Prescribing with EPCS

Version 21.3
An update for the release of OP 21.3.34 was released, and this documentation was updated for that build (sending up to five EPCS).  If your Practice is on a build prior to .34, this documentation can still be referred to but may vary from what you see in OP. To check your OP version, go to Help tab > About and refer to the Build Number field.

Overview

Once each provider has been successfully activated through the Logical Access Control (LAC), EPCS functionality is available. Along with EPCS, the DEA requires that all controlled substances being transmitted electronically, be authorized using Two-Factor Authentication. The process of setting up Two-Factor Authentication must be completed before e-prescribing can occur. 

Users may send up to five controlled substance prescriptions at a time, and will only have to authenticate once with DrFirst. This is true even if the multiple prescriptions are not all being sent to the same pharmacy.

Send Individual Prescription From the Patient Chart

  1. Navigate to the patient chart by Clinical, Practice Management or Billing tab > Patient Chart button.
  2. Search for and select a patient.
  3. Click Medications in the Clinical section of the Window Navigation Panel.
  4. Click the New button. The Prescription writer window displays.
  5. (Optional) Select a Diagnosis Code from the DX drop-down menu or enter part of the name, press the Enter key and select from the list.

Note: Practices in states that require a diagnosis to be included on all electronic prescriptions for EPCS need to review the selection in Global Preferences. It is recommended that you select either EPCS or All, OP defaults to None. However, the system sends the diagnosis to the pharmacy if it is included on the prescription. Click here for information on how to set your Global Preferences.

  1. Choose the Pharmacy by clicking the drop-down and selecting a recently used Pharmacy for the patient, or clicking the ellipsis button and selecting from the Choose a Pharmacy window.

Note

  • If there is no pharmacy listed in the Previously used by this patient tab in the Choose a Pharmacy window, you may select from All previously used by any patient or search for the pharmacy from the SureScripts Master List.
  • Always confirm the pharmacy selected can accept controlled substances electronically. A pharmacy that accepts EPCS will have the checkbox selected in the EPCS? column.

  1. Search for the medication in the Drug field, enter all or part of the medication name. 
  2. Click the Ellipsis button, the Medication Finder window displays.
  3. Locate the medication and double-click or highlight and click the Ok button.
  4. Verify the Sig is correct, make adjustments if necessary. 
  5. Add the PMP Tracking #:
PMP TrackingIf you have purchased PDMP:

A few states require you to verify PMP status, and PMP link is the convenient way to add the state website link to get to. To add the PMP Tracking # to the prescription:

  1. Click the PMP Tracking # link. 
    • If the PMP Tracking # link is not available in the Prescription window, click here for instruction on how to complete the PMP Tracking setup for your state.
  2. The login window displays. Enter your information to access the state PMP site
  3. Follow your states process for obtaining a confirmation number.
  4. Return to the Prescription window and enter the confirmation number in the PMP Tracking # field.

If you purchased PDMP then the information for CS scripts will be available within DrFirst screen, and you can review the PDMP data there.

  1. Click the Continue button.
  2. The EPCS sign on screen will display. Confirm the medications are selected in the Pending Controlled Substance section.
If you have purchased PDMP:

  1. Review the PMDP information from within Dr.First by selecting Click Here to Review PDMP Data
  2. The page will expand to show the patient's filled prescriptions:

  1. Enter your Passphrase and Pin.
  2. Click the Sign and Send button.

Send Multiple EPCS

  1. Navigate to the patient chart by Clinical, Practice Management or Billing tab > Patient Chart button.
  2. Search for and select a patient.
  3. Click Medications in the Clinical section of the Window Navigation Panel.
    • Add any new EPCS if needed, by following the instructions in the above section, Send Individual Prescription From the Patient Chart.
    • Review your prescriptions and confirm the details.
  4. From the Medications tab, select up to five EPCS. You may also select as many non-controlled substances prescriptions at this time to send.
  5. Click Send.

NoteIf you select more than five EPCS, you will get an error message that says "Maximum of five (5) controlled substances can be transmitted electronically. Review and send."

Click Ok, then review and update your selections to only include five or less EPCS.

  1. The Pharmacy selector window will open. Choose a pharmacy for each of the prescriptions you selected by clicking the drop-down and selecting a recently used Pharmacy for the patient, or clicking the ellipsis button and selecting from the Choose a Pharmacy window.

Note

  • If there is no pharmacy listed in the Previously used by this patient tab in the Choose a Pharmacy window, you may select from All previously used by any patient or search for the pharmacy from the SureScripts Master List.
  • Always confirm the pharmacy selected can accept controlled substances electronically. A pharmacy that accepts EPCS will have the checkbox selected in the EPCS? column.

  1. Click Continue
  2. The EPCS Sign on screen will open. Review the prescriptions accordingly, then sign and send as normal. For more information, see from Step 13 in the Send Individual Prescription From the Patient Chart section above.
Version 21.2

Overview

Once each provider has been successfully activated through the Logical Access Control (LAC), EPCS functionality is available. Along with EPCS, the DEA requires that all controlled substances being transmitted electronically, be authorized using Two-Factor Authentication. The process of setting up Two-Factor Authentication must be completed before e-prescribing can occur. 

From the Patient Chart

  1. Navigate to the patient chart by Clinical, Practice Management or Billing tab > Patient Chart button.
  2. Search for and select a patient.
  3. Click Medications in the Clinical section of the Window Navigation Panel.
  4. Click the New button. The Prescription writer window displays.
  5. (Optional) Select a Diagnosis Code from the DX drop-down menu or enter part of the name, press the Enter key and select from the list.

Note: Practices in states that require a diagnosis to be included on all electronic prescriptions for EPCS need to review the selection in Global Preferences. It is recommended that you select either EPCS or All, OP defaults to None. However, the system sends the diagnosis to the pharmacy if it is included on the prescription. Click here for information on how to set your Global Preferences.

  1. Choose the Pharmacy by clicking the drop-down and selecting a recently used Pharmacy for the patient, or clicking the ellipsis button and selecting from the Choose a Pharmacy window.

Note

  • If there is no pharmacy listed in the Previously used by this patient tab in the Choose a Pharmacy window, you may select from All previously used by any patient or search for the pharmacy from the SureScripts Master List.
  • Always confirm the pharmacy selected can accept controlled substances electronically. A pharmacy that accepts EPCS will have the checkbox selected in the EPCS? column.

  1. Search for the medication in the Drug field, enter all or part of the medication name. 
  2. Click the Ellipsis button, the Medication Finder window displays.
  3. Locate the medication and double-click or highlight and click the Ok button.
  4. Verify the Sig is correct, make adjustments if necessary. 
  5. Add the PMP Tracking #:
PMP TrackingIf you have purchased PDMP:

A few states require you to verify PMP status, and PMP link is the convenient way to add the state website link to get to. To add the PMP Tracking # to the prescription:

  1. Click the PMP Tracking # link. 
    • If the PMP Tracking # link is not available in the Prescription window, click here for instruction on how to complete the PMP Tracking setup for your state.
  2. The login window displays. Enter your information to access the state PMP site
  3. Follow your states process for obtaining a confirmation number.
  4. Return to the Prescription window and enter the confirmation number in the PMP Tracking # field.

If you purchased PDMP then the information for CS scripts will be available within DrFirst screen, and you can review the PDMP data there.

  1. Click the Continue button.
  2. The EPCS sign on screen will display. Confirm the medications are selected in the Pending Controlled Substance section.
If you have purchased PDMP:

  1. Review the PMDP information from within Dr.First by selecting Click Here to Review PDMP Data
  2. The page will expand to show the patient's filled prescriptions:

  1. Enter your Passphrase and Pin.
  2. Click the Sign and Send button.