How to Add a New Patient?

Overview

This guide explains how to add a new patient to SiCompounding. There are two ways to add a patient, but the recommended method is through the Patients module on the sidebar. Completing the patient form ensures accurate dispensing, reporting, and workflow management.

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Accessing the Patient Form

1. Click the FileMaker Pro icon to open FileMaker.
2. Select SiCompounding from the left menu bar.
3. From the middle icons, click Pharmacy to open the Dashboard.
4. Click Patients from the blue sidebar menu.
5. In the top header area, click + Patient.

A new Patient Form will appear with nine required sections.

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Step 1: Patient Type

• Select the Patient Type from the dropdown:
  • Human Patient – receives human prescription drugs, OTC drugs, or compounded products registered with the FDA.
  • Veterinary Patient – receives veterinary drugs or compounded products registered with the FDA.
• Additional options:
  • Clinical Trial Patient – requires Subject ID, Study Site, or Patient Initials.
  • Institution Patient, Consultation Patient, OutcomeMD Patient – select Yes/No as appropriate.

Note: Patient Types drive workflows and ensure correct dispensing.

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Step 2: General Demographics

Enter the following information:

• First Name, M.I., Last Name
• Primary Language, Gender, Date of Birth (DOB)
• ID Type, ID#, ID Expiration (calendar)
• Ethnicity, Race, Category

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Step 3: Addresses

• Primary Address – Address, Suite/Apt #, Zip Code, City, State, Country
• Shipping Address – click + Address to add:
  • Recipient Name, Company Name, Address Line 1 & 2
  • Zip Code, City, State, Country
  • Select Business or Residential
  • Same as Primary Address
• Click Save when complete.

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Step 4: Contacts

• Enter Contact Information: Phone 1 & 2, Type, Related to, Email, Fax
• Contact Authorized Yes/No
• Additional Contact – click + Contact:
  • Prefix, Suffix, First Name, M.I., Last Name, Status
  • Phone, Ext, Fax, Email, Position, License #
  • Relationship to Patient, Portal Access, Sent To, Sent On, Invitation Sent
• Click Save when complete.

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Step 5: Patient Demographics

• Height, Weight, Weight Date (calendar), BMI
• Diabetic? Yes/No/Not Given
• Smoker? Yes/No/Not Given
• Safety Caps Preferences, Last Clinic Visit Date (calendar)
• Preferred Medication Flavor (select NONE if no preference)
• IV Access Type (dropdown)

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Step 6: Patient Diagnosis Information

• Patient Diagnosis? Yes/No/Not Given
• Click + Diagnosis to add a diagnosis:
  • Search by diagnosis name, press Enter
  • Click > to add to Patient Diagnosis list
  • Click Close when finished
• To delete, click the trash can icon and confirm.

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Step 7: Patient Allergy Information

• Click + Allergy or + Drug Allergy:
  • Search and select allergies, click > to add
  • Click + NKDA for No Known Drug Allergies
  • Delete entries via the trash can icon if needed
• Record other reported allergies from EMR, Order API, etc.

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Step 8: Patient Medication Information

• Click + Medication:
  • Search and select medications, click > to add
• Edit or Delete medications via gear icon:
  • Edit – change start/end date, notes
  • Delete – confirm deletion via dialog

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Step 9: Patient Payment Methods

• Click + Credit Card to add:
  • Select Merchant from dropdown
  • Click Bring from Cardholder to auto-fill information
  • Enter Card Number, Expiration, CVV, Card Holder Name
  • Address, City, State, Zip Code
  • Select Usage – One Time or Save for Later
• Click Save Card when finished

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