To learn how to submit a request, visit: Introduction to Help Center
How to submit common requests
Order a new hard token
1. Navigate to the DrFirst Hard Token Request storefront to order a new hard token.
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3. From your cart, click Check out to proceed.
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4. Once you access the checkout screen, enter your shipping information. New tokens are free, so there is no need to enter a payment or billing address.
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5. Once all fields are complete and checked for accuracy, click Complete order to finalize your token order.
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6. Once you place your order, you'll receive a confirmation email at the address provided during checkout. This email includes a link to check your order status by selecting View Order.
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7. When we ship your order, you'll receive another email containing your tracking number.
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8. Once we deliver your order, you'll receive a final confirmation email.
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Order a replacement hard token
Note: DrFirst has a 90-day limited warranty period on hard tokens. This limited warranty excludes damage or loss. For warranty claims, include the provider's NPI.
1. Contact your Customer Success Manager (CSM) or open a ticket with DrFirst Support to request a replacement token link. Access the link and select a quantity, then enter contact information.
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2. After entering contact details, enter your shipping and payment information.
3. If needed, enter an alternate billing address by de-selecting the Billing info is same as shipping checkbox . Once all fields are complete and checked for accuracy, click Pay to finalize your token order.
4. Once ordered, a confirmation email will be sent to the email provided on the checkout screen. This contains a link to check the status of your order by selecting View Order.
5. Once your token order has shipped, you will receive another email containing a tracking number.
6. Once the token order is delivered, you will receive a final confirmation email.
Assistance with an existing hard token
1. Sign in to Submit a request at the top or bottom of the Help Center (you may not see all options if you do not sign in).
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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.
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3. Scroll down to view the online form that appears. For token requests, populate fields as follows:
- How is this impacting your business? Select a severity level (e.g., Moderate)
- Which product do you need assistance with? Select Electronic Prescribing for Controlled Substances {EPCS Gold}
- What do you need help with today? Select Token Assistance
- Type of Token Assistance needed. Select Question on Existing Token (Hard or Soft) if you are experiencing issues with a current token that you use
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4. Click Submit
1. Sign in and select the Submit a request button on the top or bottom of the web page.
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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.
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2. Select Get Help? (Note: If you did not sign in you may not see all options).
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
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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
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4. Click Submit.Please contact your Customer Success Manager (CSM) for this request.
Tips for common requests
- 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 https://drfirst.statuspage.io/ 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.
Best practices for submitting requests
- 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 https://drfirst.statuspage.io/ 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
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