Onboard New Staff

Last updated: February 4, 2026

New Staff Procedure

  1. Create an email within your domain

  2. Gather information

    • First and last name

    • DOB

    • Individual NPI

    • Medical license(s)

      • Number

      • Issue date

      • Expiration date

    • DEA license (if applicable)

  3. Setup staff profile in Canvas

    • Instructions below

  4. Setup GCal

    • Instructions below

  5. Setup e-prescribing

    • Instructions below

  6. Setup lab ordering 

    • Instructions below

Setup GCal

  1. Follow these instructions

Setup E-Prescibe

  1. Confirm staff profile is complete (above)

  2. Complete PersonaTrust ID Verification

    1. Detailed instructions

      1. Note when scheduling: availability is presented in pacific time regardless of current timezone

  3. Notify Account Manager

    1. Attach license, DEA if applicable, PersonaTrust confirmation

    2. If prescribing controlled substances, lookout for an email for Dr.First. Follow the instructions within. 

Setup Lab ordering

  1. Confirm staff profile is complete (above)

  2. Notify Account Manager