Non-Dispense Replacement
Replace expired or damaged free-trial product with a complete, signed audit trail.
Pharmacies record non-dispensable units by serial number, attest to their destruction, and request replacement stock in one guided flow. Every request is routed, approved and fulfilled under your program's rules.
- Serial-level tracking against delivered inventory
- Legally binding e-signature, verified by passcode and logged with time, IP and session
- DEA 21 CFR Part 1317 destruction attestation for controlled substances
- Home Office approval with required rejection reasons, or auto-approval
- Configurable OMS rules for reasons, approvers and SLAs
SRF Portal
Turn sample request forms into signed, trackable orders.
Representatives find the HCP, select products and send a request by email or fax. The HCP signs electronically, and the rep tracks every request from submission to order received in one view.
- HCP lookup by state and license, with details auto-filled
- Built-in validation for products, delivery method and signature
- Status tracking, re-send and PDF view for every request
- eSign offer and order generation enabled by permission
Text-To-Order
Reach HCPs where they respond: by text.
Schedule a text campaign. An HCP who replies YES gets a secure, expiring link and completes a compliant sample order on their phone in minutes, with shipping, e-signature and one-time passcode verification.
- Campaigns targeted by NPI, program and date range
- YES, NO and STOP replies handled automatically
- STOP creates a Do-Not-Contact record for opt-out compliance
- Secure, expiring ordering links with eligibility and quantity limits enforced
Digital Assets
Share approved PDFs with HCPs by download or email, within allocation.
Admins enable Digital Assets and set up expiring PDF products. Reps browse their allocation, preview, download or email assets, and review history, while expiry reminders, login notices and automatic inactivation keep content compliant.
- Program configuration, Digital Asset product type and PVG limits
- Materials / Digital Assets toggle and Order History views
- Watermarked preview, Save As and email-to-HCP modal
- Audit record, Activity and Expiration reports
- Expiry email, login modal and midnight inactivation jobs