What are EDI Settings?
Step-by-step instructions for configuring EDI (Electronic Data Interchange) Settings within Pharmacy Settings in SiCompounding.
Overview
EDI (Electronic Data Interchange) over SFTP is a secure method for exchanging business documents between partners. It combines the structured data of EDI with the encrypted file transfer of SFTP, ensuring security, reliability, and compliance in data exchange.
The EDI Settings section within Pharmacy Settings is where EDI configuration is managed. Proper setup is essential for automated communication with trading partners.
Note:
Contact Isak Computing for assistance with setup or updating the EDI configuration fields.
Navigation Path
Settings → Pharmacy Defaults → EDI Settings
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:
- Scroll to the bottom.
- Select Settings.
5. Navigate to EDI Settings
- Under General Settings, select Pharmacy Defaults.
- From the dropdown list, choose EDI Settings.
EDI Configuration Fields
The following information must be entered to configure EDI communications over SFTP:
| Field | Description |
|---|---|
| EDI Client ID | Unique identifier assigned to your pharmacy for EDI transactions. |
| EDI SFTP Hostname | The hostname of the SFTP server used for EDI transfers. |
| EDI SFTP Username | Username for accessing the SFTP server. |
| EDI SFTP Password | Password associated with the SFTP account. |
Important:
These fields must be provided or updated in consultation with Isak Computing to ensure secure and accurate EDI operation.
Important Notes on Pharmacy Settings
The Pharmacy Settings area contains all default configurations and templates required for your pharmacy. This setup must be completed prior to using any other area within SiCompounding.
Within Pharmacy Settings, you can configure and manage:
- Product settings
- Facility Areas
- Equipment
- Workflows
- Costs and Fees
- Lab Work
- COM Templates
- Notifications
- Integrations
- Automation logs (accessible through the final Automations tab)
Important:
It is critical to input all available and necessary data for each section and subsection in Pharmacy Settings to ensure proper system behavior, compliance, and audit readiness.
Related Configuration Areas
- Pharmacy Defaults
- Integrations
- Automations and Logs
- EDI Communications