Overview

Automations in SiCompounding allow you to set up rules that automate processes based on specific conditions. For example, you can configure a rule to send SMS notifications to patients with refills due in a certain number of days. Automations streamline workflows, reduce manual effort, and ensure timely actions.

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Step-by-Step Instructions

Open FileMaker Pro

1. Click the FileMaker Pro icon to open FileMaker.
2. From the left-hand menu, click SiCompounding.
3. In the main window, select Pharmacy to open the dashboard.
4. From the blue sidebar, select Settings.
5. Scroll below Integrations, select Automations.
6. The Automations window will open, displaying a list of rules, modules, and types.

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Automations Window Overview

The Automations window displays a list of automation rules with the following columns:

• Rule Name: Select a rule name from the dropdown.
• Module: Pick a module from the dropdown.
• Type: Choose a type from the dropdown.
• Days: Enter the number of days to enforce the rule.
• Rep: Specify the number of times to repeat the rule.
• Last Run: Displays the timestamp of the last execution of the rule.
• Status: Toggle the status slider (grey to green) to activate or deactivate the rule.

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Managing Automation Rules

1. Select All Rules: Use the checkbox to the left of the Rule Name column to select all rules.
2. Filter Rules: Use the dropdown lists to filter rules:
   • Select a Module: Choose a module (e.g., Prescriptions) to display related records.
   • Show All: Click the Show All button to display all records.

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Pharmacy Settings (System Foundation)

Pharmacy Settings provide the foundational templates and defaults required for system operation. These settings must be completed before using other areas of SiCompounding.

Best Practice: Enter all available and required data for each section and subsection to ensure proper system behavior, compliance, and reporting across SiCompounding.

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This completes the guide for Automations in SiCompounding.