How to Create a New Order?

Overview

This guide walks through the complete workflow for creating a new Order in SiCompounding, from order creation through payment, shipping, communications, and documentation.

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Accessing Orders

1. Click the FileMaker Pro icon to open FileMaker.
2. From the left menu, select SiCompounding.
3. Click Pharmacy to open the Dashboard.
4. From the blue sidebar, click Orders.

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Creating a New Order

1. From the Orders window, click + Order.
2. A New Order popup opens with three selection options:

Select an Order Owner

• Patient

  • Search by Name, DOB, or Phone
  • Select Patient from the found set of records then click Create Order or...
  • Click + New Patient to create a new patient record

• Provider

  • Search by Name or NPI
  • Select Provider from the found set of records then click Create Order or...
  • Click + New Provider to create a new provider record

• Institution

  • Search by Institution Name
  • Select Institution from the found set of records then click Create Order or...
  • Click + New Institution to create a new institution record

3. Once selected, click Create Order or...

4. If there is an open Order an Alert Link to Order appears. Click Link Order to complete the open order.

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Order Summary Window

The Order Summary opens with:

• Order Date filled in automatically
• To Dispense On Date also filled in automatically

Patient Information

• Click Edit to modify patient details.

Shipping Override

• Overrides calculated shipping price
• Enter 0 to waive shipping charges

Discount Override

• Overrides calculated discount
• Enter 0 to disable discount

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Adding Prescription Drugs to your Order

1. Click + Prescription Drug
2. Select Prescription window opens
3. Choose from existing patient prescriptions or click + New RX (add link to New Rx guide)
4. Search by Drug Name or Rx Number and then select items using checkboxes
5. Click + All Selected to add to order
6. Close window using X in upper-right corner

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Adding OTC Drugs to your Order

1. Click + OTC Drug
2. Search by Product Name or NDC
3. Click + To List to add to order
4. Click + Add Selected Items
5. Remove items with X if needed
6. Close window using X in upper-right corner

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Adding Supplies to your Order

1. Click + Supply
2. Search by Name or NDC
3. Filter Active | Inactive | All
4. Click + To List
5. Click + Add Selected Items
6. Close window using X when finished

Shipping Configuration

Recipient Addresses

1. Select Patient, Provider, Institution, or Study Sponsor
2. Choose an address or click + New Address
3. Click Apply

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Order Delivery Information

• Delivery Method
• Service Provided by Pharmacy (Yes/No)
• Courier Service
• Pickup Date / Time / Job Number
• Delivery Date / Time
• Delivery Instructions
• Driver Comments

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Shipment Options

• ☐ Signature Confirmation
• ☐ Saturday Delivery
• ☐ Dry Ice Package
• ☐ Priority Alert

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Edit Address (Optional)

Required fields:

• Recipient Name
• Company Name
• Address Line 1 & 2
• City, State, Zip, Country
• Business or Residential
• ☐ Same as Primary Address

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Shipping Summary

• Shipping Price
• Shipping Service Rate
• Shipping Extras
• Shipping Override (0 = free shipping)
• Subtotal Shipping
• Estimated Weight (auto-calculated)

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Link Other Orders

• Click + Link to include additional orders in the same shipment
• Click Close when complete

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Monitoring Devices

1. Click + Device
2. Search by Name or NDC
3. Filter Active | Inactive | All
4. Verify stock availability
5. Click + To List
6. Click + Add Selected Items
7. Close window using X

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Payment (Tabz / HealNow Example)

Requesting Payment

1. From Orders, open the order
2. Click Payment
3. Select Payer → Patient
4. Select Payment Method → Credit Card
5. Click Request Payment
6. Click Send Payment Link

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Patient Profile Sync (Recommended)

1. Click Summary
2. Click Profile
3. Open Payment Methods tab
4. Click Update Profile (Tabz Icon)
5. Click < Go Back

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Completing Payment (Patient Side)

• Enter Last Name and DOB
• Review Shopping Cart
• Choose Pickup or Delivery
• Add Signature (if needed)
• Enter payment details
• Click Pay
• Receipt and feedback displayed

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Sync Payment

1. Back in Orders, click Sync Payment
2. Verify transaction appears in Payment History

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Handling Shipping Override Issue

• Default Tabz shipping = $40
• If override is red, click amount and correct to $40

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Adding a New Card After Payment

1. Delete existing transaction (gear icon → Delete)
2. Click Select Credit Card
3. Click + New Card
4. Enter card details
5. Click Save Card
6. Click Apply Payment
7. Confirm cancellation of existing payment link

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Refunds

1. Click gear icon on payment
2. Select Refund
3. Enter:
   • Refund Date
   • Refund Amount
   • Notes
4. Click Submit
5. Refund appears under Payment History

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Order Summary Calculations

• Subtotal Products
• Shipping Base
• Shipping Extras
• Shipper Fee
• Shipping Override
• Subtotal Shipping
• State Surcharge %
• Taxes
• Minimum Discount
• Discount Override
• Payment Fee
• Cash Price
• Total Due

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Communications

Located to the right of Payment.

Features

• Report OOS Event
• Add Notes:
  • Highlight Notes
  • Pick Sheet Notes
  • Billing Notes
  • Order Notes

OOS Report

Required:

• Report Date
• Occurrence Date
• Department
• Description (20+ characters)

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Call List

• Contact Status
• Call in Days
• Call Queue
• Last Call Date
• Next Call Date

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Additional Fields

• Discount Reason & Notes
• Shipping Override Reason
• Doctor Appointment Date
• Hold Setup (Yes/No)
• Need Clarification
• Patient Consultation Request

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Documents

1. Click Documents
2. Click + Document
3. Drag & drop files
4. Select Document Type
5. Enter Description
6. Click Save

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Completion

This completes the step-by-step guide for creating a new Order in SiCompounding, covering order creation, items, shipping, payment processing, communications, and documentation.