AdvancedRx Internal
Project plans, runbooks, and team documentation
Source-of-truth documentation for in-flight work, system runbooks,
and team resources. Access-restricted to @advancedrx.co.
Project plans
Account Enhancement (program)
Umbrella program for Practice-Account data improvements — flag Practices anchoring ENT Elite prescribers, then enrich practice records via a separate Cloudflare-stack tool (NPI verification + website scrape).
Magic-link portal login (Azure-led architecture)
SMS + email magic-link auth into the AdvancedRx B2B Commerce portal. Orchestration in the existing AdvancedRx Azure VNet; Salesforce-side surface = one External Client App record + one permset. 72-hour time-based expiry, one-click landing. Spike A verified 2026-05-18; Spike B soft-passed 2026-05-21; Phase 4 dry-run executed in sandbox 2026-05-21 — three new execution gotchas folded back into the build instructions for prod.
Refill conversion — Phase 1 current-state audit
Phase 1 = diagnosis only. Maps the patient journey from refill-reminder dispatch through completed portal order, identifies where the 60% loss concentrates, surfaces measurement gaps. Does NOT propose interventions (magic link, SMS-conversational, wizard simplification) — those are downstream of this work.
SFMC bounce-writeback rollup
Aggregate the 43K SFMC bounce records sitting in et4ae5__IndividualEmailResult__c up to Contact.SFMCEmailBounceDate__c via a single new DLRS rollup, so reporting and cleanup formulas finally see bouncing patients.
Conversion analytics modernization
Build out GA4 + conversion-event instrumentation across the B2B storefront, rotate analytics ownership off a departed consultant, close a HIPAA cookie-consent gap, and surface six storefront bugs discovered during the audit.
Unified intake-graph Apex service (Azure + screen flow)
One Apex service shared by Azure and the data-entry screen flow, replacing the 7,904-line transcription monolith. Phase 3 of the Azure roadmap.