Documentation, handled. Patient care, focused.
Customizable, jurisdictionally-compliant documentation, with Clinical Assistant supporting auto-filled notes and care plans.
Every clinical service pharmacy delivers, templated.
Pre-built service templates for the encounters your pharmacy already runs, plus a drag-and-drop builder for everything else.
SOAP notes
Medication-focused subjective, objective, assessment, plan, with built-in code suggestion.
Vaccine workflows
VIS, lot and expiry capture, IIS reporting, VAERS, and 90471/90472 billing wired in.
Chronic care plans
20+ chronic conditions templated with goals and 99490/99491 billing.
MTM workflows
CMR and TMR with auto-generated MAP/PML and 99605–99607 billing codes.
Transitions of care
Discharge follow-up, medication reconciliation, 7–14 day cycles.
PrEP and PEP protocols
Eligibility, baseline labs, and the CDC 2025 protocol wired into the workflow.
Smoking cessation
Five-A intake, NRT and varenicline protocols, 99406/99407 billing.
Hormonal contraception
Risk screening, blood-pressure capture, and follow-up cadence.
Drag-and-drop builder
Build your own protocols for POC testing, anticoagulation, naloxone, and any service your state authorizes.
One screen. Everything to make the clinical decision.
No tab switching
Active medications with PDC, care-plan goals with status, and live encounter timing, all in one dashboard view.
Protocol-aligned workflows
Service templates built around the protocols pharmacy is paid to run (CCM, MTM, immunization, transitions of care), not retrofitted onto a generic EHR.
Charts that stay current
Bidirectional integration with PioneerRx, BestRx, McKesson, Liberty, and RxConnect pulls demographics, allergies, and dispensing history in real time.
Documentation eats clinical time. An AI Scribe gives it back.
Pharmacists end the day finishing notes from visits they wrapped hours ago. AI Clinical Assistant closes that loop: capturing the consultation, drafting the SOAP note, and pre-coding the encounter so the pharmacist reviews and signs in seconds, not after-hours.
“Documentation is the part of clinical pharmacy that runs into the parking lot. Our pharmacists are still finishing notes after close, and the encounters that matter most are the ones we never quite caught up on.”
What we hear from clinical pharmacy teams
AI Clinical Assistant
Pharmacy-tuned AI Scribe that captures the consultation, drafts the SOAP note, and pre-codes the encounter. Pharmacist reviews and signs in under 90 seconds. Available as an add-on on top of Assisted Documentation.
Learn more about AI Clinical Assistant →AI transcription in real time
Tap record. The scribe captures the consultation audio and transcribes in real time, tagging clinical entities like drugs, doses, and conditions as they come up.
Note populates itself
SOAP note fields populate automatically as the conversation flows. The pharmacist edits the draft, not the blank page. Documentation finishes during the visit.
Pre-coded for billing
Suggests the right CPT/HCPCS code based on encounter type, time, and conditions. Pharmacist reviews and signs, the note ships ready to bill.
See the chart your pharmacists will actually want to open.
A 20-minute walkthrough on a sample CCM patient and a real encounter. We'll load the chart, run the encounter live, and show you the SOAP note ready to bill at the end.
Book a demo →