Pharmaceutical Item Management - hmislk/hmis GitHub Wiki

Pharmaceutical Item Management

Overview

Pharmaceutical Item Management allows administrators to maintain the master list of all pharmaceutical, store, and laboratory items used across the system. From this module you can add new items, edit existing records, activate or deactivate items, permanently delete items, and review the full audit history of every change.

All item types (VTMs, ATMs, VMPs, AMPs, VMPPs, and AMPPs) share the same management interface and workflow, so once you learn how to manage one type, the same steps apply to all others.

When to Use

  • Add a new medicine, store item, or lab item to the system
  • Edit the name, code, or other details of an existing item
  • Deactivate an item that is temporarily out of use (it can be reactivated later)
  • Reactivate a previously deactivated item
  • Permanently delete an item that was entered by mistake
  • Review who created, edited, activated, or deactivated an item and when

Navigation

  1. Click Administration in the main menu
  2. Select Pharmaceutical Management
  3. On the left-hand panel, expand one of these sections:
    • Pharmaceutical Component Management - for pharmacy medicines
    • Store Item Management - for general store items
    • Lab Item Management - for laboratory items
  4. Click the item type you want to manage (e.g. AMPs, VMPs, VTMs, etc.)

Item Types at a Glance

Abbreviation Full Name What It Represents Example
VTM Virtual Therapeutic Moiety A generic drug name Paracetamol
ATM Actual Therapeutic Moiety A brand/trade name Panadol
VMP Virtual Medicinal Product A generic formulation Paracetamol 500mg Tablet
AMP Actual Medicinal Product A specific branded product Panadol 500mg Tablet
VMPP Virtual Medicinal Product Package A generic package Paracetamol 500mg Tablet x 100
AMPP Actual Medicinal Product Package A branded package Panadol 500mg Tablet x 100

Three Item Categories

The system manages the same item types across three separate categories. Each category has its own set of VTMs, ATMs, VMPs, AMPs, VMPPs, and AMPPs:

  • Pharmaceuticals - medicines dispensed by the pharmacy
  • Store Items - consumables and supplies managed by the general store
  • Lab Items - reagents and materials used in the laboratory

Common Workflow

Every item management page follows the same layout and workflow described below.

Page Layout

The page is divided into two panels:

  • Left panel - status filter, search field, and action buttons
  • Right panel - detail form showing the selected item's fields

Filtering by Status

At the top of the left panel, three filter buttons control which items appear in search results:

  • Active (green) - show only active items (default)
  • Inactive (red) - show only deactivated items
  • All (blue) - show all items regardless of status

A label below the buttons confirms the current filter (e.g. "Currently showing: Active items only").

Note: Filter buttons are disabled while you are editing or adding a new item. Save or cancel the current operation first.

Searching for an Item

  1. Type at least 2 characters in the search field
  2. A dropdown list appears with matching items
  3. Each result shows the item name and a status badge (ACTIVE in green or INACTIVE in red)
  4. Click on the desired item to select it
  5. The detail form on the right populates with the item's information

Adding a New Item

  1. Click Add New (green plus button)
  2. The detail panel switches to "Adding New" mode and all fields become editable
  3. Fill in the required fields (marked with an asterisk *)
  4. Click Save to create the item
  5. A success message appears at the top of the page

Note: While adding a new item, the search field, filter buttons, and other action buttons are disabled. Click Cancel to exit without saving.

Editing an Existing Item

  1. Search for and select the item you want to edit
  2. Click Edit Selected (pencil button) - this button is only enabled when an item is selected
  3. The detail panel switches to "Editing" mode and fields become editable
  4. Make your changes
  5. Click Save to apply changes, or Cancel to discard them

Important: You must first select an item before the Edit Selected button becomes active.

Changing Active / Inactive Status

You can deactivate an item to temporarily remove it from dropdowns and transaction screens without permanently deleting it. Deactivated items can be reactivated at any time.

  1. Search for and select the item
  2. Click the status toggle button:
    • If the item is currently active, the button reads Deactivate (orange/warning)
    • If the item is currently inactive, the button reads Activate (green/success)
  3. A confirmation dialog appears asking you to confirm the action
  4. Click Yes to proceed or No to cancel
  5. The item's status badge updates immediately

Tip: Use Inactive filter to find all deactivated items when you need to reactivate one.

Deleting an Item

Deletion is permanent and cannot be undone.

  1. Search for and select the item
  2. Click Delete Selected (red trash button)
  3. A confirmation dialog appears: "Are you sure you want to delete this record?"
  4. Click Yes to permanently delete or No to cancel

Warning: Deleted items cannot be recovered. If you only need to temporarily remove an item from use, deactivate it instead.

Viewing Audit History

Every action (create, edit, activate, deactivate, delete) is recorded in the audit trail. See Pharmaceutical Audit History for the full guide.

  1. Search for and select the item
  2. Click Audit History or History (clock button)
  3. The audit events page opens showing the complete change log

Fields by Item Type

VTM (Virtual Therapeutic Moiety)

Field Required Description
Name Yes The generic drug name (e.g. Paracetamol)
Code No An optional identifier code
Description No Additional details about the VTM
Instructions No Usage instructions

ATM (Actual Therapeutic Moiety)

Field Required Description
Name Yes The brand/trade name (e.g. Panadol)
Code No An optional identifier code
Description No Additional details

VMP (Virtual Medicinal Product)

Field Required Description
Name Yes The generic formulation name
Generic Name Yes Select the parent VTM
Dosage Form Yes Select the dosage form (e.g. Tablet, Capsule)
Category Yes Select the pharmaceutical item category
Strength No Numeric strength value
Strength Unit Yes Select the unit of strength (e.g. mg, ml)
Dose Unit No Select the dose measurement unit
Dispensing Unit Yes Select the unit used when dispensing
Description No Additional details
Instructions No Usage instructions

AMP (Actual Medicinal Product)

Field Required Description
AMP Name Yes The branded product name
Code No Auto-generated if left blank; click the generate button
Barcode No Product barcode
VMP Yes Select the parent VMP
Dosage Form Display only Inherited from the selected VMP
Allow Discounts No Whether discounts can be applied
Allow Refunds No Whether refunds are permitted
Consumable No Whether this is a consumable item
Allow Fractions No Whether fractional quantities are allowed

VMPP (Virtual Medicinal Product Package)

Field Required Description
Pack Name Yes The generic package name
Select VMP Yes Select the parent VMP
Pack Size Yes Number of units in the package
Pack Unit Yes Select the unit of measurement
Description No Additional details
Allow Fractions No Whether fractional quantities are allowed

AMPP (Actual Medicinal Product Package)

Field Required Description
Pack Name Yes The branded package name
Select AMP Yes Select the parent AMP
Pack Size Yes Number of units in the package
Pack Unit Yes Select the unit of measurement
Description No Additional details
Allow Fractions No Whether fractional quantities are allowed

Best Practices

  • Deactivate rather than delete - if an item might be needed again, deactivate it instead of deleting
  • Use the Active filter for day-to-day work to keep search results clean
  • Check audit history before making changes to understand the item's modification history
  • Fill in all required fields before saving to avoid validation errors
  • Use consistent naming when adding new items to maintain data quality

FAQ

Q: What is the difference between deactivating and deleting an item? A: Deactivating hides the item from transaction screens but preserves the record. You can reactivate it later. Deleting permanently removes the record and cannot be undone.

Q: Can I edit an inactive item without reactivating it first? A: Yes. Switch to the Inactive filter, search for and select the item, then click Edit Selected. You can modify its details while it remains inactive.

Q: Why can't I click the Edit or Delete buttons? A: You must first select an item from the search results. The buttons are disabled until an item is selected. They are also disabled if you are already in edit or add mode.

Q: Does deactivating an item affect existing transactions? A: No. Existing bills, stock records, and other transactions that reference the item are not affected. The item simply stops appearing in new transaction searches and dropdowns.

Q: Are Store Items and Lab Items managed the same way as Pharmaceuticals? A: Yes. The interface and workflow are identical across all three categories. Only the item data is separate.

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