Switching compounding pharmacy suppliers: a transition plan for a clinic

Name who takes the order and who fills it.

What a published answer looks like: CompoundingFinder's record reads "The service ends at introduction; the clinic then deals with the pharmacy directly." Ironsail Pharma / ImpetusOne's reads "that relationship is with the platform rather than the filling pharmacy". AutoPilotRx's notes "the filling pharmacy varies by order".Source 1 Get in writing: the company you contract with, every pharmacy that may fill your orders, and who invoices you. A switch can change all three.

Confirm every state you order into.

What a published answer looks like: AutoPilotRx's record notes "state licensing shown per pharmacy". The Banyan Network's "Publishes the full list of states shipped to", with "the caveat that product-specific coverage depends on the partner filling the order". Fizy Health's reads "No state count is published."Source 1Get in writing: for each location, the pharmacy that will fill its orders and that pharmacy's license number for the state. Then check it yourself with our four-step license checkSource 9.

Map the route from sign-up to a first order.

What a published answer looks like: VitaRelay's record reads "Self-serve registration is offered alongside book a call." CLR RX's reads "Entry is a private demo request." The Banyan Network's states "many practices onboard and start ordering the same day", and adds "Entry is still a quote request rather than self-serve registration."Source 1Get in writing: every document the supplier needs from you, who verifies it, and the supplier's own estimate of the time from complete paperwork to an account that can order. Start while the old account is still in use.

Rebuild your order list in the new system.

What a published answer looks like: Fizy Health's record lists "one cart and one checkout across pharmacies, a medication catalog, favorites" and "auto-ship and refill reminders". AutoPilotRx's reads "States a single portal to compare and send prescriptions, with API access." The Banyan Network's reads "Order placement is still per partner pharmacy rather than one dedicated ordering portal."Source 1Get in writing: how a repeat order is placed, how many logins the team will hold, and whether a saved list can be set up before the first order. Our reorder guideSource 6 covers the second order.

Name your contact for a late or wrong order.

What a published answer looks like: CLR RX's record reads "accountability sits with the platform rather than a named contact". The Banyan Network's states "a single point of contact at Banyan across every pharmacy used" and adds "The roles are defined but no individual is named on the site."Source 1Get in writing: the contact route, the party that answers it, and how a problem is escalated. Put it on the team's contact sheet before the first order ships.

Get a price for your actual order list.

What a published answer looks like: Fizy Health's record reads "Pass-through is the pharmacy price rather than a per-clinic negotiated rate." VitaRelay's reads "No pricing is published; entry is book a call."Source 1Get in writing: a dated quote for the items and volumes you order now, every fee, shipping charges, payment terms, how you will hear of a delay, and the terms document you accept. Our RFP question templateSource 8 has the full question set.

Before week 1

Old supplier: Order as usual. List every recurring or auto-ship order and when it next runs. New supplier: Account open; steps 1 to 6 answered in writing. Your records: Start a switch file: the reason for switching and each written answer, dated.

Week 1

Old supplier: Order as usual. New supplier: Place a first, small order of your most-used items. Your records: Log order, ship and arrival dates against what you were told. Tell the team who orders where, with which login.

Week 2

Old supplier: Stop recurring orders from the agreed date. Ask in writing for a final statement and any open credits. New supplier: Place a repeat order the way the team will in a normal week. Your records: Check the invoice against the quote; record any difference and the answer.

Cut-over

Old supplier: Leave the account open, unused, until the last invoice and credit are settled. New supplier: The only ordering route. Your records: Update the ordering note and contact sheet. Close the switch file with a date.