Navigating Through Transfer Pharmacies?

Overview

This guide explains how to navigate through the Transfer Pharmacies module in SiCompounding, including viewing, editing, and managing pharmacy profiles, prescriptions, pharmacists, documents, and actions.

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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. Access Transfer Pharmacies

1. Click the Transfer Pharmacies button at the top of the Institutions window.
2. The Transfer Pharmacies window opens, showing a list of all transfer pharmacies your institution is associated with.
3. Use the Search Bar to find a specific institution by name.
4. Click on the desired Transfer Pharmacy to display its details on the right side of the screen.

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3. Profile

• Displays Name, Contact Information, and Communication Notes.
• Click Edit from the top menu to update the Profile.
• The Pharmacy Information form opens—make changes and click Save.
• Click + Note to add a communication note.
  • Select Type: Email, Note, Phone Call, or SMS.
  • Enter the Note text and optionally add a Supporting Document or Image.
  • Click Save.

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4. Prescriptions

• Contains Rx Number, Drug Ordered, Patient Name, Date Issued, Last Filled, and Status.
• Use the Search Bar to find a specific prescription by Date, Number, or Patient Name.
• Click the prescription to view its details in the Prescription Module.
• Click < Go Back to return to the Transfer Pharmacies window.

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5. Pharmacists

• Displays Pharmacist Name, Position, Phone, and Email.
• Search for a specific pharmacist by Name or Email.
• Click + Pharmacist to add a new pharmacist:
  • Enter Prefix, Suffix, First Name, MI, Last Name
  • Set Status: Active | Inactive
  • Enter Phone, Ext, Fax, Email, Position, License Number
  • Portal Access: On | Off
  • Invitation Sent: Date, Sent To, Sent On
• Click Save after entering all data.
• Under Actions, click the gear icon → Edit to make changes and save.

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6. Documents

• Displays Filename, Created By, Date, Time, and Description.
• Click + Document to add a new document:
  • Drag and drop the file, select Document Type, and enter a Description.
  • Click Save.
• Use the Search Bar to find documents by filename.
• Under Actions at the end of each row:
  • Document: Preview the document
  • Delete: Opens confirmation dialog (“Use DELETE to confirm deletion. Otherwise, CANCEL”).

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7. Actions

Four main options are available in the Actions menu:

1. + New Pharmacy: Creates a new Transfer Pharmacy
2. Toggle Status: Set the record as Inactive (confirmation required)
3. Access Logs: View Timestamp, Account, and IP Address; click X to close
4. Change Logs: View Timestamp, Account, Modified Field, Set Value From/To; click X to close

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This completes the step-by-step guide on Navigating Through Transfer Pharmacies.