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.

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Navigation Path

Settings → Codes and Classifications → Therapeutic Classes

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Step-by-Step Instructions

1. Open FileMaker Pro

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

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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).

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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.

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4. Open Settings

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

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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.

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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.

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Therapeutic Classes Window Fields

The Therapeutic Classes window displays the following columns:

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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.

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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.

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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.

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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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Summary

Maintaining Therapeutic Classes ensures:

• Ensure all Therapeutic Classes are properly configured and status-managed before staff begins using them in inventory or formulations.
• Use clear, consistent class names and codes to avoid ambiguity.
• Include detailed notes about class specifications, indications, and any special handling requirements.
• Review change logs regularly to track modifications and maintain audit compliance.
• Mark deprecated classes as Inactive rather than deleting them to preserve historical records.

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