Setup an IdenTrust Token for EPCS

Once you receive the IdenTrust USB token in the mail, you must set the token up.  This includes setup steps that must take place in both OfficeEMR and on your personal computer.  

Things to Know Before You Start

• If you do not yet have a USB toke from IdenTrust, you must apply for one.  Here are the steps to do that:  Register for a EPCS Token from IdenTrust
• The IdenTrust software must be installed on all computers that you plan to electronically prescribe from.
• The IdenTrust setup process requires that the user that received their token supply their password. It is often helpful to have that registered for the token available during this setup process.

Steps to Setup IdenTrust EPCS Token on your personal computer

Step 1:  Install the IdenTrust Software on your computer

IdenTrust should have shipped you a USB Token and the necessary instructions to install their software on your computer.  Follow those steps.  

Step 2:  Verify that the install was successful

1. Navigate to www.identrust.com/test
2. Click Next
3. If you pass the test, you are ready to move on the setting up the token in OfficeEMR.
4. If you fail the test, follow the steps here:  www.identrust.com/install

Steps to Setup IdentTrust EPCS Token in OfficeEMR

Step 1: Request EPCS access for the provider from iSALUS.

1. Contact iSALUS Healthcare Support via support@isalushealthcare.com 
2. Request to have the EPCS access added.
3. iSALUS will perform the steps necessary to have the provider enabled for EPCS access through SureScripts.

Step 2: Identify 2 individuals to manage authorization access controls at your practice

• This is most often a doctor and a practice manager. 

Step 3: Ensure users have access to the necessary screens

1. Login as someone with Administrator access.  This is often times the Practice Manager.
2. Be sure that the appropriate access to the setup screens has been assigned
   1. Setup > Roles > User Credential Setup: Assign 'Write' access to the appropriate roles (usually Admin and Provider)
   2. Setup > Roles > User/Provider Connection: Assign 'Write' access to the appropriate roles (usually Admin and Provider)
   3. Setup > Roles > Credential Approval: Assign 'Write' access to the appropriate roles (usually Admin) 

Step 4: Link the Provider to an Authorized user in Isalus.

1. Login as the Provider
2. Navigate to Setup > Users > Select the logged in user's name on the left > Select the User/Provider icon from the toolbar (looks like a doctor)
3. Type in the provider's name in the search box > Click Save.

Step 5: Setup IdentTrust token for Providers User

For this step, you will need the Provider and the Providers IdenTrust USB Token.

1. Login as the Provider
2. Navigate to Setup> Users> Select the Provider's User name from the list on the left
3. Click Credential Setup icon from the toolbar (looks like a ribbon, to the right of the provider icon)  
4. Select the Action Icon from the toolbar, then enter the provider's user name and password
5. Select Type dropdown, choose IdenTrust (P) Option
6. Insert USB IdenTrust Token into the USB drive of your computer, then click Get Credential
7. Select the Providers Credential by checking the box to the left of the name
8. Click to Sign Credential > Click I agree> then enter provider's password for the token

Step 6: DEA registrant signs off on all other credentials

1. Log in as the provider that already has an approved token
2. Navigate to Setup> Users> Click the Credential Approval icon from the toolbar (looks like a stamp, to the right of the ribbon)
3. Select the credential that needs to be approved.
4. Click the Approved checkbox
5. Insert USB IdenTrust Token into the USB drive of your computer,then click Get Credential
6. Select the Providers Credential by checking the box to the left of the name
7. Click to Sign Credential > Click I agree> then enter provider's password for the token
8. Lastly, select the save icon at the top of the screen to finalize the changes and exit the Credential Approval screen.