Dosage Forms

Learn how you can create and configure dosage forms so you can streamline compounding, reduce formulation errors, and maintain consistency across your workflow. Dosage forms act as a framework that controls how each formulation is calculated, displayed, and dispensed. They influence everything from how ingredient strengths are entered, to how labels are printed, devices are selected, and time and cost are estimated.

• By setting up dosage forms thoughtfully, you can save time on repetitive tasks, ensure clinical accuracy, and build a solid foundation for how your team prepares and manages compounded products. Whether you’re creating new dosage forms or refining existing ones, this guide will walk you through each setting and explain how it contributes to a more reliable and efficient process.

Here’s what you can do with dosage forms:

• Set default calculation methods and unit formats so each formulation behaves consistently, whether you’re working in weight, volume, or percentage-based inputs.
• Define how the dosage form appears on the label, control how strength is displayed, and choose whether to include or exclude the dosage form next to the quantity for clearer, more accurate documentation.
• Link base ingredients, assign default devices, set average labour times for quoting, and apply expiry rules and formulation steps so you can reduce manual setup and make the preparation process faster, more consistent, and less prone to error.

With these settings in place, dosage forms do more than guide formulation, they help standardise your workflow, improve accuracy, and support high-quality compounding every time.

Creating a new dosage form

1. Go to the ‘Settings’ page.
2. Click on the ‘Dosage Forms’ button.
3. Click on the ‘Create Dosage Form’ button.
4. Add an appropriate
   prefix and suffix

   book

   Prefix and Suffix

   Prefixes and suffixes help classify dosage forms and provide context, making products easier to manage. E.g., prefixes like N/S, GCP, or Trial and suffixes like Otic, Topical, or Vaginal.

   Read More...
   that will appear at the beginning and end of the compound name when creating a formula.
5. Select the appropriate 'Route of Administration' for the new Dosage Form.
6. Enter the appropriate Units for the new Dosage Form and click 'Append to quantity' to choose either
   Append to quantity or Exclude from label

   book

   Append to quantity vs Exclude from label

   Configure how the dosage form is displayed on the label. Selecting 'Append to quantity' includes the dosage form beside the quantity and compound name, while 'Exclude from the label' omits it.

   Read More...
   .
7. Upload an 'image' for this dosage form which will be shown when preparing quotes and orders.
   • See General features of all documents for more information.
8. Select the appropriate 'calculation method' from the list below for the new dosage form. This will apply to all future and past formulas created with this dosage form.

9. Select the 'desired final units' and default wastage percent to be applied as default for the new dosage form or leave blank for flexibility.
10. Select the desired default base ingredient by typing its name into the search bar under Default Base Ingredient. This base will appear by default whenever creating a new formulation with the new dosage form.
    • Only ingredients marked as a base will be available for selection. See How to create a new ingredient tutorial on how to add an ingredient as a base.
11. Select the appropriate number of days till expiry which will apply for all formulations in that dosage form.
12. Under ‘Average Labour Duration’ add how long the dosage form takes to dispense and compound on average.
13. Select a
    default device

    book

    Default devices

    Setting devices at the dosage form level saves time, improves consistency, and reduces manual work with auto select features.

    Read More...
    to be used for the dosage form.
    1. Click the 'Add Device' button.
    2. Select the check_circle_outline icon beside the device name to add relevant devices to the dosage form including packaging and compounding devices such as empty capsules. Ensure only one variant for each device is selected as the default.
    3. Click Done once all relevant devices have been added. Devices linked to a dosage form are tracked during formulation. You can use auto select or adjust quantity settings as needed.
    • See Consumables tutorial for more information.
14. Select
    default formulation steps

    book

    Default formulation steps

    Setting formulation steps at the dosage form level improves consistency and saves time for recurring tasks. Categorised steps appear in order on the Dispensed and Preparation pages

    Read More...
    to be used for the dosage form, the formulation steps added to the dosage form are automatically added in a formulation when the dosage form is selected.
    1. Click the 'Add Step' button.
    2. Search or select a 'Master Step' from the list, or press ‘Add a new step’ button to create a step that is not available on the list.
    3. Click the add_circle_outline icon on to add the formulation step.
    4. Click ‘Done’ once all relevant formulation steps have been added.
    5. Use the reorder icon next to each dosage form to reorder the steps. Drag the icon up or down to either the start or end of the existing formulation steps.
    • See Formulations tutorial for more information.
15. Click on the ‘Create’ button when finished to save changes.

Editing a new dosage form

1. Go to the ‘Settings’ page.
2. Click on the ‘Dosage Forms’ button.
3. Click on the Dosage Form to be edited.
4. Apply any edits as desired.
5. Click on the ‘Save Dosage Form’ button when finished to save changes.

Sorting dosage forms

1. Go to the ‘Settings’ page.
2. Click on the ‘Dosage Forms’ button.
3. Use the 4-line drag icon next to each dosage form to reorder the items on the list. Drag the icon up or down to arrange the items in your preferred sequence.

• Sorting dosage forms updates the order in which they appear when selecting a dosage form during formulation.

Archiving a new dosage form

1. Go to the ‘Settings’ page.
2. Click on the ‘Dosage Forms’ button.
3. Click on the Dosage Form to be archived.
4. Go to ‘More Actions’.
5. Select ‘Archive’ you will now see an archived notification in a red banner at the top of the page.
6. If the manufacturer wasn’t meant to be archived go back to ‘More Actions’ and select ‘Unarchive’.

Deleting a new dosage form

1. Go to the ‘Settings’ page.
2. Click on the ‘Dosage Forms’ button.
3. Click on the Dosage Form to be archived.
4. Go to ‘More Actions’.
5. Select ‘Archive’
6. Go to ‘More Actions’.
7. Select ‘Delete’.