Pharmacy software for TCM clinics
and integrative practices
RootRx is a pharmacy and inventory management software built TCM-first but flexible for any integrative clinic. Pharmacy and inventory workflows are live now. Clinical charting and TheTCMAtlas AI are in active development and not yet released.
Everything your practice needs
Built for herbal medicine, supplement dispensing, and integrative health teams. Live now for pharmacy workflows, with TCM-native support and flexible setup for non-TCM practices.
Real-Time Inventory
Stock levels update automatically when a order is filled. Low-stock alerts, lot tracking, expiry dates, and supplier notes per item. No more managing unwieldly manual spreadsheets full of errors.
Formula Builder
Build herb formulas or supplement protocols from your clinic's own catalog or your own custom templates. Easily search by item name and type, see how much herb stock is remaining, and automatically calculate total dosages and ratios. No more manual math involved.
Business Reports
Full inventory base cost, profit margins, statistics like weekly order averages per item/herb, top selling items, monthly reports, and easy accounting.
Fully Customizable Label Creation
Labels are automatically populated with real order data, then fully customizable in a Canva-style drag-and-drop designer so each clinic can control layout, text bubbles, and formatting.
Patient Records
Link every formula to a patient. Full order history, HIPAA-compliant record keeping, and practitioner notes on each visit.
Lot Traceability
Every herb lot tracked from supplier to patient. Full chain-of-custody for recalls, expiry management, and regulatory audits.
Audit Trail
Every order, inventory change, and approval decision is logged with timestamp and user. HIPAA-ready documentation built in.
Clinical Charting (Roadmap)
Charting is in development. Planned features include a tongue picture library per patient to track progress over time, configurable templates, and a convenient way to compare and view previous charts.
AI Assistant Features (Roadmap)
AI features are in development, including voice-to-text capture and a TCM-focused chatbot trained for formula construction guidance, diagnosis support, and treatment protocol recommendations.
Who is RootRx for?
Built for modern herbal and supplement workflows across solo clinics, growing practices, and teaching institutions.
Solo Practitioners
For practitioners who need speed without complexity. Run formulas, inventory, labels, and order tracking from one workspace without manual spreadsheets.
- Fast order creation and fulfillment
- Real-time inventory visibility
- Fully customizable label designer
- Simple reporting and accounting support
Small Practices
Built for teams with multiple staff roles and growing inventory complexity. Keep the workflow coordinated without adding operational overhead.
- Shared workflows across practitioners and herbalists
- Role-aware order handoffs and tracking
- Supplier, lot, expiry, and cost visibility
- Practice-friendly pricing tiers
Teaching Clinics & Institutions
Institutional workflows for schools and larger clinics that need supervised, auditable operations across interns, supervisors, herbalists, and front desk.
- Intern submissions with supervisor review options
- Multi-role staff permissions
- Audit trail across critical actions
- Scaled operations for high-volume clinics
How it works
Pharmacy Management Workflow
Set up catalog and templates
Add your herbs and supplements once, then organize formula workflows around your own catalog and custom templates.
Create and assign orders
Build an order with quantities and dosage details, then assign it directly to the patient with clear status tracking.
Fill and label quickly
As orders are filled, labels auto-populate from real order data and can be customized in your drag-and-drop label designer.
Track inventory and performance
Inventory levels, margins, top items, and reporting stay visible in one place for easier operations and accounting.
Charting Workflow
Coming soon: charting and AI assistant tools designed to work alongside the pharmacy workflow.
Voice-to-text charting
Capture visit details faster with AI-assisted voice-to-text that helps turn spoken notes into structured chart entries.
AI charting helper
Use an AI chatbot helper trained on TheTCMAtlas.com's specialized database covering herbs, formulas, diagnosis, acupuncture, and treatment planning to support documentation and make charting easier during busy clinic flow.
Review progress over time
Compare previous charts, follow patient progress across visits, and keep important clinical history easier to review in one place.
Connected to pharmacy orders
Charting and pharmacy workflows are planned to connect directly, making it easier to reference formulas, orders, and treatment history together.
Institution Workflows (Optional)
Built to scale from solo practice
to teaching clinics.
RootRx is designed for everyday clinic operations first, with advanced workflow controls available for schools and multi-role teams. When needed, interns can submit, supervisors can review, and staff can fulfill and close orders in one connected system.
- Intern submission and supervisor review workflows
- Role-based permissions for larger teams
- Audit visibility across key workflow decisions
- Same platform used by solo, practice, and institutional plans
Simple, transparent pricing
Pharmacy subscriptions are live now. Charting and TheTCMAtlas AI are roadmap products and are not included in current subscriptions.
Pharmacy-only subscriptions
For clinics that need full pharmacy and inventory operations without charting.
For independent practitioners and solo practices of any modality.
- ✓1 admin account + unlimited patients
- ✓Full inventory management
- ✓Formula builder with dosage & prep type
- ✓Fully customizable label creation and printing
- ✓Patient records & order history
- ✓Supplier & cost tracking
- ✓Audit trail & HIPAA compliance
For multi-practitioner clinics with staff teams and a shared pharmacy.
- ✓Everything in Solo
- ✓Up to 15 staff accounts
- ✓Multi-role workflow (Herbalist, Front Desk)
- ✓Intern / Supervisor approval queue
- ✓Business reports & revenue analytics
- ✓Inventory cost & reorder analytics
- ✓Priority email support
For acupuncture schools, teaching clinics, and multi-site organizations.
- ✓Everything in Practice
- ✓Unlimited staff & student accounts
- ✓Full teaching clinic workflow
- ✓Volume discounts by student enrollment
- ✓Priority support & dedicated onboarding
- ✓Custom contract & invoicing available
Roadmap: Charting and TheTCMAtlas AI
Not yet released. Rollout updates will be announced as these products get closer to launch.
Built for practitioners who need robust charting without running full pharmacy operations. Planned features include optional TheTCMAtlas AI support and voice-to-text note capture, with TCM-native tools plus configurable templates for non-TCM charting styles.
- ✓Charting-focused workspace for solo practitioners
- ✓SOAP notes with TCM-specific clinical fields
- ✓Tongue and pulse documentation
- ✓Pattern diagnosis and visit-note timeline
- ✓Voice-to-text note capture for faster visits
- ✓Planned optional TheTCMAtlas AI chatbot assistant
- ✓HIPAA-first architecture and auditability
A dedicated TheTCMAtlas AI assistant trained on TheTCMAtlas database and study tools. Built as a standalone TCM chatbot and designed to plug into RootRx charting, formula construction, and diagnosis support. RootRx workflows remain configurable for non-TCM clinics.
- ✓900+ TCM formulas and 450+ single herbs knowledge base
- ✓Acupuncture point and diagnosis reference with treatment guidance
- ✓700+ food items with TCM medicinal properties
- ✓5-element personality quiz and study-tool context
- ✓Standalone chatbot product plus RootRx integration path
- ✓Practitioner mode and student learning mode
- ✓Server-side API architecture for HIPAA-ready deployments
Roadmap: Combined plans (pharmacy + charting)
Planned bundles that combine pharmacy and charting in one subscription.
- ✓Everything in Solo pharmacy plan
- ✓Full SOAP charting with TCM-specific fields
- ✓Linked patient chart and dispensing history
- ✓Voice-to-text chart capture
- ✓Everything in Practice pharmacy plan
- ✓Shared charting workspace for providers
- ✓Role-based access across charting and pharmacy
- ✓Integrated clinical and inventory reporting
- ✓Everything in Institution pharmacy plan
- ✓Training-clinic charting workflows
- ✓Student, supervisor, and practitioner chart permissions
- ✓Custom onboarding and migration support
Optional add-ons
Layer on extra capabilities to any plan.
High-resolution photos of raw and processed herbs for every item in your catalog. Great for staff training and patient education.
We import your inventory, set up staff accounts, and run a live remote training session with your team. Your data is handled through a HIPAA-compliant secure upload, and we provide a private link so nothing sensitive ever passes through email.
Add-ons can be enabled or disabled any time from your account settings. Institutions receive volume discounts on add-ons.
Ready to run a better practice?
Pharmacy plans are available now for solo practices, clinics, and institutions. Charting and TheTCMAtlas AI are in active development and not yet released.
Already have an account? Sign in