NextDoer
Sample playbook

For pharmacies

The chase, the codes,
the calls, off your counter.

Renewal requests waiting on a prescriber's fax. Third-party rejects stuck behind hold music. “Is it ready yet?” pulling you off the bench. NextDoer runs the messaging and follow-up behind each one, drafted, chased, and gated by the pharmacist. Every clinical and dispensing decision stays entirely with you.

6Agents we'd propose
AllChannels + faxes, one queue
YouApprove every send

Your week today

The work that never reaches the bench.

Not the dispensing, the chasing around it. If this is your Tuesday, it is exactly the routine NextDoer is built to carry.

01

The renewal chase

No repeats left, so you fax the prescriber, then fax again. “Doctor call-back” scripts pile up and nobody is sure which ones actually closed.

02

Rejects and prior auth

A claim rejects with a code. Prior auth? Quantity override? Prescriber change? Someone is on hold with the insurer to find out, mid-fill.

03

The phone that never stops

“Is my prescription ready?” “Did my doctor call back?” Nearly half your interruptions are inbound calls, each one pulls a person off the dispensing bench.

04

Back-orders and shortages

A drug is short. Someone has to chase the supplier, then reach the prescriber and patient about a substitute, and remember to keep chasing until it lands.

One window

Every channel, and every fax, lands in one place.

Phone, voicemail, prescriber faxes, insurer portals, web requests. Each one lands in a single queue with a drafted, on-brand reply, the pharmacist approves it, rejects it, or rewrites it. Nothing about clinical judgment is ever automated.

Phone & voicemail
Prescriber fax / e-fax
Insurer portal
Web refill form
SMS follow-ups
Supplier orders
NextDoerRenewal · prescriber fax
Metformin refill, no repeats left. Renewal faxed to Dr. Chen's office Monday, no reply yet.
Re-sending the request to Dr. Chen's office today and letting the patient know we've followed up. I'll text them the moment it's authorized.
ApproveRejectReply

The agent team we'd propose

Six agents, one for each grind.

Each is a named routine that runs a real pharmacy job end-to-end, reading the channel, drafting, chasing, tracking. Each starts on Approve, nothing sends without a tap, and graduates to Auto only for the reply types you decide to trust.

Renewal Chaser

TriggerA script has no repeats left or has expired.
Agent doesDrafts the renewal request to the prescriber and sends it on your channel, fax, e-fax or portal, then follows up on a set cadence until they respond. Dedupes so the same office is never double-faxed.
You approveYou approve the outreach; routine re-sends can graduate to Auto. Any clinical reply comes straight to you.
Outcome“Doctor call-back” scripts close on a timeline instead of living on sticky notes.
ApproveAuto

Clinical judgment stays with you. The agent chases and tracks; it never decides therapy.

Rejection & Prior-Auth Runner

TriggerA third-party claim rejects.
Agent doesReads the rejection code, classifies it, prior auth, quantity override, plan detail, prescriber change, and drafts the right outreach to insurer, prescriber or patient. Holds the thread through the back-and-forth.
You approveYou approve each send and make any clinical call; the agent handles the chasing and the hold time.
OutcomeRejects resolve without a tech parked on hold music.
Approve

Every open reject has an owner and a live status, not a pile of paper.

Ready & Adherence Nudger

TriggerA prescription is filled, or a refill is coming due.
Agent doesAnswers inbound “is it ready?” automatically, sends the ready-for-pickup note, and a gentle second nudge on scripts still on the shelf. Batches a patient's synced meds into a single reminder.
You approveReview the tone in shadow, then let routine reminders run.
OutcomeReady scripts leave the shelf faster and the phone stops pulling you off the bench.
ShadowApprove

Starts in shadow so you hear the tone before a single message sends.

Blister-Pack & Med-Sync Coordinator

TriggerA compliance-pack or med-sync cycle comes due, retail or LTC.
Agent doesReconciles the current med list against any changes, flags renewals needed before the cycle, coordinates the batch, and preps pickup or delivery, the monthly touchpoint routine, run for every patient on the program.
You approveYou sign off the reconciled list; the agent handles the coordination and reminders.
OutcomeCycles land on time with nothing missed between med changes.
Approve

One routine covering every packaging and LTC patient, not a manual monthly scramble.

Appointments & Minor-Ailments Intake

TriggerA patient wants a minor-ailment assessment, vaccination or MedsCheck.
Agent doesBooks across channels, runs an eligibility pre-screen, sends confirmations and reminders, follows up no-shows, and preps the documentation checklist so you walk into the consult ready.
You approveThe assessment and prescribing decision are entirely yours; the agent handles booking and paperwork around it.
OutcomeExpanded-scope services fill the calendar without eating your bench time.
Approve

The clinical assessment never leaves the pharmacist.

Back-order & Shortage Desk

TriggerAn item is short or back-ordered.
Agent doesTracks the item with the supplier until it lands, and when a substitute is needed, drafts the outreach to prescriber and patient.
You approveYou choose any therapeutic substitution; the agent chases and notifies.
OutcomeShortages stop slipping because everyone assumed someone else was on it.
Approve

Persistent, polite follow-up without a person setting reminders.

How trust is earned

Every agent climbs the same ladder.

Nothing skips a rung, and you hold the dial the whole way, any reply type can be pulled back to Approve at any time.

Rung 1

Build

We teach the agent to read and reply on that channel. Nothing is live.

Rung 2

Shadow

The agent writes real replies and sends none. You just read the drafts.

Rung 3

Approve

Every reply waits for your tap. Rewrite any of it in your own words.

Decision

You pick

Which reply types you trust to go on their own, and which stay on Approve.

Rung 5

Auto

Trusted types send themselves. Everything else still waits for you.

Unsure? It hands off.If an agent is uncertain about anything, a dose, an interaction, an odd reply, it gives the conversation to the pharmacist instead of guessing.
You reply directly? It steps back.If someone answers a patient or prescriber directly in the pharmacy's own system, the agent notices and pauses that thread for a human.
Every issue is tracked.Anything you flag becomes a ticket with status: received → in progress → live.

A starting playbook we'd propose

The playbook, at a glance.

A first draft of what your agent team would run, and where each task would sit on the trust ladder. We tune it with you during the process review.

Agent / taskTriggerTypical mode
Renewal Chaser, prescriber follow-upNo repeats / expiredApprove
Rejection & Prior-Auth RunnerThird-party rejectApprove
Ready-for-pickup noticePrescription filledAuto
Pickup reminder (2nd nudge)Ready > 1 dayApprove
Med-sync / blister cycleCycle dueApprove
Appointment booking + remindersService requestedApprove
Back-order follow-upItem short / back-orderedApprove

Your business next

Your pharmacy, your rules.

The process review maps your channels, your prescriber and insurer contacts, and every point where the pharmacist must stay in the loop, then shows you the first agent we would put to work. Patient health information stays governed by PHIPA / PIPEDA.