Settings — Costs and Fees

Step by Step

Overview

The Costs and Fees section allows your pharmacy to categorically break down and manage all financial expenditures.
These configurations ensure that fees, markups, expenses, and laboratory costs are automatically calculated and applied throughout SiCompounding when applicable.

Proper setup of this section is critical for accurate pricing, billing, and financial reporting.

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Step 1 — Open SiCompounding

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the left-side menubar and click SiCompounding (near the top).
3. Select Pharmacy to open the Dashboard.

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Step 2 — Navigate to Costs and Fees

1. From the blue sidebar menu, select Settings (located at the bottom).
2. Under Finances, select Costs and Fees.
3. The Costs and Fees window opens, displaying four main sections.

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Costs and Fees Sections

1. Pharmacy Fees

This section allows you to define fixed fees that are automatically integrated and calculated when specific items or processes are used.

Examples:

• When a formula is compounded, applicable Controlled Drug or Hazardous fees are automatically added to the total cost.

Click Edit to modify fees in the Fee Settings window.

Configurable Pharmacy Fees

• Complexity
• Controlled Drug
• Formulation
• Hazardous
• Quarantine
• Markup Percentage
• Rx Dispense Fee
• Shipping / Delivery
• Order Discount Minimum Value
• Order Discount %
• Insurance Compounding Fee
• Insurance Retail Fee

After making changes, click Save.

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2. Fees by Product Categories

This section applies fees based on product categories.

• Click the Gear (settings) icon to access options:
  • Edit — Modify values in the Cost Information window. Click Save when finished.
  • Change Logs — View the Record Modification Log for changes made to Fees by Product Categories.
    Click the X in the upper-right corner to close the window.

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3. Pharmacy Expenses

Pharmacy Expenses allow you to track operational costs.

Add a New Expense

1. Click the + Expense button.
2. The Expenses Settings popup window opens.
3. Enter:
   • Description
   • Cost
   • Type
4. Click Save.

Manage Existing Expenses

Click the Gear (settings) icon for an expense to access:

• Edit — Modify expense information and click Save.
• Delete — Opens a deletion confirmation dialog.
  • Select DELETE to permanently remove the record.
  • Select CANCEL to close without deleting.
• Change Logs — View the modification history for Pharmacy Expenses.
  Click the X to close the log window.

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4. Expenses / Laboratory Testing Costs

This section displays Laboratory Testing Costs, including microbiology and lab-related expenses.

• Click Update from Pharmetric Lab to refresh lab cost data.

Manage Laboratory Costs

Click the Gear (settings) icon to access:

• Edit — Modify values in the Microbiology window and click Save.
• Change Logs — View the Record Modification Log for Laboratory Testing Costs.
  Click the X in the upper-right corner to close the window.

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Important Notes

The Pharmacy Settings area contains essential templates and default configurations and should be completed before using any other area within SiCompounding.

From Pharmacy Settings, you can manage:

• Product Settings
• Facility Areas
• Equipment
• Workflows
• Costs and Fees
• Lab Work
• COM Templates
• Notifications
• Integrations
• Automation Logs

Ensuring accurate and complete setup of Costs and Fees guarantees reliable pricing, automated calculations, and consistent financial data throughout SiCompounding.

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This completes the guide for Updating Costs and Fees.