Formula List

Formula List

Formulas Dashboard Overview



The Formulas Dashboard provides a complete, practitioner-specific history of formulas created within the dispensary.

  • Practitioners only see formulas they have personally created or have permission to access.

This dashboard allows users to quickly search, review, reuse, and manage formulas over time while ensuring practitioner data remains properly separated and secure.

Finding and Filtering Formulas

At the top of the dashboard, practitioners can narrow down their formula list using several filters:

  • Search Formula Names – Search by formula name.

  • Formula Builder Type – Filter by the formula builder used (e.g., Granules, Tinctures).

  • Created By – View formulas created by a specific practitioner.

  • Date Range – Filter formulas created within a specific time period.

These filters make it easy to locate past formulas, even in large dispensaries with extensive formula histories.

Formula Tabs

Formulas are organized into tabs for easier management:

  • My Formulas – Active formulas created by the practitioner.

  • Reordered Formulas – Formulas that have been reordered.

  • Favorite Formulas – Formulas marked as favorites for quick access.

  • Deleted – Formulas that have been deleted (but not permanently removed).

Formula List Columns

Each row in the table represents a single formula and includes:

  • Favorite – Mark formulas as favorites for quick retrieval.

  • Actions

    • View – Open the formula in read-only mode.

    • Edit – Modify the formula.

    • Copy – Create a new formula based on an existing one.

    • Delete – Move the formula to the Deleted tab.

  • Formula Name – The name assigned to the formula.

  • Formula Builder – The formula builder used (e.g., Granule).

  • Created By – The practitioner who created the formula.

  • Creation Date – When the formula was first created.

  • Edit Date – The most recent modification date.

  • Permission

  • Private – Only visible to the creator.

  • Other permission options may be available depending on dispensary settings.

Key Notes

  • Formulas listed here are practitioner-specific and reflect their individual clinical history.

  • The dashboard is designed to support efficient reuse, clinical consistency, and fast reordering.

  • Deleted formulas are not immediately removed and can typically be recovered.

This dashboard acts as the central workspace for practitioners to manage and reuse their clinical formulas efficiently.

    • Related Articles

    • Manage Patients / Patient List

      Patient List – Managing Your Patients The Patient List page is where you view, search, add, and manage all patients in your account. This is the central hub for everything related to patient records and is typically the starting point before building ...

    • Formula Settings

      Formula Settings The Formula Settings area controls how the formula builder behaves when you create custom prescriptions. These settings define defaults, layout preferences, privacy rules, and how information appears while you are building formulas. ...

    • Patient Formula History

      Order History Tabs Within Order History, you will see sub-tabs such as: Formulas – Custom formulas that have been ordered for this patient. Orders – Completed orders and transactions. Products – Any retail or non-formula products associated with this ...

    • How to Create a Custom Formula

      Important Note About Custom Formulas The process for creating a custom formula may vary depending on how your dispensary has configured the system. Some options, steps, or features shown in these instructions may be different, unavailable, or ...

    • Practitioner Catalog in Practitioner Portal

      Practitioner Catalog The Catalog is a complete list of all herbal ingredients available in your dispensary. It allows you to browse, search, and review every herb, extract, or product format that can be used when building formulas or placing orders. ...