Getting Started - Prescriber Onboarding

Treat provides a visually friendly onboarding experience to help you know what steps to take and what activities are coming up for you to successfully begin to e-prescribe. In compliance with legal and state regulations, Treat helps you onboard quickly in a step by step walk through of all the activities required based on your selected e-prescribing license. The onboarding hub is a central location for all the onboarding activities associated to your license and can help you decide whether to complete all the activities in one sitting or one at a time, at your convenience. This guide will help support you during your onboarding experience and can be used as a reference.

Treat has a total of 2 activities for an E-Rx license and 6 activities for an EPCS license that need to be completed to e-prescribe. Each activity will have tasks associated before moving on to the next activity. Below is an overview of the activities required for each license.

 

E-Rx	EPCS
Create Treat Account	Create Treat Account
Identity Verification	ID.me Identity Verification
	Mobile Device Set Up
	Facility Approval
	ID.me Authentication
	Account Verification

Create Treat Account

Whether E-Rx or EPCS, the onboarding begins with the Create Treat Account activity. This is more commonly initiated through an invitation from the facility administrator to your email address. The activity has four small tasks to be completed. Check your inbox for an email from Bravado Health with the subject line "Create your Treat Account". Open the email and click ACCEPT INVITATION to begin.

Note: Check your junk and spam folders if you can’t find it right away.

This activity should take about 5 to 10 minutes. If you are interrupted at any time, you can pick up where you left off by logging in here with your new Treat ID username/email and password or returning to the email. Each task is labeled with a number to help visually inform you how many tasks the activity has.

Tasks:

1. Enter Your Personal Information
2. Create Your Treat ID
3. Choose Your Practice Address
   • This is the address you will be using to e-prescribe from
4. Add a Medical License
   • The final step of creating your Treat account is a medical license verification. A verification of your state’s medical license must be successful to move on to the next activity. Treat will prompt you with an error if the verification is unsuccessful. Note that an unsuccessful verification will require help from our Support team.
   • Review your license information by entering your NPI in the registry, https://npiregistry.cms.hhs.gov/, to help prevent any errors during this first essential check. Keep these tips in mind:
     1. Enter full name as it is registered with your state’s medical board. This includes spelling, special characters, middle name, and additional last names.
     2. Confirm your State License Number and format. This includes numbers, spaces, designations (which may be included in your state license number), and dashes (-) followed by additional numbers.
   • Additional state licenses may be added in your Settings once successfully onboarded.

Once completed, Treat will move you to the Onboarding Hub where you will see an overview of all the activities and their status for your e-prescribing license.

 

Note: if you have already an ID.me account you need to make sure to add the email you are using in TREAT as a primary email.  Refer to "Steps to Verify with ID.me" section.

 

If you will be prescribing only non-controlled substances (E-Rx license), the hub will only display two activities: Create Treat Account and Identity Verification with ID.me. If you will be prescribing both, non-controlled and controlled substances (EPCS license), the hub will display all six activities, as shown above.

 

Identity Verification

The Identity Verification activity has one main task from our identity verification partner, ID.me. To verify your identity, ID.me asks you to submit an image of your identification (most commonly, driver’s license) as well as a selfie or photo of yourself to compare the two. To begin, check your inbox for an email from Bravado Health with the subject line "Treat Identity Verification" and click Begin Now. Once the legal identity of  the user has been established, ID.me is able to validate additional attributes about the user for  applications that require additional credentials.

This activity should take about 10 to 15 minutes. If you are interrupted at any time, you can return to the email to continue.

 

Steps to Verify with ID.me: 

Access the link or webpage provided by the organization for which you need to verify your identity

Step 1: You will be prompted to Sign in with an existing ID.me account OR  Create an ID.me Account.

 

Step 2: Select the green 'Verify with ID.me' button. 

 

Step 3: For new users, create an ID.me account by entering same email address you used for TREAT and creating a strong password. 

 

If you have an existing ID.me account with a different email other than your TREAT username/email address, then proceed to add TREAT email to your current ID.me account as a primary email.

• • • Once you sign in, click on update your settings here (see image below).

                 

• • • Click on Manage Email

                     

• • • Click on Add Email
    • Add your TREAT username/email and make it as primary

       

 

 

 

Step 4: Accept ID.me's Terms and Conditions and Privacy Policy then select Create Account.

Step 5:  Confirm your email address by selecting the button in the email that Treat sent to your inbox.

 

Step 6: Select and set up a Multi-Factor Authentication (MFA) option.

Step 7: Choose a Verification method. Upload a copy of your drivers license, passport, or passport card using a smartphone, tablet, or by uploading an image from your desktop

Step 8: Take a video selfie using either your smartphone, tablet, or webcam on a browser

Step 9: Enter your Social Security Number

Step 10: Confirm your Information 

Step 11: Verify your medical credentials such as your NPI and DEA number, as required

Step 12: You must consent to share the verified information from ID.me to Treat in order to be able to e-prescribe. Click the “allow” button to complete the identity proofing process.

The rest of the verification process is slightly different based on which option you choose:

• Driver's License or State ID

• Passport

FAQ LINKS:

• ID.me User Guide
• If you are sent to a Trusted Referee or Video Guide Agent, follow these steps
• How to upload a document
• What do I do if my name changed?

REFERENCE

ID.me Help Site

How do I verify my identity?

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