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Introduction to iPrescribe
Welcome to iPrescribe, an innovative, mobile e-prescribing app developed by DrFirst!
This article is for users registering for iPrescribe app on their own (self-registered).
To learn more about different accounts, visit iprescribe.com/pricing or contact your Account Manager.
This article outlines the major steps to begin e-prescribing from the app.
1. Prerequisite: Download iPrescribe from iPrescribe.com > Get Started, or the Google Play or Apple app stores.
2. Register for iPrescribe. Before you can begin e-prescribing, you will need to create a user profile and verify your personal identifiable information within the app.
3. Identity proofing through ID.me is a required part of the process to register for iPrescribe and a pre-requisite to e-prescribing.
4. Set up e-prescribing for non-controlled substances. After ID.me has verified your identity, the app will prompt you to accept terms of use, create security questions/answers, and set up an e-signature.
5. Enable Patient Finder to sync your patients’ data to the app.
After completing steps 1-5, you are ready to e-prescribe non-controlled substances! If you are a provider who will also need to electronically prescribe controlled substances (EPCS), continue to Step 6.
6. Activate e-prescribing of controlled substances (EPCS) for your account. From iPrescribe's main menu, you will initiate a multi-step process called Activate EPCS.
7. Add controlled substance tokens to your iPrescribe account to associate multiple EPCS authenticators that generate a one-time pin or one-time passcode (OTP) to your account. This action may prevent you from losing access to e-prescribing controlled substances in the future.
8. Sign up for PDMP/PMP (optional). Prerequisite: Completed step 6. If offered in your state, you may submit an in app request to see Prescription Monitoring Program (PMP)/Prescription Drug Monitoring Program (PDMP) data.
You are ready to e-prescribe! To send controlled substance prescriptions to the pharmacy, you will always need to enter two-factor authentication.
Step 1: Register for iPrescribe (group & individual)
This article is for users registering for iPrescribe app on their own (self-registered).
To learn more about different accounts, visit iprescribe.com/pricing or contact your Account Manager.
iPrescribe app will allows new or existing subscribers to register multiple providers who are new to iPrescribe under a single practice account.
- One provider at the practice will be able to register and manage all users under a single account and credit card.
- Providers who register for iPrescribe for the first time, but will be registering as the only provider in their practice may also register.
Registering new users with Doximity is not supported. Follow steps below to obtain iPrescribe credentials.
Before you sign up provider(s) under a single practice, ensure you have the following information readily available:
- NPI number
- Your NPI registry profile must be up-to-date, as iPrescribe uses this information to validate your account.
- Ensure your state license number in your NPI registry is marked as the primary taxonomy
- To update your NPI record visit: https://npiregistry.cms.hhs.gov/
- Access to your email
- Driver’s license, or state ID for ID.me identity proofing
- Social Security Number
- Credit Card for your practice
Prerequisite: Download iPrescribe from iPrescribe.com > Get Started, or the Google Play or Apple app stores.
We recommend registering in one sitting.
- Enter your NPI number.
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- Enter your practice email address. Note: You cannot use this same email again to create another iPrescribe account.
- Create a password.
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- Record your username. Use the "paper" icon next to your username to copy it onto your clipboard. Note: The username cannot be changed.
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- Enter your information (provider role and specialty).
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- Enter your practice information and Save.
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- Enter the number of licenses you want to purchase for the practice and enter any promotional codes.
- The cost per prescriber/license is either: $360 before state sales tax for iPrescribe or $600 before state sales tax for iPrescribe Practice. The app will automatically calculate your pre-tax total cost.
- Select Continue to Payment to enter credit card information into Stripe, which iPrescribe uses to process payments.
- Enter your credit card information (1 credit card per practice). Note: You may still redeem a promotional code on this screen by selecting Add code at the top right.
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- Next, the app will take you through identity proofing in ID.me when you select Launch ID.me.
For instructions on this process, go to Identity Proofing with ID.me. - Once ID.me verifies your identity, log in again to iPrescribe to begin e-prescribing non-controlled substances.
Note: You will need to complete a separate process to e-prescribe controlled substances (EPCS). Learn more in Activate E-prescribing of Controlled Substances (EPCS) in iPrescribe.
Before you can register multiple providers under a practice, you need to register yourself and your practice in iPrescribe.
We recommend registering in one sitting.
When you register yourself, you will automatically become the administrator of the group account, allowing you to:
- Manage users
- Modify permissions
- Purchase new licenses
You may designate a different administrator at a later time.
1. Get iPrescribe by either:
- Going to https://www.iprescribe.com/ and selecting the Get Started button
- Downloading the iPrescribe app directly from the Google Play or Apple store
2. If you are completely new to iPrescribe, enter an NPI number and select Next.
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3. Enter your practice email address. Note: You cannot use this same email again to create another iPrescribe account.
4. Create a password.
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5. Record your username. (Use the paper icon next to your username to copy it onto your clipboard.) Note: The username cannot be changed once you create it.
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6. Enter your information (provider role and specialty), as you will be the manager for this group account. Select Save.
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7. Enter your practice information and Save.
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8. Next, enter the number of licenses you want to purchase for the practice and any promotional codes. The app will automatically calculate your pre-tax total cost.
- Each prescriber will require a license.
- You will use up 1 license as the person registering members of the practice.
- The cost per prescriber/license is $360 before state sales tax for iPrescribe or $600 before state sales tax for iPrescribe Practice. There is no charge for staff accounts.
- Select Continue to Payment to enter credit card information into Stripe, which iPrescribe uses to process payments.
9. Enter your credit card information (1 credit card per practice). Note that you may still redeem a promotional code on this screen by selecting Add code at the top right.
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10. Next, the app will take you through identity proofing in ID.me when you select Launch ID.me.
For instructions on this process, go to Identity Proofing with ID.me.
Return to this article once you are done with Identity Proofing with ID.me.
11. Once ID.me verifies your identity, you will see a success message and a button that prompts you to Invite members of your practice to your group account.
- You may leave the app at this screen; log back in at a later time and go to Account Management (via main menu) in the iPrescribe app to invite members of your practice. If you exit and need to return, use this link: https://account.iprescribe.com/account-management
12. Once you select the Invite button, the app will prompt you to login again.
Note: If you need to complete this process later, log into the app and navigate to Account Management (via main menu) to follow the next steps.
13. Once you login, you will see an Account Management screen. If not, go to the main menu and select Account Management.
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14. Select Team Members. You will see your own name appear as a team member at the top of the screen.
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15. Select Add Member on the bottom of the screen to add other providers.
- Remember that you have already used 1 license for yourself.
- You will use 1 of your purchased licenses per provider.
- Staff accounts do not use up available licenses.
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16. Select the team member role (prescriber or staff) you want to add.
Adding a Prescriber Account
- Select the radio button for a Prescriber to add a provider. This role will use up a license.
- Enter the first name, last name, and email address of that provider.
- Slide the toggle to Yes at the bottom if you want this provider to act as a practice administrator.
- Select Invite.
- You will see that the provider has been added as a team member and an email has been sent to that provider.
- The email will prompt the provider to register for iPrescribe, after which the provider will have to go through identity proofing with ID.me.
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Adding a Staff Account
- Select the radio button for Staff to add a non-clinical, clinical, or provider agent account. These roles will not use up a license.
- Enter the first name, last name, email, and role of this staff account.
- Note: A provider agent must be designated in-app. Once the staff member has completed registration, a prescriber must designate them as a provider agent via Manage Agents in the iPrescribe app.
- Slide the toggle to Yes at the bottom if you want this provider to act as a practice administrator.
- Select Invite.
- You will see that the staff member has been added as a team member and an email has been sent to that staff member. The email will prompt the staff member to register for iPrescribe and join the group practice.
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17. Add more team members later by logging back into the app at any time.
18. If you start to add another team member but you have run out of licenses, the app will prompt you to purchase another license using the credit card saved in your account. You will only be able to purchase 1 license at a time.
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- If you are a provider with an existing paid account in iPrescribe, you may invite other providers to your existing practice.
- You will be the default administrator for the practice and can invite new administrators to your practice
- Currently, you may only invite prescribers who are new to iPrescribe to be part of that practice.
- If you wish to invite someone with an existing iPrescribe account, they will need to deactivate their current account and re-register with a new account under your practice. Note: Their username cannot be changed later.
We recommend registering in one sitting.
1. Log in to iPrescribe.
- Once you log in, you will be able to invite providers and staff members as team members of your practice.
2. Go to the main menu and select Account Management.
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3. On the Account Management screen, click on Team Members to begin adding new members to your practice.
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4. Select Add Member on the bottom of the screen to add other providers.
- Remember that you have already used 1 license for yourself.
- You will use up 1 of your purchased licenses per provider.
- Staff accounts do not use up available licenses.
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5. Select the team member role (prescriber or staff) you want to add.
Adding a Prescriber Account
- Select the radio button for a Prescriber to add a provider. This role will use up a license.
- Enter the first name, last name, and email address of that provider.
- Slide toggle to Yes at the bottom if you want this provider to act as a practice administrator.
- Select Invite.
- You will see that the provider has been added as a team member and an email has been sent to that provider.
- The email will prompt the provider to register for iPrescribe, after which the provider will have to go through identity proofing with ID.me.
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Adding a Staff Account
- Select the radio button for a Staff to add a non-clinical, clinical, or provider agent account. These roles will not use up a license.
- Enter the first name, last name, email, and role of this staff account.
- Note that a provider agent must be designated in-app. Once the staff member has completed registration, a prescriber must designate them as a provider agent via Manage Agents in the iPrescribe app.
- Slide toggle to Yes at the bottom if you want this provider to act as a practice administrator.
- Select Invite.
- You will see that the staff member has been added as a team member and an email has been sent to that staff member.
- The email will prompt the staff member to register for iPrescribe and join the group practice.
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6. Add more team members later by logging back into the app at any time.
7. If you start to add another team member but you have run out of licenses, the app will prompt you to purchase another license using the credit card saved in your account. You will only be able to purchase 1 license at a time.
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Step 2: ID.me identity proofing for iPrescribe
Prerequisite: Register for iPrescribe
This article applies to users who are registering for iPrescribe on their own.
You will need to complete identity proofing (verification) via ID.me before you can e-prescribe.
Id.me Support
Contact ID.me Support if you have any questions during this process.
We recommend that you go through identity proofing (verification) in one sitting.
1. As you go through Register for iPrescribe, the app will prompt you to Launch ID.me. Reenter the email and password you created for iPrescribe and accept the Terms of Service to continue to identity proofing.
2. Create an account with ID.me, if you do not have one already. Accept the ID.me Terms of Use to continue.
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3. ID.me will send an email to authenticate your email address. Enter the verification code from the email into the screen. Note: The email expires within 15 minutes.
4. Next, choose a way for ID.me to secure your account when you sign into ID.me (e.g., phone call or text message).
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5. Choose a document to verify your identity.
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6. Consent to ID.me Terms of Use.
7. Confirm your mobile phone number to receive a link from ID.me.
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8. Allow ID.me to access your camera.
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9. Take photos of your ID and select Continue
- Select the square prompt at the top of the screen to take a photo of the front of your ID
- Select the square prompt at the bottom of the screen to take a photo of the back of your ID
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10. Select I'm ready to take a video selfie to use your camera to scan an image of your face. This is to ensure you are the person completing this identity proofing.
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11. Select Scan my face, focus your phone's camera on yourself, and take a clear photo of yourself.
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12. You will see a confirmation screen. Return to the open browser to continue with identity proofing.
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13. Enter your Social Security Number and select Continue
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14. Confirm your name, date of birth, home address, and phone number are correct so that ID.me can verify your credit history. Then, accept the Terms of Use by selecting the checkbox.
15. Enter your NPI number, state license number, and medical specialty.
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15. Allow ID.me to process your information.
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16. After you successfully finish identity proofing with ID.me, go back to iPrescribe.
- To continue inviting team members to your practice account, review Register for iPrescribe
- To move on to prescribing, go to Set Up E-Prescribing in iPrescribe
Note: Add team members to your practice's iPrescribe account at any time.
Step 2: ID.me identity proofing for iPrescribe
Prerequisite: Register for iPrescribe
This article applies to users who are registering for iPrescribe on their own.
You will need to complete identity proofing (verification) via ID.me before you can e-prescribe.
Id.me Support
Contact ID.me Support if you have any questions during this process.
We recommend that you go through identity proofing (verification) in one sitting.
1. As you go through Register for iPrescribe, the app will prompt you to Launch ID.me. Reenter the email and password you created for iPrescribe and accept the Terms of Service to continue to identity proofing.
2. Create an account with ID.me, if you do not have one already. Accept the ID.me Terms of Use to continue.
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3. ID.me will send an email to authenticate your email address. Enter the verification code from the email into the screen. Note: The email expires within 15 minutes.
4. Next, choose a way for ID.me to secure your account when you sign into ID.me (e.g., phone call or text message).
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5. Choose a document to verify your identity.
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6. Consent to ID.me Terms of Use.
7. Confirm your mobile phone number to receive a link from ID.me.
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8. Allow ID.me to access your camera.
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9. Take photos of your ID and select Continue
- Select the square prompt at the top of the screen to take a photo of the front of your ID
- Select the square prompt at the bottom of the screen to take a photo of the back of your ID
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10. Select I'm ready to take a video selfie to use your camera to scan an image of your face. This is to ensure you are the person completing this identity proofing.
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11. Select Scan my face, focus your phone's camera on yourself, and take a clear photo of yourself.
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12. You will see a confirmation screen. Return to the open browser to continue with identity proofing.
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13. Enter your Social Security Number and select Continue
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14. Confirm your name, date of birth, home address, and phone number are correct so that ID.me can verify your credit history. Then, accept the Terms of Use by selecting the checkbox.
15. Enter your NPI number, state license number, and medical specialty.
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15. Allow ID.me to process your information.
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16. After you successfully finish identity proofing with ID.me, go back to iPrescribe.
- To continue inviting team members to your practice account, review Register for iPrescribe
- To move on to prescribing, go to Set Up E-Prescribing in iPrescribe
Note: Add team members to your practice's iPrescribe account at any time.
Step 3: Set up e-prescribing in iPrescribe (non-controlled substances)
Prerequisites: Register for iPrescribe and Identity Proofing with ID.me
This article is for users registering for iPrescribe app on their own (self-registered).
To learn more about different accounts, visit iprescribe.com/pricing or contact your Account Manager.
After ID.me has verified your identity, you will need to complete the following 6 actions before you are able to prescribe non-controlled substances:
1. Opt in to enable push notifications; this allows the app to notify you of updates
2. Accept the terms of use
3. Create security questions and answers.
You will be prompted to choose 3 questions to strengthen your account security and facilitate password recovery.
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4. Set up an e-signature.
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As depicted in the above image, DrFirst requires your handwritten signature to transmit e-prescriptions to fax-only pharmacies or in the event of an EDI failure. If you choose not to submit your signature, Drfirst will be unable to attach it to prescriptions that default to fax. Pharmacies may contact you to verify the validity of prescriptions faxed without a signature.
5. Confirm your email address.
Once you enter your preferred email address, check your email to confirm the address you shared, then come back to iPrescribe.
If there is an issue with your email, we will ask you to confirm again. Change email at any time in Settings. Remember to check your SPAM folder if you do not see a confirmation email.
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6. Opt in to Patient Finder.
Patient Finder allows you to quickly locate and manage patient information for e-prescribing.
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Additionally, to enable your user account for the electronic prescribing of controlled substances (EPCS), you will need to complete Activate EPCS.
If you purchased iPrescribe Practice, you'll now have access to Rcopia desktop (using the same username/password to log in you created for iPrescribe) to e-prescribe non-controlled substances.
If you want to e-prescribe controlled substances please continue to Step 5.
Step 4: Patient finder
Prerequisite: Set Up E-Prescribing in iPrescribe
This article is for users registering for iPrescribe app on their own (self-registered).
To learn more about different accounts, visit iprescribe.com/pricing or contact your Account Manager.
What is Patient Finder?
When you log in for the first time, iPrescribe will automatically search the databases to find and import your patients using our Patient Finder feature. If we don’t find all of your patients, you can easily add them (How to Add New Patients), or submit a request to have our Support Team assist you with a patient upload.
Existing users can access Patient Finder from the main dashboard.
Tap the menu icon ≡ in the top left corner > Settings > Patient Finder > Find My Patients.
Note: Even if we don't find all your patients today, iPrescribe will continuously run Patient Finder and load patient profiles as we find them. This will give you more complete patient data and mean less manual entry in the future
Step 5: Activate e-prescribing of controlled substances (EPCS) in iPrescribe
This article is for users registering for iPrescribe app on their own (self-registered).
To learn more about different accounts, visit iprescribe.com/pricing or contact your Account Manager.
Prerequisite: Patient Finder
To be able to electronically prescribe controlled substances (EPCS), you will need to complete all these steps:
- Download the ID.me Authenticator app
- Confirm your desired address to receive a physical device
- Have a reference verify your identity
- Verify your identity as a prescriber via ID.me
- Enter a verification code received at your DEA-listed mailing business address (5-10 business days to receive)
Select Activate EPCS
1. Login to iPrescribe.
2. To begin, select Activate EPCS from the main menu or a banner ad notification.
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Install ID.me Authenticator app
3. You will be prompted to download the ID.me Authenticator app and install it on your device.
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4. When you are done open the iPrescribe app again. iPrescribe will ask you to confirm that you have installed the ID.me Authenticator app.
Order physical authenticator device (fob, hard token)
5. Next, you will enter a mailing address of your choice to receive a physical device that you can use for two-factor authentication when you send controlled substance prescriptions to pharmacies. This should with instructions arrive in approximately 5-7 business days.
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Invite a reference
6. Next, enter your reference's contact information; this will typically be your practice administrator.
The reference will need to verify your identity as a prescriber who is authorized to e-prescribe controlled substances before you are able to e-prescribe controlled substances.
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Verify your prescriber identity via ID.me
Note: Steps 7-10 are completed by ID.me, indicated by the words ID.me across the top of your screen. Contact ID.me Support if you have issues on a screen with ID.me across the top.
7. Next, the iPrescribe app will open your browser for you to sign into ID.me. Remember that you used ID.me when you went through identity proofing in Register for iPrescribe.
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8. When prompted, open your ID.me Authenticator app and enter the code in the ID.me screen that you have open.
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9. Verify your NPI number, DEA number, and the state associated with your DEA number.
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10. Allow ID.me to verify your identity as a prescriber.
Get a mailed verification code at your DEA-listed business address
11. Next, you will order a letter with a verification code (mailer) that you will need to enter into the app to complete your activation for prescribing of controlled substances.
- iPrescribe will prompt you to confirm your primary business address listed with DEA.
- If it is not current, you will need to update your profile with the DEA so that the letter goes to a valid business address where you can retrieve mail.
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12. Wait you will receive the letter (mailer) at your business address (5-10 business days). This mailer is a letter that contains a 7-digit code that you will need to complete EPCS activation.
Validate mailed verification code, password, & ID.me Authenticator app code
13. Once you receive your letter (mailer) at your DEA-listed business mailing address, log in to iPrescribe, tap the menu button in the top left corner, and select EPCS Activation.
Scan the QR code or enter the 7-digit code into iPrescribe:
- To scan the QR code, tap the Scan QR code button, give iPrescribe access to your camera, then align the view of the camera with the QR code on the mailer.
- To enter the code, select the Enter 7-digit code button.
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14. Next, enter your login password and a 6-digit one-time pin from your ID.me Authenticator app.
Note: The 6-digit security code times out after 30 seconds, so go back to the ID.me Authenticator app and get a new one if you get an error message.
15. Tap Activate to complete the process to set up e-prescribing of controlled substances.
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You are now ready to prescribe!
Next steps
Once you finish step 15 and you receive the physical device you ordered in step 5 of this article, we highly recommend going to Add Controlled Substance Tokens.
Completing Add Controlled Substance Tokens will benefit you in two ways:
- Compliance with DEA regulations. The DEA requires the device that generates your one-time-pin for two-factor authentication be on a different device than the device you use to prescribe.
- Having a back up two-factor authentication device. If you lose access to your ID.me Authenticator app, existing phone, or get a new phone, having other authenticators associated to your account will help you avoid losing access to electronic prescribing of controlled substances in iPrescribe.
Step 6: Add controlled substance tokens to your iPrescribe account
Prerequisite: Activate E-prescribing of Controlled Substances (EPCS) in iPrescribe
This article is for users registering for iPrescribe app on their own (self-registered).
To learn more about different accounts, visit iprescribe.com/pricing or contact your Account Manager.
If you will electronically prescribe controlled substances in iPrescribe, we highly recommend that you associate multiple authenticators (tokens) that generate one-time pins (OTP) to your account.
This action may prevent you from losing access to e-prescribing controlled substances in the future.
There are 3 main tokens that you can add to your account today:
- ID.me Authenticator app (also called a soft token)
- Symantec VIP Access app (also called a soft token)
- Physical device (also called a fob or hard token) made by either Onespan or Symantec
In Activate EPCS in iPrescribe, you downloaded the ID.me Authenticator app and associated it with your account already.
Also in Activate EPCS in iPrescribe, you ordered the physical authenticator (also called a fob or hard token) to arrive at the address you entered. To associate this device to your iPrescribe account:
1. Log in to the iPrescribe app.
2. Go to the main menu.
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3. Select Settings.
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4. Select Manage Authenticators.
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5. Enter your login password for iPrescribe and the 6-digit one-time pin (OTP) from your ID.me Authenticator app.
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6. To add the physical device you received in the mail to your account:
- Choose OneSpan Hard Token
- Choose a nickname (that will help you identify that token in a list)
- Enter the Serial Number, which can be found on the back of your token
- For OneSpan hard token, enter the code without any spaces or dashes.
- Enter the 6-digit code that is currently displayed on the token after pressing the power button
- Select Add New Token
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1. Log in to the iPrescribe app.
2. Go to the main menu.
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3. Select Settings.
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4. Select Manage Authenticators.
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5. Enter your login password for iPrescribe and a 6-digit one-time pin (OTP) from your ID.me Authenticator app.
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6. Add the information for the new authenticator/token and select Add New Token.
Understanding the Rcopia & iPrescribe Desktop Branding
You may have noticed that while the platform you are using is called Rcopia, our helpdesk and support materials refer to it as iPrescribe Desktop. While the names are different, the functionality remains the same.
What's the Reason for This?
The branding is transitioning to iPrescribe Desktop. While the discrepancy will eventually be resolved, the product interface still displays the name Rcopia in certain areas. This mismatch has caused some confusion for users seeking support.
What does this mean to you?
- If you see Rcopia in your product UI but iPrescribe Desktop in the Help Center, know that they refer to the same platform.
- All support resources, guides, and troubleshooting steps apply to both Rcopia and iPrescribe Desktop.
- No changes are needed on your end—your experience remains the same.
Next Steps
- If you need assistance, you can continue using the iPrescribe Help Center, as all resources also apply to Rcopia users.
- If you have any questions, feel free to contact our support team.
We appreciate your patience as we work toward a more seamless experience!