Completing an Enrollment

With iENROLL, you can submit patient enrollment forms to PSP providers in just a few quick steps*.

*Depending on the manufacturer’s enrollment form, not all 7 steps described below may be present.

There are two ways to start a new enrollment:

  1. Click “START NEW ENROLLMENT” at the top of the landing page
  2. Click “Start New”’ under “Enrollments” in the navigation sidebar

Step 1: Select the Form

  • Scroll through the list to find the required form, or use the search bar at the top to search by brand name, molecule, indication, manufacturer, and more
  • When you find the required form, click “Select English” or “Select French” to open it in the language of your choice
  • If you cannot find the required form, click “Report Missing Form / Request New Form” to request that it be added to iENROLL
    • If you have a copy of the missing form, you can upload it with your request to help expedite the process
    • iENROLL staff will contact you once the form has been programmed and made available for enrollments

💡Time Saving Tip

Favourites & Recently Used Forms

  • Add frequently used forms to your Favourites so that they always appear at the top. Simply click the star next to the form
  • Forms you use most often will also automatically appear in the “Recently Used” list

Step 2: Patient Information

Note: All forms have been standardized with the same sections, beginning with Patient Information.

  • If your patient is already in the iENROLL system, you can search for them using their Patient ID, Patient Health Card Number, or their First / Last Name. When you find the patient, click “Select” to autofill the rest of their personal information
  • If your patient is new to the iENROLL system, their information will not be found in Search Results. iENROLL will automatically save the patient’s data as you continue entering their demographic information

Patient Data Opt-Out

  • If you do not want iENROLL to automatically save your patient’s data, you can toggle the “Save patient data” switch off. In this case, the patient’s data would not be available for future enrollments.

Step 3: Physician Information

Select a physician from the drop-down menu of physicians affiliated with your clinic. The physician’s information and clinic details will autofill into the appropriate form fields.

Note: While clinic information is automatically populated into the appropriate form fields, you may override the information for this specific enrollment. To make permanent changes to the clinic’s information, please ask your clinic administrator.

If the required physician has not yet registered for iENROLL, click on “+ Add physician”.

Complete the form and click on “Invite”. An email will be sent to that physician, inviting them to register for iENROLL. Once you have invited the physician, you may immediately select them for this enrollment.

Step 4: Diagnosis and Prescription

Complete the Diagnosis and Prescription step by filling in the information as requested on the enrollment form.

  • Some programs specify required fields that will be highlighted in iENROLL with this symbol † (orange-coloured dagger). Please ensure these fields are filled in to prevent delays in processing the enrollment

Note: If you wish to include any notes, add them in the “Prescription Notes” box at the bottom of the page. Anything written in the Prescription Notes box will appear as an addendum to the enrollment form. For more information about addendums, see the “Form Review and Submission” section of this guide.

Step 5: Physician Consent

In the physician consent section, the prescribing physician must provide a signature and date signature.

  • To provide a signature, physicians can sign directly on screen or click “Upload Signature” (1). Physicians can also use the “Use Signature from My Profile” button to insert their previously saved signature
  • To replace the signature with text (for example, to add a note to the signature field), click on the “Text” button (2) and enter the note using your keyboard
  • iENROLL automatically populates the signature date to the current date. To override the date, click in the date field (3) to reveal the calendar and select the correct day and month

Step 6: Patient Consent

Most forms require either written or verbal consent from the patient.

Please complete this section carefully, as the information on screen may can vary from form to form and is critical to ensuring a successful enrollment.

Step 7: Form Review and Submission

This final step is divided into 3 parts.

Part 1: Review Flags and Signatures

Here you can check whether any fields have been flagged for follow-up, and whether any required signatures or consents are missing.

  1. If you flagged any fields during the enrollment process, they will appear highlighted in yellow
    To navigate to a flagged field:
    • Click “Review Flagged Fields”
    • Click the yellow flag(s) in the Enrollment Steps panel
  2. If any signatures are missing, they will be marked with an orange exclamation mark. Return to the associated step to complete the required signature.
  3. Program-required fields that have not been filled in will be identified. Click the name of the step to return and fill in the missing information.

If no information is flagged or missing, all sections will appear with a green check mark and no program required fields will be listed as incomplete.

Part 2: Add Notes and Additional Documents

Here you can add any documents or information required for the enrollment, such as insurance forms, lab results, or prescription notes.

  • To add documents, click or drag and drop them into the “Review and Upload” section on the right side of the screen
  • You can also drag the uploaded documents to change the order in which they appear

If you have any special or comments that you would like to include along with the enrollment form for the Patient Support Program, enter them in the “Submission Notes” section and click “Save”. The note will appear as an addendum on the left side of the screen under “Review and Upload”.

Note: If you added any prescription notes in the Diagnosis and Prescription step, they will also appear here.

Before submitting the enrollment, you can preview the completed form for a final review. There are two ways to do this:

  1. Click “Preview Entire Form” at the bottom of this section.
  2. Click directly on the form preview on the left side of the screen.

This will generate a PDF preview of the form, including all signatures.

When previewing documents, use the arrow buttons ① to navigate between pages. Click the ‘X’ button ② to close the preview

Part 3: Submit Enrollment

You can now submit the form. There are three ways to do this:

  1. E-Fax:
    • Click “E-Fax” and select the program fax number displayed on screen. Your available options will depend on the PSP you are submitting the form to – most commonly, submissions are sent by efax and/or by email. If both methods are available, you may select either or both options. However, please note that the provider will receive two separate submissions of the enrollment (one by each method selected). 
    • Click “Submit Completed Form” to send the form.
  2. Email
    • Blah blah
  3. Manual Submission

    • Step 1: Click “Download / Print Enrollment” to save or print a PDF version of the Enrollment form.

    • Step 2: Manually send the downloaded or printed enrollment form to the PSP provider using the fax number and/or email address displayed on screen. You can copy this contact information to your clipboard by clicking the copy icon next to it.

    • Step 3: After manually faxing or emailing the form, click “Mark Enrollment as Submitted”. iENROLL will update the submission in the system and notify all relevant parties of its status.