[Reviewed 21 Feb 2022]
Compound Pro Training Manual
Contents
Setting up Suppliers in RxOne
Before creating stockcards for ingredients, you will need to add your suppliers to the RxOne database first.
From the RxOne Home Screen go to ‘Tools’, ‘Utilities’,‘Supplier Utilities’ then ‘Modify Suppliers’, or type ‘Modify Suppliers’ in the search box.
To create a supplier, select ‘New’ and fill in the supplier details. Complete as many details as you have (you can always go back and enter/update more details later if needed) Select ‘Ok’ to save the changes.
Compounding ingredient stockcards
Creating Stockcards for Compounding Ingredients
Every ingredient and consumable device (e.g. empty capsules, cream pots) needs to have its own stockcard before a formulation can be created.
To create a stockcard follow the steps below:
From RxOne Home Screen, select ‘StockCards’.
Select ‘New’ to create a new stockcard. Answer ‘Yes’ to the question ‘Will this stock item be dispensed as a drug?’. This will ensure the ingredient to be available for formulation creation.
Enter the Product Name.
Enter the generic name (under the Drug Info tab) if applicable.
Set pack size on the ‘Ordering’ tab. If the ingredient comes in variable pack sizes, set pack size as ‘An Outer is 1 pack of 1’
Tick ‘CompoundPro Ingredient’ box in the ‘Options’ tab .A CompoundPro tab will be created for that stockcard.
Click ‘Re-Order’ box in ‘Options’ tab. This means that the item will come up for re-ordering when you use it, or need more of the product.
Enter supplier information by right clicking mouse on the Supplier section and select ‘Add Supplier and Partcode’. Partcodes are codes that some manufacturers use to identify their products.
Set Ingredient Type
For each compounding ingredient stockcard, you need to set the appropriate ingredient ‘type’. From the stockcard ‘CompoundPro’ tab, select the appropriate ingredient type.
Definitions:
Active: – Tick this box if this is an active ingredient. The active ingredient is the main ingredient prescribed that is biologically active.
Adjustment factor: - This only applies to ingredients that are ticked as ‘Active’, and the box will only become available to type in if ‘Active’ is ticked.
The adjustment factor is used when an active ingredient is not 100% pure. For example, if an ingredient is only 88% concentrated you will then need to enter the ‘adjustment factor’ of 1.1363 (100/88). RxOne will automatically adjust the total weight required for this ingredient in the formulation by multiplying the required weight with the adjustment factor.
Base: - If an ingredient is marked as type ‘Base’, when adding the ingredient to the formula, RxOne will automatically assign the remaining % to the base. A base is the vehicle that holds the active ingredients together such as a cream.
Using the formulation 1% Menthol in Aqueous Cream as an example, you have 1% Menthol as the active ingredient in the formulation, as soon as you enter Aqueous Cream (base), RxOne will assign 99% of the final weight required to Aqueous Cream and automatically calculate the weight required for Aqueous Cream. The same applies for other formulations such as capsules and mixtures.
Excipient: Tick the box if this is an excipient. An excipient is a substance formulated alongside the active ingredient of a medication, and is included for the purpose of long-term stabilisation, enhancing the therapeutic effect, or bulking up solid formulations.
Liquid Ingredients:
There are four ways to mark an ingredient as Liquid in RxOne stockcards.
1. Select Liquid and Active (L + A) – For liquid ingredients that are always used as active.
2. Select Liquid and Base (L + B) – For liquid ingredients that are always used as base.
3. Select Liquid and Excipient (L + E) – For liquid ingredients that are always used as excipient.
4. Select Liquid (L) only – For liquid ingredients that are sometimes used as base and sometimes used as an excipient depending on which formulation it is in e.g. water.
How the system decides if this ingredient is either a base or an excipient depends on the existence of a base in the same formulation. For example, water marked as Liquid will act as base when there is no other base on the same formulation, and water will act as excipient when a base ingredient is present.
Liquid Density: Leaving the density as blank or zero will be treated as density of 1 by default.
Enter the liquid density here if the density is different to 1. e.g. Glycerin density is 1.26g/cm3, enter 1.26 in the box.
Device: This is for consumable devices such as empty capsules, cream jars or bottles. This is not the equipment you use to compound with.
Device Measure: Enter how much your device can hold. For example, for an empty capsule enter 1, for a 50g jar enter 50.
Ingredient Short Code (SC)
Enter the short code on the ‘Drug Info’ tab if needed. The purpose of the short code is to help you easily locate the desired stockcard during dispensing, during stockcard search and when adding ingredients to the formulation template.
The short code can be alphanumeric with up to 10 characters.
Ingredient Packing Statistics
Full Pack Statistics - Full pack statistics are required for all stockcards going into capsules. Select the appropriate capsule size from the ‘Size’ column and enter the measure in mg.
Entering existing ingredient batches into RxOne
If you have existing ingredient batches sitting on the shelf that haven’t been entered into RxOne, you can do so by creating new batches and entering their batch information.
On the ‘CompoundPro’ tab of the ingredient stockcard, select ‘New Batch’ and enter the following details.
Batch Number: This is the manufacturer’s batch number.
Expiry Date: This is the ingredient’s expiry date.
Packaged Date: This is the manufacturing date. Use today as the Package Date if you don’t know the manufacturing date.
Real Cost per Unit: Enter the cost per gram or per ml (not per pack). For example, if a 50g pack of Melatonin powder costs you $90, then you will enter $1.80. ($90/50g)
Cost per unit is critical for RxOne to estimate the cost of your formulation accurately. Using the wrong cost (ie. cost per pack) will affect the Gross Profit of all scripts scanned, lead to negative Gross profit and is non-reversable.
Supplier: - Supplier where the ingredient is ordered from.
Quantity (Units): – This is how much of the product you are putting into stock (in gram or ml- not packs).
Staff Member: – The staff member who is creating the batch.
Print Batch Label: – The Batch label is designed to be printed after the batch is created. It contains all the information you have entered above, except Packaged Date and Quantity, so you can label the batch container accordingly. The Batch label also contains a unique barcode that is used during the ingredients accuracy check and weighing process.
Formulation Editor
The ‘Formulation Editor’ located under ‘CompoundPro’ > ‘Tools’ menu allows you to edit the formulation details for the formulation currently showing on the screen.
Formulation Details
This is where you can edit formulation name, formulation expiry days, number of containers, mark the formulation as inactive vs. active, sterile/non-sterile etc. Changing the formulation name also update the formulation stockcard name at the same time.
Custom Pricing
Custom pricing is a simpler form of pricing. When Custom pricing is ticked in the formulation screen, the system will use the preset prices for specific final quantities of that formulation (i.e. the pricing isn't calculated from each ingredient in the formulation).
Click ‘Add’ and enter the quantity and its pricing.
Procedures
This is where you can link procedures to the formulation on the screen. Click ‘Add’ and select the Procedure from the drop down and enter the procedure order.
SOP
This is where you can link SOP to the formulation on the screen. Click ‘Add’ and search the SOP to link to the formulation.
Forms Maintenance (e.g. Troches, Lollipop, Capsules)
The forms setting is located on th ‘CompoundPro’ screen under ‘Tools’ > ‘Form Maintenance’. Setting up various forms will save you time creating formulation templates.
To create a new form select ‘New’ on screen. To edit an existing form click into the form to open.
Form Name – enter the description, e.g. tick ‘Capsule’ if this a capsule.
Short Form Name – this is the abbreviated name for the form that will appear as part of the drug name on the dispensing label.
Base – enter the default base for this form. By doing so the program will automatically add the base ingredient to the formulation screen whenever this form is used.
Quantity – this determines the default final units.
Wastage – enter the wastage allowed if needed. This determines the wastage on the formulation screen.
Capsule Size – select the appropriate capsule size (if applicable). Setting a capsule size here will automatically determine the 'Capsule Size' from the formulation screen.
Device – select the default device that will be used for this form. Eg. Select the stock card for the correct Capsule size to be used for this form.
Preparation Time – Enter the estimated labour time needed to prepare such a form. Preparation time will be used to calculate the labour cost and patient price in the pricing formula section of the CompundPro Utility.
Pricing Options
Pricing Options give you the flexibility to customise your pricing. You can construct multiple pricing formulae each with different levels of material markups and labour rates. For example you can have 'Standard', 'Discount', 'Doctor Discount' each with its own customised pricing formula.
From the ‘CompoundPro’ screen select ‘Tools’ > ‘Pricing Options’ to open the Pricing Options editor. Click 'New' to create a new pricing. To edit an existing pricing select the pricing on screen to open.
Construct your own pricing formula using the 'Formula Cost' , 'Device Cost' and ‘Other Variables’.
Use cost times (‘x’) or cost plus (‘+’) to set Formula Cost and Device Cost. Click 'Save' to save your pricing options.
We recommend creating a price option called COST, which is Formula Cost x 1, Device Cost x 1 , and zero Labour Cost.
This pricing option can be used when dispensing pharmacy batches. It is crucial to use the Cost price when making pharmacy batches, as this avoids additional mark-up being applied to the pharmacy batch, which in turn affects the cost per unit of pharmacy batches. This ensures that when dispensing pharmacy batches to patients, the patient scripts will have the correct script cost e.g.
Pharmacy Batch A : Prepare 1000 capsules as batch stock, use cost price $1000, batch cost per unit is $1/cap
Pharmacy Batch B: Prepare 1000 capsules as batch stock, use markup price $2000, batch cost per unit is $2/cap
If you dispense 30 capsules to Patient using the Batch A, the cost of Patient’s script is $30, charge Patient $45, profit is $15
If you dispense 30 capsules to Patient using the Batch B, the cost of Patient’s script is $60, charge Patient $45, profit is -$15
Prepare Formulation Templates
Follow the usual dispensing steps and once the focus is on 'Drug', press Ctrl + Z to bring up the CompoundPro Formulation screen. Alternatively select 'Options' then 'CompoundPro Mixture' from the top menu.
Staff Login
Make sure the right Staff Member is logged in. The Staff name is displayed on the top left hand side.
Select the appropriate option
Use existing Formulation template – Use this option to search for an existing template.
New Formulation template – Use this option to create a new template.
One Off Formulation- Use this option to create a one off formula but not to save as template for future use.
Start a New Template
Select the check box called ‘New Formulation Template’ or ‘One Off Formulation’ to load a blank template.
Set Form
Select the appropriate form. E.g. capsule, troche.
Set Capsule Size
Select the appropriate capsule size from the drop down box if applicable.
Set Final Units
Enter the final units for this template. If you are creating a template of 100 Melatonin Capsules you enter 100 in the final units.
Set Wastage
Enter any wastage (in % or in units) if applicable.
Set Expiry days:
Set the expiry date for the final product.
No. Of Containers
If you wish to split your final units into multiple containers then enter the the number of containers here. The quantity on the dispensing label will display using the final units divided by the number of containers. Note: This feature only works for Pharmacy Batch.
Manually Enter Base Quantity
If an ingredient is marked as a ‘Base’, the program will automatically make up the final percentage to 100% using the base. Select this box if you do not wish the program to adjust the base for you, or when the formulation has two bases and you wish to assign the percentages for each base manually.
Selecting this box will also stop the program from checking the full pack statistics.
Add Ingredients
Add ingredients by either typing the name of the ingredient or by using its short code. Enter the total weight of the ingredients in grams or mililitres that will be used to make up the final units in the ‘Weight (g,ml)’ column. Repeat the process for each ingredient. Once the weights required for all the ingredients are added, the weight of the base will be calculated automatically.
You can over over the Weight column to see how the weight is calculated.
Type
The ‘Type’ column indicates the type of each ingredient (A for Active, B for Base, E for Excipient etc).
QS (Quantity Sufficient) Column
Tick the QS box if you want to use this ingredient to make up to final volume.
Density Column
Density applies to liquid ingredients only. Stockcard density is displayed in this column.
Convert to Weight Column
When ‘Convert to Weight’ is ticked for an ingredient, an additional column ‘Conv Weight (g)’ will be displayed with the equivalent weight of that liquid ingredient. This column is a read only field.
Please note: Convert to Weight only applies to Liquid ingredients that have densities, this will convert quantity from volume to weight.
Exp Days Column
This is the minimum number of days before the ingredient expires to be considered usable for this formulation.
Cost Column
This is the material cost for the ingredient of the selected batch used in this formulation.
Add devices
Add the consumable devices that will be used with this template the same way as adding the ingredients. Only stockcards marked as ‘Device’ can be used as a device. The cost of devices used will be added in total cost of production.
Price Option or Custom Pricing
Select the right Price Option or Custom Pricing for each formulation. This Pricing Option determines how the patient’s price is calculated. Select COST in Price Option for pharmacy batches.
If you would like to always use Custom Pricing for all formulations, you can set this by selecting ‘Default to Use Custom Pricing’ from the Options menu.
A prompt will come up when no custom pricing for the final units is found.
Save Template
When you are ready to save the formulation template, select the box ‘Save template’, then click OK to the accept the template. Enter the name for the formulation you would like to save it as.
Once the template is saved you may select ‘Cancel’ and repeat the same process to create more templates.
Copy an Existing Template
You can make changes to an existing template and save it as a NEW template.
For example, if you have a formulation template for Melatonin 1MG Capsules, and want to make a template for Melatonin 2MG Capsules using the same ingredients. First, load Melatonin 1MG Capsule template on Compounding screen by selecting ‘Use existing Formulation template’ and type in the formulation name. The list of ingredients will be loaded, make the necessary changes to the ingredients and strengths of each ingredients.
Then click ‘Save template’, and click OK to finish the template. You will be asked if you want to replace the existing template. Select ‘No’ to save this as a new formulation template.
The next prompt will ask you to enter the name of the new template. Enter name for the new template and click OK.
Creating formulation templates for Pessaries/Suppositories/Troches
A base ingredient used in Pessaries/Suppositories needs to have displacement factor and Blank Base Weight value set.
Example of Progesterone 400mg Pessaries, using Base MBK with displacement value of 85%.
Bring up Base MBK stockcard and set ‘Active Ingredient Displacement % (for base items)’ to 85%.
From the CompoundPro Utility, under the Forms Maintenance tab, create new form called ‘Pessary’, select base used as Base MBK and enter value for ‘Blank Base Weight (g)’. Blank base weight value is similar to packing statistics for capsules, this is the amount you can fill in one pessary/suppository mould. For example, the mould for 1 pessary fills 1.98g of non-active plan material, enter 1.98 in ‘Blank Base Weight’ field.
On the formulation screen: Final units is the number of pessaries you are making. Enter the ingredients required and the strength of each ingredient for your formulation. As soon as you enter the base, the program will calculate the base amount automatically using the preset Blank Base Weight value for this form.
To validate the calculation: The total of the ‘Strength (g,ml)’ column should add up to equal the Blank Base Weight set.
Due to the displacement factor of 85%, 0.4g of progesterone (0.4g x 85%) = 0.34g
Total weight = 0.34g + 1.623g + 0.02g = 1.983g which matches the blank weight for one pessary.
Description to Appear on Label
RxOne uses the name of the active ingredient and form names to make up a description to appear on the label. It will use a 'short name' if short names are available.
Tick 'Use name of the Standard Formulation' if you wish to use the template name as your label drug name.
Formulation Stockcard
Once a formulation template is created and saved, a formulation stockcard will be created with the same name as the formulation template. Its pack size will be the final units set for the template.
The formulation stockcard is represented by a green background on the stockcard search screen. Please note: formulation stockcards are different from ingredient stockcards.
A ‘Private price override’ can be setup for formulation stockcards if you wish to set up the price per pack. Using the formulation example stockcard above, if you set price for 1 pack of 100 = $100.00, when dispensing quantity is 30, the program will automatically adjust the patient price to $30.00.
To set this, go to ‘Drug info’ tab of formulation stockcard, double click on PRIVATE indication. This will open ‘Modify Indication’ window where you can set Private Price.
Dispensing a compounding script
Dispense a new script under a patient’s name (or your pharmacy’s name if you are dispensing a pharmacy batch). Once the focus is on the drug name use Ctrl + Z to bring up the formulation screen.
Search the template by typing the template’s name or its short code. Typing ‘*’ and pressing enter will display all saved templates. Once the template is loaded on the screen, change the final units to the quantity you are compounding.
Check Batch for Each Ingredient
When dispensing a script you need to make sure the right batch is used for each ingredient. To ensure that your batch stock on hand adjusts each time you dispense, you must assign the correct batch to the ingredient. It is very important that you set this up correctly for auditing and legal requirements, allowing you to report accurately on batch usage.
RxOne uses colour indications to display the status of the batch of each ingredient. For example:
Red = All batches are closed for the chosen ingredient.
Blue = the chosen batch has expired.
Pink = no batch exists.
If any ingredients are showing pink on the screen, you must stop and select the correct batch. The system should alert you with an automatic pop- up of the batch details screen, but if you bypass this in error, you can re-assign the batch by going up to ‘View’, then ‘View Batch Details for selected Drug’. See below for more information on how to change batch details.
Batch Detail Screen
A ‘Batch Details’ screen will pop up if an ingredient has either no batch, has multiple batches, the batch is expired or when the stock on hand of the chosen batch is less than the amount you need to make up the final units. This screen will not prompt if the ingredient selected only has one batch and there is no issue with that batch.
From ‘Batch Details’ screen, select ‘Add New Batch’ to add a new batch or select 'Edit Stockcard' to edit the batch information. From this screen, you can alco select the batch to use if there are more than one opened batches. Make sure the value in ‘Quantity To Use’ column matches the weight required to make up the formulation and the batch selected on the ‘Batch Details’ screen is the batch used in compounding.
The colour indication on ‘Batch Details’ screen indicates whether your ‘Quantity To Use’ matches the quantity needed for the formulation.
Red – value in ‘Quantity To Use’ exceeds the weight required.
Green – value in ‘Quantity To Use’ matches the weight required.
Yellow – value in ‘Quantity To Use’ is less than the weight required.
To view the ‘Batch Details’ screen again for each ingredient, select ‘View’ from top Menu, ‘View Batch Details for Selected Drug’ or use the keyboard shortcut Ctrl + B.
Show an Expired Batch
The option to display the expired batches can be controlled in the CompoundPro Options.
Scan to Check Ingredient Barcodes
CompoundPro has a ‘Check Ingredient Barcodes’ function to help ensure you have selected the right ingredient during compounding process.
Please note: this is the barcode generated by RxOne for each ingredient batch as shown on the Batch label.
If scanning is correct the 'Scanned' box will be checked and coloured green.
If the scanning is incorrect a warning message will display on the screen.
Weighing the Ingredients
Scales Integrated with RxOne (see ‘Scale Integration’)
Focus on the ‘Bal.Weight’ field of the first ingredient; weigh the ingredient on scale and press ‘PRINT’ button on scale to populate the weight on screen. Colour is used to indicate whether the weight is under, good or over the amount required.
If you have selected this option ‘Prompt for Staff ID when weight is outside the range or manual weight’ in RxOne Dispensary Options, a prompt will come up asking for staff ID when the weight is manually typed (instead of coming from the scale).
A prompt will also come up asking for Staff ID when the weight is outside the range.
Scales Not Integrated with RxOne
Focus on the ‘Bal. Weight’ field and type in the weight used for each ingredient on screen. Same colour indicators are used to indicate whether the weight is under, good or over the amount required.
Signing off compounding scripts electronically
RxOne allows compounders and pharmacists to sign off compounding scripts electronically. This will be recorded in the background and trackable through different reports (see CompoundPro Reports section). The staff member’s name will also be printed on the Compounding Worksheet (see Compounding Worksheet section).
Sign scripts electronically as compounded
Once a compounder completes making up the product, he/she can sign off the script by selecting ‘Tools’ on top menu of Formulation screen, click ‘Enter Compounder Staff ID’ or use quick key F3. A prompt will appear asking for staff ID.
Sign scripts electronically as checked
The pharmacist who checks the final product(s) can sign off compounding scripts by right mouse clicking on the script and selecting ‘Show Sign Off Screen’ (F6).
Check the script and formulation details on the screen. Select ‘Hide Prescription Details’ hides the script panel on the left hand side and expands the formulation section.
Any ingredient without a batch allocated needs to be fixed before the sign off. Select ‘Sign Off Script’ or select ‘Reject as error’ and provide a reason. Please note: The Sign off screen is read-only. The script can only be edited from the CompoundPro formulation screen.
Once a compounding script is signed off, it will be showed as ‘Signed Off’ in green on the top left corner of the Formulation screen. No more changes are allowed. If you try to change anything on the Formulation screen, a prompt will come up.
Record time for Compounding
To turn on this function, select ‘Options’ on top menu of Formulation screen, tick ‘Prompt for Time when Compounder entered (Global)’.
Once compounding staff have electronically signed a script off as compounded, a prompt will appear for he/she to enter the total time spent compounding. This information will be saved in the background and is trackable via reports (see CompoundPro Reports section).
Compounding Worksheet
Worksheets can be printed by using the 'Print' or 'Print Preview' button in Compounding screen. Use 'Options' to customise your worksheet.
You can also highlight a compounding script, right mouse click and select ‘Print Duplicate’ to print a Compounding worksheet after exiting Compounding screen.
Compounding worksheets can be set to print automatically after finishing each script. Tick ‘Print Work Sheet’ in RxOne Dispense Options.
Example of a worksheet: the worksheet will automatically include the actual amount of each ingredient weighed by compounder, name of the staff member who processed the script and selected the formulation, name of compounder and name of pharmacist who checked final product (see section ‘Sign off Compounding scripts electronically’)
Compounding Pharmacy Batches
Set up a new patient called ‘Pharmacy Batches’ or similar in your system, then dispense compounding scripts to this ‘Pharmacy Batches’ patient as you would normally to a real patient.
Please use the COST price that you created earlier under Pricing Options. This is to ensure that your pharmacy batches are priced correctly without additional markups added into the pharmacy batch price.
Once you have selected the formulation you want to compound as batch stock, return to the 'Script' screen, and select 'Batch Stock' on the 'Status’ panel of this screen.
When clicking ‘Finish’ for the script, the program will create a batch for the formulation stockcard using the script number as batch number, with the expiry date of the formulation and the final units as the stock on hand.
For example: Script number Rx4524 will create a batch with batch number of 4524 for its formulation stockcard.
If final units on the formulation screen is 100 then, stock on hand for the batch will be 100.
Expiry date of the batch will be the expiry date of the formulation in Compounding screen.
The dispensing label for batch script will have the compounded date and the expiry date. It does not show the patient details.
Any scripts marked as ‘Batch Stock’ does not appear on the POS because batch stock is for inhouse production and does not usually get sold to customers directly.
Dispense a Script Using Pharmacy Batches
Follow the usual dispensing steps, dispense the script using the formulation stockcard instead of going to the formulation screen. Formulation stockcards are highlighted green on the drug search screen.
The batch used will be displayed in the top right-hand corner of the ‘Script’ screen.
A batch detail screen will come up automatically as you dispense in the following scenario:
There is no batch
The dispensed quantity exceeds the batch availability
Multiple Batches are available
Batch is expired
Click 'View', 'View Batch Details' to bring up the 'Batch Details' screen manually.
Dispense a Repeat script Using Pharmacy Batches
Dispense a repeat of a compounding script as per normal. When in ‘Repeating Script’ screen, you will see the word ‘Mixture’ – this indicates the original script was a Compounding script. To use ready-made Pharmacy batches for this repeat script, select ‘Edit’, ‘Change To Ready Prepared Stock’.
This will then change from ‘Mixture’ to ‘Drug’, and the Batch Details screen will prompt for you to select the batch to dispense from (if there are multiple opened pharmacy batches available). You can now also view the formulation stockcard by clicking the ‘Drug Information’ button, or select ‘View’ from the top menu, ‘View Batch Details’ to bring up the ‘Batch Details’ screen.
Using Pharmacy Batches as Compounding Ingredients Within Another Formula
A Pharmacy batch can be used as an ingredient for a formulation. Select the pharmacy batch as if it was a raw material on the formulation screen.
A Formulation Drug will be highlighted green on the drug selection screen to distinguish between a formulation and raw materials.
Private Scripts Pricing Options
RxOne applies the pricing for private scripts in the following hierarchy
The option ‘Use compounding custom pricings for patient price when dispensing using batch stock’.
In RxOne Dispense Options, there is an option called ‘Use compounding custom pricings for patient price when dispensing using batch stock (Global)’.
When this option is ticked the custom pricings from CompoundPro will be applied to the patient price when dispensing using the batch stock / formulation stockcard. The quantity on the prescription will need to match the quantity set in CompoundPro custom pricing.
The option ‘Make patient price same as stockcard retail when dispense as Private script or S3 Recordable’.
When this option is ticked in RxOne Dispense Options, whenever you dispense a private script or when S3 Recordable is ticked the program will use the stockcard retail as your script price.
If your stockcard retail price is GST inclusive, then the patient price will be GST inclusive as well (Add GST on the Pricing tab will be automatically ticked). If stockcard ‘No GST for End User’ is ticked, then the patient price will be GST exclusive. Please make sure you review your stockcard retails before using this option.
Stockcard private price override. (See Formulation Stockcard section)
Private price calculated using private dispensing fee and mark-up in Options.
Scale Integration
RxOne allows you to have scales integrated so the ‘Bal. Weight’ of each ingredient will be populated automatically on the screen.
From the formulation screen go to ‘Balance Settings’, ‘Activate Balance(s) and Edit Settings’.
Select the appropriate Balance brand (select ‘other’ if the scale brand is not available) and fill in scale information.
Set scale variance in % or in grams if needed. Select ‘Activate Balance’ then ‘Save’.
On the formulation screen, select the correct balance type in ‘Current Balance’ dropdown box.
Compounding Staff Security
Unticking ‘Allow changes to CompoundPro scripts/formulas’ will prevent staff from editing the formulation template, and only weighing and printing the worksheet are allowed.
Formulation Procedures
Creating Procedures:
From RxOne Main Menu, select ‘Tools’, ‘Utilities’, ‘Other Utilities’, ‘RxOne Editor’ (or type ‘RxOne Editor’ in the search box). Scroll down the list and select ‘Formulation Procedure’.
Enter the name for the procedure you are creating, number the steps and enter each step’s descriptions. Select ‘Save’ when procedure is completed. Please note, the procedure can be either formulation specific or generic such as an equipment cleaning procedure.
Attaching Procedure(s) to Formulation(s)
From RxOne Editor screen, select Link Formulation to Procedure.
Select saved Procedures in ‘Procedure Column’, then select the formulation to link the procedure to. Enter ‘Procedure Order’ as ‘1’. The same procedure can be linked to different formulations. Likewise, multiple procedures can be linked to the same formulation. If this is the case, you will need to number the procedure order accordingly.
You can see the procedure added under ‘Mixture Steps’ tab when the template is selected. Procedures are printed as part of the worksheet (see Compounding Worksheet section).
Adding Formulation SOP’s
Creating SOP’s
RxOne allows you to add PDF documents to formulations. From RxOne Main Menu, select ‘Tools’, ‘Utilities’, ‘Other Utilities’, ‘RxOne Editor’ (or type ‘RxOne Editor’ in the search box). Scroll down the list to select ‘SOPS’.
Select ‘New’ to create a new SOP. Enter SOP name, start date and other details.
Click ‘Update SOP’ to select file from your computer to attach that file to the SOP created, and click ‘Save’.
Editing SOP’s
To edit an old SOP, select the SOP you want to update from SOP’s screen, then click ‘Update SOP’ to attach updated file. Then select the SOP to replace in ‘SOP is replaced by’ field, then Save.
Linking SOP’s to Formulation(s)
From ‘RxOne Editor’, scroll down the list and select ‘Link Formulation To SOP’.
Select the formulation you want to add the SOP to on ‘Formulation’ column, and select the appropriate SOP in ‘SOP’ column. Modify ‘Start Date’ and ‘End Date’ if needed. Click ‘Save’ to finish. The same SOP can be linked to different formulations, and one formulation can have multiple SOPs.
Linked SOPs will be showed under ‘Mixture SOPS’ tab in formulation screen. Double click on an SOP to open and view.
CompoundPro Reports
You can find different reports related to Compounding scripts and stockcards under RxOne Main Menu, ‘Tools’, ‘CompoundPro’, or you can type them into the search bar.
Batch Due to Expire Report
You can generate reports on stock due to expire based on different criteria such as Stock Type, Product Group, CompoundPro stockcards, Number of days before expiry, etc. You can print the report or save as file on your computer.
Production report
Use this report for all scripts dispensed in a certain period. Set the criteria for report then click OK. You can print the report or save it as file on your computer.
Batch Usage report
This report shows all batch details and quantities used of each compounding ingredients. Set the period and criteria for the report then click OK. You can print the report or save as file on your computer.
Formulation Audit Report
RxOne records all the changes made to CompoundPro ingredients and formulations. Select criteria and period for report, then click OK. You can print the report or save as file on your computer.
Compounding Staff Dispensing Report
This report is similar to the Production report. However, it reports on the names of staff who create the formulations, compounders and product checkers instead of patients’ names. You can print the report or save as file on your computer.
Compounding Script Profitability
This report uses the ingredient costs and sell prices of final products to calculate the profit for your compounding scripts. Select the criteria and period you want to report on. You can print the report or save as file on your computer.
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