Pilot Site 01 — Community Pharmacy & Wellness Center
⚠ SANDBOX · TRAINING
Signed in R. Trainer, PharmDRT
Phase preview Demo control — in the build each flag is per-site config, every change logged (FL-1)

Good morning — here's your day

Monday, August 3 · cohort 1 · 21 members active · everything below is one click from its work screen
Awaiting verification
21
oldest: S-021 re-review · 2 h agoS-033 · new import · 12 min ago
Open work items
7
2 auto-created overnight
Refill gaps
1
S-007 · atorvastatin · 4 days past
Devices not syncing
1
S-014 · 3 days — shows as no-data, not missed
Needs attention first
VerifyS-033 — new member, scan importmanual entry (8 records) awaiting your verification
technician import · side-by-side review readytechnician entry · row-by-row review ready
AdherenceS-014 — confirmed-dose rate 71% over rolling 7 days — below the 80% threshold
auto-created adherence check · misses cluster on evening doses, see member view
ConsultS-002 — "Can I take this with my new vitamin?"
member-initiated from the app · response during pharmacy hours

Enroll new member

~5 min at the counter · baseline + device + import in one visit
Staff-assisted by design — members trust the counter, not an app. Consent first, then baseline questionnaire, device setup, and care circle — they leave with a working band and a complete profile.
34
S-034 auto-assigned
Study ID is the display identifier; name visibility follows the site's identifier configuration
Member mode locks this device to the member's task — the dashboard is unreachable until staff returns with a PIN. Paper consent remains available as fallback; the boxes below record either path.
Enrollment is gated: both consent records, every baseline profile item, each device-setup step, and the primary care-circle contact (name · phone · relationship) must be recorded before it completes.
Staff asks, member answers verbally, staff taps. Every item is one tap. Collected once at enrollment — feeds the baseline record and the research export.
Fit, pair, confirm sync, show how to charge. A device mailed later is a device that sits in a drawer. At handoff, staff says: "If you ever have a fall, tell your pharmacy team — even if you feel fine."
The member names who to notify when they press the SOS button and in what order. At least one contact required.
Enrollment, baseline, device, and import — one counter visit, no second appointment.
Member view — this screen is just for youEnglish ▾
Your consent — Harold
Please read this in your own time. A team member is right here for any question. Nothing starts until you sign.
Illustrative consent flow — draft copy. The operative consent is the IRB-approved, versioned document (D-5/D-5a); it renders here verbatim once approved.

What this program is

You are joining a wellness program run with your pharmacy. You will wear a comfortable band that helps you keep track of your medicines, and your pharmacy team can see how it is going so they can help you.

What we collect, in plain words

The medicines your pharmacy team enters with you · the reminders the band gives you and the ones you confirm · whether the band is being worn · the contact people you choose for the band's help button · falls you or your family tell us about, so your pharmacist can check your medicines · your answers to the fall-risk questions, when we offer them. The band does not track where you go. The band's help button calls the family contacts you choose — no one else. And if you ever have a fall, tell your pharmacy team — even if you feel fine. It helps them check whether your medicines played a part.

Who can see it

Your pharmacy team. Researchers at the university receive study information without your name on it. You choose whether a family member or caregiver can see anything, and you can change your mind at any time.

Leaving the program

You can stop at any time, for any reason, by telling your pharmacy team. Nothing about your regular pharmacy service changes if you do.
Sign above with your fingerClear
Both statements and a signature are needed before we can continue.
Signed consent is stored as a document with the member record, timestamped and witnessed by the signed-in staff member. Every member-mode task above writes its own completion event (EN-5/EN-6); the STEADI self-completion step appears only where that site's flag is on (FL-5).

New member — medication import

staff time self-measured · running median 2m 40s · pharmacist needed only at verification
Three steps, run by any staff role at the counter. Progress saves automatically — safe to step away mid-flow. The pharmacist's part happens afterward, in the verification queue.
1Member & capture
2Complete the history
3Review & submit
33
S-033
enrolled today · consent recorded ✓ · device: pending delivery
New member
RECOMMENDED

Scan the printed Rx30 summary

One sheet from the dispensing system — the parser proposes the rows, nothing auto-commits.

Site export file

Structured export from the dispensing system, where available.

Type it, with autocomplete

Equal-standing path — never blocked by a scanner.

Rx30_summary_S-033.jpg — 1 page captured · legible · patient header matches linked member · 7 rows proposed, 1 flagged for the pharmacist
Parsing runs while you continue — no waiting screen.
Right member, one scan — that's the whole step.Right member, then type the list with autocomplete — scan import arrives in the October release.

Anything beyond this pharmacy's records? — the four questions

The scan covers what was filled here. Ask the member the probes pharmacists already use — and record who gave the history:
1Other pharmacies or mail order? — none reported
2Over-the-counter, vitamins, supplements? — added: Aspirin 81 mg (OTC) · once daily · reminders ON
3Inhalers, patches, drops, or injectables? — the forms members forget because they aren't pills — none reported
4Recently hospitalized — is there a discharge list to reconcile? — no
☰History informant: member (self) · change to caregiver / discharge document if they supplied it

Allergy status — required

Allergy status is required before this import can continue — record allergies or an explicit NKDA confirmation.
✓7 rows from the Rx30 scan + 1 member-reported = 8 records · 1 flagged low-confidence for the pharmacist · PRN recorded without reminders
✓8 records entered with autocomplete · structured schedule on every row · PRN recorded without reminders
✓Schedules anchored to the member's day: 8:00 AM · with breakfast · 6:00 PM · with dinner · bedtime
activity anchors beat clock times for recall — adjustable per med
✓1 member-reported OTC added (source-tagged) · duplicates checked — none flagged
✓Allergy status: not yet recorded · source image attached · every step in the event log
The pharmacist reviews side-by-side and verifies — usually seconds per row.

Verification Queue

Deterministic order — priority class (new import → re-review → routine), then age. Every session opens side-by-side against its source.
New import
12 min ago
S-033 — import #118 · 8 records (7 scan + 1 reported) · technician import8 records · manual entry with autocomplete · technician import
1 low-confidence row flagged · allergy status: NKDA recordedallergy status: NKDA recorded
metformin 500 mg · lisinopril 10 mg · losartan 100 mg ⚑losartan 100 mg · atorvastatin 20 mg · gabapentin 300 mg · hydrochlorothiazide 25 mg · zolpidem 5 mg · aspirin 81 mg (OTC)
7 of 8 reviewed
Re-review
2 h ago
S-021 — 2 records flipped to re-review after post-verification edits
schedule change · strength correction — scoped to the changed records only
2 records
Routine
due 08/04
S-002 — 90-day re-verification
quarterly freshness floor · last verified 05/06
Scheduled
Ordering is fixed and explainable — nothing is algorithmically triaged. Refill-pickup re-verifications appear here as dispensing events occur.
← Queue

Verification — S-033 · import #118

Scan import by J. Trainer, CPhT · 12 min ago · clinical-identifiers mode ON for pharmacist role on this view · Allergies: NKDA (synthetic) · Rx reminders follow the last verified schedule; member-added OTC reminders run immediately (VQ-4 tiered, ruled 8/7)Manual entry by J. Trainer, CPhT · 12 min ago · clinical-identifiers mode ON for pharmacist role on this view · Allergies: NKDA (synthetic) · Rx reminders follow the last verified schedule; member-added OTC reminders run immediately (VQ-4 tiered)
Resumed — review state auto-saved · your progress survived the session timeout
7 of 8 rows reviewed
source: printed Rx30 medication summary · 1 page · rows below 90% parse confidence are flagged — fixed rule, never adaptiveentered by technician with autocomplete · the pharmacist reviews each row and stamps — identity + NPI + timestamp
session record

MANUAL ENTRY SESSION — IMPORT #118
SOURCE: TECHNICIAN-ENTERED LIST · COUNTER INTAKE

Entered by J. Trainer, CPhT · typed with autocomplete from the records the member presented at the counter (VQ-3: a manual session renders its source here — what was entered, before the pharmacist's review)

1. METFORMIN 500MG TAB — TWICE DAILY WITH MEALS

2. LISINOPRIL 10MG TAB — ONCE DAILY

3. LOSARTAN 10MG TAB — ONCE DAILY (as entered — corrected to 100 mg at review)

4. ATORVASTATIN 20MG TAB — ONCE DAILY AT BEDTIME

5. GABAPENTIN 300MG CAP — THREE TIMES DAILY

6. HYDROCHLOROTHIAZIDE 25MG TAB — ONCE DAILY (removed at review — discontinued by prescriber)

7. ZOLPIDEM 5MG TAB — AT BEDTIME AS NEEDED (PRN)

8. ASPIRIN 81MG (OTC) — ONCE DAILY · added in the other-medications step
⤢ zoom · page 1/1

COMMUNITY PHARMACY & WELLNESS CENTER
PATIENT MEDICATION SUMMARY

PATIENT: EXAMPLEBERG, DOROTHY (SYNTHETIC)
DOB: 01/01/1949 · PRINTED: 08/01/2026

1. METFORMIN HCL 500MG TAB
   TAKE 1 TABLET BY MOUTH TWICE DAILY WITH MEALS
   QTY 180 · DS 90 · LAST FILL 07/12/2026 · RF 2

2. LISINOPRIL 10MG TAB
   TAKE 1 TABLET BY MOUTH ONCE DAILY
   QTY 90 · DS 90 · LAST FILL 07/12/2026 · RF 3

3. LOSARTAN 100MG TAB
   TAKE 1 TABLET BY MOUTH ONCE DAILY
   QTY 90 · DS 90 · LAST FILL 07/12/2026 · RF 1

4. ATORVASTATIN 20MG TAB
   TAKE 1 TABLET BY MOUTH ONCE DAILY AT BEDTIME
   QTY 90 · DS 90 · LAST FILL 07/12/2026 · RF 3

5. GABAPENTIN 300MG CAP
   TAKE 1 CAPSULE BY MOUTH THREE TIMES DAILY
   QTY 270 · DS 90 · LAST FILL 07/12/2026 · RF 1

6. HYDROCHLOROTHIAZIDE 25MG TAB
   TAKE 1 TABLET BY MOUTH ONCE DAILY
   QTY 90 · DS 90 · LAST FILL 03/02/2026 · RF 0

7. ZOLPIDEM 5MG TAB
   TAKE 1 TABLET BY MOUTH AT BEDTIME AS NEEDED FOR SLEEP
   QTY 30 · DS 30 · LAST FILL 07/20/2026 · RF 1
✓ Confirmed
Metformin 500 mg tablet
Take 1 tablet by mouth twice daily with meals · schedule 8:00 AM / 6:00 PM
parse 99%
✎ Modified
Losartan 100 mg tablet was parsed: 10 mgentered: 10 mg — corrected at review
Take 1 tablet by mouth once daily · 8:00 AM
parse 62% — low · check source
Discrepancy: wrong strengthclassify further (PCNE) ▾ optional · disposition logged: modify · create work item from this row →
✕ Removed
Hydrochlorothiazide 25 mg tablet
Discontinued by prescriber — last fill 03/02, no refills
parse 97%
Discrepancy: discontinued — not removed · disposition: override · reason: incorrect — removal logged as a correction event
✓ Confirmed
Zolpidem 5 mg tablet PRN FRID
At bedtime as needed for sleep · recorded, no timed reminders
parse 98%
+ Reported
Aspirin 81 mg tablet (OTC)
Once daily · added in "other medications" step · reminders on · 8:00 AM
manual
● Pending
Gabapentin 300 mg capsule FRID
Take 1 capsule by mouth three times daily · 8 AM / 2 PM / 8 PM
parse 96%
+ 2 more confirmed — lisinopril · atorvastatin
✓ drug names✓ strengths✓ frequency/schedule✓ no duplicates✓ discontinued removed✓ allergy status✓ OTC/supplements✓ PRN handling✓ schedule elections
Draft saves automatically — safe to step away. Every confirm logs an accept; session self-times for the study. Verification = pharmacist identity + NPI + timestamp.
← Member

Add medication — S-014

Manual path with autocomplete — generic-first, most common strengths surfaced as buttons, label-faithful units. Same schema and verification flow as every other source.

Drug name

⚠ Potential duplicate — not blocked, flagged.
Metformin 500 mg tablet · twice daily with meals matches an existing record exactly (drug + form + strength + directions). You decide:
Different strengths of the same drug never flag — two strengths taken together, or alternated across days to reach a weekly dose, are real regimens.

Work Queue

One list, filter by type. Auto-created items are logged suggestions — dismissing one asks why. Role defaults: callbacks/outreach → technician · consults → pharmacist. Ordering is deterministic — priority class, then age; nothing is algorithmically triaged. Every item runs open → in-progress → resolved (AQ-3): assign & start before a disposition can be recorded; one canonical disposition list everywhere.
Adherenceauto · 2h ago
S-014 — confirmed-dose rate 71% over rolling 7 days (<80% threshold, RO-7) · misses cluster on evening doses attempt 1 of 3
unassigned · assign to me · suggested role: technician · member also has a no-sync flag — check the device first
Adherenceauto · yesterday
S-021 — was 78% over rolling 7 days at creation — since recovered to 92%
in progress · assigned: J. Trainer, CPhT · barrier found: cost — savings program discussed · verify and close
Consultmember app · 1h ago
S-002 — "Can I take this with my new vitamin?" member-initiated
pre-identified · language: English · unassigned · assign to me · response during pharmacy hours · pharmacist queue
Consultphone · logged 3h ago
S-014 — caregiver question about evening schedule
logged by staff · pharmacist queue
Callbackmanual · due 08/05
S-007 — follow-up on schedule change
scheduled follow-up · technician queue
Outreachmanual · today
S-021 — post-discharge reconciliation: hospital list vs active meds
discharge summary brought to counter · flag duplicates and discontinuations for the pharmacist
Outreachauto · today
S-007 — refill gap: atorvastatin 4 days past projected exhaustion
dashboard-only alert — never shown to the member
Adherence and refill resolutions capture a barrier reason — cost · side effects · believes unneeded · forgot · supply-sync — persisted to the member header for the next caller. First-touch time is logged per item.

Enrollment & Data Completeness

Cohort and data-quality status for the evaluation program
Study coordinator view — read-only for the coordinator role (the enroll shortcut belongs to this signed-in pharmacist session) · Study IDs only · exports run on the agreed monthly calendar with a completeness attestation per deliveryevent capture active from day one; the export pipeline arrives in the December release, subject to the data-use agreement
Enrolled · cohort 1
21 / 50
3 enrolled this week
Members with 7-day data
19 / 21
2 in device no-data state
Lists verified
19 / 21
2 awaiting pharmacist verification
Next export deliveryExport pipeline
Sep 1Dec
week-2 quality-check delivery: sent ✓December release · DUA-gated · events captured now
Approached
41
Screen-failed
6
reasons logged
Declined
9
reasons logged
Enrolled
21
Withdrawn
1
rolls up from the queue disposition
MemberEnrolledDevice daysData completeness · 30dVerification
S-00205/0689 97%Verified
S-00705/0689 99%Verified
S-01405/0686 83% no-sync 3dVerified
S-02105/0887 95%2 awaiting
S-033today0 — awaiting deviceImport pending
Staff training (AC-7)ModulesSandbox walkthroughCertification
R. Trainer, PharmD5 / 5 ✓ · 08/28Complete 08/29—
J. Trainer, CPhT4 / 5 · in progressComplete 08/30CHW cert 09/02
M. Trainer, Coordinator3 / 3 ✓ · 09/01n/a — read-only role—
Pre-consent funnel stages (approached · screen-failed · declined) are anonymous aggregate counts from the product-analytics plane — no identifiers exist for people who never consented. No-data windows are attributed to device state, never counted as missed doses. Staff workflow events are pseudonymized in every export; individual staff can be excluded per the program's consent posture.

Data Model — Smart Search Scaffold

The extraction fields the search layer runs on — generic-first, most-common-first, label-faithful, duplicates flagged never blocked. Full scaffold + the draft modal-prior table ship beside the PRD.

Search index — what the typeahead matches

FieldSourceWhy
ingredient + IN RxCUIRxNormthe anchor — one concept per medicine; duplicates & generic-first hang off it
psn (Prescribable Synonym)RxNormthe clean display name
brand_names[] (BN)RxNormindexed as synonyms, rendered as annotation — a brand query finds the one generic row
tallmanRxNormlook-alike/sound-alike safety spelling
SCDC componentsRxNormcombos decompose to ingredients — metformin-in-a-combo is still metformin

Ranking — what orders the options

FieldSourceWhy
modal_form · modal_strengths[]curated table (pharmacist-authored)the big-button immediate set (≤4); RxNorm says what exists, never what's common
available_strengths[]RxNormthe complete menu behind "Other"
form taxonomy (DF/DFG)RxNormER/IR render as siblings, not strangers
Modal-prior draft: 125 ingredients, senior-weighted, pharmacist review pending — traps flagged (mcg ladders · salt forks · weekly dosing · combo notation).

Display & guards

RuleEffect
Label-faithful units25 mcg never renders as 0.025 mg — anywhere
Form → verb/route defaultstablet → Take/oral · drops → Instill · patch → Apply
openfda join keysRxCUI ↔ NDC — identity wired to real products & labels
DEA schedulethe non-controlled enforcement hook

Duplicate contract

CaseBehavior
Same drug, different strengthsnever flags — multi-strength regimens are real
Exact drug + form + strength + directionsflags for human confirm — keep both / remove; nothing auto-merges
Combination productsdecompose first (SCDC) — then the same rules
This screen is the build reference; the normative spec is the Smart Search Field Scaffold + PRD IM-4 / IM-16 / IM-17.

Member Roster

Explicit flags only — every flag states its trigger. Identifiers: Study ID (clinical-identifiers mode off for this view).
MemberDeviceConfirmed-dose rate · 7dMedsFRID classes P2VerificationFlags
14S-014 No sync 3d 71% · 4-day basis · 30d 84%
8 4
anticonvulsant · sedative-hypnotic · antihypertensive ×2
Verified Missed doses
7-day confirmed-dose rate 71% — below the 80% threshold · evening pattern
07S-007 Synced 2h 96%
5 0 Verified Refill gap
atorvastatin 4 days past projected exhaustion (72h grace passed)
—
21S-021 Synced 40m 92%
9 HIGH-RISK ×1 1
benzodiazepine
2 awaiting —
02S-002 Synced 1h 98%
4 0 Verified —
33S-033 New Awaiting device — import pending — Ready for import —
FRID = on the designated fall-risk-increasing-drug reference list (CDC STEADI-Rx medication list, v2026-01) — descriptive reference, not a fall-risk assessment. Sparkline: daily confirmed rate · flagged day · no data. HIGH-RISK = anticoagulant / narrow-therapeutic-index class membership (site high-risk reference list v2026-01 — pharmacist-curated) — descriptive; sorts attention flags first within the fixed order, never alerts. No composite score, no location data on this surface.
14

S-014

Enrolled 05/06/2026 · cohort 1 · age band 75–79 · list verified 05/06 · 8 active medications · Allergies: NKDA · language: English · caregiver on file ✓ · baseline complete · band paired ✓ · strap fitted
Missed doses — 7-day rate 71% · evening pattern No sync 3d
Baseline Profilecollected at enrollment · 05/06/2026
Living
With family
Phone
Smartphone
Pharmacies
This pharmacy only
Med management
Self-managed
Pill organizer
Yes
Adherence baseline
Usually
Falls · 12 mo
No falls
Tech comfort
Somewhat
Wearable exp.
No — first time
Contact pref.
Phone call
Device
Band paired ✓ · strap fitted
Care circle
1 contact · sequential
STEADI Stay Independent: not yet collected — instrument activates with the P2 build · staff-administered at a pharmacy visit · score is descriptive, never alerts P2

Confirmed-dose trend · 30 days

daily confirmed ratemissed-flag dayno data (not missed)
7-day 71% (4-day basis — 3 no-data days excluded, RO-7) · 30-day 84% — confirmed-dose rate is a device taking-signal, not a refill measure.

Time-of-day pattern · 30 days

Morning · 8 AM96% median actual 8:12 AM
Midday · 12 PM90% median actual 12:20 PM
Evening · 6 PM61% median actual 8:40 PM below 80% threshold
The actionable read: evening doses actually land ~8:40 PM — move the anchor to a later activity, don't chase the miss.

Falls P1 · PILOT

Baseline (enrollment 05/06): no falls in the prior 12 months
No falls reported since enrollment.
Falls are recorded from human reports only — member, caregiver, or staff. An SOS press or any device signal never creates a fall record by itself. Every report auto-creates a post-fall medication review for the pharmacist.

Medications

MedicationPurpose (as told to member)Frequency / Dosing ScheduleProvenanceVerificationRefillTags
Metformin 500 mg tabletblood sugarTwice daily · 8 AM / 6 PM · with mealsscannedmanualVerified32 d
Losartan 100 mg tabletblood pressureOnce daily · 8 AMscannedmanualVerified32 dFRID
Atorvastatin 20 mg tabletcholesterolOnce daily · bedtimescannedmanualVerified−4 d—
Gabapentin 300 mg capsulenerve painThree times daily · 8 AM / 2 PM / 8 PMscannedmanualVerified32 dFRID
Zolpidem 5 mg tabletsleep (as needed)PRN — no timed remindersscannedmanualVerified—PRN FRID
Aspirin 81 mg tablet (OTC)heart protectionOnce daily · 8 AMreportedVerified—
Fish oil 1000 mg capsule (OTC)general healthOnce daily · 8 AMmember-appVerified—
Lisinopril 10 mg tabletblood pressureOnce daily · 8 AMscannedmanualVerified32 dFRID
FRID: CDC STEADI-Rx medication list v2026-01 — descriptive reference, not a fall-risk assessment · edits flip a record to re-review · 90-day re-verification due 08/04/2026 · schedule v3 · pushed 07/12 · device-confirmed ✓ (an unconfirmed push past 24h raises a flag — plumbing failures never masquerade as non-adherence). Fish oil was added by the member from their own app 07/28 → auto-queued → pharmacist-verified 07/29 — one list, two doors, no divergence.
← Member

Report a fall — S-014

P1 · PILOT~30 seconds · human report only
Recorded from what the member, a caregiver, or staff tells us — at the counter, on the phone, or after an SOS follow-up call. Structured so the pharmacist's post-fall medication review starts itself; the FRID and high-risk tags do the triage.
An SOS press or device signal never creates a fall record by itself — a person reports, a person records. A member on an anticoagulant who reports a fall is urgent even with no visible injury — "I'm fine" doesn't downgrade it.
When, where, injury, reported-by, walker/cane, and head-strike status (pick Unknown if not known) are required before the fall can be recorded — every field is a coded export value.
Creates the post-fall review work item · logs fall.reported to the event stream and the export.
← Today

Fall alert triage — M2-001

MARK II (RxBALANCE) · P3 PREVIEW
Device-detected fall alerts are a Mark II capability — the pilot device (Mark I) has no automatic fall detection; its SOS is member-initiated. This screen previews the triage contract the build works toward, behind a flag that is hard-blocked on Mark I sites.
Alert · unconfirmedM2-001 — band motion signature · today 2:04 PMMark II demo cohort — not a pilot member
2:04
Alert received — motion signature consistent with a fall · unconfirmed until a human confirms
2:04
Care circle notified — sequential order: primary contact called ✓
2:09
No-response window (5 min) → secondary contact: pending
Escalation stops at the member's chosen care circle — anything beyond it is a separate governance decision, not a device behavior. No location renders on this surface.
Every alert carries the accept / modify / override / escalate contract — the false-alarm rate is a first-class study metric, not an embarrassment to hide. A confirmed fall auto-creates the same post-fall medication review as a reported fall.
fall.device_alert → fall.alert_disposed · both exported.