| Patient and caregiver license checks | Included | Not part of the processor workflow |
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| Patient-sales quantity checks | Included | Not part of the processor workflow |
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| Incoming-order review | Included | Included |
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| Recall review | Inventory and sales exposure | Shipment checks and facility holds |
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| Inventory visibility | Safety, low-stock, and aging signals | Packages, stages, age, testing, and holds |
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| Business insights | Sales, customers, baskets, and estimated gross profit | Recorded wholesale values and unit prices |
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| Outgoing-shipment review | Not part of this plan | Eight review areas, including manual packaging review |
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| Outbound COA tools & receipt follow-up | Not part of this plan | Included |
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| Text/email notifications | Supported issue types, when enabled | Outbound checks are dashboard-based |
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