Before your account can go live and accept patients, all items below must be completed.

1. Service Selection Confirmed

• [ ] You have completed the Service Opt-In Form, confirming which services you will see patients for through Klinic Medical.

This allows Klinic to route patients correctly and ensure you are scheduled only for approved service lines.

2. Prescribing Access Ready

• [ ] You completed Identity Proofing (IDP) for E-Rx (DoseSpot) in Healthie. This is required before you can go live. No live call is needed.
• [ ] If you prescribe controlled substances, you set up DUO Mobile two-factor authentication for EPCS

For step-by-step setup, see E-Rx Setup: Identity Proofing (IDP) and EPCS Two-Factor Authentication.

Prescribing access must be live before your Go-Live date.

3. Payments & Tax Setup Complete

• [ ] Your Bill.com account is set up
• [ ] Your bank account and routing information are added
• [ ] Your W-9 form is completed and submitted in Bill.com

This ensures Klinic can pay you accurately and on time.

4. Required Provider Documentation Submitted

• [ ] A PDF copy of your active DEA (if applicable)