D. Inventory Reconciliation Report
- Anthony Campana
- jorge.mandujano
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.
To access the Inventory Reconciliation Report, click on Inventory D. Inventory Reconciliation Report.
Inventory Reconciliation Filters
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.
The Print Button is disabled on this screen.
However, you can export the report and 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.
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
