A. Locate the patient for renewal in the Enhanced Inbox in the EVS and ensure the patient is “Awaiting Certification.” NOTE: A patient MUST submit their registration for renewal in order to appear as “Awaiting Certification.”

  1. Navigate to the EVS Home page. Locate the Enhanced Inbox at the bottom of the page.
  2. Sort the Enhanced Inbox by changing the ‘Card Status’ field to ‘Awaiting Certification.’ Ensure the patient is in “Awaiting Certification” status.
    1. If a patient’s status is ‘Pending Renewal,’ then the patient is eligible for renewal, but has not yet submitted their registration for renewal.

B. Renew the patient’s existing certification (B1), or enter a new certification (B2):

  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.

B1: To renew an existing certification:

  1. Locate the patient in the ‘Certification/Recommendation’ tab and click their name.
  2. Click the blue ‘Renew Certification’ button at the bottom of the certification information.
  3. Enter your QMP PIN number.
  4. Select “Save.”
    1. 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.
  5. Add recommendation dosage guidelines OR add additional notes for pharmacy reference (if not already uploaded):

Optional recommendation dosage guidelines:

  1. Click on “+New Recommendation Record”
  2. Select a dosage form at a minimum. Enter any additional dosage information in the fields.
  3. Click “Save” on the Recommendation information.
  4. 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, or to check if notes have already been added to a 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).
    1. If a medication list and treatment history has already been added here, the recommendation is now complete. The patient may now pay for their registration, after which UDOH will review their application.
  6. If office notes are not updated, 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. 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 B1. (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.

B2. To enter a new certification:

  1. 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.
  2. Click ‘+New’ on the Certification/Recommendation’ tab.
  3. Enter the required information in the certification/recommendation tab.
  4. 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.
  5. 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. 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, or to check if notes have already been added to a 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).
    1. If a medication list has already been added here, the recommendation is now complete. The patient may now pay for their registration, after which UDOH will review their application.
  6. If office notes are not updated, 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. 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 B2. (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.

NOTE: A patient will NOT be issued, nor be able to print, their updated card until after their previous card has expired.

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