Epic Implementation Tracker
The Implementation Tracker is a step‑by‑step guide for completing your Surescripts upgrade in Epic. It organizes required activities into four clear milestones, with links and guidance to help your team stay on track through go‑live.
Completing all four steps aligns your Epic environment with updated NCPDP and federal standards - supporting faster, safer, and compliant workflows.
Upgrades are required by January 1, 2027, for Real-Time Prescription Benefit and Formulary, and by January 2028 for other products.
This documentation should be used alongside the Epic checklist.
Understanding the NCPDP Upgrade
Which Products Are Impacted?
- E-Prescribing NCPDP SCRIPT v2023
- Medication History NCPDP SCRIPT v2023
- Electronic Prior Authorization NCPDP SCRIPT v2023
- Formulary NCPDP Formulary and Benefit v60
- Real-Time Prescription Benefit NCPDP RTPB v13
What to Expect
Your upgrade journey consists of four key steps:
- Project readiness
- Epic build and testing
- Product configuration
- Go-Live
Each step includes specific tasks and checkpoints to ensure success.
Key Resources
Documentation
Milestones
The upgrade is completed by meeting required steps for onboarding, testing, and production deployment.
Upgrade Companion Guides
Use the upgrade companion guides to plan, implement, and complete the upgrade.
These can also be accessed via Workbench.
Workbench Tools
Access Workbench (Staging)
Workbench is a web‑based platform where you test, certify, and manage your Surescripts integrations across staging and production.
Certification Tester
This is the self-driving Certification Tester built by Surescripts to support NCPDP standards upgrades.
Message Tester
Test your upgrade messages in real time. From the Workbench (Staging) homepage, go to Testing → Message Tester.
Directory Manager
Directory Manager allows you to manage your organization’s data within the Surescripts Staging Directory, including prescribers, pharmacies, locations, service-levels and other pertinent information.
Message Search
Use Message Search to troubleshoot and review transactions for your upgrade product(s).
My Accounts and Portals
View your Surescripts connectivity and account details.
Support and Standards Information
Surescripts Customer Support is your direct path to expert help when issues arise.