The Personal Touch: How DocStation Enables Two Texas Pharmacies to Thrive Their Own Way

When two different Texas pharmacies needed a medical billing solution reinforcing their clinical service model, they found their partner in DocStation. Their different success stories demonstrate that the right technology and support team is the foundation for organization change and revenue growth, while maintaining a personal, clinical services approach.

For Lino's and Saenz Pharmacies, the search for a medical billing platform began and soon concluded when discovering DocStation through the CPESN Texas group.

What differentiated DocStation in the growing landscape of medical billing solutions was its collaborative approach to growing clinical services revenue that prioritized time-to-value. The initial focus targets existing, uncaptured revenue (e.g. vaccine & medication counseling) through intuitive, automated feature sets. Once deployed, customers can lean on the immediate and consistent revenue stream while strategizing for the next phase of service expansion.

"DocStation gives us the freedom to practice pharmacy our way while ensuring we get paid for our clinical services. It's the foundation that makes our approach possible." – Lead Pharmacist, Lino's Pharmacy

Lino's Approach: Traditional Meets Digital

After considering their technology needs, Lino's found their sweet spot in advanced and customizable features within the DocStation platform:

• Turn-key pharmacy management system integration, merging existing health records into the DocStation platform

• Robust template libraries supporting efficient documentation and claim coding workflows

• Primary and secondary validations ensuring clean claim submission

• Revenue cycle management visibility on claims status, accounts receivable, and intuitive claims resolutions workflows

The Result: ~$88,500 in first-year clinical services revenue between two pharmacy locations.

Saenz's Strategy: Template Mastery

Saenz Pharmacy leveraged DocStation's custom documentation and claims templates as a foundation of their growth strategy. Pharmacy staff collaborated with their support team to:

• Configure a robust clinical services library composed of 388 custom encounter templates

• 528 automated and ad-hoc claim templates

• Personalize templates based on pharmacist preference, targeted disease state, and payer audit requirements

• Leverage DocStation's centralized claims support for submission guidance and denial management

The Impact: ~$73,500 in initial-phase clinical services revenue, with expansion plans underway in both existing and additional locations.

"DocStation isn't just our billing platform—it's the technology backbone that makes our clinical services possible. Without it, we couldn't maintain our preferred workflow and still capture revenue effectively." – Operations Manager, Saenz Pharmacy

Key Platform Benefits:

Personalized Documentation: Supports both paper-first and digital-first workflows

Configurable Templates: Allows creation of pharmacy-specific documentation tools

Systematic Claims Processing: Intuitive claim templates with first and second-pass validation produce clean claims, maximizing reimbursement

Audit-Ready Records: Maintains a unified patient health record complete with encounter documentation, standardized by service type and payer requirements

Scalable Solutions: Turn-key functionality that scales with the pharmacy's growth, supporting pharmacy operations ranging from a single location to multi-store retail chains

The Role of DocStation:

Morning: Supports intervention planning and patient identification

Throughout Day: Simplicity and efficiency of platform interface facilitates embedding encounter documentation within a fast-paced dispensing workflow

End of Day: Patient encounters logged throughout day are converting into claims and ready for submission in the centralized claims suite

Monthly: Reporting and analytics insights drive performance improvement and targeted growth interventions

Financial Success Through Partnership

• Lino's: $88,500 through DocStation billing

• Saenz Pharmacy: $73,500 total across locations

While both pharmacies have chosen not to activate DocStation's automation features, with preference given to manual reports and pharmacy management system flagging, each recognizes the automated features' potential in scaling clinical services. DocStation is highly configurable, meaning features can be toggled on and off based on user preference, enabling gradual adoption when the right use case presents itself.

"DocStation gives us the best of both worlds—we can keep our personal touch while having the robust billing platform we need to make our clinical services profitable." – Director of Operations, Saenz Pharmacy

The success of Lino's and Saenz Pharmacies demonstrates the perfect fusion between community pharmacy practice, a professional segment that's gone decades without notable core operating system advancement, with a modern technology solution in DocStation. DocStation is the essential foundation that makes their approach possible—proving that equipped with the right medical billing platform, pharmacies can:

• Implement a new core operating system without upending existing workflows

• Configure and customize their systems based on their unique patient care model and provider preference

• Maximize operational efficiency and clinical services revenue

• Scale operations and service delivery through activation of advanced platform features

Their story is a testament showing that when pharmacies find a collaborative and flexible technology partner, your business can flourish. Everyone wins – especially your patients.