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Kareo Help Center

Enroll for EPCS

Updated: 09/10/2021
Views: 16766

As a provider, you can enroll in electronic prescribing for controlled substances (EPCS) through Kareo with a one-time setup fee of $75.00 per provider. Provider must be enrolled for ePrescribing prior to requesting enrollment for EPCS.

Important Notes:

  • The provider must complete and sign the form
  • If there are multiple providers in the practice, each provider will need to complete and submit a separate EPCS Order Form
  • Successful enrollment typically takes 5 - 7 business days after the forms are submitted to Kareo

Complete Enrollment Form

  1. Download and complete the EPCS Order Form.
    • A token is required to complete EPCS enrollments. Be sure to request a DrFirst hard token through the EPCS Order Form.
  2. Download the soft token Symantec app "VIP Access" from the App Store while the hard token order is being processed.
  3. Fax the completed form to Kareo at (800) 798-2310 for the Enrollments team to process.


Complete Identify Proofing

An email invite from EPCS Gold is sent to the provider to initiate the process of activating a token.

  • The email is sent from [email protected] with the subject of Registration invite for prescribing controlled substances electronically.
  • If the provider has not received the email, be sure to check the junk/spam folder.
  1. Click Click To Register to initiate the process. The EPCS Gold website opens.
  1. The provider's NPI and Invite ID will be populated in the I have an Invite section.
    • If the NPI and Invite ID is not populated, copy information from the email invite.
  2. Click Proceed. The Terms of Use and Condition page opens.
  3. Review the terms. Then, click I agree when finished to accept the terms.
  1. The provider is required to go through identity proofing (IDP) to complete the enrollments. Make a note of the temporary password provided to resume the session within 24 hours in case the IDP fails.
  2. Click Next to continue. 
  1. If the provider has a token available, click Continue to proceed. The InfinID Application Terms of Use page opens.
    • A personal credit card is not required to complete IDP.
    • Kareo recommends completing IDP without entering a personal credit card.
    • It is also recommended the provider pulls their credit report from Experian to help complete the following sections.
  2. Review the Terms of Use. Then, click I Accept when finished to accept the terms. The User Registration page opens.

User Register

  1. Enter the required information:
    • NPI: May be pre-populated with data from the NPI Registry
    • First Name: May be pre-populated with data from the NPI Registry
    • Last Name: May be pre-populated with data from the NPI Registry
    • Email Address: May be pre-populated with data from the NPI Registry
    • DEA Number: May be pre-populated with data from the NPI Registry
      • All letters in the DEA number must be capitalized
      • Only use the provider's primary DEA
    • Date of Birth: Use the MMDDYYYY format
    • Home Street Address: Do not add punctuation in this field
    • Home City
    • Home State
    • Home Zip
    • Social Security Number
    • Mobile Phone Number (Optional): It is recommended that the provider enter a mobile phone number associated with the home address. If Experian can validate the mobile number, the provider will receive a confirmation code via text to quickly complete EPCS enrollments.
      • If the mobile phone number cannot be validated, Experian will send the confirmation code in a nondescript white envelope via USPS.
    • Credit Card Number (Optional): Kareo recommends to leave this field blank
    • Driver's License State (Optional): Kareo recommends to leave this field blank
    • Driver's License Number (Optional): Kareo recommends to leave this field blank
    • Residential Phone Number (Optional)
  2. Click I Agree when finished. The next step of IDP opens.


Verify Identity

The provider is asked questions based on their Experian credit report.

  1. Select answers to the questions.
  2. Click Continue when finished. A successful message displays.
  3. Click Next to create a passphrase.

Create Passphrase

When controlled substances are prescribed, the provider's identity needs to be recognized with two factors: a passphrase and a token. Follow the steps below to create a passphrase.

  1. Enter a passphrase to access EPCS Gold in the future. The passphrase should be an 8 to 16 alphanumeric code containing a lowercase, uppercase, and special characters.
  2. Enter a security question and answer in the event that the passphrase is forgotten.
  3. Click Continue to register tokens.

Register Token

If available, add any combination of hard and soft tokens, up to 5. If only one token is registered and that token fails in the future, the provider will need to start the enrollments process over again from step one.

  1. Click Add New Token.
  2. Enter the required information:
    • Token Name: A nickname for the token
    • S/M or Credential ID: The serial number from the back of the hard token, which starts with AVT, or the Credential ID from the token downloaded from the App Store
    • OTP PIN or Security Code: Enter the pin number from the token.
      • On the hard token, push the button. The pin will reset and change every 30 seconds. If it disappears, push the button again.
  3. Click Save when finished adding all tokens. A success message displays.
  4. Click Done adding tokens. The system logs out.


IDP Confirmation Code

Once the IDP process has been completed and the token(s) activated, the provider receives a letter with an IDP Confirmation Code from Experian via USPS within a couple days.

If the mobile phone number provided in the User Registration is validated by Experian, the provider receives a text message with the IDP Confirmation Code instead of receiving a letter.

  1. Once the IDP Confirmation Code is available, log into EPCS Gold.
  2. Enter the Experian Transaction ID from the letter or text.
  3. Click Continue. EPCS enrollment is now complete.

To enable provider(s) to ePrescribe controlled substances in Kareo, a System Administrator must authorize the prescribing provider(s) for EPCS.

Important Note: The System Administrator must be an individual who knows the provider and is not the provider themselves.

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