Search
This post is part 1 of a 2-part series adapted from the PioneerRx Tips & Tricks session at Connect 2025. In Part 1, we focus on front-end tools and patient-facing workflows. Part 2 will cover back-end optimization, reporting, and financial tools every pharmacist should know about.
If there’s one thing we prioritize at PioneerRx, it’s innovation—and for users, that translates to new updates, new features, and new ways to use your software to max capacity.
But with so much to use and even more ways to do it, new users (and even seasoned pros) may find it hard to sift through their options: What features make a real difference in your workflow? What’s already been optimized, and what can you start using today to lighten your load?
At Connect 2025, we explored the must-have features and functionalities of PioneerRx and, more importantly, how you can implement them in your day to day.
So, straight from the session, here are some of our top tricks and tricks: from tried-and-true features every pharmacist needs to know to the latest drops even advanced users may not be using yet…
Let’s get the simplest tip out of the way first: If you want to build business, patients have to know about that business. In the session, we discussed a few ways you can use your PioneerRx system to get your pharmacy in front of more eyes:
New patients are more than just another name and DOB—and in your system, you can collect everything you need to treat them like it.
Use Reports > Report Designer to create New Patient packets that:
After patients complete their packets, you can simply scan and upload them into their profile under the Documents tab.
Bonus tip: Turn on Process Patient Categories on New Patients. This new setting applies patient-specific Categories (like “smoker,” “turning 65,” or “needs onboarding”) automatically when you hit Save, as opposed to overnight.
If there’s anything that kills a pharmacy’s workflow, it’s manual tasks that are better off automated. But thanks to two of PioneerRx users’ favorite features, these can be streamlined: Triggers and RxEdits.
A quick explanation of the difference between the two, which are often paired together:
In the case of patient intake, you can set up Triggers and RxEdits in Intake Station to take manual decisions off your team’s plate and build in logic that works behind the scenes.
You’ll use Boolean logic—basically, If/Then statements—to tell the system what to do in different situations. For example: If a patient is out of town or getting a compound, then ship UPS overnight. Just build the logic once, and let the system carry it forward.
You’ll find Rx Triggers under Care Plans, and once scanned into Intake Station, the document shows up in Incoming Documents and your Auto Categories kick in right away.
You’ll get real-time alerts so nothing falls through the cracks, and your team can keep things moving from order entry to POS.
Your Script Queues are constantly updating, but you’re probably not using them to their full potential.
In Fill Request > View, you can toggle between different views to organize your incoming scripts. This makes it easy to check balances or time refills for your sync patients so that you don’t lose time in the process.
You can also queue prescriptions directly outside the Fill Request View. If a patient calls in a refill, select the script and either right-click “Queue Checked” or use Action > Queue to send it to the Fill Requests tab.
From the Patient Profile, customize which fields you see—like fill history, reject messages, or previous NPIs—to troubleshoot rejected claims or compare submission data without extra clicks.
And speaking of rejections, the Reject Third Party Queue gives you real-time visibility into claim issues. Without ever opening a script, you can see the reject code, message, and the last claim submitted without slowing down your workflow.
A major theme of the Tips & Tricks session was getting more done in less time—and the best way to do it is to keep things moving even when you might be missing information.
If you’re in Data Entry and notice something needs a second look (like an unusual day supply or early refill), don’t stop what you’re doing or try to remember it later. Instead, just go to Tools > Create Task.
This creates a linked task that sends whoever you assign it to right back to that script—so they can pick up where you left off, with all the info they need. If you need to follow up, you can go to Location > My Location > Reports > Tasks to see completed tasks, who handled them, and any notes left behind.
Always leave a note when completing a task so there’s a clear record of what was done and why. You can do this using Rx Comments, which are especially helpful at the POS to bridge the gap between techs and your front end.
PioneerRx Tips & Tricks is always a fan favorite at Connect, and this year was no exception. Whether you made it or not, we hope that you’re able to take advantage of these features and use them to practice at the top of your license.
If you want even more action-packed tips in person, consider joining us next year at Connect 2026.
But the fun’s not over yet: Stay tuned for Part 2 of the PioneerRx Tips & Tricks series, where we’ll break down the back end features you need to know about.
