Roadmap

Areas we’re actively shaping.

• Deeper claim workflow filters

  Filter the claims view by rejection category, payer, age, and assigned owner so the team can clear groups of similar rejections together.

• Stronger audit views

  More readable audit timelines on issues, claims, and PA cases — including filterable event types and clearer actor attribution.

Planned areas we expect to look at next.

• Team assignment rules

  Lightweight rules to default owners by blocker type, location, or shift — without taking judgment away from the pharmacist on duty.

• Inventory demand views

  A simple demand view that pairs known patients on a product with current on-hand and back-order signals.

• Additional message templates

  More starting points for patient updates and prescriber messages — always editable, always reviewed before sending.

Under consideration, based on pharmacy workflow needs.

• Import review tools

  A guided import flow with mapping confirmation and sample-row preview, following the rules in the import planning guide.

• Reporting improvements

  Practical operational reporting — average time to resolve a blocker type, PA follow-up cadence, patient update touch counts.