February 3, 2026

January 27, 2026 - February 2, 2026

· Last Updated February 4, 2026

Beta indicates recent changes that may evolve based on usage and feedback.

What's Changed

Apply pricing rules to multiple types at once

Save time when setting up pricing. Pricing rules can now apply to multiple types in a single rule, so you don't have to create separate rules for each one.


Reorder formula ingredients with drag-and-drop

Control how your formulas display. Ingredients and devices on a formula can now be reordered by dragging them into the position you want.


Only verified medications appear when prescribing

Prevent unverified formulas from being selected. When creating a prescription, only pharmacist-verified medications now appear in search results.

New Features

Dispensing

Prescription Verification (Beta)

Prescriptions with a future effective date now display a warning badge during PV1 and PV2 verification, helping pharmacists catch date issues before completing the order.

PR #2806 · ClickUp

Orders & Permissions (Beta)

Only authorized users can now cancel orders, and the Cancel button only appears when you have permission to use it.

PR #2666 · ClickUp

Pricing Rules

Pricing rules can now apply to multiple types at once, so you don't have to create separate rules for each one.

PR #2632 · ClickUp

Compounding

Formulas

You can now reorder formula ingredients and devices using drag-and-drop, giving you control over how they display.

PR #2771 · ClickUp

You can now create a chemical directly from the Create Formula page.

PR #2772 · ClickUp

Improvements

Dispensing

Prescription Editing

Editing a prescription no longer requires a pharmacist override when the order is still in the Incoming Orders queue, in PV1, or has been rejected. Overrides are now only required after an order has progressed past PV1.

PR #2815 · ClickUp

Search & Filtering (Beta)

Search fields throughout the app now default to showing only active records, reducing clutter from deactivated items. Search results also refresh automatically when you return to the app after switching tabs.

PR #2811 · ClickUp

Prescription Rejections

The "Assigned To" field is now optional when rejecting a prescription during PV1, providing more flexibility in the rejection workflow.

PR #2807 · ClickUp

Prescribers (Beta)

"Deactivate" and "Reactivate" have been renamed to "Archive" and "Restore" for prescribers, avoiding confusion with other uses of "Active" in the compounding space.

PR #2764 · ClickUp

Order Locking & Collaboration (Beta)

Administrators and pharmacists can now take over locked orders when needed. You'll see a clear indicator when an order is locked by someone else, and admins can override existing locks.

PR #2726 · ClickUp

Linked Orders (Beta)

When linking new orders, already-linked orders no longer appear in search results, preventing accidental duplicates.

PR #2790 · ClickUp

Payments

Payment method details now appear correctly, whether or not a signature was captured.

PR #2719 · ClickUp

Orders & Filtering

Date filters for "created from" and "created to" now return more accurate order search results.

PR #2718 · ClickUp

Order Shipping

You can now update an order's shipping address after payment has been taken.

PR #2714 · ClickUp

Prescribers

The prescriber company page is now simpler, with form sections hidden until you need them, giving you a cleaner interface.

PR #2707 · ClickUp

Email Notifications (Beta)

"Ready for payment" emails are no longer sent unnecessarily, reducing duplicate notifications.

PR #2669 · ClickUp

Compounding

Validation & Messaging (Beta)

Error messages for missing verification documents are now clearer and more specific, including when a Certificate of Analysis is required.

PR #2732 · ClickUp

General

Navigation

The pharmacy selector menu now displays pharmacies in a consistent order, preventing the list from unexpectedly rearranging between visits.

PR #2745 · ClickUp

Error Messaging & Usability

Validation and error messages now use clearer product names, making issues easier to understand and fix.

PR #2702 · ClickUp

Fixes

Dispensing

Shipping Labels

Shipping labels now create successfully for all shipping services. Previously, some labels would fail with a "carrier not found" error depending on how the shipping service was configured.

PR #2819 · ClickUp

Prescription Rejections (Beta)

Prescriptions that have been edited after rejection now correctly clear their rejected status and no longer appear as a missing intake requirement.

PR #2817 · ClickUp

Override Messages

Pharmacist override dialogs now display messages specific to the action being performed, such as deleting a prescription, editing a formula log, or merging patients. Previously, some overrides showed incorrect or generic messaging.

PR #2810 · ClickUp

Patient Records

Email is now a required field when creating or editing a patient. This prevents issues during payment capture where a missing email could block the transaction.

PR #2809 · ClickUp

Pickup & Delivery

The Complete Pickup page now shows shipping prices correctly when no shipping is selected, and prescriber names appear reliably.

PR #2683 · ClickUp

The "Doctor Name" column in pickup and shipping views has been renamed to "Prescriber Name" for consistency across the app.

PR #2747 · ClickUp

The Complete Pickup page now shows actual Fill IDs and formula details instead of placeholder text.

PR #2704 · ClickUp

Prescriptions

Only pharmacist-verified medications now appear when creating a prescription, preventing unverified formulas from being selected.

PR #2759 · ClickUp

Order Verification

Adjusted the Order Summary layout in the PV2 queue for a better fit.

PR #2750 · ClickUp

Discount Search

Fixed discount search filtering to return more accurate results.

PR #2748 · ClickUp

Orders & Billing (Beta)

The view-only warning on locked orders now only appears when you're the user who locked the order, reducing unnecessary alerts when viewing orders locked by others.

PR #2744 · ClickUp

Fill Information

Fill Information now displays all prescriber and first fill details correctly. Previously, some fields appeared empty even when the data existed in the order.

PR #2705 · ClickUp

Company & Billing Addresses

The primary company address now populates correctly during payment, so billing details are accurate on the order.

PR #2703 · ClickUp

Compounding

Exports

The fill type column now displays correctly in Fills Export results.

PR #2749 · ClickUp

Exporting fill data no longer fails when some values are missing.

PR #2729 · ClickUp

Other Changes

General

PDF Documents

Improved the underlying system for generating invoice, estimate, and monthly statement PDFs.

PR #2768

PR #2767

PR #2761 · ClickUp

Known Issues

Dispensing

Shipping Profile

After saving a shipping profile in the Delivery Information section under the Payment tab, navigating to another tab and returning may cause the shipping profile field to appear empty, even though the value appears to have been saved.

ClickUp

Prescription Document Upload

When adding pages to a prescription in the Rx Information tab, the upload may fail after repeatedly adding and deleting pages. As a workaround, refresh the page before attempting to add another document.

ClickUp

PV2 Verification

When an order has multiple prescriptions and one goes through compounding while another is filled from inventory, verifying the compounded prescription at PV2 may fail with a server error. The fill may incorrectly show as "Compounding Needed" in the PV2 queue.

ClickUp