Preparing for first-time use

The first time a user who has been enabled to use ePrescribe opens ePrescribe, he or she must go through an identity verification process and accept the End User License Agreement (EULA) for Veradigm (formerly Allscripts) ePrescribe. Providers who prescribe medications must complete additional identity verification steps.

Also, providers who prescribe controlled substances must complete the identity verification process explained in this topic before they can register for Electronic Prescribing of Controlled Substances (EPCS) as explained in the topics about registering for EPCS.

To prepare for first-time use

Log in to Dentrix Enterprise with a user account that has been enabled to use ePrescribe. Then, in Office Manager, click the ePrescribe Task Mode button on the toolbar to open ePrescribe.

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

Click Sign Up.

The Veradigm security account information page appears.

Complete the form.

Notes:

Providers must use their own personal email addresses.

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

Click Submit.

A message appears, stating that your shield account is set up.

Close and reopen ePrescribe (in task mode).

One of the following occurs:

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

If you are logged in as a non-prescriber (staff or prescribe-on-behalf user), the End User License Agreement page appears. Skip to step 19.

Read the instructions for verifying your identity.

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

A smartphone 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.

Close ePrescribe.

Using the Google Chrome or Microsoft Edge browser, go to eprescribe.allscripts.com.

Use your ePrescribe user name and password (created in steps 1-4) to log in to the Veradigm website.

The Welcome to Veradigm - ePrescribe page appears.

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

The Security Account Login page appears.

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

Do one of the following:

If you already have an ID.me account, log in to it:

If the Create an ID.me account page is open, click the Or sign in to your account link.

The Sign in to ID.me page opens.

Enter the applicable Email address and Password.

Click Sign in to ID.me.

If you do not have an ID.me account, create one:

If the Sign in to ID.me page is open, click the Or create an ID.me account link.

The Create an ID.me account page opens.

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.

Click Create an ID.me account.

The Confirm Your Email Address page opens.

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

The Secure Your Account page opens and displays the multi-factor authentication options.

Set up two-factor authentication:

Click the Code Generator Application link.

The enrollment options appear.

Click Scan QR Code.

A QR code appears.

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

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

The options to add an account appear.

Tap Scan QR Code.

An access message appears.

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

Point your device's camera at the QR code being displayed in ePrescribe.

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

On the Veradigm website, the Secure Your Account page displays the confirmation options.

Enter the code from your smart device into the Enter the 6-digit code box, optionally enter a name for your smart device in the Name your device box, and then click Continue.

The Your Account Is Now Secure page opens.

Click Generate recovery code.

The generated recovery code appears.

Click the download a copy link to save the recovery code as .pdf file in a safe storage 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.

Click Continue.

The Verify Your Identity page opens.

Complete the identity proofing steps:

Under Choose a verification method, click the link 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

If the Biometric Information Privacy Statement page opens, read the policy, select the checkbox to acknowledge that you understand, and then click Continue.

The Choose how ot submit photos options appear.

Click the Take photo link.

The Receive a link on a smartphone to take a photo options appear.

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.

Click Continue.

If a message regarding whether you control  the email address for your ID.me account or not appears, click Yes.

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

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

The device's browser opens and displays the Take Photos With Your Phone page.

Tap the I'm ready to take a photo link.

The options for taking photos appear.

In the upper box, tap the Take photo of your driver's license or state ID link to take a photo of the front of your license.

The option to take a photo appears.

Tap Take photo.

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

The resulting photo appears.

Tap Continue.

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

In the lower box, tap the Take photo of your driver's license or state ID link to take a photo of the back of your license.

The option to take a photo appears.

Tap Take photo.

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

The resulting photo appears.

Tap Continue.

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

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

A message appears on a new browser tab when the images have been submitted.

Return to the other open browser tab.

The Enter Your Social Security Number page is open.

Enter your Social Security Number, and then click Continue.

Your registration information appears.

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.

Click Yes.

The Authorize Allscripts Shield page opens.

Click Allow.

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

Alternate verification process:

If you receive a message stating that your identity could not be verified, do the following on your smart device:

Click Schedule Now.

Click Get Started.

Select a preferred date and time, and then click Continue.

Confirm your personal information, and then click Continue.

Select a primary and secondary identification document. Refer to the ID.me article "What is a Primary or Secondary Identification Document?" for information about acceptable primary and secondary documents.

Click Continue.

From your smart device, take and upload photos of your identification documents, and then tap Continue.

When your photos are received, in the ePrescribe window, enter your mobile phone number, and then click Continue.

On you smart device, click the link in the text message that you receive from ID.me, and then take a photo of yourself using the device's camera.

Under Selfie, tap Choose.

Tap Choose file, and then select the photo that you took of yourself.

Tap Submit Selfie.

In the ePrescribe window, a confirmation that your video call appointment with an ID.me referee has been scheduled appears.

Reopen ePrescribe.

The Home Address page appears.

Enter your home street address, and then click Submit.

The NPI Verification page appears.

Verify that your name and NPI are correct, and then click Submit.

The Congratulations! page appears.

Click Next.

The End User License Agreement page appears.

Review the agreement, and then click I Agree.

If the Password Setup page appears, proceed to the next step; otherwise, skip to step 21.

If you need to set up users to prescribe controlled substances electronically, or if you need to prescribe controlled substances electronically, enter a password in the Password and Confirm Password boxes, and then click Setup Password.

If you have multiple sites (clinics) set up in ePrescribe (as explained in the topic about adding sites in ePrescribe), the site selection page appears.

Select a site.

Select any of the following checkboxes as needed:

Keep me logged into the selected site until the end of the day - When you click Select, for the rest of the day, ePrescribe will not prompt you to select a site.

Make this my default site (do not ask me again) - When you click Select, ePrescribe will always log you in to the selected site and will never again prompt you to select a site.

Note: With neither checkbox selected, ePrescribe will prompt you to select a site each time you open that module from Dentrix Enterprise.

Click Select.