Provider information
Start with the prescription date. Search a name or identifier and compare appearances across released reports.
- Name, DEA, license, or NPI
- Prescription-date review window
- Detailed source history
UCI 340B Program Companion
Less searching.
More source context.
Bring prescription audit information into one traceable workflow.
A centralized reference and documentation platform for pharmacist auditors—built around released Excel reports, historical records, and the details behind each result.
Historical source reportsControlled access
A closer look at PharKeep
A 26-second introduction. Upload Excel reports. Search released information in one workspace.
See the bigger picture
A closer look
at PharKeep
A 26-second introduction.
Search released reports
Find provider appearances across reviewed source files.
Review historical context
Use the prescription date to guide provider report searches.
Keep source details close
Inspect workbook, worksheet, and row references.
Upload Excel reports. Search released information in one workspace.
Explore application viewsPromotional scenes show pharmacy staff working with spreadsheets, followed by illustrative mobile and dashboard screens. These are concept visuals, not a live application demonstration. Current features and application screenshots are described on this page. Use the player controls to pause, change volume, seek, or enter fullscreen.
Explore application viewsProvider references
Pharmacist context
Department information
Drug exclusions
The application at a glance
Executive Summary
The UCI 340B Program application centralizes provider, pharmacist, department, drug-exclusion, and source-report information used during prescription auditing. Pharmacist auditors can search uploaded Excel data without reopening multiple workbooks, apply provider review periods based on the prescription date, and view supporting source-report details from a single interface.
The web app also includes administrator-controlled release of Excel reports for use in query searches, access to historical uploaded records, single sign-on access restrictions, and audit logging. Together, these features streamline the audit process and improve documentation consistency, traceability, and access to supporting information.
A deliberate audit workflow
From uploaded workbook to traceable source.
Every stage has a distinct purpose. Uploading a workbook does not automatically make it available in audit searches.
- 01
Upload
An administrator stages an Excel source report.
Not yet searchable
- 02
Review
Check detected columns, source rows, dates, and warnings.
Review the source
- 03
Release
Explicit confirmation makes the report available for lookup.
Released to search
- 04
Search
Find relevant information using the appropriate lookup tool.
Auditor workspace
- 05
Trace
Inspect source references, report history, and recorded events.
Supporting context
The provider search window is an application-defined three-calendar-year review period, not a universal 340B regulatory requirement.
One application · four lookup tools
The context behind a prescription review.
Move between related references in one workspace. Each lookup has its own search controls; the application does not imply that every data source is queried by one universal search.
Pharmacist information
Find pharmacy personnel and service-location context without reopening a separate directory.
- Pharmacist, clinic, and location
- Listed and archived entries
- Preserved source appearances
Department information
Review department-level context while preserving what the source actually reports.
- Department records and identifiers
- Source-reported 340B designation
- Missing values remain distinguishable
Drug-exclusion information
Check released exclusion sources with the original identifier formatting and descriptive context intact.
- NDC and description search
- Category-based filtering
- Leading zeroes and source variants
A connected reference workflow
Keep the source in view.
Provider results bring available identifiers, reported history, and source provenance together. Related lookup tools add pharmacist, department, and drug-exclusion context.
Prescription date
Provider name or identifier
Released provider report search
Reported identifiers
Historical appearances
Workbook · sheet · row
Application views
Look inside the audit workspace.
Explore the actual PharKeep interface with fictitious records. Select any screen to inspect it in the in-page viewer, with zoom, panning, and keyboard controls.
01 / Search
Provider lookup
A prescription date, one provider search, and appearances across released historical reports.
02 / Verify
Source details
Reported identifiers, dates, and the exact workbook, worksheet, and source row.
03 / Reference
Pharmacist directory
Pharmacists, clinic locations, and listed or archived source information together.
04 / Context
Department information
Department records and source-reported 340B location designations.
05 / Review
Drug-exclusion reference
Category filters, preserved NDC formatting, and source-reported descriptions.
06 / Release
Controlled report review
Detected columns and five source rows, reviewed before a report is released.
07 / Trace
Audit activity
Filterable application events with actor, timestamp, action, and recorded outcome.
Documentation efficiency
Fewer separate files. A clearer review path.
A qualitative workflow comparison—not a measured time-saving or error-reduction claim.
Manual workbook process compared with PharKeep
Audit task
Manual workbook process
With PharKeep
Find provider history
Manual workbook processOpen and search multiple workbooks
With PharKeepSearch across released provider reports
Apply a review period
Manual workbook processCompare report dates manually
With PharKeepCalculate the window from the prescription date
Review supporting fields
Manual workbook processFind columns across workbook layouts
With PharKeepInspect available source fields together
Trace a result
Manual workbook processWrite down workbook, sheet, and row
With PharKeepRead retained source references
Confirm publication
Manual workbook processDetermine which files were approved
With PharKeepDistinguish staged, released, and withdrawn reports
Review activity
Manual workbook processReconcile separate notes and records
With PharKeepReview supported app events and native history
Functional breakdown
Feature Analysis
How the application supports review, source documentation, and audit readiness—without substituting for an eligibility determination.
| Feature Name | Functional Description | Benefit to Auditor |
|---|---|---|
| Lookup & searchPrescription-date provider search | Search released provider reports within the inclusive three-calendar-year period ending on the prescription date. Future, older, and undated reports are excluded from this search. | Keeps provider evidence within the application’s defined review period. This is a configured workflow, not a universal 340B regulatory lookback requirement. |
| Lookup & searchCross-workbook provider history | Search names, DEA numbers, licenses, or NPIs across released reports, with partial, case-insensitive matching. | Find multiple source appearances without opening each workbook separately. |
| Lookup & searchPharmacist directory | Search pharmacists, clinics, and locations; review listed and archived source entries. | Locate pharmacy personnel and service-location context for a prescription review. |
| Lookup & searchDepartment reference | Display department information and source-reported 340B location designations without inferring missing values. | Review department context while keeping unreported or ambiguous information distinguishable. |
| Lookup & searchDrug-exclusion reference | Search released exclusion records by NDC or description, filter categories, and retain leading zeroes and source variants. | Reduce transcription and formatting errors when checking the applicable exclusion source. |
| Source documentationDetailed source context | Show available reported identifiers, status, program, appointment and other dates, alongside workbook, worksheet, row, and report date. | Compare supporting fields together and trace a result to its source location. |
| Source documentationHistorical report library | Browse preserved released reports by filename, year, report date, and upload time. Unknown dates remain visible in the library. | Find earlier source material without letting newer uploads erase its history. |
| Report governanceStaged workbook review | Separate upload, analysis, review, release, and withdrawal; review detected columns, source previews, and warnings. | Keep unreviewed uploads out of provider searches and distinguish publication from file receipt. |
| Report governanceHistorical workbook compatibility | Recognize supported historical layouts while validating headers and preserving original source distinctions. | Use compatible older reports without silently treating unrelated columns as provider evidence. |
| Audit readinessApplication audit events | Record supported workflow and search events with actor, time, action, and outcome; expose native record history where available. | Help reconstruct activity and reconcile record changes. Event coverage is not a complete or immutable record of all system activity. |
| Audit readinessControlled lookup receipts | Provide controlled provider lookup receipts and exports in the applicable receipt workflow, with record and access boundaries. | Retain applicable review references without implying every lookup automatically creates an eligibility determination. |
| Access & scopeSSO and role boundaries | Use approved Google single sign-on accounts and separate Owner, Administrator, and Lookup User permissions. | Restrict report management and sensitive administrative activity to authorized users. |
| Access & scopePrivate protected data | Keep application credentials and protected workbook access server-side, with private, no-store controls for protected responses. | Limit unnecessary exposure of internal operational information during routine review. |
| Access & scopeInformational decision support | Present source-reported facts and history without automatically deciding employment, prescription eligibility, or final 340B compliance. | Keep the final determination with the auditor and the covered entity’s policies and supporting documentation. |
Lookup & search
Prescription-date provider search
- How it functions
- Search released provider reports within the inclusive three-calendar-year period ending on the prescription date. Future, older, and undated reports are excluded from this search.
- Audit benefit
- Keeps provider evidence within the application’s defined review period. This is a configured workflow, not a universal 340B regulatory lookback requirement.
Lookup & search
Cross-workbook provider history
- How it functions
- Search names, DEA numbers, licenses, or NPIs across released reports, with partial, case-insensitive matching.
- Audit benefit
- Find multiple source appearances without opening each workbook separately.
Lookup & search
Pharmacist directory
- How it functions
- Search pharmacists, clinics, and locations; review listed and archived source entries.
- Audit benefit
- Locate pharmacy personnel and service-location context for a prescription review.
Lookup & search
Department reference
- How it functions
- Display department information and source-reported 340B location designations without inferring missing values.
- Audit benefit
- Review department context while keeping unreported or ambiguous information distinguishable.
Lookup & search
Drug-exclusion reference
- How it functions
- Search released exclusion records by NDC or description, filter categories, and retain leading zeroes and source variants.
- Audit benefit
- Reduce transcription and formatting errors when checking the applicable exclusion source.
Source documentation
Detailed source context
- How it functions
- Show available reported identifiers, status, program, appointment and other dates, alongside workbook, worksheet, row, and report date.
- Audit benefit
- Compare supporting fields together and trace a result to its source location.
Source documentation
Historical report library
- How it functions
- Browse preserved released reports by filename, year, report date, and upload time. Unknown dates remain visible in the library.
- Audit benefit
- Find earlier source material without letting newer uploads erase its history.
Report governance
Staged workbook review
- How it functions
- Separate upload, analysis, review, release, and withdrawal; review detected columns, source previews, and warnings.
- Audit benefit
- Keep unreviewed uploads out of provider searches and distinguish publication from file receipt.
Report governance
Historical workbook compatibility
- How it functions
- Recognize supported historical layouts while validating headers and preserving original source distinctions.
- Audit benefit
- Use compatible older reports without silently treating unrelated columns as provider evidence.
Audit readiness
Application audit events
- How it functions
- Record supported workflow and search events with actor, time, action, and outcome; expose native record history where available.
- Audit benefit
- Help reconstruct activity and reconcile record changes. Event coverage is not a complete or immutable record of all system activity.
Audit readiness
Controlled lookup receipts
- How it functions
- Provide controlled provider lookup receipts and exports in the applicable receipt workflow, with record and access boundaries.
- Audit benefit
- Retain applicable review references without implying every lookup automatically creates an eligibility determination.
Access & scope
SSO and role boundaries
- How it functions
- Use approved Google single sign-on accounts and separate Owner, Administrator, and Lookup User permissions.
- Audit benefit
- Restrict report management and sensitive administrative activity to authorized users.
Access & scope
Private protected data
- How it functions
- Keep application credentials and protected workbook access server-side, with private, no-store controls for protected responses.
- Audit benefit
- Limit unnecessary exposure of internal operational information during routine review.
Access & scope
Informational decision support
- How it functions
- Present source-reported facts and history without automatically deciding employment, prescription eligibility, or final 340B compliance.
- Audit benefit
- Keep the final determination with the auditor and the covered entity’s policies and supporting documentation.
Governance & audit readiness
Controlled publication. Documented context.
Organize supporting information and review activity while preserving access boundaries and the limits of the source data.
Control what becomes searchable
- Separate workbook receipt from review and release.
- Inspect mapped fields, source rows, and warnings before publication.
- Distinguish released reports from staged or withdrawn sources.
- Preserve historical reports for retrospective review.
Limit access. Retain context.
- Approved-account Google single sign-on.
- Owner, Administrator, and Lookup User role boundaries.
- Operational event history, with sensitive security events restricted.
- Native record history where available for reconciliation.
340B Learning Resource
From the PharKeep blog
What Is 340B Compliance? How Technology Can Help
Kevin Van, PharmD
An overview of selected 340B compliance responsibilities, patient-definition guidance, and how technology can support documentation, source traceability, and audit review. The article also explains why software does not replace organizational accountability or independently determine eligibility.
Topics covered
- Diversion and duplicate-discount prevention
- Patient-definition and documentation considerations
- Technology-assisted review and audit preparation
PharKeep educational background—not an official HRSA publication, an eligibility determination, or a substitute for current official guidance.
What differs from manual auditing
Unique Features
- 01Prescription-date-specific provider review periods.
- 02Search across multiple released Excel provider reports.
- 03Workbook, worksheet, and row-level source traceability.
- 04Separate upload, review, release, and withdrawal stages.
- 05Four related audit-reference domains in one application.
- 06Application events plus available native record history.
- 07Evidence presentation without automated eligibility conclusions.
Explore PharKeep
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