Compound Groups

Compound Groups in Compound Direct let you streamline the preparation of multiple compounds by grouping identical formulations into a single compounding process. This allows you to make a larger quantity once and divide it across several patients, saving time, reducing the risk of errors, and improving overall efficiency in the pharmacy. Each group record remains transparent and traceable, ensuring safety and quality checks are maintained without the need to convert rarely made items into full batches.

The Compound Groups feature offers an alternative to the established Batch Manufacturing functionality. While both support allocation to multiple patients, they differ in their workflows and intended use cases.

This guide will help you:

• Create and manage Compound Groups by selecting matching dispense records, including snoozed items when needed, adjusting quantities for demand, and keeping everything organised in one batch.
• Allocate remaining stock from a completed group to new matching prescriptions by identifying available stock, assigning it safely, and signing off while maintaining full traceability.
• Follow the full compounding and sign-off workflow, tracking progress from preparation to verification, signing off both the group and individual dispense records, and reviewing all linked information to ensure accuracy, compliance, and efficiency.

Now that you know what Compounding Groups are and how they can improve your workflow, let's go step by step, from creating your first group to finalising and dispensing, so you can start using this feature with confidence.

Creating a compound group

Before you can create a compound group, make sure the formulation is signed off and the duplicate draft scripts have been dispensed. These steps ensure that all records are ready for group compounding.

1. On the Dispensed page, click the 'Group Compounding Available' banner on the right-hand side.
   
   • The Group Compound banner only appears when a dispense record with a matching formula and properties exists and the formulation has been signed off. It will not display for snoozed records, compounds that have already been started, or those that are part of another group, and device selection is not considered when matching dispense records.
2. On the Create Compound Group modal, toggle 'Include Snoozed' to display any snoozed dispense records. standard Package
3. Select the dispense records by ticking the check_box next to each ID # you want to include in the compound group. Your current dispense record is selected by default.
4. Adjust the quantity of final units if you want to prepare a larger group. Once the quantity is set or adjusted, click 'Confirm'.
5. Click 'Create Group'.
6. On the Compound Group page, you can make changes on the group details and final quantity, if needed:
   1. Click the 'Edit' button or press 'E' on your keyboard.
   2. Once you've confirmed your changes, click 'Save'.
7. Prepare the Compound Group following the usual compounding steps, as you would for individually compounded items.
8. After all compounding is completed and checked, click 'Sign Off' on the Compound Group, then confirm by selecting 'Sign Off' in the confirmation modal.
9. On the Compound Group page, scroll down to view the list of assigned dispensed records.
10. Click the Dispense # to open each dispense record.
11. On the Dispense page, click 'Sign Off'.
12. Click 'View Group' to return to the Compound Group page.
13. Repeat steps 8–11 until all dispense records in the group are signed off.

Allocating from available compound groups

When a group compound has remaining unassigned units, the remaining stock on hand (SoH) may be allocated to dispense records with an identical formulation.

1. On the dispense record, click the Group Compounding banner displayed in the top right corner.
   • The Group Compound banner only appears when a dispense record with a matching formula and properties exists and the formulation has been signed off. It will not display for snoozed records, compounds that have already been started, or those that are part of another group, and device selection is not considered when matching dispense records.
2. Select the compound group # by ticking the check_box and Click the 'Allocate' button.
3. Click the 'Assign' button to assign the available SoH to the dispense record.
4. Click the 'Sign Off' button to sign off the dispense record.
5. On the Sign Off confirmation modal, click the 'Sign Off' button to proceed.
6. To view the compound group where the dispense record is assigned, click the 'View Group' button.

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.
   1. Compound groups may also be located by using the 'Type' drop-down menu and selecting Batch Manufacture. This will filter the list of dispense records to show only the compound group and batch manufacturing records.
3. Click on the dispense record to view it.
   • See Finding a Dispensed Record for more information on finding a dispensed record.
4. 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.
   • Increasing the final quantity may prevent devices from being allocated correctly if stock is not assigned 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.
   1. Click 'Save'

Managing group assignments

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.

   • 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.
   • 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.

2. To Assign: Tick the check_box of 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 check_box of 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 check_box of 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 appear in the Signed Off section and can no longer be assigned, unassigned, or have labels printed. If an unassigned dispense record is signed off, no stock will be allocated to it.