Getting Started
Welcome to PharmacyLoop Training
Your complete guide to mastering the PharmacyLoop platform — from patient intake to reporting.
7 Training Modules
~45 min total
Video + Notes
Who Is This For?
- New PharmacyLoop users
- Pharmacy staff & technicians
- Referral & provider partners
- Onboarding administrators
What You'll Learn
- Add and manage patient records
- Create patient-specific orders
- Manage prescriptions and refills
- Add providers and referral partners
- Generate reports and analytics
Tips for Success
- Complete modules in order
- Watch each video fully before moving on
- Use the notes section for key takeaways
- Revisit any module at any time
Training Modules
01
Add Patient
Manage patient records and intake workflow
Start →02
Create Patient Order
Create patient-specific pharmacy orders
Start →03
Create Non-Patient Order
Create orders not tied to a specific patient record
Start →04
Manage Prescriptions
Handle prescriptions, refills, and status tracking
Start →05
Add Provider Coming Soon
Onboard and manage prescribing providers
🔒 Locked06
Referral Partners Coming Soon
Set up and manage your referral partner network
🔒 Locked07
Reports & Analytics Coming Soon
Generate reports and track key metrics
🔒 LockedStep 1 of 7
Add Patient
Manage Patient Records Workflow in the PharmacyLoop
Video Walkthrough
What You'll Learn
- Navigate to the Patient section in PharmacyLoop
- Enter patient demographics and contact information
- Assign the patient to a provider or care team
- Set insurance and billing preferences
- Review and submit the patient record
Key Tips
- Always verify patient DOB and insurance ID before saving
- Use the duplicate check feature to avoid creating repeat records
- Emergency contact fields are required for hospice patients
- Patient status defaults to Active — adjust if needed
Step-by-Step Guide — Coming Soon
Your Notes
Step 2 of 7
Create Order
Create Patient Specific Orders in the PharmacyLoop
Video Walkthrough
What You'll Learn
- Select a patient from the active patient list
- Choose the ordering provider and medication
- Set dosage, frequency, and quantity details
- Add special instructions or notes for the pharmacist
- Submit the order and confirm status
Key Tips
- Confirm the prescribing provider is active before creating an order
- Check insurance formulary coverage during the order workflow
- Compound orders require a separate compound form to be completed
- Orders auto-notify the assigned provider upon submission
Step-by-Step Guide — Coming Soon
Your Notes
Step 3 of 7
Create Non-Patient Specific Order
Create orders that are not tied to a specific patient record in the PharmacyLoop.
Video Walkthrough
Step-by-Step Guide — Coming Soon
What You'll Learn
- Navigate to the Orders section and select Non-Patient Order
- Select medication, dosage, and quantity without a patient record
- Assign the order to a provider or facility
- Add fulfillment and shipping instructions
- Submit and confirm the non-patient order
Key Tips
- Non-patient orders are commonly used for facility stock and samples
- A provider or facility must still be assigned even without a patient
- These orders are tracked separately from patient-specific orders in reports
- Controlled substances cannot be submitted as non-patient orders
Your Notes
Step 4 of 7
Manage Prescriptions
Handle prescriptions, refills, and status tracking across your patient roster.
Video Walkthrough
What You'll Learn
- View the prescription queue and filter by status
- Approve, hold, or reject prescription requests
- Manage refill requests and renewal workflows
- Track controlled substance compliance flags
- Archive completed or cancelled prescriptions
Key Tips
- Use the priority flag for urgent prescriptions
- Refills auto-generate 14 days before expiration
- Controlled substances require a DEA verification step
- Batch status updates save time on large queues
Your Notes
Step 5 of 7
Add Provider
Onboard and manage prescribing providers in the PharmacyLoop system.
Video Walkthrough
Dedicated walkthrough video coming soon.
What You'll Learn
- Access the Provider Management section
- Enter provider NPI, DEA, and license details
- Set provider specialty and service area
- Link provider to patient records and facilities
- Activate the provider account and set permissions
Key Tips
- NPI verification runs automatically on save
- DEA number is required before a provider can submit controlled orders
- Providers receive an activation email upon account creation
- You can bulk import providers via the CSV upload tool
Your Notes
Step 6 of 7
Referral Partners
Set up and manage your referral partner network to grow your pharmacy's reach.
Video Walkthrough
Dedicated walkthrough video coming soon.
What You'll Learn
- Access the Referral Partner section
- Add a new partner organization and contact
- Configure partner-specific referral workflows
- Track referrals and conversion metrics per partner
- Set partner communication preferences
Key Tips
- Each partner gets a unique referral tracking link
- Set referral tiers to automatically apply partner commission rates
- Partners can be given a limited-access portal view
- Monthly summary reports can be auto-sent to partners
Your Notes
Step 7 of 7 — Final Module
Reports & Analytics
Generate reports, track key metrics, and make data-driven decisions in PharmacyLoop.
Video Walkthrough
Dedicated walkthrough video coming soon.
What You'll Learn
- Navigate to the Reports & Analytics dashboard
- Generate standard reports (orders, patients, revenue)
- Create custom date-range and filter-based reports
- Export reports to CSV or PDF
- Schedule automated report delivery via email
Key Tips
- Save custom report filters as templates for reuse
- Revenue reports can be broken down by provider or partner
- Use the compliance audit report for SOC 2 documentation
- Schedule weekly summary reports to go to your admin team