Preparing Provider Profiles for Enrollment
Last updated: February 18, 2026
Before you can enroll a provider for prescribing or lab ordering, their Canvas staff profile needs to have all the right information in place. This article walks you through everything so there are no surprises when you're ready to submit.
New to Canvas? If you haven't set up the provider's staff profile yet, start with Managing Staff Profiles for complete setup instructions. Come back here when you're ready to verify enrollment requirements.
What you'll learn
Required staff profile fields for all providers
Licensing requirements for prescribing providers
What documents you need to gather for Surescripts enrollment
How to add staff licenses
Staff Profile Required Fields
Before starting enrollment, make sure these fields are complete in Settings > Staff for the provider.
Required for all providers
First Name: Legal name matching medical license
Last Name: Legal name matching medical license
NPI Number: 10-digit identifier
Primary Practice Location: Select from available locations
Work Email: Used for enrollment communications
Work Phone: Numbers only, no special characters or spaces — 5551234567
Work Fax: Numbers only, no special characters or spaces — 5551234567
Work Address: Complete street address, city, state, and ZIP code. Set the Use field to Work and keep the Type set to Both.
Required Documents for Surescripts
You'll need to gather these documents before submitting the provider enrollment form.
PersonaTrust Certificate: The provider receives this via email after completing identity proofing. Save the PDF for enrollment submission.
State License: A clear copy of at least one state medical license
DEA License: Only required for controlled substance prescribing
Licensing Requirements
For all prescribing providers
Medical License: Required for eRx and EPCS
For controlled substance prescribing only
DEA License: Required for EPCS and Schedule II-V prescriptions
How to Add Staff Licenses
Providers need valid licenses on file before they can prescribe or order labs. Here's how to add them.
In the provider's staff profile, scroll to the Staff License section
Click + Add another Staff license
Complete the following fields
Issuing Authority Long Name: Only required if selecting Other for license type. Leave blank otherwise.
Issuing Authority Short Name: Leave blank
Issuing Authority URL: URL to the issuing authority's website. Optional.
License or Certification Identifier: Enter the license number
Issuance Date: Date the license was issued in MM-DD-YYYY format
Expiration Date: Date the license expires in MM-DD-YYYY format
License Type: State License, DEA, CLIA, PTAN, Taxonomy, SPI, or Other
Primary: For State and DEA licenses only. The primary license appears on external documents like prescriptions.
State: For State License type only. The state that issued the license.
Click Save
Repeat for each additional license
Good to know — You can add multiple licenses, but only one per type can be marked as primary. If no license is marked as primary, the first entered license will appear on external documents.
Next Steps
Once you've completed this checklist, head to the Triple Line Menu > Provider Enrollment to access the Provider Enrollment Dashboard. The dashboard validates all requirements automatically and shows you exactly what's missing—you can only submit enrollment when validation passes.
Ready to submit? See Using the Provider Enrollment Dashboard for complete instructions.
Frequently Asked Questions
Understanding prerequisites
Q: Can I start enrollment before identity proofing is complete?
A: No. Both Surescripts and DrFirst require identity proofing before they'll process enrollment. Starting without it will result in rejection and delays.
Q: What if the provider doesn't have a DEA number?
A: No problem—DEA numbers are only required for controlled substance prescribing. Providers can prescribe non-controlled medications without one and add a DEA number later if needed.
Q: Do all these fields need to be complete before I submit enrollment?
A: Yes. The Provider Enrollment Dashboard validates all requirements and only allows enrollment when everything passes. This prevents rejection and delays down the line.
Q: How do I actually set up the staff profile if it's not done yet?
A: See Managing Staff Profiles for complete setup instructions including how to add contact points, addresses, and signatures.
Licensing and formatting
Q: Why do phone and fax numbers need that specific format?
A: External systems like Surescripts and Health Gorilla expect pure digit strings. Formatting characters like dashes and parentheses cause transmission errors.
Q: What happens if I don't mark a license as primary?
A: For State and DEA licenses, the first entered license will appear on external documents like prescriptions. If you want a different one to display, mark it as primary.
Identity proofing
Q: How long does identity proofing take?
A: Appointments are about 30 minutes. The provider needs a government-issued ID and should have their Experian credit report handy to help answer verification questions.
Related Articles
Keywords: provider profile, staff profile, NPI, licenses, DEA number, identity proofing, PersonaTrust, prerequisites, enrollment requirements, medical license, state license
Categories: Provider Enrollment, Staff Management, Getting Started
Roles: Practice Manager, Administrator, Clinical Staff