# DrFirst Implementation Checklist

Use this checklist to track the steps required to implement the DrFirst eRx integration in your Welkin environment. Complete items in order, as some steps depend on previous ones.

## Pre-implementation

* [ ] Confirm eRx is included in your Welkin contract
* [ ] Identify all prescribers who will use eRx (name, NPI, DEA number if applicable)
* [ ] Confirm if any prescribers require EPCS (controlled substance prescribing)
* [ ] Collect DEA registration numbers for EPCS prescribers
* [ ] Confirm your organization's pharmacy network preferences

## DrFirst account setup

* [ ] Submit the DrFirst onboarding request through your Welkin CSM
* [ ] DrFirst creates your organization's Rcopia instance
* [ ] Prescriber accounts provisioned in DrFirst (one per prescriber NPI)
* [ ] Identity verification completed for each prescriber
* [ ] Test credentials provided for sandbox/UAT testing

## Welkin configuration

* [ ] eRx feature enabled in Admin portal
* [ ] eRx tokens generated and configured (see [eRx Tokens](/integrations/drfirst-erx/erx-tokens.md))
* [ ] Rcopia panel configured in Designer for relevant patient views
* [ ] User roles updated to grant eRx access to appropriate users
* [ ] IDP/SSO configured if using single sign-on for Rcopia (see [eRx IDP Quick Tips](/integrations/drfirst-erx/erx-idp-quick-tips.md))

## EPCS setup (controlled substances only)

* [ ] EPCS invitation sent to each EPCS-eligible prescriber by DrFirst
* [ ] Each prescriber completes [EPCS invitation and logical access control](/integrations/drfirst-erx/erx-completing-the-epcs-invitation-and-logistical-access-control.md)
* [ ] Two-factor authentication method enrolled (hard token or soft token)
* [ ] EPCS passphrase set by each prescriber
* [ ] Test EPCS prescription submitted in sandbox environment

## Testing

* [ ] Prescriber can log into Rcopia from within Welkin
* [ ] Test (non-controlled) prescription sent to test pharmacy
* [ ] EPCS test prescription sent (if applicable)
* [ ] Medication history loads for test patient
* [ ] Drug interaction alerts fire correctly
* [ ] Prescription data syncs back to Welkin patient record

## Training and go-live

* [ ] Prescriber training completed (see [Rcopia: Prescribe Medications](/integrations/drfirst-erx/erx-rcopia-prescribe-medications.md))
* [ ] Go-live date confirmed with Welkin team
* [ ] Support escalation path communicated to prescribers
* [ ] Post-launch check-in scheduled (recommended: 1 week after go-live)

## Notes

Keep this checklist updated and share it with your Welkin implementation contact. For issues during setup, open a support ticket through the [Welkin support portal](https://github.com/welkincloud-io/welkin-docs/blob/master/kb/support/support-tickets.md).

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