Welcome to DocStation’s Product Changelog and Release Notes! This document is regularly updated to showcase both minor and major platform and product updates. Where applicable, help articles, demo videos and screen recordings will be linked for further information.

Please reach out to DocStation Support via Chat with any questions!

Release Highlights:

#032 – March 11

New medical billing and claim submission guidance

Check out these new help center articles to better understand how claims are submitted on DocStation, what to do when claims get stuck, and what the codes and acronyms mean.


#031 – March 1

Aligned claim export and claim table visibility

The claim export will now export all of the claims that have been identified via the filters set in the query builder, and the export will contain the data elements shown in the claim table.

  1. Set the table columns to the desired view.

  2. Select the desired components to filter on.

  3. Export the claims.


Updated CMR Documents

  • Removed Dr. title

  • Added “document date” option

  • Added provider’s hours of availability to cover letter


Patient Health Record Updates

  • Alphabetized medication list

  • Alphabetized condition list

  • Claims page upgraded to table


#030 – February 20

Finalize claims

The new “finalize claim” functionality was designed to clean up work queues of claims that no longer need further attention. It can also be done in bulk from the claims table. Check out this article to learn more!



Updated Claim History display to show edits made to the claim.

New info = green

Removed info = red

Changed info = red to green



#029 – February 13

New Conversation Filters

Filter by conversation status and assignment. Learn more here!



#028 – February 2

Advanced filters for Claims

We’ve upgraded our claim filters to a query builder to enable advanced filtering and saved work queues. Learn more here!


#027 – January 4, 2024

Manual claim status update

When a claim is stuck in Processing or Submitted and is not expected to receive ERA data, it can be manually transitioned to an adjudicated status. Don’t see this option on your account? Ask DocStation Success to activate it for you via Chat!


Updated Patient Search

The patient list can now be searched by date of birth, and date of birth + first or last name.


#026 – December 11

Updated claim filter – multi-select

New ability to select multiple statuses when filtering the claims table.


Taxonomy fields and updated selections

Taxonomy codes can be set on Location settings, in Care Provided on claims, and in Templates. The default taxonomy for Billing Providers has been updated to Community Pharmacy 3336C0003X



#025 – November 3

Updated Terms and Conditions

As of November 3, we have updated our Terms of Service, which is designed to bring about several improvements. These changes have been crafted to address evolving healthcare regulations, enhance patient responsibility provisions, and ensure greater transparency in our operations.Here’s a detailed breakdown of the key modifications in our updated Terms of Service:

  • Improved Regulatory Coverage: We’ve broadened the description of our terms to encompass a wider range of regulatory requirements and to better adapt to the dynamic healthcare landscape. This means that we can provide a more comprehensive framework to support your pharmacy’s compliance needs.

  • Addressing Patient Financial Responsibilities: To ensure utmost clarity and compliance, we have not only restructured but also clarified the language pertaining to patient financial responsibilities. These updates aim to provide a more comprehensive understanding of your obligations and rights as a pharmacy professional.

  • Enhancing Transparency: Our commitment to transparency is a priority. We have integrated new language into the Terms of Service that enhances transparency across all aspects of our platform, making it easier for you to understand how we operate and how you can best leverage our services.

  • Updated Termination Provisions: In our efforts to maintain a high standard of service and ethical practices, we have introduced additional termination provisions related to unlawful activities. These updates are intended to reinforce the integrity of our platform and maintain a safe environment for all users.

By continuing to use DocStation’s services, you are agreeing to the updated Terms of Service, which come into effect on November 3rd, 2023. We deeply appreciate your partnership and your contributions to the pharmacy community, and we remain committed to supporting you in your mission.



#024 – October 15

CMR Update – Patient Takeaway Documents

The CMS standard patient takeaway documents have been updated for 2024. Notice the new editable fields in the Additional Documentation Requirements modal.

Set hours of availability, edit encounter date, pharmacist NPI and location, and more.

Practitioner availability can be set in the user’s personal settings. If none is set, the default “during pharmacy hours” will be set on the cover letter. NPI and other details can also be designated in personal settings.



#023 – September 5

Patient List Export

Export a filtered (or unfiltered) list of patients to utilize with other pharmacy workflows. Learn more here!

Tasks Page

The Tasks Page gives a view across all programs to see which tasks have been targeted for which patients. Filter the tasks list by assignment, location, task type, and more!


#022 – July 31

New Feature: BIN Billing

DocStation can accept pharmacy claims billed to DocStation’s BIN and convert them to medical claims to be billed to the payer. This is ideal for billing vaccines and DME to Medicare Part B, or specialty medications to other medical benefits.

DocStation’s BIN is 025656. Learn more here!



#021 – June 30

Preventing duplicate claims

DocStation AI will identify duplicate claims – any claim that matches the following combination of a previously generated claim: same patient, same date of service, same service code (CPT). This will appear as a “stopped” evaluation.

Taxonomy codes

Set the desired taxonomy code for Billing Provider on the claim.

Eligibility Check Overrides

Override the eligibility checking step of claim submission. This is useful when the clearinghouse or payer is experiencing an outage, but the user is confident in the patient’s cover.

Currently only available to DocStation staff. Ask DocStation Support for help with this, let us know if you’d like access to this feature.



#020 – May 31

New Claim Template Types

Utilize the new claim template types to help you build the optimal medical claim. Learn more in this help article.

Basic Fixed Cost – required for Automated medical billing; assumes a consistent cost for a consistently billed CPT code.

Basic Product – includes validation for setting the product NDC on the medical claim. perfect for DME billing.

Complexity based MTM – enables stacking of traditional MTM CPT codes for MTM programs that reimburse based on encounter complexity rather than time spent with the patient.

Claim Codes from Remits

When ERAs are available for claims, the claim status and remark codes will be visible in the Care Provided section. Hover over the code for descriptions.

Liberty RXQ Historical Data Import

Newly integrated pharmacies can now import the previous six months of dispensing data once the Liberty integration is active. Learn more here.


#018 – May 1

Medical Payer Prediction for Claims

DocStation AI utilizes machine learning to predict medical insurance for patients based on pharmacy coverage, location, and other supporting factors. Learn more about the model here!

Automated Eligibility Checks

DocStation AI will predict up to three payers for which a patient is likely to have medical coverage. Then, DocStation AI will make an eligibility check to verify active coverage. If an active payer is found, it will be set on the claim (verified payer). If no active coverage is found, it doesn’t necessarily mean the recommended payers don’t cover the patient. It could likely be due to the subscriber ID not being correct. Modify the subscriber ID to find active coverage.


#017 – April 4

New Feature: Automations

Use Automations to target dispensing data and automatically generate medical claims for services. Check out this help article to configure Automations for your organization.

Subscription Option: Number of Claims Submitted

A new subscription offering allows subscribers to pay a set amount for a number of claims submitted, rather than a percentage of paid amount. Speak with DocStation Customer Success about this option!



#016 – March 15

Claim Status Updates

Automated claim status checks were implemented. This automatically moves medical claims through appropriate lifecycle stages based on responses from the clearinghouse and payer.

Claim filter updates

Rejected filter no longer includes Denied and Not Billable claims

New: Not Billable and Waiting for Provider filters


#015 – February 17

Check out the new look for DocStation‘s 6th birthday!

Check out the Demo library here!



#014 – January 3, 2023

Liberty Integration

DocStation is now integrated with Liberty’s RXQ dispensing system! Add the integration in the Data Exchange tab, and input your pharmacy’s API key. Check out this help article for more details.

Patient search by medication

Search h the patient list for patients who are taking a specific medication.


#013 – December 20

Task Filter Update – Completed and Archive statuses included

New Payer Codes for CPESN eCare Plans

The following Payer Codes have been added:

  • ELV

  • UCR

  • WCNC




SNOMED CT codes related to social determinants of health (SDOH) were added to Conditions (problem observation).



#012 – December 01

Scheduling Updates

Provider Availability

Set your scheduling availability in your personal settings. This coordinates with Location and Appointment availabilities to allow patients to find optimal appointment times.

Appointment Hours

Add specific hours of availability for each appointment type.



#011 – October 18

Subscription Feature: Assessments

Use assessments to capture important health data in a discrete survey format. Fully customizable for Premium subscribers, and includes a library of standard healthcare assessments.



#010 – October 6

Subscription Feature: Patient Tags

Create and manage tags on patient profiles to curate fixed lists for any workflow focus of your clinical pharmacy practice. Available to DocStation Premium subscribers.


Appointment Filtering by Provider

Calendar appointments can now be filtered by assigned Provider. Available to all DocStation organizations.

New Location Member Management Options

Organization Admins can now designate team members as Providers at a specific location. This will improve the scheduling experience, especially for organizations with many team members across many locations.

We’ve also added a new favorite label for your primary location, which can be set in your user settings. These settings are available to all DocStation organizations.



#009 – September 29

Location Settings – Member Management

Add a user (or multiple) to a specific location via the Users tab on the Location in settings. This will enable patients to schedule appointments with Providers designated at that Location. (This will not remove access for any users in the organization who are not added to the Location.)

Primary Location Indicator

Ideal for organizations with multiple locations, users can set their Primary location in their user settings. This primary location will now be designated with a favorites star in the Location’s settings.


#008 – September 28

Immunizations in CSV Import

Improvements have been made to the csv import tool to better recognize and convert immunization NDCs to CVXs and update the display in the UI. These records will now import to the Immunization section of the health record rather than the Medication section.


#007 – September 16

Updates to CMS Standard Patient Takeaways

Dates were not displaying correctly on previously generated documents, which can cause problems for future follow ups. Dates pertaining to date of service and age are now static.


#006 – August 24


Create appointment types for your pharmacy locations; schedule patients for visits on your calendar. Learn more about the enhanced Calendar and Scheduling features here!



#005 – August 2

Sortable Patient List

Sort the patient list by any column in the table. Just click the column header to sort by – one click for ascending, two clicks for descending, three clicks to undo the sort.


#004 – July 14

CMR Update: “Cognitively Impaired” and “LTC Resident” Fields

Clinical details specified about a patient’s cognitive, tobacco use, and LTC residence status will flow from the Patient Profile into the CMR Task and generated documents automatically.


#003 – July 12

Claim Updates

Claim Search

Search functionality has been added to the Organization’s claims page. Search by claim number, status, or location.


New Claim title: changed to the simple DS+five digits; removed the payer, patient last name, date convention.

Claim status is now displayed in the claim tray as well as the summary page.


New Claim Validation

Additional validations have been setup to ensure each claim has the greatest opportunity to be accepted and paid after the first submission (clean claim). Validation error messages will display on the new claim if identifiers are missing or incorrect on the Patient Profile and/or the pharmacy’s Organization Settings.


#002 – June 27

In Progress Task Filter

The “In Progress” status has been added to the list of available task filters. A task qualifies as “In Progress” once it has been accepted (simply: opened) by a user. Pharmacies can utilize this filter in workflows where a technician or student completes an initial review or data entry portion of a task and a pharmacist needs to do a final review and complete the task.


Allergy Reaction

Add a reaction, as well as criticality level, to a new allergy record. The reaction will display in the health record as well as on any documents generated from a CMR task that require allergy information.


Medication Adherence Display

DocStation calculates medication adherence based on prescription claims data and medication indication logic. If the medication does not meet the algorithmic criteria to calculate PDC, the adherence bar will not be displayed.



#001 – June 11, 2022

ICD 10 search in Claims and Templates

When adding a diagnosis to a claim, search using either the appropriate billable ICD10 code or the name of the diagnosis.



Recurring Claims

Claims can now be set to automatically recur on a specified cadence. Select the recurrence window on the first claim and seven days prior to the date of next submission, DocStation will automatically create a draft claim identical to the first claim. If no further action is taken to modify the submission, the draft claim will automatically submit for payment on the set date.

Setting the recurrence:



Subscription Feature: Assigning Tasks

Assign tasks to individuals on your team. The assigned tasks can be reviewed by filtering for the individual’s name.

Don’t see this feature on your DocStation platform? Sign up for a subscription here to take advantage of this and many other awesome features!


Saved Filters

Save your filters in the Patient List to reuse in the future. Set the appropriate search parameters, then select “Save Filter”. Name the search and save.