MicroMD EPCS Gold Registration Guide

Transcription

1 THANK YOU FOR YOUR PURCHASE OF MICROMD EPCS GOLD! MicrMD EPCS Gld enables prescribers t legally write prescriptins fr Schedule II thrugh V* drugs t retail r mail rder pharmacies electrnically, easily and seamlessly within their nrmal MicrMD erx wrkflw. EPCS will help prescribers reduce drug abuse, drug diversin and dctr shpping. This makes prescribing mre cst-effective, efficient and safe, as well as advances patient medicatin adherence, increases cnvenience fr yur patients, minimizes DEA number expsure, and reduces ptential prescriptin errrs. And, by transmitting electrnically, there are n mre paper prescriptin pads t purchase, nr will yu need t wrry abut prescriptins being stlen, altered r frged. There are a number f registratin steps that MicrMD, the prescriber and the practice will cmplete tgether, s let s get started with yur implementatin. EPCS REGISTRATION PROCESS OVERVIEW The DEA's Interim Final Rule with Request fr Cmment titled "Electrnic Prescriptins fr Cntrlled Substances" revises DEA regulatins t prvide practitiners with the ptin f writing prescriptins fr cntrlled substances electrnically, including the specific federal regulatins that EPCS sftware applicatins, prescribers and pharmacies need t meet. Prescribers need t use DEA-certified applicatin, such a MicrMD s EPCS Gld, cmplete an Identify Prfing (IDP) prcess, be authrized by a practice t apprve cntrlled substances and have Tw-factr Authenticatin (TFA) user credentialing tls in place befre starting t use the EPCS functinality in MicrMD EMR. This registratin guide utlines the basic steps cmpleted by MicrMD, the prescriber and the practice as utlined belw. These steps can take at a minimum 2 weeks, depending n hw mtivated yu are t cmplete yur registratin. Dn t wrry if yu dn t yet knw what all these steps mean. We ll utline each in detail further alng in the guide. If yu need supprt during the registratin prcess, cntact us: Phne: r hsms.supprt@henryschein.cm EPCS Registratin Prcess 1-2 Days MicrMD cntacts the practice t Review required registratin steps Cnfirm entry f the items that must be entered in the EMR Manager fr each prescriber Persnal tab: FirstName, LastName, Gender User Prfessinal Detail tab: DEA, NADEAN (If issuing detx medicatins) and NPI Address tab: Wrk Address, City, State, Zip, Phne, Fax, User Rles and Functins tab: Write Prescriptins ptin is active Prvide this registratin guide Practice and prescriber(s) review the registratin guide 1

2 MicrMD issues an registratin invitatin t each prescriber t begin the initial nline registratin MicrMD rders prescriber hard tken t be mailed t the practice address (Received in abut a week) 1-2 Weeks MicrMD crdinates with practice t upgrade t MicrMD EMR Versin 10.5 r higher fr EPCS functinality Practice cnfirms that all prescriber infrmatin is entered in the EMR manager Prescriber dwnlads up t 4 sft tken(s); at least 1 tken required fr initial nline registratin Prescriber cmpletes their initial nline registratin steps t start their Identity Prfing (IDP) (Set aside a half hur) Experian verifies prescriber identity and mails a cnfirmatin letter t the prescribers hme (Abut 3 days) Prescriber enters their IDP Cnfirmatin Transactin ID frm their Experian IDP Cnfirmatin Letter int the nline registratin website 1 Day 1 Hur Designated practice administratr cmpletes the Lgical Access Cntrl (LAC) t grant Active status t the prescriber authrizing the prescriber t prescribe cntrlled substances n behalf f the practice MicrMD cnfirms prescriber has been granted Active status and cntacts practice t schedule web training Prescriber cmpletes web training and is ready t use the functinality Prescriber is ready t electrnically prescribe cntrlled substances in their MicrMD EMR erx wrkflw Nw, let s review the details f the registratin prcess. 2

3 EPCS PRACTICE SETUP STEPS 1) Befre the prescriber starts the initial nline registratin steps, the practice shuld cnfirm that the prescriber is an active Surescripts prescriber with an SPI number that enables them t erx frm MicrMD EMR. If nt, the prescriber will first need t be activated with Surescripts fr erx. Als, cnfirm the fllwing infrmatin is entered/active/true under fr each registering prescriber in the EMR Manager: a. Persnal tab: FirstName, LastName, Gender b. User Prfessinal Detail tab: DEA, NADEAN (If issuing detx medicatins) and NPI c. Address tab: Wrk Address, City, State, Zip, Phne, Fax, d. User Rles and Functins tab: Write Prescriptins ptin is active 2) Designate practice staff t serve as an Administratr fr EPCS. EPCS Administratrs will grant Active access t prescribers in the Lgical Access Cntrl (LAC) prcess t authrize the prescriber t prescribe cntrlled substances n behalf f the practice and activate the EPCS functinality fr the prescriber in their MicrMD EMR erx wrkflw. Once the abve steps are cmpleted by the practice, MicrMD will issue an invitatin t the prescriber t begin the initial nline registratin steps belw. PRESCRIBER REGISTRATION STEPS The DEA requires that each prescriber g thrugh a registratin prcess in rder t send cntrlled substance prescriptins electrnically. We have brken dwn thse requirements int simple steps. If yu have any questins abut the registratin prcess, yu can reference the DrFIrst EPCS Gld training vide ( r cntact Client Supprt; Phne: r hsms.supprt@henryschein.cm. 3

4 Prescriber shuld set aside at least a half hur t cmplete the initial nline registratin steps in their entirety. Prescribers must cmplete all the initial nline registratin steps (Submit IDP infrmatin, set up a passphrase, and register sft tkens) in a single attempt r else the system will cnsider it a failed attempt. If all initial steps are nt successfully cmpleted, Experian will nt begin their prescriber IDP prcess. After 3 failed attempts the system will lck them ut fr a FULL 24 hurs frm their 3 rd failed attempt. This includes instances where the prescriber clses their brwser, lgs ff r internet disruptin. 1) Prescriber dwnlads at least 1 OTP sft tken frm Symantec: Dwnlad Symantec VIP Access sft tken fr MOBILE devices: Dwnlad Symantec VIP Access sft tken fr DESKTOP devices: NOTE: A prescriber may dwnlad and register up t 4 sft tkens fr their EPCS accunt as the maximum number f tkens that can be registered with an individual accunt is 5 ne f the thse 5 tkens that will need t be registered is the hard tken that will be mailed t the prescriber wrk address during their registratin. NOTE: It is als imprtant that the prescriber have ready the fllwing: NPI and DEA #s available fr the registratin A persnal credit card fr the Experian Identity Prfing (IDP) Driver s license number and license class (Optinal fr Experian IDP) 2) Every EPCS prescriber will receive an invitatin frm DrFirst t begin the initial nline registratin steps. This is smetimes sent t the prescriber s junk flder, s it is imprtant the prescriber checks bth his/her inbx and the SPAM/junk flder fr it. NOTE: If yu d nt receive yur invitatin, cntact MicrMD Client Supprt t determine the ptential causes and reissue the if needed. 3) Within the , there will be a unique link fr the prescriber t access the nline DrFirst EPCS Gld registratin website. The prescriber must click this link t initiate the registratin prcess. The invite message als includes the prescriber s invite ID, s it is imprtant that this is saved in the event that the nline registratin is nt fully cmpleted in ne sitting, the prescriber can access the link again fr the next registratin attempt. 4

5 4) This link will take the prescriber t the fllwing nline registratin web page. The prescriber shuld enter his/her NPI and the Invite ID frm their invitatin . The infrmatin may already be ppulated in the bxes and the prescriber will just simply need t cnfirm the infrmatin is the same as what is in the received. NOTE: The prescriber may be required t scrll dwn and t the right t find the bxes including the Invite ID when launching this page as sme brwsers d nt cndense the infrmatin at the tp f the page. NOTE: A PRESCRIBER SHOULD NOT START THIS PROCESS WITHOUT dwnlading at least 1 sft OTP tken. Even if the prescriber gets thrugh the Identity Prfing (IDP) prcess successfully, he/she cannt cmplete the last registratin step withut an OTP tken. 5) Once a prescriber has successfully lgged in, the first step will be t accept the Terms f Use, shwn belw: 5

6 6) Next, the prescriber must enter any infrmatin within the user registratin screen that was nt upladed by the NPI Registry in the fields marked with a red asterisk (*). NOTE: When entering yur credit card inf, it is very imprtant that The address that is entered matches the prescriber s hme address, nt the practice address. This address will nly be used fr the IDP Prcess and must match the billing address f the credit card being prvided. The card being used must be a persnal credit card (excluding American Express and Discver) Als, a debit card r a business credit card cannt be used here. Only the first 8 characters f the credit card are required. NOTE: Sme additinal tips t ensure successful cnfirmatin f prescriber demgraphic infrmatin by Experian Make sure the address used during the IDP is yur hme address, nt yur practice address Althugh a telephne number is nt required, it des help Experian verify yur identity. If yu enter a telephne number, use a cell phne r land line assciated with the address yu are entering fr yur demgraphics. NOTE: When entering yur driver s license number, yu must enter the license class identifier BEFORE yur license number (with n spaces). Fr example, if yur Driver s License ID is INH42UJ and the class n yur license is D, yu wuld enter: DINH42UJ in the Driver s License Number field. 6

7 7) Next, the prescriber will be required t answer 3 questins based n his/her financial histry. The prescriber shuld try his/her best t answer all 3 questins crrectly, but if ne is missed ne, there is still a pssibility the prescriber will pass. If a prescriber receives a failure ntificatin, he/she must start the IDP prcess ver. NOTE: If a prescriber fails the IDP verificatin 3 times (this culd be fr demgraphic r financial IDP mismatch r fr any instance in which the prescriber clses their brwser, lgs ff r experiences an internet disruptin), they shuld nt attempt t g start the IDP prcess again fr 24 hurs. Once a prescriber has failed 3 times during any f the initial nline registratins steps, the accunt will be lcked and he/she cannt cmplete the prcess successfully until after 24 hurs has passed since the last attempt. Prescribers will have unlimited times t try 3 mre failed attempts as lng as they wait the full 24 hur lckut perid each time. If IDP verificatins cntinue t fail, the prescriber needs t cntact Experian t discuss the demgraphic mismatch and restart the registratin prcess when the prescriber has been able t cnfirm the specific demgraphic infrmatin that Experian will match. 7

8 8) Once cmpleted successfully, the prescriber will get a cnfirmatin that he/she has successfully verified his/her identity. 9) Next, the prescriber must create a passphrase that will be used bth t access their EPCS Dashbard accunt in the future, as well as during the prcess f sending a schedule medicatins within the MicrMD EPCS Gld applicatin. The passphrase shuld cntain lwercase and uppercase alphabetic characters, a numeric digit, and a special character. An example f this wuld be, Abc12345! NOTE: The EPCS passphrase will be used by the prescriber t cmplete their registratin AND used by the prescriber t authenticate their identity fr each cntrlled substance (r batch f cntrlled substances) the prescriber will erx thrugh MicrMD EPCS in the EMR wrkflw. The passphrase must: Be 8 characters lng Include at least 1 capital letter Include bth an alpha and numeric characters 8

9 10) Additinally, the prescriber must als create a security questin and answer in the event that the passphrase is ever frgtten it can be retrieved and/r reset. 11) The prescriber will then receive ntificatin that their passphrase has been successfully created. 12) Next, the prescriber will be asked t register his/her OTP sft tken(s) t his/her accunt. In rder t d this, the prescriber will need the tken that he/she dwnladed frm Symantec befre starting the registratin prcess. The symbl fr this app is als shwn belw, alng with hw the OTP app lks running n a mbile device. NOTE: A prescriber may dwnlad and register up t 4 sft tkens fr their EPCS accunt as the maximum number f tkens that can be registered with an individual accunt is 5 ne f the thse 5 tkens that 9

10 will need t be registered is the hard tken that will be mailed t the prescriber wrk address during their registratin. 13) At this pint, the prescriber will then be asked t enter the fllwing infrmatin: a. Tken name: A nickname fr the tken (Name it smething t make it clear what device it is used n t assist in easy identificatin f the tken during prescriptin signing) b. Serial Number: The Credential ID shwn n the sft tken dwnladed frm the App Stre (Belw example = VSMT ) c. OTP PIN: Generate an OTP PIN and enter the unique PIN number shwn n the tken (Belw example = ) NOTE: The OTP PIN is securely designed t reset and change every 30 secnds, s if it disappears befre yu have a chance t enter it, simply generate a new OTP PIN. 14) Next, the prescriber will get a cnfirmatin that the tken has been added t his/her accunt. The prescriber will then click the buttn at the bttm right f the screen that says Dne adding tkens. 10

11 15) The system will cnfirm that the prescriber has cmpleted these initial nline registratin steps and prvide yu with a cnfirmatin that yu shuld receive yur IDP Cnfirmatin Letter frm Experian in 2-3 business days via FedEx t their hme address. There is still ne mre step the prescriber will need t cmplete as part f their initial nline registratin prcess as utlined belw. 16) Once the IDP prcess has been cmpleted and the tken(s) registered, the prescriber will receive an IDP Cnfirmatin Cde (Transactin ID Number as shwn in website the example abve) within a letter frm Experian thrugh FedEx in 2-3 days. This letter will be mailed t the hme address that was prvided during the IDP prcess abve. 17) The prescriber will then need t lg back int the EPCS Gld registratin website using the link frm their riginal registratin invitatin and enter the IDP Cnfirmatin Cde (Transactin ID Number) 11

12 supplied in the letter t cmplete the initial nline registratin steps. If the prescriber has lst the riginal e- mail invitatin, they may access the website with the fllwing link: 18) In rder t lg back in, the prescriber will need his/her tken t enter an OTP PIN number and the passphrase that was created during the initial registratin steps utlined abve. NOTE: If the prescriber has frgtten his/her passphrase, he/she can reset it by clicking the link abve, titled Frgt Passphrase. The prescriber will need t enter the infrmatin belw and answer the security questin t reset his/her passphrase. 19) Once lgged in, the prescriber will need t enter the IDP Cnfirmatin Cde (Transactin ID Number) fund in the IDP Cnfirmatin Letter sent by Experian. This cde shuld be entered int the bx shwn belw and then click Cntinue : 12

13 Once these initial nline registratin steps are cmpleted and the practice has upgraded t MicrMD EMR Versin 10.5 r higher, the prescriber will nw be ready t cmplete the Lgical Access Cntrl (LAC) prcess with his/her administratr and grant Active status t the prescriber. This is dne thrugh the Lgical Access Cntrl (LAC) prcess described belw. LOGICAL ACCESS CONTROL (LAC) STEPS At this time a designated Administratr fr EPCS needs t grant Active access fr each prescriber t use the EPCS functinality. This DEA-required prcess is called Lgical Access Cntrl (LAC). Essentially, LAC invlves the practice authrizing the prescriber t prescriber cntrlled substances n behalf f the practice. Thrugh the e-prescribing applicatin, the practice administratr and the prescriber (r anther practice prescriber) that has cmpleted the initial registratin steps t be cnsidered Enrlled in EPCS) are necessary t authrize a prescriber fr EPCS. In rder t d this, the admin must first lgin t his/her e-prescribing accunt. 1) Once upgraded t MicrMD EMR Versin 10.5 r higher, a staff member with the EMR User Rle f Administratr f EPCS will add the EPCS LAC icn t their Desktp Tls. Click the EPCS LAC icn t access the LAC screen. 2) The LAC screen will list nly thse prescribers that have been enrlled t the pint that they have cnfirmed their Identity Prfing (IDP) during the initial nline registratin steps, meaning they have cmpleted the IDP prcess with Experian, established a signing passphrase, registered their tken(s), and entered their IDP Cnfirmatin Transactin ID successfully. Prescribers with an Inactive grant will be listed first. 13

14 Nte: This screen will shw n mre than 50 prescribers. If yu d nt see the prescriber yu wuld like t activate, simply search fr him/her at the tp f the page. 3) Next, the administratr will need t change the LAC grant status t Active fr any prescribers that needs authrizatin t electrnically prescribe cntrlled substances. An administratr may activate multiple prescribers in a single LAC sessin. 14

15 4) Next, the prescriber will need t identify him/herself n the LAC screen by entering their NPI number. The prescriber can be any prescriber that already has an EPCS status f Enrlled. This culd be the dctr being activated, r any dctr within the practice r any ther practice enrlled with EPCS Gld. 15

16 5) Next, the prescriber will chse the OTP tken frm the list that he/she wants t use. The prescriber will need t enter his/her passphrase and the OTP PIN frm his/her tken. Once the prescriber clicks Authrize, the prescriber will then have access t the MicrMD EPCS Gld functinality in the MicrMD EMR erx wrkflw, as well as be able t add the EPCS Dashbard icn t their Desktp Tls t access their EPCS accunt t manage accunt details and view prescriptin statuses. NOTE: Click the windw clse X t exit the LAC area. Clicking the Exit buttn will take yu t DrFirst erx area which is nt part f the MicrMD EPCS Gld slutin. 16

17 6) If necessary, it is pssible fr the administratr t see the histry f prescribers that have gne thrugh this prcess thrugh the Lgical Access Cntrl Activity Reprt.. At this time, the practice shuld cntact MicrMD Client Supprt t schedule prescriber EPCS web training. 17

18 EPCS TIPS + FAQs Identity Prfing (IDP) What is Identity Prfing (IDP) and why is it required? Identity prfing is a DEA-required step that must be cmpleted by an apprved 3 rd party entity, such as Experian, t verify each prescriber is wh they say they are. Wh des the Identity Prfing (IDP)? Experian verifies the demgraphic and financial infrmatin f each prescriber registering fr MicrMD EPCS Gld. What are the Identity Prfing (IDP) steps? As part f the initial nline registratin prcess, the prescriber submits demgraphic and financial infrmatin matching the infrmatin that Experian has n file fr the individual. Once the infrmatin is successfully submitted during the nline registratin, Experian prcesses the infrmatin and FedEx s a physical IDP Cnfirmatin Letter t the prescribers HOME address. That letter will cntain an IDP Cnfrmatin Transactin ID that the prescriber will enter int the nline registratin site t cmplete their initial registratin steps. What if I lse my IDP Cnfirmatin Letter? Cntact MicrMD Client Supprt. We will request a new Experian IDP Cnfirmatin letter frm DrFirst be sent t yur HOME address. There will be an additinal charge fr a lst IDP Cnfirmatin Letter. D I need t cmplete the IDP prcess again if I change my name? In mst cases, n. If a prescriber name change is ccurring, f curse the prescriber wuld wrk t update their infrmatin related t their NPI and DEA numbers. After that is cmplete, the practice shuld update the Prvider Details in the EMR Manager and then ntify MicrMD f the name change. MicrMD will fllw up with DrFirst t make their change n their backend t update the infrmatin. Initial nline registratin steps: Submitting yur identity prfing infrmatin What if I didn t receive a registratin invitatin ? The invitatin includes a unique link fr each prescriber t the nline registratin website and cmes frm the fllwing address: DO- NOT-REPLY-EPCS@epcsdrfirst.cm. First, check t ensure that the did nt end up in yur Junk Mail r SPAM flder. If yu still cannt lcate yur invitatin and yu have nt started any f the nline registratin steps, cntact MicrMD Client Supprt t reissue a new invitatin . There are a number f reasns why yu may nt have received yur invitatin , including: Internet disruptin Yur inbx is full Yur address is ver 30 characters including What if I lse my riginal registratin invitatin after I ve cmpleted the initial nline registratin steps? If yu have already cmpleted the steps t successfully submit yur Identity Prfing (IDP), establish yur signing pass phrase and register OTP tkens, and yu are ready t enter yur IDP cnfirmatin Transactin ID, yu may use the fllwing generic lgin URL: Yu must dwnlad at least 1 One Time Pin (OTP) tken t start the nline registratin prcess. 18

19 Prescribers cannt cmplete the initial nline registratin steps withut at least dwnlading 1 One Time PIN (OTP) sft tken. It is recmmended that prescribers dwnlad multiple sft tkens (up t 4 sft tkens t register with their EPCS accunt) t devices frm which they WILL NOT be prescribing cntrlled substances. Prescribers shuld dwnlad multiple sft tkens nt their secure phne(s), tablet(s) and hme desktp(s) t ensure they are never withut a tken where they wuld need t use it. If a prescriber ever lses access t all sft and hard tkens, they will need t repurchase MicrMD EPCS Gld and cmplete the registratin and LAC activatin again. Prescribers shuld nly dwnlad sft tkens t devices they have secure cntrl ver. Sft tkens shuld nt be dwnladed t the devices(s) n which the prescriber will be authrizing cntrlled substance prescriptins. When authrizing cntrlled substance prescriptins, a best practice is t use the sft tken n a secure smart phne r tablet r use the hard tken. Each prescriber will als receive a hard OTP tken mailed t their practice address. This hard tken will need t be registered with their EPCS accunt nce it is received in rder t use it. A prescriber may dwnlad and register up t 4 sft tkens fr their EPCS accunt as the maximum number f tkens that can be registered with an individual accunt is 5 ne f the thse 5 tkens that will need t be registered is the hard tken that will be mailed t the prescriber wrk address during their registratin. Dwnlad Symantec sft tkens frm the fllwing website: Dwnlad Symantec VIP Access sft tken fr MOBILE devices: Dwnlad Symantec VIP Access sft tken fr DESKTOP devices: Select the apprpriate desktp/mbile device and fllw instructins n the website t dwnlad the sft tken Repeat t dwnlad sft tkens fr multiple devices and types Can I stp in the middle f the initial nline registratin steps and cme back t it later? N, the nline registratin website des nt save the infrmatin up until the pint yu exit. If yu stp in the middle f the User Registratin, the system will cnsider that a failed attempt. After 3 failed attempts yu will be lcked ut fr 24 hurs and yu will have t start the nline registratin steps frm the beginning. Plan n a half hur f time t cmplete the initial nline registratin steps. What if my demgraphics are nt crrect fr the Experian Identity Prfing (IDP) during my nline registratin? The infrmatin yu submit thrugh the registratin website fr yur IDP must match the infrmatin that Experian has n file fr yu as an individual. If, after a number f failed attempts, the submissin is unsuccessful, yu will need t cntact Experian t secure a cpy f yur credit reprt t cnfirm the infrmatin Experian has n file and retry yur submissin. What happens if my submissin f demgraphics is unsuccessful fr the Experian Identity Prfing (IDP) during my nline registratin? Prescribers must cmplete all the initial registratin steps (Submit IDP infrmatin, establish a passphrase and register sft tkens) in a single attempt r else the system will cnsider it a failed attempt. If all initial steps are nt successfully cmpleted, Experian will nt begin their prescriber IDP prcess. After 3 failed attempts, the nline registratin system will lck prescribers ut fr a FULL 24 hurs frm the time f the 3 rd failed attempt. This includes instances where the prescriber clses their brwser, lgs ff f the registratin site r if an internet disruptin 19

20 ccurs. Prescribers will have unlimited times t try 3 mre failed attempts as lng as they wait the FULL 24 hur perid each time. Are there things I can d t ensure a successful submissin f my Identity Prfing (IDP) infrmatin? Yes. Mst imprtantly, plan t cmplete all the initial nline registratin steps in ne sitting t ensure a successful submissin. Additinally, use the fllwing tips t imprve yu Experian IDP success rate: When entering yur persnal credit card number: It is very imprtant that the address that is entered matches the prescriber s hme address, nt the practice address. This address will nly be used fr the IDP Prcess and must match the billing address f the credit card being prvided. The card being used must be a persnal credit card (excluding American Express and Discver). It cannt be a debit card r a business credit card. Only the first 8 characters f the credit card are required. Cnsider entering yur Driver s License infrmatin t give Experian extra infrmatin t verify yur identity faster. Ensure yu are entering the infrmatin in the frmat utlined in the Initial Online Registratin steps detailed abve After successfully entering yur demgraphic infrmatin, yu will be presented with 3 financial histry questins. Read these questins carefully and select the mst accurate answers. If Experian was unable t verify yur identity based n the first 3 questins, yu will be presented with a 4 th questin. Initial nline registratin steps: Setting up yur EPCS signing passphrase What will the passphrase be used fr? The passphrase is a critical part f yur user credentials that is used alng with yur NPI and One Time PIN t: Lg int the nline registratin website t cmplete yur initial registratin steps Cmplete the Lgical Access Cntrl t grant active status fr each prescriber Lg int the EPCS Dashbard frm MicrMD EMR t manage yur EPCS accunt after granted active status Authrize cntrlled substance prescriptins at the pint-f-prescribing in MicrMD EMR Initial nline registratin steps: Registering OTP sft tken(s) t yur EPCS accunt What are OTP tkens and why are they required? An OTP (On Time PIN) tken (hard r sft) is a required piece f the prescribers EPCS credentials used in cmbinatin with their NPI number and established signing Passphrase t securely authenticate prescribers during EPCS registratin, EPCS Dashbard accunt access and at the pint-f-prescribing cntrlled substances. A hard OTP tken is a physical device, abut the size f a USB drive, with a buttn that the user pushes t generate the unique PIN. Each time the buttn is pushed, a new, unique PIN is generated and shwn in the tken windw fr the prescriber t enter where apprpriate. A sft OTP tken essentially wrks the same way, althugh it is a dwnladed app that can be used n devices t generate a unique PIN. 20

21 While prescribers MUST start their registratin prcess using a dwnladed Symantec VIP Access sft tken, every prescriber will be issued a hard tken t register with their EPCS accunt. The hard tken can be used fr prescriber Lgical Access Cntrl (LAC) activatin during registratin, as well as serve as the main r backup OTP methd. Why shuld I dwnlad multiple sft tkens n different devices? Having back up tkens ensures that the prescriber is never withut a way t authrize EPCS prescriptins. Additinally, as a DEA required safety precautin, if all tkens are lst, the prescriber wuld need t repurchase MicrMD EMR EPCS and cmplete the registratin and activatin prcess all ver again. As a reminder, sft tkens shuld NEVER be dwnladed t a device upn which yu will be authrizing cntrlled substance prescriptins. Hw many tkens may I register with my EPCS accunt? A maximum f 5 tkens any cmbinatin f sft and hard tkens may be registered t an individual prescriber s EPCS accunt. Hw shuld I name my multiple tkens when registering them t my accunt? If yu will be using multiple tkens t authrize prescriptins, yu will want t name yur tkens t be easily identified and selected frm a list f all yur active registered tkens in the MicrMD EPCS Gld signing screen. If yu plan t use multiple sft tkens n multiple devices: Chse a shrt name that clearly identifies the specific device If yu plan t use multiple hard tkens: Cnsider naming them Hard Tken 1, Hard Tken 2, etc. then marking yur hard tken with that number t keep them straight. Where will the hard tken(s) be mailed? Hard tkens are mailed the prescriber s ffice address n file with MicrMD Hw d I register my hard tken with my accunt after I receive it? If yu are still cmpleting the activatin prcess, yu may access the nline registratin site frm yur riginal registratin invitatin t manage yur devices (add additinal hard r sft tkens) t add yur new hard tken. If yu have already been granted active access after the LAC prcess, yu will be able t access the EPCS Dashbard frm the icn n yur Dashbard Tls in MicrMD EMR. The icn will link yu t yur EPCS Dashbard lgin screen. Lgin with yur credentials and select the Devices tab t add yur hard tken. Can I rder additinal r replacement hard tkens? Yes, cntact MicrMD Client Supprt t rder additinal replacement tkens. Additinal tkens are purchased and inviced t yur practice at current rates Replacement tkens are prvided free f charge if the tken is lst, damaged, r inperable 21

22 within the first three (3) mnths f receipt. If the tken is lst, damaged, r inperable after the first three (3) mnths f receipt, the replacement tken will be inviced t yur practice at current rates. What if I lse a tken? Once fully registered fr EPCS prescribers will be able t access their EPCS Dashbard frm the MicrMD EMR t add r deactivate tkens frm their accunt. There is an ptin t reprt lst tkens thrugh the EPCS Dashbard Devices tab. Once reprted, the tken will be deactivated If yu need additinal sft tkens, yu may dwnlad them frm: Dwnlad Symantec VIP Access sft tken fr MOBILE devices: Dwnlad Symantec VIP Access sft tken fr DESKTOP devices: If yu need a replacement hard tken, yu must cntact MicrMD Client Supprt separately (Phne: r hsms.supprt@henryschein.cm) Cmpleting the Lgical Access Cntrl (LAC) prcess: Granting Active status t each prescriber What is the Lgical Access Cntrl (LAC) prcess? Once a prescriber has cmpleted their initial nline registratin steps and entered the Identify Prfing (IDP) Transactin ID frm their Experian IDP Cnfirmatin Letter int the registratin website, the next step will be fr a designed practice administratr t authrize the prescriber t prescribe cntrlled substances n behalf f the practice. This step will grant Active access status t the EPCS slutin within MicrMD EMR. This is the final EPCS registratin step required t activate the EPCS functinality within MicrMD EMR. The next step is fr the prescriber t schedule their web training. Hw is the LAC prcess cmpleted? The practice administratr designed in the EMR Manager as Administratr f EPCS will have access t add the EPCS LAC icn t their Desktp Tls t access the LAC authrizatin area. Refer t the detailed registratin steps abve fr instructins n hw t cmplete the prcess. What else can the practice administratr d with in the LAC authrizatin area? Deactivate prescribers n lnger authrized t prescribe cntrlled substances n behalf f the practice. When deactivating a prescriber, it is als required that the practice cntact MicrMD t discntinue the mnthly subscriptin fr the prescriber. After Active access has been granted, what else d I need t d? Hw d I use the MicrMD EPCS Gld functinality in MicrMD EMR? Training is included in yur EPCS setup. Once yur practice administratr has cmpleted the Lgical Access Cntrl (LAC) prcess t grant a prescriber active access t the EPCS functinality, MicrMD will fllw up with yu t schedule a web training sessin. Detailed usage steps can als be fund in the MicrMD EMR Reference Manual n the MicrMD Lunge ( as a reference after training. Hw can I manage my EPCS accunt frm MicrMD EMR? MicrMD EMR allws prescribers t add an 22

23 icn fr EPCS Dashbard nt their Desktp Tls fr quick access t their EPCS Gld accunt. The EPCS Dashbard allws yu t Manage yur EPCS accunt prfile; change yur pass phrase, manage yur devices (Tkens); activate/deactivate and view reprts fr prescriptin statuses. D I need t register anything with my state? Check with yur state t cnfirm if there are requirements fr registering yur EPCS sftware. MicrMD prvides a cpy if it s DEA Audit Certificatin, as well as infrmatin related t the sftware name and versin if needed. What are prescriber respnsibilities? Each state will have its wn regulatins and requirements fr electrnically prescribing cntrlled substances. Fr instance, NY prescribers are required t register the EPCS sftware with the Bureau f Narctic Enfrcement. State requirements may als differ frm the Federal Rule. While the MicrMD EPCS Gld slutin includes certified technlgy t fr Identity Prfing (IDP) and Tw-factr Authenticatin (TFA), required federal and state checks fr scheduled drugs and cnfirmatin f EPCS-enabled pharmacies, it is the prescriber s respnsibility t knw and cmply with all applicable laws and regulatins related t prescribing f cntrlled substances and DEA licensure. What infrmatin d I need t register my EPCS sftware? Typically, a state entity will require the fllwing infrmatin if yu are required t register yur EPCS sftware: A cpy f the MicrMD EPCS Gld DEA certificate (Attached as the last page t this Registratin Guide) Our fficial certified applicatin, sftware versin and cmpany names: Name f Certified E-prescribing Sftware Applicatin: MicrMD EPCS Gld Sftware Versin Certified: MicrMD EMR Versin 10.5 Name f Sftware Applicatin Prescriber (Cmpany Name): Henry Schein Medical Systems, Inc. NEED SUPPORT? Cntact MicrMD Client Supprt, Phne: hsms.supprt@henryschein.cm 23

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