VitalCare of Tacoma — Referral Intake Record

Q3 2026 pricing & royalties

1 · Referral & Dispense

Patient name

Start of Care date

Payer

Referral source

AE (account exec)

Fill type

Fill status Only DISPENSED counts in the P&L

Fill number

Dispense date

Directions / sigUsed to work out the next refill

Days supply

Next refill dueFills in automatically — you can change it

2 · Drug

Drug — type to search, then pick Not listed? Fill "New drug" fields below.

Lowest cost / vial

Buy from (lowest source)

Therapy class

Vials required (this fill)

IVIG dose (grams) — IVIG onlyDrives 5 vs 6 nursing hours (>40 g = 6 hr)

OR add a drug not on the list (leave the search box empty)

New drug name

New drug cost / vial

New drug royalty rate %

TPN / compounded — this order uses several ingredients

3 · Cost side

Drug cost (cost×vials)$0.00

Nurse $/hr (default 70 — edit if known)

Nursing cost (4 hr × rate)$0.00

Supplies / kit cost (auto, editable)

Shipping cost

Intake / billing labor

Total cost$0.00

4 · Reimbursement side

Drug reimbursement

Nursing reimbursement

Supplies reimbursement

Total reimbursement$0.00

Drug royalty (from PDF, on drug reimb)$0.00

Service royalty (19.5% on nursing+supplies)$0.00

Total royalties$0.00

5 · Profit & Loss

Line	Drug	Nursing	Supplies	Total

Net profit / (loss)$0.00

Net margin0.0%

ENTER A DRUG

6 · Decision & save

Action taken

Reviewed by (RPh)

Reason (required if below target or loss)

Saving records this referral in the Master Log on this computer and updates the dashboard. Use Export on the Log tab to send to Excel / Head Office.

Reviewed by (RPh): ______________________ Signature: ______________________ Date: ______________

By action & margin mix

Master Log — every referral

No referrals saved yet on this computer. Fill the intake form and click Save.

Per-drug triage — which drugs to move out

Totals every saved referral by drug. Move out anything losing money; review anything under the 10% target.

Nothing to triage yet.

Monthly & yearly profit and loss

Year totals

Where the drug spend goes — by drug

By therapy class

Refill calendar — what is coming

Built from the directions and days supply you enter on each dispense. Shows what next month looks like before it happens.

No refills scheduled yet. Enter "Days supply" or directions on a dispense and the next refill date fills in automatically.

Projected month by month

Where you stand

Do these first — ranked by dollars

Based only on what you have actually logged. The more dispenses recorded, the sharper this gets.

Best margin by payer

Best margin by referral source

Therapy class scorecard

Update the price sheet (new quarter)

When Vital Care sends the new pricing workbook, load it here. The app reads every purchasing tab (main pricing, Cardinal, Takeda, Abbvie, Biogen) and keeps the lowest price for each drug — the same way the spreadsheet does. Royalty rates are carried over from the current list; anything new is flagged so you can set its rate.

Click here to choose the pricing workbook

…or drag the .xlsx file onto this box

Drugs missing a royalty rate

New drugs default to 19.25% (the worst case) until you set the real rate from the Vital Care royalty PDF. Type the correct rate and click Save rates.

No drugs are missing a rate right now.

Current price sheet

Settings (saved on this computer)

Target net margin %

Service royalty % (nursing+supplies)

Default nurse $/hr

Default supply cost $

Standard nursing hours

IVIG hours (≤40 g)

IVIG hours (>40 g)

Rituxan hours

Shared sync (optional)

Leave these blank to work fully offline on this device. When the AWS shared log is ready, paste the two values here and every entry syncs automatically — including anything saved while offline.

API URL

API key

Pricing sheet loaded: Q3 2026 · 204 drugs. To load a new quarter’s prices yourself, use the Price Sheet tab.

VitalIntake