Workflow Design
We learn how your team works and design the best way forward.
Eye-Care Product Lifecycle Platform
Every product.
Every lot.
Every location.
iPothecary gives practices one operational system for the products they recommend, stock, sell, and manage — with inventory, lot, expiration, recall, and retail workflows connected across every location.
Multi-location Inventory
Lot & expiration Visibility
Recall-ready Records
One operational record
One system. Every team sees what matters.
iPothecary creates one operational record across products, locations, inventory, retail, and safety—then gives each team the view they need.
Operations
Know what’s happening at every location
See inventory, movement, receiving, transfers, and where attention is needed.
Explore Operations Practice Leadership
Run the whole practice from one view
Connect products, locations, inventory, and retail activity without fragmented workflows.
For Practice Leaders Finance
See what your inventory is doing
Understand purchasing, inventory held, product movement, and retail performance across the practice.
Explore Finance Compliance & Safety
Know exactly what was on the shelf
Maintain product, lot, expiration, and location records so your team can respond quickly when safety issues arise.
Explore Safety Manufacturers & Vendors
A cleaner path from product to practice
Give practices structured product information and build a clearer operational relationship after adoption.
Partner With iPothecaryThe Patient Experience
From recommendation
to purchase.
Keep the patient-facing product experience connected to the operational system behind it.
Recommend
Guide patients toward the products the practice chooses to carry.
Purchase
Keep the transaction connected to the right product and location.
Fulfill
Support the practice workflow for getting the product into the patient's hands.
Built around your operation
Software is only part of the implementation.
Every practice handles products differently. iPothecary works with your organization to understand how products are purchased, received, stocked, moved, recommended, sold, and managed when safety events occur.
System Configuration
Locations, products, vendors, roles, permissions and processes—configured for your operation.
Hardware & Setup
Kiosks, scanners, printers and devices deployed where your team needs them.
Training & Adoption
We train each team and help drive confident, day-to-day use.
Safety Readiness
We establish recall, hold, traceability and escalation workflows before you need them.
Optimization
We use operational data and feedback to improve performance and grow with you.
Implementation workflow
- 01DiscoverUnderstand your current product, retail, inventory and safety workflows.
- 02DesignConfigure locations, products, people, vendors and processes around your operation.
- 03DeploySet up software, scanning, labeling, hardware and operational workflows.
- 04TrainHelp each team understand the parts relevant to their role and responsibilities.
- 05OptimizeUse operational information and staff feedback to continuously improve.
Forward-Deployed Implementation Specialists
As iPothecary expands, forward-deployed implementation specialists will work alongside practice teams during rollout and optimization.
Product lifecycle
One connected lifecycle.
A product should not become disconnected information as it moves through the practice. iPothecary keeps its identity and operational history connected from onboarding through inventory, recommendation, sale, replenishment, and disposal.
- Product One trusted record
- Receive Barcode, lot, expiration
- Inventory Location and movement
- Recommend Practice-selected context
- Sell / dispense Connected transaction
Swipe to follow the full lifecycle →
Inventory operations
Know what is on hand—and what needs attention.
Give staff and leadership a shared view of inventory across every office, without treating each location like its own spreadsheet or reporting process.
- Location-level inventory by product and lot
- Expiration visibility from the receiving record
- Stock movement through transfers, holds, adjustments, and disposal
Product safety
When something changes, know where to look.
A recall notice becomes operational only when it can be connected to the products, lots, locations, inventory, and transactions the practice can actually investigate.
- 01DetectIdentify the affected product.
- 02MatchFind relevant lots and locations.
- 03ActDocument holds, review, and disposition.
Product intelligence
More than a name and a price.
Ordinary retail catalogs were not designed for healthcare products. Keep the operational context surrounding a product attached to the product itself.
- Clinical context
- How the product fits into practice-selected workflows.
- Vendor and sourcing
- Who supplies it and how the practice obtains it.
- Lot and expiration
- Inventory-level details preserved after receiving.
- Safety information
- Recall and product-safety records tied to the affected item.
Multi-office operations
Built for organizations managing multiple offices.
Standardize the product operation without forcing every office into a separate spreadsheet, inbox, or independent process. Retail activity stays connected to the inventory and location behind it.
- One shared product catalog
- Inventory and activity by office
- Transfers and replenishment context
- Focused local workflows
- Practice-wide leadership visibility
The right view for every role
One operational history. Many perspectives.
Clinical, operations, finance, compliance, and leadership work with different responsibilities—but the product information behind those decisions stays connected.
Product·Location·Inventory·Retail·Safety·Analytics
Operations Keep products moving. Manage receiving, transfers, inventory, and replenishment across locations. Explore Practice Leadership See the whole operation. Understand availability, performance, and emerging operational issues. Explore Finance Understand the economics. Connect purchasing, inventory, sales, and expiration exposure. Explore Compliance & Safety Trace and respond. Connect safety events to products, lots, locations, and history. Explore Manufacturers & Vendors Connect products to practices. Support better product information, safety communication, and relationships. Explore
Built for every role in your practice.One connected record. Tailored to how your team works.
Request a DemoSee all roles One operational connection
The practice remains at the center.
iPothecary connects the systems and records around the products a practice chooses to manage.
Manufacturers
& vendors
& vendors
Practice operations iPothecary
Patients &
retail workflow
retail workflow
Product safety & recall data
See how iPothecary connects the products your practice depends on.
Walk through inventory, product safety, retail operations, and multi-location management with us.