---
title: How to add Custom Prescription(Presets)?
description: Custom Prescriptions in Helix are used to create multi-component prescription mixes, where each component represents an inventory item (for example, compounded solutions or IV mixtures).
---
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December 24, 2025
# How to add Custom Prescription(Presets)?
## Custom Prescriptions in Helix are used to create multi-component prescription mixes, where each component represents an inventory item (for example, compounded solutions or IV mixtures).
### 📌 Overview
Custom prescriptions can be:
- Created **on the fly** directly from the patient’s medical chart, or
- **Pre-defined** in the Control Panel as reusable sets for faster prescribing
### ⚠️ Before You Start (Mandatory)
- **Components = Inventory Items**
Every solution or component used in a custom prescription **must already exist as an Inventory Item**.
- Add any missing items in **Inventory** before creating or using custom prescriptions, otherwise they will not appear in the selection list.
---
### 🩺 Option A — Create a Custom Prescription on the Fly (From the Medical Chart)
This option allows clinicians to create a custom prescription during a patient visit without using predefined sets.
### Steps
1. Open the **Medical Chart** for the patient
2. Go to **Patient Management → Custom Prescription**
3. From the **item picker** (populated from Inventory), select the required components
4. For each component, enter:
- **Dosage**
- **Volume**
- **Osmolarity**
- **Route**
5. Click **Add Prescription** to review the prescription
6. Click **Sign**
7. Choose one of the following:
- **Sign**
- **Request Signature**
8. Confirm
The prescription is saved in the patient’s file
---
### ⚙️ Option B — Pre-Define Custom Prescriptions (Reusable Sets)
Pre-defined sets allow clinics to reuse commonly prescribed multi-component mixes.
#### **📍 Where to Configure**
Control Panel → EMR Settings → Custom Prescriptions
#### **➕ How to Create a Custom Prescription Set**
#### **Steps**
1. Go to **Control Panel → EMR Settings → Custom Prescriptions**
2. Click **+ Add** (top-right)
3. Select the **Branch**
- Or enable **All Branches**
4. Enter:
- **Name**
- **Description**
5. Click **+** next to **Medications** to add the first line:
- Select the **Inventory Item**
- Enter **Dosage**, **Volume**, **Osmolarity**, and **Route**
6. Use **+** to add additional components
7. Use the **bin icon** to remove a component
8. Click **Submit** to save
#### **📋 Manage Custom Prescription Sets**
After saving, the list view displays:
- Name
- Description
- Created By
#### **Available Actions**
- Use **pagination** (bottom-right) to browse sets
- Select any set to **Edit** or **Delete**
---
#### 🔄 **Refresh** **Requirement**
After adding or editing custom prescription sets:
- **Log out and log back in** to Helix
This ensures the sets appear in the **Custom Prescription** drop-down list in the medical chart.
---
### 🧾 Using Pre-Defined Custom Prescriptions in the Medical Chart
#### **Steps**
1. Open the **Medical Chart**
2. Go to **Patient Management → Custom Prescription**
3. In the **Custom Prescription** field, select one of the predefined sets
4. Review and adjust values if required
5. Click **Sign** and confirm
The finalized prescription is saved in the patient’s file.
---
### 💡 Tips & Best Practices
- Ensure all components exist in **Inventory** before setup
- Use clear, standardized naming for reusable prescription sets
- Periodically review and remove unused sets to keep the list clean
- Always log out/in after changes so clinicians see the latest options
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