To help practices manage a high volume of refill requests more efficiently, a new option is available to bulk approve or deny non-EPCS refill requests directly from the EHR.

Once the global setting Enable Bulk Approve and Deny for Rx Refills is enabled, users can select multiple non-EPCS pharmacy and patient portal refill requests from the Review page or related widgets and process them in bulk using Approve or Deny actions.

Bulk processing is not available for EPCS medications. As a result, checkbox selection for EPCS refill requests is disabled to ensure compliance.

Bulk Approve

When refill requests are selected and Approve is clicked, the system approves the requests, sends the refill prescriptions to the pharmacy, and refreshes the grid to display remaining pending refill requests. Patients are also automatically notified via text message when their refill request is approved.

Bulk Deny

When refill requests are selected and Deny is clicked, a Bulk Deny window opens, allowing users to choose a denial reason. Once completed, the requests are denied and the grid refreshes to show the updated list and count of pending refill requests. For portal refill request denials, patients are notified via a portal email notification.When refill requests are selected and ‘Deny’ is clicked, it initiates the denial action. The Bulk Deny pop up appears for users to select a denial reason. Then the Denial action gets completed and grid lists the pending refill requests with the updated count. For portal refill request denials, we send portal notification email. 

Show Processing

When Bulk Approve or Bulk Deny is performed with Show Processing enabled, users can visually track the processing status of the selected refill requests. While processing is in progress, selection checkboxes for those records are disabled.

Users can click the Refresh icon next to the Show Processing label to update the grid and confirm when processing is complete.