Refillops Product Docs
Reference guides for CounterFlow workflows, data fields, team roles, email consent, and review boundaries.
- Workflow model
How prescription issues, claims, prior auths, patient updates, prescriber messages, inventory risks, tasks, notes, and audit events connect.
- Data fields
User-facing fields on a workflow issue — patient initials, Rx reference, blocker type, status, priority, owner, next action.
- Import planning guide
Documentation only — how to think about CSV import, accepted fields, and privacy-safe handling.
- Roles & permissions
Owner, Admin, Pharmacist, Technician, Billing, Viewer — and what each can actually do.
- Intelligence boundaries
What workflow intelligence does — and the clinical, coverage, and substitution decisions it never makes.
- Email & consent
Transactional vs. marketing email, newsletter opt-in, unsubscribe, signup and contact form consent.
Looking for how-to guides?
Help Center
Step-by-step counter guides
Triaging the queue, drafting patient updates, working a rejected claim.
Counter Notes
Workflow playbooks & patterns
Practical reading on rejected claims, PA follow-up, and refill queues.
Legal
Privacy policy
How Refillops handles patient information and account data.
Settings
Email preferences
Transactional vs. marketing email and how to manage opt-ins.