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Automated Pharmacy CII Controlled Substance Log Digest

Every evening, WebRun opens PioneerRx, pulls all Schedule II controlled substance dispenses and receipts recorded that day, appends them to a running Google Sheet log with balance calculations, and posts a Slack digest to the pharmacist-in-charge for end-of-day count verification before the pharmacy closes.

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Runs on WebRun · Strict Lockdown policy
Every night at 8:00 PM WebRunorchestrates each step
1 PioneerRx pull today's CII dispense and receipt activity
2 Google Sheets append to running controlled substance log
3 Slack send end-of-day digest to pharmacist-in-charge
In short

How can a pharmacy automatically generate a daily controlled substance CII inventory digest for pharmacist review?

WebRun pulls Schedule II controlled substance activity from PioneerRx every evening, appends each transaction to a running Google Sheet log with calculated balances, and posts a Slack digest to the pharmacist-in-charge flagging any discrepancies for physical count verification before the pharmacy closes.

  • Pharmacist-in-charge sees daily CII balances and discrepancies in Slack before close, not the next morning
  • Running Google Sheet log provides an audit trail without manual data entry
  • Discrepancies are flagged the same day they occur, enabling faster resolution

Built for independent pharmacies · pharmacists-in-charge · community pharmacies

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.pioneerrx.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    PioneerRx - pull today's CII dispense and receipt activity
    pioneerrx.com
    WebRun in PioneerRx: pull today's CII dispense and receipt activity
    WebRun opens PioneerRx to pull today's CII dispense and receipt activity.
    • Open PioneerRx and run the controlled substance dispensing or CII activity report for today
    • Capture each CII transaction: drug name, NDC, quantity dispensed or received, time, and Rx or receipt number
    • Calculate the expected running balance for each CII drug based on opening count plus receipts minus dispenses
    • Flag any discrepancies where the calculated balance does not match the last recorded physical count

    Done when Today's CII activity is captured with calculated running balances and any discrepancy flags.

  3. 2
    Google Sheets - append to running controlled substance log
    google.com
    WebRun in Google Sheets: append to running controlled substance log
    WebRun opens Google Sheets to append to running controlled substance log.
    • Append each CII transaction to the running controlled substance log sheet with date, drug, NDC, transaction type, quantity, and running balance
    • Highlight rows where the running balance shows a potential discrepancy
    • Maintain a separate summary tab with current balance per CII drug as of today

    Done when The Google Sheet log is updated with all of today's CII activity and current running balances.

  4. 3
    Slack - send end-of-day digest to pharmacist-in-charge
    slack.com
    WebRun in Slack: send end-of-day digest to pharmacist-in-charge
    WebRun opens Slack to send end-of-day digest to pharmacist-in-charge.
    • Post the end-of-day CII digest to the pharmacist-in-charge via Slack
    • Include a count of transactions processed, running balances per drug, and any flagged discrepancies requiring physical count verification
    • Include a link to the full Google Sheet log for audit reference

    Done when The pharmacist-in-charge has today's CII summary in Slack before the pharmacy closes.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.pioneerrx.com
ScheduleRuns automatically on this cadence
Every night at 8:00 PM
DeliveryHow each run's result reaches you
CII inventory digest · Slack
OutputWhat each run produces - A running Google Sheet CII log with daily transaction rows and balance calculations, plus a Slack end-of-day digest with discrepancy flags for the pharmacist-in-charge.
Spreadsheet
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does this replace the DEA-required biennial physical inventory or paper perpetual log?

No. This digest is an internal operational tool to support daily reconciliation. It does not replace any DEA-required physical count, perpetual paper log, or official record. Your pharmacy must maintain all legally required controlled substance records as usual.

What counts as a discrepancy in the digest?

WebRun flags cases where the calculated running balance from PioneerRx does not match the expected count based on opening inventory plus receipts minus dispenses. These flags prompt the pharmacist to physically verify that drug before close.

Is the Google Sheet log suitable for DEA audit reference?

It is a useful working reference, but it is derived data from PioneerRx. Your official DEA records are those maintained in your pharmacy management system and physical logs. Always consult your compliance advisor on record-keeping requirements.

Keep going

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