Setting up e-Rx happens in two phases once Healthie enables your account, and Healthie emails you at the start of each one. This page covers both phases using Klinic's own instructions, and includes the exact links Healthie sends in those emails, so what you see here and what you get by email point to the same steps.
Identity Proofing (IDP) is the first step, and it's required before you can prescribe anything.
You'll know it's time when you get an email from Healthie titled "E-Rx Enabled: Next Steps." That means e-Rx access has been turned on for your account, and IDP is the one thing standing between you and prescribing.
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IDP verification texts come from Experian and sometimes land in spam. Check there if you don't receive one.
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If you'll be prescribing controlled substances, completing IDP triggers a second email. That's Phase 2 below.
EPCS Two-Factor Authentication (TFA) is the last step before EPCS permissions are enabled. This only applies if you prescribe controlled substances.
Once IDP is complete, allow about 24 hours for Klinic to initiate this step on their end, it's a manual step, not immediate. You'll then get a second email from Healthie titled "E-Rx: TFA (Duo Mobile) Set Up."
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Allow 24 to 48 hours after activating TFA before sending a controlled substance prescription. Pharmacies need that window to apply the update. Sending sooner can trigger an error that blocks the prescription.
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Already using Duo Mobile with DoseSpot through another organization? Contact [email protected]. Your existing TFA credentials may be able to carry over instead of setting up new ones.