General Features of SiCompounding?

Overview

The General Features menu in SiCompounding provides consistent tools and navigation across all modules. This guide explains each feature and its functionality.

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Navigation Path

1. Click the FileMaker Pro icon to open FileMaker.
2. In the left-hand menu, click SiCompounding (near the top).
3. Click Pharmacy in the main window to open the Dashboard.

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Current User Dropdown

The current user information is displayed in the top right corner. Click on the user icon to see the dropdown options:

• Team Directory – Opens the Contact Team window with a search bar. Communication buttons include: Video, Phone, Chat, Email. Click Close when finished.
• My Profile – Under Development.
• Exit Application – Closes the SiCompounding application.

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Dashboard General Features

The top menu contains several features used across SiCompounding modules:

Messages

• Access any messages sent electronically to patients.
• Filter messages by Today or by a Date Range.

Reports

• Access reports in multiple forms, including Dashboard News.
• Click the Reports button in the header to access:
  • Pharmacy Stats
  • On-Demand Reports
• Later modules will cover Detail View vs List View and Export/Print options.

Communications

• View communication notes added into the system under the General tab.
• Filter by date using the calendar in the header.

Lookup (with Scanner)

• Scan QR codes on inventory items, documents, orders, etc.
• Scanner icons are located at the top right of every document and on inventory packaging.

< Go Back

• Returns to the previous page.
• Located on the top right header throughout the software.

Help

• Opens the Help Center from the top right of any screen.

Current User Dropdown

• Displays the current user’s name,role and possibly photo.

• Click to access:

  • Team Directory – Opens the Contact Team window with a search bar. Communication buttons include: Video, Phone, Chat, Email. Click Close when finished.
  • My Profile – Under Development.
  • Exit Application – Closes the SiCompounding application.

General Features Used in Other Modules

Notifications

• Bell icon located on the top right corner area throughout the software.
• Displays alerts and notifications.

Detailed View vs List View

• If Detailed View appears as a button, you are currently on List View.
• Clicking it switches to Detailed View of the selected record.

Export/Print Information

SiCompounding allows printing and exporting data to Excel or PDF.

• Action Button – Usually located at the top right of the screen or section.
• Three Buttons – Top right corner of the screen:
  1. Export as PDF
  2. Export as Excel
  3. Print

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This completes the step-by-step guide: General Features of SiCompounding.