1. Sign in and select the Submit a request button on the top or bottom of the web page. You must be signed in to submit a request.

Note: If you're viewing from a mobile phone, click into the main menu (three horizontal lines) on the top right corner to see the sign in option.

2. Select Get Help.

3. Scroll to the online form that appears. For token requests, populate fields as follows: 

• How is this impacting your business? Select appropriate severity level (e.g., Moderate)
• Which product do you need assistance with? Select appropriate product
• What do you need help with today? Select Account Management
• Account Management Help Type Select Registration - Add new user or practice 
• Type of Registration help needed (appears)
  • To add a user to an existing practice, select Add New User
  • To set up new practice/location, select Add new practice-facility-location

4. Click Submit.

• Include the prescription serial number or notification ID for pharmacy messages. Even if you have multiple examples, sharing a few will help our team start their investigation quickly. 
• Escalate prescription issues on the pharmacy side as quickly as possible, in case it's necessary to create a case with the pharmacy vendor. After 10 days since a prescription was sent, DrFirst Support can still perform internal research, but won't be able to escalate the case to the pharmacy vendor for a deeper resolution. 

• Check DrFirst Status Page to see if your issue is related to any ongoing events for your product. 
• Include details and scope for who the issue affects and what the issue consists of. 

For Partners encountering issues or making requests related to API calls, please submit the full XML request and response (preferably in a document application such as Word or Notepad). Even if you have multiple examples, please provide a few to help our support team start their investigation promptly.

• Try clearing your browser cache and cookies. 
• Try reverting your organization's recent site changes. 
• Check if required fields are missing in a patient's record (i.e., demographics, medication list). 
• If you are an end-user accessing our service through an EMR/EHR, contact your EMR/EHR vendor first, as your EMR/EHR vendor may need to reach out to DrFirst on your behalf. 
• Check DrFirst Status Page to see if your issue is related to any ongoing events for your product. 
• Consider CC'ing a DrFirst Account Manager in your request, as needed. 

Providing more detail in the online form may help Support agents troubleshoot your issue faster.

For example: 

• Who was impacted (e.g., providers, clinical staff, specific users vs. specific roles)
• Practice username(s) 
• Users' usernames and NPI numbers, if applicable 
• Product name 
• Full error message (screenshot preferred) and steps you took in the workflow right before it appeared 
• Full prescription serial number (e.g., AA-1234567890) 
• For EMR/EHR Partners having data issues, what does your review of the xml data request and response show? For Partners, if relating to API response, please provide API xml request and response. 
• Approximate date and time issue occurred (so DrFirst can access user logs) 
• Summary of what you've already tried to troubleshoot issue and recent changes to your system 

Note: Though DrFirst's portal protects Protected Health Information (PHI), PHI should always be excluded unless absolutely indispensable for troubleshooting. 

• Ensure your email is not blocking responses from from help.drfirst.com 
• Respond to any 3 emails from an agent for a pending ticket; otherwise your request may be automatically closed due to inactivity