If you prescribe controlled substances or both controlled substances and non-controlled substances, this is the first step to take, after Setting up a soft token and a hard token. In this guide, we'll cover:
- I’ve completed IDP before (controlled and non-controlled substances)
- I haven’t completed IDP before (controlled and non-controlled substances)
I’ve completed IDP before (controlled and non-controlled substances)
For this phase, you’ll need the following:
- The hard token from your existing DrFirst account
- Login credentials for your existing DrFirst account
If you prescribe controlled substances, already have an existing DrFirst account, still have the hard token, and remember your passphrase, you’ll be able to re-authenticate your identity using your existing credentials.
After you create your ePrescribe profile in SimplePractice and you receive an email from SimplePractice stating your license has been verified, DrFirst will also send you an email to invite you to complete identity proofing. This email will come from DO-NOT-REPLY-EPCS@drfirst.com with the subject line: Register to E-Prescribe with SimplePractice.
- In this email, click Enroll now
This will take you to the EPCS sign-in page pre-populated with your NPI # and Invite ID under I have an Invite.
- Click Proceed
- Check the box to accept EPCS’s Terms of Use and Conditions
- Click Continue
If DrFirst indicates that you have previously completed identity proofing with them, you’ll be able to use your existing credentials and the old token. To do this:
- Click Use my existing authentication credentials
- Enter your existing passphrase
- Select a token using the dropdown menu
- Enter the one-time PIN (OTP) from the selected token
- Click Submit
Once submitted, you’re registered with EPCS. You can skip to the final step of Completing Logical Access Control (LAC) with your granting administrator.
Note: If you prescribe non-controlled substances only, see Completing registration for ePrescribe (non-controlled substances).
I haven’t completed IDP before (controlled and non-controlled substances)
For this phase, you’ll need the following:
- Both a soft token and hard token set up
- Your mobile device or tablet
- Your driver’s license, passport, or state-issued ID
- A Visa or Mastercard credit card (the first 8 digits only)
- No security freeze on your Experian credit account
- For more information, see Where can I check what information Experian has on file for me?
After you create your ePrescribe profile in SimplePractice and receive an email from SimplePractice stating your license has been verified, DrFirst will also send you an email to invite you to complete identity proofing. This email will come from DO-NOT-REPLY-EPCS@drfirst.com with the subject line: Register to E-Prescribe with SimplePractice.
- In this email, click Enroll now
This will take you to the EPCS sign-in page pre-populated with your NPI # and Invite ID under I have an Invite.
- Click Proceed
- Check the box to accept Terms of Use and Conditions
- Click Continue
- Continue checking the boxes
- Click Continue
You’ll be given a temporary password that’ll allow you to resume the IDP session if you exit the session.
Important: This temporary password can only be used if IDP has been passed and 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, click the original invite link and enter the password. If it’s been more than 24 hours and you can’t log in using the temporary password, please reach out to our team. If we’re unable to troubleshoot, you’ll need to pay another $89 setup fee in order for our team to be able to send a new invite email.
You’ll also be presented with information regarding tokens. We recommend setting up both a hard token and a soft token, in case one is lost or inaccessible.
Note: To set up both a soft token and hard token, see Setting up a soft token and a hard token.
- Click Continue
You’ll be asked to complete the demographic data and verify that the pre-populated fields are correct. Additional information on some of the important fields includes:
Required fields:
-
Home Address
- Enter the address related to your financial records
- This is typically a home address
- Don’t enter any special characters into the address fields
- Enter the address related to your financial records
- Social Security Number
-
Mobile Phone Number
- If you enter a mobile phone number that Experian can validate, you may receive a text message with a verification code instead of a physical letter
Optional fields we recommend:
-
Credit Card Number
- Enter a personal Visa or Mastercard credit card
- You won’t be charged as Experian requires only the first 8 digits
- While this isn’t a required field, this can increase your chances of passing IDP
- Enter a personal Visa or Mastercard credit card
If Experian isn’t able to validate your information, you may be required to answer 3-4 security questions pertaining to your financial history. Based on the information provided, Experian will determine whether or not you’ve successfully passed IDP.
Important: If you fail three times, this will lock your account. You won’t be able to attempt IDP again for a full 24 hours.
On the next screen, scan the QR code with a mobile device or tablet to complete the mobile portion of IDP.
On your mobile device or tablet, follow these steps:
- Click Let’s get started to accept the terms of use
- Select a document to use to verify your identity:
- US/Canada DL and ID
- International ID Cards
- Passport Booklet
- Upload a photo of the front and back of your driver’s license or ID
- If you chose Passport Booklet, upload a photo of the photo page
- When prompted, take and upload an image of yourself
- If you wear glasses, we recommend taking the image without them
- Tap Looks good. Finish application
You’ll be prompted to go back to the screen where you scanned the QR code from your mobile device or tablet.
- Click Check Status
Important: Failure to click Check Status after completing the steps from your mobile device or tablet could result in an incomplete IDP. If the Check Status button isn’t clicked within 24 hours and you’re not able to log back in using your temporary password, please reach out to our team. If we’re unable to troubleshoot, you’ll need to pay another $89 setup fee in order for our team to be able to send a new invite email.
Once you’ve added your IDP documents, you’ll receive confirmation on the next screen and be prompted to add your tokens. See Adding tokens and creating two-factor authentication for your EPCS Dashboard for next steps.