contents...* generic rebates are reflected in the sold at a loss section of the dpr and wpr only....

CONTENTS

1. DAILY REPORTS

▪ Daily Performance

▪ Questionable Claims

2. DASHBOARDS

▪ Pharmacy Snapshot

▪ My Dashboard

▪ Key Performance Indicators (KPI)

▪ Dispensing

3. TRANSACTIONAL REPORTING

▪ Refills on Time

▪ Star Ratings Scorecard

▪ Missing Patients

▪ New Patients

▪ Top Prescriber

▪ Top NDC

▪ Return to Stock by Patient

▪ Refill Report

▪ Weekly Performance

▪ Concurrent Use of Opioids & Benzos

▪ Use of Opioids at High Dosage

▪ Patient Birthday

▪ Reimbursement Rate by Plan

▪ Vaccination Tracking

4. ADHOC REPORTING TOOLS

▪ Named Groups

▪ Profit Estimator

▪ ROI Calculator

5. GAINS TRACKING

6. GUIDED GROWTH DIRECTIVE

7. PRINTING RXCOMPASS REPORTS

8. TIPS FOR SUCCESS

9. PLATFORM SUPPORT

DAILY REPORTS

Review each morning before opening while opportunity remains actionable (i.e., not yet picked up).

DAILY PERFORMANCE REPORT (DPR)

This report details financial and transactional information, and actionable opportunity (if any).

ACCESS THE REPORT

▪ By email subscription

▪ Transactional Reporting › Dispensing

* Note: The transactional report does not reflect net profitability (i.e., rebates).

TAKE ACTION

▪ Review and print the report before you open each day. A printed report simplifies delegation and actionability.

▪ Determine the actionability of any listed opportunity. (Any Rxs listed are opportunity alerts.)

▪ Focus first on opportunity with a value of $20 or more (i.e., low-hanging fruit)

▪ Sold at a Loss opportunity

* Generic rebates are reflected in the Sold at a Loss section of the DPR and WPR only.

Prescriptions listed have a negative profit after generic rebate (i.e., “Adj Loss”).

Rxs with a single asterisk (*) are 340B and are likely not actionable.

Rxs with a double asterisk (**) to the right of the NDC are PRxO items.

If a recommended alternative is in stock, reverse then resubmit using that NDC.

If no alternative is in stock, contact the patient for expected pickup date/time.

Whether the patient can wait or not, order an alternative NDC to prevent reoccurring loss.

If patient can wait, dispense alternative NDC and deliver to patient (if service offered).

▪ Sold at U&C opportunity:

Rxs listed were paid at U&C

Adjusting then re-adjudicate any U&C opportunity at your discretion.

▪ New Opportunity may arrive daily; inaction increases the likelihood of reoccurrences.

QUESTIONABLE CLAIMS REPORT

Irregular claims from the previous day that violate defined rules populate the report.

ACCESS THE REPORT



TAKE ACTION

▪ Review and print the report each morning before you open. A printed report simplifies delegation and action.

▪ Determine actionability of any listed opportunity.

Claims listed violated one or more of the various alerts listed in the Rule Violation Key

▪ Reverse applicable claims, adjust, then resubmit as appropriate.

▪ Rules defined:

GPM > 300%: Margin greater than three times the rate of reimbursement

GPM < -100%: The negative value of profit is greater than total reimbursement value

Contract Cost = $0.00: Cost value within claim is $0; likely no value assigned to the NDC

Cash Claim Copay = $0.00: “Copay” for claims not submitted to third party is $0.00

Copay on Fills < $0.00: Copay is a negative value

Claim Amount on Fills < $0.00: Negative reimbursement amount from the payer

Copay on Fills > $500.00: Copay exceeds $500.00

DASHBOARDS

RxCompass 2.0 offers a visual, intuitive interface that streamlines your user experience and enhances your results.

The dashboards are a primary example, providing key high-level detail and trending information.

PHARMACY SNAPSHOT

A diverse dashboard detailing various aspects of pharmacy dispensing and profitability

ACCESS THE DASHBOARD

▪ Dashboards › Pharmacy Snapshot

* Note: Clicking the Home link takes you to the Pharmacy Snapshot dashboard

TAKE ACTION

▪ If you are accessing multiple stores, you can view them individually or as a group.

You can specify the timeframe you want. Simply click the “+” icon to adjust these parameters, then click

‘Apply Filter’.

▪ The blue boxes at the top offer high-level detail across key areas of business:

Click ‘view report’ to access correlating transactional reports;

Click ‘view details’ for a pop-up window of expanded details.

▪ Profit per Script, Revenue & Rx Count, and Refills on Time widgets

Hover your cursor over these graphs for more detail

▪ Click the icon to access the correlating transactional report and drill down:

You can adjust the Report parameters as desired.

Click your browser’s back button to return to the dashboard.

MY DASHBOARD

A breakdown of user-specified financial, adherence and dispensing details

ACCESS THE DASHBOARD ▪ Dashboards › My Dashboard

TAKE ACTION

▪ If accessing multiple stores, you can view them individually or as a group. You can also specify a timeframe.

▪ Click ‘more info’ to access correlating transactional reports.

▪ Rx Count Trending Profit widget

Hover your cursor over this graph for more detail

▪ You may also edit the dashboard:

Click on the icon to enable edit mode;

Hover your cursor over the revealed icons; click to make any adjustments;

If adding a widget, click ‘Dispensing’ in the pop-up window then select an option in blue;

Click the save icon to preserve any changes you wish to keep.

KPI (KEY PERFORMANCE INDICATORS)

Pharmacy-specific performance detail, trending and comparison among APRx user peers


▪ Dashboards › KPI

TAKE ACTION


▪ Performance is detailed by store and includes ranking detail among your user-peers.

Red and green indicators reveal performance trending from the previous period.

▪ Navigate between measures by selecting from the dropdown list.

▪ Click headings to sort columns in ascending or descending order.

Whether you have access to one or multiple pharmacies in RxCompass, this dashboard is an effective

way to monitor performance across a variety of metrics

▪ The KPI dashboard is a useful tool for:

Identifying areas of business in need of more focused attention;

Gauging progress toward reaching benchmark goals over time;

Improving insufficient performance and achieving measurable growth.

▪ Remain engaged and contact your APRx consultant for support and direction.

DISPENSING

High-level dispensing detail, including volume, “fast movers” and trending


▪ Dashboards › Dispensing

TAKE ACTION

▪ If accessing multiple stores, you can view them individually or as a group. You also can specify a timeframe.

▪ Script Count Trend widget

Hover your cursor over this graph for more detail.

▪ Script Count widget

Click the column heading to sort columns in ascending or descending order.

TRANSACTIONAL REPORTING

This section of RxCompass offers a robust variety of preformatted, actionable reports that are exportable and share the

same functionality.

The following reports are automatically sent via email subscription to each RxCompass user. Report parameters and

frequency may be adjusted as needed.

REFILLS ON TIME REPORT

Refill timeliness filtered into groups of early, on time, late, and no fills (i.e., past due) Rxs

ACCESS THE REPORT



TAKE ACTION

* Note: Navigate to the Guided Growth directive for recommended steps.

▪ This report is an excellent tool for identifying late or past-due refills.

The resulting detail may be prioritized to ensure optimal effort and maximum return.

▪ If your time is limited, consider using this report to maximize return.

▪ Refills on Time utilization simultaneously addresses:

Medication adherence and Star Ratings performance;

Rx volume;

Med sync or auto-refill enrollment;

Overall profitability (overall, per patient, per Rx, per call and per minute of outreach);

Evolving pharmacy-patient relationships.

▪ Focus primarily on No-Fills patients:

Simply click the blue Patients count link to access a list of patients past due for refill.

Target patients with at least 1 high-GPM PDC drug Rx past due first.

We recommend addressing No-Fills patient-adherence gaps before Late patients.

▪ Click the column heading to sort columns in ascending or descending order.

Click your browser’s back button to return to the previous screen.

▪ Print prioritized patient lists to simplify delegation to staff, then initiate your outreach.

* Note: All No Fills and Late patients are candidates for med sync or auto-refill.

▪ Track your gained Rx #s and outreach detail to compile ROI reports.

This information validates time and effort invested, and pinpoints areas of focus.

▪ Compare your gains with this shareholder’s (52 distinct periods, typically 1 week each):

Confirmed Fills Gained

Revenue

Fills per

Period

Fills per

Patient

Profit per

Patient

Profit per

Period

Overall GPM

3,503 $303K 67 2 $25 $840 14.41%

* Profit values listed are before rebate.

STAR RATINGS SCORECARD BY ADJUDICATION PLAN REPORT

View scores for specific plans or for all plans in aggregate, and identify non-adherent patients.

ACCESS THE REPORT


▪ Transactional Reporting › Compliance

TAKE ACTION


▪ The default report subscription targets Medicare active/eligible patients of all ages, including LIS patients

who may or may not be 65.

Using the report in this manner may not be your clinical objective.

Encompassing all patients will capture those in the donut hole, too.

Select either the Medicare Part D or Medicare Advantage plan type to see performance against goals.

▪ We recommend using the report to monitor individual plans or groups of plans.

If your time is limited, focus first on plans that assess DIR fees based on Star Ratings performance.

You should also focus on plans for which you bill a high volume of claims.

You also can pinpoint patients 65 and older, as desired.

▪ Target high-value patients with multiple active PDC drug Rxs for intervention.

Prioritize patient outreach by beginning with patients closest to the individual 80% goal.

Offer med sync or auto-refill and Rx delivery as applicable.

* Note: Patients with multiple PDC drug Rxs affect your Star Ratings performance much more than do

patients prescribed only one.

▪ Once scores are revealed, determine which measures need primary focus.

Click the blue Rating Measure to navigate to a list of non-adherent patients. Listed patients are pre-sorted

in descending order by adherence rate.

* Note: Patients closest to the individual 80% adherence goal will typically take less time and effort to

become adherent and positively affect your scores quicker.

▪ Print prioritized patient lists to simplify delegation among staff, then initiate outreach.

▪ Click the blue Back button to return to the previous screen.

▪ Access fill history as needed by clicking the patient’s name.

Click to see all fill history or PDC drug Rxs specifically.

▪ Exclude from outreach any patients for whom targeted outreach is inappropriate.

▪ Offer any programs you provide (med sync/auto-refill, delivery/mail, vaccinations, etc.).

* Note: Treating each call as your last opportunity to appeal to the patient is recommended.

▪ Any progress is good progress (i.e., “baby steps” are a positive step forward).

▪ See the section on Named Groups for help with creating and applying these parameters.

▪ Running the report for smaller than 6-month periods can yield incomplete results.

▪ Remember that scores will reflect all gaps in therapy, including those already addressed. Resolved and

unresolved gaps in therapy will disappear as the year progresses.

▪ Running this report for multiple stores is not recommended, as patients cannot be differentiated by store.

MISSING PATIENTS REPORT

Identify patients with claim activity in one period but no subsequent activity thereafter.

ACCESS THE REPORT


▪ Transactional Reporting › Patient

TAKE ACTION


▪ In the email, click the blue link to access the report and list of Missing patients in RxCompass.

▪ The default report subscription identifies patients who filled 61- 90 days ago but not in the subsequent 60

days; all Rx Outcomes (fill, return to stock, etc.) are considered.

▪ Consider also running the report to target patients who filled multiple 30-day supply Rxs 31- 60 days ago who

have not been seen thru the previous day. The Haven’t Seen end date is typically the previous day.

▪ Example: If today’s date is 10/1/2018, consider using the following report parameters:

Patient Seen start/end date of 8/1/2018 - 8/31/2018;

Haven’t Seen start/end date of 9/1/2018 - 9/30/2018;

Rx Outcome of fills only;

Fill Operator of >= (greater than or equal to);

Number of Scripts is 2.

* Note: This targeting of high-value patients optimizes outreach and return.

▪ Single-click the sorting arrow twice to sort the patient list by descending GPM.

Place primary outreach priority on patients taking maintenance drugs. These patients specifically are

candidates for med sync or auto-refill.

▪ Clicking the blue total fills count link to access a patient’s fills from the Seen period. You can access more

patient fill history details by clicking the patient’s name.

Click to see all fill history or PDC drug Rxs specifically;

Click the blue Back button to return to the previous screen.

▪ Exclude from outreach any patients for whom it is inappropriate.

▪ Offer any programs you provide (med sync/auto-refill, delivery/mail, vaccinations, etc.)

* Note: We recommend treating each call as your last opportunity to appeal to the patient.



* Note: Per 2015 analysis, missing patients are conservatively worth $105 in revenue each.

NEW PATIENTS REPORT

Listing of patients with claim activity who previously had none

ACCESS THE REPORT



TAKE ACTION


▪ The default report subscription identifies new patients from the previous full month.

Fills alone are considered, however you can view all Rx outcomes as desired.

▪ Consider running this report weekly to identify new patients from the previous week:

Prompt outreach ensures that new patient relationships remain fresh and positive.

▪ Sort the patient list by descending GPM by single-clicking the sorting arrow twice.

Place primary outreach priority on patients taking multiple maintenance drugs.

▪ These patients are candidates for med sync or auto-refill; offer this service as available

▪ Thank patients for their business, ensure they have no questions about their therapy

Ask patients for details of their interaction with your staff; try to make patients comfortable and

confident in their decision to trust you with their care.

▪ Patients may discuss these interactions with their prescribers, so put your expertise on display and let the patient

decide when to comfortably end the call.

Welcoming in and retaining this key portion of pharmacy business is imperative.

Many of your competitors do not take the time to follow up with new patients and subsequently miss out on

a key marketing opportunity that is clinical in nature.

▪ Access the patient’s fills from the period by clicking the blue total fills count link.

Access more patient fill history details as needed by clicking the patient’s name.



▪ Exclude from outreach any patients for whom targeted outreach is inappropriate

▪ Offer any additional programs you provide (delivery/mail, vaccinations, etc.)

* Note: We recommend that you treat each call as your last opportunity to appeal to the patient.



TOP PRESCRIBERS REPORT

A listing of top prescription writers ranked by a user-specific metric

ACCESS THE REPORT


▪ Transactional Reporting › Prescriber

TAKE ACTION


▪ This report is excellent for monitoring both established and new prescriber activity.

▪ The default report subscription identifies top prescribers from the previous full month. You can decide how

many prescribers to include and the metric by which top prescribers are measured.

▪ Once the list of prescribers loads you can sort by any of the various columns.

▪ Focus first on the top 20% by volume as they traditionally account for 80% of business.

Monitor changes to your “top 20” and regularly market to your best writers

In-person calls are most effective

▪ Each month, identify any prescribers that are new to the list.

Take time to thank them for the business and for trusting you with their patient’s care.

▪ Pharmacies that actively market to prescribers will unequivocally outperform comparable pharmacies that do

not market. This is especially true in local markets.

As with patient marketing, prioritize outreach to ensure that high-value prescribers are targeted and

interacted with regularly.

▪ Once the report loads, sort the prescriber list by descending GPM by single-clicking the sorting arrow twice.

Place primary outreach priority on high-GPM prescribers writing for maintenance drugs. These Rxs yield

candidates for med sync or auto-refill

A successfully managed patient medication adherence program is an effective marketing tool that your

competitors likely don’t offer.

▪ Access a list of the prescriber’s fills from the period by clicking the blue Rx count link.

Once the list loads, you can sort data by any of the columns.

Sorting by drug name will reveal the most commonly prescribed meds.

Sort by ascending GPM by clicking the sorting arrow once to see the least profitable Rx claims before

rebate, if any.

▪ Access more patient fill history detail as needed by clicking the patient’s name:

Click to see all fill history or PDC drug Rxs specifically;

You also can drill into individual claim detail by clicking the blue Rx # link;


▪ You can click the blue maintenance drug count link to see which the drugs the prescriber regularly writes.

Simply sort the resulting list by drug name to see common meds.

Ensure that you are dispensing profitable NDCs of these drugs.

If different NDCs of the same drug were dispensed in the period, sort by drug name to determine which

was most profitable.

For further insight into profitability, refer to the portion on the Top NDC report.

▪ See the section on Named Groups for assistance creating and applying these parameters.

* Note: Each call should include one direct, valuable message that encourages the prescriber to use your service

to care for their patients.

▪ Any progress is good progress — “Baby steps” are a positive step forward!

TOP NDC REPORT

By reimbursement, a listing of top dispensed medications by a user-specified metric

ACCESS THE REPORT



TAKE ACTION

▪ If accessing multiple stores, you can look view them individually or as a group. You also can specify a

timeframe.

▪ This report provides detailed insight into dispensing detail by NDC:

You can focus on dispensing detail by specific BIN and/or PCN as needed.

This reveals the historical reimbursement rate and expected copay by payer.

▪ Consider running the report monthly for the previous 6 months with these parameters:

Top 1,000;

Rank by Rx count; and

Formulation type generic.

* Note: Exporting this report for quick reference is recommended and will provide a useful resource should

you encounter any instances of low profitability.

▪ Once the report loads, the user may sort by any of the various columns

▪ Click the drug name sorting arrow to list generics of the same name alphabetically by NDC

For any drugs of interest, look to the right to see average values by NDC to identify average profitability

and copay affordability by drug.

* Note: Consider your volume of data. The less data available the less valuable it serves as a reference,

which is why larger time periods are recommended when running this report. Users with multi-store

access have a larger pool of data to draw from, so select all stores if this applies to you.

Click the blue Rx count link to see full dispensing detail.

▪ You also can drill into individual claim detail by clicking the blue Rx # link



▪ Always refer to your APRx Consultant for assistance with preferred items by wholesaler and let this guide your

purchasing.

RETURN TO STOCK BY PATIENT REPORT

Identify returned Rxs, by patient or by drug, ranked by a user-specified metric

ACCESS THE REPORT



TAKE ACTION


▪ This report is a useful resource for identifying patients with a returned Rx

▪ Aside from similar reports within the pharmacy system

▪ Emailed reports effectively serve as an alert reminding the user to monitor return activity

▪ Consider running the report monthly with these parameters:

Previous full month;

All days since first adjudicated;

Rank by Rx count; and

Top 1,000 (to ensure all applicable patients are captured).

▪ You can access more detail by patient by clicking the blue fill count link.

▪ Patients returning maintenance medications represent high-value opportunity.

We recommend outreach to determine the reason for the return.

If applicable, offer prescription delivery or mail and med sync or auto-refill to prevent reoccurrences.

* Note: An alternative return to stock report by drug is also available, as needed.


▪ Access more patient fill history detail as needed by clicking the patient’s name.


You also can drill into individual claim detail by clicking the blue Rx # link.


REFILL REPORT

Proactive insight into Rxs coming due for refill

ACCESS THE REPORT


TAKE ACTION


▪ This report proactively addresses refills coming due, giving you the capability to prevent gaps in therapy.

This data also provides the insight necessary to forecast inventory and staffing needs.

All necessary Rx detail and patient/prescriber contact information is included.

▪ Consider running this report each Friday with these parameters:

The next day (Saturday) thru the following Friday

* Note: the reporting period auto-populates for you but may be changed as desired.

Leave the maintenance drug indicator to include all drugs, then determine which maintenance/non-

maintenance drugs from the resulting list you expect to fill.

* Confirmation may require personal patient outreach.

▪ Access the patient’s fills from the period by clicking the blue total fills count link.

Access more patient fill history detail as needed by clicking the patient’s name.




▪ To review needed inventory:

Click the drug name sorting arrow to list meds of the same name/strength alphabetically. This will detail the

quantity needed to satisfy all Rxs due for refill in the following week.

▪ To guide any proactive patient outreach:

Click the patient sorting arrow to identify patients with multiple refills coming due.

Click the next fill date sorting arrow to see which fills are coming due first.

Initiate patient outreach as needed to confirm fills and if helpful, expected pickup date.

Likely, this is a good time to offer med sync or auto-refill and delivery (as applicable).

Alert the patient if any refills coming due will require prescriber approval.

Any Rxs with a # in the Rx number to column have already been filled under a new Rx #.

* Applicable Rxs are likely not actionable opportunity.

Exclude from outreach any patients for whom targeted outreach is inappropriate.

▪ To guide refill approval outreach:

Identify any Rxs with 0 refills remaining or that are expired (see the active Rx column).

This provides a “heads up” that hopefully prevents gaps in therapy from beginning.

Click the prescriber sorting arrow to see all the prescriber’s patients (i.e., maximize the call).

* Note: We recommend that you treat each call as your last opportunity to appeal to the patient.


WEEKLY PERFORMANCE REPORT (WPR)

A summary of key business detail from the previous week, including trending information

ACCESS THE REPORT


TAKE ACTION

▪ If you have access to multiple stores, you will receive an individual report for each store.

▪ Determine the actionability of any listed opportunity.

The aggregate values do reflect generic rebate.

Any Rxs listed are opportunity alerts.

* Confirm that the opportunity listed was not addressed throughout the week.

▪ Access the open items and paid at U&C transactional reports via the blue hyperlinks.


Rxs listed were paid at U&C. Adjust and re-adjudicate any U&C opportunity at your discretion.

▪ Top 25 Rxs sold at a loss opportunity:

Generic rebate alone is reflected for PRxO items in this section of the report.

PRxO items listed have a negative profit after generic rebate (i.e., “Adj Loss”.)

You should investigate any PRxO generic item that has been dispensed multiple times at a loss.


If no alternative is in stock, contact the patient for expected pickup date/time.

Whether the patient can wait or not, order an alternative NDC to prevent reoccurring loss.

If the patient can wait, dispense the alternative NDC and deliver to the patient (if offered).

▪ Clicking the blue links throughout the report to see additional details in RxCompass.

▪ Revenue and volume trending in comparison to the same week — previous year is shown.

* Note: Regular use of Daily Performance report opportunities will result in fewer actionable items being found in

the Weekly Performance report.

CONCURRENT USE OF OPIOIDS AND BENZODIAZEPINES REPORT

Identify patients taking opioid and benzodiazepine medications simultaneously.

ACCESS THE REPORT


TAKE ACTION


▪ This report is an excellent resource for identifying patients who have received both an opioid and

benzodiazepine Rx from your pharmacy.

▪ These patients represent a clinical intervention opportunity and are potential candidates for naloxone if opioid

overdose is determined.


▪ Access additional patient fill history detail as needed by clicking the patient’s name.



USE OF OPIOIDS AT HIGH DOSAGE REPORT

Identify patients with a high volume of opioid fills in a user-specified period.

ACCESS THE REPORT


TAKE ACTION


▪ This report is useful for pinpointing patients taking opioids for long periods. These patients represent a

clinical intervention opportunity.


▪ Click the total opioid fills link to see patient-specific details.

▪ Access additional patient fill history details as needed by clicking the patient’s name.




PATIENT BIRTHDAY REPORT

Identify patient birthdays in a user-specified period.

ACCESS THE REPORT



TAKE ACTION


▪ This report is an excellent resource for fueling patient interaction:

It is an effective way to nurture patient relationships and makes a strong impression on the patient.

Make the most of the outreach opportunity by confirming the patient’s satisfaction with your service and

evaluating their current quality of care.

Be sure to note in your system any patients who prefer not to reserve this outreach.

▪ Consider establishing a report subscription to arrive on Fridays, detailing birthdays in the following week





REIMBURSEMENT RATE BY PLAN REPORT

Detailed reimbursement data, including both aggregate values and averages by plan

ACCESS THE REPORT



TAKE ACTION


▪ This report provides key insight into individual plan performance.

▪ Consider establishing a monthly report subscription to monitor top plan value.


▪ Click the Rx count link to see patient-specific details.





VACCINATION TRACKING REPORT

Identify patient vaccination history in a user-specified period.

ACCESS THE REPORT



TAKE ACTION


▪ Use this report to identify patients you have previously immunized.

This is especially useful in identifying patients for flu vaccinations each year.

You can view 20 distinct vaccination options individually or in any combination desired.

▪ Audit and refine your immunization administration process as needed, looking specifically for ways to

minimize the time taken per patient.

Proactive outreach and a quick, streamlined process will establish your pharmacy as the place to go for

flu shots each year.

Consider taking a mobile vaccination clinic directly to a pool of patients to eliminate the common “I don’t

have time” excuse.




The user may also drill into individual claim detail by clicking the blue Rx # link.


AD HOC REPORTING TOOLS

No other feature of RxCompass offers more power and capability than Ad Hoc, our custom reporting tool. From an extensive

list of data points, you can create custom reports, which may be saved for later access, shared with other users or

exported to Microsoft Excel®.

ACCESS REPORTING ▪ Ad Hoc Reporting tab

▪ General User Reference

THERE ARE VARIOUS AD HOC REPORTING OPTIONS AVAILABLE, INCLUDING:

▪ Patient Classification: data specific to your high-value patients

▪ Point of Sale: data generated from your point of sale system (as available)

▪ Rx Dispensing: de-identified dispensing data from your pharmacy system

▪ Rx Dispensing - PHI: same as Rx Dispensing, but with full disclosure

▪ Workflow: data generated from your pharmacy Workflow (as available)

ALSO AVAILABLE WITHIN AD HOC REPORTING:

▪ myAdHoc Reporting: access your saved Ad Hoc reports here

▪ Export to Excel®: exports your saved Ad Hoc reports to .xlsx format

AVAILABLE UNDER THE USER ADMIN TAB:

▪ Share Ad Hoc: quickly share your saved Ad Hoc report(s) with other RxCompass users.

BUILDING A REPORT:

▪ The process of creating Ad Hoc reports is simplified by first populating the Filters pane, then following these 5

steps in sequence:

1. Who: which store(s) you want to include in your report.

2. When: the time period for your report, by either fill or transaction date.

* Note: Start with choosing the year(s), then the month(s), and so on.

3. What: which data points you want to include in your report.

The Field List is broken down into two groups:

4. Measures: the values, signified by a Σ (Sigma) symbol;

5. Attributes: the various ways to “slice-and-dice” the measures.

Simply click the check box beside any data points you want to include from the Field List.

▪ The bounding box may be resized by clicking and dragging the bounding box perimeters.

* Note: To add additional data points, ensure the bounding box surrounds your report.

▪ Rearrange columns in the Fields section (right side of the screen below the Field List).

▪ Columns can be sorted by clicking the column heading; alternate between ascending and descending order by

clicking the blue sorting arrow to the right of the heading.

▪ To save your report, click on the purple disc icon at the top left of the screen

Next, click the User Folders link, then the link with your user name.

Name the report and save it .

ADDITIONAL VIEWS WITHIN THE SAME REPORT:

▪ The first additional view can be created thru the Home tab at the top left of the screen:

Click on New View and choose to either duplicate your current view or create a new one.

Including more than 5 total views in one report is not recommended.

NAMED GROUPS

Create, maintain and apply custom groups for targeted RxCompass reporting

ACCESS THE TOOL

▪ Tools › Named Groups

TAKE ACTION

▪ Using Named Groups, you can create custom prescriber, drug and patient groups that can be applied to

transactional or Ad Hoc reporting.

This tool facilitates tracking of any number of valuable data sets.

Users with multi-store access will see aggregate data from all stores.

▪ To create a Named Group, follow the steps in sequence as outlined within the tool:

Begin by selecting a prescriber, drug, patient or plan group; if your group has a large amount of data,

consider uploading a spreadsheet.

When using this option, follow the format instructions listed to the right of Step 2.

Select whether to include or exclude the data from your group then create a name.

To edit a created group, click the Modify tab and select the group you wish to edit.

Once modified, the group will be immediately available for use in transactional reports.

Created groups must process overnight before they are available in Ad Hoc reporting.

▪ To share a group with another user, click the Share tab, select the group to share and the recipient’s username.

* Note: Usernames are typically but not always the user’s first initial and last name. Always obtain the exact

username before sharing anything.

▪ To apply a named group to a transactional report, simply select the group from the specific report parameter

Example: If looking to apply a drug Named Group, select the group name from within the Drug Named

Group parameter.

▪ Similarly, apply a Named Group to an Ad Hoc report via the Field List:

Simply open the dropdown, then click and drag the data point to the Filters pane. The options will

automatically open, allowing you to select which group to include.

PROFIT ESTIMATOR

Quickly identify a range of net profitability following PRxO generic rebate, as applicable.

ACCESS THE TOOL

▪ Tools › Profit Estimator

TAKE ACTION

▪ Per our unique pricing model, APRx developed a tool providing greater insight into net profitability.

The Profit Estimator is an effective way to refine dispensing habits and purchasing

Most users keep the tool active throughout the day to quickly research NDCs and claims as needed.

▪ Currently, any Rx claim details entered will yield one of four results:

Profit greater than/less than $20;

Loss greater than/less than $20;

Notice the icons within the alert, as these denote the severity of the profit or loss.

▪ For generic drug claims showing sold at a loss, do one of the following:

Enter the Rx number (for claims thru the previous day); for claims from the same day, enter the NDC (no

dashes), acquisition cost (as found in your pharmacy system), and the total reimbursement amount

(claim amount + copay) into the three designated fields.

▪ After you enter the NDC, the Profit Estimator will reveal if there is an available generic rebate.

* Note: Include no dashes within the NDC number or dollar signs in financial fields.

▪ If manually entering an NDC number:

Be sure to enter all 11 digits; there is digit counter below this field to assist you.

If no rebate exists, entering values into the two remining fields is unnecessary.

ROI CALCULATOR

Identify the financial gains for your pharmacy from RxCompass platform use.

ACCESS THE TOOL

▪ Tools › ROI Calculator

TAKE ACTION

▪ The ROI Calculator is a first-of-its-kind solution for determining the overall effectiveness of personal patient

outreach and confirming captured opportunities:

The tool is intuitive, quick, and user-friendly;

Resulting details will outline outreach performance, including financial significance;

This insight highlights areas of success and insufficiency, reinforcing and refining your effort.

▪ On the same day you receive your new Refills on Time report each week, compile an ROI report of your gains

from the previous week.

This is a good time to shred the previous week’s ROT report.

▪ First, select the store from which the captured fills originated.

▪ Next, select the reporting period from the dropdown list.

The reporting period is listed at the top of the Refills on Time report used.

Refills on Time is auto-selected as the reference report.

▪ Enter all gained Rx #s one at a time, hitting the ‘Enter’ key between each one.

Entries will be listed in the Gained Rxs box and populate the Gains Summary.

▪ Enter all outreach detail (if available) then hit ‘Calculate’.

An Outreach Summary will auto-generate, detailing your efficiency.

▪ Lastly, click the ‘Email Report’ button to receive an emailed copy of the generated report.

GAINS TRACKING

As you and your team begin using reports and initiating patient outreach, be sure to note the following information after

each successful call:

▪ Reporting period (found at the top of the RxCompass report);

▪ List of all gained Rx #s;

* Note: To accurately calculate ROI, include only gains from using RxCompass.

▪ Total number of calls placed;

▪ Total number of calls answered;

▪ Total time spent in outreach (approximate);

▪ Total count of new med sync patients enrolled (if you offer this service).

* Note: The more data you capture, the greater the resulting details.

You determine how gains are tracked. The easiest approach is keeping a spreadsheet, which simplifies identification of

any redundant Rx #s before compiling an ROI report. You also may prefer to simply highlight any gained Rx #s and to

write in any #s not from the original list.

GUIDED GROWTH DIRECTIVE

With the value of RxCompass firmly established, we took the next logical step to define and validate best practices.

Your most finite resource is time, so we developed the Guided Growth directive to help you optimize your use of time and

staff. Guided Growth supports personal patient outreach initiatives that are statistically proven to simultaneously address

adherence and Star Ratings, med-sync and auto-refill enrollment, Rx volume and profitability. Following Guided Growth

principles as recommended will improve your operational efficiency and produce real, measurable growth.

NEW ENROLLEE CHECKLIST (ADDITIONAL DETAILS BELOW)

✓ Step Objective ✓ Step Objective

1.1 Confirm daily automatic cost updates 1.5 Begin using the Profit Estimator

1.2 Complete & submit RxCompass paperwork

2.1 Update your Refills on Time report

subscription

1.3 Schedule general platform training 2.2 Begin Refills on Time patient outreach

1.4 Begin using the Daily Performance report 2.3 Review gains & performance

STEP 1: GOING LIVE

1. Confirm daily automatic cost updates from AmerisourceBergen.

▪ Strong data integrity requires accurate cost data

2. Submit completed RxCompass paperwork to your APRx Consultant.

▪ You will receive a ‘Welcome!’ email with your login credentials once your account is live.

3. Schedule general platform training.

▪ FDS will contact you; any staff who might use RxCompass or its reports should attend the training.

4. Begin using the Daily Performance report:

▪ Review the report each morning before business hours, as opportunity not yet picked up remains actionable


Any updating of U&C is recommended for future claims only and is at your discretion.

▪ Sold at a loss opportunity:

This is unique insight into net loss.


If no recommended alternative is in stock, contact the patient for expected pickup date and time.

* Note: Whether the patient can wait to pick up their Rx(s) or not, order an alternative item to prevent

reoccurring loss.

5. Begin using the Profit Estimator:

▪ This tool provides a range of net profit after any applicable generic rebate.

▪ You can evaluate claims thru the previous day by Rx number; evaluate same-day claims by entering select

claim values as directed.

▪ Consider leaving this tool open during the day to streamline use.

STEP 2: REFILLS ON TIME

1. Update your Refills on Time report subscription to recommended Guided Growth parameters

▪ See the Refills on Time Utilization instructional document for recommended changes and instruction.

Targeted patients are more likely to answer pharmacy calls and subsequently fill.

2. Begin Refills on Time patient outreach:

▪ Draft a script (see example below), then determine launch date and staff who will conduct outreach.

3. Track, compile and review gains and performance to confirm ROI.

OUTREACH SCRIPT (EXAMPLE)

▪ “Hi, this is <name> from <pharmacy name>. How are you today? We noticed that your <insert drug name(s)>

prescription(s) are past due. Can we refill these for you today?”

▪ “Any recent changes to any of your medications, or any other prescriptions we can fill for you today?”

▪ “Do you have any questions for the pharmacist?”

▪ “Are you running low on any over-the-counter items? I can add those to your order, too.”

▪ “Would you like to enroll in our med-sync program? It’s a free service we offer to help our patients manage

their medication adherence and stay on top of their refills. All we need to know is which prescriptions you

want to include and which day you’d like to refill each month, and we’ll coordinate everything for you. Can I

sign you up today?”

▪ “We appreciate your business. Thank you for trusting us with your care.”

▪ “We also offer prescription delivery and vaccinations. Can I schedule these for you today?”

STATISTICAL SIGNIFICANCE

The value of using the Refills on Time report is statistically proven. Total aggregate values below are confirmed for

utilization methods combined. Average values listed are a result of following Guided Growth specifically.

20K confirmed fills $1.43M revenue $234 gross profit 10K patient interactions

∙ 2.24 fills/patient

∙ 41 fills/period

∙ $132 revenue/patient

∙ $59 revenue/Rx

∙ 20.54% GPM

∙ $434 profit/period

∙ $27 profit/patient

∙ $12 profit/Rx

KEY PERFORMANCE INDICATORS (KPIS)

Performance benchmarks are a by-product of tracking utilization gains over time and offer a gauge by which to measure

efficiency:

PRINTING RxCOMPASS REPORTS

Despite the power and actionability of RxCompass reports, you can’t always be in front of your computer screen.

Printing RxCompass reports allows users to act on the information when time permits and simplifies delegating report

responsibility to pharmacy staff.

Listed below are several important points to remember when printing reports is most convenient:

▪ Exporting first and printing second is recommended; using the Print icon could result in suboptimal printability

* Reminder: Prioritize (i.e., sort) all reports before exporting.

▪ Click the icon at the top of the report name and export to “CSV (comma delimited)” format; Excel format

will also work

Once the report has downloaded, select Open (don’t save) and click the ‘Enable Editing’ button (if displayed)

▪ For optimal printability, make the following changes to the exported file before printing:

Delete any unnecessary columns (i.e., Patient ID, DOB, etc.)

Make sure all columns are expanded; simply highlight all columns and double-click the right border of the

last column

After selecting Print, change page orientation to Landscape and change “No Scaling” to “Fit All Columns on

One Page”

▪ Exporting to Word is also effective; be sure to Select All and change the font size to 8 or 9 points before printing

* Reminder: Shred all printed documents that contain protected health information (PHI), as this is HIPAA-

sensitive info.

Group 1: Outreach Group 2: Gains Group 3: Opportunity Conversion

Calls per day 10 Fills/patient 2 Rxs captured 40%

Minutes per day 20-30 Fills/period 40 Revenue captured 40%

Call answer rate 50% Revenue/Rx $55 Patients captured 40%

Patient agrees to fill 30% Revenue/patient $125 Patients called 30%

Call length (minutes) 2-3 Revenue/period $2,500 Fills per minute 0.25

Calls per fill gained 2 Profit/Rx $11 Profit per minute $2

Minutes outreach/fill 5 Profit/patient $25 Profit per call placed $10

Gained fills/call placed 1 Profit/period $425 Profit per call answered $20

GPM 18%

TIPS FOR SUCCESS (BEST PRACTICES)

PRIORITIZE YOUR OUTREACH

Your time is limited, so qualify beforehand which patient opportunities justify the outreach time. Also, remember to

sort the report first, print second.

MAKE AS MUCH PROGRESS AS YOU CAN EACH DAY

Even small progress is a step in the right direction, and establishes commitment which will ultimately yield the most

optimal results. Once you receive a new report, shred the old one.

DELEGATE RESPONSIBILITY TO MULTIPLE EMPLOYEES, IF NOT YOUR ENTIRE STAFF

Typically, technicians are adequately equipped to handle the workload as it is mainly patient outreach; having

multiple people trained and ready to act is useful when staff are out.

PRINT OUT ALL REPORTS AS DIRECTED

Printing reports makes delegation easier and keeps the actionable information ready for use. Remember to shred all

reports at the end of each time period. Refer to the previous section above for printing specifics.

BEGIN TAKING ACTION WHEN YOU RECEIVE EACH NEW REPORT

Each of these three reports is being sent to you at a specific date. It is important to begin working new reports as soon

as you get them so there are no gaps between the previous and current time periods. Otherwise, No Fills patients

and Missing patients can change, making some outreach a waste of precious time.

USE YOUR APRX CONSULTANT FOR PLATFORM DIRECTION AND QUESTIONS

Your APRx Pharmacy Business Consultant (PBC) is your go-to resource for all things related to your pharmacy business.

Our PBCs receive RxCompass training and have the expertise to offer individualized platform recommendations that

will help you accomplish specific goals.

USE YOUR FDS CONSULTANT FOR TECHNICAL QUESTIONS, ACCESS ISSUES, OR DATA CONCERNS

Each APRx shareholder enrolled in RxCompass is assigned a dedicated FDS Business Solutions Consultant. Both

consultants have platform expertise, industry relative experience, and are at your disposal PRN. FDS consultants

should be primarily used for technical support.

PLATFORM SUPPORT

If you are using the Refills on Time report but are not following the Guided Growth Directive, please contact your

PBC to schedule a review. Your PBC will be happy to discuss methodology with you and recommend changes in

your email report subscription. FDS also offers technical support to RxCOMPASS users.

Need Point(s) of Contact Telephone Email

Platform expertise

and onsite training

APRx Pharmacy Business

Consultant Provided first initial last name @aprx.org

APRx Pharmacy Operations

Manager 682.444.9447 [email protected]

Login issues, data

concerns, report

questions or

suggestions, general

technical support

FDS Business Solutions

Consultants:

∙ Lexie Sexton, CPhT

∙ Kristina Kent, CPhT

∙ Kevin Bowers, CPhT

817.406.0735 [email protected]



FDS Product Support Specialist 877.244.2305, opt. 2 [email protected]

How RxCOMPASS & Guided Growth Helped My Pharmacy Boost Its Profits After We Lost Our Biggest Prescriber

Every pharmacy's biggest nightmare is losing a primary prescriber. In the Summer of 2018, Magnolia Pharmacy was notified that the doctor in our building − and largest prescriber in our town − was closing due to hospital contract issues. Sadly, we had just hired a new pharmacist the previous month, and we began to investigate ways to prevent a dramatic reduction in our prescription business.

We had heard about Refills on Time in the past, but never took time to incorporate it into our workflow. Trying to prevent sales decay, we assigned a technician one day a week to call every patient on the Refills on Time report to generate every possible prescription we could capture to make up for our prescriber loss. Surprisingly, instead of sales declining, we grew in prescription fills after the clinic closed. In addition to calling patients for needed refills, we asked about filling other prescriptions, offered OTC medications and immunizations, and educated and enrolled many of these non-compliant patients on our medication synchronization program. After several months of this process and refining our call procedure through Guided Growth, we not only continued to grow in prescription count, but focused our limited hours each week on capturing the most profitable prescriptions to impact our bottom line. Because of the success of Refills on Time, these weekly calls will always be a part of our workflow.

Steve Hoffart, PharmD

The Guided Growth Directive As more of our members continue to grow their profits using RxCOMPASS, our staff continues to analyze and refine guidelines to guarantee they support operational efficiency and drive growth. Our Guided Growth directive nurtures patient relationships, grows med-sync enrollment and improves pharmacy profitability.

Using the Refills on Time report, 28 participating member pharmacies have together captured more than $1.43 million in aggregate revenue and 20,000 prescriptions. Of those 28 participants, 16 stores are now following the Guided Growth directive. The gains these stores are capturing in comparison to all other known utilization methods are significantly greater. As demonstrated by Magnolia Pharmacy, implementing Guided Growth leads to a return that is more profitable per period, per patient, per call and per minute.

Our groundbreaking RxCOMPASS platform integrates with most pharmacy management systems and is provided FREE to qualifying American Pharmacies members.

Visit www.aprx.org to learn more!

Dec. 19, 2018

Welcome to The Navigator, the new monthly newsletter for RxCOMPASS, our industry-leading pharmacy analytics program. Each monthly edition will feature news and performance milestones, as well as helpful tips and insights.

Update Your Refills-on-Time Report SubscriptionEach new RxCompass user receives a default set of 8 reports by email subscription:

• 2 Daily: Daily Performance and Questionable Claims, • 2 Weekly: Weekly Performance and Refills on Time, and • 4 Monthly: New Patients, Missing Patients, Top Prescribers, and Star Ratings Scorecard.

With the exception of the two daily reports and the Weekly Performance report, you can add/remove and adjust the frequency and parameters of your reports via the Subscription Center tool. Using our Guided Growth directive, APRx analyzed the Refills on Time report to ensure that it maximizes your return. We recommend making the following changes to your ROT report subscription:

• Fill Operator: >= greater than or equal to• Number of Scripts: 2• Change the day you receive the report to

Tuesday or WednesdayNote: The goal is to begin outreach the day you receive/run the report so no opportunity is missed for patients on the outreach list to fill applicable Rxs.

• Leave all other parameters as-is

Your APRx PBC can assist you with updating report subscriptions onsite, or change requests can be sent to your FDS consultant. We will continue to evaluate the success of Guided Growth and will be expanding the directive to include additional reports in the future.

RxCOMPASS Gains as of November 2018 RxCompass enrollment now exceeds 250 APRx member pharmacies! Users continue marked success using the Refills on Time report, capturing high-value opportunity while simultaneously addressing Star Ratings performance, boosting Rx volume and profitability, growing med sync and auto-refill enrollment, and evolving patient relationships. The Latest Gains Detail:

• 25 Stores Reporting Gains• 19K Fills• $1.36M Revenue• $220K Gross Profit

Additionally, 6 stores reporting outreach detail have captured the following:• 50.1% Call Answer Rate• 0.8 Gained Fills per Call Placed• 2.6 Minutes in Outreach per Gained Fill• 2.1 Minute Average Call Length• $4.80 in Gross Profit per Minute of Outreach

The value of targeted personal patient outreach is apparent, and the gains are so significant that users are averaging strong return per call placed while truly optimizing time spent. Consider adding the Refills on Time report to your workflow and ask your APRx PBC about our Guided Growth directive. It was developed and refined with efficiency in mind, and the resulting ROI is powerful!

If you have technical questions about the RxCOMPASS portal or how to use the program, please contact the RxCOMPASS support team: 877-244-2305 | [email protected]

Your APRx Board

Mike Muecke, R.Ph.Chairman

Alton Kanak, R.Ph.Vice Chairman

Joe Ochoa, R.Ph.Secretary/Treasurer

Lynn Everett, R.Ph.Steve Hoffart, Pharm.D.Vance Oglesbee, R.Ph.

Bruce Rogers, R.Ph.

Ben McNabb, PharmD

The Bottom Lineon Adherence

How a Texas Pharmacist Used Our RxCOMPASS Platform

to Boost Patient Outcomes –– and His Profits, Too

Love Oak Pharmacy is a thriving, innovative practice in a small town 100 miles west of Fort Worth with a deep commitment to patient adherence. American Pharmacies is proud that owners Ben and Heather McNabb are members and congratulates Ben for winning NCPA’s 2018 Outstanding Adherence Practitioner Award!

Ben has taken the non-adherence challenge head-on with innovative compliance packaging and powerful data analytics created by American Pharmacies and FDS to identify non-adherent patients. As Ben’s dedication contin-ues to pay off for his patients, our RxCOMPASS software continues to drive healthy gains in his pharmacy’s rev-enue. Using the RxCOMPASS Refills on Time Report, Ben’s staff has conducted 540+ hours of patient outreach and gained more than 7,000 fills and $500,000 in revenue while improving patient adherence and Star Ratings.

“RxCompass has been a huge asset in keeping our patients adherent and our business profitable,” Ben said. “It helps us prioritize our patient outreach by prescription value. That helps us achieve the highest ROI possible for each call. And the results are easily measured, which gives me peace of mind that our time is well-spent.”

Powered by FDS’ MYDATAMART, RxCOMPASS enables you to: ▪ Pinpoint high-value patients for targeted outreach;▪ Monitor Star Ratings & ID non-adherent patients by plan;▪ Identify top prescribers & patient groups for focused

marketing efforts;▪ View high-level business data & drill down for details;▪ Build & export custom reports;▪ Calculate the post-rebate profitability of specific NDCs; and▪ Compile detailed ROI reports on adherence outreach.

The Refills on Time report tracks the timeliness of all refill activity and offers a variety of metrics for prioritizing patient outreach, optimizing time and maximizing ROI. This data-driven outreach nurtures patient relationships, grows med-sync enrollment and improves pharmacy profitability.

Our groundbreaking RxCOMPASS platform integrates with most pharmacy management systems and is provided FREE to qualifying American Pharmacies members.

Visit www.aprx.org to learn more!

*All profit values are pre-rebate.

Love Oak Pharmacy’s Results

Data Analytics to Boost Performance, Profitability & Overall Business Health

NATHAN RAWLS // Director of National Accounts 956-497-9823 | [email protected]

KRISTIN DEFELICE // National Account Manager 210-438-3710 | [email protected]

TOREY ECKHARDT // National Account Manager 614-432-5803 | [email protected]

CHRIS BENEST // Strategic Account Manager 903-244-4480 | [email protected]

BRANDON BEAVERS // Pharmacy Business Consultant 405-465-1791 | [email protected]

RAUL DEARMAS // Pharmacy Business Consultant 786-423-6535 | [email protected]

COOPER FOSTER // Pharmacy Business Consultant 512-786-0481 | [email protected]

AUSTIN ZOOK // Pharmacy Business Consultant 210-289-3964 | [email protected]

JEFF JACOBS, CPhT // Pharmacy Operations Manager 682-444-9447 | [email protected]

If you have technical questions about the RxCOMPASS portal or how to use the program, please contact the RxCOMPASS support team: 877-244-2305 | [email protected]

802 N. Carancahua, Ste. 1830 Corpus Christi, TX 78401877-634-5445 (office) 361-887-6111 (fax)www.aprx.org

To learn more about the power of RxCOMPASS and to schedule onsite training, contact your APRx Pharmacy Business Consultant today.

CONTACT US

Ad-Hoc Reporting

Profit Estimator ROI Calculator Named Groups

Subscription Center

Enter a specific NDC or Rx number to determine a range of profitability after rebate.

Enter Rx numbers captured from personal outreach to determine overall financial gain.

Create custom patient, prescriber, drug, or plan groups for targeted application within various reports.

Create custom reports from a vast library of data points.

Generate customizable subscriptions to receive emailed reports.

Daily Performance

Refill

Refills on Time Missing Patients

Top PrescribersReturn to Stock

A recap of business from the previous day, including remaining actionable opportunities.

Pinpoint your top 20% prescribers by volume, revenue and/or ZIP code.

Identify returned prescriptions by patient or drug.

Patients with fill activity over a specific period who have not returned to fill.

A breakdown of patients who refilled late or not at all.

A list of refills coming due to help drive continuity in patient therapy and determine required inventory.

Michael McIntosh, Owner Pharmax Partners, Inc. & Schroeder Drugs | Missouri

FREQUENTLY USED TOOLSFREQUENTLY USED REPORTS

“We wanted to verify a certain prescriber or practices writing trends pertaining to CIIs, especially opioids, then compare those trends to other prescribers of similar size in our region. We would’ve had to log into every single location and pull all prescriber information. The data dumps would’ve been enormous and time-consuming to get from each location. We were able to make a decision on how to treat this prescriber/practice armed with data from existing prescriptions.”

All active APRx shareholders are eligible to enroll in RxCOMPASS after meeting the following criteria: � Your pharmacy management system integrates with RxCOMPASS.

RxCOMPASS is compatible with these systems: Best Rx, CarePoint, Cerner, Computer-Rx, Key Centrix, Liberty, LPS, Micro Merchant Systems, PDX, PioneerRx, QS1, RX 30, and SRS.

� Your pharmacy receives daily price updates from AmerisourceBergen®

WHAT IS RxCOMPASS? ELIGIBILITY & ENROLLMENT

RxCOMPASS is the industry-leading pharmacy analytics program that provides the business intelligence needed to improve your pharmacy’s performance and profitability. Managed by American Pharmacies (APRx), RxCOMPASS offers a vast library of reporting options, including dashboards, pre-formatted reports and a custom ad-hoc reporting tool.

This web-based platform analyzes daily claims data from your pharmacy’s management system to identify key dispensing trends, high-value patients and income opportunities, empowering you to improve adherence and profitability.

RxCOMPASS provides APRx powerful tools to monitor plan reimbursement, profitability and operational performance so we can develop solutions to help grow revenue and profits for our members.

Our groundbreaking RxCOMPASS platform integrates with most pharmacy management systems and is provided FREE to every qualified APRx member.

Several participants reported outreach details specific to call volume and time spent, resulting in the following performance benchmarks:

Following 186 distinct periods of use, 20 participating APRx member pharmacies have together captured more than $1.17 million in new revenue and more than 16,500 total fills! These gains – achieved through targeted patient outreach – improved medication adherence and Star Ratings for these pharmacies, grew med sync and auto-refill enrollment, boosted volume and profitability, and strengthened patient relationships.

Opportunities are identified weekly in an emailed report, which users prioritize by patient value to determine the order of outreach. While all patients are of value, the limits on your outreach time mean you must contact patients who need clinical intervention and also drive business growth based on that intervention. Our 20 highlighted users achieved both of those objectives, producing these results (all profit values below are before rebate):

Here are some of the stronger performance highlights from individual weeks of this targeted outreach: � Two pharmacies each completed 52 periods of outreach. One captured

$303,000 in total revenue and 3,503 total prescriptions, the other $167,000 in revenue and 2,779 prescriptions. Each pharmacy averaged more than 2 gained fills per patient.

� One pharmacy gained $10,000+ in seven different weeks, including $19,000 in one week.

� Two pharmacies each gained 184 fills in a week.

� Three pharmacies earned $2,000 in gross profit at least once; one gained $3,000 in one week.

� One pharmacy captured 63 prescriptions in 40 minutes of outreach, averaging 1.5 gained fills per call.

� Several pharmacies averaged more than 3 gained fills per patient in multiple weeks.

GAINED FILLS PER PERIOD88

GROSS PROFIT PER PATIENT$21

GROSS PROFIT PER Rx$10

GROSS PROFIT PER PERIOD$973

REVENUE PER PATIENT$138

REVENUE PER PERIOD$6,300

GPM15.43%

REVENUE PER Rx$70

GAINED FILLS PER PATIENT1.95

ONE MILLION DOLLARS PROVEN OUTREACH DETAILS

Your most precious resource is time, so we developed the Guided Growth Directive to help you develop the operational efficiency to drive measurable growth.

Guided Growth supports patient outreach initiatives and is statistically proven to address adherence and Star ratings, med sync and auto-refill enrollment, Rx volume, and profitabilty.

Participants who transitioned from the previous method to the Guided Growth method saw significant improvement in their rate of return.

Pharmacy 1 � Distinct periods 3 fewer than before Guided Growth � Gained fills +50.3% � Gained fills per period +61.1% � Patients who filled +51% � Total revenue +20.2% � Total gross profit +18.1% � Gross profit per period +26.6% � Average gains per week over 18-week period 121

Pharmacy 2 � Distinct periods 20 fewer than before Guided Growth � Gained fills +61% � Gained fills per period +38.3% � Total revenue +74% � Gained revenue per period +68.2% � Gained revenue per Rx +21.6% � Gained revenue per patient +26.3% � Total gross profit +59% � Gross profit per period +33.4%

APRx PBCs FDS ConsultantsProvide platform expertise and onsite training.

Provide general training, platform expertise and technical assistance.

Training Video LibraryUtilization PlaybookAn in-depth instructional document detailing various reporting options and tools. The document is regularly updated and available via the APRx website.

Available 24/7 via the RxCOMPASS website, this library includes multiple training tutorials.

If you are using the Refills on Time report but are not following the Guided Growth Directive, contact your APRx pharmacy business consultant to schedule a review. Your PBC will be happy to discuss the methodology with you and recommend changes in your email report subscription. FDS also offers technical support to RxCOMPASS users.

SUPPORT TOOLS

Benjamin McNabb, PharmD, Owner Love Oak Pharmacy | Eastland, TX

"RxCOMPASS is a powerful data analytics tool that helps my team proactively increase script volume and profitability. Notably, the "Refills on Time" report helps us target patients with medication adherence issues while focusing outreach on the most profitable scripts first. The results are extremely measurable, which helps me justify the time spent on staff outreach. Also, I have discovered the custom ad-hoc reporting tool is very useful when analyzing our dispensing history to identify high-profit margin opportunities so we can pursue a higher average gross margin per script. RxCOMPASS reflects the industry shift from the passive or reactive pharmacy business model to a more proactive, patient-centered and profit-maximizing model."

& RESOURCES

GUIDED GROWTH METHODOLOGY GUIDED GROWTH GAINS

(PBC)

contents...* generic rebates are reflected in the sold at a loss section of the dpr and wpr only....

Documents