IOU (Partial Fills)
- Anthony Campana
- jorge.mandujano
- Christine Daum
This feature is only available for Standard or Premium Tier.
Overview
BestRx's IOU feature enables pharmacies to provide partial fills when they lack sufficient inventory of a medication. It tracks the remaining amount owed to the patient, ensuring fulfillment at a later time.
Creating an IOU
IOUs can be created from the Rx Processing, Verify Before Fill, and Verify Before Dispense screens.
Rx Processing Screen
After a prescription is processed (paid in cash or transmitted and saved), the Qty Filled field becomes bold, underlined, and clickable.
Clicking the Qty Filled button opens the Rx IOU Tracking screen, displaying prescription details and any existing IOUs.
To create a new IOU, click the ‘Create New IOU’ button.
Enter the dispensed quantity and any relevant notes for the partial fill. Then, click 'Save' or 'Save & Print Label' to generate the IOU for dispensing.
Rx IOU Tracking - Track & Trace
In Rx IOU Tracking, you can enter or scan Lot Information. Click the QR code 
Rx Processing - IOU Indicator
If an Rx has a pending IOU, an indicator and the owed quantity will appear on the top line of the Rx Processing screen.
Rx IOU Tracking - Partial Fill History & Dispense Remaining Quantity
Clicking the highlighted 'QTY Filled' button opens the Rx IOU Tracking screen, displaying the prescription’s IOU history. The pharmacy can select 'Dispense Remaining Qty' to fulfill the remaining balance instead of creating a new partial fill with 'Create New IOU'.
Qty Filled less than Partial Fill
If one or more partial fills are created, and you attempt to change the Qty Filled for the prescription to a quantity less than the total of the partial fills, you will get a warning prompt giving you three options.
N - Enter New value for Qty Filled - Selecting this option will close the prompt and shift the user’s focus to the QTY Filled textbox, where they will be able to enter a new Qty.
P - Edit the Partial Fills for this Prescription - Selecting this option will open the IOU Tracking screen so the user can adjust the Partial Qty accordingly.
C - Cancel and do not edit the Qty Filled - Selecting this option will reset the Qty. Filled value back to what it was originally.
IOU - Verify Before Fill
If a prescription has an IOU, you'll be prompted to select the partial fill for verification. Choose the fill by clicking on it or entering the line number and pressing Enter.
Access Rx IOU Tracking by clicking ‘IOU’ at the bottom of the screen. From there, you can create a new IOU, dispense the remaining quantity, or print a label.
To add the quantity owed on the Verify Before Fill screen, click the gear icon 
You can then verify the quantity owed and remaining, factoring in the total quantity, including refills.
IOU – Verify Before Dispense
If a prescription has an IOU, you'll be prompted to select the partial fill for verification. Choose the fill by clicking on it or entering the line number and pressing Enter.
Access Rx IOU Tracking by clicking ‘IOU’ at the bottom of the screen. From there, you can create a new IOU, dispense the remaining quantity, or print a label.
To add the quantity owed on the Verify Before Dispense screen, click the gear icon
You can then verify the quantity owed and remaining, factoring in the total quantity, including refills.
Dispensing IOUs
When dispensing through BestPOS, the software identifies the fill being rung up and adjusts the partial fill price accordingly (e.g., PF #: 01, 02, 03).
This also applies to standard and mobile deliveries, as well as shipments (e.g., P01, P02, P03).
BestRx will not allow you to dispense the second partial fill until the first one has been dispensed.
This means that the first fill must be dispensed, then the second, or both at the same time.
IOU Queue Dashboard
The IOU Queue can be accessed from the blue-text navigation bar at the top of the screen, or the IOU Queue tile on the dashboard.
You can track all IOUs in the IOU Queue, which can be filtered by status: Pending, In Process, Ready to Dispense, and Dispensed.
In the Qty column, Pending IOUs now display the Qty Owed along with their workflow status, indicating the amount is still pending.
You can check the workflow status of pending RXs as IOU, R-P (Ready for Pickup), or P (Picked Up).
To send Pickup Reminders, select ready-to-dispense prescriptions using the checkbox and check eligibility before sending.
Label Variables
Label variables 361, 362, and 363 are used to display IOU quantities on the pharmacy label. For assistance with adding these to your label, please reach out to BestRx’s support line.
361 | Partial Fill Quantity (ex. 10; Note: Used for IOU only) |
362 | 'Partial Fill Quantity' of 'Total Qty Filled' (ex. 10 of 30; Note: Used for IOU only) |
363 | Qty Owed (Note: Used for IOU only) |