Using a Barcode Scanner for Lookups?

Overview

The Barcode Lookup feature in SiCompounding allows users to instantly access records by scanning a QR code, barcode, or UPC. This feature improves efficiency, reduces manual data entry, and helps minimize errors when accessing patient files, orders, inventory, formulations, and more.

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Navigation Path

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the large menu bar on the left and click SiCompounding (near the top).
3. In the main window, click the Pharmacy icon to open the Dashboard.
4. The Dashboard is selected by default in the blue sidebar.
5. At the top of the window, click the Lookup button.

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Using Barcode Lookup

1. Click Lookup.
2. A dialog opens displaying “Scan Anything…”.
3. Use a barcode scanner or camera-enabled device to scan any supported item.

The system will automatically identify and open the associated record if the scanned item exists in SiCompounding.

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What Can Be Scanned

SiCompounding supports scanning for records that contain QR codes, barcodes, or UPC codes, including:

• Patients
• Orders
• Physicians
• Inventory items
• Products
• Purchase Orders (POs)
• Formulations
• Compounding records
• Related documentation

Once scanned, the corresponding profile or record is displayed immediately on screen.

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QR Codes in SiCompounding

• QR codes are automatically generated by SiCompounding
• They appear in the top-right corner of records when logged in
• Available for:
  • Patient files
  • Inventory products
  • Purchase Orders (PO)
  • Formulations
  • Compounding records
• QR codes are also included on printable documents

Scanning a QR code opens the exact record tied to that code.

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Barcodes and Inventory Scanning

• Shipping boxes often include barcodes containing product details
• When scanned, information such as:
  • Lot number
  • Expiration date should populate automatically

Important Validation Notes

• Always confirm that the scanned lot number and expiration date match the supplier’s documentation
• Barcodes on outer shipping boxes may not match individual products inside
• If information does not match:
  • Manually enter the correct data
  • Verify each product individually

Accurate verification is critical for inventory integrity and compliance.

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Exiting Barcode Lookup

To exit the Scan Anything… popup:

• Click anywhere on the popup screen
  or
• Press Esc on the keyboard

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Best Practices

• Use scanning to improve speed and reduce manual entry
• Always validate scanned inventory data against supplier documentation
• Manually correct data when barcode limitations are identified
• Use QR codes for the fastest and most accurate record access

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Recommended Hardware

The recommended barcode scanner for use with SiCompounding is:

Symbol DS9208 Hands-Free Imager

This device provides reliable scanning for both barcodes and QR codes in clinical and pharmacy environments.

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This completes the step-by-step guide: Using a Barcode Scanner for Lookups.