September 22nd to 28th, 2025

What's changed

New features

Dispensing

  • When an order is in PV1 status, warnings now appear under certain conditions to alert the user when a patient will be notified.

  • Improved functionality for accessing the patient's primary phone number and email address for communication preferences.

Compounding

  • Began work on adding support to sync chemical inventory between the app and NetSuite.

  • Implemented an alert system on Formula Logs if a user navigates away from the window while there are unsaved changes.

Improvements

General

  • Fixed how session data is stored so navigating away from the Pharmacy Settings will automatically redirect back to the previous dashboard, Dispensing or Compounding.

  • Refactored to use Spatie's query builder to better handle dynamic filtering in the app, starting with the Prescribers module.

  • Refactored how dispensable medication is stored in the database to improve queries and pricing logic.

Dispensing

  • Continued improvements to the TalkRx integration for outgoing calls, including changes to support ongoing feature testing.

  • Changed how data and table exports are handled using Laravel Excel.

  • Adjustments to the generated prescription document layout, as well as improved handling and logging for orders with no items.

  • Improved the Ready for Shipping status on order queues and added additional updates to standardize how addresses are displayed.

  • Continued work to fix issues with importing pharmacy data, including the addition of new fields and attributes to better match the spreadsheet data.

  • Added a URL component for notifications, allowing notifications to be stored separately and improving links to relevant fills where the problem appears.

  • Enhanced sorting options for the Patient Allergies and Medications tables.

  • Refactored how changes are stored on fills to streamline automatic updates.

Compounding

  • Added improvements to device management for future integration into the Add New Formula page when entering a new formula into the app.

  • Adjusted how barcodes are generated for Chemicals and Devices, and improved the layout for label preview and printing.

  • Improved how data related to formula lots, such as ingredients and documents, is retrieved.

  • Incorporated a new View action item when viewing formula log entries.

  • Added support to sort Formula Inventory (Lots), including sorting by “Date Made.”

  • Improvements to generating test data on Formula Lots to assist with testing.

Fixes

Dispensing

  • Fixed an error on the PV1 rejection process where not all users from the pharmacy were displayed under the Assign To field.

  • Removed the Location column from the Prescriber profile and related tables.

  • Added functionality to better track all relevant fields when merging patients, allowing for improved patient-related data retrieval and retention.

  • Fixed an issue on Prescriber profiles to better retrieve primary clinic address information and ensure consistency across the Prescriber record.

  • Fixed an error causing test payments to fail when updating the cost on orders in Pending Payment.

Compounding

  • Fixed an error that created formula chemical records unnecessarily, improving how subformula records are stored.

  • Refactored front-end navigation to fix an error appearing when using the “Go to Dashboard” button.

  • Changed the search input for Chemical Identifiers for more clarity.

Open items

  1. Company Settings for Text-to-Pay

Summary: We reviewed payment and A/R requirements for B2B partnerships, but the meeting didn’t record the LifeFile interface that she showed us. Would it be possible to send screenshots of the LifeFile payment screen, where companies can send payment for one or more invoices?

URL: https://app.clickup.com/t/868fmmbbv

Note: The only thing remaining here is to get screenshots of the company payment interface, as our screen recording failed from the requirements meeting.


  1. PK: Demonstrate scale log feature

Summary: Request for a demonstration of the scale log feature once the hardware can be connected to the workstation.

URL: https://app.clickup.com/t/868dfph8j

Note: We need to schedule an on-site work session with Adam Crane in the Programodo office the week of Sept. 29.


  1. EPCS Options: User Privileges

Summary: Screenshot request for the EPCS Options: User Privileges page in PK / Life File.

URL: https://app.clickup.com/t/868e9ey93

Note: I believe that Jeanhie and Ben are working on specs for all EPCS-related requirements.


  1. Discuss Lumistry Fax Account Configuration

Summary: We need to determine the approach to handling Lumistry/Vow e-fax account configuration, to determine whether each pharmacy will have their own account or if that will be handled at the corporate level.

URL: -


  1. Refill Feature Spec and Requirements

Summary: Jeanhie and Ben to deliver detailed specs for refills and refill reminders.

URL: -


  1. Dispensing Requirements

Summary: Scott, Adam and Jeanhie working to compile requirements for dispensing, including prescription/fill labels.

URL: -


  1. 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.

URL: -


  1. Email Notifications

Summary: We need to determine what is needed as far as email notifications (for 2025 boulder, for launch, and beyond).

URL: -


  1. Compound Logs Without a Device

Summary: Confirm whether there are scenarios where a Formula could be compounded without a Device:

URL: https://app.clickup.com/t/868fnfv65