Customer relationships
Customers who come back and prescribers who know the pharmacy.
Cashback and refill reminders for long-term formulas, with each customer’s consent, and organized visits to prescribers. Paula, an AI agent, applies the rules and prepares the routes; the person accountable for sales approves, and the pharmacist assesses each refill.
Illustrative values.
The module agent
Paula looks after the relationship. The pharmacy decides.
Paula Rezende applies the cashback rules the pharmacy approved, schedules refill reminders for customers who agreed to be contacted and builds the prescriber visit route. She does not create offers or discounts, and every refill goes through the pharmacist.
Applies the cashback rules approved by the person accountable for sales
Calculates the expected end of each long-term formula from the quantity and the dosage instructions
Schedules refill reminders only for customers who agreed to be contacted
Builds the prescriber visit route and organizes the summary of each visit
Where do things stand with M. S.?
On her 09/18 purchase, the sunscreen earned R$ 3.00 in cashback; the formula did not, because medicines are excluded from the program. The formula, 60 capsules taken 1 a day, runs out around 11/16. M. S. agreed to refill reminders on WhatsApp, and I scheduled one for 11/09, without the formula’s name. She has not opted in to offers, so she does not receive campaigns. If she asks for a refill, the order goes to the pharmacist for assessment.
Illustrative example.
Loyalty and cashback
Cashback at the register, with rules the pharmacy approves.
The person accountable for sales sets the percentage, the expiration period and the participating products. Paula applies the rules to each sale, and the customer uses the balance at the register.
Customers join the program with their CPF and recorded consent
Medicines, whether manufactured or compounded, do not earn cashback and cannot be paid for with the balance, as Anvisa requires, and the program rules tell the customer so
The balance comes from an invoiced sale and is valid for the period the pharmacy has set
The customer sees the statement: what they earned, what they used and what is about to expire
A canceled sale reverses the cashback it earned, and the original entry stays on the statement
Illustrative values.
Refills and campaigns
Every message with the customer’s permission.
Refill reminder
For long-term formulas, Paula calculates the expected end from the quantity and the dosage instructions and schedules the reminder a few days before. The message, reviewed by the responsible pharmacist, does not include the formula’s name, price or any offer.
Refills go through the pharmacist
The customer asks in the chat or through the online store, and the pharmacist assesses the prescription again. If it does not state the length of treatment, the pharmacist confirms with the prescriber before repeating the formula. Formulas with a controlled substance need a new prescription.
Campaigns
The person accountable for sales approves each campaign, and the responsible pharmacist reviews the copy. Compounded formulas and prescription-only medicines are not advertised to the public.
Consent by purpose
Refill reminders and offers are separate permissions, recorded with the date and channel. The customer can withdraw permission at any time, and Paula stops sending.
Prescribers
Prescriber visits, with a route and a summary.
Each prescriber has a single record, with their professional council (such as CRM, CRO, CRMV or CRN), registration number, state and specialty. The ranking shows how many prescriptions the pharmacy has received from each one, and Paula uses these numbers to build the route for the pharmacy’s representatives.
Prescription ranking by prescriber, period and branch
Schedule and route for each representative, with the summary of each visit recorded by them
Technical material with only substance names and referenced indications, with no prices or brand names
No gifts, perks or prescription pads with the pharmacy’s brand for the prescriber
The representative sees the prescriber’s numbers, never patient data
Illustrative values.
What stays with people
Paula prepares. People approve, assess and visit.
01
Approve the program and campaigns
The person accountable for sales approves the cashback rules, each campaign and each discount, and the responsible pharmacist reviews anything that mentions health. Paula does not create offers.
02
Assess the refill
The reminder only says the formula is running out. The refill order is assessed by the pharmacist, just like the first time.
03
Approve the route and make the visit
The person accountable for sales approves the route, and the representative makes the visit and records the summary. The pharmacy offers no gifts or perks to prescribers.
Questions about customer relationships.
See customer and prescriber relationships.
In the demo, you see a refill reminder sent with the customer’s consent, cashback at the register and a sales rep’s visit route. We handle your pharmacy’s migration at no cost.