PersonaTrust Identity Proofing

Last updated: August 14, 2026

PersonaTrust Identity Proofing

Why You Need Identity Proofing

Before providers can prescribe medications electronically through Canvas, they must complete PersonaTrust identity proofing. This process confirms the provider's identity and satisfies federal requirements for electronic prescribing.

Federal law requires identity verification before providers can prescribe electronically, and Surescripts requires it for ePrescribing enrollment. PersonaTrust handles this verification through a brief application and phone call.

Who needs to complete this:

  • All providers enrolling for ePrescribing (non-controlled medications)

  • All providers enrolling for EPCS (controlled substances)

  • Both new providers and providers transferring from another EMR

How the Process Works

The identity proofing process has two parts: a written application and a brief verification phone call.

Step 1: Book a Time Slot

  1. Go to the PersonaTrust booking page

  2. Click Book Appointment.

  3. Complete the booking form:

    • Location: PersonaTrust (this is the default)

    • Service: Canvas Medical Supervised Remote In-Person Identity Proofing

    • Date & Time: Select an available time slot

    • Your Information: Enter your contact details

  4. Click Finalize Appointment.

  5. You will receive a confirmation email with your appointment details.

Important: The time slot you are booking is not a live video or phone call. It is the time when the identity proofing application will be emailed to you. See Step 2.

Note: Availability is displayed in Pacific time regardless of your timezone.

Step 2: Receive and Complete the Application

At your scheduled time, you will receive an email from @ayininternationalinc.com containing the identity proofing application.

  1. Open the application.

  2. Complete the application.

  3. Sign and date it.

  4. Send the completed application back as instructed in the email.

Important: If you do not complete and return the application, PersonaTrust will not proceed with the verification call. You will receive a follow-up email to rebook.

Step 3: Verification Phone Call

After you submit your completed application, PersonaTrust will call you to collect identity-credential information over a brief verification call. The estimated wait time to receive a call is approximately 5 minutes after they receive your completed application.

Have the following ready for the call:

  • A government-issued photo ID

  • Your NPI number

During the call, PersonaTrust will verify your identity credentials and complete the proofing process.

Step 4: Receive Your Certificate

After verification is complete, PersonaTrust generates an identity proofing certificate and emails it to you. Save the PDF and share it with your practice administrator, who needs it to submit the enrollment request.

Note: Signing-certificate documents are currently accessible for 48 hours. Download and save your certificate promptly.

Summary of the Process

Step

What Happens

1. Book an appointment

Schedule when you will receive the application (not a live call)

2. Receive application

Application is emailed to you at the scheduled time

3. Complete and return

Fill out the application, sign, date, and send back

4. Verification call

PersonaTrust calls you (~5 min after receiving your application)

5. Certificate issued

Certificate emailed to you — save and forward to your administrator

After Identity Proofing

Your practice administrator submits the enrollment request through Canvas using your certificate and provides updates on next steps. Depending on enrollment type, you may need to complete additional steps for ePrescribing, EPCS, or lab ordering.

Frequently Asked Questions

Q: Is the appointment a live video or phone call?
A: No. The appointment time is when PersonaTrust will email you the identity proofing application. The phone call happens after you complete and return the application.

Q: Who schedules the PersonaTrust appointment?
A: Providers schedule their own appointments through the PersonaTrust booking page after their practice administrator notifies them.

Q: What if I need to reschedule?
A: Use the link in your confirmation email to reschedule.

Q: Why didn't PersonaTrust call me?
A: PersonaTrust calls after they receive your completed application. If you haven't completed and returned the application, they will not call. Complete your application and send it back, and expect a call within approximately 5 minutes.

Q: How long do I have to download my certificate?
A: Signing-certificate documents are currently accessible for 48 hours. Download and save your certificate as soon as you receive it.

Q: Do I need to complete this process again for controlled substance prescribing?
A: No. This is a one-time identity proofing for Surescripts. However, EPCS enrollment requires a separate identity proofing step through DrFirst and Experian — your administrator will guide you through that.

Q: When can I start prescribing?
A: Your practice administrator will notify you when enrollment is complete and you're ready to begin.