Overview

Communication Templates are pre-designed letters, notes, or messages that can be sent to patients, physicians, or other recipients. Templates can be added or modified to standardize communication and improve workflow efficiency.

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Navigation Path

1. Click the FileMaker Pro icon to open FileMaker.
2. From the left-hand menu, click SiCompounding.
3. In the main window, select Pharmacy to open the dashboard.
4. From the blue sidebar, select Settings.
5. Scroll below Bins/Bags Setup and select Communications → Templates from the dropdown.

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Communications Templates Window

The window displays a list of template IDs and types. From here, you can:

• Add a new template
• Edit existing templates
• Search for templates
• View change logs

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Create a New Template

1. Click + Template.
2. Enter data in the following sections:

Section 1 – Template Information

• Template Type (dropdown)
• Template Name
• Template Description

Section 2 – Message Content

• Subject
• Body

Section 3 – Recipients

• CC
• BCC

3. Click Save after all data is entered.

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Searching Templates

• Use the Search bar in the upper right corner to search by template Title.
• Press Enter/Return to execute the search.

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Template Actions (Gear Icon)

Click the gear (settings) icon at the end of a template row to access:

Edit

• Opens the Template Communications window.
• Make necessary changes and click Save.

Change Logs

• Opens the Record Modification Log.
• Displays all changes made to templates.
• Click the X in the upper-right corner to close the log.

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Important Notes

The Pharmacy Settings section contains foundational configuration data required before using other areas of SiCompounding. From this section, you can manage:

• Product settings
• Facility areas
• Equipment
• Workflows
• Costs and fees
• Laboratory work
• COM templates
• Notifications
• Integrations
• Automation and audit logs

Ensure all required data is entered accurately to maintain proper system operation.