Every script. Every patient. One record.

RevenuePoint builds a clean Salesforce Health Cloud for specialty pharmacies and compounding operations — with a prior authorization queue, refill heatmap, lot-tracked compound formulas, and adherence outreach. Fully managed by RevenuePoint.

The pain · in numbers

4.2 days

average prior-authorization turnaround — days of therapy a patient waits.

Specialty pharmacy benchmark

28%

of patients lapse before PDC reaches therapeutic threshold.

CMS adherence data

60%+

of pharmacies have no systematic adherence outreach between refills.

NCPDP industry survey

11 systems

average stack a PIC touches to complete a compound dispense.

RevenuePoint discovery

A clean Salesforce record page

Patient · Marcus Ellison

This is the Lightning record page RevenuePoint builds for patients teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.

Salesforce|Health Cloud
JT
HomePatientsReportsDashboardsMore ▾
P

PatientMarcus Ellison · 58 · Harborline Pharmacy

Marcus Ellison · 58 · Harborline Pharmacy

Specialty · Oncology · Care team: Dr. A. Patel · PIC: R. Okafor

Active scripts

4

PDC (90d)

87%

Next refill

05/11

PA in queue

1

Copay balance

$0

Consent on file

Current

RelatedDetailsNewsActivity
1

Patient Timeline

Fills, PAs, encounters · last 90 days

Pulls from: PioneerRx + Health Cloud
  1. Fill · Rx #8841 · 30-day supply
    05/01 · dispensed by R. Okafor
  2. PA renewal submitted · Rx #8842
    04/29 · payer Anthem · 3-day SLA
  3. Clinical encounter · dose check
    04/22 · Dr. Patel · no change
  4. Fill · Rx #8840
    04/01 · partial (shortage) · made whole 04/04
2

Prior Authorization Queue

This patient · all payers

Pulls from: CoverMyMeds + Surescripts
RxPayerStatusSLA
#8842 · RituximabAnthemCriteria sent2d 4h
#8841 · OndansetronAnthemApprovedClosed
#8839 · Compound creamBCBSApprovedClosed
3

Refill-due Heatmap

Next 30 days · this patient

Pulls from: PioneerRx
Rx #8841 · 05/118 days · at risk
Rx #8842 · 05/1916 days · on track
Rx #8843 · 06/0230 days · on track
4

Compound Formula · Lot & Expiry

Pulls from: PioneerRx + compounding log
Formula
CCMP-112 · Pain cream · Lidocaine 5%
Ingredient: Lidocaine HCl
Lot L-4418 · exp 11/26
Ingredient: Versabase
Lot V-2201 · exp 06/26
BUD
60 days
USP category
795 · non-sterile
Last compounded
04/18 · R. Okafor
1

Patient Timeline

A single chronological view of every fill, PA event, and clinical encounter — no more tab-switching between the pharmacy system and the EHR notes.

Source: PioneerRx + Health Cloud

2

Prior Authorization Queue

Every PA in flight for this patient, with payer SLA timer and criteria status. PICs see where to push without opening CoverMyMeds.

Source: CoverMyMeds + Surescripts

3

Refill-due Heatmap

Upcoming refill-due dates across this patient’s scripts, with adherence risk scored against PDC. Outreach tasks fire automatically.

Source: PioneerRx

4

Compound Formula · Lot & Expiry

For compounded prescriptions, the formula with ingredient lots and expiry, cross-checked against USP 795/797 standards.

Source: PioneerRx + compounding log

Data model

The objects we build on. The objects we add.

Health Cloud (HIPAA-aligned) is the base. Custom objects cover the specifics specialty and compounding teams need: prescriptions, PAs, compound formulas, and refill schedules.

Standard Salesforce

Account (Patient)ContactCare PlanCare RequestMedicationMedication StatementClinical EncounterPractitioner

Custom — built by RevenuePoint

Prescription__cPrior_Auth__cCompound_Formula__cRefill_Schedule__cClinical_Intervention__c

Integrations

Every system connected. Salesforce is where you work.

The pharmacy management system stays the system of record for dispensing. We wire HL7/FHIR data, ePA, and eRx into Health Cloud so your pharmacists and care teams stop swivel-chairing.

PI

PioneerRx

Pharmacy mgmt

Dispense data, refill schedules, inventory lots.

LI

LibertyRx

Pharmacy mgmt

Alternative PMS with HL7 feed.

CO

CoverMyMeds

ePA

Prior authorization initiation and status.

SU

Surescripts

eRx

Inbound prescriptions and clinical messaging.

TW

Twilio

Patient outreach

HIPAA-aware SMS for refills and adherence.

8X

8x8

Communications

Patient support line, logged to the Patient record.

ST

Stripe

Payments

Copay collection and manufacturer coupon reconciliation.

MA

Marketing Cloud

Campaigns

Adherence journeys and prescriber nurture.

Lightning components

Integrations, rendered inside Salesforce.

Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.

PA SLA Timer

Lightning tile counting down payer SLA windows across all open PAs for this patient.

Pulls from: CoverMyMeds

Open PAs
1
Time remaining
2d 4h
Anthem · criteria sent
Approval rate 90d
91%
+3 pts
Avg turnaround
2.8 days
−0.4 days

Twilio · Adherence Outreach

Automated refill reminders, delivery confirmations, and patient replies logged to the record.

Pulls from: Twilio

  1. Refill reminder · Rx #8841
    Delivered 05/02 · patient confirmed
  2. Adherence check
    Sent 04/22 · no response · follow-up queued
  3. Shipment tracking
    Delivered 04/04 · signed by patient

Stripe · Copay Collection

Patient copay and manufacturer coupon status, reconciled against the dispense.

Pulls from: Stripe

FillAmountMethodStatus
05/01 · #8841$35Card · savedPaid
04/01 · #8840$0Coupon · mfrApplied
03/01 · #8839$35ACHPaid

Clinical Intervention Log

Documented pharmacist interventions with outcome and billable status.

Pulls from: Salesforce

DateInterventionOutcomeBillable
04/29Dose verificationNo changeYes
04/14Drug interactionAlternate dispensedYes
03/22Adherence counselingCompletedNo

Signature use cases

Three problems we solve in the first quarter.

i

Prior authorization turnaround

PAs sit in CoverMyMeds; pharmacists check three screens to know where each one stands; patients wait days for therapy.

How it works

  1. αPA status and criteria sync into a dedicated Prior_Auth__c object.
  2. βLightning queue on the patient record surfaces the open PAs with SLA.
  3. γAgent fires when a payer SLA is about to slip and pages the PIC.

Outcome

Turnaround drops and nothing goes stale because the SLA timer is on the record, not in a portal.

ii

Adherence journey without a person in the middle

Refill reminders and adherence calls get skipped during busy weeks, and PDC quietly erodes.

How it works

  1. αRefill_Schedule__c computes next-due date from PioneerRx dispense data.
  2. βTwilio sends HIPAA-aware SMS on the schedule; replies log to the patient record.
  3. γWhen a reply indicates a problem, a pharmacist task fires with context pre-filled.

Outcome

Adherence outreach happens every time, and pharmacists only get pulled in when they are needed.

iii

Compound lot + expiry traceability

When a compound ingredient hits recall or expires, finding every patient who received it means digging through paper logs.

How it works

  1. αCompound_Formula__c links every dispense to the ingredient lot used.
  2. βRecall or expiry triggers a report of every patient affected, with contact info.
  3. γOutreach campaign fires from Marketing Cloud with script replacement instructions.

Outcome

Traceability is instant. Recall response is measured in hours, not days.

Foundry · Orchestrated intelligence

Foundry sits on top of a clean Salesforce.

Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.

I · Connect

Every system you run, on one warehouse.

We wire PioneerRx, SendGrid, QuickBooks into a managed pipeline so Pharmacy data matches on every side.

II · Illuminate

Live dashboards. Overnight AI analysis.

Daily location summaries with role-tailored views (PIC, director, leadership)

III · Act

Agents watch, decide, and execute.

Controlled substance variance detection against the DEA 24h window

A Specialty Pharmacy & Compounding agent, running todayWatcher

Controlled Substance Variance Watcher

Reconciles nightly dispensing logs against inventory for DEA-scheduled substances. Flags any unexplained variance within the 24-hour audit window.

RunsDaily at 11:00 PMSuccess99%Avg2m 14s

4.2 days

Specialty pharmacy PA turnaround benchmark

The problem

Average prior-authorization turnaround at specialty pharmacies is over four days — meaning every patient waits that long before therapy starts. That time compounds across a panel of hundreds of patients.

What we do

We sync PA status from CoverMyMeds into a dedicated object on the patient record, install a SLA timer on the Lightning page, and let Foundry fire when a payer window is about to slip.

Outcome

Pharmacists work from one queue. Patients start therapy sooner because nothing stalls silently.

How we package the work

Fully managed by RevenuePoint. Three tiers.

Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.

Foundation

4 weeks

A clean Specialty Pharmacy record page with the signature components live.

  • Discovery and current-state review
  • Clean record page build with the custom components
  • Core object + field cleanup
  • Two primary integrations wired
  • Named administrator for the life of the engagement
Schedule a Salesforce scoping call
Most chosen

Rebuild

8–12 weeks

A full Specialty Pharmacy rebuild — objects, components, automations, integrations.

  • Everything in Foundation
  • Custom object + permission model
  • Four to six integrations (ERP, payments, comms, marketing)
  • Flow and agent automation for the core workflows
  • Foundry hook-up for live intelligence across systems
  • User training and adoption workshops
Schedule a Salesforce scoping call

Run

Ongoing monthly

Fully managed — we keep the instance clean as your business changes.

  • Named administrator with monthly review cadence
  • Integration maintenance when source systems change
  • New components and reports on request
  • Release and security updates handled by RevenuePoint
  • Flat monthly fee — no hourly billing
Schedule a Salesforce scoping call

Need to see the full managed-services pricing, or meet the team who runs it?

Common questions

Before you book a session.

See Specialty Pharmacy & Compounding on a clean Salesforce.

A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.