Reports

44 reports across compliance, patient care, operations, financials and partners

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44 of 44

Traceability & Compliance

7 reports

Commercial Lot Recall

Patients dispensed a recalled manufacturer (NDC) lot.

On demand CSV

Compound Lot Recall – Patients

Patients who received units from a recalled compounded lot.

On demand CSV

Compound Lot Recall – Prescribers

Prescribers whose patients received a recalled compounded lot.

On demand CSV

PDMP / PMP Submission

Popular

Controlled-substance dispenses formatted for state PDMP upload.

Daily CSV

Controlled Substance Dispense Log

Schedule II–V dispense ledger with patient and prescriber.

Monthly PDF

Audit Trail Export

User actions and record changes across the period.

On demand CSV

USP <795>/<800> Compliance Summary

Sterile/hazardous compounding controls and SOP attestation.

Quarterly PDF

Patient Care & Adherence

10 reports

Active Patients

All patients with at least one active prescription.

Weekly XLSX

Autoship – Active Patients

Patients enrolled in autoship with next ship date.

Weekly CSV

Autoship Refill Auth Required

Autoship fills blocked pending refill authorization.

Daily CSV

Dropped Patients

Patients with no fill activity in the trailing window.

Monthly XLSX

New Patients

Patients onboarded during the reporting period.

Weekly CSV

Outbound SMS History

Two-way messages sent, by template and outcome.

On demand CSV

Patients Running Out of Meds

Active Rx projected to lapse before the next fill.

Daily CSV

Patients That Did Not Fill

Prescriptions sent but never picked up or shipped.

Weekly CSV

Replacement Dispense

Re-dispenses issued for damaged or lost shipments.

Monthly PDF

Adherence (PDC) Summary

Proportion of days covered by therapy class.

Monthly XLSX

Fulfillment & Operations

13 reports

Comprehensive Pharmacy Activity

All fill, refill and dispense activity for the period.

Daily XLSX

Dispense by Date

Dispenses grouped by calendar date.

Daily CSV

Drugs Coming Due

Popular

Active Rx with a refill due inside the look-ahead window.

Daily CSV

End of Day Fill Report

Day-close summary of fills by stage and staff.

Daily PDF

Fill Report

Popular

Every fill with stage, origin and quantity.

On demand XLSX

Fill Report with Handoff

Fills with their handoff method and carrier service.

On demand XLSX

Fill Report with Payer

Fills annotated with payer and price plan.

On demand XLSX

Inventory Log Transactions

Raw-ingredient receipts, usage and on-hand vs threshold.

Weekly CSV

Expiring Product Lots

Compounded lots approaching beyond-use date.

Weekly CSV

Prior Authorization Expirations

PAs expiring soon that need renewal.

Weekly CSV

Product Volume

Dispense volume by product; compounds flagged.

Monthly XLSX

Shipping Labels

Batch carrier labels for the day's outbound shipments.

Daily PDF

Task List by Date

Open operational tasks grouped by due date.

Daily CSV

Financials & Billing

7 reports

Invoice List

Popular

Open invoices with balance, party and aging.

Weekly XLSX

Invoice List – Itemized

Invoice lines down to the individual fill/item.

Weekly XLSX

Invoice List By Payer

Invoices grouped and totaled by payer.

Monthly XLSX

Payment Transactions – Patient

Patient payments captured in the period.

Monthly CSV

Payment Transactions – Organization

Organization/clinic payments and settlements.

Monthly CSV

Price Plan Utilization

Revenue and fills by price plan and discount.

Monthly XLSX

Accounts Receivable Aging

Outstanding balances bucketed 0/30/60/90+ days.

Monthly XLSX

Prescriber & Partner Relations

7 reports

Clinic List

Partner clinics with patient counts and activity.

On demand CSV

New Prescribers

Prescribers added during the reporting period.

Monthly CSV

Organization List

All partner organizations with contacts and terms.

On demand CSV

Prescriber List

Full prescriber roster with specialties.

On demand CSV

Prescriber State License List

License numbers and expirations by state.

Quarterly XLSX

Prescriber Volume

Popular

Prescriber ranking by fills written.

Monthly XLSX

Provider Portal Volume

Orders and Rx submitted through the provider portal.

Monthly XLSX