Import Formulary

When you receive a formulary from another practice or CCG/Health Board, you can import this into Vision:

Note - The Formulary Import will not proceed if the current version of drug dictionary is older than the version used to create the formulary.
  1. Save the formulary file to the p:\extract directory.
  2. From the Vision main menu, select Utilities > Drug Dictionary.

    The Drug Dictionary Utilities module displays.

  3. From the menu choose File, followed by Import Formulary.
  4. Browse to select the formulary file to be imported.
  5. Select Open.

    An alert displays "The import may completely replace your current formulary items, or you may choose to add the imported items to your existing formulary.
    Please select option:-
    Add or Replace."

  6.  Choose Add or Replace:
    • Add - adds any items not already in your Formulary.
    • Replace - this replaces the entire Formulary, deleting any existing entries.
  7. Select OK to proceed.
    A message confirms your selection and warns this may take some time.
    • If you select Add, the message "The new formulary items will be added to your existing formulary. This may take several minutes. Do you wish to proceed?" displays.
    • If you select Replace, the message "Your existing formulary will be deleted and replaced with the new formulary items. This may take several minutes. Do you wish to proceed?" displays.
  8. Select Yes to confirm and proceed.
    On completion the message "Updating of the formulary completed successfully" displays.
  9. Select OK to finish.