(Topic Last Updated On: 05/05/2010)
This report displays all dosing and inventory transactions recorded from each bulk bottle, providing a complete and detailed record accounting for every mg of bulk inventory. This report is generally only run when inventory discrepancies or problems arise, to find the source of the problem. All transaction types are included and described on this report, and numerous report criteria filters allow users to quickly find out where medication went from each bulk bottle.
Transaction Date/Time
This column displays the date and time each transaction was recorded in Methasoft.
Transaction Description
This column displays a summary level description of each transaction. An example is 'Dose Patient', which includes Dose Day Window Doses and Take home doses.
Transaction Amount
This column displays the mg amount of each transaction. A negative amount indicates the mgs left the bulk bottle. A positive amount indicates the mgs were received by the bulk bottle.
Detailed Transaction Description
This column displays a detailed description of each transaction. An example is 'Take home dose', which is a more detailed description of a 'Dose Patient' transaction.
Patient ID
When applicable, this column displays the patient ID number of the patient involved with each transaction. Many inventory transaction types do not involve specific patients, in which case this column will be blank.
Entered By
This column displays the User ID for the user who recorded each transaction in Methasoft.
Bottle ID
This field displays the unique bulk barcode ID number for the bulk bottle transactions were recorded for.
Inventory Type
This field displays the type of inventory bottle involved, which is always 'Bulk' for this report.
Drug Type
This field displays the Drug Type of the bulk bottle transactions were recorded for.
Dose Type
This field displays the Dose Type of the bulk bottle transactions were recorded for.
Lot Number
This field displays the Lot Number of the bulk bottle transactions were recorded for.
Bottle Number
This field displays the Bottle Number of the bulk bottle transactions were recorded for.
Additional Info
This field displays any Additional Bottle Information for the bulk bottle transactions were recorded for. This information is entered in the 'Additional Bottle Information' field on the Add Bulk Inventory screen when new bulk bottles are added to inventory.
Starting Amount (mgs)
This field displays the amount of mgs contained in the bulk bottle when it was added to inventory with a 'Received' status.
Current Amount (mgs)
This field displays the amount of mgs contained in the bulk bottle at the time this report is generated.
Standard Unit (mgs)
This field displays the amount of mgs contained in one unit of the Drug/Dose Type combination contained in the bulk bottle. This value is pulled from the 'Mgs contained in One Unit' field on the Inventory Dispensing Rules screen for each Drug/Dose Type combination.
Current # of Units
This field displays the number of Standard Units of medication remaining in the bulk bottle at the time this report is generated.
Current Bottle Status
This field displays the current status of the bulk bottle in Methasoft. Possible statuses include 'Received' (the bottle has been added but never opened), 'Opened' (the bottle is currently open on a computer workstation), 'Partial-Closed' (the bottle is closed but contains medication), and 'Empty-Closed' (the bottle is closed and empty).
Transaction Totals
This field displays a net total of the Transaction Amount column. Since this report can be run for a date range, be careful when interpreting this value. If the date range selected in the 'From' and 'To Date' criteria fields excludes one or more transactions for a bottle, then this Transaction Total may not equal what you expect it to equal. It totals only the transactions included on the report.
Bottle ID
This parameter allows users to limit the report data to show only transactions for the bulk bottle with the bottle ID entered.
Lot Number Like
This parameter allows users to enter any part of a lot number for bottles they want to view, limiting the report to only include bottles with lot numbers containing the text entered in this field.
Bottle Number
This parameter allows users to limit report data to show only transactions for bulk bottles with the Bottle Number entered. In some facilities this will return transactions for multiple bottles, because the same bottle numbers are used repeatedly.
Entered By
This parameter allows users to limit report data to show only transactions entered by the selected user.
Drug Type
This parameter allows users to limit the report's data to only display transactions entered for the 'Drug Type' selected here.
Dose Type
This parameter allows users to limit the report's data to only display transactions entered for the 'Dose Type' selected here.
From Date
This parameter allows users to limit report data to show only transactions occurring on or after this date.
To Date
This parameter allows users to limit report data to show only transactions occurring before or on this date.
Transaction Type
This parameter allows users to limit report date to show only transactions of a particular Transaction Description.