Where to Setup Presentation Units?
Step-by-step guide for setting up and managing Presentation Units codes in SiCompounding.
Overview
Presentation Units define the packaging or presentation type of pharmaceutical products. These codes are sourced from the FDA and should be listed on the prescription label to ensure proper medication identification and regulatory compliance.
For detailed information about FDA units of presentation, visit: FDA Structured Product Labeling Resources
Navigation Path
Settings → Codes and Classifications → Presentation Units
Step-by-Step Instructions
1. Open FileMaker Pro
- Click the FileMaker Pro icon on your computer to launch FileMaker.
2. Access SiCompounding
- When FileMaker opens, locate the large menu bar on the left side of the window.
- Click SiCompounding (near the top of the menu).
3. Open the Pharmacy Dashboard
- In the next window, several icons will appear across the middle of the screen.
- Click Pharmacy to open the Pharmacy Dashboard.
4. Open Settings
- From the blue sidebar menu on the left side:
- Scroll to the bottom.
- Select Settings.
5. Navigate to Codes and Classifications
- Under General Settings, select Codes and Classifications.
- This section allows you to input and manage standard codes for prescription orders.
6. Select Presentation Units
- From the popup list, select Presentation Units.
- The Codes — Presentation Units window opens, displaying a complete list of codes for each package type.
Presentation Units Window Fields
The Codes — Presentation Units window displays the following columns:
| Column | Description |
|---|---|
| Code | Unique code identifier for the Presentation Unit |
| Package Type | The presentation unit name or type |
| Status | Set to Active or Inactive |
Searching Presentation Units
- Use the Search bar located in the upper right corner of the window.
- Search by Code or Package Type.
- Press Enter/Return to display your search results.
Managing Presentation Unit Status
In the Codes — Presentation Units window, you can modify the status of each presentation unit:
- Active – The unit is available for selection when creating prescriptions.
- Inactive – The unit is hidden from prescription options.
Toggle the Status field for each unit as needed to control availability.
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.
Summary
Maintaining the Presentation Units list ensures:
- Accurate representation of FDA-sourced packaging types
- Proper medication identification on prescription labels
- Compliance with regulatory standards for pharmaceutical products