Operations

Command Center Dashboard

Your pharmacy’s vital signs at a glance. Prescription volume, revenue, compliance status, alerts, and staffing — everything you need to start the day informed and end it in control.

Prescription Workflow Management

Track every prescription from intake to pickup. Kanban boards, will-call management, on-hold queues, and prior authorization tracking keep nothing falling through the cracks.

Inventory Management

Know what you have, what’s running low, and what’s expiring. Automated reorder alerts and usage analytics reduce stockouts and minimize waste.

Point of Sale

Integrated checkout for prescriptions and front-end retail. Payment processing, daily reconciliation, and complete transaction reporting in one place.

Daily Cash Reconciliation

End-of-day cash drawer counts, transaction summaries, and payment reconciliation. Close each shift with confidence and a clean audit trail.

Compliance & Regulatory

Controlled Substance Logs & DEA Export

DEA-compliant perpetual inventory with full transaction tracking. Receipts, dispenses, destructions, and physical counts — all documented and export-ready for inspections.

PMP Check Documentation

Record every Prescription Monitoring Program query with alerts for multiple prescribers, high MME totals, and concerning patterns.

Quality Assurance Checklists

Opening, dispensing safety, equipment verification, and closing checks. Time-stamped, signed, and audit-ready.

Temperature Monitoring

Real-time refrigerator and freezer monitoring with excursion alerts. Automated logs replace manual documentation and catch problems before inventory is compromised.

Incident Reporting

Medication errors, near misses, and patient complaints with NCC MERP severity classification, root cause analysis, and corrective action tracking.

HIPAA Incident Manager

Separate workflow for privacy and security incidents. Documentation, investigation tracking, and breach notification readiness in one secure record.

Audit Trail

Every action logged. Who did what, when, and from where. Full visibility for inspections, internal review, and security.

Compounding Platform — USP 795/797/800

Master Formulas Library

Build, version, and approve every compound formula in one place. Pharmacist approval is required before use — with full revision history.

Batch Records

Document every batch with ingredient lots, exact quantities, deviations, and Beyond-Use Date (BUD) assignment. Status tracked from preparation through release.

Quality Control & Release

Dedicated QC queue for pharmacist review. Visual inspection, weight, pH, and observations against expected appearance — release or quarantine with documented reasoning.

Ingredient Lot Tracking

Every chemical recorded with lot number, supplier, expiration, and Certificate of Analysis. Recall traceability shows every batch ever made from a given lot.

USP Compliance Logs

Cleaning, garbing, environmental monitoring, training, and deviation records with immutable timestamps. Built for USP 795/800 documentation requirements.

Equipment & Calibration

Track balances, pH meters, hoods, autoclaves, and refrigerators. Calibration alerts when overdue or due within 30 days, with full maintenance history.

Auto-Generated Labels

Patient labels auto-populate from the batch record. Auxiliary labels selected by category. Hazardous drug warnings appear automatically for HD preparations.

Clinical Services & Patient Care

Medication Synchronization (Med Sync)

Patient enrollment, anchor date management, monthly pickup coordination, and outreach for overdue patients. Improves PDC and lowers your DIR fee tier.

eCare Plans & Clinical Documentation

Document MTM CMRs and TMRs, immunizations, and clinical interventions in HL7/NCPDP PeCP format. CPESN submission-ready out of the box.

CPESN Network Intelligence

Browse 48 local networks, 100+ payer programs, EngageDM and EngageSync service portfolios, and regional outcome data — all in one place.

Vaccine Scheduler

Appointment booking, consent capture, screening completion, lot and manufacturer documentation, VFC funding tracking, and IIS-ready administration records.

Patient Engagement

Messaging, satisfaction surveys, NPS tracking, and complaint management. Adherence outreach and refill reminders — automated and consistent.

Patient Adherence Tracking

PDC scoring by drug class, at-risk patient identification, MTM opportunity flagging, and CMR scheduling. Tied directly to your CMS star rating impact.

Financial & Claims

Claims & Reimbursement Tracking

Claims status, rejections, and payments across every payer. Rejection analysis by code and payer — work them faster and stop leaving money on the table.

DIR Fee Tracking & Forecasting

Log every clawback notice, project quarterly exposure, and forecast risk by payer and location. Critical for pharmacies serving Medicare Part D populations.

Payer Analytics

Payer mix, reimbursement trends, margin by drug, and underwater claim identification. The visibility you need to renegotiate or walk away from bad contracts.

Workforce

Staff Scheduling

Build weekly schedules, manage coverage gaps, track hours, and pull from previous weeks. Visual drag-and-drop calendar with location assignments.

Credential Monitoring

License expirations, PTCB and ExCPT certifications, CPR/BLS, HIPAA training — all tracked with proactive 30/60/90-day expiration alerts.

Performance Metrics

Prescription volume, accuracy rates, counseling completion, and efficiency metrics by staff member. Identify training needs and recognize top performers.

Workforce Manager

Training logs, completion tracking, and labor cost analysis tied to performance data. Treat workforce like the asset it is.

Documents, Reports & Growth

Policy & Procedure Management

Centralized P&P library with version control, staff acknowledgment tracking, and expiration alerts. Required documents for state board inspections, all in one place.

130+ Report Templates

Operational, financial, compliance, clinical, and workforce reports ready to run. Configurable date ranges, PDF/Excel/CSV export, and scheduled delivery.

Custom Reporting

Build reports tailored to your specific operational, payer, or compliance needs. Save and share across your team.

Growth Studio

Service launch planning, campaign management, prescriber relationship tracking, and patient acquisition metrics. Run growth like a discipline, not a hope.

SMS Communications

Patient outreach via text for refill reminders, pickup notifications, and adherence messages. Configurable templates and consistent execution.