Medication refill requests are one of the highest-volume administrative workflows within many medical practices. While some refill requests require direct provider review—such as controlled substances or higher-risk medications—many routine refill requests can safely follow standardized workflows. Without structured routing rules, staff often spend significant time manually reviewing and determining which requests can be handled by assistants versus those requiring provider intervention. 

To improve efficiency and streamline refill management, we’ve introduced Refill Request Sorting Rules, a configurable workflow enhancement that automatically categorizes and routes pharmacy refill requests based on medication drug groups and patient population criteria. This feature allows practices to establish standing-order style refill workflows by automatically determining whether refill requests should be marked for assistant handling or escalated for provider review. The result is reduced manual sorting, faster refill processing, and more focused provider attention on higher-acuity or controlled medication requests. This is set up by turning on a global setting  and setting up rules in the prescription area: Admin > Prescriptions > Refill Request Sorting Rules and In Admin>Prescriptions>Refill Request Sorting Rules

Feature Brief