Adding a New Formula from a Template?

Overview

Creating a new formula from a template in SiCompounding allows pharmacists and technicians to leverage pre-existing formulation structures, saving time and reducing errors in data entry. Templates can include:

• Formula ingredients
• Packaging supplies
• Preparation instructions
• Quality assurance and workflow assignments

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Step-by-Step Instructions

1. Open FileMaker Pro

   • Click the FileMaker Pro icon to launch the application.

2. Navigate to SiCompounding

   • From the large menu bar on the left, click SiCompounding near the top.

3. Access the Pharmacy Dashboard

   • In the middle window, click the Pharmacy icon to open the Dashboard.

4. Open Formulations

   • Use the blue sidebar menu on the left and click Formulations.

5. New from Template

   • Click the + New from Template button to create a formula based on an existing template.

6. Master Formula Selection

   • Select the Master Formula you want to use as a template for your new formula.
   • Click Select to proceed with the template-based formula creation.

7. Follow the New Formula Creation Steps | + New Formula | Create a new formula | Step-by-step: How to Create a New Formula? |

   • Make any changes to the formula details, ingredients, instructions, QA, and other fields as needed.
   • Ensure to review, update and then verify all relevant information to fit the specific requirements of the new formula from template.

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Notes

• Using templates ensures consistency across compounded formulas.
• Templates help maintain regulatory compliance by standardizing ingredients, instructions, and quality checks.
• Future updates will include instructions for:
  • Selecting a template
  • Customizing ingredients or instructions
  • Assigning workflows and verification steps

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✅ This completes the step-by-step guide for adding a new formula from a template.