DoseSpot is an e-prescribing integration within the CareStack platform that allows you to create, manage, and send patient prescriptions electronically. It streamlines the process by automatically passing the patient's demographic information, medical alerts, and eligibility information to DoseSpot, eliminating the need for manual data entry.
Users can activate or deactivate clinics or clinicians directly via Practice Settings. Once a provider is enabled within the system, CareStack Support will assist with initiating Identity Proofing (IDP) and Two-Factor Authentication (TFA).
Topics Covered
- Activate a Provider
- Initiate DoseSpot Identity Proofing
- IDP Using Facial Recognition
- Initiate Two Factor Authentication (TFA)
- Deactivate a User for DoseSpot
If you need to activate a Prescriber for DoseSpot, you can do this without raising a Support ticket.
Let's get started!
- Navigate to the System Menu > select Practice Settings.
- Select Services and click Configure under DoseSpot.
- Select the Clinics tab.
- Click Activate for the preferred location for which you would like to set up with Dosespot.
| Note: Once you click Activate, the details of that specific location saved under Practice Settings will get pre-populated in the Activate Clinic pop-up window. |
Verify the details and click Activate to add the clinic to dosepot successfully.
Once the Clinic is created in Dosespot, it will have the Clinic ID and Clinic Key automatically
copied over.
- Select the Clinicians tab.
- Locate the intended clinician from the grid and click Activate.
| Note: Additional charges would be incurred on enabling a provider in Dosespot. Please review your contract to know more about the charges. |
- Enter the required details of the clinician.
- Click Activate.
Once the provider is enabled, the next step is to connect with CareStack support to initiate identity proofing and two-factor authentication.
To initiate IDP, perform the steps below:
| Note: The initiation process is performed manually by a CareStack Support Agent. |
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Instructions For CareStack Support Agents:
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For Users
Once IDP is initiated, perform the following steps:
- Log into the PMS.
- Select the intended patient from the Global Patient Search Bar.
- Click +Presc.
- Click E-Prescription to open Dosespot.
| Note: The E-Prescription button will only be available if the user is a provider and is registered with dosespot. |
- Sign in to the profile.
- Locate and click on the '!' icon next to the welcome message at the top left corner of the home page.
- An alert modal will pop up.
- Click the link labeled 'Please click here to complete Identity Proofing' to begin the process.
- A disclaimer will be shown with details on the identity-proofing process.
- Checkmark the checkbox and click Start.
- Enter your personal information.
- Click Next.
- In Step 2 of the IDP process, answer the multiple-choice questions regarding your credit history.
- Click Next when completed.
- Instructions will be sent to your phone via text message for the next step - Facial Recognition.
- Check your mobile phone for instructions on how to complete the facial recognition process.
DoseSpot has mandated that all non-EPCS prescribers complete Identity Proofing (IDP) with facial recognition starting July 7, 2025, to ensure compliance and enhance security.
All providers required to complete this process will see a banner within DoseSpot prompting them to do so. Please ensure IDP is completed promptly to avoid any interruptions in your ability to prescribe.
Here is a step-by-step guide to completing the IDP with facial recognition.
To complete the IDP, you will need the following:
- Social Security Number
- Credit Card Number (no debit cards, please)
- Driver's License Number (highly encouraged)
- A Driver's License, ID Card, or Passport Booklet with a photo for facial recognition
| Note: Clinicians must use US-based documents to complete Identity Proofing. Documents from other countries will not be accepted. |
Verification Process & Data Privacy
- DoseSpot partners with Experian for identity proofing. Experian is a third-party consumer-credit reporting company that works with DoseSpot to confirm a clinician’s identity.
- They compare the information given to them with an individual’s existing credit profile to confirm their identity. No information provided during identity proofing is saved by DoseSpot.
- To ensure successful verification, it is crucial to provide accurate and up-to-date information. This information is used solely for identity proofing and will not be utilized for any other purpose.
Identity proofing with Facial Recognition
- After signing into your profile, you will be prompted to complete the Identity Proofing Agreement, initiating the IDP process.
- Click Identity Proofing Agreement.
- This step is crucial to maintain the highest level of security for your ePrescribing workflow.
A ‘Notice and Acknowledgement’ will appear.
- Read through the agreement, accept the terms, and click Start to continue.
- If you are not ready to complete the Identity Proofing process, you can click the Postpone button.
- This will allow you to delay the process for up to 30 days, ensuring you can continue prescribing without interruption.
| Note: If you postpone the identity proofing process, you will receive daily reminders about your pending IDP status. |
- In Step 1, fill out the personal information for identity proofing. Enter the mandatory information marked in an asterisk.
- Click Next.
- In Step 2, answer the multiple choice question about your credit history.
- Once completed, click Next.
A IDP Facial Recognition pop-up will appear, notifying the user that a link has been sent to their phone number.
Click the verification link received in the registered phone number, to initiate the process.
You can also complete the IDP Facial Recognition via Cell Phone. Below, you will see the steps that are needed to be completed.
- After facial recognition has been completed on your cell phone, you will see one of two banners at the top of the prescribing application.
- The green banner indicates that IDP has been successfully completed..
- The red banner shows a failed IDP.
- If you fail the Experian identity questions, you will have up to three attempts.
- After the third failure, we will display the link to complete the workflow using ID.me. Click here to access the ID.me user guide.
| Note: Once the ID.me verification is complete, it takes up to 24 hours for DoseSpot to update. In the meantime, you can click the Postpone button to continue prescribing (see step 2). |
- Once facial recognition is complete, notify CareStack Support to initiate the Two-Factor Authentication (TFA) process in DoseSpot.
Once the IDP process is completed by the provider, the TFA process must be initiated by the Support user
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Instructions For CareStack Support Agents:
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Once the two-factor authentication is initiated, perform the steps below:
- Log into CareStack.
- Select the intended patient from the Global Patient Search Bar.
- Click +Presc.
- Click E-Prescription to open Dosespot.
| Note: The E-Prescription button will only be available if the user is a provider and is registered with dosespot. |
- Locate and click '!' near the user's name.
- You will receive two text messages, one for the DUO Mobile app and the second one will contain an authentication code.
- Enter the authentication code in DoseSpot.
- Once that is done, the process is complete.
- Navigate to the System Menu > select Practice Settings > Administration > Users.
- Click Deactivate User for the intended user.
- Select the Deactivate Type and Start Date.
- Click Next.
Click Deactivate.
Practices can use this guide to efficiently manage the entire DoseSpot integration, from activating clinicians and completing facial recognition identity proofing to setting up secure authentication and handling deactivations.