---
title: How to Set Up the DoseSpot Integration
description: "How the DoseSpot integration works in Pabau: connecting the clinic, registering prescribers, completing identity verification with Experian, and setting up EPCS two-factor authentication."
---

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# How to Set Up the DoseSpot Integration

## In this article, we will walk you through how the DoseSpot integration works, including setup, authentication, and prescription workflows.

By integrating DoseSpot, Pabau clinics in the United States will be able to send electronic prescriptions to pharmacies without leaving their core clinical workflows. This means clinician identity data and patient information are passed securely to DoseSpot, prescriptions can be created in a dedicated interface, and the resulting records are automatically linked back into Pabau. The goal is a smooth, compliant ePrescribing experience that keeps prescriptions aligned with patient charts

#### **Step 1: Navigate to Setup**

Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the [Setup page](http://app.pabau.com/setup) by clicking ["Setup"](http://app.pabau.com/setup) located at the bottom of the left sidebar menu.

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-03-51-03-0141-PM.png?width=656&height=450&name=image-png-May-22-2026-03-51-03-0141-PM.png)

#### **Step 2: Access Labs & Pharmacies**

Under the Clinicalsection, you will find the **ePrescriptions** section. 

![eprescriptions-setup-clicnical](https://support.pabau.com/hs-fs/hubfs/Prescriptions/eprescriptions-setup-clicnical.png?width=670&height=317&name=eprescriptions-setup-clicnical.png)

#### **Step 3: Configure DoseSpot**

On the **"Pharmacies"** tab, you'll find the DoseSpot option. Clicking **Connect**redirects you to a dedicated *setup page* where the DoseSpot prescriber setup process begins.

![](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-27-2026-03-31-54-4960-PM.png?width=670&height=305&name=image-png-Jul-27-2026-03-31-54-4960-PM.png)  
Before this clinic can be used for ePrescribing, the following details are entered and submitted so DoseSpot can register the clinic in its system:

**Clinic Profile Fields (entered on the DoseSpot setup page):**

- **Clinic Name** - Official name of the practice (short form).
- **Clinic Name (Long Form)** - Full legal name of the practice.
- **Address Line 1** - Street address for the clinic.
- **City** - Clinic’s city location.
- **State** - Clinic’s state (US format).
- **Zip Code** - Postal code.
- **Primary Phone** - Main contact number for the clinic.
- **Primary Phone Type** - Label for the phone (e.g., *Primary*).
- **Primary Fax** - Fax number if applicable. [See Helpdesk](https://help.vsee.com/kb/articles/how-to-setup-an-account-for-dosespot-erx?utm_source=chatgpt.com)

![](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-27-2026-03-37-51-8891-PM.png?width=539&height=351&name=image-png-Jul-27-2026-03-37-51-8891-PM.png)

**TIP:** Pabau pre-fills this form with the business details saved under **Setup** \> **Business Details** — the clinic name, address, city, state, ZIP code, phone, and fax. Review the pre-filled values and adjust anything that should differ; every field remains editable. **Primary Fax** is optional and can be left blank.

![Activate DoseSpot modal pre-filled from Business Details](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-v2-activate-modal.png)

Each of these fields helps DoseSpot **create a registered ePrescribing clinic** so the integration can proceed, and prescribers linked to that clinic can begin issuing prescriptions electronically.

Once the clinic is created, you land directly on the DoseSpot configuration page, where you can register your prescribers straight away.

---

After the clinic record is successfully created in DoseSpot, users are typically able to **add prescribers (clinicians) and complete compliance setup** before launching actual ePrescribing workflows:

#### **Add Prescription Info**

Navigate to[''Team''](https://app-us.pabau.com/team/users), select the prescriber's profile, and on the ''Personal Details'' tab, add ''Prescriber Info''

![dosespot integration 1](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/dosespot%20integration%201.png?width=343&height=324&name=dosespot%20integration%201.png)

For more details on how to set up prescriber info, please refer to the following articles: 

[**How to Set Up Prescription Information for Staff Members**](https://support.pabau.com/en/pabau2/how-to-setup-prescription-information-for-staff-members?hsLang=en)   
[How to Set Up a Prescriber](https://support.pabau.com/en/pabau2/how-to-set-up-a-prescriber?hsLang=en)

#### **Configure ePrescriptions**

 Go to Setup \> Clinical \> ePrescriptions ( [https://app-us.pabau.com/setup/eprescription)](https://app-us.pabau.com/setup/eprescription)and click ''Configure'' next to the connected DoseSpot pharmacy to complete the setup.

![dosespot integration 2](https://support.pabau.com/hs-fs/hubfs/Clinical%20Category/dosespot%20integration%202.png?width=627&height=267&name=dosespot%20integration%202.png)

Once the clinic information is submitted to DoseSpot, there is an approval process on the DoseSpot side before it can be used for ePrescribing. DoseSpot will review the submitted clinic details and confirm activation before prescriptions can be issued.

#### **Register Prescribers with DoseSpot**

The DoseSpot configuration page lists your team members together with their email, DoseSpot ID, and status (**Not configured**, **Awaiting**, **Approved**, **Rejected**, or **Deactivated**). Click **"Create"** next to a team member to register them as a prescriber with DoseSpot.

![DoseSpot configuration page listing team members with their DoseSpot status](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-v2-configure-prescribers.png)

The registration form is organized into the following sections:

- **Personal details** - The prescriber's legal identity, exactly as registered with the DEA.
- **Contact details** - Email, phone, and fax — DoseSpot uses these to reach the prescriber during verification.
- **Practice address** - The primary location this prescriber writes prescriptions from.
- **Credentials & role** - DEA and NPI numbers, validated against the registries during review.
- **Permissions & attestations** - Tick **"Allow EPCS"** if the prescriber will prescribe controlled substances electronically, and confirm the required attestations.

![Register prescriber form with the What happens next panel](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-v2-register-form.png)

![Credentials, attestations, and the Submit for review button](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-v2-register-credentials.png)

A **"What happens next"** panel beside the form shows what to expect after you click **"Submit for review"**:

1. **Submit registration** (instant) - The details are sent to DoseSpot and the prescriber appears in the list.
2. **Identity verification** (same day) - The prescriber receives an email from DoseSpot to confirm their identity.
3. **Credential review** (1–3 business days) - DoseSpot validates the DEA and NPI numbers against the registries.
4. **EPCS activation** (2–3 business days) - Shown only when "Allow EPCS" is ticked; additional identity proofing and two-factor setup for controlled-substance prescribing.
5. **Ready to prescribe** - The status flips to **Approved** and e-prescribing is unlocked for this prescriber.

![Prescriber showing the Awaiting status after submitting for review](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-v2-awaiting-row.png)

**NOTE:** Approval typically takes 1–3 business days end to end, or 2–5 business days with EPCS. Timings are typical — DoseSpot may request additional information, which can extend the review. Approved prescribers can be deactivated (and reactivated) from the same list at any time.

---

#### **Complete Identity Verification with DoseSpot**

Registering a prescriber in Pabau is only the first half of the journey — identity verification itself happens on DoseSpot's side, outside Pabau. Shortly after you click **"Submit for review"**, the prescriber receives an email from DoseSpot with sign-in details for their DoseSpot account, where the remaining steps are completed.

**NOTE:** Verification is run against the prescriber's personal records, not the clinic's. Before starting, have the following to hand:

- Social Security Number
- A credit card number (debit cards are not accepted — the card is used only to verify identity; nothing is charged)
- Driver's license number (optional, but strongly encouraged — it increases the pass rate)
- A government-issued photo ID (driver's license, state ID, or passport) and a mobile phone for the facial-recognition step

**Step 1: Complete the Agreements**

Sign in to DoseSpot using the details from the welcome email. A banner asks you to complete the pending agreement(s) — click **"Identity Proofing Agreement"** and accept it to unlock the verification step.

![DoseSpot banner asking to complete the Identity Proofing Agreement](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-complete-agreements.png)

**Step 2: Begin Identity Proofing**

DoseSpot verifies prescriber identity through **Experian**, using specific financial records. Click the green **"Begin Identity Proofing"** button to start.

![Begin Identity Proofing button in DoseSpot](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-begin-button.png)

**Step 3: Accept the Notice and Acknowledgement**

Read the notice, tick the consent checkboxes, and click **"Start"**. The personal information collected here is passed to Experian for authentication only — DoseSpot does not retain it.

![Notice and Acknowledgement consent screen](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-notice-acknowledgement.png)

**Step 4: Enter Your Personal Details**

Fill in the identity form — fields marked with a red asterisk are required, and the name and date of birth are pre-filled from the registration. This is where the Social Security Number, credit card number, and driver's license number are entered.

![Experian identity proofing personal details form](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-personal-details.png)

**Step 5: Answer the Credit-History Questions**

Experian then asks four multiple-choice questions drawn from your personal credit profile — past lenders, loan types, or payment amounts. Select the correct answers and click **"Next"**.

![Experian multiple-choice credit history questions](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-credit-questions.png)

**Step 6: Complete Facial Recognition on Your Phone**

A pop-up confirms that a link has been texted to your mobile number. Open it on your phone and follow Experian's guided flow: photograph the front and back of your ID, then take a selfie so the two can be matched. When every step in the progress bar is complete, your documents are submitted for verification.

![IDP facial recognition pop-up confirming a link was sent by text](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-facial-popup.png)

![Text message with the Experian ID verification link](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-facial-text.png)

![Experian guided flow for photographing your ID and taking a selfie](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-facial-steps.png)

**IMPORTANT:** Some phone carriers flag Experian's verification texts as spam — if the text does not arrive within a few minutes, check the spam or junk folder in your messaging app. Only US-issued identity documents are accepted.

**Step 7: Check the Result**

Back in DoseSpot, a banner shows the outcome. A green banner means identity proofing succeeded — the prescriber can move on to two-factor setup (for EPCS) or start prescribing. A red banner means verification was unsuccessful and needs to be reinitiated.

![Green banner confirming identity proofing succeeded](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-result-success.png)

![Red banner showing identity proofing failed](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-result-failed.png)

**NOTE:** You get up to three attempts at the Experian questions. After a third failure, DoseSpot offers an alternative verification route through **ID.me** — follow the link in the pop-up. ID.me verification can take up to 24 hours. Prescribing stays locked until identity verification succeeds.

![DoseSpot pop-up offering ID.me as a fallback after three failed attempts](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-idp-idme-fallback.png)

---

#### **Set Up Two-Factor Authentication for Controlled Substances (EPCS)**

Prescribers registered with **"Allow EPCS"** complete one more step after identity proofing: two-factor authentication (TFA) with **DUO Mobile**. This is a DEA requirement for prescribing controlled substances electronically.

**Step 1: Start DUO Mobile Activation**

In DoseSpot, open the **DUO Mobile Activation** prompt. Enter the prescriber's personal mobile number (not a clinic line), agree to receive text messages, and click **"Send Me DUO Activation Texts"**.

![DUO Mobile Activation screen in DoseSpot](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-epcs-duo-activation.png)

**Step 2: Install DUO Mobile and Link Your Account**

Two text messages arrive: the first contains the app-store link to install the DUO Mobile app, and the second contains the activation link that connects the app to DoseSpot.

![The two DUO text messages: install link and activation link](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-epcs-duo-texts.png)

**NOTE:** There is no QR-code option for this activation — the account must be linked through the link in the second text message.

**Step 3: Name the Account**

DUO Mobile asks you to name the new account. It defaults to **DoseSpot** — keep that or choose any name you will recognize, then continue.

![Naming the DoseSpot account in DUO Mobile](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-epcs-duo-name-account.png)

**Step 4: Get a Passcode**

The DoseSpot account now appears in DUO Mobile with a six-digit passcode. Use **"Refresh Passcode"** to generate a fresh one whenever you need it.

![DUO Mobile passcode screen for the DoseSpot account](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-epcs-duo-passcode.png)

**Step 5: Confirm the Setup in DoseSpot**

Back in DoseSpot, the **Confirm Information** screen finishes the activation. The reference number is pre-filled — enter the six-digit passcode from the DUO app and your four-digit PIN, then click **"Submit"**.

![Confirm Information screen asking for the DUO passcode and PIN](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-epcs-tfa-confirm.png)

Once TFA is active, the prescriber signs each controlled-substance prescription with their PIN when approving and sending it.

**NOTE:** Entered the wrong mobile number, changed phones, or never received the texts? Contact Pabau support and we will arrange for DoseSpot to correct the number and re-send the DUO activation texts.

---

#### **Open a Client in DoseSpot from the Client Card**

Once the integration is connected, you can jump straight to a client's DoseSpot patient record from their client card. In the new client card, click the **Apps** icon in the row of icons above the client's photo — **"Open in DoseSpot"** appears pinned to the top of the apps list. Clicking it syncs the client's details to DoseSpot and opens their patient record in a new tab.

![Open in DoseSpot pinned at the top of the client card Apps popover](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/dosespot-v2-client-card-open.png)

**NOTE:** The entry appears in the new client card for US clinics with the DoseSpot integration connected. You must be an approved DoseSpot prescriber, and the client's name, date of birth, email, full address, and phone number must be complete on their card — if anything is missing, an error message lists the fields to fill in.

---

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