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Build Concentrate Custom Formula

To build a Custom Concentrate Formula in the Admin, follow these directions. If you have multiple practitioners in your dispensary, each practitioner can login to their account to build custom formulas.

The dispensary Admin can turn on and off certain sections of the formula builder using the Custom Formula Builder Settings.

  • The active practitioner will be automatically selected. To change the active practitioner, go to the top menu in admin and choose a new practitioner.
  • Select a Patient. This field is not forced, you can create a formula without tagging it to a patient. You can also click “Add New Patient” to create a new patient profile.
  • Pick your dosage mode, either daily dose or Total Quantity / Percentage
  • The herb type “Tinctures” is selected, but you can change the current herb type to a new herb type, and it will convert your formula to the new herb type
  • Enter a formula Name. Your formula MUST have a formula name.
  • Enter the dosage instructions for the patient by using the empty number boxes and drop downs. This section of the formula builder is modifiable and you can change it around. If you do not want this information printed on the label and infosheet, move the toggle “print on Label and Infosheet” to NO.
  • You can write your own dosage instructions in the box provided. This information will appear on the label and infosheet (based on label & infosheet settings). If you leave it blank, no additional information will appear.
  • Next add herbs to your formula, you can do this in a variet of ways.

 

  1. Add each herb or premix formula manually by typing it into the boxes on each line. In the screenshot above, there is “Pinyin” and “Latin” name options. If you go to the formula settings for the practitioner, you can change while columns appear, and search by other herb names such as “English”.
  2. You can mark formulas that you’ve already created as “favorites” and find the formula in the drop down
  3. If you have selected a patient above, you can click on the “Patient Formulas” tab and view a list of all formulas prescribed to the patient and easily add all the herbs of that formula by selecting it.
  4. If the dispensary has added “Template Formulas” you can select an existing formula template
  5. If you select “My Formulas” tab you can access any formula you have ever created in the system (for the active practitioner)
  6. If you select “Premix Formula” tab, you can access a list of all premix formulas and select one or more premix formulas
  7. If you select “Single Herb” tab, you can access a list of all single herbs, and select one or more single herbs

Notes
Herbs and Premix Formulas cannot be added twice. If you try to add it twice, it will highlight the herb or premix in red, and will not let you continue
You can add multiple formulas and it will add all the herbs from each formulation. It will automatically delete duplicate herbs/premix, if they are present in both formulas.

Adjusting Weight (Total Quantity/Percentage Mode)
You can adjust the final weight of the formula to any amount you want. For example, you can enter dosage values for the formula and the total quantity may add up to 100g. If you want to give the patient 300g, you can enter “300” into the box, and it will adjust your formula automatically at the same proportions. You will see the values in the “Qty Received” Column increase or decrease based on the value you enter

Based on your dosage instructions above, lets say you enter “Take 10ml, 2x a day for 10 days.” This equates to 200ml total required to satisfy this dosage requirement. In the Formula Settings for the practitioner, there is a formula setting that will automatically populate the “Adjust Weight” box, to match the dosage requirement.

If you do not want the herbs to be printed on the infosheet, toggle this option to OFF. By default it is set to ON.

Enter any additional preparation instructions for the patient. This information will be shown on the infosheet only and not on the label. It will only show on the infosheet if the field has been activated on the infosheet.

If add on services have been setup on the dispensary, you can select one for this formula. Based on settings, add on services come with additonal charges, including a fixed cost and a variable cost. Please read about add on services to understand how these fees work.

Enter refill settings if you want to allow the patient to order their own refills. For a patient to order refills themselves, the patient website must be set to ON. The practitioner can also set default refill settings in their profile. If default refill settings are set, values will automatically be populated based on those settings. You can change the default settings on a formula by formula basis.

The formula pricing section will list the pricing details about the formula.

Ingredients Price – Shows how much the formula costs based on the price of the herbs and premix formulas

Additional Charges – Displays Add On Service charges

Subtotal – The sum of the ingredient prices and additional charges

If “Markups” are enabled on the dispensary, you can set a markup price. Practitioners can have a default markup price for custom formulas. If you do not want to markup the price, toggle the option to “OFF”. If markups are not enabled on the dispensary, this field will not be shown.

The special instructions box is information you can enter regarding the formula which will NOT be shown to the patient. This information is submitted along with your order, and will be shown on the order. It’s purpose is to inform the person who is fulfilling the order regarding any special instructions regarding the formula.