This post is Part 3 of a 3-part series adapted from the BestRx Tips & Tricks session at the Connect 2025 Pharmacy Conference. In Part 1, we covered dispensing features. In Part 2, we discussed patient engagement tools, and here in Part 3, we focus on claims, customization, and team resources.
You didn’t go to pharmacy school to get an MBA, but after a few years in the business, you probably know your way around operations.
As much as pharmacists put patients first, pharmacy is still a business—and maintaining that business means staying on top of behind-the-scenes tasks like finances, compliance, and team coordination.
But the business is always changing, and the to-do list is always growing. How can you keep your patients and your business healthy at the same time?
BestRx doesn’t just build tools to help with scripts and service. We also support what happens behind the scenes: managing claims, avoiding costly mistakes, and customizing your team’s workflow.
To that end, here are some of our favorite tools to help better your business:
No matter how much you prioritize patient care, you still have bills to pay. Getting reimbursed accurately—and on time—is key to keeping the lights on.
BestRx offers a few hidden gems that help you catch claim issues early, improve reimbursements, and avoid surprises at the register.
Sometimes you need to recover extra costs, whether that’s an admin fee for handling special insurance plans or a charge for clinical services you provide.
Adding these fees manually can be a slog and leave room for error. That’s why BestRx lets you set flat fees or percentage-based add-ons that automatically apply to eligible prescriptions.
In other words, you can get paid without all the extra paperwork.
How to use it:
If you’ve ever been overwhelmed by alert pop-ups during a busy day, you know how easy it is to get alert fatigue and miss the important warnings.
BestRx helps you customize which DUR alerts show up and how serious they need to be before you see them. That way, you focus on what really matters without getting bogged down by noise.
How to use it:
Want our number? Some insurance payers require the software vendor ID on claims for processing reimbursements. Forgetting to fill in that little box can cause delays.
BestRx lets you add this ID easily so your claims sail through payers and you get reimbursed even faster.
How to use it:
No two team members are exactly alike, and neither is the way they use software. BestRx helps establish roles, responsibilities, and custom views for team members so everyone stays on the same page.
Here are a few ways to customize:
Every pharmacy’s workflow is a little different. Maybe your team needs to double-check allergies or dosage limits before filling a prescription, or maybe you want to reorder fields so your workflow feels smoother.
The Verify Screen customization lets you set which fields need to be checked and in what order so you get the right prompts at the right time.
How to use it:
Not everyone needs full access to every part of the software. BestRx lets you assign access rights based on roles, helps protect sensitive information, and keeps your team chugging along.
How to use it:
Instead of managing each user’s permissions one-by-one, you can group your staff into roles (like pharmacist, technician, or admin) and assign permissions by group.
It’s faster to set up, easier to manage, and makes sure everyone has the access they need to get the job done.
How to use it:
Even the most seasoned software users need a little help from time to time, whether it’s figuring out a new feature, troubleshooting a problem, or just trying to get a little extra backup on a new process
BestRx offers a few support options that can helping you as you’re going about your day to day:
New to a feature or troubleshooting an issue? The Help menu is your go-to spot for guides, FAQs, and articles (all accessible in the software).
How to use it:
Training new staff or brushing up on features doesn’t have to be a chore. BestRx offers on-demand videos that walk you through everything from basics to advanced tips. It’s ideal for onboarding or refreshing your skills whenever you need.
How to use it:
With BestRx, you get the tools to stay on top of claims, compliance, and team workflows so you can run your pharmacy your way.
And that’s a wrap on our series!
If you want to dive even deeper, RedSail Technologies’ annual Connect Pharmacy Conference is the place to be. It’s packed with tips, tricks, and hands-on training to help you get the most out of BestRx.
Here’s to taking care of your patients—and your business—with confidence.