Drafts

Drafts provide a place for a pharmacist or technician to enter the details of a prescription / compound without it being dispensed as an official pharmacy record. Drafts can then be attached to a quote, and then dispensed by a pharmacist once confirmed by the patient.

Finding a draft script

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: premium Package
   1. New drafts can be found under the ‘New’ tab.
   2. Drafts which are part of an order, where the invoice has been sent but not paid, can be found under the ‘Quoted’ tab.
   3. Drafts which are part of an order, where the invoice has been sent and the order has been marked as paid/ payment pending can be found under the ‘Confirmed’ tab.

   The status will be displayed as:

   1. Blank if the draft is not a part of an order.
   2. Quote Sent if the draft is part of an order which the invoice/quote has been sent but not paid.
   3. Payment Pending if the draft is part of an order which has been marked as ‘Payment Pending’.
   4. Paid if the draft is part of an order which has been paid or has been marked as paid.
4. 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 on the ‘Type’ drop-down menu to filter drafts by the type of formulation.
   3. Click on the sell icon to display a list of tags to apply to the search.
   4. Click on the ‘More Filters’ button near the search bar to apply more filters to the list.
      1. Click on the ‘Tagged With’ drop-down menu and include either drafts with specific Tags or drafts without a specific Tag to the search.
   5. Click on the ‘Sort By’ button to sort the draft list by date or customer name.
5. Once found, click on the desired draft to view it.

How to create a draft script

1. Go to the ‘Drafts’ page.
2. Click on the ‘Create Draft’ button.
3. Find the formulation 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.
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. Select a price from either:
   1. ‘Formulation pricing’: The price of the formulation for a quantity as determined in the formulations page. This option is available when a draft is made from a master formulation.
   2. ‘Compound Pricing’: If the master formulation is changed or a once-off formulation is made, the ‘compound pricing’ will appear and be determined by the pricing option settings depending on the dosage form and strength of ingredients.
      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.
   3. ‘Manual’: Set a custom price.
9. 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.
   2. Search for Doctor - begin typing a doctors name or create a new doctor if not found in the system.
   3. Select Date Prescribed.
   4. Enter Label Instructions.
   5. Enter Repeats Total and/or Repeats Left.
      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, is owing or is an external repeat.
      1. If an external repeat is selected - record the date of previous supply, external script number and external pharmacy.
   7. 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. Click on the ‘Create’ button when finished to create draft.

Editing a draft script

1. Go to the ‘Drafts’ page.
2. Find your desired draft and click on it.
3. 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.
4. If a unique formulation was used for the draft, search for a master formulation to use instead.
5. 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’.
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. Edit the pricing as required:
   1. ‘Formulation pricing’: The price of the formulation for a quantity as determined in the formulations page. This option is available when a draft is made from a master formulation.
   2. ‘Compound Pricing’: If the master formulation is changed or a once-off formulation is made, the ‘compound pricing’ will appear and be determined by the pricing option settings depending on the dosage form and strength of ingredients.
      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.
   3. ‘Manual’: Set a custom price.
10. 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.
    2. Search for Doctor - begin typing a doctors name or create a new doctor if not found in the system.
    3. Edit Date Prescribed.
    4. Edit Label Instructions.
    5. Edit Repeats Total and/or Repeats Left.
       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, is owing or is an external repeat.
       1. If an external repeat is selected - record the date of previous supply, external script number and external pharmacy.
    7. 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, edit 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. Under ‘Documents’, click '+Upload File' to upload a file such as a prescription to be seen by anyone viewing the draft.
    1. A complete list of current ‘Documents’ will be displayed here.
    • For more information see General features of all documents tutorial.
13. 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.
14. 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.
    3. The status of each script in the order is also displayed between 'Draft' and 'Dispensed'.
    4. Click on a script to view it.
15. Click on the ‘Save’ button when finished to edit draft.

How to dispense a draft

1. 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.

   • 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 'Confirm Adjustment Factors' pop-up 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 pop-up will display the name of the ingredient which requires review with the current Adjustment Factor beside it. The percentage difference from the previous adjustment factor is shown below. A comprehensive list of all dispensings with the ingredient is shown with the Times dispensed, Last Dispensed and Previous Adjustment Factor.
   2. Click on the 'Review Adjustment Factors' button for a comprehensive list of all batch lots of the ingredient and to make an edit to the Adjustment Factor if necessary.
   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