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
2
oldest: S-021 re-review · 2 h 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 | ||
|---|---|---|
| Verify | S-033 — new member, scan import (8 records) waiting on your stamp technician import · side-by-side review ready | |
| Adherence | S-014 — 3 consecutive missed evening confirmations auto-created adherence check · evening pattern, see member view | |
| Consult | S-002 — "Can I take this with my new vitamin?" member-initiated from the app · response during pharmacy hours | |
Enroll new member
~2 min at the counter · flows straight into importStaff-assisted by design — members trust the counter, not an app. Study ID assigns automatically; consent is the only gate.
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.
Both consent records are required before enrollment completes.
Enrollment and import are one counter interaction — no second appointment.
Your consent — Harold
Please read this in your own time. A team member is right here for any question. Nothing starts until you sign.
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. Also available in member mode: review my medication list · confirm my allergies · pick my routine times · get the app on my phone (QR).
New member — medication import
staff time self-measured · running median 2m 40s · pharmacist needed only at verificationThree 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
New member
S-033
enrolled today · consent recorded ✓ · device: pending delivery
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.
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
✓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 stamps — 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 import
1 low-confidence row flagged · allergy status: NKDA recorded
7 of 8 reviewed
Re-review
2 h ago
S-021 — 2 records flipped to re-review after post-stamp 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) · reminders are never gated on verification
7 of 8 rows reviewed
source: printed Rx30 medication summary · 1 page · rows below 90% parse confidence are flagged — fixed rule, never adaptive
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
✓ Confirmedparse 99%
Metformin 500 mg tablet
Take 1 tablet by mouth twice daily with meals · schedule 8:00 AM / 6:00 PM
✎ Modifiedparse 62% — low · check source
Losartan 100 mg tablet was parsed: 10 mg
Take 1 tablet by mouth once daily · 8:00 AM
Discrepancy: wrong strengthclassify further (PCNE) ▾ optional · disposition logged: modify · create work item from this row →
✕ Removedparse 97%
Hydrochlorothiazide 25 mg tablet
Discontinued by prescriber — last fill 03/02, no refills
Discrepancy: discontinued — not removed · disposition: override · reason: incorrect
✓ Confirmedparse 98%
Zolpidem 5 mg tablet PRN FRID
At bedtime as needed for sleep · recorded, no timed reminders
+ Reportedmanual
Aspirin 81 mg tablet (OTC)
Once daily · added in "other medications" step · reminders on · 8:00 AM
● Pending
Gabapentin 300 mg capsule FRID
Take 1 capsule by mouth three times daily · 8 AM / 2 PM / 8 PM
+ 2 more confirmed — lisinopril · atorvastatin
✓ drug names✓ strengths✓ frequency/schedule✓ no duplicates✓ discontinued removed✓ allergy status✓ OTC/supplements✓ PRN handling✓ schedule elections
← 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.
Adherenceauto · 2h ago
S-014 — 3 consecutive missed evening confirmations 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
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 stamp
Next export delivery
Sep 1
week-2 quality-check delivery: sent ✓
Approached
41
Screen-failed
6
reasons logged
Declined
9
reasons logged
Enrolled
21
Withdrawn
1
rolls up from the queue disposition
| Member | Enrolled | Device days | Data completeness · 30d | Verification |
|---|---|---|---|---|
| S-002 | 05/06 | 89 | 97% | Verified |
| S-007 | 05/06 | 89 | 99% | Verified |
| S-014 | 05/06 | 86 | 83% no-sync 3d | Verified |
| S-021 | 05/08 | 87 | 95% | 2 awaiting |
| S-033 | today | 0 | — awaiting device | Import pending |
| Staff training (AC-7) | Modules | Sandbox walkthrough | Certification |
|---|---|---|---|
| R. Trainer, PharmD | 5 / 5 ✓ · 08/28 | Complete 08/29 | — |
| J. Trainer, CPhT | 4 / 5 · in progress | Complete 08/30 | CHW cert 09/02 |
| M. Trainer, Coordinator | 3 / 3 ✓ · 09/01 | n/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
| Field | Source | Why |
|---|---|---|
| ingredient + IN RxCUI | RxNorm | the anchor — one concept per medicine; duplicates & generic-first hang off it |
| psn (Prescribable Synonym) | RxNorm | the clean display name |
| brand_names[] (BN) | RxNorm | indexed as synonyms, rendered as annotation — a brand query finds the one generic row |
| tallman | RxNorm | look-alike/sound-alike safety spelling |
| SCDC components | RxNorm | combos decompose to ingredients — metformin-in-a-combo is still metformin |
Ranking — what orders the options
| Field | Source | Why |
|---|---|---|
| modal_form · modal_strengths[] | curated table (pharmacist-authored) | the big-button immediate set (≤4); RxNorm says what exists, never what's common |
| available_strengths[] | RxNorm | the complete menu behind "Other" |
| form taxonomy (DF/DFG) | RxNorm | ER/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
| Rule | Effect |
|---|---|
| Label-faithful units | 25 mcg never renders as 0.025 mg — anywhere |
| Form → verb/route defaults | tablet → Take/oral · drops → Instill · patch → Apply |
| openfda join keys | RxCUI ↔ NDC — identity wired to real products & labels |
| DEA schedule | the non-controlled enforcement hook |
Duplicate contract
| Case | Behavior |
|---|---|
| Same drug, different strengths | never flags — multi-strength regimens are real |
| Exact drug + form + strength + directions | flags for human confirm — keep both / remove; nothing auto-merges |
| Combination products | decompose 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).
| Member | Device | Confirmed-dose rate · 7d | Meds | Verification | Flags |
|---|---|---|---|---|---|
| 14S-014 | No sync 3d | 71% · 30d 84% |
8 FRID ×2 | Verified | Missed doses 3 consecutive missed evening confirmations |
| 07S-007 | Synced 2h | 96% |
5 | Verified | Refill gap atorvastatin 4 days past projected exhaustion (72h grace passed) |
| 21S-021 | Synced 40m | 92% |
9 FRID ×1 HIGH-RISK ×1 | 2 awaiting | — |
| 02S-002 | Synced 1h | 98% |
4 | 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 (pharmacist-curated, versioned list) — descriptive; sorts attention flags first within the fixed order, never alerts. No composite score, no location data on this surface.
14
Missed doses — 3 consecutive evening
No sync 3d
S-014
Enrolled 05/06/2026 · cohort 1 · age 77 · list verified 05/06 · 8 active medications · Allergies: NKDA · language: English · caregiver on file (consent-scoped) ✓
Confirmed-dose trend · 30 days
daily confirmed ratemissed-flag dayno data (not missed)
7-day 71% · 30-day 84% — confirmed-dose rate is a device taking-signal, not a refill measure.
Time-of-day pattern · 30 days
| Morning · 8 AM | 96% | median actual 8:12 AM |
| Midday · 12 PM | 90% | median actual 12:20 PM |
| Evening · 6 PM | 61% | 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.
Medications
| Medication | Purpose (as told to member) | Frequency / Dosing Schedule | Provenance | Verification | Refill | Tags |
|---|---|---|---|---|---|---|
| Metformin 500 mg tablet | blood sugar | Twice daily · 8 AM / 6 PM · with meals | scanned | Verified | 32 d | |
| Losartan 100 mg tablet | blood pressure | Once daily · 8 AM | scanned | Verified | 32 d | |
| Atorvastatin 20 mg tablet | cholesterol | Once daily · bedtime | scanned | Verified | −4 d | |
| Gabapentin 300 mg capsule | nerve pain | Three times daily · 8 AM / 2 PM / 8 PM | scanned | Verified | 32 d | FRID |
| Zolpidem 5 mg tablet | sleep (as needed) | PRN — no timed reminders | scanned | Verified | — | PRN FRID |
| Aspirin 81 mg tablet (OTC) | heart protection | Once daily · 8 AM | reported | Verified | — | |
| Fish oil 1000 mg capsule (OTC) | general health | Once daily · 8 AM | member-app | Verified | — | |
| Lisinopril 10 mg tablet | blood pressure | Once daily · 8 AM | scanned | Verified | 32 d |
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.