---
title: How to Create IV Infusion Templates
description: "Build your clinic's IV infusion templates in Setup: base fluid, ingredients and doses, default duration or rate, instructions and status."
---

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# How to Create IV Infusion Templates

## Build your clinic's IV infusion templates in Setup: base fluid, ingredients and doses, default duration or rate, instructions and status.

IV infusion templates hold your clinic's standard drips: the base fluid, each ingredient and its dose, the default running time or rate, and the instructions for your team and the client. You build each formula once in Setup, and Pabau works out the volumes for you. Your team then starts every client's IV plan from one of these templates.

**NOTE:** Templates are shared with everyone in your clinic. Building or editing a template never creates an order for a client and never changes your stock.

#### **Step 1: Open IV Infusions in Setup**

1. Go to **Setup**. Under **Clinical → Medications**, click **IV infusions**.

![Setup Clinical Medications with the IV infusions tile marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490839957712-01-setup-tile.png)

*IV infusions sits with your other medication settings*

1. On the **Templates** tab, click **Create infusion**. The **Create IV infusion** window opens.

![The IV infusions page with the Create infusion button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490839957712-02-create-infusion.png)

*Create infusion starts a new template*

#### **Step 2: Name the Infusion and Choose the Base Fluid**

1. Enter the **Name** your clinic uses for the infusion, for example *Myers' Cocktail*.
2. Choose the **Preparation type**: **Individual ingredients** if your team adds vials to a bag, or **Premixed bag** for a finished bag. For a premixed bag, choose the **Finished bag** from your catalogue and enter its **Bag volume (mL)**, then go to Step 4.
3. Under **Base fluid**, click **Select from catalog** and type at least 3 characters of the fluid's name, such as *Sodium Chloride*. The list shows the products in your clinic's catalogue.
4. Check the **Base fluid volume (mL)**. If the product's name includes its volume (for example “250 mL”), Pabau fills it in and tells you to check it against the bag. Use the volume left after any fluid is removed. You can also enter the fluid's **Osmolarity (mOsm/L)** from its label.

![Infusion details and Base fluid sections with Name, Preparation type, Solution and volume marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490839957712-03-details-base-fluid.png)

*Name the infusion and choose its base fluid*

#### **Step 3: Add the Ingredients**

1. Click **Add ingredient** for each vial or ampoule you add to the bag. Leave the list empty for a base-fluid-only infusion.
2. Under **Product**, search your catalogue and choose the product.
3. Check the **Strength**, **Strength unit** and **Per (mL)**, for example 200 mg per 1 mL. Choosing a product fills these in from your ingredient list (see below) or, failing that, from a strength written in the product's name. Otherwise, enter them from the label.
4. Enter the **Dose** and its **Unit**. Pabau calculates the **Volume (mL)** to draw up from the dose and the strength.

![An ingredient row with Add ingredient, Product, Strength and Dose marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490839957712-04-ingredients.png)

*Each ingredient's volume is worked out from its dose and strength*

**TIP:** If a strength read from a product's name is correct, click **Save to ingredient list** on that row. Pabau then fills it in for you the next time you use the product.

#### **Step 4: Set the Timing, Instructions and Status**

1. Under **Infusion settings**, use **Set a default** to choose **Duration** or **Rate**, then enter the **Duration (minutes)** or the **Rate (mL/h)**.
2. Add any **Preparation instructions** and **Administration instructions** for your team, and **Patient instructions** for the client. All three are optional.
3. Optionally, choose the **Linked service** you book this infusion under.
4. Set the **Status**: **Draft** or **Active**. Drafts can be incomplete. An active template needs a complete formula and a default duration or rate.

![Infusion settings and Service and status sections marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490839957712-05-settings-status.png)

*Default timing, instructions, linked service and status*

#### **Step 5: Check the Formula Summary and Save**

The **Formula summary** on the right updates as you type:

1. **Total volume**: the base fluid plus the ingredients you add (or the labelled volume of a premixed bag).
2. **Calculated rate** (or **Calculated duration**): worked out from the total volume and your default timing. Calculated values are approximate.
3. **Formula details complete** once every required detail is entered. Until then, it lists what is still missing, such as “Enter a base fluid volume greater than zero.”
4. Click **Save**. You'll see **Infusion saved**, and the template appears in the list.

![The Formula summary with Total volume, Calculated rate and Formula details complete marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490839957712-06-formula-summary.png)

*The summary shows the total volume and rate*

**IMPORTANT:** **Formula details complete** only checks that the required details are entered. It does not check clinical suitability or whether the ingredients are compatible. Always have your formulas reviewed by your clinical lead or pharmacist.

When every row has an osmolarity value, the summary also shows **Total osmoles** and an **Estimated osmolarity**. If any row is blank, it tells you which ones need a value. Osmolarity is optional and never stops you saving a template.

#### **Step 6: Edit, Duplicate or Archive a Template**

1. In the list, click the **⋯** button at the end of the template's row.
2. Choose **Edit** to change it, **Duplicate** to start a new draft from a copy, or **Archive** to stop using it. An archived template moves to **Archived**; to use it again, duplicate it to start a new draft.

![A template row's actions menu with Edit, Duplicate and Archive](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490839957712-07-row-actions.png)

*Edit, duplicate or archive a template from its row*

Use the filter above the list to show **Draft and active**, **Active**, **Draft** or **Archived** templates.

**Save Ingredient Strengths and an Osmolarity Warning**

The **Ingredients** tab keeps the strength and osmolarity of the vials and fluids your clinic uses, so you don't have to look them up from the label every time.

1. Click the **Ingredients** tab.
2. Click **Add ingredient**, choose whether the product is **Used as** an **Additive (vial or ampoule)** or a **Base fluid or finished bag**, then enter its strength and osmolarity from the product label or SmPC (in mOsm/L, not mOsm/kg).
3. Optionally, ask your clinical lead or pharmacist to set a **Peripheral osmolarity threshold (mOsm/L)** under **Osmolarity warning**, then click **Save threshold**. Templates and plans above it show a warning. Leave it blank for no warning.

![The Ingredients tab with Add ingredient and the Osmolarity warning marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490839957712-08-ingredients-tab.png)

*Your clinic's ingredient list and osmolarity warning*

**IMPORTANT:** Pabau doesn't supply any osmolarity values. Enter them from your product labels and have a pharmacist check them. The estimated osmolarity is a guide to concentration only: it does not confirm doses, compatibility, stability, the infusion rate or that an infusion suits the patient.

Changing or removing an ingredient on this list never changes templates or plans that already use it, and it doesn't change the product in your inventory.

**What's next?**

- [How to Create a Product](https://support.pabau.com/en/pabau2/en/pabau2/how-to-create-a-product?hsLang=en) (add the fluids and vials your templates use to your catalogue)
- [How to Create a Drug](https://support.pabau.com/en/pabau2/how-to-1?hsLang=en)

---

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    - [General](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#general)
    - [Payments & Accounting](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#payments-accounting)
    - [UAE (Emirates ID and NABIDH)](https://support.pabau.com/en/pabau2/app-marketplace-integrations?hsLang=en#uae-emirates-id-and-nabidh)
- [FAQs & Troubleshooting](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#main-content)

    - [FAQs](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#faqs)
    - [Glossary of Pabau terminology](https://support.pabau.com/en/pabau2/faqs-troubleshooting?hsLang=en#glossary-of-pabau-terminology)
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- [Developer & Other](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#main-content)

    - [Labs & Pharmacies](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#labs-pharmacies)
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- [Migrating Your Data to Pabau](https://support.pabau.com/en/pabau2/migrating-your-data-to-pabau?hsLang=en)
- [Pabau Account Optimization](https://support.pabau.com/en/pabau2/pabau-account-optimization?hsLang=en)
- [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#main-content)

    - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#client-portal-guide)
    - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started)
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- [Best Practices](https://support.pabau.com/en/pabau2/best-practices?hsLang=en)
- [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal?hsLang=en)
- [Compliance](https://support.pabau.com/en/pabau2/compliance?hsLang=en)
- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started)
    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases)
    - [Forms & templates](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#forms-templates)
    - [Prescriptions](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#prescriptions)
- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

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- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel)
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    - [Routing & Automation](https://support.pabau.com/en/pabau2/engage?hsLang=en#routing-automation)
    - [Billing & Usage](https://support.pabau.com/en/pabau2/engage?hsLang=en#billing-usage)
- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk)
    - [Insurance Billing (US)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-us)
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    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
- [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en)
- [Ultrasound Configuration (DICOM Setup)](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#main-content)

    - [GE Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#ge-ultrasound-machines)
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    - [Samsung Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#samsung-ultrasound-machines)
    - [Philips Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#philips-ultrasound-machines)
    - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds)

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