November 11th to December 10th, 2025

DRAFT - As of 10:30a 10-Dec-2025 EST

Due to some large feature pushes, some significant refactoring, and longer span between Staging Environment deployments, this update focus on large themes of changes rather than the traditional task level detail.

Payments

Significant refactor to the payments code to support new features and User Experience.

• Added support for Partial Payments

• Improve the order of the checkout flow

Queues

Refactored and enhanced several of the queues in the system, PV1, PV2, and Order Queues

• Cleaned up controls around what data should be editable depending on status

• Refactored the columns of the Order Queues

Orders

• Added ability to cancel orders

• Added ability to create new orders based on completed orders

• Added visual indicator when an Order is locked by another user

• Enabled the creation of Draft Orders and save them when all of the required information is not yet available

• Enhanced the View Orders screen for better visibility of details regardless of Order Status

Shipping

Added several new shipping features

• Added ability to create shipments

• Implemented ability to print shipping labels

• Improved address validation and integrated with ShipEngine

• Added support for special instructions, e.g., refrigeration

Scanning

Improved scanning workflow and added support for scanner hardware

• User experience workflow improvements to scan and move on to next item efficiently

Pricing

• Added pricing rules and discounts

Compounding

• Enhanced Make Log functionality

NetSuite

Began a concerted effort to integrate the NetSuite integrations

• Added ability to configure pharmacies as Subsidiaries and Locations

• Implemented synchronization of vendors from NetSuite

• Added posting of Chemicals and Devices to NetSuite under the correct Subsidiary

Additional Enhancements

• Enabled Pharmacist Override while editing a prescription, manually adjusting inventory, and merging patients

• Added support for Over-the-counter (OTC) Products

• Enabled Periodic Automatic Replenishment (PAR) level tracking

• Added the ability to create User abbreviations for Prescription Labels

• Began the work on Business-to-Business (B2B) transaction management, including the Accounts Receivable (AR) screens

• Improved WorkOS data integrity

Userback Tickets

• Payment at Pickup Checkbox Can Be Toggled in View Mode Without Saving https://app.clickup.com/t/868ggqjm6

• No Unsaved Data Warning When Switching Modules https://app.clickup.com/t/868gf3jza

• Incorrect Validation of Troche Base and Flavor Measurements https://app.clickup.com/t/868gf3gy4

• Address Fields Marked Invalid After Patient Creation https://app.clickup.com/t/868geyapa

• Automatically Adjust Beyond Use Date Based on Formula and Ingredient Expiration https://app.clickup.com/t/868gd23gt

• Clarification on Handling PHI Consistency Across Locations https://app.clickup.com/t/868gce6vt

• Allow Ingredients in Different Units, Match Final Unit Type https://app.clickup.com/t/868gb3h48

• Finalization Allowed Without BUD https://app.clickup.com/t/868gb3dbt

• An Incorrect formula populated when selecting the option create log entry from compounding needed screen.. https://app.clickup.com/t/868gaf25r

• unable to get past the payment screen with total balance at 0.00 - only able to select payment at pickup https://app.clickup.com/t/868gabm3q

• Pharmacist Field Should Autopopulate Based on Login Selection https://app.clickup.com/t/868g8nvtd

• Automatically Set Beyond Use Date Based on MFR Settings and Ingredient Expiry https://app.clickup.com/t/868g8nu5n

• Error Saving MFR Due to Unit Mismatch https://app.clickup.com/t/868g8nety

• Make Chemical Grade Optional When 'C of A Not Required' is Selected https://app.clickup.com/t/868g8kkyy

• Saved payment details not accessible on existing orders https://app.clickup.com/t/868g8gnz5

• Add Description Field for Consolidating Checklist Items https://app.clickup.com/t/868g754np

• Request for Visibility Requirement During Intake https://app.clickup.com/t/868g6h702

• Inventory Not Detected After Stock Creation in Compounding https://app.clickup.com/t/868g6b1mw

• Add Log Entry Creation to Current View https://app.clickup.com/t/868g6ayt2

• Allow Technicians to Fill Directly from Compounded Needed Queue https://app.clickup.com/t/868g6ax3v

• Request for 'Hide' Option Alongside Edit and Delete https://app.clickup.com/t/868g6auay

• Request to Open Compounding Module in New Tab https://app.clickup.com/t/868g598j7

• Request to Swap Order of Tabs for Better Workflow https://app.clickup.com/t/868g58z72

• Patient Address Not Defaulting to Profile When Selecting 'Same as Primary Residence' https://app.clickup.com/t/868g3tadn

• Enable Editing for Expected Qty Field https://app.clickup.com/t/868g3nx8z

• Ability to Save Drafted Prescription Information Without Losing Data https://app.clickup.com/t/868g2qq8f

• Suggested Layout for Managed Prescribed - Request for Requirements Call https://app.clickup.com/t/868g2kat4

• Request to Edit Field Populated with MILLIGRAM https://app.clickup.com/t/868g203jg

• Request to Hide Unavailable Section Until It's Ready https://app.clickup.com/t/868g1jbaz

• Automatically Populate State Based on City https://app.clickup.com/t/868g1j477

• Validation Error: Country Field Should Not Include Brackets https://app.clickup.com/t/868g84wm5

• Make card color distinct for required actions https://app.clickup.com/t/868g75dge

• Clarify Labeling of Fill vs Dispense to Reduce User Confusion https://app.clickup.com/t/868g1d68j

• Consider Adding Incoming Prescriptions Feature https://app.clickup.com/t/868g1d5y1

• Improve Order Management Flow for Better Usability https://app.clickup.com/t/868g077m3