> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ottorx.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Formulary

> Manage your compound catalog and libraries for the prescriber portal.

Your **Formulary** is the catalog prescribers browse when building a prescription. Only items you publish here appear in the portal.

## 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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Add a compound">
    Click **Add item** and enter the compound name, ingredients, available strengths, and configuration options prescribers must complete.
  </Step>

  <Step title="Publish to the portal">
    Save the item. It becomes searchable in the prescriber portal immediately.
  </Step>
</Steps>

## Ingredients and allergy matching

List active ingredients on each formulary item. ScriptPad 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.

<Info>
  Formulary data is scoped to your pharmacy. When onboarding a new location with a similar catalog, contact OttoRx support about cloning an existing formulary.
</Info>