Adding and Managing Entity Categories?

Overview

The Entity Categories table is used to maintain standardized categories for key entities within SiCompounding, including:

• Institution
• Patient
• Physician
• Product

Entity Categories help group and classify records in a consistent way across the system.

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Accessing Entity Categories

Follow the steps below to navigate to the Entity Categories setup area.

Step-by-Step Navigation

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the large menu bar on the left side of the window.
3. Click SiCompounding (near the top).
4. In the next window, several icons appear across the middle of the screen.
5. Click Pharmacy to open the Dashboard.
6. From the blue sidebar menu, scroll to the bottom and select Settings.
7. Under General Settings, select Codes and Classifications.
   • The Code Classifications section allows users to input standardized codes for prescription orders.
8. From the popup list, select Entity Categories.

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Entity Categories Table

The Entity Categories window opens and displays a list of existing categories.

Table Columns

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Searching Entity Categories

• Use the Search bar in the upper-right corner.
• Select the desired Category from the dropdown list.
• Press the Enter/Return key to display search results.

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Managing Entity Categories

Each Entity Category includes management options accessed from the settings (gear) icon.

Edit an Entity Category

1. Click the settings (gear) icon for the Entity Category you want to modify.
2. Select Edit.
3. The Categories window opens.
4. Update the necessary information.
5. Click Save to apply changes.

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View Change Logs

1. Click the settings (gear) icon for the Entity Category.
2. Select Change Logs.
3. The Record Modification Log window opens, showing a list of changes made to the Entity Category.
4. Click the X in the upper-right corner to close the window.

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Pharmacy Settings Overview

The Pharmacy Settings section contains the templates and default configurations for your pharmacy and must be completed before using any other area within SiCompounding.

Areas Managed in Pharmacy Settings

• Product settings
• Facility Areas
• Equipment
• Workflows
• Costs and Fees
• Lab Work
• COM Templates
• Notifications
• Integrations
• Access logs (available through the Automations tab)

:::callout type="warning" It is important to enter all available and required data for each section and subsection in Pharmacy Settings to ensure accuracy, consistency, and proper system functionality. :::

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Summary

Maintaining Entity Categories ensures:

• Consistent classification of system records
• Improved data organization and reporting
• Standardized workflows across entities

Entity Categories should be reviewed periodically and updated as pharmacy operations evolve.