Handle renewals and refills
The refill request inbox, batch approval, and when to require a visit first.
- Updated
- Updated
- Reading time
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- Tags
- refillrenewal
Pharmacies send refill requests; patients send them through the portal. Both land in your Refill inbox.
Working the inbox
Maria Lopez
Sertraline 50 mg · #30 · Patient portal
David Kim
Lisinopril 10 mg · #90 · Walgreens · auto
Anya Petrov
Methylphenidate ER 36 mg · #30 · Patient portal
James Cole
Atorvastatin 20 mg · #90 · CVS · auto
Sidebar → Refill requests. Approve, deny with reason, or convert to a visit-required response. Each row is tagged so you can spot the auto-approvable refills, the ones that need a visit first, and the controlled substances that require EPCS — batch-approve up to 25 at a time within a tag.
Auto-rules
Set per-medication rules: e.g. require an appointment every 6 months for stimulants. Patients see "Requires visit — book now" instead of a generic deny.