system to populate the sig fields with how the most recent providers at the practice prescribed the selected medication. This will work with prescriptions written within the past 14 days.</p><p><strong>Enable prescription controls on the Review Prescription screen</strong>: If selected, this allows practice to add the "Action" buttons to the Review Prescription screen.</p><p><strong>Require provider to sign prescriptions printed by staff</strong>: If selected, provider signatures are needed on printed prescriptions.</p><p><strong>See pending and undeliverable prescriptions across all of your locations</strong>: If selected, staff will be able to see pending and deliverable prescriptions from other locations.</p><p><strong>Include link to drug information reference site on prescribe screen (not affiliated with DrFirst)</strong>: If selected, DrFirst will automatically provide a link on the 'Enter Details' screen to access a drug reference website (RxList).</p><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="color: rgb(37, 56, 88); font-size: 14px;">The drug information reference site has ads and is not affiliated with DrFirst. <br></span></td></tr></tbody></table><p><strong>Show practice name on reports</strong>: If selected, automatically displays practice name on prescription and medication reports.</p><p><strong>Remember Signature Password For</strong>: Allows system to remember signature password for selected amount of time.</p><ul><li>Never</li><li>5 Minutes</li><li>15 Minutes</li><li>30 Minutes</li><li>45 Minutes</li><li>60 Minutes</li></ul><p><strong>Enable Practice Favorites List</strong>: If checked, the permitted staff (determined by option below) will be able to use and modify favorites created at a practice level.</p><ul><li>Admin (cannot be unchecked)</li><li>Only Prescribers with Signing Permission</li><li>All Users</li></ul><p><strong>Enable Location Favorites List</strong>: If checked, permitted staff (determined by options below) will be able to use and modify favorites created at a practice location level.</p><ul><li>Admin (cannot be unchecked)</li><li>Only Prescribers with Signing Permissions</li><li>All Users</li></ul><p><strong>Enable User Personal Favorites</strong>: If checked, staff will be able to save and access their own favorite list.</p><p><strong>Enable Recently Prescribed Display</strong>: If checked, staff will be able to access a list of recently prescribed favorites.</p><p><strong>Prescription Security Features Note To Include On Printed Prescriptions (Max 100 chars)</strong>: Allows a printed message to appear on all prescriptions practice wide.</p><p><strong>Custom Additional Directions To Patient (Add to List)</strong>: A custom prescription note may be no more than 210 characters in length. If a prescription exceeds the limit, it will be sent via fax to the pharmacy. Staff can find and use these notes through the + icon on the sig page next to the 'Additional Directions to Patient' field.</p><p><strong>Custom Pharmacist Notes (Add To List)</strong>: Staff can find and use these notes through the + icon on the sig page next to the 'Directions to Pharmacist' field.</p><p><strong>Custom Prescription Comments (Add To List)</strong>: Staff can find and use these notes through the + icon on the sig page next to the 'Comments for Office Use Only' field.</p><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="color: rgb(37, 56, 88); font-size: 14px;">The above three custom text options will display for all staff within a location. <br></span></td></tr></tbody></table><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055100364/original/H1iQSem1_yLLAO4l0gkZ5ftds399t-Q1jA.png?1580753201" style="width: 680px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055100364"></p><h4>Prescription Management</h4><p><strong>Default pending prescription box to checked</strong>: If selected, ensures that all pending prescriptions on the pending prescription report are checked. No is recommended so that physicians have to choose the prescriptions they desire to approve and do not accidentally approve another physician's prescriptions.</p><p><strong>Show complete comments on reports</strong>: If selected, office comments are in reports.</p><p><strong>Show patient's responsible provider on reports</strong>: If selected, the patients primary care provider (PCP) is displayed in the status bar.</p><p><strong>Show pharmacy name on reports</strong>: If selected, pharmacy name will display on reports.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055100805/original/VvW8k2o2CDKnb6r0dOf-GC4GqGnduulnYw.png?1580753857" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055100805"></p><table class="fr-no-borders" style="width: 100%; margin: 5px 0px 5px 0px;"><tbody><tr><td style="width: 6.4067%; text-align: center; border-radius: 5px 0px 0px 5px; background-color: rgb(255, 184, 34);"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11052679731/original/CsPcXqvQ9OrHItUGuGBT6f9h1yNB4ra4pw.png?1574696825" style="width: auto;" class="fr-fic fr-dib" data-attachment="[object Object]" data-id="11052679731"></td><td style="width: 93.454%; border-radius: 0px 5px 5px 0px; background-color: rgb(255, 184, 34); vertical-align: middle;"><span style="color: rgb(37, 56, 88); font-size: 14px;">If your practice is an enterprise and you have multiple groups/locations setup within the enterprise, these settings must be done for each individual group/location. When finished setting the preferences, select 'Save' button at the bottom of the screen. <br></span></td></tr></tbody></table><p><br><br></p> 11000013865 49 11000079881 2020-02-12T13:00:09-07:00 11003080348 17 DrFirst Location Preferences How to access location preferences in DrFirst, and definitions of each preference setting. 2 0 0 DrFirst - Location Preferences 2020-02-12T13:00:09-07:00 11003080348 1 2019-12-03T13:59:40-07:00 0 0 There are many additional options available in the DrFirst application. Several of these utility features are for reference, or have already been configured and performed for your practice upon activation of the software. Depending on how your account is set up, you may or may not have access to all items. Access Utilities Hover on menu list in the top left corner. Select "Utilities". Select desired utility item to manage. Utilities Token Management This is your EPCS Prescriber Dashboard. This will only be available to Providers that have enrolled in EPCS. Favorites You can add prescriptions to your favorites list without being used in a patient's record previously. A current list of your favorite prescriptions is provided in the Favorites drop-down list. 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. Pharmacy List Maintenance You can add to or modify the practice pharmacy list. Signature Capture Add a signature capture to the system. <p><span style="font-family: Arial,Helvetica,sans-serif;">There are many additional options available in the DrFirst application. Several of these utility features are for reference, or have already been configured and performed for your practice upon activation of the software. Depending on how your account is set up, you may or may not have access to all items.</span></p><h3><span style="font-family: Arial,Helvetica,sans-serif;">Access Utilities</span></h3><ol><li><span style="font-family: Arial,Helvetica,sans-serif;">Hover on menu list in the top left corner.</span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select "Utilities".<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11053006812/original/vTa7zf6Hf5cUKXuff5lsCXqcHYM7teci3Q.png?1575411774" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11053006812"></span></li><li><span style="font-family: Arial,Helvetica,sans-serif;">Select desired utility item to manage.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11053006925/original/UinLO4PIzCbgvgqkpU2SMgHrdVpKeeEd1w.png?1575411952" style="width: 600px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11053006925"></span></li></ol><h3><span style="font-family: Arial,Helvetica,sans-serif;">Utilities</span></h3><h4><span style="font-family: Arial,Helvetica,sans-serif;">Token Management</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">This is your EPCS Prescriber Dashboard. This will only be available to Providers that have enrolled in EPCS.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11053007259/original/ua4MGRMfRVN6tGIq9AfvS_su0VX8-MD5BQ.png?1575412516" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11053007259"></span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Favorites</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">You can add prescriptions to your favorites list without being used in a patient's record previously. A current list of your favorite prescriptions is provided in the Favorites drop-down list.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11053007291/original/8U6Wq2vSxC8dc-DVgG0_-R-o6LOcrfrUSw.png?1575412614" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11053007291"></span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Manage My Agents</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">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.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11053007344/original/KfjtpKwkBlRi2Uo_yAmSctm_Y389rqTy4A.png?1575412675" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11053007344"></span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Pharmacy List Maintenance</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">You can add to or modify the practice pharmacy list.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11053007406/original/Uw-l39A0poBlcx7fHz3eKTgJKnhhD3N98Q.png?1575412781" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11053007406"></span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Signature Capture</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Add a signature capture to the system.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11053007451/original/AlbK3oH5gQ1e1Ki2NTDWfRufQSP9PHymVw.png?1575412844" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11053007451"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span><br></p> 11000013865 36 11000080224 2019-12-05T11:10:30-07:00 11003080348 18 DrFirst Utilities How to access DrFirst Utilities and a description of the different utilities. 2 0 0 DrFirst - Utilities 2019-12-03T15:50:06-07:00 11003080348 1 2019-08-13T14:00:24-06:00 2 1 DrFirst is getting a face-lift! The look and feel is going to be the biggest difference, with a new Modern User Interface. DrFirst will also now be "widget" and "icon" based, allowing for improved usability and a cleaner overall look. While functionality will remain the same, there have been some improvements to some workflows. All users will be expected to migrate to the new version of DrFirst between now and December 31, 2019. Look for communication from BestNotes with your transition instructions and effective date. This document will show you all the changes that you can expect with the transition. Patient summary screen The patient summary screen has widgets for each part of DrFirst. All of these widgets can be alternated between a "Full View" and a "Minified View" by selecting the arrow box in the top right corner of each widget (see Figure 1-1 and 1-2) and interacted with except for the Diagnosis/Problems widget and the demographic information. These items are managed in BestNotes and pulled into DrFirst (see Figure 1-3). Figure 1-1. Minified view and arrows to select to switch to full view of the medication widget. Figure 1-2. Full view and arrows to select to switch to minified view of the medication widget. Figure 1-3. Patient summary screen and widgets. Pharmacy search The pharmacy information will no longer automatically display "Mail Order" types, and will be listed as an option to filter in the "Pharmacy Type" (see Figure 1-4). Pharmacy codes will no longer be displayed, and will now be located next to the pharmacy result. To view the code translation, simply hover your cursor over the code (see Figure 1-5). Figure 1-4. Pharmacy search. Figure 1-5. Pharmacy codes. Search selection Once your list of pharmacy results appear, you will notice a significant improvement in appearance. With this cleaner look, you will also have the ability to select the pharmacy by selecting anywhere within the row (see Figure 1-6). Figure 1-6. Pharmacy list selection. Prescribing a medication To create a new prescription, select "Create New Prescription" at the top left of the page in the context bar (see Figure 1-7). This context bar will be available to select, regardless of which area of DrFirst you are. When searching for a medication, as you type, you will be given a drop down list that will populate as you type with the possible medications. You will then select the intended medication, or select the search icon (see Figure 1-8). This will give you available strength and formulary codes. Select the dosage you are looking for (see Figure 1-9). You will then continue to fill in the medication information. Figure 1-7. Create new prescription button. Figure 1-8. Search medication. Figure 1-9. Select dosage. Additional features In the top left hand corner, you will see a menu bar. This menu includes all areas of DrFirst (see Figure 1-10). Figure 1-10. Menu bar. At any time, on any screen, you can select the patient's name in the context bar to return to the patient summary screen (see Figure 1-11). Figure 1-11. Contact page shortcut. When you are not on the patient summary screen, there will be a side bar on the right side of the screen. This bar includes a shortcut view to different widget information. This means that you can be prescribing a medication and use the side bar to check information such as allergies without leaving the prescribing a medication screen (see Figure 1-12). Figure 1-12. Sidebar. <p><span style="font-family: Arial,Helvetica,sans-serif;">DrFirst is getting a face-lift! The look and feel is going to be the biggest difference, with a new Modern User Interface. DrFirst will also now be "widget" and "icon" based, allowing for improved usability and a cleaner overall look. While functionality will remain the same, there have been some improvements to some workflows. All users will be expected to migrate to the new version of DrFirst between now and December 31, 2019. Look for communication from BestNotes with your transition instructions and effective date.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;">This document will show you all the changes that you can expect with the transition.</span></p><h4><span style="font-family: Arial,Helvetica,sans-serif;">Patient summary screen</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">The patient summary screen has widgets for each part of DrFirst. All of these widgets can be alternated between a "Full View" and a "Minified View" by selecting the arrow box in the top right corner of each widget (see Figure 1-1 and 1-2) and interacted with except for the Diagnosis/Problems widget and the demographic information. These items are managed in BestNotes and pulled into DrFirst (see Figure 1-3).</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051928733/original/CESIq3mcmJYwyNmvWfQUKppi1uy5UwpL-w.png?1572976931" style="width: 640px;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11051928733"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-1. Minified view and arrows to select to switch to full view of the medication widget.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11051928742/original/UckR0LAf96Rq5l4n1t3DvBYksy7enGFsuw.png?1572976952" style="width: 640px;" class="fr-fic fr-fil fr-dib fr-bordered" data-attachment="[object Object]" data-id="11051928742"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-2. Full view and arrows to select to switch to minified view of the medication widget.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831216/original/BU9vUApXC-PD6PrzW-NaCSpn9judFHOA8g.png?1565905512" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831216/original/BU9vUApXC-PD6PrzW-NaCSpn9judFHOA8g.png?1565905512" data-fileid="11048831216" data-uniquekey="1565904748813" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-3. Patient summary screen and widgets.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Pharmacy search</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">The pharmacy information will no longer automatically display "Mail Order" types, and will be listed as an option to filter in the "Pharmacy Type" (see Figure 1-4). Pharmacy codes will no longer be displayed, and will now be located next to the pharmacy result. To view the code translation, simply hover your cursor over the code (see Figure 1-5).</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831107/original/3JDbl08Ed32-dLKSz2yeTtIwxNBcu90gLg.png?1565905269" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831107/original/3JDbl08Ed32-dLKSz2yeTtIwxNBcu90gLg.png?1565905269" data-fileid="11048831107" data-uniquekey="1565904748813" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-4. Pharmacy search.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831065/original/2ogcmKt1x76vDLqxvp7pcIlh6l8drGoMlw.png?1565905126" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831065/original/2ogcmKt1x76vDLqxvp7pcIlh6l8drGoMlw.png?1565905126" data-fileid="11048831065" data-uniquekey="1565904748813" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-5. Pharmacy codes.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Search selection</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">Once your list of pharmacy results appear, you will notice a significant improvement in appearance. With this cleaner look, you will also have the ability to select the pharmacy by selecting anywhere within the row (see Figure 1-6).</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831056/original/SzEPjf2ZC9TVxURro_Dymxny8mGQZB9raA.png?1565905092" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831056/original/SzEPjf2ZC9TVxURro_Dymxny8mGQZB9raA.png?1565905092" data-fileid="11048831056" data-uniquekey="1565904748813" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-6. Pharmacy list selection.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Prescribing a medication</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">To create a new prescription, select "Create New Prescription" at the top left of the page in the context bar (see Figure 1-7). This context bar will be available to select, regardless of which area of DrFirst you are. When searching for a medication, as you type, you will be given a drop down list that will populate as you type with the possible medications. You will then select the intended medication, or select the search icon (see Figure 1-8). This will give you available strength and formulary codes. Select the dosage you are looking for (see Figure 1-9). You will then continue to fill in the medication information.</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831097/original/R-1BehmKaR-QCDv0zKj_NbKOejAIpotOBw.png?1565905231" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831097/original/R-1BehmKaR-QCDv0zKj_NbKOejAIpotOBw.png?1565905231" data-fileid="11048831097" data-uniquekey="1565904748813"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-7. Create new prescription button.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831275/original/t8trZvMWA00OTdyTmP0DT4uKQ5R2ju1lXA.png?1565905612" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831275/original/t8trZvMWA00OTdyTmP0DT4uKQ5R2ju1lXA.png?1565905612" data-fileid="11048831275" data-uniquekey="1565904748813"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-8. Search medication.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831282/original/_uIDUFhaTGHqZhOwazoapFqkc5-Au22nvw.png?1565905646" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831282/original/_uIDUFhaTGHqZhOwazoapFqkc5-Au22nvw.png?1565905646" data-fileid="11048831282" data-uniquekey="1565904748813"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-9. Select dosage.</span></h5><h4><span style="font-family: Arial,Helvetica,sans-serif;">Additional features</span></h4><p><span style="font-family: Arial,Helvetica,sans-serif;">In the top left hand corner, you will see a menu bar. This menu includes all areas of DrFirst (see Figure 1-10).</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831346/original/Vf1orFqSpzYv-6vhlKgGYtR4N-N2swbGdg.png?1565905773" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831346/original/Vf1orFqSpzYv-6vhlKgGYtR4N-N2swbGdg.png?1565905773" data-fileid="11048831346" data-uniquekey="1565904748813"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-10. Menu bar.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;">At any time, on any screen, you can select the patient's name in the context bar to return to the patient summary screen (see Figure 1-11).</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831323/original/qfdYWInCvqdQubK5zA8CRiHXEzeWQfEyBQ.png?1565905716" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831323/original/qfdYWInCvqdQubK5zA8CRiHXEzeWQfEyBQ.png?1565905716" data-fileid="11048831323" data-uniquekey="1565904748813"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-11. Contact page shortcut.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;">When you are not on the patient summary screen, there will be a side bar on the right side of the screen. This bar includes a shortcut view to different widget information. This means that you can be prescribing a medication and use the side bar to check information such as allergies without leaving the prescribing a medication screen (see Figure 1-12).</span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831439/original/yqdyESX4FXemjaks6M4vOwIAJPFTfFBHjQ.png?1565906065" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11048831439/original/yqdyESX4FXemjaks6M4vOwIAJPFTfFBHjQ.png?1565906065" data-fileid="11048831439" data-uniquekey="1565904748813" style="width: 640px;"></span></p><h5><span style="font-family: Arial,Helvetica,sans-serif;">Figure 1-12. Sidebar.</span></h5><p><span style="font-family: Arial,Helvetica,sans-serif;"><br></span><br></p> 11000013865 314 11000076315 2019-11-12T09:01:05-07:00 11003080348 20 DrFirst 3 to 4 Transition DrFirst has applied a major update to their interface, this document outlines what you need t know to use DrFirst moving forward. BestNotes, Best, Notes, DrFirst, updates New, Update, ePrescribe, Medication, prescription, patient summary, widgets, new features, pharmacy 2 2 1 DrFirst 3 to 4 Transition 2020-01-08T10:36:47-07:00 11003080348 1 2020-02-10T11:29:42-07:00 0 0 The option to output printed prescriptions in a format that is compatible with a thermal printer with special paper that is supplied on a continuous roll is available. This has been tested with one printer model, the Star Micronics TSP800. The release of this feature supports printing on "Rx560" paper rolls for the following states: Alabama Alaska Arizona Arkansas Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Iowa Kansas Louisiana Maine Maryland Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Five states are not supported. These include NJ, CA, NY, KY and IN. This can be enable upon your request. Once this has been enabled, your administrator user will need to configure within practice location settings. The thermal printer must be configured with the following options: To print a prescription, select the print option from within the PDF iFrame or from the downloaded PDF: Select the "104mm X Receipt" paper size, and then select "Print": <p>The option to output printed prescriptions in a format that is compatible with a thermal printer with special paper that is supplied on a continuous roll is available. This has been tested with one printer model, the Star Micronics TSP800.</p><p>The release of this feature supports printing on "Rx560" paper rolls for the following states:</p><ul><li>Alabama</li><li>Alaska</li><li>Arizona</li><li>Arkansas</li><li>Colorado</li><li>Connecticut</li><li>Delaware</li><li>District of Columbia</li><li>Florida</li><li>Georgia</li><li>Hawaii</li><li>Idaho</li><li>Illinois</li><li>Iowa</li><li>Kansas</li><li>Louisiana</li><li>Maine</li><li>Maryland</li><li>Michigan</li><li>Minnesota</li><li>Mississippi</li><li>Missouri</li><li>Montana</li><li>Nebraska</li><li>Nevada</li><li>New Hampshire</li><li>New Mexico</li><li>North Carolina</li><li>North Dakota</li><li>Ohio</li><li>Oklahoma</li><li>Oregon</li><li>Pennsylvania</li><li>Rhode Island</li><li>South Carolina</li><li>South Dakota</li><li>Tennessee</li><li>Texas</li><li>Utah</li><li>Vermont</li><li>Virginia</li><li>Washington</li><li>West Virginia</li><li>Wisconsin</li><li>Wyoming</li></ul><p>Five states are not supported. These include NJ, CA, NY, KY and IN. This can be enable upon your request. Once this has been enabled, your administrator user will need to configure within practice location settings.</p><p>The thermal printer must be configured with the following options:</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055431432/original/6dxgLuR1O9YdiqvCJFD3YTBMpq8Whizpdw.png?1581432817" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055431432"></p><p>To print a prescription, select the print option from within the PDF iFrame or from the downloaded PDF:</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055431467/original/fxlnQ9cqA7vDCSiDY2d6NWV4rUkHgayv5w.png?1581432858" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055431467"></p><p>Select the "104mm X Receipt" paper size, and then select "Print":</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11055431495/original/nrp8tSI9S5QmRgez4NM3r7Bch_nL6CPTcQ.png?1581432896" style="width: auto;" class="fr-fic fr-dib fr-fil fr-bordered" data-attachment="[object Object]" data-id="11055431495"></p><p><br><br></p> 11000013865 10 11000082165 2020-03-24T08:44:49-06:00 11003080348 21 Thermal Printer Support The option to output printed prescriptions in a format that is compatible with a thermal printer when using DrFirst. This is available in specific states. 2 0 0 DrFirst - Thermal Printer Support 2020-03-24T08:44:49-06:00 11003080348