Overview
Weekly and monthly starting point: volume, payer mix, and trends to choose the next investigation.
Protected upload workflow
Reports are parsed locally. An allowlisted analytical projection, designed to exclude direct patient and prescriber identifiers, is sent to the protected service. Pharmacy-identity hashes are included when available.
Invite-only accessMetered usageNo raw report storage
Supports one or more CSV, XLS, XLSX, TXT, and TSV dispensing reports. Large reports are processed in the background so the page stays responsive; for the fastest results, use CSV or split by month.
Optionally add Kinray, Cardinal, McKesson, ABC/Cencora, or Smith reports for purchase and reimbursement comparisons.
Choose at least one dispensing report. Wholesaler reports are optional.
Run reports only for the pharmacy licensed to this account.
All reports you upload should belong to your licensed pharmacy location. Runs are recorded against your organization; using another pharmacy's reports is not permitted and may result in account suspension.
Every report included
10modules
10 reporting modules in one workspace
Every run returns all ten modules below — no tiers, no add-ons. Each opens as its own tab after the protected calculation.
Insurance & BIN
Groups activity by insurance name, BIN, and mapped PBM group with ranking and share of activity.
Patient 360
Locally available dispensing detail by patient: insurance mix, medication history, and totals.
Medication 360
NDC, payer, and purchase context for a selected product, with patient and NDC breakdowns.
Wholesaler Reconciliation
Dispensing versus purchasing by NDC, per-PBM and per-wholesaler, with package and unit differences.
Controlled Substance Inventory
Schedule II–V worklists that prioritize purchasing-versus-dispensing follow-up.
Pickup / Delivery Audit
Documentation signal queue for pickup and delivery records that need review.
Reimbursement
Estimated payment and cost review to identify claims for payment or cost follow-up.
NDC Match Audit
Patient-level exact-NDC exception list: exact, alternate, absent, and missing billed NDCs.
Monthly Ordering
Purchase and payment comparison by period for purchasing and cash-flow discussion.