Overview

The Inventory Reconciliation Report is used to calculate starting and ending quantities for drugs in the pharmacy. The report will list the starting quantity on hand for a specified date, the total incoming quantity for the date range, the outgoing quantity on hand dispensed to patients, and the expected quantity at the specified end date.

The report includes a special export for California pharmacies to complete their quarterly inventory reconciliation.

Usage

After opening the report, select a Start Date and End Date to generate the report for. Make sure the filters for Control Class, Rx / OTC, and Brand / Generic and set to include the drugs you need in the report. In addition, select whether or not to Group Brand / Generic Equivalents Together.

Once the filters have been set, click Generate.

Once the report is generated, you can either Print Report or Export. Printing the report will send it to your assigned report printer.

Export will give you multiple options:

• Normal Export will give you the same export screen present in the rest of the software; you can choose what fields to export and what format the file will be in.

• California Reconciliation Worksheet will allow you to export in the format required for California’s quarterly inventory reconciliation. The export configuration is preconfigured for you, and due to the inclusion of formulas for calculations, it can only be exported as an Excel file.

  • You will still need to perform the actual drug counts, and update the exported file’s Actual Ending QOH column.