A. Ensure your patient records match the information that the patient has submitted in the Electronic Verification System to the Utah Department of Health. You will need:

  1. The patient’s legal name
  2. The patient’s date of birth
  3. The last 4 digits of the patient’s social security number.

Patients under 21 and those with non-qualifying conditions MUST submit a petition to the Compassionate Use Board. Please email completed petitions to cubcmc@utah.gov.

B. Issue the certification/recommendation in the EVS:

  1. Hover over Tracking Inbox and select ‘QMP.’
  2. Click your name in the graph near the center of the screen.
  3. Click the ‘Certification/Recommendation’ tab in your QMP profile.
  4. Click ‘New’ on the Certification/Recommendation’ tab.
  5. Enter the required information in the certification/recommendation tab.
  6. Click “Save” at the bottom. The page will refresh. Note a “Recommendation” tab has appeared above the certification information, recommendation information box has appeared below the certification information, and an “Amend Reason” box has populated.

C. Add optional recommendation dosage guidelines OR add additional notes for pharmacy reference:

Optional recommendation dosage guidelines:

  1. Click on “+New Recommendation Record” or the “Recommendation” tab above the certification information.
    1. If using the “Recommendation” tab, click “+New.”
  2. Select a dosage form at a minimum. Enter any additional dosage information in the fields.
  3. Enter an Amend Reason. This may be as short as “added dosage form.”
  4. Click “Save” on the Recommendation information. Ensure no errors have generated prior to navigating away from this page. The recommendation is now complete. The patient may now pay for their registration, after which UDOH will review their application.

Additional notes – medication list and treatment history:

If the provider chooses not to recommend any dosage guidelines, the Utah Department of Health requires that a provider submit a medication list (including prior attempts at treatment with medical cannabis) and documentation of the evaluation of the qualifying condition for pharmacy reference. These notes may appear in the patient’s profile or in the recommendation information.

To add notes to the patient’s profile:

  1. Click “Home” in the top left-hand corner of the screen.
  2. Scroll to the bottom of the page until you see the “Enhanced Inbox.”
  3. Select the patient for whom you are entering a medication list/treatment history from the queue.
  4. The patient’s profile appears.
  5. Select the grey “Notes” tab (above the patient’s information and below the blue status bar).
  6. Click “+New”
  7. Select “Update Patient Information” in the “Note Type” drop-down.
  8. Enter “Office Notes” or similar title in the “Note Name” field.
  9. Add correspondence date.
  10. Add comment. This can be a typed list of the patient’s medication list and treatment history. The provider may also elect to upload a document. Note that the note will NOT save without entering some information in the Comment box.
  11. Upload files, if necessary.
  12. Select “No” for the Private Note option.
  13. Select “Save” at the bottom. Ensure no errors have generated prior to navigating away from this page. The recommendation is now complete. The patient may now pay for their registration, after which UDOH will review their application.

To add notes to the patient’s recommendation tab from Step C (above):

  1. Click on “+New Recommendation Record” or the “Recommendation” tab above the certification information.
    1. If using the “Recommendation” tab, click “+New.”
  2. Select a dosage form at a minimum. Note that the pharmacy is not required to dispense this dosage form.
  3. Enter information in the box at the bottom of the Recommendation record, titled “Medication and Treatment History.” Providers may include information about substituting the dosage form here, as well.
  4. Click “Save” on the Recommendation information. Ensure no errors have generated prior to navigating away from this page. The recommendation is now complete. The patient may now pay for their registration, after which UDOH will review their application.

Initial cards are valid for 90 days by default. To limit a patient’s card activation, please contact the Center for Medical Cannabis: medicalcannabis@utah.gov.