Preparing for Ensora eRx Activation

Step 1: Update Your Default Facility

You must provide your primary clinic's details.

1. Navigate to Administration > Clinic > Facilities.

2. Click on your primary Facility Name (highlighted in blue) to edit it.

3. Fill out the following required fields:

   • Name

   • Address

   • Phone

   • Fax Number (if you do not have a fax, please enter your phone number)

   • Email

   • Tax ID (This can be your EIN or SSN)

4. Select the toggle to mark the facility as the Primary Business Entity.

5. Click Save.

Step 2: Update Required Fields for the Prescriber

The user account for each prescriber must be properly configured.

1. Navigate to Administration > Users.

2. If you are the prescriber, find and select your user profile.

3. If you are setting this up for a prescriber, click + Add User or select their existing profile.

4. Complete the following fields:

   • First Name

   • Last Name

   • Default Facility

   • Provider Type

   • NewCrop eRx Role

   • NPI

   • DEA Number

5. Click Save.

Step 3: Create a Test Patient

A test patient with a valid address is needed to finalize the setup.

1. Click Patient in the main menu to go to the Patient Finder.

2. Click + New Patient.

3. Fill out these required fields on the main page:

   • First Name

   • Last Name

   • DOB (Date of Birth)

   • Sex

4. Select the Contact tab.

5. Fill out these fields:

   • Address

   • City

   • State

   • Postal Code

   • Country

   • Home Phone

6. Scroll down and click Create New Patient.

Step 4: Prepare for Identity Verification (ID.me)

Ensora uses ID.me to verify the identity of all prescribers. This step must be completed by the prescriber.

To ensure a smooth verification process, please have the following items handy:

• A Driver's License or Passport

• A Smartphone (for taking a picture of your ID and yourself)

• A valid Email address

• If you already have an ID.me account, please have your login credentials ready.