Step 2: Clinician invite and regisration

Clinician Invite

Every EPCS provider will receive an invite from DrFirst ([email protected]) and must follow the instructions in this email to complete the EPCS registration process, which includes the IDP Process (Identity Proofing) and activating your token. If you can't find the email, check your junk/spam folder. 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.

1. Click on the email link (Enroll now) to auto-populate information on the screen that appears. Then, select Proceed.


2. Accept the "Terms of Use" by clicking the checkbox and "I agree."  

E-prescribe non-controlled substances only

  • Have not completed identity proofing before

  1. Record the temporary code to re-enter this workflow if you are interrupted, then select Continue.

  1. Complete mandatory fields: home address, date of birth (DOB), mobile phone number, and social security number (SSN).


    Recommended field: credit card number.


  2. If your information is verified by Experian, you'll see a screen prompting you to scan a QR code with a mobile device. If you're already on a mobile device, you'll select Tap here instead.


    Before you continue, be sure to copy your temporary session password in case your session times out.

    If your information was not verified by Experian, you may be asked credit related questions before proceeding.


  1. Selecting Let's Get Started indicates your consent to move forward with verifying your identity. This includes taking a photograph of an identification card or passport.

5. Select the type of identification (e.g., ID card) you want to submit for identity proofing.

6. Allow access to your camera by selecting Capture ID photo.




  1. Center the front of your identification on screen and photograph it. Repeat this step with the back of your identification. Continue once you're satisfied with the photos.


  1. Select Take selfie to take a photograph of yourself. Continue once you're satisfied with your photo.


    Recommended: Take a photo without glasses.


  2. You'll receive an email confirmation that you successfully verified your identity. Otherwise, you will be prompted to retry the process.


    Note: Please keep this email to use later, or you may need to restart the whole process.


  3. Next, you will wait to receive a verification code text message or mail (wait approximately 5-7 business days) .


  1. Once you receive the verification code – such as in the letter shown above – use the email link you received from [email protected] to enter your verification code.


    Note: If you cannot locate this email, you will need to ask your administrator to send you an invitation to begin the identity proofing and registration process again.


  1. When you are done, you will see a confirmation message that you've completed identity proofing.

  • Completed identity proofing before

  1. If you don't want to redo identity proofing, you may opt to Use my existing authentication credentials.

  1. Enter the requested information:
    • NPI number
    • Passphrase (password to e-prescribe controlled substances)
    • Token (authenticator to e-prescribe controlled substances)
    • One-time-pin (OTP) from the token you selected

  1. When you are done, you will see a confirmation message.

E-prescribe non-controlled AND controlled substances

  • Have not completed identity proofing before


  1. Record the temporary code to re-enter this workflow if you are interrupted, then select Continue.


    You'll need to have your authenticator ("token") for e-prescribing controlled substances for next steps.

  1. Complete mandatory fields: home address, date of birth (DOB), mobile phone number, and social security number (SSN).


    Recommended field: credit card number.

  1. If your information is verified by Experian, you'll see a screen prompting you to scan a QR code with a mobile device. If you're already on a mobile device, you'll select Tap here instead.


    Before you continue, be sure to copy your temporary session password in case your session times out.

If your information was not verified by Experian, you may be asked credit related questions before proceeding.


  1. Selecting Let's Get Started indicates your consent to move forward with verifying your identity. This includes taking a photograph of an identification card or passport.

  1. Select the type of identification (e.g., ID card) you want to submit for identity proofing.

    6. Allow access to your camera by selecting Capture ID photo.

  1. Center the front of your identification on screen and photograph it. Repeat this step with the back of your identification. Continue once you're satisfied with the photos.

  1. Select Take selfie to take a photograph of yourself. Continue once you're satisfied with your photo.


    Recommended: Take a photo without glasses.

  • You'll receive an email confirmation that you successfully verified your identity. Otherwise, you will be prompted to retry the process.


    Note: Please keep this email to use later, or you may need to restart the whole process.


  1. Next, add an authenticator ("token") to your account. This token generates a one-time-pin (OTP), which acts as a security code in two-factor authentication for e-prescribing controlled substances.

There are 2 main types of authenticators that you can add to your account:


  • Symantec VIP Access app (also called a soft token).
  • Physical device (also called a fob or hard token) manufactured by either Onespan or Symantec.

Recommended: Add 2 tokens to avoid being locked out of e-prescribing controlled substances in the future. If you lose access to 1 token and do not have an alternate token registered, you will need to redo the identity proofing process again.


To add a token, fill out the required fields as they appear on screen:

  1. Next, create your passphrase, which is the password you'll use to e-prescribe controlled substances as part of two-factor authentication.


    Create a security answer and question which will you may use in the future to access your account and recover your passphrase. These fields are case sensitive.

  1. Next, you will wait to receive a verification code text message or mail (wait approximately 5-7 business days) .

  • Once you receive the verification code – such as in the letter shown above – use the email link you received from [email protected] to enter your verification code.


    Note: If you cannot locate this email, you will need to ask your administrator to send you an invitation to begin the identity proofing and registration process again.


  • Confirm by adding your passphrase and a one-time-pin from one of the tokens you registered previously.


  • When you are done, you will see a confirmation message that you've completed identity proofing and enrolled to e-prescribe controlled substances (EPCS).


    Contact your administrator so they may complete Logical Access Control (LAC), which is the last step to authorize you to e-prescribe controlled substances.


  • Completed identity proofing before


  1. If you don't want to redo identity proofing, you may opt to Use my existing authentication credentials.

2. Enter the requested information, for example:


    • NPI number
    • Passphrase (password to e-prescribe controlled substances)
    • Token (authenticator to e-prescribe controlled substances)
    • One-time-pin (OTP) from the token you selected

  1. When you are done, you will see a confirmation message.


    Contact your administrator so they may complete Logical Access Control (LAC), which is the last step to authorize you to e-prescribe controlled substances.


Once you have completed these steps, you may move to the final step  Activating EPCS.

If you have any questions, please contact us. 

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