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Practitioner Formula Settings

You can control a practitioners formula settings by opening up their profile, and going to their formula settings tab.
Go to Admin > Practitioners > Edit Profile > Settings > Formulas

There are general formula settings which apply to all formulas and formula types, and settings which pertain to each herb type and dosage mode.

General Tab

Default Formula Name
The name of the formula will default to either blank, today’s date, or custom text to be used every time.

Default Number of Rows
This will specify the number of blank herb rows that will be shown when a formula is created.

Tabbing Options
The tabbing options control where the active cursor will go when adding formula ingredients to a formula. The options are for the tab to force the cursor to move to the next herb, or instead move to the dosage box.

Option 1 – Add All Herbs, Then All Dosage Amounts

Option 2 – Add One Herb, then Move to Add a Dosage Amount, then move to the next herb.

Granules / Tinctures / Concentrates

The options in the following tabs are all the same, and you can control the settings for each dosage mode.

Dosage Mode – Turn the dosage mode on or off.
Default Dosage Mode – Select the default dosage mode, which will be used automatically when creating a new formula for the specific herb type.
Automatically Set Weight – For the total quantity percentage dosing mode, it will force the final weight or volume of the formula to match the total weight/volume required based on the dosage selected. example, Take 6g, 2x a day for 7 days = 84g. If user changes the value to 10g, 2x a day for 7 days = 140g. The set weight box will automatically change for the user.
Default Dosage Instructions – Set default dosage instructions which will always be added to the formula.
Column Selection – Set which columns of information show to the practitioner when they are adding ingredients to a formula. Example, some practitioners only build their formulas using the latin name of the herb, so the pinyin, chinese and english columns can be turned off.

Raw/Bulk Herbs

Dosage Mode– Turn the dosage mode on or off. The choices are Per Day and Per Bag
Default Dosage Mode – Select the default dosage mode, which will be used automatically when creating a new formula for the specific herb type.
Default Number of Days – Set the default number of days for a raw/bulk formula
Default Number of Bags – Set the default number of bags for a raw/bulk formula
Default Dosage Instructions – Set default dosage instructions which will always be added to the formula.
Column Selection – Set which columns of information show to the practitioner when they are adding ingredients to a formula. Example, some practitioners only build their formulas using the latin name of the herb, so the pinyin, chinese and english columns can be turned off.
Raw Cooking Templates – Each practitioner can create their own cooking/decoction templates to be used with raw formulas. These are in addition to templates created by the admin for all practitioners.

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