Reports
44 reports across compliance, patient care, operations, financials and partners
Traceability & Compliance
7 reports
Commercial Lot Recall
Patients dispensed a recalled manufacturer (NDC) lot.
Compound Lot Recall – Patients
Patients who received units from a recalled compounded lot.
Compound Lot Recall – Prescribers
Prescribers whose patients received a recalled compounded lot.
PDMP / PMP Submission
PopularControlled-substance dispenses formatted for state PDMP upload.
Controlled Substance Dispense Log
Schedule II–V dispense ledger with patient and prescriber.
Audit Trail Export
User actions and record changes across the period.
USP <795>/<800> Compliance Summary
Sterile/hazardous compounding controls and SOP attestation.
Patient Care & Adherence
10 reports
Active Patients
All patients with at least one active prescription.
Autoship – Active Patients
Patients enrolled in autoship with next ship date.
Autoship Refill Auth Required
Autoship fills blocked pending refill authorization.
Dropped Patients
Patients with no fill activity in the trailing window.
New Patients
Patients onboarded during the reporting period.
Outbound SMS History
Two-way messages sent, by template and outcome.
Patients Running Out of Meds
Active Rx projected to lapse before the next fill.
Patients That Did Not Fill
Prescriptions sent but never picked up or shipped.
Replacement Dispense
Re-dispenses issued for damaged or lost shipments.
Adherence (PDC) Summary
Proportion of days covered by therapy class.
Fulfillment & Operations
13 reports
Comprehensive Pharmacy Activity
All fill, refill and dispense activity for the period.
Dispense by Date
Dispenses grouped by calendar date.
Drugs Coming Due
PopularActive Rx with a refill due inside the look-ahead window.
End of Day Fill Report
Day-close summary of fills by stage and staff.
Fill Report
PopularEvery fill with stage, origin and quantity.
Fill Report with Handoff
Fills with their handoff method and carrier service.
Fill Report with Payer
Fills annotated with payer and price plan.
Inventory Log Transactions
Raw-ingredient receipts, usage and on-hand vs threshold.
Expiring Product Lots
Compounded lots approaching beyond-use date.
Prior Authorization Expirations
PAs expiring soon that need renewal.
Product Volume
Dispense volume by product; compounds flagged.
Shipping Labels
Batch carrier labels for the day's outbound shipments.
Task List by Date
Open operational tasks grouped by due date.
Financials & Billing
7 reports
Invoice List
PopularOpen invoices with balance, party and aging.
Invoice List – Itemized
Invoice lines down to the individual fill/item.
Invoice List By Payer
Invoices grouped and totaled by payer.
Payment Transactions – Patient
Patient payments captured in the period.
Payment Transactions – Organization
Organization/clinic payments and settlements.
Price Plan Utilization
Revenue and fills by price plan and discount.
Accounts Receivable Aging
Outstanding balances bucketed 0/30/60/90+ days.
Prescriber & Partner Relations
7 reports
Clinic List
Partner clinics with patient counts and activity.
New Prescribers
Prescribers added during the reporting period.
Organization List
All partner organizations with contacts and terms.
Prescriber List
Full prescriber roster with specialties.
Prescriber State License List
License numbers and expirations by state.
Prescriber Volume
PopularPrescriber ranking by fills written.
Provider Portal Volume
Orders and Rx submitted through the provider portal.