Prescription Refill Coordination
Update a patient on the status of their prescription refill request.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Coordinates a prescription refill for a patient by confirming details and next steps with the pharmacy or provider.
- Prescription refill request
- Medication renewal coordination
- Pharmacy follow-up
Fields your team can fill in
To
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Cc
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Subject
Prescription Update — patient_first_name
Hi patient_first_name,
I'm reaching out regarding your refill request for medication_name. Here's an update from our office.
REFILL STATUS
• Medication: medication_name
• Pharmacy: pharmacy_name
• Status: refill_status
• Estimated Ready for Pickup: pickup_date
Please contact your pharmacy directly to confirm availability before making a trip. If the pharmacy has not received the prescription by the pickup date listed above, please call our office and we'll follow up immediately.
A NOTE FROM provider_name
Some refills require a provider review before they can be authorized. If there are any concerns or changes recommended by provider_name related to this medication, our office will contact you separately. Please continue taking your medication as prescribed until you hear otherwise.
RUNNING LOW IN THE FUTURE
To avoid gaps in your medication, we recommend requesting refills 7–10 days before you run out. Many of our patients find it helpful to request refills through the patient portal, which creates a documented request and allows our team to process them efficiently.
If you have questions about your medication or are experiencing any side effects, please don't hesitate to reach out to our office at me::phone.
Workflow context
When to use this workflow
Use this workflow when updating a patient on the status of a prescription refill request.
What this replaces
This replaces manual refill status emails, inconsistent pharmacy details, and repeated entry of medication, pickup date, provider, and contact information.
Why teams standardize this email
Prescription refill updates need to be clear and practical. A workflow helps healthcare staff provide consistent status information while avoiding unnecessary back-and-forth.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the prescription refill coordination email in Outlook
- Prompts for patient name, medication name, pharmacy name, refill status, pickup date, provider name, and phone number
- Adds a refill-specific subject line
- Keeps pickup and contact instructions organized
- Leaves the draft editable before sending
FAQ
Does Toggles approve or submit refill requests?
No. Toggles prepares the patient email after the refill status is known in your existing clinical workflow.
Can staff edit medication instructions?
Yes. The Outlook draft remains editable, but clinical instructions should follow approved provider guidance.
Does this replace pharmacy communication?
No. It is a patient communication workflow. Pharmacy and EHR processes remain separate.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.