Setup Prescription Defaults?

Step-by-step guide for configuring Prescription Defaults within Pharmacy Defaults in SiCompounding.

Overview

Prescription Defaults are configured within Pharmacy Defaults, a core component of Pharmacy Settings. These defaults control how prescriptions are labeled, verified, processed, and automated throughout SiCompounding.

Important: Pharmacy Settings, including Prescription Defaults, must be completed before using any other area within SiCompounding to ensure correct workflows, compliance, and document generation.

Pharmacy Defaults

Pharmacy Defaults include multiple configuration sections that define system-wide behavior:

Prescriptions
Orders
Inventory and Purchase Orders (PO)
Patients
Formulas
Compounding
Scales Integration
Invoices
Positive Identification
SiBot
EDI Settings

Each section must be reviewed individually and configured according to pharmacy requirements.

Accessing Prescription Defaults

Click the FileMaker Pro icon to open FileMaker.
When FileMaker opens, locate the large menu bar on the left side of the window.
Click SiCompounding (near the top of the menu).
In the next window, several icons appear across the middle of the screen.
- Click Pharmacy to open the Pharmacy Dashboard.
From the blue sidebar menu on the left, select Settings (located at the bottom).
Under General Settings, select Pharmacy Defaults.
From the dropdown list, choose Prescriptions.

Labels / Statements (Tab 1)

This tab defines default labels and statements applied to prescriptions. Correct configuration is critical to ensure compliance and label formatting accuracy.

Default Labels

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Select the appropriate label from the dropdown for each prescription process:

RX Label
RX TPN Label
RX Vitamin Mixture Label
RX Studies Label
RX Auxiliary Label
RX Insurance Label

Best Practice: Each label must be specifically designed for its intended process to ensure correct size, layout, and regulatory content.

Default Statements

Statements are printed on prescription labels and must fit within the label size and parameters:

Compounding Drug Statement
FDA Statement
Clinical Trial Statement

Settings (Tab 2)

The Settings tab controls verification logic, alerts, regulatory enforcement, and automation behavior.

Verification Defaults

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Duplicate RX Alert Days

Enter the number of days used to trigger duplicate prescription alerts.

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Default Drug Type

Select the default drug type from the dropdown value list.

Other Settings

Most options are configured as Yes / No, with some requiring a numeric value (days).

Restrict Physician License State by Patient State (Yes | No)
- When enabled, the physician must be licensed in the same state as the patient’s address.
Restrict Physician License State by Patient State for Controlled Substances (Yes | No)
Restrict Physician License State by Practice State (Yes | No)
Restrict Physician License State for Telehealth RX (Yes | No)
Create Note when Editing a Prescription (Yes | No)
Alert Low Inventory Ingredient during Intake (Yes | No)
Stop Order when RX Is On Hold (Yes | No)
Show Alert when RX Is On Hold (Yes | No)
Override Expired Prescription (Yes | No)
Create Note when Overriding a Dispensed Drug BUD (Yes | No)
Open DUR Alerts when Pre-Verifying an RX (Yes | No)
Open DUR Alerts when Final Checking an RX (Yes | No)
Required DUR Check before RX Final Verification (Yes | No)
DUR Enforce Early-to-Refill Alert (Yes | No)
Required ICD for All Controlled Drugs when Submitting an RX (Yes | No)
Required Payment Information when Submitting an RX (Yes | No)
NPI Validation on Each RX during Pre-Check (Yes | No)
Enable Intake Automation (Yes | No)

Intake Automation Options

Available when Enable Intake Automation is set to Yes:

Go back to the New RX Queue after RX is submitted (Yes | No)
Go to the next new prescription back-to-back (Yes | No)
Go to RX Intake after processing fax (Yes | No)

Pre-Check Automation Options

Available when Enable Pre-Check Automation is set to Yes:

Go back to the Verification Queue after finalizing PV2 in the Verification Station (Yes | No)
Go to the next prescription to verify back-to-back (Yes | No)
Send Refill Request to Provider Supervisor (Yes | No)
NPI Validation on each RX during Pre-Check (Yes | No)

Telephone RX Templates (Tab 3)

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Telephone RX Templates define standardized communication formats for telephone prescriptions.

Creating a New Template

In the Telephone RX Templates tab, click the + Template button.
Select the Template Type (dropdown).
Enter the Template Name and Template Description.
Enter the Subject and Body format.
Add CC and/or BCC recipients if needed.
Click Save when finished.

Managing Existing Templates

Use the Search Title box to locate a template.
Under the Actions column, select one of the following:

Edit

Opens the Communication Template window.
Update Template Type, Name, or Description.
Edit the Subject or Body format.
Click Save when completed.

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Change Logs

Opens the Record Modification Log.
Displays a list of changes made to Communication Templates.
Review changes and click Save when finished.

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.

From Pharmacy Settings, you can manage:

Product Settings
Facility Areas
Equipment
Workflows
Costs and Fees
Lab Work
COM Templates
Notifications
Integrations
Automation Logs (final tab)

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

Summary

Properly configuring Prescription Defaults ensures consistent prescription processing, regulatory compliance, accurate labeling, and efficient automation across SiCompounding.