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April 2025 - Expand your services with the CVT

Updated


Workflow Services by ImageMover

We have some news to share.

Workflow Services Product Update and Newsletter Vol. 6 April 17, 2025

Workflow Services is committed to meeting the needs of our customers. We listen carefully to feedback you share and make updates as quickly as we are able. This newsletter will help you stay informed of new features in our platform and keep you updated on industry news. 

In this issue you will learn more about the following:

  • Clinical Visit Template Use Cases
  • System Updates 
    • Billing Preview Page Update
  • Education
    • Contracting and Credentialing Webinar

MAKING A DIFFERENCE

💡 Expand Your Services with the Clinical Visit Template (CVT)

The Clinical Visit Template (CVT) is a flexible, customizable tool that empowers pharmacists to document clinical encounters and submit medical claims when appropriate. It’s ideal for capturing services that don’t currently have built-in workflows—and turning everyday interactions into billable opportunities.

Use Cases for the CVT Include:

  • Minor Ailments: Easily document and bill for common conditions like cold sores, allergic reactions, or insect bites—things your patients regularly ask about but may not fit into a traditional workflow.
  • State Protocol or CPA Services: Use the CVT to support services allowed under your state’s protocols or collaborative practice agreements such as travel health.
  • Chronic Disease Management: Track patient care services like medication management, follow-ups, and lifestyle counseling for chronic conditions such as diabetes, asthma, or hypertension.
  • Anything Else That Makes Sense: The CVT is designed to fit your pharmacy’s unique offerings. Whether it's wellness consultations, OTC recommendations, or health coaching, if you’re providing value to patients, the CVT can help you capture and bill for it.

CVTs work for both cash-pay and insurance-billed services, giving you the flexibility to build the services your community needs most.

📘 Ready to start? Use the Clinical Visit Template Builder User Guide to create templates tailored to your pharmacy today!

SYSTEM UPDATES

🛠Upcoming Changes to the Billing Summary Page 

To support more accurate and up-to-date claim statuses, we’re rolling out an important update to the Billing Summary page in Workflow Services Workflows.

What’s New:
Pharmacists will now be required to select a method of payment before proceeding to the next screen in the workflow. This update is designed to help ensure billing details are captured clearly and consistently.

  • For Cash Services, the options will be:
    • Bill patient’s credit card
    • Mark as paid
       
  • For Insurance Billing, the options will include:
    • Charge credit card
    • Mark as paid
    • Defer payment

To support these changes, we’ve also added clearer pop-ups and reminder messages about collecting credit card information and choosing a payment method.

Why This Matters:
Keeping a credit card on file is strongly encouraged for all patients. Workflow Services is not able to assist in recovering payment for services that include patient responsibility if no credit card is on file.

These changes aim to reduce payment issues, improve workflow accuracy, and ensure smoother claim processing for your team.

 

EDUCATION

Webinar Spotlight: Navigating Payer Contracts with Lucas Smith, PharmD

Join us for an insightful webinar featuring Lucas Smith, PharmD, of Salida Pharmacy & Fountain and Buena Vista Pharmacy, as he shares his firsthand experience securing contracts with payers. Lucas will walk through the challenges he faced, strategies that worked, and tips for pharmacies looking to expand their payer networks. This session will offer real-world lessons from the front lines of pharmacy contracting. Don’t miss this opportunity to learn from one of Colorado’s leading pharmacy owners!

April 30, 2025
9am CST
Register here.

Thank you for staying up-to-date with the latest Workflow Services enhancements. We're excited to keep enhancing our offering to meet your needs and streamline your workflow. As always, don’t hesitate to reach out via the email below with questions or drop by our office hours for personalized assistance.

                                 

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