Workflow Design
We learn how your team works and design the best way forward.
For Practice Leadership
Turn product care into a managed part of the practice.
Give patients better access to physician-selected products. Give the organization the visibility, consistency, and accountability it needs to run that program at scale.
The Opportunity
Products are a clinical decision. Treat them like one.
Eye-care practices recommend and sell products every day — supplements, lubricants, therapeutic drops, devices. Most practices manage this without any operational infrastructure. The process is inconsistent across offices. There is no clear picture of what is performing or where products sit organizationally.
This is not a retail problem. It is a clinical continuity problem. When a provider recommends a product, the practice should be able to ensure it is available, correctly priced, properly documented, and traceable — not because it is a business line, but because the patient experience depends on it.
iPothecary provides the operational infrastructure that turns an inconsistent product program into a managed, measurable part of the practice.
8 Active locations
124 Products managed
Sample Illustrative demo data
Contained Open recall status
Top performing locations
Strategic Capabilities
What leadership can act on
Physician-connected product selection
Providers select and recommend products within a structured catalog — not through informal memory or ad hoc instruction. Recommendations are recorded and traceable. Physician intent becomes part of the operational record.
Consistent offerings across every location
The same product catalog, pricing policy, and availability standards apply across all locations. A patient moving between offices encounters consistent product availability. New locations inherit established product standards without manual setup.
Organization-wide visibility
Leadership can see product performance, location activity, and overall program health without assembling reports. The operational record exists at the organizational level, not buried inside individual office workflows.
Safety and recall readiness
When a safety issue occurs, leadership can confirm that a response is underway and that affected inventory has been identified — without coordinating the investigation manually. The traceability exists because the operational record was built from day one.
Vendor relationship management
Manage vendor and manufacturer relationships at the organizational level — not office by office. Product sourcing, pricing agreements, and representative contacts are part of the system, not maintained separately by each location.
A foundation for direct patient access
For organizations ready to extend product access beyond the office, iPothecary provides the foundation. Product catalog and inventory records can support future patient commerce when the organization is prepared for it.
"This turns something we currently treat as miscellaneous retail into an organized, measurable, scalable part of the practice."
Patients receive physician-selected products consistently across all offices
Product programs operate with visibility, not institutional knowledge
Safety events have a documented, traceable response — not a manual scramble
The organization can scale without the product program becoming a liability
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.
See how iPothecary works for a multi-location practice.
We'll walk through the platform from an organizational leadership perspective.