Formulary Items - New Website

Adding/Editing Formulary Items

Although the Layout is different for adding and editing formulary items, all of the options are the same. They are not just segmented out into steps.

Adding Formulary Items

1. From the Dashboard click the settings gear on the top right then click Formulary.

2. To add a formulary item click Create Formulary Item in the top right corner.

3. Fill in the information accordingly with the formulary item you want to create. As you click/unclick options steps will appear or disappear accordingly. I will be selecting the option that the item is tagged and a Tagged Item step will populate.

4. Once you have finished filling out the information on a step, click Next in the bottom corner.

5. The form will bring you through each step, continue to fill out the information accordingly and when you are done on the last step click Save.

Editing Formulary Items Details

1. From the Dashboard click the settings gear on the top right then click Formulary.

2. Click on the three dots next to the formulary item you would like to edit then click on Edit.

3. Go through the steps and change the fields accordingly to the edits you would like to make.

3. Click Save when done.

Adding/Editing Formulary Items Details

• Unless a field is marked by a !, the field is not required and can be left blank.
• Any of the steps on the top can be skipped to just by clicking on them.