Drafts

Drafts are your safe workspace for preparing prescriptions before they become official pharmacy records. They provide a place for pharmacists and technicians to enter the details of a prescription or compound without it being dispensed as an official record. Drafts can be attached to a quote and later dispensed by a pharmacist once confirmed by the patient.

They allow you to create, review, and adjust formulations without altering the master formulation record. From initial formulation to pricing, tags, documents, and prescriber details, everything can be refined in one place. Once verified and approved, a draft can be dispensed with confidence ensuring accuracy, compliance, and patient safety every step of the way.

This guide will help you:

• Understand how to create, edit, and manage draft prescriptions before they become official records

• Learn how to attach drafts to quotes, dispense them, and fulfil orders once confirmed by the patient

• Navigate key features like pricing, tags, documents, and prescription details with confidence

Now that you've got the basics, let's dive into how to actually use Drafts. We'll cover how to find what's already there, create new ones, and get them ready to dispense.

Finding a draft

1. Go to the 'Drafts' page.
2. A list of all drafts is displayed under the 'All' tab showing the draft ID, customer name, compound name, type, payment status, and date created.
3. Drafts can also be found under the other tabs: New,
   Drafts that have been newly created can be found under the 'New' tab. Archived and deferred items are hidden.
   Sent,
   Drafts that are part of an order where the invoice has been sent can be found under the 'Sent' tab.
   and Confirmed,
   Drafts that are part of an order marked as paid or payment pending can be found under the 'Confirmed' tab.
   each reflecting a different stage of the order. premium Package
4. The draft status may be displayed as: Blank,
   Blank if the draft is not part of an order.
   Quote Sent,
   Quote Sent if the draft is part of an order where the invoice or quote has been sent but not paid.
   Payment Pending,
   Payment Pending if the draft is part of an order with a pending payment.
   Paid,
   Paid if the draft is part of an order that has been paid.
   Partially Refunded,
   Partially Refunded if the draft is part of an order where part of the payment has been refunded but not the full amount.
   Account,
   Account if the draft is part of an order billed to an account, not requiring immediate payment at dispensing.
   or New.
   New if the draft is a new order that has been created but has not progressed to a quote, payment, or account stage.
5. To find your desired draft you may either:
   1. Begin typing the name of the drug / ID / customer name into the search bar.
   2. Click the 'Status' drop-down menu to filter drafts by order status.
   3. Click on the 'Type' drop-down menu to filter drafts by the type of formulation.
   4. Click on the sell icon to display a list of tags to apply to the search.
      1. To add a tag to draft(s):
         1. Select the draft(s) using the check_box beside the Draft ID #, then click the '+ Add Tags' button at the top of the Drafts page.
         2. In the popup modal, select or type the tags you want to add, then click 'Save' to apply.
      2. To remove a tag from draft(s):
         1. Select the draft(s) using the check_box beside the Draft ID #, then click the delete 'Remove Tags' button at the top of the Drafts page.
         2. In the popup modal, deselect the tag(s) you want to remove, then click 'Save' to apply.
   5. Click on the 'More Filters' button near the search bar to apply more filters to the list.
      1. Click the Tagged With,
         Tagged With includes drafts with or without specific tags in the search.
         Checked,
         Checked includes checked, unchecked, or both types of drafts.
         Dispensed,
         Dispensed with 'Show Dispensed' ticked displays dispensed records.
         or Archival Status,
         Archival Status with 'Show Archived' ticked displays archived records.
         drop-down menus to apply filters. Use these filters to organise and refine the draft list for easier viewing.
   6. Click on the 'Sort By' button to sort the draft list by date or customer name.
   7. You may also create a Custom filter tab.
      Custom filter tabs allow you to organise Drafts, Dispensed, and Orders lists by applying filters and customising tabs to match your workflow. Available on the Premium Package.
      1. Click the '+ button', select the statuses and filters you need, and the list of drafts will update based on your selections. Once done, click 'Save View'.
   8. Set up Enabled Columns
      Enabled Columns allow you to display key information, such as Patient, Type, Name, Tags, Status, Date Created, Repeats, and Order Details.
      by clicking the settings icon below the Sort by button, then select the columns you want to display.
6. Once found, click on the desired draft to view it.

Creating a draft

1. Go to the 'Drafts' page.
2. To scan an e-prescription, click the 'Scan Token' button. If you are not using an e-prescription, you can skip this step and proceed to create a draft.
   • For a detailed guide on scanning e-prescriptions, see: Scanning an E-prescription
3. Click on the 'Create Draft' button.
4. Find the formulation, drug, or batch stock preparation in the system.
   1. Alternatively a once-off compound can be made where all aspects of the compounding process can be customised.
   • See Formulations tutorial for more information on creating a new custom formulation.
5. If a formulation, or batch stock has been selected, edit the formulation details such as the dosage form, expiry days, final units and wastage percent as desired.
   1. Batch stock quantities can be divided into packs.
   2. Selected batch stock items cannot be edited. To edit batch stock formulation click on the more_vert icon and click on 'Use as formulation only'.
6. Compounding products which require multiple containers for packaging can be split to accommodate. Compound Direct records the total Final Units for all containers then gives you the option to 'Split'. The system will automatically split the total into two containers, however, this can be changed as required. standard Package
   1. Click on the Final units field to reveal the Split function.
   2. Click on the Split button to create a new variable for the number of 'Containers'.
   3. Record the Final units per container and the number of containers as required.
   4. The Total Final Units is seen in brackets.
   5. If you have consumable devices set up, the number of containers will be taken account in the 'Compound Pricing' formula.
7. Edit ingredient details as required.
   • See Adding Ingredients to a formulation tutorial for more information.
8. If any ingredients are out of stock, an alert will be displayed to indicate that one or more of the ingredients are out of stock.
   1. Hover over an ingredients name to see the 'Quantity Needed' and the 'Total Stock on Hand'.
9. Select a price option from either:Manual,
   Manual allows you to set a custom price.
   Formulation Pricing,
   Formulation pricing is the price of the formulation for a quantity as determined on the formulations page. This option is available when a draft is made from a master formulation.
   or Compound Pricing
   Compound Pricing appears if the master formulation is changed or a once-off formulation is made, and is determined by the pricing option settings based on the dosage form and strength of ingredients. Available on the Standard Package
   1. Hover over an available compound pricing option to see the pricing formula used.
   2. If a device has been linked to the current dosage form, a list of recommended devices will appear as a preview. standard Package
   • See General Pricing tutorial for more information.
10. Enter Prescription particulars (Optional). standard Package
    1. Search for Patient - begin typing a patient name or create a new patient if not found in the system.
       1. Click the history icon beside a patient's name to view their dispensed script history, with dates and costs under All Dispensed tab or grouped by dosage form under Dosage Forms tab.
    2. Search for Prescriber - begin typing a prescribers name or create a new prescriber if not found in the system.
    3. Select Date Prescribed.
    4. Enter Directions for use.
       • You may type in sigs (e.g., mdu - as directed), and the equivalent translation will automatically populate the field. To set up Sigs, see: Balances, printers & labeling Tutorial for more information.
    5. Enter Repeats Total,
       Repeats Total refers to the total number of repeats allowed on the prescription. For example, if a prescription has a Repeats Total of 3, it can be dispensed three times in total (initial supply + 2 repeats).
       and Supply Number
       Supply Number indicates how many times the prescription has been dispensed or prepared, including the current dispense. For example, if one supply had been given previously, the current Supply Number would be 2.
       1. If a previous prescription is selected that had repeats left, the repeats total will not be editable.
    6. Select if the script will be deferred,
       Deferred is used when a patient presents a prescription to be held at the pharmacy but chooses not to have it dispensed immediately. This is commonly done when the prescription includes multiple items, and not all are needed at the same time.
       is owing
       Owing is used when the medication is being dispensed before the prescription is available. This can include situations such as dispensing from a digital image of a physical script or when a new prescription is expected but not yet provided.
       or is an external repeat.
       External repeat means the repeat will be filled by a different pharmacy, not the original dispensing location.
       1. If an external repeat is selected, record the date of previous supply, external script number and external pharmacy.
    7. If a smaller amount can be prepared than originally prescribed, tick the 'Variable Supply' box and enter the total prescribed quantity along with the total quantity remaining.
    8. Click on the 'Show More' drop-down menu to enter the prescription expiry. Click on the '6 Month' and '1 Year' buttons to quickly set the expiry date.
       1. If there are more than 0 repeats left, set the minimum number of days between repeats.
11. Under 'Tags' current tags can be seen, added, or removed.
    1. Click on the drop-down menu to add a tag that has already been created in the system to the ingredient.
    2. To create a new tag, begin typing the desired tag under 'Tags' and press the Enter / Return key to add it.
    3. To remove a tag click on the close near its name.
12. Click on the 'Create' button when finished to create draft.
    1. When a draft has unsaved changes, an 'Unsaved Status' badge will appear on the drafts list. Changes applied will remain even if you navigate away from the page until you either save or discard them.
13. After saving a draft, a status button will appear at the top of the page. To mark the draft as checked, click the 'Unchecked Status' button, and it will change to a green checked status. premium Package

Editing a draft script

1. Go to the 'Drafts' page and select the draft to be edited.
2. If a master formulation was used for the draft the name of the formulation is shown at the top.
   1. Click on the 'Remove' button to search for a new formulation to use.
3. If a unique formulation was used for the draft, search for a master formulation to use instead.
4. Once the desired formulation or batch stock has been selected, edit the formulation details such as the dosage form, expiry days, final units and wastage percent as desired.
   1. Selected batch stock items cannot be edited. To edit batch stock formulation click on the more_vert icon and click on 'Use as formulation only'.
5. Compounding products which require multiple containers for packaging can be split to accommodate. Compound Direct records the total Final Units for all containers then gives you the option to 'Split'. The system will automatically split the total into two containers, however, this can be changed as required. standard Package
   1. Click on the Final units field to reveal the Split function.
   2. Click on the Split button to create a new variable for the number of 'Containers'.
   3. Record the Final units per container and the number of containers as required.
   4. The Total Final Units is seen in brackets.
   5. If you have consumable devices set up, the number of containers will be taken account in the 'Compound Pricing' formula.
6. Edit ingredient details as required.
   • See Adding Ingredients to a formulation tutorial for more information.
7. If any ingredients are out of stock, an alert will be displayed to indicate that one or more of the ingredients are out of stock.
   1. Hover over an ingredients name to see the 'Quantity Needed' and the 'Total Stock on Hand'.
8. Edit the pricing as required:Manual,
   Manual allows you to set a custom price.
   Formulation Pricing,
   Formulation pricing is the price of the formulation for a quantity as determined on the formulations page. This option is available when a draft is made from a master formulation.
   or Compound Pricing
   Compound Pricing appears if the master formulation is changed or a once-off formulation is made, and is determined by the pricing option settings based on the dosage form and strength of ingredients. Available on the Standard Package
   1. Hover over an available compound pricing option to see the pricing formula used.
   2. If a device has been linked to the current dosage form, a list of recommended devices will appear as a preview. standard Package
   • See General Pricing tutorial for more information.
9. Edit Prescription particulars (Optional). standard Package
   1. Search for Patient - begin typing a patient name or create a new patient if not found in the system.
      1. Click the history icon beside a patient's name to view their dispensed script history, with dates and costs under All Dispensed tab or grouped by dosage form under Dosage Forms tab.
   2. Search for Prescriber - begin typing a prescribers name or create a new prescriber if not found in the system.
   3. Select Date Prescribed.
   4. Enter Directions for use.
      1. You may type in medical abbreviations (e.g., MDU - as directed), and the equivalent translation will automatically populate the field.
   5. Enter Repeats Total,
      Repeats Total refers to the total number of repeats allowed on the prescription. For example, if a prescription has a Repeats Total of 3, it can be dispensed three times in total (initial supply + 2 repeats).
      and Supply Number
      Supply Number indicates how many times the prescription has been dispensed or prepared, including the current dispense. For example, if one supply had been given previously, the current Supply Number would be 2.
      1. If a previous prescription is selected that had repeats left, the repeats total will not be editable.
   6. Select if the script will be deferred,
      Deferred is used when a patient presents a prescription to be held at the pharmacy but chooses not to have it dispensed immediately. This is commonly done when the prescription includes multiple items, and not all are needed at the same time.
      is owing
      Owing is used when the medication is being dispensed before the prescription is available. This can include situations such as dispensing from a digital image of a physical script or when a new prescription is expected but not yet provided.
      or is an external repeat.
      External repeat means the repeat will be filled by a different pharmacy, not the original dispensing location.
      1. If an external repeat is selected, record the date of previous supply, external script number and external pharmacy.
   7. If a smaller amount can be prepared than originally prescribed, tick the 'Variable Supply' box and enter the total prescribed quantity along with the total quantity remaining.
   8. Click on the 'Show More' drop-down menu to enter the prescription expiry. Click on the '6 Month' and '1 Year' buttons to quickly set the expiry date.
      1. If there are more than 0 repeats left, set the minimum number of days between repeats.
10. Under 'Tags' current tags can be seen, added, or removed.
    1. Click on the drop-down menu to add a tag that has already been created in the system to the ingredient.
    2. To create a new tag, begin typing the desired tag under 'Tags' and press the Enter / Return key to add it.
    3. To remove a tag click on the close near its name.
11. Under 'Documents', click '+Upload File' to upload a file such as a prescription to be seen by anyone viewing the draft.
    1. Select which option 'Select a File' or 'Take a Photo'.
    2. A complete list of current 'Documents' will be displayed here.
    • For more information see General features of all documents tutorial.
12. Under 'Activity', type notes into the text field provided and click enter to add.
    1. A complete list of current 'Notes' will be displayed to everyone.
    2. Changes made to the draft will also be recorded here.
    • For more information see the 'General features of all notes' tutorial.
13. If the draft is part of an 'Order', a summary of the order will be shown with the heading 'Order'. premium Package
    1. The order number will be shown which can be clicked to go to the order page.
    2. The status of the order is shown which can be toggled between Unfulfilled and Fulfilled by clicking on the drop-down menu.
       1. To fulfil the order, open the drop-down menu and select 'Fulfil'.
          Completing this action indicates to the customer that their order is ready. A warning will appear stating that the draft has not yet been signed off.
       2. To proceed, click 'Fulfil without signing off'.
    3. The status of each script in the order is also displayed between Draft and Dispensed.
    4. Click on a script to view it.
14. Click on the 'Save' button when finished editing.

Dispensing a draft

1. Go to the 'Drafts' page and select the draft that is ready to be dispensed.
2. Once a draft has been created, any copies of the actual prescription can be uploaded to the documents section of the draft.
   1. Prescription particulars can still be edited at this stage.
3. Ensure the pharmacist is satisfied with all aspects of the draft's formulation, prescription, and risk-management.
4. The pharmacist can proceed with selecting 'Dispense', located at the top of the page.
   1. On the Dispense drop-down menu, the pharmacist can choose 'Dispense Tomorrow at 8:00 AM' or click 'Snooze Dispense' to dispense the script on a future date.
      1. A Snoozed badge will be displayed beside dispensed ID # for snoozed records.

   • Pre-dispense risk management checklists will appear here to be checked off by the pharmacist prior to being dispensed. To learn more: Formulation Risk-Management

5. A 'Significant Changes Detected' alert will appear whenever an ingredient used in your formulation has an adjustment factor which has changed significantly. This must be reviewed before dispensing may continue.
   1. The alert will display the name of the ingredient which requires review with the signed off and current Adjustment Factor beside it, along with the percentage difference from the previous adjustment factor.
   2. To dispense this item, the formulation must be signed off again. Click 'View Formulation' to review and 'Sign off' formulation.
   3. Once the Adjustment Factor has been reviewed and verified by an authorised member of the team, click on the 'Dispense with caution' button to continue dispensing.
6. Draft script will now be transitioned into a dispensed script located in the 'Dispensed/New' tab.

Adding a draft to an order

1. Go to the 'Drafts' page and select the draft you want to add to an order.
2. On the draft record, click 'More Actions', then select 'Add to Order'.
   1. You can return to the drafts list to add more drafts if needed.
3. The number of items added will appear at the bottom of the page.
4. To view the order, click the 'View' button.

To add multiple drafts to an order:

1. Go to the 'Drafts' page.
2. Select the draft(s) you wish to add by clicking the check_box icon.
3. Click the 'New Order' button.
   1. If the selected drafts belong to different customers, their names will appear in the New Order dropdown. An order can only be assigned to one customer, so confirm the selected drafts match the correct patient.
4. Select the customer name to assign the order, and you will be redirected to the Orders page.

• For a complete step-by-step guide on adding an order, see: Adding an Order.

Archiving a draft

1. Go to drafts page and select desired draft you want to archive.
2. On the draft record, click the 'More Actions' drop down menu.
3. Click the 'Archive' button.

To archive multiple drafts:

1. Go to the 'Drafts' page and select the draft(s) you want to archive by clicking the check_box beside the Draft ID #.
2. Click the archive 'Archive Drafts' button at the top of the page.
3. In the Archive Selected Drafts modal, click the 'Archive' button to confirm.

To unarchive a draft:

1. Go to the 'Drafts' page, under the 'All' tab, and select the draft you want to unarchive.
   1. Archived drafts are shown with their ID number struck through in red.
2. On the draft record, click the unarchive 'Unarchive' button.