Versions Compared

Version Old Version 1 New Version Current
Changes made by

Anthony Campana

jorge.mandujano

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

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

To access the Inventory Reconciliation Report, click on Inventory ➡️ D. Inventory Reconciliation Report.

Screenshot 2024-12-03 125017.pngImage Added

Inventory Reconciliation Filters

Info

  • Start Date/End Date: Sets parameter for dates to be displayed.

  • Control Class: Displays All Drugs, Non Controls, All Controls, and Different control classes from C1-C5.

  • Rx/OTC: Displays Rxs, OTC Drugs, or both.

  • Brand/Generic: Displays brand, generic, or both.

  • Group Brand / Generic Equivalents Together: Choose from ‘Yes' or ‘No’ to displayed the drugs grouped.

Once the filters have been set, click Generate to display the adjusted information.

Image Removed

Once the report is generated

The Print Button is disabled on this screen.

However, you can either Print Report or Export. Printing export the report will send it to your assigned report printerand print it from Excel.

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.

Info

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

California Reconciliation Worksheet - Print Out Example

Screenshot 2024-12-03 132955.pngImage Added