Preparing for first-time use

After ePrescribe has been enabled for providers and staff members, each user must access ePrescribe to perform additional setup steps before he or she is allowed to enter electronic prescriptions:

• The user must create a Veradigm (formerly Allscripts) Shield account or link an existing Veradigm Shield account to ePrescribe.

• If the user is a provider who prescribes controlled substances, the user must register for the electronic prescribing of controlled substances (EPCS), which involves setting up multi-factor authentication (MFA) and completing an identity verification process (through ID.me). ID.me is the Credential Service Provider (CSP) used for EPCS.

• If the user is a provider who can prescribe medications without needing additional approval, the user must complete additional verification steps.

• The user must accept Veradigm's end user license agreement (EULA) for ePrescribe.

To prepare for first-time use

1. After ePrescribe has been enabled for your user account, log in to Dentrix Ascend. On the User menu, select Electronic Prescriptions to open ePrescribe in "task mode."

   

   If you have not used ePrescribe yet, the Welcome to the Veradigm Security Account Activation Wizard! page appears.

   

   Note: If you have an existing Veradigm Shield account, you must link it to ePrescribe. Click (or tap) Link Accounts to select the correct account. Then, skip to step 5.

2. Click (or tap) Sign Up.

   The Create New Account page appears.

   

3. Complete the form.

   Notes:

   • Providers must each use his or her own personal email address.

   • After you specify a user name, when you click outside the box, a green check mark appears if that user name is available.

4. Click (or tap) Submit.

   A message stating that your Veradigm Shield account is set up appears.

   

5. Click (or tap) Refresh.

   One of the following occurs:

   • If you are logged in as a staff member or as a provider who can prescribe on behalf of another provider, the End User License Agreement page appears. Skip to step 20.

     

   • If you are logged in as a provider, the Welcome to Veradigm - ePrescribe page appears. Proceed to step 6.

     

6. Read the instructions for verifying your identity.

   Important: To verify your identity through ID.me, you must have the following:

   • A smart phone or tablet with iOS 10.3 or later, or Android 6 or later. The smart device must also have a camera and Web browser and be able to receive text messages.

   • The ID.me Authenticator app (which is used for two-factor authentication) installed on the smart device. You can download this app from the Apple Store or Google Play.

   • Veradigm (formerly Allscripts) security account credentials. These credentials are the login ID and password that are associated with the provider's ePrescribe user account.

   • A personal or a private email address. A group or shared email is not allowed.

   • A valid driver's license, a state ID, a passport, or a passport card. Alternatively, you can answer questions about your credit history.

   • A Social Security Number.

7. Make sure you have the ID.me Authenticator app installed on your smart phone or tablet and have the proper identification, and then click (or tap) Continue.

   The Security Account Login page of the Veradigm website opens in a new browser tab.

   

8. Enter your Veradigm user name and password (created in steps 1-4), and then click (or tap) Log In.

   The Sign in to ID.me page appears.

   

9. Do one of the following:

   • If you already have an ID.me account, sign in:

     1. Enter your Email address and Password.

     2. Click (or tap) Sign in.

        The Complete Your Sign In page appears.

        

     3. Confirm that the code in the Enter the 6-digit code box matches what appears in the ID.me Authenticator app on your smart device. If the codes do not match, enter the correct code.

     4. Click (or tap) Continue.

     5. Skip to step 16.

   • If you do not have an ID.me account, you must create one. Proceed to step 10.

10. Click (or tap) the Create an ID.me account link.

    The Create an ID.me account page appears.

    

11. Enter your email address in the Email box, enter a password in the Password and Confirm Password boxes, and select the I accept the ID.me Terms of Service and Privacy Policy checkbox.

12. Click (or tap) Create account.

    The Confirm Your Email Address page appears.

    

13. Locate the Welcome to ID.me email message in your email program's inbox, and then click (or tap) Confirm your email.

    

    On the Veradigm website, the Choose a multi-factor authentication (MFA) option page appears.

    

14. Set up multi-factor authentication:

    1. Click (or tap) the Code Generator Application box.

       The Download an Authenticator app page appears.

       

    2. Click (or tap) the Scan QR Code box.

       A QR code appears.

       

    3. Open the ID.me Authenticator app on your smart device.

       

    4. Tap the plus sign (+) in the upper-right corner.

       The options to add an account appear.

       

    5. Tap Scan QR Code.

       An access message appears.

       

    6. Tap OK or Allow to allow ID.me Authenticator to have access to your device's camera.

    7. Point your device's camera at the QR code being displayed on the Veradigm website.

       

       When the device captures the QR code, a six-digit code appears in the ID.me Authenticator app.

       

    8. On the Veradigm website, click (or tap) Continue.

       The Confirm your device page appears.

       

    9. Confirm that the code in the Enter the 6-digit code box matches what appears in the ID.me Authenticator app on your smart device. If the codes do not match, enter the correct code.

    10. Optionally, enter a name for your smart device in the Name your device box.

    11. Click (or tap) Continue.

        The Your Account Is Now Secure page appears.

        

    12. Click (or tap) Generate recovery code.

        The generated recovery code appears.

        

    13. Click (or tap) the download a copy link to save the recovery code as .pdf file on your computer. Store the file in a safe, private location.

        Note: This recovery code is a one-time use code that allows you to access your account in the event that you change or lose your smart device. A recovery code is required any time you change your multi-factor authentication. A new recovery code will be generated automatically after the previous code is used. You must download and save the new recovery code each time.

    14. Click (or tap) Continue.

        The Choose a verification method page appears.

        

15. Complete the identity proofing steps:

    1. Click (or tap) the option that corresponds to how you want to verify your identity. Only the uploading of license photos will be explained, but the following methods are available:

       • Upload photos of your license or state ID

       • Upload a photo of your passport

       • Upload photos of your passport card

    2. If the Biometric Information Privacy Statement appears, read the policy, select the I acknowledge that I have received, read, and agreed to those terms checkbox, and then click (or tap) Continue.

       

       The Take photos of your identity document page appears.

       

    3. In the Mobile Phone Number box, enter your mobile phone number. The number must be registered to you under your full legal name, and the phone must be able to receive text messages.

    4. Click (or tap) Continue.

       You receive a text message from ID.me with a link to take photos of your license.

       

    5. On your smart device, tap the link in the text message.

       The device's browser opens and displays the You Are Verifying for Veradigm page.

       

    6. If the email address that is displayed is correct, tap Yes.

       The Prepare Your Document page appears.

       

    7. Tap Start document upload.

       The Take Photos With Your Phone page appears.

       

    8. Tap the Take photo of your driver's license or state ID (FRONT) box (the upper box) to take a photo of the front of your license.

       The option to take a photo appears.

       

    9. Tap Take photo.

    10. Use your device's camera to take a picture of the front of your license.

        

        The resulting photo appears.

        

    11. Tap Continue.

        The upper box now displays the photo of the front of the license.

        

    12. Tap the Take photo of your driver's license or state ID (BACK) box (the lower box) to take a photo of the back of your license.

        The option to take a photo appears.

        

    13. Tap Take photo.

    14. Use your device's camera to take a picture of the back of your license.

        

        The resulting photo appears.

        

    15. Tap Continue.

        The lower box now displays the photo of the back of the license.

        

    16. If the photos of your license are clearly displayed on your smart device, tap Submit your photos to upload the photos.

        The You Are Verifying for Veradigm page appears and displays a message about allowing access to your camera.

        

    17. Tap the X to close the message, and then tap Continue.

        The option to take a selfie appears.

        

    18. Tap the Take a Selfie link.

    19. Use your device's camera to take a picture of yourself.

    20. Tap Continue.

        A new tab opens in the device's browser and displays a message that the images were submitted.

        

    21. Return to the previous browser tab.

        The Enter your Social Security number page is open.

        

    22. Enter your Social Security Number, and then tap Continue.

        The Is your information displayed correctly? page appears.

        

    23. Confirm that your information is correct, and then select the The information I've provided is correct, and I accept the use of Fair Credit Reporting Act data to verify my identity checkbox.

    24. Tap Yes.

        The Confirming Your Phone page appears, and you receive a text message from ID.me with a link to confirm your email address.

        

    25. Tap the link in the text message.

        A new browser tab opens and displays the You Are Verifying for Veradigm page.

        

    26. If the email address that is displayed is correct, tap Yes.

        A message to return to the previous browser tab appears.

        

    27. Return to the previous browser tab.

        The Authorize Veradigm page is open.

        

    28. Tap Allow.

        Your ID.me account is now linked to your Veradigm (formerly Allscripts) security account, and you are logged out of the Veradigm website automatically.

        

        Important: If ID.me was not able to complete the identity proofing process, you will need to follow an alternate verification process, which involves completing a video conference with an ID.me representative (Trusted Referee) to confirm your identity.

16. In ePrescribe, click (or tap) Refresh (if you have not been logged out automatically); otherwise, log back in to Dentrix Ascend, and open ePrescribe in "task mode" (as explained in step 1).

    The Home Address page appears.

    

17. Enter your home street address, and then click (or tap) Submit.

    The NPI Verification page appears.

    

18. Verify that your name and NPI are correct, and then click (or tap) Submit.

    The Congratulations! page appears.

    

19. Click (or tap) Next.

    The End User License Agreement page appears.

    

20. Review the agreement, and then click (or tap) I Agree.

21. To close ePrescribe, click (or tap) Done and then Confirm on the confirmation message that appears.