| Workflow Phase | Modules in Snapshot | Key Function & Technology |
|---|---|---|
| 1. Intake & Review | Provider, Rx Workflow, Clinical Workflow | Prescription receipt and initial clinical review. Integrated with EHR systems such as Rx30, Athenahealth, NextGen, and AdvancedMD to pull clinical data and ensure SOAP component documentation. |
| 2. Specialty & Drug Prep | Specialty, Drug | Manages specialty drug enrollment, inventory, and clinical data using an integrated Drugs Bank. Also performs Medication Reconciliation (MedRecon). |
| 3. Financial Clearance | Payors, Billing, Compliance | Prior Authorization (PA) management, Health Card validation, and secure external document exchange using SRFax (Email-to-Fax). |
| 4. Fulfillment & Logistics | Delivery, Hub, Manufacturer | Final-mile delivery tracking integrated with FedEx, UPS, USPS. Manages manufacturer-specific compliance and inventory requirements. |
| 5. Patient Communication | Campaign, Patient | Confirms prescription receipt and delivery using Twilio (SMS/IVR) for real-time alerts. |
| 6. Monitoring & Adherence | Containerized microservices | Facilitates Remote Patient Monitoring (RPM) by tracking patient outcomes and sending automated adherence reminders via Twilio Bot Calls. |
| Module in Snapshot | Core Enterprise Function | Value to Tenant (e.g., Citizen Pharmacy) |
|---|---|---|
| Reports, Business, Setup | Centralized analytics, system configuration, and business logic controls. | Provides actionable data via SQL Server queries; configuration managed securely via Azure Tenant Management. |
| Sales Reps, Partners, Referrals | Commercial relationship management, tracking inbound business, and partner performance. | Core CRM functionality to drive business growth and manage referral networks. |
| HR (Human Resources) | Internal staff management, training tracking, and compliance record-keeping. | Consolidates key back-office operations within the platform. |
A dedicated QA team was integrated into every sprint cycle, focusing on three key areas:
Security is a core design principle of PharmCRM. The platform is built on ASP.NET Core architecture, hosted on Azure Cloud, and backed by SQL Server, ensuring enterprise-grade reliability and data protection. Secure access controls, encrypted data handling, and compliance-focused architecture help safeguard sensitive patient, provider, and operational data.
Healthcare workflows often involve complex processes like managing prescriptions, coordinating with providers, handling prior authorizations, and ensuring seamless patient experiences. Salesforce, with its comprehensive tools
Drug discovery is a critical and intricate process that requires seamless collaboration, robust data management, and compliance with regulatory standards. With Salesforce Health Cloud and
Patient intake forms are the gateway to efficient healthcare operations. However, the traditional method of manual data entry can lead to delays, errors, and patient
Ujval Shah
