Pharmacy Workspace Settings

Use ‘Workspace settings’ to configure your pharmacy. To open pages such as ‘Drugs & Batch Stock’, ‘Stocktake’ or ‘Reports’, click ‘More keyboard_arrow_down’ in the top navigation bar and select the link under the relevant group.

1. Click the settings gear icon in the top-right navigation bar to open ‘Workspace settings’.
2. Use the left-hand side menu to select the section you want to configure. On a small screen, the gear icon opens the ‘Workspace settings’ menu; select your section there. To find a section quickly, type its name into ‘search Search settings’ at the top of the menu.

• Under ‘General’, select ‘store Pharmacy Details’ to edit pharmacy and company details, contact information, time zone, currency, branding, logos and graphics.
• Under ‘Compounding’, select ‘science Compounding Settings’ to set compounding accuracy tolerance, enabled capsule sizes, liquid measurement threshold and formulation expiry alert threshold.
• Under ‘Dispensing’, select ‘local_pharmacy Dispense Settings’ to configure copying comments and tags, manual batch entry and balance weight controls, auto-print settings, PBS settings and ‘SMS Prompt On Sign Off’, where available.
• Under ‘Stock’, select ‘shopping_cart Purchase Orders’ to set low stock and stock expiry reorder thresholds.
• Under ‘Advanced’, select ‘contacts Contacts’ to create, edit or delete administrative contacts.
• Under ‘Order’, select ‘receipt_long Orders & Accounts’ to set the default account payment day and account charge trigger.
• Under ‘Integrations’, select ‘share Connections’ to set up or manage integrations, including ‘Healthcare Identifiers’, where available.
• Under ‘Users & roles’, select ‘security Security’ to configure authorisation, PIN inactivity and password settings, where available.

3. If you have unsaved settings changes, click ‘Save’ before moving to another section. To undo those changes, click ‘Discard’, then confirm ‘Discard’ in the ‘Discard changes?’ modal.

Managing workspace contacts

Workspace contacts store the administrative contact details used in your pharmacy's communications and purchase orders.

1. Click the settings gear icon in the top-right navigation bar to open ‘Workspace settings’.
2. In the left-hand side menu, under ‘Advanced’, select ‘contacts Contacts’.

Creating a workspace contact

1. On the ‘Contacts’ page, click the ‘Create Contact’ button.
2. On the ‘New Contact’ modal, enter the ‘Contact Name’, ‘Email Address’, ‘Phone Number’, address and ‘Company Name’ as appropriate.
3. Select the ‘Type’: ‘Any’ for all communications, ‘Public’ for customer communications, or ‘Internal’ for operational communications.
4. Click ‘Create’. The modal closes and the contact appears in the list.

Editing a workspace contact

1. On the ‘Contacts’ page, type the contact's name, email address or phone number into the ‘search Search contacts’ field.
2. Click ‘Edit’ beside the matching contact.
3. Update the contact details, then click ‘Save’ in the modal.

Deleting a workspace contact

1. On the ‘Contacts’ page, click ‘Edit’ beside the contact.
2. Click ‘Delete’ in the modal.
3. In the ‘Delete Contact’ confirmation modal, click ‘Delete’. The contact is removed from the list.

Controlling batch over-allocation

1. Click the settings gear icon in the top-right navigation bar to open ‘Workspace settings’.
2. In the left-hand side menu, under ‘Compounding’, select ‘science Compounding Settings’.
3. Turn on ‘Prohibit Batch Over-Allocation’ to prevent users from weighing or using more than the selected batch's stock on hand.
4. Click ‘Save’.

Showing unclassified formulations

Show an indicator on formulations with no classifications assigned so you can identify records to review.

1. Click the settings gear icon in the top-right navigation bar to open ‘Workspace settings’.
2. In the left-hand side menu, under ‘Compounding’, select ‘science Compounding Settings’.
3. Under ‘Compounding Features’, turn on ‘Show Unclassified Formulation Icon’.
4. Click ‘Save’.

Configuring the SMS prompt on sign-off

If SMS is available in your workspace, you can choose whether signing off a dispense record prompts you to send an SMS to the customer.

1. Click the settings gear icon in the top-right navigation bar to open ‘Workspace settings’.
2. In the left-hand side menu, under ‘Dispensing’, select ‘local_pharmacy Dispense Settings’.
3. Find the ‘SMS Prompt On Sign Off’ drop-down menu.
   • Select ‘Enabled’ to enable the SMS prompt after sign-off.
   • Select ‘Disabled’ to sign off without the SMS prompt.
4. Click ‘Save’ to apply the setting.

Adding a PIN code

1. Login to your Compound Direct workspace.
2. On the top right-hand side, next to the notifications bell, select the drop-down arrow next to 'Your Name'.
3. Click on 'Lock'.
4. Type in a 4-digit code to 'Set Authorisation PIN'.
5. Press 'Save'.
6. Your workspace will now be locked after inactivity or when manually locked.

Unlocking workspace with PIN code

If you have been locked out of your workspace due to inactivity, the screen will show 'Workspace Locked'

Auto-Print Settings

1. Click the settings gear icon in the top-right navigation bar to open ‘Workspace settings’.
2. In the left-hand side menu, under ‘Dispensing’, select ‘local_pharmacy Dispense Settings’.
3. Scroll to the ‘print Auto-print dispense label’ setting.
4. Switch the toggle toggle_on next to each label or document on or off to choose what prints automatically.
5. Click ‘Save’ to apply your auto-print settings.

Auto-print dispense label
When enabled, the dispense label prints automatically when a draft is dispensed.

Auto-print on allocate
When enabled, the dispense label prints automatically when a batch is allocated to a dispense record.

Auto-print repeats
When enabled, repeat labels print automatically when a draft is dispensed.

Auto-print worksheet
When enabled, the worksheet prints automatically when a draft is dispensed.

Auto-print pharmacy receipt
When enabled, the pharmacy receipt prints automatically when a draft is dispensed.

Auto-print customer labels
When enabled, customer labels print automatically when a draft is dispensed.