To help practices manage high volumes 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 on the 'Review' page or related widgets and process them in bulk using 'Approve' or 'Deny' actions.

Bulk processing is not available for EPCS medications. Therefore, the checkbox for EPCS refill requests is disabled to ensure compliance.

Bulk Approve

When refill requests are selected, and users click 'Approve,' 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 by text message when their refill request is approved.

Bulk Deny

When refill requests are selected, and users click 'Deny,' 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 the total number of pending refill requests. For portal refill request denials, patients are notified by a portal email. When refill requests are selected and ‘Deny’ is clicked, the denial action is initiated. The 'Bulk Deny' window appears, allowing users to select a denial reason. Then the Denial action completes, listing the pending refill requests with the updated count. For portal refill request denials, we send a 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, the selection checkboxes for those records are disabled.

When processing is complete, users can click the refresh icon next to the 'Show Processing' label to update the grid and confirm.