Pharma Distributors - Pharmacy Requests & Returns
Run every pharmacy request, return, and temperature incident in one governed workspace. Planfix captures the signal, routes it to the right team, and keeps the pharmacy and finance in sync.
Run every pharmacy request, return, and temperature incident in one governed workspace. Planfix captures the signal, routes it to the right team, and keeps the pharmacy and finance in sync.
Take any pharmacy signal from any channel and put it into a controlled flow. Classify, collect evidence, move goods, decide the financial outcome, and keep audit ready. Planner boards, status sets, and AI agents do the heavy lifting.
Start with auto capturing all pharmacy signals as tasks and show them on one Planner. Teams see real workflow rules when they move tasks. Pharmacies see request status in the dashboard.
Convert inbound channels to tasks so nothing is missed. Use AI Dataminer to extract case type, product, batch, pharmacy, and urgency. Place tasks on a Planner and apply status sets so teams cannot skip steps.
Create subtasks for pickup or replacement with pharmacy location already filled. QA runs investigations inside the same case. Store photos, temperature logs, and acts with the task. Pharmacies stay informed in the dashboard.
Use directories for products, prices, and partners to avoid manual input. Use calculated fields to prepare amounts for credit or refusal. Generate documents from templates and send structured data to accounting.
Use data tags and project totals to see volume by pharmacy, product, or route. Build reports for incidents and disputes. Track SLA for each signal and let managers pin dashboards to their workspace.
Centralize signals from messaging, email, storage, telephony, and ERP bridges for a single case history.
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