Transactions

Merchant Portal → Transactions. One row per document the agent processed, newest first.

Outcome totals

Above the list, a summary strip describes the currently filtered window:

• Processed — completed successfully
• Manual review — the agent was not confident enough, so it left the document for a person
• Skipped — deliberately not actioned
• Failed — the attempt errored

…plus a proportion bar and the average duration per document.

Date presets: Today · Yesterday · Last 7 days · Last 30 days · All time. "Today" follows your branch timezone, so it does not lose the early hours of the day.

The same tiles appear on the Dashboard (last 7 days, with a success rate) and on each branch's detail page, scoped to that branch.

Note: A healthy pharmacy has a steady trickle of manual review. It means the agent declined to guess — which is the intended behaviour, not a fault.

The REASON column

REASON is a fixed reporting stamp written when a cancel is submitted, not an NCPDP code and not something anyone clicks. It reads Acknowledged.

Note: Older rows used to read AK, which was wrong and has been rewritten to Acknowledged throughout your history. If you kept screenshots or exports from before, that is why they differ.

The detail page

Click a row to open it. You get:

• Header — document id, status badge, document type, when it started
• Manual review (amber, only when the agent set a locator) — the review reference, the DocuTrack locator, and the screenshot path
• Context — Rx number, source facility, agent version
• Timing — how long the document took
• Error — the failure text, when there is one
• Workflow steps — what the agent did, in order
• Raw payload — everything the agent reported, for support

About screenshots

Screenshots taken during processing stay on the pharmacy PC and are never uploaded. The button on the detail page copies a file:// path, which only opens on that machine — paste it into a browser address bar or open it from File Explorer there. A browser on your laptop cannot open it.

This is deliberate: screenshots can contain patient information, so they never leave the pharmacy. See Privacy and data handling.