Compound Groups

Compound groups enable you to streamline the compounding of multiple compounds. By grouping similar compounds, you can perform them collectively, saving time, reducing the risk of errors, and enhancing the overall efficiency of your pharmacy.

Creating a Compound Group

1. Go to the dispense record you wish to create a compound group for.
2. Click on the ‘Group Compounding Available‘ banner on the top right of the dispense record, this will open the ‘Create compound group’ modal.
   • This banner will only appear if a dispense record with matching formula and properties exists and the formulation has been signed off. Devices are not considered when matching dispense records. Compounds that have been started or are part of another group are excluded.
3. On the ‘Create compound group’ modal, you will see a list of matching dispense records along with each compound's ‘ID‘, ‘Patient‘, ‘Quantity‘, and ‘Date Dispensed‘.
4. Select the dispense records you wish to add to the compound group, your current dispense record will be selected by default.
5. At the bottom left of the modal, you'll find the ‘Final Units’, this is the total quantity of all the selected dispense records. You can modify the Final Units by clicking on the quantity. This allows you to produce additional units in preparation for future scripts or for efficiency purposes
   • An increase in final quantity may effect devices being correctly allocated if stock is never allocated to a patient.
6. Click on the ‘Create’ button to create the compound group. You will automatically be taken to the compound group page where you can view the details of the compound group.

Viewing a Compound Group

1. Go to the ‘Dispensed’ page.
2. Find the desired compound group by looking for dispense records with the COMPOUND GROUP type. Click on the dispense record to view it.
   • See Finding a Dispensed Record for more information on finding a dispensed record.
3. On the ‘Compound Group’ page, similar with dispense records, you can view the formulation, risk assessment, activity, tags, and files associated with the compound group with the addition of the associated dispense records.

Editing a Compound Group dispense record

Editing options within Compound Group dispense records will include General Details, select Compounding details, and Tags.

1. Select relevant fields in the ‘General’ section and edit as required. Compound price are set within the dispense records linked to the Compound Group.
2. Select relevant fields in the 'Compounding ' section and edit as required. To change the formulation, ingredients and their strengths the record must be deleted and re-dispensed.
   • If you need to change the final quantity, you can make adjustments here.
   • An increase in final quantity may effect devices being correctly allocated if stock is never allocated to a patient.
3. In the 'tags' section delete any tags no longer needed by hovering over the tag and clicking on the 'x'. To add new tags, type in the name of the tag in the drop down menu and then press enter.
   • For more information see the ‘General features of all tags’ tutorial.
4. Click 'Save'

Assigning/Unassigning a dispense record to a Compound Group

1. On the ‘Compound Group’ page, in the ‘Dispense Records’ section, Under the ‘Unassigned‘ table eligible dispense records that can be assigned to the group will appear here.

   • Eligibility criteria for dispense records:
     1. Must have matching formula and properties.
     2. Must not be assigned to an existing compound group.
     3. Must not be signed off.
     4. Must not have been started.
     5. Must not be archived or deleted.
   • The ‘Unassigned‘ table will appear only if there are eligible dispense records and available quantities to assign, as indicated in the top right corner of the ‘Dispense Records’ section.

2. To Assign: Tick the dispense record(s) on the ‘Unassigned‘ table then click on the ‘Assign’ button to assign them to the compound group.

   • Stock allocation will only happen once the compound group has been signed off. Linked dispense records cannot be signed off until the compound group has been signed off.

3. To Unassign: Tick the dispense records(s) on the ‘Assigned‘ table then click on the ‘Remove’ button to unassign them from the compound group.

   • If the compound group has been signed off, allocated stock will be unallocated automatically.

4. To Print: Tick the dispense records(s) on either the ‘Assigned‘ or ‘Unassigned‘ table then click on the ‘Print Label’ button to print the labels.

Signed Off Dispense Records

1. Once a linked dispense record has been signed off, it will now appear in the ‘Signed Off‘ section. Which means they can no longer be assigned, unassigned or have labels printed.
   • If an unassigned dispense record was signed off, no stock will be allocated to that record.