Maintaining Compounding Workflows?

Overview

Compounding Workflows are structured, technology-driven processes that guide the preparation of customized medications. SiCompounding uses workflows to manage formula creation, pharmacist verification, ingredient checks, and other QA steps. Correct workflow configuration ensures safety, traceability, and regulatory compliance.

---

Navigation Path

Settings → Quality Assurance → Compounding Workflows

---

Step-by-Step Instructions

1. Open FileMaker Pro

1. Click the FileMaker Pro icon on your computer to launch FileMaker.

---

2. Access SiCompounding

1. When FileMaker opens, locate the large menu bar on the left side of the window.
2. Click SiCompounding (near the top of the menu).

---

3. Open the Pharmacy Dashboard

1. In the next window, several icons will appear across the middle of the screen.
2. Click Pharmacy to open the Pharmacy Dashboard.

---

4. Open Settings

1. From the blue sidebar menu on the left side:
   • Scroll to the bottom.
   • Select Settings.

---

5. Navigate to Compounding Workflows

1. Under Quality Assurance, select Compounding Workflows.
2. The Quality Assurance / Workflows window opens and shows the workflow steps for the selected compounding type.

---

Compounding Workflow Types

Compounding workflows are exposed as buttons/options in the Workflows window. Common types include:

• Non Sterile — Preparing non-injectable products such as creams, liquids, and capsules.
• Non Sterile to Sterile — Converting a non-sterile process into a sterile product using one or more non-sterile ingredients (e.g., APIs).
• Non Sterile to Sterile (Quarantine) — Workflow that enforces sterilization and a 14-day quarantine period for testing.
• Sterile to Sterile — Manipulating commercially prepared sterile products (e.g., adding an antibiotic to an IV bag).
• Sterile to Sterile (Quarantine) — Aseptic processing workflow for Category 2 preparations intended for extended storage; includes quarantine steps and testing.

---

Workflow Steps & Authorized Profiles

Each compounding workflow displays the sequence of steps and which Authorized Profiles may perform them. For example, select Sterile to Sterile (Quarantine) to view two columns:

• Step — The operation performed (weighing, compounding, sterilization, testing, release).
• Authorized Profiles — Roles authorized to complete the step (e.g., Technician, Pharmacist, QA Analyst).

At the end of each step, click the Status icon to manage the step record.

---

Managing Workflow Steps

• Edit — Click Edit from the Status options to open the Workflow Information window and change step details. Click Save to apply changes.
• Change Logs — Select Change Logs to open the Record Modification Log, which lists all edits to the workflow, including user, timestamp, and changes. Click X to close.

---

Searching and Filtering

• Use any provided filters or the workflow dropdown to switch between workflow types.
• Search fields (if available) allow quick lookup of specific steps or authorized profiles.

---

About Pharmacy Settings

Important: The Pharmacy Settings module contains templates and default configurations and must be completed before using other areas of SiCompounding.

Within Pharmacy Settings, you can manage:

• Product Settings – Configure pharmacy products
• Facility Areas – Define physical pharmacy spaces
• Equipment – Manage pharmacy equipment
• Workflows – Set up operational workflows
• Costs and Fees – Configure pricing structures
• Lab Work – Manage laboratory operations
• COM Templates – Create compound order templates
• Notifications – Set up system notifications
• Integrations – Configure third-party integrations
• Automations – Access and review automation logs

---

Best Practices

• Define roles and authorized profiles clearly and limit access according to responsibilities.
• Use quarantine workflows for products requiring sterility testing and extended storage.
• Keep detailed change logs for every workflow modification for audit readiness.
• Validate workflow steps with users (pharmacists and technicians) to confirm practicality and compliance.
• Regularly review and test workflows to ensure they reflect current SOPs and regulatory requirements.

---

This completes the step-by-step guide for Maintaining Compounding Workflows in SiCompounding.