VistaScripts
Here is every workflow Tabflows automates in VistaScripts for direct primary care clinics.
Automations
- Side effect check-ins two weeks after a new compounded med

Side effect check-ins two weeks after a new compounded med
New compounded meds get followed up on schedule.
Patient Messaging & Inbox - Answer 'where's my compounded med?' calls with live status

Answer 'where's my compounded med?' calls with live status
Pharmacy calls get answered without phoning the pharmacy.
Patient Messaging & Inbox - Track Vista Scripts compounding orders against Akute prescriptions

Track Vista Scripts compounding orders against Akute prescriptions
Patients hear about delays before they call.
Prescriptions & Refills - Track Vista Scripts compounding orders for athena patients

Track Vista Scripts compounding orders for athena patients
Compounding delays get caught early.
Prescriptions & Refills - Track Vista compounded orders and tell patients when they ship

Track Vista compounded orders and tell patients when they ship
Patients stop calling to ask where their compound is.
Prescriptions & Refills - Book follow-ups before Vista compounded scripts run out

Book follow-ups before Vista compounded scripts run out
Compounded therapy continues without gaps.
Prescriptions & Refills - Stage compounded refills from Cerbo in Vista Scripts

Stage compounded refills from Cerbo in Vista Scripts
No compounded patient runs out because a reorder was forgotten.
Prescriptions & Refills - Flag stuck Vista Scripts compounding orders for Charm patients

Flag stuck Vista Scripts compounding orders for Charm patients
Patients hear about delays from you, not after they run out.
Prescriptions & Refills - Stage Vista Scripts compounding orders from dictated plans

Stage Vista Scripts compounding orders from dictated plans
Compounded orders go out without a separate form.
Prescriptions & Refills - Route compounded prescriptions to Vista Scripts

Route compounded prescriptions to Vista Scripts
Compounds go to the right pharmacy the first time.
Prescriptions & Refills - Track compounded prescriptions from Elation to Vista Scripts delivery

Track compounded prescriptions from Elation to Vista Scripts delivery
Patients get compounds on time without staff calling the pharmacy.
Prescriptions & Refills - Track compounded meds for care program patients

Track compounded meds for care program patients
Compounding delays don't quietly derail a program.
Prescriptions & Refills - Stage Vista Scripts compounds discussed in a Freed visit

Stage Vista Scripts compounds discussed in a Freed visit
Compounds are ordered right after the visit, then tracked.
Prescriptions & Refills - Catch overlap between compounded meds and supplements

Catch overlap between compounded meds and supplements
Patients don't double up on the same ingredient.
Prescriptions & Refills - Track compounding order delays from Vista status emails

Track compounding order delays from Vista status emails
Patients hear about delays from the clinic first.
Prescriptions & Refills - Book a check-in when compounded meds arrive

Book a check-in when compounded meds arrive
Every new compounded med gets a timely check-in.
Prescriptions & Refills - Track compounded orders from submit to delivery

Track compounded orders from submit to delivery
Staff answer where is my medication without calling the pharmacy.
Prescriptions & Refills - Check outside allergies before a compounded order

Check outside allergies before a compounded order
Compounded orders are checked against the full history.
Prescriptions & Refills - Track compounded order status on Healee charts

Track compounded order status on Healee charts
Staff know where every compounded order stands.
Prescriptions & Refills - Check patient response four weeks into a compounded med

Check patient response four weeks into a compounded med
Compounded therapy is adjusted before refill time.
Prescriptions & Refills - Stage Vista Scripts compounding orders from visit notes

Stage Vista Scripts compounding orders from visit notes
Compounded orders go out the same day with no transcription errors.
Prescriptions & Refills - Stage compounded refills from HelpCare refill calls

Stage compounded refills from HelpCare refill calls
Compounded refills move without phone tag.
Prescriptions & Refills - Hold Vista Scripts refills for members with a past-due balance

Hold Vista Scripts refills for members with a past-due balance
Compounded meds stop shipping on unpaid accounts.
Prescriptions & Refills - Track compounded orders and flag delays in the chart

Track compounded orders and flag delays in the chart
Patients hear about delays before they run out.
Prescriptions & Refills - Hold compounded refills that conflict with discharge orders

Hold compounded refills that conflict with discharge orders
Compounded meds never conflict with hospital changes.
Prescriptions & Refills - Turn hormone therapy questionnaires into staged Vista orders

Turn hormone therapy questionnaires into staged Vista orders
Hormone reorders move without a separate call.
Prescriptions & Refills - Check hormone levels before compounded HRT reorders

Check hormone levels before compounded HRT reorders
Hormone refills only go out with current levels on file.
Prescriptions & Refills - Stage compounded orders from Practice Better hormone protocols

Stage compounded orders from Practice Better hormone protocols
Protocols reach the pharmacy without retyping.
Prescriptions & Refills - Confirm thyroid labs before compounded thyroid reorders

Confirm thyroid labs before compounded thyroid reorders
Compounded thyroid refills stay tied to current labs.
Prescriptions & Refills - Stage compounded hormones from Rupa hormone panels

Stage compounded hormones from Rupa hormone panels
Hormone therapy adjusts as soon as results land.
Prescriptions & Refills - Stage compounded prescriptions from SigmaMD visit notes

Stage compounded prescriptions from SigmaMD visit notes
Compounded orders reach the pharmacy without retyping.
Prescriptions & Refills - Track compounded ketamine orders for therapy patients

Track compounded ketamine orders for therapy patients
Sessions never get cancelled for missing medication.
Prescriptions & Refills - Check compounded doses against standard dosing before ordering

Check compounded doses against standard dosing before ordering
Compounded orders get a second check on dose.
Prescriptions & Refills - Reconcile VistaScripts bills with patient charges

Reconcile VistaScripts bills with patient charges
Compounding costs are always passed through.
Billing & Revenue - Charge patients when VistaScripts confirms shipment

Charge patients when VistaScripts confirms shipment
Compounded meds are billed the day they ship.
Billing & Revenue - Monthly report of in-office vs compounded medication volume

Monthly report of in-office vs compounded medication volume
Owners decide what to stock with real volume data.
Analytics - One medication list across Northwind and VistaScripts orders

One medication list across Northwind and VistaScripts orders
Physicians see every med a patient gets, wholesale or compounded.
Records & Care Coordination - Alert the front desk when Vista Scripts compounds are ready

Alert the front desk when Vista Scripts compounds are ready
Compounded meds get to patients on time.
Dispensing & Supplements - Evidence for compounded alternatives during drug shortages

Evidence for compounded alternatives during drug shortages
Shortages get bridged with evidence-backed options.
Clinical Reference - Answer weight program inquiries with real compounding timelines

Answer weight program inquiries with real compounding timelines
Leads get honest timelines from the start.
Growth & Outreach
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