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User Guide

Hotkeys

Navigate with confidence using keyboard shortcuts

Hotkeys in Compound Direct are designed to streamline your workflow, reduce repetitive clicks, and help you move efficiently between tasks. Whether you are editing records, processing orders, dispensing scripts, or compounding preparations, shortcuts can significantly improve speed while maintaining accuracy in daily operations.

This user guide will help you:

  • Quickly reference keyboard shortcuts across all areas of the system
  • Perform common actions such as edit, save, print, confirm, and navigate with fewer clicks
  • Work more efficiently across drafting, dispensing, compounding, billing, and stock management

Use this guide as a practical reference to integrate shortcuts into your everyday workflow.

Notes:

  • Use Ctrl on Windows/Linux or Cmd on macOS.
  • Option on macOS is equivalent to Alt on Windows.
  • Shortcuts are context-specific and only work when the related action or button is visible and enabled on the current screen.

These shortcuts are available across the workspace, regardless of which screen you are on.


  • To open the ‘Quick Scan’ modal: Press the period . key.

    • Quick Scan allows staff to scan QR codes, barcodes, eRx tokens, SCIDs, Medisca lot numbers, and more to reduce manual entry.
       

  • To open the ‘Settings’ page: Press Ctrl + Shift + S or Cmd + Shift + S.

  • To open the Settings search search bar: Press any key to search, then press Enter to open the selected page.

  • To open the ‘Quick Actions’ modal: Press the / or Ctrl + / or Cmd + /.


      • Within the ‘Quick Actions’ modal:


      • Press arrow_upward or arrow_downward to move between items.
      • Press Enter to open the selected item.
      • Press Backspace to go back, or close the modal.
      • Press Esc to close the modal.

      You can also press the letter or number displayed next to an item to go directly to that page:


      • C to open the ‘Customer’ page.
      • D to open the ‘Drafts’ page.
      • F to open the ‘Formulations’ page.
      • I to open the ‘Ingredients’ page.
      • O to open the ‘Orders’ page.
      • P to open the ‘Print’ options (where applicable).
      • R to open the ‘Prescribers’ page.
      • S to open the ‘Dispensed’ page.
      • E to open the ‘Scan E-Script’ page.

    List page shortcuts

    These shortcuts are available when you are on list pages and help you quickly navigate and select items in the list.


    • Press arrow_upward or arrow_downward to move between list items.
    • Press Shift to tick multiple checkboxes.

    These are standard browser keyboard interactions used throughout the application, such as navigating between elements and activating focused actions.


    • Press Tab to move focus forward between focusable elements on the page or within modals (e.g., input fields, buttons, links, and dropdowns).
    • Press Shift + Tab to move focus backwards between focusable elements on the page or within modals (e.g., input fields, buttons, links, and dropdowns).
    • Press Enter to open selected items, or to ‘Confirm’ actions in confirmation modals.

Page shortcuts

On the ‘Customers’ page, you may either:


  • 1 to 5, west, or east to switch between tabs on a ‘Customer’ record.
  • E to ‘Edit’ the Customer.
  • R to view Refill Reminders for the Customer.
  • D to ‘Create a Draft’ for the selected Customer.
  • Ctrl + P or Cmd + P to ‘Print (Preview)’.
  • Ctrl + Shift + P or Cmd + Shift + P to ‘Print a label’.


On the ‘Send SMS’ modal,

  • Ctrl + S or Cmd + S to ‘Send the SMS’.

On the ‘Send Risk Assessment’ modal,

  • Ctrl + S or Cmd + S to ‘Send the Risk Assessment link’.

On the ‘Create or Edit Customer’ page,

  • Ctrl + S or Cmd + S to ‘Save’.

On the ‘Create or Edit Customer’ modal (applies when creating or editing a Customer from another page),

  • Enter or Ctrl + S or Cmd + S to ‘Save’.

Related

Customers
Manage customer records including scripts, documents, and notes. Support patient engagement through personalised communications and organised pharmacy data.
Drafts
Learn how to create, locate, and dispense draft scripts efficiently using Compound Direct’s draft management system for pharmacy workflows.
Dispense Records
Track, view, and edit dispense records to maintain accurate pharmacy documentation and batch stock allocations for each preparation.
Formulations
Create, edit, and manage pharmacy formulations including ingredients, pricing, documentation, and batch stock conversion. Support accurate and compliant preparation.
Orders
Handle customer orders from creation to dispatch. Track status updates, edits, and reorders with seamless integration across the system.
Compounding
Master the compounding process in Compound Direct — from preparing solid and liquid formulas to mixing and finalizing custom medications.
E-Prescriptions
Process e-prescriptions from scan to dispense using integrations like MySL, eRx and RTPM. Edit, track, and manage digital scripts in one seamless workflow.
Purchase Orders
Create, send, and fulfill pharmacy purchase orders. Manage supplier sourcing, order statuses, and inventory replenishment seamlessly.
Accounts
Manage customer accounts, view and edit invoices, and track payment history to streamline pharmacy billing and financial workflows.
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