October 13th to 19th, 2025

What's changed

Week of October 13th to 19th, 2025

Began integrating Statamic to incorporate dynamic tooltips into the app.
Integrated WorkOS to improve user access and security. This also included a new and custom "Forgot Password" email for account management.

Created a New Refill interface in the Dispensing process, allowing you to select a refill from the patient's existing prescriptions.

Created a Communications tab in the patient record to view and manage patient-related communications, such as outgoing phone calls, emails, and SMS notifications.
Introduced an Outgoing SMS view, similar to Outgoing Calls, to help track, search, and manage outgoing patient communication via SMS.
Developed a new Transactions interface for Pharmacies, including the overall layout, transaction search and list view, and navigational items.

Added the ability to sync Unit Types for formulas linked to chemicals and vice versa, ensuring consistency in inventory tracking.
Added scaling for formula lots, so that when a user enters the quantity to make, the related ingredients and devices are scaled appropriately.

Revised the NetSuite-related code and added documentation regarding the logic and set up for the integration.
Introduced an optional store email field for Pharmacies in both the Dispensing and Compounding sides of the app, visible on the pharmacy record.
Switched to MapBox to improve address autocompletion in related fields.

Adjusted the sidebar navigation so Users is now listed under Settings.
Added a check to the Pharmacist user role, restricting PV1 and PV2 checklists to pharmacists only. Also revised the Pharmacist and Technician permissions groups to better separate roles and view access within the app.
Altered Prescriber profile data to ensure prescribers can only be connected to one company.
Revised placeholder texts and labels across Dispensing for clarity and consistency for items like Unit Type and Shipping Profiles. Additionally, improved consistency in the Pricing Rules interface with both the Clear option and optional fields.
Added improved data for base price medication rules to test the feature's functionality.
Improved the barcode scanning feature for use in multiple areas of the app, in addition to adding protection from accidental keystrokes affecting other on-screen elements during the scan process.
Added the ability to search for prescribers by ID in the Advanced Search fields.
Added validation to check for duplicate shipping addresses in a patient record.
Adjusted pricing rules to reflect Unit Type rather than Package Unit for clarity and consistency.
Removed all deprecated or unused code related to the previous product pricing model to ensure consistency with new functionality.
Improved payment handling by checking existing profiles for updates and adding an optional note field.

Added support for Formula Instructions options, which may be managed via Pharmacy Settings.
Adjusted formula lots test data for Time to Make and Package Costs for both devices and chemicals to ensure the fields are filled.
Added a check to ensure that chemicals and devices cannot be deleted if they are connected to a formula.
Revised field labels on the Chemical Inventory form for clarity.
Improved validation and added warnings for Balance % Off, which now requires a number between .01 and 10.
Changed Devices to an optional input field when editing or adding a formula.

Adjusted address autocompletion using MapBox to better reflect city and state data when entered into the related fields.

Fixed an issue preventing users from being sorted by name.
Moved the Orders overview from Compounding to Dispensing to display a list of incoming orders.

Fixed the missing actions menu on the Formulas landing page.
Fixed an error that caused a failure when saving a Formula Lot by adding a default value for the Amount Made.
Fixed an error causing an issue with navigation when viewing Chemical and Device Purchases from a Wholesaler record by opening detailed information in a new tab.
Revised the error messaging for incorrect UPC identifiers.
Revised code to reflect updated improvements to how sub-formulas data is stored and accessed.

EPCS Options: User Privileges
Summary: Screenshot request for the EPCS Options: User Privileges page in PK / Life File. Note: I believe that Jeanhie and Ben are working on specs for all EPCS-related requirements.
Reporting Requirements Follow-Up Discussion
Summary: Now that we’ve done a little recon into AG Grid’s ability to export data, we need a follow-up discussion to nail down specific requirements.
PV2 Default Checklist Items
Summary: Similar to PV1, we'd like to generate a default list of items to use for the PV2 checklist development.
Role-Based Application Permissions
Summary: Follow-up on the shared user-permissions matrix. Note: Suggested to follow-up in an upcoming requirements call.
Over-the-Counter Pricing and Transactions
Summary: Now that the pricing rules functionality is in place, let's explore how to handle pricing and transactions for over-the-counter medications. As an example, how to handle orders with both fills and OTC medication.
Integrations Follow-up tasks
Summary: Follow-up on any pending needs for integrations, including the Lumistry API key and contract finalization for Twilio and ShipStation.
Company Settings for Text-to-Pay
Summary: Follow-up on how to handle text-to-pay for companies and typical methods of communication available for these types of purchases, such as company email or fax vs. cell phone.