PharmCRM
A Comprehensive SaaS Pharmacy CRM Platform
Tech Stack
Introduction
With over five years of rapid growth across various pharmacy types—clinical, hospital-based, ambulatory, and specialty—existing CRM systems often fell short in delivering a unified, customizable, and scalable solution for diverse pharmacy workflows.
Recognizing this gap, Perigeon developed a robust SaaS-based Pharmacy CRM, PharmCRM, delivering an all-in-one solution for EHR integration, Rx workflow, prior authorization, delivery, billing, clinical encounters, marketing campaigns, and more, all within a highly adaptable and secure platform
Client Background
Our client, a fast-growing healthcare and pharmacy network operating across clinical, hospital, ambulatory, and specialty pharmacy settings, faced a challenge, their existing CRM and operational tools were fragmented, difficult to customize, and could not keep pace with their rapid growth.
They needed a centralized, flexible, and secure platform that could streamline prescription workflows, improve provider engagement, integrate with EHR systems, and scale as their business expanded.
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The Challenge
- Multiple disconnected tools for prescription management, marketing, and provider communication.
- No unified system to track prior authorizations, deliveries, and billing in one place.
- Inefficient manual processes, especially in managing high prescription volumes.
- Difficulty integrating with existing EHR systems and external communication channels.
Our Approach
Perigeon partnered with the client to design and develop a SaaS-based Pharmacy CRM—PharmCRM—tailored to their workflows, compliance needs, and scalability goals.
We used an ASP.NET Core, an open-source web development framework | .NET core architecture with SQL Server, RabbitMQ, RadisCache, Quartz API and Azure cloud hosting to ensure performance, reliability, and security. The solution was built iteratively, with real pharmacy user feedback shaping feature development in agile sprints.
Solution Highlights
01
Popular EHR Integrations
- Seamless connectivity with leading EHR systems such as Epic, Cerner, Allscripts, NextGen, Athenahealth, eClinicalWorks, and Meditech.
- Ensures real-time synchronization of patient records, lab results, prescriptions, and treatment plans.
- Supports bidirectional data flow to reduce manual data entry and eliminate duplication errors.
02
Remote Patient Monitoring (RPM) Module
- Integration with RPM devices for chronic disease management (blood glucose monitors, BP cuffs, pulse oximeters, smart inhalers).
- Automatic patient data capture for continuous health monitoring.
- Alerts and notifications for abnormal readings, enabling proactive intervention.
03
Patient Information & Management Module
- Comprehensive patient demographics, contact details, and medical history.
- Centralized health records, including current medications, treatment plans, allergies, and lab reports.
- Streamlined patient enrollment and onboarding process.
- Secure storage compliant with HIPAA and GDPR standards.
04
Workflow Automation & Management Module
- Automates repetitive business processes such as prescription follow-ups, refill reminders, and prior authorization requests.
- Synchronization tools for cross-department updates.
- Task tracking dashboards to ensure timely completion of critical actions.
05
Sales Rep Engagement & Performance Module
- Records all sales visits, question-answer interactions, and follow-up actions.
- Provides insights into territory performance, visit frequency, and conversion rates.
- Supports goal setting, KPI tracking, and performance analytics to boost productivity.
06
Clinical Documentation & Management Module
- SOAP-based documentation for patient encounters.
- Secure repository for clinical notes, test results, and treatment plans.
- Quick search and retrieval of historical patient records for better continuity of care.
07
Provider Management Module
- Centralized database for provider profiles and credentials.
- Efficient onboarding with automated document submission and verification.
- Provider request tracking and streamlined communication channels.
08
Specialty Care Management Module
- Tracks specialty drug utilization and patient-specific risk factors.
- Monitors treatment outcomes and adherence rates.
- Collects patient feedback for continuous care improvement.
09
Campaign Management & Automation Module
- Build and execute marketing campaigns with custom forms, landing pages, and email/SMS templates.
- Lead nurturing workflows to engage healthcare providers and patients.
- Built-in analytics to measure campaign performance and ROI.
10
Drug & Medication Management Module
- Integrated drug database with ICD-10 coding and allergy information.
- Categorization of drugs (Star 1, Star 2) for formulary management.
- Medication tracking for adherence monitoring and adverse reaction alerts.
11
Delivery & Logistics Management Module
- End-to-end tracking of prescription deliveries, packages, and bundles.
- Manifest creation for bulk shipments.
- Route optimization to improve delivery speed and reduce operational costs.
12
Comprehensive HR Solutions Module
- Employee lifecycle management, from recruitment to exit.
- Timesheet tracking and attendance monitoring.
- Recruitment pipeline tracking for pharmacy and healthcare roles.
13
Partner Ecosystem Management Module
- Centralized partner directory for attorneys, employers, funding companies, pharmacies, and more.
- Data deduplication tools to maintain clean partner records.
- Tracks partner engagements, agreements, and performance metrics.
14
Wellness & Patient Rewards Module
- Incentivizes healthy lifestyle choices by rewarding patients for adherence and engagement.
- Points redeemable for wellness products and services.
- Encourages ongoing patient participation with gamification elements.
Transform Your Pharmacy Operations Today
Unlock the power of PharmCRM to streamline workflows, improve patient care, and scale your pharmacy network with a secure, customizable, and future-ready SaaS platform.
PharmCRM Case Study
Architecting the Definitive Multi-Tenant Pharmacy Enterprise Platform
PharmCRM is a next-generation, multi-tenant Pharmacy Management & CRM platform designed to streamline operations, eliminate manual workflows, and enhance care delivery across modern pharmacy ecosystems.
Built on .NET Core and Azure, PharmCRM streamlines prescription workflows, reduces errors, and improves real-time communication across providers, pharmacists, and patients. Perigeon helped Valcare modernize their legacy system into a scalable, automated, and compliant multi-location pharmacy platform.
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Setup
Client Background
Valcare Systems is a pharmaceutical tech product company with a multi-location, multi-workflow approach. They needed a unified platform to replace old systems, reduce manual work, and centralize core pharmacy operations.
Their existing CRM and operational tools were siloed, inconsistent, and unable to scale with growing demands. The need was clear:
A secure, scalable, cloud-based pharmacy enterprise system capable of managing prescriptions, compliance, inventory, refills, billing, reporting, and 360° patient communication.
The Challenge
The client faced multiple operational and technical barriers:
Fragmented systems leading to duplicate records and slow workflows
Manual data entry causing recurring errors
Poor visibility across pharmacy operations
Limited automation for refills, reminders, audits
Lack of compliance alignment and tracking
Technical
Operational
Legacy architecture not suitable for scaling
No multi-tenant structure
No real-time data sync or centralized reporting
No role-based access or HIPAA-aligned security measures
No reliable API framework for third-party integrations
System Architecture & Technology Stack
Application Framework
.NET Core 9, Web API, MVC Microservice
Data Layer
SQL Server with tenant-level
isolation
Communication Suite:
- Twilio SMS (patient notifications, refill reminders, alerts)
- Twilio Bot Calls (automated voice alerts)
- Twilio IVR + IVR menu flows for pharmacy SR routing
- Twilio IVR + speech bot for answering delivery/PA status
- SRFax for email-to-fax and EHR fax routing
- SRFax support for Prior Authorization and payer communications
- SRFax integration with SRFax print history audit logs
- SRFax integration for Federal/State pharmacy compliance
EHR Integrations:
- Rx30 SOAP API
- Athenahealth REST + SOAP hybrid connectors
- NextGen Healthcare integration
- AdvancedMD integration
- Athenahealth patient med feeds for PA/MedRecon mapping
- Integrates patient, allergy, meds, SOAP notes, and clinical reconciliation
- Supports EHR data ingestion with “EHR-based pharmacy patient SOAP components”
Carrier Delivery APIs:
- FedEx
- USPS
- UPS
- Supports delivery status, shipment tracking, and label generation
- Supports delivery SLA with “delivery module milestones”
Compliance-Friendly Design
Audit trails, encrypted document storage, HIPAA-aligned tenant layers
Process Framework
Agile Sprint Delivery, 2-week sprints, CI/CD pipelines
Perigeon's Solution:
PharmCRM - A .Net Core/Azure Enterprise Engine
Perigeon developed PharmCRM using a .Net Core backend and SQL Server database, deployed within Azure. The implementation of Azure Tenant Management was pivotal, establishing the system as a secure, scalable commercial Enterprise Application.
The platform incorporates the full suite of modules (including Patient, Rx Workflow, Clinical Workflow, Sales Reps, Provider, Specialty, Campaign, Referrals, Drug, Billing, Compliance, Hub, Manufacturer, Delivery, HR, Reports, Payors, Partners, Wellness, Project, Business, and Setup), covering the complete functional scope of the pharmacy business.
I. End-to-End Pharmacy Operations Lifecycle (Six Key Phases)
This automated lifecycle management is the central innovation, ensuring high efficiency from prescription intake through patient follow-up:
| Workflow Phase | Modules in Snapshot | Key Function & Technology |
|---|---|---|
| 1. Intake & Review | Provider, Rx Workflow, Clinical Workflow | Prescription receipt and initial clinical review. Integrated with EHR systems such as Rx30, Athenahealth, NextGen, and AdvancedMD to pull clinical data and ensure SOAP component documentation. |
| 2. Specialty & Drug Prep | Specialty, Drug | Manages specialty drug enrollment, inventory, and clinical data using an integrated Drugs Bank. Also performs Medication Reconciliation (MedRecon). |
| 3. Financial Clearance | Payors, Billing, Compliance | Prior Authorization (PA) management, Health Card validation, and secure external document exchange using SRFax (Email-to-Fax). |
| 4. Fulfillment & Logistics | Delivery, Hub, Manufacturer | Final-mile delivery tracking integrated with FedEx, UPS, USPS. Manages manufacturer-specific compliance and inventory requirements. |
| 5. Patient Communication | Campaign, Patient | Confirms prescription receipt and delivery using Twilio (SMS/IVR) for real-time alerts. |
| 6. Monitoring & Adherence | Containerized microservices | Facilitates Remote Patient Monitoring (RPM) by tracking patient outcomes and sending automated adherence reminders via Twilio Bot Calls. |
II. Comprehensive Enterprise Modules (Administrative & Reporting)
The remaining modules confirm PharmCRM’s status as a full Pharmacy Operating System:
| Module in Snapshot | Core Enterprise Function | Value to Tenant (e.g., Citizen Pharmacy) |
|---|---|---|
| Reports, Business, Setup | Centralized analytics, system configuration, and business logic controls. | Provides actionable data via SQL Server queries; configuration managed securely via Azure Tenant Management. |
| Sales Reps, Partners, Referrals | Commercial relationship management, tracking inbound business, and partner performance. | Core CRM functionality to drive business growth and manage referral networks. |
| HR (Human Resources) | Internal staff management, training tracking, and compliance record-keeping. | Consolidates key back-office operations within the platform. |
III. Methodology and Quality Assurance (The Process) ⚙️
Perigeon employed a rigorous approach to ensure high quality and rapid feature delivery:
Agile Process
The project was managed using an Agile methodology (Scrum/Kanban hybrid) characterized by short development cycles, continuous feedback, and responsive prioritization. This allowed Valcare Systems to frequently review and guide the product roadmap.
Quality Assurance (QA) Process
A dedicated QA team was integrated into every sprint cycle, focusing on three key areas:
- Functional Testing: Verifying that all 20+ modules (e.g., Clinical Workflow, Billing, HR) performed as specified in the user stories.
- Integration Testing: Rigorously testing data flow and security across all critical external touchpoints (EHRs, Twilio, Shipping APIs).
- Regression Testing: Automated testing to ensure new feature releases did not compromise the stability or data isolation of existing tenant environments.
Reliability & Business Impact Summary
Faster Pharmacy Workflow Efficiency
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Automation of orders, fills, verifications, and communication reduced manual effort significantly.
Reduction in Operational Errors
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%
Automated data validation minimized human discrepancies.
Enhanced Provider–Patient Experience
Integrated communication improved clarity and reduced prescription delays.
Scalable Multi-Tenant Foundation
Enabled onboarding of multiple pharmacy groups with independent configurations.
Centralized Reporting
Gave owners visibility into daily, weekly, and monthly performance KPIs.
SaaS Model Impact for Valcare
Multi-location pharmacy scaling made simple
Improved monitoring across tenants and departments
Centralized supervision for refill workflows, audits, and pharmacist queues
Compliance strengthened across all touchpoints
Key Perigeon Expertise in This Project
SaaS platform modernization
Cloud-native transformation
Deep experience in healthcare workflows
Secure CRM + pharmacy ecosystem development
Data-driven pharmacy automation
PharmCRM
Fast, Secure, and Always Connected
PharmCRM’s mobile app gives pharmacy teams instant access to customer data, orders, and workflows—ensuring smooth operations from store to doorstep.
Key Capabilities
Clean and intuitive mobile UI for daily pharmacy tasks
Secure role-based access for staff, pharmacists, and admins
Real-time updates on orders, deliveries, and stock movements
Customer profiles, prescriptions, and logs accessible anytime
Fully optimized for Android devices
Frequently asked questions
What makes PharmCRM different from other pharmacy CRM systems?
PharmCRM is purpose-built for modern pharmacy operations, not a generic CRM adapted for healthcare. Unlike traditional systems, it unifies EHR integration, prescription workflows, prior authorizations, delivery logistics, billing, clinical encounters, HR, and marketing into a single, scalable SaaS platform. Its modular architecture allows pharmacies across clinical, hospital, ambulatory, and specialty settings to customize workflows while maintaining compliance and performance as they grow.
Can PharmCRM integrate with EHR/EMR systems?
Yes. PharmCRM is designed with seamless EHR/EMR integration in mind. It integrates with existing electronic health record systems to enable smooth data exchange for prescriptions, clinical encounters, and provider information—reducing manual entry, minimizing errors, and improving care coordination across pharmacy and clinical teams.
Does PharmCRM support controlled substance monitoring?
Absolutely. PharmCRM supports controlled substance management by tracking prescriptions, monitoring adherence, and maintaining audit-ready records. The platform helps pharmacies meet regulatory and compliance requirements while providing visibility into medication usage, refill patterns, and potential risks.
Can PharmCRM automate prescription refills?
Yes. PharmCRM streamlines and automates prescription refill workflows, reducing manual intervention and administrative burden. Automated tracking, alerts, and workflow triggers help pharmacies manage high prescription volumes efficiently while improving patient adherence and satisfaction.
How secure is the platform?
Security is a core design principle of PharmCRM. The platform is built on ASP.NET Core architecture, hosted on Azure Cloud, and backed by SQL Server, ensuring enterprise-grade reliability and data protection. Secure access controls, encrypted data handling, and compliance-focused architecture help safeguard sensitive patient, provider, and operational data.
Does it support multi-location pharmacy operations?
Yes.
PharmCRM is built to support multi-location and multi-entity pharmacy networks. It enables centralized oversight while allowing location-specific workflows, reporting, and user access—making it ideal for fast-growing pharmacy organizations operating across multiple clinical and specialty settings.
How customizable is PharmCRM?
PharmCRM is highly customizable. Its modular, SaaS-based architecture allows pharmacies to tailor workflows, business logic, reporting, and integrations to their specific operational needs. Continuous enhancements driven by real pharmacy user feedback ensure the platform adapts as business requirements evolve.
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