To access the Workflow Report screen, click on Workflow -> I. Workflow Report.
The Workflow report is used to display specific details on the prescription's processing. It will display date and time information of each step of the RX process; typically to any state except NJ this report will only display the verification and Workflow Status, unless the pharmacy decides to utilize a mandatory workflow process in the Pharmacy Setup section of the program in which case it will additionally display three other steps of the process.
The report can be generated by using a Fill Date range, Patient Name & Fill Date or by RX Number. It can be further filtered down by the RX Status; the report can be displayed using the Patient View or Full List View.
The report can be sorted any time by simply clicking the column name above the records you'd like to sort by.
To print the report, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted. NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Cancel" button or by pressing the "Enter" key when the "Cancel" button is highlighted.