Formula Settings (Per Practitioner)

Path: Admin > Users > Practitioners > Find Practitioner > Edit > Settings > Formula

Formula Settings allow you to control how formula builders behave for an individual practitioner. These settings are applied per formula builder and affect how new formulas are created, displayed, priced, and managed for that practitioner only.

Formula Settings Per Formula Builder

Each practitioner may have access to one or more Formula Builders.
Each formula builder has its own independent settings.

To edit settings for a specific formula builder:

1. Navigate to the practitioner’s profile

2. Open the Settings tab

3. Select Formula

4. Click Configure next to the formula builder you want to edit

Important: These settings apply only to the selected practitioner and only to the selected formula builder.

Formula Builder Options Overview

Formula Builder settings are organized into up to 8 sections.
Depending on your global settings (for example, if markups are disabled), some sections may not appear.

Sections:

1. Formula Name

2. Formula Privacy

3. Formula Options

4. Ingredients

5. Ingredient Columns

6. Preparation Instructions

7. Refills

8. Markups

1. Formula Name

Controls how the default formula name is generated when a new formula is created.

Available options:

• Blank – No default name is assigned

• Current Date – Uses the current date as the formula name

• Custom – Allows you to define a custom default formula name

If Custom is selected, an input field will appear where you can enter the default name text.

2. Formula Privacy

Determines the default privacy setting for newly created formulas.

Based on your configuration, formulas can be:

• Private – Only visible to the practitioner

• Shared – Available for reuse (depending on system permissions)

This setting defines the default behavior for new formulas.

3. Formula Options

Formula options are configured per dosage mode.
If multiple dosage modes are available, be sure to select the correct tab before making changes.

Exact Quantity Dosage Mode (Only)

Match Quantity Received with Dosage

Example:
If dosage instructions are

“Take 6g, 2 times per day for 7 days”

The total required quantity is 84g.

• YES – The system automatically forces the formula quantity to match the calculated dosage amount

• NO – The practitioner must manually adjust the total quantity

All Dosage Modes

Default “Write Your Own Dosage Instructions”

• Allows you to pre-fill dosage instructions with default text

• This text will automatically appear when a new formula is created

• This option is only available if enabled in Admin Formula Builder Options

4. Ingredients

Default Dosage Mode

If multiple dosage modes are available, you can select which mode is:

• Automatically selected when a new formula is created

This helps streamline the practitioner workflow.

5. Ingredient Columns

Controls which ingredient data columns are visible and the order in which they appear during formula creation.

• Available columns are defined by the Dispensary Admin

• Practitioners can choose which columns they want to see

• Column order is controlled numerically:

  • Lower numbers appear further to the left

  • Higher numbers appear further to the right

This allows each practitioner to customize their formula-building view.

6. Preparation Instructions

Allows practitioners to define default preparation instructions that will automatically appear on new formulas created using this builder.

This is useful for:

• Common preparation notes

• Standard dispensing instructions

• Reusable text across formulas

7. Refills

Sets default refill behavior for all newly created formulas under this formula builder.

You can define:

• Whether refills are allowed

• Default refill limits

• Default refill frequency or duration (if applicable)

These settings can still be overridden on a per-formula basis.

8. Markups

Allows you to define a default markup for this formula builder.

• Applies automatically to formulas created with this builder

• Can be a fixed amount or percentage

• Practitioners may override this in their own account if allowed

If markups are disabled globally, this section will not appear.

Summary

Formula Settings give you granular control over:

• How formulas are named and shared

• Default dosage behavior

• Ingredient display and workflow

• Preparation instructions

• Refill rules

• Pricing and markups

All settings are:

• Per practitioner

• Per formula builder

• Applied to new formulas only

These controls ensure consistency while still allowing practitioners flexibility in their prescribing workflow.