Release Notes

Patient Module:

• Now when a one time use credit card is processed, it gets deactivated to prevent further it shows as an available option in the future.
• Fix an issue with the Account Statement Report that wasn’t showing all orders under certain status.

Provider Module:

• Added an option to manually update the Provider information from the SureScript directory.
• Fix an issue with the Account Statement Report that wasn’t showing all orders under certain status.

Institution Module:

• Fix an issue with the Account Statement Report that wasn’t showing all orders under certain status.

Prescription Module:

• Added SLAs Stats to the Pending Clarification queue in the Rx Dashboard.
• Added a new option to send a prescription back for to Clarification when performing a dispense final verification. This action will move the order back to Pending Clarification as well.
• When sending a prescription back for Clarification, we added the option to select a category that can be use to filter the Clarification queue under the Prescriptions Dashboard.
• Added a new option to send a prescription back for to Correction when performing a dispense final verification. This action will move the order back to Pending Clarification as well.
• Added an option to expand the information under each verification when performing the prescription pre-check.
• Added the ability to un-cancel a prescription that wasn’t cancelled by the prescriber.
• Added the option to create a Telephone prescription from a scanned document.
• Added the Date Submitted (the date when the prescription intake was finalized) to the list of fields that can be exported by CSV.
• Added the Sales Rep assigned to the provider to the list of fields that can be exported by CSV.
• Added option to show the number of characters in the prescription SIG and the expected number of lines to use in the prescription label.
• Added an option to print a label to back tag prescriptions that can’t be filled or are moved to on hold.
• Fix an issue when printing the Rx Label it was printing all prescriptions in the order and not the selected prescription.

Order Module:

• Added two new fields ( “IsNewPatient" and “Phone 2” ) to export when using the Export Records by CSV.
• Added the ability to un-cancel an Order.
• Added the order payor to the list of fields that can be exported by CSV.
• Added the “Provider Created Date” in the system to the Export Records by CSV under Dispenses.
• Added a new option at the State level to require “Delivery Signature”.
• When an account is on hold, the system will now prevent the creation of an order if this setting is active.
• For patients orders where the institution is paying, the system will look at prescription to find the possible institution to select instead of the selected under the patient profile. This option will be depreciated in a future release.
• Fix an issue when printing the Shipping Label for a veterinary prescription it was showing the pet name and owner name overlapped.

Formulation Module:

• Added an option set the Acknowledge option for each instruction when creating a template.
• Template instructions can be linked to a workflow now.
• Added an option to show if the instruction imported from a template is already linked to a workflow.
• Added an option to delete all instructions from a formula.
• When importing instructions from a template, it import the Acknowledge and Workflow selected on each instruction.
• Added an option to copy the Formula ID in the formula details screen.
• Fix an issue where Powder formulas wasn’t calculated properly when making a trituration.

Compounding Module:

• Now, when updating the dispense date of an order, the compounding date will be updated at the same time.
• Capsules final weight tolerance now default to the tolerance selected in the formula and not the system default.
• A new automation was added to create a new compounding log when the product is low in stock.
• Fix an issue to allow scroll long instructions.
  

Inventory Module:

• We update the logic on how to verify the CoA information to ensure it follows the logic in the product settings where Activity Factor is required only if the product requires a CoA document. In addition we improved the user interface to a better understanding of the steps to complete when verifying the CoA information.
• Bottle cap option now is default to Safety Cap if nothing is defined at the product or patient profiles.
• We added a new option to restrict sending SMS refill notifications for prescriptions related to a product.

Fill Station:

• Added SLAs Stats for Ready to Fill, To be Compound, and All to be Filled queues.

Verification Station:

• Added a new columns Created By and Created Timestamp in the Pre-Check queue with the ability to sort the records.

Finances Module:

• Fix an issue where invoices weren’t mark as Overdue under certain conditions.

Reports:

• Adjust all Orders Reports to include the new status “Paid in Full” when order is billed by Invoice.
• Added a new column to the Count for Finance report to include cost of each item.
• Added the option to filet the Top Prescribers report by State.

SiCash:

• Added an option to print the receipt in a letter page size.
• Added an option to navigate to the selected order in SiCompounding.
• Added an option to identify when a prescription is a refill.
• Added an option to pay with a Check at the POS.
• When processing a payment, the amount to pay is set by default to the total due instead of asking the cashier to enter the amount to process each time.
• Reduce a number of times the user is asked to enter a PIN after login in the POS.
• Fix a issue where in some conditions orders of the same patient couldn’t be added to the same checkout session.

Other additions:

• Added an option to search for record creation data under patients, providers, institutions, prescriptions, and orders modules.

Patient Module:

• E1 Check request now pull up to three patient insurance plans.

Prescription Module:

• Added an option to filter the Refills queue in the Prescriptions Dashboard by data range.
• Added the option to export the DUR records by CSV.
• Added the option to export two new fields “IsNewPatient” and “Phone 2”.
• Fixed an issue where a prescription annotation was showing in the prescription details view for other prescriptions of the same patient.
• Fixed an issue where the New Prescriber form was showing out of bounds in the screen and the options to cancel or save the information wasn’t available.

Order Module:

• When sending an order to pharmacy and the shipping information is missing, the system now displays a better error description.
• A compounding order can be created now from the “Actions” option in the dispense line, or in the Dispense details screen, without the need to navigate to the formula to initiate the process.
• Added an option to navigate to the Formula details from the “Actions” option in the dispense line.
• Added conditional formatting to the “To Dispense on” date field to show on red if is for a previous date.
• Added option to copy the order recipient shipping address, phone, and email.

Formulation Module:

• We created a new option “Quick View” to review the formula information using the same view when editing the formulation but restricting all modifications.

Compounding Module:

• They Quarantine Pre-Check screen now display the initials of the pharmacist and the timestamp of the verification.
• All reports under the “Released” queue in the Compounding Dashboard were moved to the “Reports” option in the top of the screen.
• Change logs in the compounding record are now recording missing information like batch size and extra quantity modifications.
• Fix an issue where a reserve transaction was canceled when cancelling a related compounding order.
• The Compounding List now show the Formula ID and the Date Made.
• When adding tablets or capsules to a formula, the only way to use them during compounding is weighting the unit powder.

Inventory Module:

• Inventory is now reserved for all linked dispensed in a compounding order, instead of only the first dispense in the list.
• Fix an issue where a Zero transaction was created when cancelling a compounding order.

Fill Station:

• When filtering by Drugs, there is no need now to clear the filter to see the list of all drugs again.
• “To be Compounded” queue is now filtering by the selected drug.
  

Verification Station:

• Added “To Dispense on” date column to the Final Check queue.

Reports:

• Added a new report “Daily Dispense Report” with a section to be signed by the pharmacist as a requirement on multiple states.
• The “Controlled Substances” report can be filtered now by Drug Category.
• Update the “Compounding Logs by Date Range” report to include date made, quantity produced, and quantity in stock.
• The “Chemicals Inventory” report now shows the drug manufacturer in a column.
• Fix an issue that was preventing the Compounding Production report to run under certain parameters.

SiCash:

• Fix an issue where the incorrect sales price calculation was applied on “guest” orders.
• Order totals consider other fees like HealNow processing fee when processing the pickup at the POS.

System Settings:

• New Setting to require a note and acknowledge when the order shipping address is different from the recipient primary address on file.

Patient Module:

• For veterinary patients, the Pet name now shows in the Fax Refill Request document instead of just the owner name.
• Added a new link to go the latest order under the Scripts tab in the patient profile.
• Fixed an error adding a new credit card using HealNow when editing a patient profile.

Providers:

• Added the Sales Rep of the Provider as an exportable field in the Provider advanced search.

Prescription Module:

• Added SLA filters to the In Process and To Dispense queues under the Prescriptions Dashboard.
• Added a new option to see the patient Rx History from the Rx Intake screen.
• Added a new option to see the patient Rx History from the Rx Pre-Check Verification screen.
• Added a new option to see the patient Rx History from the Dispense Final Verification screen.
• Added an option to required the provider NPI to be verified after finalizing the Rx Intake.
• Auxiliary labels can be printed now in a vertical orientation.
• Restored a functionality to print prescription labels when multiple picks or lots are selected.
• Formula speed code can be used now to search when selecting a product during the Rx Intake process.
• Added an option to navigate to the provider profile from the Rx Intake screen.
• Added provider first name, last name, address, city, state, and zip code fields to export to CSV.
• Added the Institution Sales Rep field to the Dispenses CSV Export.
• “Paid by” field in the Rx Intake screen is now populated by default using the system payment defaults.
• Fixed an issue where eFax Rx wasn’t going to the New queue after processing the eFax.
• Fixed an issue where patients were notified about a refill and an order was already created.
• Added an option to select a different staff member to notify when a prescription needs a clarification or correction.
• Added support to integrate with IndependentRx. SiCompounding now automatically uploads the required Script File by SFTP.
• Added support for the fields needed to export data for Pro Compliance Pharma Verification System.
• Added the Diagnosis provided at the Rx Intake into a single field to be used as verification step at the Rx Pre-Check screen.

Order Module:

• Added SLA filters to the New, Ready to Pack, and Ready to Ship queues under the Orders Dashboard.
• Added a new option to print the order payment receipt in a receipt printer format in addition to the standard letter size.
• A new automation was added to create the shipping label just after scanning the latest prescription to validate all drugs have been dispensed. To enable this function, activate the setting under the Pharmacy Defaults section.
• In the order details screen, under the payment status, we included who is paying for the order.
• Added option to set a default Delivery Time and Delivery Instructions for Courier orders.
• Fixed an issue that was creating a difference of a penny as amount due when orders are paid using HealNow.
• Patient delivery method is now selected when creating a new order.
• Payment defaults are now loading when creating a new order.
• Added option to automatically split the payment amount.
• Fixed an issue where the institution wasn’t showing in the Sales Report.
• Payor highlight notes are now showing in the Order details screen.
• Added a Saturday Delivery identification in all queues in the Orders Dashboard.

Formulation Module:

• When creating a new compounding log, it is possible now to link to a dispense record just entering the dispense number.

Compounding Module:

• Added the ability to modify the compounding extra amount by quantity or percentage before starting the compounding process.
• A new queue has been added in the Compounding Dashboard for Low Stock formulas. Using the minimum quantity inventory level under the product information, the system will show a list of formulas with low stock, the latest amount made and the date.
• Fixed an issue where in some scenarios, the USP 1163 measures for final units where not visible in the compounding log report.
• Added ability to export the Compounding Production report to Excel.

Inventory Module:

• Added a “Base” option to categorize the chemicals.
• We improved the process when creating a new inventory adjustment to complete faster and don’t create a black screen effect when the process was taking a long time to complete.
• Fixed an issue where inventory was created and marked as inactive.

Fill Station:

• Added a new option to filter records by “Priority”.
• Fixed an issue where the dispenses was showing only under the All To Be Filled queue.
• Fixed an issue where the dispense wasn’t moving to the “Ready to Fill” queue after the compounding order has been released.
  

Verification Station:

• Added a new option to filter records by “Priority”.

Finance Module:

• Added the ability to export the invoices under Finances Dashboard search function.
  

Shipping Station:

• Added the Print option under the Actions section in the order details screen.

Reports:

• New stat has been added to show the number of pickup orders and the percentage in the selected period.
• Added new fields like cost, price, and gross profit to the Therapeutic Class sales report.

PDMP Module:

• Added support for Alaska PMP requirements effective on June 25th to report the first, last name, and state license of the pharmacist dispensing the prescription. In addition for Veterinary Prescriptions, Alaska now requires to report the Species Code and Animal Name.
• Kentucky files are now uploading using the FTPS protocol.

SiCash:

• Hide “Store Card” payment method when a transaction is not related to a patient.
• Orders are now marked as picked up when processing from the POS.

System Settings:

• Updated the shortcut to show the Release Notes to CMD+Alt+V.
• Pharmacy hours of operation are now in a new field to be used as a global variable on multiple documents or patient communications.
• Improved the alerts functionality to show the correct number under each type and filter the alerts when click on the totals section.
• Added new settings to control the navigation after finalizing the Rx Intake and Final Dispense.

Patient Module:

• A fix was added to detect a record was in use by other user when trying to merge patient records.
• A new section was added to show the status of the Patient Portal invitation.

Prescription Module:

• Extended the priority alert to all queues in the prescription dashboard.
• Extended the SiPrescribe alert to all queues in the prescription dashboard to identify when a prescription was submitted from the SiPrescribe.

Order Module:

• When cancelling an order that was paid using a patient insurance, the system will alert to revert the claim before to continue with the cancellation process.
• A fix was added to prevent the Additional Order Items as free text to be edited after the order is “In Pharmacy”.
• A fix was added to show the correct amount to pay when insurance claim require a patient copay.
• A new option has been added to pay the order using a credit card terminal without the need lookup the order in SiCash.

Formulation Module:

• Improved the UI/UX under the Formula Type form to create instruction templates. Users can now delete previous templates, and select the acknowledgment, verification, and photo requirements for each instruction.

Inventory Module:

• Added the inventory location to the stock labels.
• Update the labels at the price section reflect the correct description of the purchase unit, package, and dosage unit.

System Settings:

• Under Pharmacy Information, the user is now able to enter the pharmacy hours of operations to use that information as a variable in SMS templates, Email templates and other documents like faxes.
• Under Pharmacy Information, the user is now able to set a default statement that will be included in the “Refill Request by Fax” document.

Finance Module:

• Invoices can be paid now by Credit Card for all accepted processors in SiCompounding.

Reports:

• New stat has been added to show the number of eRx received using SiPrescribe.
  

Insurance Billing Capabilities:

• SiCompounding is now certified to process insurance for CVS Caremark.

This is a major release; please be aware of significant enhancements and improvements in the system. We guarantee full backward compatibility with SiCompounding's previous version, and most of the new functionalities are driven by settings you can control. Still, we encourage you to schedule a meeting with our team to review all the changes and discuss how they may impact your workflow. We recommend updating to this new version as soon as possible to ensure your pharmacy can benefit from future updates.

Introducing Automations

This is our first approach to give you control of automations in SiCompounding, and for the first time, users can decide when to activate them. 

The first automation to control is the capability of sending SMS to patients, for example:

• Send SMS for New Prescriptions
• Send SMS for Refill Prescriptions
• Send SMS for Order Ready for Pickup
• Send SMS for Orders Shipped

The second automation is to start managing your data, and we named it “Database Maintenance”. Here you will be able to inactivate records based on some logic and keep your data clean for reports, for example:

• Deactivate Patients without prescriptions in the last 365 days.
• Deactivate Providers without prescriptions in the last 365 days.
• Deactivate Formulas without prescriptions in the last 365 days.

Whippy Integration Enhancement

Whippy is an AI SMS powered platform that allows seamless communication with patients in a secure platform. These are some of the features:

• No need to synchronize Contacts.
• Starting a conversation in Whippy is as simple as clicking the SMS icon at the side of each phone number in SiCompounding. The contact will be added or updated to Whippy at that time, and a new conversation will be initiated in Whippy.
• Send automated SMS messages from SiCompounding for New Rx, Refill Notification, Shipping Notifications, and others.

Export Data Enhancements

Exporting data is now easier, faster, and secure in SiCompounding. We reviewed the implications of exporting data that can be HIPAA-related and decided to take a new approach:

1. Exporting data is now controlled by a user access action to limit who can extract data in the pharmacy.
2. Every time a user exports data, SiCompounding creates a log that can be accessed and audited by a system administrator that includes the data file with the exported information.
3. Data is not exported anymore to a computer folder by default; it will be presented to the user to open or download to a secure location of their choice.
4. The user doesn’t need to wait for the export process to complete, and when the task is complete, they will receive an alert with the link to access the data.

DUR Enhancements

We have been working with our partner Elsevier Gold Standard Drug Database in the implementation of Clinical Pharmacology features within SiCompounding. As part of that process, we are releasing a new version of our DUR functionality, powered by GSDD and focused on detecting all possible Drug and Allergy interactions triggered by Compounding formulation ingredients, even for sub-formulas within a formula. GSDD is now the core of Clinical decision-making in SiCompounding, and we will continue to expand this integration to other areas of the system.

HealNow Integration Enhancements:

• Added support for non-present credit card transactions by allowing key-in credit cards in SiCompounding using a secure tokenization process to encrypt credit card information and enforce PCI compliance. This will allow the pharmacy to collect and store credit cards for future use within SiCompounding.
• Added support to define a transaction fee and account for the amount when receiving payment.
• Automation enhancement when receiving payment from HealNow:
  • We now update patients’ allergies and medications in SiCompounding. If the patient replied “N/A” or “None” for allergies, we auto-select “NKDA” in the patient profile.
  • A “HealNow Payment” note is now created under the patient profile with payment details and answers to questions. The same note is added to the order “Billing Notes” section.
  • A “Payment Receipt” document is now attached to the order and payment records as proof of payment, including the patient's signature collected during the HealNow payment collection process.
  • When an order is cancelled in SiCompounding, the Cart is cleared as well in HealNow.

SiPrescribe Enhancements:

• When a Formula in SiCompounding requires “Medical Justification to Compound”, prescribers are required to add a justification in SiPrescribe. In addition, the pharmacy can preset one or multiple justifications under the Formula information to present the provider with a list of valid, acceptable justifications.
• Added new capabilities to include drug information for doctors on how to prescribe some medications.
• The “New Order” process was redesigned to add one or multiple prescriptions to the same order for multiple patients, add supplies, and designate shipping and payment methods.
• Orders can be saved as a draft to complete later.
• Added a new section to keep track of Refill Requests.
• Improve overall performance when loading a large number of patients during the search process.

SiPatient Enhancements:

• Add ID.me support for secure patient identification.
• Patients can ask for a refill request that will go to the Rx Refill Request queue in SiCompounding.

SiCash Enhancements:

• Add Stripe as a new credit card processor. With this addition, SiCash now supports present credit cards with CardConnect, Stripe, and MerchantE Solutions.

Other fixes, new features, and improvements

Patient Module:

• Fixed an issue where accessing the patient profile did not display the patient scripts because the filter by date was empty. Now it shows the “Last Year” of scripts by default.
• Added a new option to delete notes from the patient profile. This action is restricted by access control and needs to be granted under the settings section.

Provider Module:

• Added a new functionality to link the supervising physician from the eRx information or select from an existing provider in the system.
• Added a note field to the contract price.
• Added an option to build the provider’s suggested formulas from the prescription history.
• Added an option to build the provider’s suggested formulas from another provider.
• Veterinary Rx doesn’t require NPI numbers for providers now.

Institution Module:

• Fixed an issue where, under some conditions, the order items didn’t pull the correct special price by institution.

Prescription Module:

• Add Sig Codes' quick entry capabilities. Sig Codes can be defined under Pharmacy Defaults and can be combined to obtain the desired results.
• Auto-populate the institution based on the provider institution when the prescription is paid by practice.
• Add a "Pay By" field in the Rx Document from SiPrescribe.
• Add a “Ship To" field in the Rx Document from SiPrescribe.
• Fixed an issue where a refill text is sent after an order has been placed.
• When reported allergies are added to the patient, the NKDA is now reset.
• The “Verify All” button is now showing the label as expected.
• When printing all the Rx Labels in order is now printing all the labels and not the first one.
• When conforming an eRx Cancel Request, the system now tracks correctly the staff and account name.
• SMS Refills Notification is now sending using the SMS templates.

Order Module:

• Add the ability to create a partial refund for a Credit Card transaction already settled.
• Allow $0 price override.
• Fixed an issue where cancelling an order didn’t cancel the related dispenses.
• Change logs now record when orders are being linked together.
• Fixed an issue where cancelled orders appeared in the fill station.
• Fixed an issue where the order was allowed to be shipped to an unauthorized state if the patient consultation was required by a setting in the system.
• The Courier list now shows only active couriers.

Formulation Module:

• The formula type field is now required before saving a formula.

Compounding Module:

• Solution to the hard 30s Calibration timer
• Dispense notes now show under the dispense list tab in the compounding details screen.
• Added option to disable the capsule quality control process.
• New Action and validation to allow a dispense fulfillment waiting for the final compounding release.
• Remove quarantine requirement when deciding not to perform any tests because the batch size is too small, and decide to perform in-house quality testing after the batch is released.
• Add an option to Zero and Tare after scan or select ingredients to weigh.
• The compounding tech list now excludes inactive profiles.
• Fixed an issue where the priority flag from the order wasn’t passed to the compounding order in the lab queues.
• Fixed an issue where the cost of material was wrong when tablets were used and entered as grams.

Inventory Module:

• Get a list of Patients, Dispenses, Prescriptions, and Providers from the inventory transactions dispense report.

Fax:

• Add option to search by originating and destination fax number.

System Settings:

• New setting to “Skip the Ready To Pack" queue.
• New setting to "Required Payment Information before Submit Rx”.
• New setting to “Require NPI Validation on each Dispense”.
• New setting to “Require DEA Validation on each Dispense”.
• New setting to “Print the order documents after filling a dispense”.
• New setting to “Print the order documents after verifying a dispense”.

System Integrations:

• Add Fax Integration interface to set up the connection data for multiple fax numbers.

Reports:

• Added new Stats to calculate the percentage of controlled substances dispensed in the selected period.
• Added a new report showing Dispenses for Hazardous and Non-Hazardous products.
• Update the Staff Metrics Report to add new columns for those who perform quality control and quality assurance during compounding.

Shipping Module:

• Add Ground Advantage service support to Ship
• Add Stats AmeriShip Support. AmerShip is now at the same level as the standard carriers (USPS, UPS, FedEx), and it follows the same process to create a label.

Insurance Billing Capabilities:

• Updated UCF to support sub-formulas and change the design to match the requirements for compounding drugs.

Fixes and improvements

Compounding Module:

• Added Order Payment Status to the Dispense list in the Compounding's Dispenses tab.
• Added the Cost of Compounding to the Stock Label.
• Two new tabs were added to the Compounding Dashboard to track Failed and Canceled Compounding Orders.
• The Compounding document was updated to align the design, replace abbreviations, and add support for the "Instruction Driven" compounding process.

Formulas Module:

• We added a new option to select "Age Restrictions" and validate a formulation is not dispensed to Patients under that age.
• We added a new option to select a default Compounding Area.
• Bubble Point can be performed now before or after finishing the Sterile Compounding process.
• Add a new Miscellaneous Fee for the Formula to account for other costs like PPE, and other non-inventory items.
• When creating a new Compounding Order, users can select or add new Quality Tests.

Patients:

• We eliminate the requirement to confirm the patient information before saving the profile.
• Improve Patient's Transaction report to show Drug names and price paid.
• Added the ability to set shipping default options in the patient profile.
• Added an option in the Patient Contact information for authorization to receive promotions and marketing information.
• The physician Module was renamed to “Providers” record the ID expiration date.

Physicians:

• The Physician Module was renamed to “Providers”.
• Added an option to select a Provider and trigger bulk actions like assigning a Sales Agent or a Category.

Prescriptions:

• Improved the Transfer Prescription user interface to indicate any missing information during the process.
• Added the ability to send faxes with custom messages from clarification.
• When a prescription expires during the fulfillment process, a pharmacist can override the existing validation in case of an emergency.

Orders:

• Added the option to set a Promised Time to an Order.
• "Bill to" information is required now for all Orders.
• Selecting an Order as "Priority" is controlled by a security action in the Access Control module.
• A new validation was implemented to restrict shipping to a State based on authorized shipping storage conditions.

Inventory:

• Allow to adjust inventory by Package Size when tracking inventory by eaches.

Compliance Module:

• Added "Total Active States" in the Compliance Dashboard.
• Added an option to restrict dispensing when a pharmacy is not authorized to dispense Sterile or Non Sterile prescriptions in the Licensed State.

Access Control:

• Added the option for users to reset their PIN.

OOS:

• Add Department to Root Cause.
• New Report Root Cause Statistics

Reports:

• The "Shipping Report" was improved to run faster.
• Add Cost to "Dispenses by Therapeutic Classes" report.
• Add Cost to "Expired In Stock" report.
• Add Cost to "Expiring Drugs" report.
• Add Cost to the Print/Export Inventory report.
• A new report was added to list all products without a Therapeutic Class selected, "No Therapeutic Class Selected".
• Added new functionality to update the IP Address when the local network refreshes the DHCP IP assignment.

SiHub:

• Added new functionality to update the IP Address when the local network refreshes the DHCP IP assignments.

Settings:

• New setting to require an ICD 10 code for all controlled substance prescriptions.
• New setting to trigger the DUR alert window to open automatically after accessing the Pre-Verification and Final Dispense Verification process screen.
• Added an option to "Verify All" for specific checklists.
• New settings to control what documents to print automatically when the Order is Sent to Pharmacy:
  • Order document
  • Package Slip
  • Worksheet
  • Dispense Records
  • Patient Drug Information

HealNow Integration:

• Added support for HealNow key in credit card transactions.
• Improve the integration to update the order with patient-submitted information during the payment process like: Shipping Address, Shipping Service, Allergies, Medications, and Patient Signature.
• A new setting was added to move the Order for Fulfillment after the payment is received.

Fixes and improvements

Compounding Module:

• New filters have been added to the Compounding Dashboard to show only relevant information: compounding date, sterility, hazardous, and assigned staff.
• Users can now select one or multiple compounding orders and assign a Date to Compound, and the compounding technician.
• When creating a Compounding for Stock from the formula, the user can select the Compounding Date and Priority.
• When submitting the order to the pharmacy and creating a Compounding Order, the Compounding Date is set to the Expected Dispense Date in the order.
• When the compounding is related to a prescription, we now show the Patient Name and Prescription Number in the Compounding Dashboard.
• We reviewed the Quarantine Pre-Check screen to address some reported issues.
• When using multiple Lots of one ingredient, the system now displays the correct amount.

Formulas Module:

• Clear dosage form when changing Formula type.
• We reviewed the logic when updating Capsules, Troches, and suppository pack stats to update the formulas.
• When changing a formula type, the system now selects the default final verification checklist for the formula type.

Patients:

• Patient information now has the option to back out without saving changes.

Physicians:

• Create Actions and Change Logs for Send Invitation Options
• We fixed an issue that was preventing the Physician DEA Verification process from logging the event.
• Add filters to Financial tabs for Orders, Invoices, Payments, and Credits.
• Add the option to select multiple Formulas when adding Suggested Formulas to show in SiPrescribe.
• Add the option to copy Suggested Formulas from other Physicians.

Prescriptions:

• We added a new option to release an RX from "On Hold" under the Actions dropdown menu.
• Hide Button Edit Rx when Rx was Canceled.
• Prevent a prescription Cancellation if there is an open order. Because the order can contain multiple prescriptions, the user needs to remove the prescription from the order before proceeding to cancel the prescription.
• Add a new option to search a Clinical Trial when selecting during the Rx Intake and show only active Studies.

Dispense Module:

• Add a "Paid" Label to the dispensing record when the order has been paid
• Add the option to scan the product barcode for fulfillment and final verification
• We expanded Central Fill support, and now a product can be selected as a Central Fill product and indicate the Central Fill Pharmacy that will fulfill the prescription. When receiving the prescription in the pharmacy, the system will allow tracking of the Lot number and BUD and printing a new Rx Label.

Orders:

• "Ready for Final Check" orders are now under the "In Pharmacy" queue.
• Hide replacement option when the order is not shipped.
• Add an option to reverse the order to "Ready to Pickup" when moved to "Picked up" status by error.
• We included the time when the order was created in all queues under the Order's Dashboard.
• The Picksheet document is now saved and attached to the order record as a PDF after the order is "Shipped" or "Picked up".
• We added a new functionality to print all Picksheets documents from the "Shipped" queue under the Order's Dashboard.
• When the order is canceled and is linked to other orders, we now unlink the canceled order.
• When an invoice is canceled, we now mark all related orders as pending to invoice.
• Under the Will Call queue in the Order's Dashboard, we now show when a patient has been contacted or not to pick up the prescription, and a new filter was added to show only pending contact orders.

Inventory:

• We updated the inventory transaction report to show the adjustment reason, Total Picked, and Total Adjustments.
• Controlled substances can be entered into the system now as individual Items and document the weight of each item at receiving time.
• The Control Substance Report has been modified to include the initial and final weight of the bottle to calculate the theoretical weight of powder in the bottle and compare with the transactions.
• Convert the Sterilization tab under Inventory Details to a separate screen.
• Compounded Inventory products can't be duplicated now from the Product details screen.

Fill Station:

• All queues can be sorted by all columns on the screen.

Verification Station:

• Add search functionality to the "Final Verification" queue.

Shipping Station:

• All queues can be sorted by all columns on the screen.
• Added button to "Start Packaging" under the "Ready to Pack" queue and assigned to staff.

Access Control:

• New Access Control Actions
  • "Inv.Item.weight": Add Weight to bottles for Products with Inventory by items.
  • "phys.invite": Send SiPrescribe invitation to Physician.
  • “inv.price“: Manage Inventory Price.

OOS:

• Create a setting to control when to link the OOS Note.
• When creating an OOS, there is a new option for "Submit and Start Investigation”.
• Added the ability to assign an investigator and notify by email.

Positive Identification Support:

• Add Positive Identification when signing a telephone prescription.

Pharmacy Settings:

• Created a setting to select the default Auxiliary Label and Insurance Label formats.
• Created a setting to stop an order when the prescription is on hold.
• Created a setting to show an alert when the prescription is on hold.
• Created a setting to move the order to Will Call or Ready to Shipped after is verified without passing for Ready To Pack.

Insurance Billing:

• Added a new Insurance Billing Report to show a history of all dispenses and proof of delivery.
• Adjust the Patient Insurance report to avoid errors when users don't select "Record being browsed" during printing.

Documents Module:

• Navigation to Documents from the Help option in SiKore is going inside the Facility Setup avoiding all security restrictions.
• The documents master list now shows only active documents.
• Document versions are automatically assigned with the application format.
• Totals by category in the dashboard are now accurate.
• Print Logs and Print Revisions now show the correct filters.
• We added validation of identifiers to avoid duplication.
• We now document the reviewer of the document and the effective date.
• Added an option to prevent users from making unauthorized copies of a document.

Reports:

• We added new Stats to display the number of Controlled Substances Prescriptions dispensed and the percentage of total dispenses.
• Added a new option to export reports as CSV with headers.

Others:

• The equipment module navigation back to the System screen has been fixed.
• New prescription label sizes have been added to support clients migrating to SiCompounding from Rx30, RxDispense, Liberty, and PK Software.

Fixes and improvements

Compounding Module:

• We adjusted the design of the measures report to display the information without cutting off any data.

Formulas Module:

• We fixed an issue that prevented recalculating the ingredient's quantity when deleting one of the ingredients in the formula.
• When defining the quality controls on final units in the formula, the users have the option to require the quality controls for each batch or every n days. If the option "Allow to override" is selected, the technician can request pharmacist authorization to skip the quality controls on final units.
• We added more context information to the options in the formula to help understand the functionality and the implications.

Inventory Module:

• We added a new stock label size of 0.75 x 0.75 inches.
• We added a new option to calculate the product's default weight by unit or package.
• The stock calculation is now defaulted by the dosage unit.

Prescriptions Module:

• In the prescriptions dashboard, under the Cancel Requests, we added an option to select one or multiple prescriptions and cancel them all at once.
• In the prescriptions dashboard, under the Renewal Requested, we added an option to select one or multiple prescriptions and resend the requests again.

Orders Module:

• In the orders dashboard, under the In Progress queue, we added an option to select multiple orders and link them for shipping together.
• The order weight estimate now considers the product default weight by unit or by package.
• We added an option to override the total price of the prescription in addition to the existing option to override the price by unit and included another option to clear the override value.
• We created a new order status for "Pending Final Verification" to show all orders waiting for a pharmacist's final verification.
• We detect now when an order was marked as shipped as an "exception" and allow to revert the status to Ready to Pack or Will Call when shipped by error.
• When checking for stock availability in the order, it now displays the reserved quantities.

Reports Module:

• We added a new report to display total sales by therapeutic classes.

eFax Module:

• Added support to send communication notes by fax.

Other fixes:

• The communication history in each module was adjusted to now show a list of actions that include: Print Note, Fax Note, Open as PDF, and Discard Note.
• Adding documents to the Central Fill Pharmacy profile now works as expected.

Introducing SiHub

SiHub is a device designed by the Isak Computing team to connect any equipment in the pharmacy with a Serial RS232 or USB connection. This first version will drive a wireless connection with the scales supporting all existing functionality when wired. SiHub includes a battery to guarantee data transmission integrity in case of power disconnection, over-the-air updates, and expansion capabilities for future applications. SiHub is available for all our customers at a competitive price of $150 per device.

Positive Identification Support

The Ohio Board of Pharmacy defines "Positive identification" as a method of identifying a person that does not rely on the use of a private personal identifier such as a password but must use a secure means of identification that includes any of the following:

1. A manual signature on a hard copy record;
2. A magnetic card reader;
3. A bar code reader;
4. A biometric method;
5. A proximity badge reader;
6. A board-approved system of randomly generated personal questions;
7. A printout of every transaction that is verified and manually signed within a reasonable period of time by the individual who performed the action requiring positive identification. The printout must be maintained for three years and made readily retrievable; or
8. Other effective methods for identifying individuals that have been approved by the board.

To comply with this requirement, SiCompounding provides a unique PIN identification that can be set up to generate a random four-digit number daily. This PIN can be printed in the form of a QR Code and scanned every time it is required by the system. This method has been approved by the Ohio Board of Pharmacy.
To control the multiple steps in the workflow a Positive Identification is required, we added a new setting under the Pharmacy Settings.

Fixes and improvements

Compounding Module:

• Performing quality checks on final units is available now for troches, suppositories, tablets, creams, gels, and ointments.
• We have added a new compounding workflow step to Pre-Check the compounding product before sending it to Quarantine.
• We have added a new action to allow the modification of the batch size produced to correct the inventory quantity after the compounding has been released. The user will be asked to enter a note that will be attached to the compounding documentation.
• The compounding document now displays the name of the user who weighted each ingredient, and the pharmacist who verified this process.
• Update the Auxiliary label to display the correct compounding date.
• SiCompounding Intelligence verification process was modified to enforce a pharmacy verification when a photo or pick process is required.
• A new validation was added to check if the prescription is not expired before starting the compounding process.
• The Scale Internal Calibration and Accuracy Check integration process was adjusted to improve the documented information in SiEquipment.
• Improve the scale integration speed when combining multiple commands back to back using SiHub.
• Fixed an issue that was preventing setting the Target Weight on the scale when performing the quality checks on final units.
• Fixed an issue that was preventing displaying the scale settings and connection status when performing the quality checks on final units.
• Fixed an issue that was preventing the use of the "Start Over" function when performing the quality check on final units.

Formulas Module:

• Added support for CSP3 referencing by default USP<797> requirements to set the maximum BUD allowed to 180 days when the product is frozen and terminally sterilized.
• Added support to select USP<51> Antimicrobial Effectiveness test as a formulation quality control option.
• When copying a formula, the “Medical Justification Required to Prescribe” field now transfers the same value from the original formulation.
• We added a new option to print the formulation record without including any cost or price reference.

Inventory Module: 

• We added a new option to duplicate an existing product.
• Products under the "Same RxNormID" tab are filtered now to only show APIs, Diluents, Excipients, and Bases.
• Inventory Balance alerts were adjusted to create a purchase request and not trigger the alert if a purchase request was previously created or a purchase order is in progress or pending receiving.
• Added Flakes as a Dosage Form.
• Update the Pick Inventory form design to display the stock quantities in the same unit of measure.
• Update the filter list under the Products Search list to include all product categories instead of only the drug categories.

Purchase Order Module:

• We added a new option to duplicate an existing purchase order.

Orders Module:

• We added support to create a customs declaration for international shipping.
• The discount documentation form was modified to not require a note if the discount reason is selected.
• We added a new validation to alert that the list price of a drug or ingredient is empty when printing the insurance form.
• Auto-populate the "To Dispense on" field with the order creation date.
• Auto-populate Special Shipping instructions from the Patient and Physician profile in the Prick Sheet notes field.
• We added a new option to revert the dispensing record to "Submit for Verification" status after it has been Filled.
• Fixed an issue preventing the system shipping defaults from populating on new orders.
• Fixed an issue preventing the product parcel and shipping service defaults from populating on new orders.
• Fixed the order status label from "Shipped" to "Picked up" for pickup orders.

Fill Station:

• When triggering the fulfillment automation there is a new option to select one or multiple records to reprint the prescription labels.

Patients Module:

• We added a new field under the Patient profile to enter Special Shipping Instructions.

Prescribers Module: 

• We added a new field under the Patient profile to enter Special Shipping Instructions.
• When selecting formulas to display in the Prescriber Portal, the list will only show products available for the Prescriber Portal. If the product is not on the list, it needs to be selected to show in the Prescriber Portal under the product profile.

Prescriptions Module:

• We added the option to enter patient medications when adding or editing the patient information during the prescription intake process.
• We added the option to navigate to the patient and physician profile from the pre-verification screen.
• When trying to process an On Hold prescription, the system will display a notification to alert the user about this status.
• We added the patient notification settings to the Refills Due queue in the prescription dashboard to show if the patient can be contacted by phone and/or SMS.
• When clicking on the "+ Dispense" button under the prescription details screen, the system will flag any pending IVR refill request as processed.

Reports Module:

• Adjusted the statistics to reflect the State Surcharge totals.
• New Reports:
  • Inventory transactions by product filtered by date range.
  • Inventory usage by product filtered by prescription type and date range.
  • Shipping cost and price average by State, Carrier, and Service.
  • Shipping cost and price average by State, and Courier.

Shipping Station:

• We added a new filter in the "To Pick Supplies" queue to filter orders with only supplies

Pharmacy Settings:

• New Settings:
  • Option to enable/disable the Positive Identification functionality and control the different workflows it is required.
  • Option to require the offering of patient consultation on each order or only in new orders.
  • Option to alert about ingredient low inventory during the selection of a formulation during the prescription intake process.
  • Option to trigger the "Scan Anything" functionality after an order has been shipped to scan the next order.
  • Option to trigger the "Scan Anything" functionality after all dispenses and supplies have been fulfilled to scan the next order.
• We added the option to disable unused verification lists.
• We added the option to inactivate flavors.
• We added a new setting to manage Veterinary Species.
• We added the option to add/edit the suppository mold information and enter the mold weight.

Quality Module:

• The OOS record can be reverted to the previous step when is in the pending approval status.
• We added a new filter in the OSS list view to filter by progress status.

Other fixes:

• When entering a communication note, the support document is now linked to the correct environment.

SiEquipment Module:

• We added support for SiHub settings under each piece of equipment.
• Scales are showing now the correct location after changing the area in SiEquipment.

Fixes and improvements

Compounding Module:

• Fix an issue when adding equipment to the compounding record it was asking the user to calibrate an already calibrated scale.
• Improve interface efficiency and speed during the weighting process.
• Add a new validation to alert the compounding technician when the related prescription has expired.

Formulas Module:

• Add the ability to add or edit preparation supplies without changing the formula version.

Inventory Module: 

• The "Cost Changed" queue only displays active products now.
• Added support for ScriptPro Integration:
  • Inventory items can be selected to be dispensed in ScriptPro.

Orders Module:

• Added a new setting when active, it allows users to bypass the Patient ID requirements on controlled substance orders when sending to Pharmacy.
• Added a new setting when active, it will use the secondary email under the physician profile to send billing information.
• Added a new setting when active, it will include the order Package Slip in the Shipping Notification email.
• Added a new setting when active, it will trigger the "Scan Anything" function after the dispenses record is verified.
• Add a new validation to prevent sending the order to the pharmacy if the Patient or Physician account is on hold.
• Add a new validation to prevent filling a dispensing record when the prescription has expired.
• Add a new validation to prevent verifying a dispensing record when the prescription has expired.
• Fix an issue that under certain conditions was causing the user to close the system after picking a lot number during supplies dispensing.
• Add action to print the order Package Slip.

Patients Module:

• Improve the Merge Patients functionality:
  • The matching score was modified to reflect a more accurate percentage of information between records.
  • Users can now exclude records that don't match to avoid false duplicate alerts.
  • Users can now show possible inactive duplicate records to include in the merge process.
• Added a new setting to set the default "Contact Authorization" value.
• Added a new setting to set the default "Contact Authorization" to use the patient's Institution setting value.

Prescriptions Module:

• Directions for use in the prescription label auto-adjust now based on the number of characters.

Reports Module:

• Update the Staff Metrics report to display metrics per hour when filtering only one day.

Other fixes:

• Fix an issue when using a template to send an SMS was selecting the wrong template

Fixes and improvements

Compounding Module:

• Introduce a new step "Pre-Quarantine Check" to be performed by an authorized pharmacist or technician before sending the final units to Quarantine, and verify on the same screen the following steps:
  • Ingredients
  • Preparatory devices
  • Packaging devices
  • Product physical characteristics
  • Assigned BUD
  • Volume and units produced.
  • Bubble point test
• Add the ability to assign compounding orders to technicians.
• Add the ability to filter the compounding dashboard by assigned staff.
• Prevent linking two compounding orders of the same formula but different flavors.
• For time-sensitive BUD formulations, it shows now "BUD Pending" until the workflow step that triggers the BUD start time is initiated.
• Improve SureInteligence process and efficiency.
• Fix an issue that was preventing taking photos under certain conditions.
• Fix an issue where after scanning an ingredient and navigating to a different ingredient it was displaying the incorrect screen.
• When using an iPad it will not check for a USB-connected scale.
• Modify ‘Success Sequence’ logic to not show animation when ‘CountdownDuration’ in the wizard options is set to 0 (zero)
• Improve the MixPrep process for Capsules to automatically navigate to the next steps during sub-batched creation and quality controls on final units. A new setting is available to enable this automation.
• A new custom menu is installed during compounding to allow quick actions using the keyboard.
• Fix an issue that was preventing printing the header of the Compounding log document and not displaying the pharmacy information.
• When finished verifying all compounding photos and documents the system returns to the release screen.

Inventory Module: 

• Added the option to select the default storage area when adding or editing a pharmacy supply.
• Added a new setting to limit the expiration date of a prescription drug to the manufacturer's expiration date or one year, whatever is less.
• Default inventory count to dosage units instead of package units.
• Improve the Safety Information module to use default Risk Assessments based on the Hazardous Type, Dosage Form, Product Type, and Manipulation to determine the Risk of Exposure and Risk Mitigation Practices.

Purchase Orders Module:

• Fix an issue that was displaying the wrong quantity received.

Orders Module:

• Add an option to set Order as Priority to show always at the top of the queues. A "Priority" tag will display now in the Dispense Record and Order Worksheet print-out.
• Add the ability to assign selected orders to a staff member allowing the distribution of the workload in the pharmacy.
• Add the ability to change the expected dispense date of selected orders.
• When replacing an Order, the process preserves the selected payor in the original order.
• Added a new setting to allow processing of a controlled substance order and does not require a patient ID until pick-up.
• When clicking the email icon to create a new email, the user can select from multiple available templates or create a blank email.

OOS Module:

• Linking-related data is now filtering prescriptions and orders based on the Patient and Physician selected.

Patients Module:

• When clicking the email icon to create a new email, the user can select from multiple available templates or create a blank email.

Prescriptions Module:

• Add the ability to assign prescriptions to a staff member to complete the intake process.
• When canceling a Telephone Rx during intake it will not create a prescription number.
• Improve the Date validation during prescription intake to display the error message and allow to edit the information after exiting the date field.
• Add the ability to create a prescription for a Pharmacy Supply.
• Fix an issue where the drug ordered wasn't displayed during the prescription pre-verification process.
• Fix an issue that was creating multiple prescriptions when selecting all fax pages as a Cover.

Shipping Station:

• Add an option to visualize the Print Logs of each order.

Other fixes:

• Improve the search functionality when linking products to a selected patient's drug information to search by Formula ID / Product NDC.
• A new custom menu SiC Help was added to access the Keyboard Shortcuts and the Release Notes.
• Fix an issue that was preventing the export of records to Excel.
• Added the option to link phone extensions to a terminal computer. When this link is created, the "Who is Calling" and the "Call" functions will default to the terminal attached phone instead of the user's phone extension.

ASAP 5.0 Support

Starting July 1st, 2024, Nebraska will use version 5.0 of the American Society for Automation in Pharmacy (ASAP) standard for Prescription Drugs Monitoring Programs (PDMP). SiCompounding now supports versions 4.1, 4.2, 4.2A, 4.2B, and 5.0 to cover all the State's requirements to report automatically the dispense of controlled substances. In this version, users can easily update the PDMP version for each State to meet the announced deadlines.

SMS Communication 2.0

SiCompounding build-in to way SMS communication allows the pharmacy to establish a fast, secure, and efficient channel with Patients and Prescribers, sending alerts and notifications related to prescriptions and orders. You can bring your Twilio number or link your Whippy account to get text messaging to a new level. In this version, users can now create new SMS templates and use them during a conversation. In addition, we updated the user interface of the Chat tool adding productivity improvements.

User's PIN Support

In addition to the user name and password required to sign in, users can now set a PIN that can be used to verify records, unlock the Point of Sale screen, or override the process by a supervisor. PINs can be manually created by a user or dynamically assigned by the system after the first login daily. Users can print the PIN in the form of a QR code to scan when needed.

Introducing Print Logs

SiCompounding now tracks every time a user prints documents and labels. This new functionality allows the user to access the print logs under Orders, Dispenses, and Prescription records, and alerts when a prescription label has been printed more than once.

Fixes and improvements

Compounding Module:

• After replacing an ingredient and weighing a partial amount, the technician can now select a different lot from the same product.
• Fix an issue that prevented scanning an ingredient because the product not being linked to a substance.
• Fix an issue that prevented Cancel a compounding in certain conditions.
• Fix an issue that shows a Failed compounding under the "In Progress" queue in the dashboard.
• Fix an issue that prevented resetting a filter in the "In Progress" queue in the dashboard.
• Addressed a problem where activating the custom lot function resulted in duplicate compounding lot numbers.
• When using the Pick process, a new validation prevents entering an amount that exceeds the maximum tolerance for the ingredient.
• Non-used supplies need to be marked as "Non-used" or "Reusable".

Fax Module:

• Fax numbers are validated now to meet the requirements for a US phone number.
• A new option was added to discard a failed Fax and stop retrying sending.
• A new option was added to Resend an existing Fax that failed.

Formulas Module:

• Update the Formation document to include the cost of ingredients and associated fees.
• Fix an issue where in certain conditions the complexity and compounding time values were reset to default values when verifying a formula.
• When submitting a formula for verification, a new validation is checking the bubble point limit is empty if not required.
• A new functionality was added to enforce a photo of all staged ingredients before requiring the Ingredients Verification. This option can be used with SiCompounding Intelligence to guarantee all ingredients have been weighed using the correct chemical containers.

Inventory Module:

• When adjusting the inventory, a new validation prevents removing an amount exceeding the selected area's stock.
• Prevent inventory package from being updated when a product has inventory transaction associated.

Orders Module:

• A new verification was added to ensure the order can't be moved to "In Pharmacy" if the compounded formula is inactive.
• Editing a dispensing record already filled or verified is now reverting the status to "In Progress" and the order status to "In Pharmacy".
• A new setting is available now to prevent an automatic credit card charge when an amount is due after creating the shipping label and shipping the order.
• A new Dispense label has been designed to allow pharmacies to identify a basket to drive the dispensing process.
• Fix an issue where in certain conditions linked orders were marked as shipped before dispensing all drugs and supplies.

Patients Module:

• When processing a Fax as a medical record it will now be attached to the Patient's profile and displayed under the Documents section.

Prescriptions Module:

• SiCompounding now detects when the Prescriber sends multiple prescriptions for the same drug for the same patient and alerts the technician about this scenario to avoid duplicate dispenses.

Purchase Order Module:

• The quantity in the Package is now showing in the PO details.

Reports Module:

• Added Order Number and Patient Name to Transaction Report by Physician.

Shipping Station:

• A new queue has been added to track orders pending to print.

Other fixes:

• All data in the system, displayed as a list, can now be sorted by any column.
• Adjust the Diagnosis search functionality to improve the speed of results.

New Features

Version Notes:

Keeping up to date with all the updates and being aware of all features and improvements introduced in every version is fundamental to getting the best of SiCompounding. Now, under the Help menu, there is a new option named "Version Notes" where you can find the list of recent versions and a log with all the changes.
In addition, when you log in the first time, it will show a window with the version information.

Fixes and improvements

Drugs Information Module:

• A new section "PDMP Notice" was added to comply with the Oregon Board of Pharmacy requirements to inform patients about reporting controlled substance dispense to the State's PDMP.

Compounding Module:

• Added option to identify when a Compounding is related to a New or Refill prescription in the Compounding Dashboard.
• Added option to identify when a Compounding is related to a New or Refill prescription in the Compounding details screen.
• Improve the Quarantine Test Failure Process when a performed test fails, and properly discard the batch.
• Notes that exceed a specific length, are now available to view in full.
• Adjust the Address size Stock label to prevent printing an extra blank label.
• We added full support for Oahu's Adventurer scales to use SiCompounding's Weight Mode.
• Add labels to measured pH as "Initial pH" and "Final pH".

Fax Module:

• A new column has been added to display the Fax ID from the service provider.

Formulas Module:

• A new option is available to duplicate a Verification List and speed up the verification list creation.
• When making a Formula inactive, the resulting product becomes inactive. In the case where there is available inventory, it will ask the user if they desire to inactivate the inventory.

Inventory Module:

• The option to Link a product to a substance has been added to the New/Edit formulary.

Orders Module:

• Quotes can now be linked to Patients, Physicians, and Institutions.
• Fix the issue when adding a Credit Card as a "One-time use" from the Order and not displaying as an available card.

Patients Module:

• Added Somali, Farsi, Romanian, Swahili, Burmese, Nepali, Amharic, and Pashto as language options, to comply with the Oregon Board of Pharmacy requirements.

Prescriptions Module:

• Adjust the Renew Rx by Phone formulary to prevent Pharmacy Technicians from changing the prescribed drug and directions. In addition, "quantity", "fill days" and "refills" are now fields that will apply to the renewed prescription.
• Drug strength will now be displayed in the eRx PDF document when available in the Electronica Prescription message.
• The prescription label has been adjusted to comply with the California Board of Pharmacy to include "The condition or purpose for which the drug was prescribed if the condition or purpose is indicated in the prescription". If multiple conditions are provided the label will display the first one available.

Fill Station:

• "Courier" or "Pickup" now shows under the Ship column in the Fill Station.

Other fixes:

• When sending emails with SiCompounding, a new setting was added to include an "Email Confidentiality and Privacy Statement" in each message.

New Features

Merge Records:

Managing duplicate records is a persistent issue in all database systems. No matter how hard we try to avoid this situation, there is always a possibility that we finish with a new version of an existing record. Having a comprehensive process to identify possible duplicate records and the related information in other sections of the system provides a deep insight into the existing data and how to proceed. 

In this version, we are introducing the  "Merge Patients" functionality. We build checks and balances to ensure only possible duplicate records can be selected for this process and created a scoring system to identify the "Main" profile vs. "Duplicate" profiles. 

The process has four simple steps:

1. Select the "Main" Patient profile
2. Identify and select the "Duplicate" profiles
3. Identify and select all related records associated you want to move to the "Main" profile
4. Run the "Merge Patient" action.

Fax Integration Enhancement:

In this version, we are expanding the capabilities of SiCompounding to cover all options a Pharmacy could use a Fax as a communication option.

Create a Fax:

Creating a fax is now easier than ever, you can start a Fax from a Physician's record or the eFax Dashboard, add as many documents as you need, and we will combine them into a single file.

Request Rx Change by Fax:

Requesting a prescription change to the prescriber and then managing all the requests, has never been easier. A new queue in the Prescription Dashboard is now tracking all the requests with options to resend as a reminder, dismiss the request, and auto-complete when a new prescription is received.

During the prescription data entry, a new option allows to send a fax to the prescriber requesting a "Change" to the original prescription. In addition, you can add other support documents to the request that will be combined into a single fax.

Resend Renewal Request by Fax:

We added an easy option to resend a Renewal Request by Fax. Using the three dots at the right end of the record, use "Resend Fax".

Compounding Production Management (Beta):

If you are part of our Beta Program you will have access to the future of Compounding Production Management. With a simple drag-and-drop interface and  the ability to create custom "queues" for Technicians or Hoods that can be filtered by Sterile, Non-Sterile, Hazardous, and Compounding Status, you can manage the Lab from anywhere.

Fixes and improvements

Compounding Module:

• The Compounding Dashboard has been redesigned to match other dashboard designs in the system.
• Compounding Dashboard can now be filtered by Sterile or Non Sterile formulas.
• Improve the efficiency when calculating the expected release date of compounding under quarantine and as a result, the Quarantine queue on the Compounding Dashboard is loading faster.
• Add a validation when creating a compounding order and Pack Stat or Blank Base Weight needs to be available for all ingredients.
• A new validation is now preventing the selection of an ingredient missing the Pack Stats or Blank Base Weight information, to be selected for replacing an ingredient during the compounding of a Capsule, Troches, and Suppositories.
• The correct units are displayed now when using the picking process instead of the weighting process.
• We fixed an issue when a number had large decimal points and displayed a "?" instead.
• Improve error capturing when the scale is not able to stabilize the weight.
• BUD (required by order) now displays in the top banner of the compounding screen and on the release tab, but it will not be a hard stop. The warnings when selecting a short-dated ingredient will remain.
• The previous scanned information is now cleared if an error is detected during the scanning process.
• pH value is now showing on the Compounding final verification checklist.
• A new label size has been added to print the stock label in the Address 30252 format. 
• Compounding supplies can picked at any stage of the compounding now.
• A new setting for SiCompounding Intelligence will allow  to replace ingredients without calling for a pharmacist verification.

Formulas Module:

• Medical Justification flag can be set at the Formula level now.
• Remove invalid BubblePoint test requirement if the product is not Sterile.

Inventory Module:

• A new label size has been added to print the stock label in the Address 30252 format. 
• Fix an issue where in certain conditions the inventory auto-pick process was selecting an inactive batch and activating it for further use.

Orders Module:

• Update the order view to display the dispense number and the patient name under the drugs section for physician's and institution's orders.
• The order billing address can be updated now after the order is shipped.
• Add the option to copy a shipping tracking number.

PDMP Reporting:

• We added support for Gabapentin reporting on States where it became a drug of interest as Schedule 5.

Prescriptions Module:

• Under the New Prescriptions queue, users can now select multiple prescriptions and assign them to a staff member for further processing.
• A new validation is now preventing a Prescription that needs clarification and is associated with an order already, from being sent to fulfillment.

Shipping Station:

• Fix an issue when scanning a prescription to verify all drugs are part of the selected order, that was sending the order back to Ready to Ship after Shipped

Terminals Module:

A new section has been added to track all login sessions from the selected computer terminal.

Other fixes:

• The team member list is now showing active staff members only.

Fixes and improvements

Compounding Module:

• When the ingredients BUD are shorting the BUD required by the Order, technicians will see a notification alerting for this event.
• When a pharmacist is verifying the ingredients, there is an option now to not consider the BUD by Order as a restriction to move forward.
• Adjust the Pick inventory form to select the quantity field after scanning the product.

Formulas Module:

• When editing a Formula, the user will receive a notification alerting if there is a Compounding in progress.

Inventory Module:

• Fix a navigation issue when scanning an inventory item and the lot number is not in the system.
• When a Formula has a flavor option, users can determine if is a water or oil-based soluble flavor.
• Under Pharmacy Settings -> Codes and Classifications -> SPL Flavors, users can now determine if a flavor is water or oil-based.

Orders Module:

• Added action to move order from "Read to Pack" to "Ready to Ship" under the Order details at the Pharmacy Station.
• The "To Call" queue in the Order's Dashboard is now filtered by Staff.
• Sales Prices are now matching across the Order details screen for the Order Item and the Dispense Record.
• Shipping a restricted drug to a State will be overridden now when the Patient is picking up the order at the store.

Patients Module:

• Prescriptions under clarification will show a message under the Patient profile stating the prescription is pending clarification.
• Prevent Credit Cards from being updated when the last 4 of the CC don't match with the original card.
• A new action is available now to copy the email from the patient's profile.

Prescriptions Module:

• Fix an issue when processing an Electronic Prescription, it wasn't capturing the Prescriber License Number.
• Fax notes are now showing under the Fax history queue.
• Fix an issue when processing a fax for multiple patients it wasn't creating the prescriptions.
• Fix an issue when dispensing multiple lots for the same prescription was displaying the wrong quantity on the prescription label.
• Fix an issue when processing a payment and there a no response from the processor gateway.

Reports Module:

• Adjust the Return Time calculation for Prescriptions and Orders to exclude weekends and holidays.

Shipping Station:

• New functionality will required to scan every prescription in the order before shipping. After scanning all prescriptions, the order will be moved from "Ready to Pack" to "Ready to Ship" automatically. This feature can be turned ON under the System Settings -> Pharmacy Defaults -> Orders -> Require scanning all RXs before shipping
• The patient name for each dispense is now showing under the drug list for doctor's and institution's orders.
• Under the Supplies tab in the Shipping Station, the Areas filter is showing now only active Storage Areas.

Other Fixes:

• Fix an issue when using the SiCompounding Web version that wasn't showing the list of non-assigned actions to a profile.
• Fix an issue, when using the SiCompounding Web version, that wasn't allowed to select the documents category.
• Fix an issue, when using the SiCompounding Web version, that wasn't showing the date fields in the correct format.
• Fix an issue, when using the SiCompounding Web version, that was refreshing the entire screen every time a category was selected under the OSS Categories and CAPA Categories on Settings.
• The documents management section user interface was updated to highlight the selected category and the selected document.

Hubspot Integration

HubSpot is a comprehensive inbound marketing, sales, and customer relationship management (CRM) platform designed to help businesses attract visitors, convert leads, and close customers. It offers a range of tools for marketing automation, content management, email marketing, social media management, analytics, and more. HubSpot is known for its user-friendly interface and its ability to integrate various aspects of marketing and sales activities into one centralized platform.

When a patient or prescriber is created in SiCompounding, the contact information is synced to Hubspot, and a person's Hubspot ID is linked back to the patient or prescriber record for future use. SiCompounding synchronizes the existing "segments/groups" in Hubspot and can apply that segmentation based on multiple rules like Therapeutical Class, State, or Zip Code.

With this integration, pharmacies can efficiently manage customer relationships, track prescription refills, send targeted promotional offers or reminders, and provide personalized service based on customer preferences and behavior. Overall, the integration of HubSpot with SiCompounding empowers pharmacies to streamline their marketing efforts and deliver better experiences for their customers while driving business growth.

SendGrid Integration

SendGrid is a cloud-based email delivery platform that provides businesses with a reliable and scalable solution for sending transactional and marketing emails. It offers features such as email templates, email scheduling, delivery optimization, and detailed analytics to help businesses effectively engage with their audience and drive better email performance.

By leveraging SendGrid's capabilities, pharmacies can automate and personalize their patient communication workflows, including appointment reminders, lab result notifications, prescription refill reminders, and general health education emails.

Through this integration, SiCompounding can send automated emails triggered by specific events or patient actions recorded within the system, ensuring timely and relevant communication. SendGrid's analytics also enable practices to track email delivery rates, open rates, click-through rates, and other metrics to evaluate the effectiveness of their communication strategies and optimize engagement with patients.

OutcomeMD Integration

We partnered with OutcomeMD and Alliance for Pharmacy Compounding (APC) to create an integration that will accelerate the adoption of this service for APC Facility Members.

When dispensing a prescription, SiCompounding will send the dispense information to OutcomeMD to match the medication and medical conditions with an existing survey and send it to the patient for completion by SMS or email.

OutcomeMD is a patient engagement and outcomes tracking platform designed to streamline the collection and analysis of patient-reported outcomes (PROs) in healthcare practices. It enables healthcare providers to gather valuable data directly from patients regarding their symptoms, treatment experiences, and overall well-being, thereby facilitating evidence-based decision-making and improving patient care.

Through OutcomeMD, healthcare providers and pharmacies can customize surveys and questionnaires to gather specific information relevant to their practice areas. Patients can conveniently complete these surveys via a mobile app or web portal, making it easier to collect real-time data on treatment effectiveness, patient satisfaction, and quality of life.

The platform also offers features such as automated reminders, secure messaging, and data analytics tools, allowing healthcare providers to track patient progress over time, identify trends, and adjust treatment plans accordingly. By incorporating patient-reported outcomes into clinical workflows, OutcomeMD helps practices deliver more personalized care, improve patient outcomes, and optimize practice efficiency.

Fixes and improvements

Access Control Module:

• Access Actions can be added now to the Staff Profile in addition to the ones associated with the Staff Privilege Set Group. This new option allows pharmacy managers to assign special access to a staff member when performing temporary functions, or when the staff is crossing over multiple roles, without the need to create a custom Privilege Set Group.

Compounding Module:

• The compounding process can be resumed now if the formulation was updated to a new version after the compounding was initiated. A message will alert the user and a pharmacist override will be required to continue.

Formulas Module:

• Submitting a formula for verification doesn't require now the capsules pack stacks or suppositories and troches blank base weight values if the formulation is "Quantity Driven".
• We moved the ingredient "Weight Tolerance" field to the information section and added a validation to detect when the tolerance is bigger than the pharmacy default.

Inventory Module:

• We fixed an issue that was preventing the user from receiving a vial-specific drug for a clinical trial when the barcode included special characters like "-/@".

Invoices Module:

• Payments can be applied now to the orders associated with the Invoice, marking the order as Paid and linking sub-payments to the main payment transaction.
• We fixed an issue that wasn't calculating properly the total amount of remitted payments when the invoice had multiple orders associated.
• When remitting a payment the system will display a window with the progress status. This will prevent the user from thinking the system is unresponsive when processing a payment in an invoice with a large number of orders associated.

Orders Module:

• Improve error handling to display more accurate messages when trying to create a shipping label and parcel information is incorrect, the shipping address is missing the country value, and the client's email or phone number is not available.

Patients Module:

• Patients can be selected as OutcomeMD's patients to trigger the integration automation.
• Inactive Credit Cards won't show in the patient general information screen.

Prescriptions Module:

• When processing a Fax Prescription, we added a new validation to check if the total pages identified as a prescription match the total prescriptions in the fax.
• When receiving an electronic prescription for a Clinical Trial patient, the system will use the Notes field and look for the statement "CLINICAL TRIAL PRESCRIPTION" to identify and segment these prescriptions from the rest.

Reports:

• A new report has been added to filter all Orders dispensed for Clinical Trials patients in a selected time frame and summarize all drugs including quantity dispensed, dispense date, and shipping method.

SiTimeClock

• We fixed an issue that was preventing the display of the staff name in the Time Schedule section.

Verification Station

• A new "Ready to Release" queue has been added to this Station to show all Compoundings on that status.

Fixes and improvements

Compounding Module:

• The "Discard Batch" function is now available when a compounding quality check fails.
• The waste calculation is now considering the Extra and Overfill quantity by formula.
• A waste calculation explanation has been added to the compounding screen to describe SiCompounding logic.
• Improve the ingredients pick process to load available inventory faster and prevent the system from crashing under slow network conditions.
• When the scale is connected and the compounder is weighing ingredients, the system now prevents the computer from entering sleep mode when idle, and the scale disconnection. This feature is really helpful when users have no right to change the operating system's idle settings.

Formulas Module:

• The formulation document is now printing the equipment categories under the "Equipment Needed" section.
• A new section for "Other supplies and tools" has been added to document items other than equipment. Ex: spatula, glassware, ...

Inventory Module:

• Product photos can be managed now with the ability to determine a default image.
• Adding a special price for a doctor's office or institution is controlled now by a system action to prevent unauthorized changes. To enable this action on your account, contact your pharmacy manager.
• Adjusting inventory for a scheduled drug is controlled now by a system action to prevent unauthorized changes. To enable this action on your account, contact your pharmacy manager.
• When adjusting inventory for a scheduled drug, a note is required now to document the reason for the inventory transaction. 
• Inventory general notes can be deleted now if not relevant.

Invoices Module:

• The Invoice History filter is now selecting only client invoices.
• Invoice information can be exported now to Excel.

Orders Module:

• A new validation has been added to prevent credit card charges under $1.
• Added support to include supplies on orders created from SiPrescribe.

Patients Module:

• New patients can be identified in the system based on the first prescription dispense status.

Physicians Module:

• New physicians can be identified in the system based on the first prescription dispense status.
• When inviting a Physician to SiPrescribe, expanded information about the invitation has been added to the physician profile.
• When inviting a Physician to SiPrescribe, we added support to manage multiple identities when the doctor is working for multiple offices.
• SiPrescibe access is now disabled when a physician profile is marked as "inactive" in SiCompounding.

Prescriptions Module:

• Fax documents can be exported in full or on individual pages.
• Fax documents can be sent by email in full or on individual pages.
• When processing a fax, a validation has been added to require a patient selection when is a prescription.
• When entering a telephone prescription special text style like font size or color can be applied to highlight notes in the document.
• Update the Telephone Refill document to include the patient's address and DOB.
• Prescriptions pending clarification can be sent back now to the New queue.

New Integrations

Vow eFax Support

Isak Computing and Vow Inc. complete the integration with Vow eFax services allowing SiCompounding users to send and receive faxes in the existing workflow. This new integration is expanding Vow services within SiCompounding, and adding to the existing IVR capabilities released on version 1.1.100.

These are some of the features related to the eFax integration:

• When receiving a fax, users can select individual fax pages to create one or multiple prescriptions.
• When creating a Fax Refill Request, SiCompounding will automatically create a Fax and send it to the doctor's office.
• When creating a Transfer Prescription by Fax, SiCompounding will automatically create a Fax and send it to the destination Pharmacy.
• Users can manage the Outgoing Fax queue in SiCompounding and troubleshoot fax errors.

Fixes and improvements

Compounding Module:

• Added the ability to specify a compound as a failure when it is OOS. This option is under the “Actions” menu throughout the compounding process.
• Added the option to designate product waste in the compounding module.
• The bubble point entry info has been moved to the appropriate screen in the workflow for Sterile compounding.
• The “Pick” process no longer requires the user to close out of the window used for the weight and photo processes.
• The interface for finding compounding orders that are in progress has been adjusted and should be easier to use.
• Compounding BUDs will now consider the BUDs of supplies (bottles, capsule shells, etc.)
• Fixed an issue where compounded capsules were being added to inventory incorrectly under certain conditions.
• When switching between tabs in the compounding module, the screen will now default to the top of the new tab.
• Removed a restriction that prevented completing a compounding when the formula was updated during the preparation process.
• When taking a photo with an iPad, the camera defaults to the full resolution to guarantee the best quality possible.

Formulas Module:

• Suppositorie formulas can now use the mold size and the blank base weight of the ingredient to calculate the quantity of active, excipient, and base ingredients.
• Quantity Sufficient can be measured now in two ways:
  • By weight: the system would require the user to weigh the QS amount using the scale.
  • By quantity: the system will ask for the quantity used and a photo of the final measure.
• Capsule sizes marked as “Inactive” will no longer appear in the capsule size dropdown menu.
• Mold sizes marked as “Inactive” will no longer appear in the mold size dropdown menu.
• Category 3, and Category 3 Extended BUD have been added to the CSP Category options to support USP<797> requirements.
• Added dosage forms and package data to some formula types that previously did not have any.
• iU calculations will now use the assay of the individual lot instead of a general iU to GM calculation in the chemical profile
• Corrected an issue when creating a new formula from an existing one it wasn't copying some values.

Inventory Module: 

• Purchase orders listed as back ordered can now be marked as received.
• We have added the option to generate invoice reports and save them as PDF files.
• SMS notifications to customers when orders are shipped should now correctly send tracking data.

Orders Module:

• Added validation to alert the user when a flavor option is available in the formula and the patient didn't specify one.

Patients Module:

• Added the option to enter patient weight by kg or lb.

Prescriptions Module:

• C2 prescriptions will now default to 0 refills.
• The Clarification queue can be filtered now by the intake staff.

Reports:

• A new report has been added to export invoices to Excel format. It can be filtered by date or invoice number.

States Settings:

• Shipment of formulas can now be restricted on a state-by-state basis.

Other improvements:

• Added additional categories in the settings options under “Codes and Classifications to be able to add, remove, or inactivate troche mold sizes, suppository mold sizes, and capsule sizes.
• Navigation from the Fill Station has been fixed.
• Corrected an issue where incorrect shipping addresses were being sent on confirmation emails, using the order billing address.
• Corrected an issue where incorrect payment status was set in the order when a credit card payment failed.

Prescriptions Module: 

• Prescriptions can now be sent back to the New Queue if the user clicks to complete the information by error. 
• Prescriptions can now be canceled immediately if created accidentally. 
• Pharmacy labels now print with the Technician who filled in the order and the RPH who verified the order. Each Filling Station can be set with the Pharmacist performing the final verification to display his name on the label to guarantee it is printed before it is verified. 

Orders Module: 

• Improve the “Send to Pharmacy” process to calculate available inventory faster.

Inventory Module: 

• Improve Inventory Add/Edit Form to detect if the product information was edited and roll back changes if needed. 

Formulas Module: 

• Instruction numbers can no longer be duplicated in Formulation. 
• Equipment listed in a formula will now be copied when the formula is copied. 
• Additional Properties fields are now required to complete the formula information. 
• Fixed an issue related to new formula creation from the prescription entry that wasn’t selecting the new product as the prescribed drug. 
• Fixed issue when using a Tablet or Capsule as an ingredient, to calculate the amount of powder needed based on the unit weight and strength. 
• Fixed an issue with the formula price that was considering non-prorated supplies in the base cost per unit. 
• Formula price now calculates a “Cost per Unit for Maximum Batch Size” to help identify the cost per unit when producing the maximum batch size allowed by formulation. 

Compounding Module: 

Introducing SiCompounding Intelligence TM. This new feature uses all interaction data collected during the compound process to detect if a pharmacist intervention is needed. When using SiCompounding Intelligence in the compounding workflow, it will verify compounding steps when certain criteria have been met.

SiCompounding Intelligence TM will follow USP<1163> Quality Assurance in Pharmaceutical Compounding, and verify the Weight Assessment on final units to accelerate the quality process, saving time and increasing efficiency when combined with the Hood Mode TM functionality.

SiCompounding Intelligence TM will continue expanding to other areas in future versions. 

Other improvements:

• Improve TPN Compounding interface to add support for Baxter ExactaMix Compounder and B.Braun Pinnacle Compounder in future versions: 
  • Technicians can now set the ingredient position in the TPN machine. 
  • SiCompounding calculates now the number of containers to use per ingredient. 
  • Technicians can now “Exclude from Pool” ingredients that weren’t excluded in the formula. 
• Created a “Pharmacy Testing” bucket in the compounding orders section for compounds that are being tested internally. 
• Reworked the sterile workflow slightly so the “Quarantine” process would take place before “Visual Inspection”. 
• Unused supplies will no longer appear in the compound printout. 
• Fixed an issue where SiCompounding was unresponsive when trying to connect to scales in the lab. 
• Fixed an issue where “In Progress” queue filters stop working in some conditions. 

PDMP Reporting:

• Fixed an issue where the ASAP CDI segment was reporting the wrong quantity when dispensing a non-controlled substance in Nebraska. 

Vow TalkRx Support

Isak Computing and Vow Inc. complete the integration with their Interactive Voice Response (IVR) services.  

• Users can now “click to call” at any phone number displayed on the screen. When triggering the call, the phone extension will ring and call the number. 
• Users can now use the “Who is Calling” button to identify the Call ID and look up a Patient, Physician, or Institution profile record. 

Introducing SiPrescribeTM:

SiPrescribe is a prescriber portal that connects with SiCompounding and allows doctors to send compounding electronic prescriptions in seconds. 

Key Features of SiPrescribe: 

• Pharmacy Formulary Integration: say goodbye to paper forms and errors! SiPrescribe seamlessly integrates with your pharmacy's formulary, ensuring that every prescription you send is compliant and readily available for compounding. You can choose what formulas to display to each provider in SiCompounding, and suggest SIGs. 
• Instant Prescription Transmission: with SiPrescribe, you can transmit your compounding prescriptions to the pharmacy with just a few clicks. No more time-consuming faxing or phone calls – it's quick, efficient, and secure. 
• User-Friendly Interface: SiPrescribe is designed with simplicity in mind. Its user-friendly interface ensures that prescribers of all technical levels can easily navigate and utilize the platform.