OperationsLive · in the productQueue & board

StockPlanner

Reorder points from real consumption — and medicines in short supply flagged with the hospital’s own substitute.

Installs with ProcureFlow, whose screen it works on

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What it is

Consumption-driven reorder suggestions with lead times and seasonality — the order book is a draft a human releases. Shortages: a medicine in short supply recorded by its generic name with where the word came from and since when; the hospital’s own pre-approved substitute written by a prescriber, in their words, with what to check; and every active prescription naming the short medicine since it went short listed beside it, for the pharmacist to take to the prescriber. Nothing substitutes a medicine by itself.

Who uses it: Built for: Every specialty
Reads: Stock movements, supplier and regulator notices, active prescriptions
Writes: Reorder drafts, shortage list with substitutes
Never: It does not place orders itself — the reorder book is a draft, and a person releases it.
Access: Only people whose role includes it — the clinic owner decides who
Your data: No PHI. Hosted in Boston, United States. On uninstall: Operational history stays queryable for audit.

In the product

Who uses it: Store keeper — the demo profile it is best tried as
Where it opens: Operations › Reorder /stockplan
Permission: stockplan.read

Every operations app in the handbook →

How it works

Set the levels on an itemSet levels takes the stock item, its minimum, its maximum and the lead days — nothing is suggested for an item nobody has planned.
Read the suggestionsEach planned item shows what is on hand against its min and max, the average daily issue over the trailing thirty days, the days of cover and the lead time, all computed from the store ledger at read time.
Draft the indentDraft indent takes the suggested quantity onto an indent with a note saying whether it is filling below minimum or a planned top-up.
Raise it, and watch the shortagesRaise moves a draft indent to raised; indents are append-only. On Shortages, record a medicine in short supply with where the word came from; a prescriber writes the hospital’s substitute in their words, and the active prescriptions that name the short medicine are listed beside it for the pharmacist to take to each prescriber — nothing is swapped by itself.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not place orders itself — the reorder book is a draft, and a person releases it.

AI in StockPlanner

AskQuestions about what is on screen — “What needs attention in StockPlanner today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

StockPlanner — Reorder — Reorder stock from what you actually use — 01Reorder — Reorder stock from what you actually useCaptured from the running demo clinic

01Reorder — Reorder stock from what you actually useCaptured from the running demo clinic

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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 4

Patient Registry ProcureFlow RxCanvas StoreStock

Hands to · 2

IntelliDash ProcureFlow

See the whole clinic →

Questions clinics ask

What does StockPlanner do?

Reorder points from real consumption — and medicines in short supply flagged with the hospital’s own substitute. Consumption-driven reorder suggestions with lead times and seasonality — the order book is a draft a human releases. Shortages: a medicine in short supply recorded by its generic name with where the word came from and since when; the hospital’s own pre-approved substitute written by a prescriber, in their words, with what to check; and every active prescription naming the short medicine since it went short listed beside it, for the pharmacist to take to the prescriber. Nothing substitutes a medicine by itself.

What data does StockPlanner read and write?

StockPlanner reads stock movements, supplier and regulator notices, active prescriptions and writes reorder drafts, shortage list with substitutes. Its data class is No PHI. Every app works on the same patient record — nothing is copied into a silo.

What does StockPlanner deliberately not do?

It does not place orders itself — the reorder book is a draft, and a person releases it.

What happens to our data if we uninstall StockPlanner?

Operational history stays queryable for audit.

Is StockPlanner available today?

Yes — StockPlanner is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see StockPlanner running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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