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 'Settings' page.
2. Click on the 'Drafts' button.
3. 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.
4. 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
5. 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.
6. 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 script type.
   4. Click the sell icon to create or select tags, which can then be applied to filter the list.
   5. Click on the 'More Filters' button near the search bar to apply more filters to the list.
      1. Click the Tagged With,
         Click on the 'Tagged With' drop-down menu and select a tag from either 'Has Tag' or 'Without Tag' to apply to the search.
         Checked,
         Click 'Checked' and select whether to filters drafts that are 'Checked', 'Unchecked' or 'Both'.
         Dispensed,
         Click 'Dispensed' and tick 'check_box Show Dispensed' to display dispensed records.
         or Archival Status,
         Click 'Archival Status' and tick 'check_box Show Archived' to display archived drafts in the list.
         drop-down menus to apply filters. Use these filters to organise and refine the draft list for easier viewing.
      2. Click on the 'Reset Filters' button to remove all filters applied.
   6. Click the 'Sort By' button and select whether to sort by 'Date Created' (oldest first or newest first), 'Customer Name' (A–Z or Z–A) or 'Script Name' (A–Z or Z–A).
   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' to 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.
7. Once found, click on the desired 'Draft' to view it.

Creating a draft

1. Go to the 'Settings' page.
2. Click on the 'Drafts' button.
3. On the 'Drafts' page, scan an E-prescription by clicking the 'Scan Token' button. If you are not using an e-prescription, skip this step and proceed to create a draft.
   • For a detailed guide on scanning e-prescriptions, see: Scanning an E-prescription
4. Click on the 'Create Draft' button.
5. 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.
6. 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. To edit batch stock formulation click on the more_vert icon and click 'Use as formulation only'.
      1. Selected batch stock items cannot be edited.
7. 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. Enter 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 into account in the 'Compound Pricing' formula.
8. Edit ingredient details as required.
   • See Adding Ingredients to a formulation tutorial for more information.
9. 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. On the alert, hover over an ingredient's name to see the Quantity Needed and the Total Stock on Hand.
10. 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 Compound Pricing tutorial for more information.
11. Enter the prescription particulars (Optional). standard Package
    1. Enter the patient name or click 'Create New Patient' if the record is not yet added to the system.
       1. Hover over the history icon beside the 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. Enter the prescriber name or click 'Create New Prescriber' if the record is not yet added to 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. See Sigs user guide 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 previous supply was dispensed or deferred at a different pharmacy.
       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 'check_box Variable Supply' 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.
12. Add appropriate tags to the draft to help manage records and communicate properties to other team members.
    • Tags are used to aid in searching and can also be used as a form of communication to other users. (e.g., indicating a draft has been quoted or urgent ). To learn more about setting up tags, see: Tags user guide.
13. Click the 'Create' button when finished to create draft.
    1. An UNSAVED STATUS alert will appear on the drafts list when there are unsaved changes. Changes applied will remain even if you navigate away from the page until you either save or discard them.
14. After saving a draft, an 'check Unchecked' button will appear at the top of the page.
    1. To mark the draft as checked, click the 'check Unchecked' button, and the status will change to 'check Checked'. premium Package

• The Checked/Unchecked status may help with delegating tasks by allowing receptionists or technicians to enter initial script details, while verifying staff (e.g., pharmacists) review and confirm accuracy by checking drafts.

Editing a draft

1. Go to the 'Settings' page.
2. Click on the 'Drafts' button.
3. Select the 'Draft' to be edited.
4. If a master formulation was used for the draft, the name of the formulation will be shown at the top.
   1. Click 'Remove' to search for a new formulation to use.
5. If a unique formulation was used for the draft, search for a master formulation to use instead.
6. 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. To edit batch stock formulation click on the more_vert icon and click 'Use as formulation only'. Selected batch stock items cannot be edited.
7. 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. Enter 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 into account in the 'Compound Pricing' formula.
8. Edit ingredient details as required.
   • See Adding Ingredients to a formulation tutorial for more information.
9. 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. On the alert, hover over an ingredient's name to see the Quantity Needed and the Total Stock on Hand.
10. 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.
11. Edit prescription particulars (Optional). standard Package
    1. Edit the patient name or click 'Create New Patient' if the record is not yet added to the system.
       1. Hover over the history icon beside the 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. Edit the prescriber name or click 'Create New Prescriber' if the record is not yet added to the system.
    3. Edit the '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. See Sigs user guide 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 'check_box Variable Supply' 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.
12. Edit the tags added to the draft to help manage records and communicate properties to other team members.
    • Tags are used to aid in searching and can also be used as a form of communication to other users. (e.g., indicating a draft has been quoted or urgent ). To learn more about setting up tags, see: Tags user guide.
13. Under 'Documents', click '+Upload File' to upload files, such as a prescription, which can be viewed by anyone accessing the draft.
    1. Select an 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.
14. Under 'Activity', enter your notes in the text field provided and press Enter on your keyboard to add the note.
    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.
15. If the draft is part of an order, a summary of the order will be displayed under 'Order'. premium Package
    1. Click the 'local_shipping Order #' to view the 'Order' page.
    2. The status of the order is shown which can be toggled from radio_button_unchecked UNFULFILLED to lens FULFILLEDby clicking on the drop-down menu.
       • 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.
       1. To proceed, click 'Fulfil without signing off'.
    3. The status of each script in the order is also displayed between Draft and Dispensed.
16. Click on the 'Save' button when finished editing.

Dispensing a draft

1. Go to the 'Settings' page.
2. Click on the 'Drafts' button.
3. Select the 'Draft' that is ready to be dispensed.
4. 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.
5. Ensure that the pharmacist is satisfied with all aspects of the draft's formulation, prescription, and risk-management.
6. The pharmacist can proceed with dispensing the draft by clicking the 'Dispense' button.
   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 access_time 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

1. 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.
      1. 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.
2. Draft script will now be transitioned into a Dispensed script and can be located in the 'Dispensed/New' tab.

Adding a draft to an order

1. Go to the 'Settings' page.
2. Click on the 'Drafts' button.
3. Select the 'Draft' you want to add to an order.
4. 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.
5. The number of items added will appear at the bottom of the page.
6. To view the order, click the 'View' button.

To add multiple drafts to an order:

1. Go to the 'Settings' page.
2. Click on the 'Drafts' button.
3. Select the 'Draft(s)' you want to add by clicking the check_box icon.
4. If the selected drafts belong to one customer, click the 'Create Order' button.
   1. If the selected drafts belong to different customers, click the 'New Order' drop-down menu. An order can only be assigned to one customer, so confirm the selected drafts match the correct patient.
   2. 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 the 'Settings' page.
2. Click on the 'Drafts' button.
3. Select the 'Draft' you want to archive.
4. On the draft record, click the 'More Actions' drop down menu.
5. Click the 'Archive' button.
   1. A timestamped notification banner will appear at the top of the page confirming the action.
6. To archive multiple drafts:
   1. Select the 'Draft(s)' by clicking the check_box icon beside each Draft ID#.
   2. Click the 'archiveArchive' button at the top of the page.
   3. In the 'Archive Selected Drafts' modal, click the 'Archive' button to confirm.
7. To unarchive a draft:
   1. Go to the 'Drafts' page, under the 'All' tab, and select the 'Draft' you want to unarchive.
   2. Archived drafts are shown with their ID number struck through in red.
   3. On the 'Draft' record, click the 'unarchive Unarchive' button.