How to Compound From Stock or Prescription?

Overview

When beginning the compounding process, the formula used will either be:

• Stock Compounding – Refill from pre-existing inventory
• Prescription Compounding – Made from scratch for a specific patient

The general process after initiating either method is largely the same. This guide covers both pathways and the general compounding workflow.

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Step 1: Open FileMaker Pro and Navigate to Pharmacy

1. Click the FileMaker Pro icon to open the application.
2. From the menu bar on the left, select SiCompounding.
3. In the middle window, click Pharmacy to open the Dashboard.

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Step 2: Stock Compounding (Refill from Inventory)

1. In the blue sidebar menu, click Formulations.
2. At the top of the Formulations window, click Verified to access all verified formulas.
3. Use the Search bar to locate the formula.
4. Click the Actions button from the rightside of the Main menu.
5. Select Create Compounding Order from the dropdown.
6. In the New Compounding Record window:
   • Section 2: Enter the Batch Size (number of units to make)
   • Section 4: Select Stock for Inventory and Patient for Prescription.
7. Click Create to send the formula to Compounding.
8. In Compounding, click Search at the top, locate the formula, and open it.
9. If a Hazardous Products alert appears, click the USP link for safety details, then > Continue.

Tip: Adjust batch size as needed for partial batches or link orders to combine multiple orders of the same formula.

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Step 3: Prescription Compounding (Patient-Specific)

1. In the blue sidebar menu, click Compounding.
2. Use the Lookup button and scan the prescription document to access the patient’s profile.
3. Click Pending Lot Creating to start the compounding process.
4. Follow General Compounding Instructions below.

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General Compounding Instructions

1. Start

1. Select the compounding area by clicking Area.
2. In the Select Compounding Areas window, move the desired area to Area Selected and click Close.
3. Select the equipment to be used by clicking Equipment.
4. Move required equipment to Equipment Selected and click Close.
5. Click Review and Acknowledge to proceed to components and ingredients.

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2. Components

Weigh and prepare ingredients according to formula instructions:

Example workflow:

1. Weigh powders in the powder hood.
2. Triturate active ingredient (e.g., progesterone) to a homogenous powder.
3. By geometric addition, combine powders with excipients.

Instructions for each ingredient:

• Click Weigh to calculate required amount.
• Scan QR code; expected weight appears on the scale.
• If weight does not appear, click Set Value.
• Click Print when ingredient is ready.

Note: Substitute warnings will appear if a required ingredient is unavailable.

Packaging Supplies:

• Scan each supply and enter required information.

Documentation:

• Click Take Photos to capture ingredients and supplies.
• Click SureIntelligence Verification Set as Ingredients Verified and wait for head pharmacist verification.
• Click Start to proceed.

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3. Mix Preparation

1. Click Create Sub-Batches if machine capacity requires multiple batches.
2. Set capsules per batch; the system will divide formula accordingly.
3. Weigh each batch and click Print when it passes weight tests.
4. Perform capsule weight test for 10% of batch:
   • Tare scale, weigh capsules, click Set Value.
   • Repeat until batch verification is complete.
5. Once all batches pass, the head pharmacist must verify.
6. Click Finish Non-Sterile Prep.

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4. Quality Checks

1. Click Visual Inspection.
2. Inspect capsules and packaging according to protocol.
3. Check all visual elements, then click Complete.
4. Request quality checks verification.

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5. Release (Head Pharmacist)

1. Review all documentation and verifications.
2. Verify or select N/A for each step.
3. Submit for final release.
4. After verification, create the prescription label via the Actions menu.

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✅ This completes the step-by-step guide for compounding from stock or prescription.