How Do I Add a New Institution?

Overview

This guide explains how to add a new institution in SiCompounding, including all required fields and optional settings.

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Step-by-Step Instructions

1. Open SiCompounding

1. Click the FileMaker Pro icon to open FileMaker.
2. From the left menu bar, click SiCompounding.
3. Click Pharmacy from the middle icons to open the Dashboard.
4. From the blue sidebar menu, click Institutions.

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2. Add a New Institution

1. Click the blue + Institution button.
2. The Institution Form opens. Fields in red are required.

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3. Enter Required Information

Complete the following fields:

• NPI Number
• DEA Number
• State License
• Telehealth: Yes | No
• Institution/Office Name
• Address, Suite/Apt #, Zip Code, City, State, Country
• Primary Phone, Secondary Phone
• Primary Fax, Secondary Fax
• Daily Shipping Report Email: Yes | No
• B2B ID
• Primary Email, Secondary Email
• Sales Agent (dropdown)
• Category (dropdown)
• Status: Active | Inactive
• Contact Authorization for related Patients: Yes | No

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4. Save the Institution

• Click Save once all required data and optional fields have been entered or updated.

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This completes the step-by-step guide on:
How to Add a New Institution