Knowledge Base
Admin
Integration Setup
Features Overview
How To
- Data Retrieval
- Communication Center: How to turn on your communication methods
- Docusign: Go Live Process
- DocuSign: Creating Templates
- SSO Setup
- Provisioning API Client
- User provisioning: API
- Changing user's email
- Read or Audit Data
- Reset User Passwords
- Provide Access to Users
- New Users: Add, Delete, Modify
- Google SSO Setup
- Assign Seats and Licenses to New Users
DrFirst: Implementation Checklist
DrFirst – Implementation Checklist
Administrative Tasks
- Client signs SCR and SCR is placed in client shared drive
- After SCR is signed – billing will be generated according to SCR
- Client fills out DrFirst tab within the project plan
Welkin Environment Tasks
- In Admin of the client environment – create API Client
- Download API client name and secret and save within the project plan
- Assign license seat to the API client
- Create CDT’s of Incoming Fields
Dr. First Tasks
Welkin completes the Dr First – Internal Customer Practice & Provider Set up Steps
STEP 1: Dr First – Internal Customer Practice Set up Steps
- Create Practice
- Create Vendor account within practice
- Create a support ticket with DrFirst to initiate practice set up
- Create Jira ticket for Welkin Engineering (PSE ticket)
STEP 2 – Dr First – Internal Customer Provider (prescriber) Set up Steps
- Customer sends in a ticket requesting set up of new providers (prescriber) in Dr First (JSM new platform, WS ticket)
- Go to the DrFirst tool to create & add the Provider
- The new provider needs to be set up in Welkin. To complete this you need to open a PSE ticket to request the set up.
- The Customer admin has to go into the following system & approve the provider before they are able to prescribe: https://web3.drfirst.com/login
- Follow the steps from 24-26 of the document: https://drive.google.com/drive/u/0/folders/0AB6QCj_1s4CfUk9PVA
Training
Provide client with following materials
- YouTube – Welkin Integrations: DrFirst for ePrescribing
- Adding a Secondary EPCS Token
- Provider On-Boarding Manual
- Sending an EPCS Invite
- Patient Advisor Manual
- Rcopia 4 Customization Guide
- Rcopia 4 Partner Pocket Guide
- Rcopia 4 Single Patient Mode Training Manual
- Rcopia 4 User and Location Preferences
- If providers will be enrolling in EPCS (prescribing controlled substances): Provider-EPCS-On-boarding-Manual-2017.pdf
- These should be copied over to the client’s share folder
More Questions?
To find more information regarding this integration including our DrFirst Integration contacts, DrFirst support articles, and FAQ’s from prior client integrations, review the