Dosage Settings

Overview

Dosage Settings allow you to fully configure how dosages are calculated, displayed, and entered within the Formula Builder. These settings control dosage modes, calculation logic, field visibility, defaults, and user input constraints.

General Settings

Display Name

Rename the dosage mode as it appears to users. For example, instead of Total Quantity, you may choose labels such as Exact Quantity or Percentage.

Calculation Type

Displays the dosage calculation method associated with the selected dosage mode. This field is informational only.

Conversion Type

Each Formula Builder supports two input values per ingredient:

• Raw Quantity

• Enter Quantity
  

• You do not need to use both input options.   We provide two options because herbalists often need to convert from Raw to Granule or Raw to Tincture. 

Users may convert between these values using one of the following methods:

• Do Not Convert – No conversion is applied

• Fixed Ratio – A fixed ratio defined by the admin for all ingredients

• Ingredient Ratio – Uses the ratio defined for each ingredient and located in the ingredient record

Example:
If a granule has a 5:1 ratio, entering 5 in the Raw Quantity field will automatically convert to 1 in the Enter Quantity field.

Default Value for Calculation

Determines whether the Raw Quantity or Enter Quantity is used when calculating the total quantity received.
This setting is especially important for Daily Dosage and Per Container modes.

Days Options

The Days option adds a field under Formula Options in the formula builder that allows users to enter the number of days the formula covers.

• The value entered here always syncs with the dosage inputs (see below)

• Changing either field updates the other automatically

Available Settings

• Show Number of Days – Turn the field ON or OFF

• Required — Makes this field mandatory.

  When enabled, the field must be completed by the user. In Daily Dose Mode, this field is always required and cannot be made optional.

• Display Name – Customize the field label

• Default Days – Default value for new formulas

  • If a default is also set in Dosage Inputs, that value takes precedence

• Preset Day Options – Provide selectable options via dropdown

Container Options

Container Options — Container options are required when using Per Container dosage mode and are optional for all other dosage modes.

Available Settings

• Show Number of Containers field – Turn the field ON or OFF

• Required – Make this field mandatory

• Display Name – Customize the label shown to users

• Default Containers – Default value for new formulas

• Allow User to Enter Any Value

  • YES: Users may enter any whole number

  • NO: Users must select from preset options

• Preset Container Options – Dropdown values for container selection

Note: If free entry is disabled, preset options must be provided or users will be limited to the default value only.

Weight / Volume Options

Important:
This option is unavailable if a formula allows multiple measurement types simultaneously.

Example:
If a single formula includes both mL and oz, this option cannot be used. A formula can only be adjusted when one measurement type is used across the entire formula.

This option is only available in Total Quantity dosage mode.

Available Settings

• Show Weight/Volume Field – Turn ON or OFF

• Display Name – Customize the label

• Default Value – Default selection for new formulas

• Allow User to Enter Any Value – Enable or restrict free entry

• Preset Options – Dropdown values for weight or volume

Column Options

Column Options control which ingredient data columns are available in the Formula Builder. These settings act as defaults for new users, though individual users may further customize their own views.

Column Controls

• Add New Column – Enable additional columns not currently shown

• Edit Column Name – Change how the column is labeled in the builder

• Delete Column – Remove a column from availability

  • Deleted columns can be restored via Add New

• Required Column – Prevent users from disabling the column

• Column Status – Enable or disable availability

• Column Order – Controls horizontal placement

  • Lower numbers appear further left

• Column Width

  • Set width in pixels

  • If left blank, columns auto-adjust to fit the page

Column Options – Default Settings for New Practitioners

Column Options not only control which columns are available in the Formula Builder, but also define the default column layout for newly created practitioner accounts.

When a new practitioner is created:

• The column settings configured here are automatically applied as their initial default view

• This includes:

  • Which columns are enabled

  • The order of the columns

  • Column widths

Practitioners can later customize their own column settings by turning columns ON or OFF and reordering them, but the configuration defined in Column Options determines the starting layout for all new practitioners.

Using this section allows you to standardize the default practitioner experience while still giving individual practitioners flexibility to personalize their view.

Dosage Options

The Dosage section consists of three configurable components:

1. Dosage Inputs

2. Dosage Calculation

3. Dosage Instructions Text Box

For each component, you can:

• Turn the section ON or OFF

• Set it as required

• Change its display order

• Edit the display name

For the Instructions Text Box, you may also limit the maximum character count.

Dosage Inputs

Dosage Inputs are a structured set of fields that define how the dosage is administered. If not required, this entire section can be disabled.

Required Values

• Dosage Amount (number)

• Dosage Measurement (e.g., grams or g)

• Doses Per Day

• Number of Days

Optional Supporting Content

• Static Text – Example: “Take”, “times per day”

• Text or Number Inputs – Example: “away from food”, “before meals”

Configure Dosage Amount Field

• Title – Display name of the field

• Maximum Decimal Places

• Maximum Number – Upper limit allowed

• Default Dosage Amount

  • Not shown for daily dosage with automatic calculation

• Field Width – In pixels

• Required Field – Enable or disable requirement

• Number Options – Predefined selectable values (comma-separated)

Configure Measurement Field

This field defines the measurement types available for dosage entry.

Measurement Settings

• Add New Measurement Type

  • Example: spoon, tbsp, tsp, cup

  • Conversion value is required for dosage calculations

• Default Measurement Type – Preselected for new formulas

• Status

  • Disabled measurement types do not appear to users

  • Measurement types linked to ingredients cannot be deleted, only disabled

Configure Doses Per Day Field

This field defines how many times per day the dosage is taken.

• Title – Display name

• Default Doses Per Day

• Field Width – In pixels

• Required Field – Enable or disable

• Number Options – Dropdown values

Configure Number of Days Field

This field specifies the total duration of the formula and overrides the Days field defined earlier.

• Title – Display name

• Default Days

• Field Width – In pixels

• Required Field – Enable or disable

• Number Options – Dropdown values 
  

Dosage Calculations

The Dosage Calculation section displays the total quantity required for the formula based on the values entered in the dosage inputs.

Using the dosage information provided—such as dosage amount, measurement type, doses per day, number of days, or number of containers—the system automatically calculates the final quantity needed to prepare the formula.

The calculated total quantity is displayed to the user in real time and updates automatically whenever a dosage input is changed. This ensures accuracy, reduces manual calculations, and helps users confirm that the final formula quantity matches the intended dosing instructions.