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.
About Pharmacy Settings
Important: The Pharmacy Settings module contains all templates and default configurations and must be completed before using other areas of SiCompounding.
Within Pharmacy Settings, you have the ability to 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 Presentation Units are properly configured and status-managed before staff begins creating prescriptions.
- The units and their official FDA codes should be included on prescription labels to ensure proper medication identification.
- Regularly review and update presentation units to maintain compliance with current FDA guidelines.
- Keep deprecated presentation units marked as Inactive rather than deleting them to preserve historical records.