Formulary structure
The formulary is organized into:- Categories — group compounds for easier browsing (for example, Hormone Therapy, Dermatology)
- Items — individual compounds with strength options, ingredients, default directions, and pricing hints
- Libraries — optional collections for multi-line catalogs (access via Formulary → Libraries)
Adding and editing items
1
Create or select a category
Categories appear in the left rail of the formulary page. Add a new category when you need a new grouping.
2
Add a compound
Click Add item to open the formulary builder. Enter the compound name, ingredients, available strengths, and configuration options prescribers must complete.
3
Publish to the portal
Save the item. It becomes searchable in the prescriber portal immediately.
Formulary builder
Click Add item on the formulary page to open the dedicated builder. Use it to configure compound details, strengths, ingredients, pricing, and prescriber-facing options. The builder includes a prescriber preview so you can see how the item will appear in the portal before you publish. To edit an existing item, open it from the formulary list — the same builder opens with the item’s current configuration.Ingredients and allergy matching
List active ingredients on each formulary item. OttoRx uses these to power allergy warnings in the prescriber portal — when a patient’s recorded allergy matches an ingredient or drug class, the builder surfaces a warning before the prescriber sends the Rx.Libraries
Use Formulary → Libraries when you maintain separate product lines or want to version catalog sets. Libraries help organize large catalogs without cluttering the main formulary view.Formulary data is scoped to your pharmacy. When onboarding a new location with a similar catalog, contact OttoRx support about cloning an existing formulary.