Updating the Therapeutic Classes List?

Overview

Therapeutic Classes categorize drugs by their clinical purpose or the disease they treat (therapeutic category), rather than their pharmacological mechanism. Accurate therapeutic class data supports inventory organization, formulation creation, and consistent labeling.

---

Navigation Path

Settings → Codes and Classifications → Therapeutic Classes

---

Step-by-Step Instructions

1. Open FileMaker Pro

1. Click the FileMaker Pro icon on your computer to launch FileMaker.

---

2. Access SiCompounding

1. When FileMaker opens, locate the large menu bar on the left side of the window.
2. Click SiCompounding (near the top of the menu).

---

3. Open the Pharmacy Dashboard

1. In the next window, several icons will appear across the middle of the screen.
2. Click Pharmacy to open the Pharmacy Dashboard.

---

4. Open Settings

1. From the blue sidebar menu on the left side:
   • Scroll to the bottom.
   • Select Settings.

---

5. Navigate to Codes and Classifications

1. Under General Settings, select Codes and Classifications.
   • This section allows you to input and manage standard codes for prescription orders.

---

6. Select Therapeutic Classes

1. From the popup list, select Therapeutic Classes.
2. The Therapeutic Classes window opens, displaying the list of classes and their settings.

---

Therapeutic Classes Window Fields

The Therapeutic Classes window displays the following columns:

---

Searching Therapeutic Classes

• Use the Search bar in the upper right corner to find classes by Code or Class name.
• Press Enter/Return to execute the search.

---

Adding a New Therapeutic Class

1. Click the + Class button to create a new class.
2. Enter the required fields (Code, Class) and any notes.
3. Set the Status to Active or Inactive as needed.
4. Click Save to add the new therapeutic class.

---

Editing, Deleting, and Change Logs

1. Locate the class row you want to manage and click the settings gear icon.
2. Available options:
   • Edit — Open the class record to make changes, then click Save.
   • Delete — Opens a Deletion Confirmation dialog. Choose DELETE to permanently remove the class or CANCEL to close the dialog without deleting.
   • Change Logs — Opens the Record Modification Log window showing a history of changes, timestamps, and user info. Click X to close.

---

About Pharmacy Settings

Important: The Pharmacy Settings module contains templates and default configurations and must be completed before using other areas of SiCompounding.

Within Pharmacy Settings, you can manage:

• Product Settings – Configure pharmacy products
• Facility Areas – Define physical pharmacy spaces
• Equipment – Manage pharmacy equipment
• Workflows – Set up operational workflows
• Costs and Fees – Configure pricing structures
• Lab Work – Manage laboratory operations
• COM Templates – Create compound order templates
• Notifications – Set up system notifications
• Integrations – Configure third-party integrations
• Automations – Access and review automation logs

---

Best Practices

• Ensure all therapeutic classes are configured and status-managed before staff begins using them in inventory or formulations.
• Use clear, consistent class names and codes to avoid ambiguity.
• Regularly review and document changes using Change Logs for auditability.
• Mark deprecated classes as Inactive instead of deleting to preserve historical data.

---

This completes the step-by-step guide for Managing Therapeutic Classes in SiCompounding.