Report:  DEA Summary

 

(Topic Last Updated On:  05/05/2010)

 

This report displays a summary of all dispensing activity over a selected date range, including mg totals dispensed for each date and Starting, Received, Dispensed, and Ending mg totals for a selected date range for each 'Drug Type'/'Dose Type' combination.  The overall summary presents a DEA-style audit for the selected date range, calculating the percent deviation of the Ending (calc) total from the Ending (comp) total.  This report is often viewed and/or printed on a quarterly or biannual basis to ensure inventory accounting is in order for upcoming DEA audits.  Sometimes this report is presented to the DEA and/or other auditing agencies.

 

 

Report Column Explanations

 

Dose Date

This column displays each date included in the selected date range on which medication was dispensed to patients on the Dose Patient screen.

(Dose Types)

These columns appear for each 'Dose Type' dispensed at your facility, allowing totals to be displayed separately for each.

Total Mgs

This column appears in the 'Daily Dispensed Summary (Mgs)' section of the report, and displays the total number of mgs dispensed to patients from all dose types on each 'Dose Date'.

 

Report Field Explanations

 

Daily Dispensed Summary (Mgs)

This field serves as a header under which dispensing totals are displayed for each 'Dose Date' included in the selected date range.

(Drug Type)

This field serves as a header at the top of the 'Daily Dispensed Summary (Mgs)' section of the report, and displays the 'Drug Type' of the transactions presented below it.

Total Dispensed

This field displays the mg totals for each 'Dose Type' column in the 'Daily Dispensed Summary (Mgs)' section of the report.

Overall Inventory Summary (Mgs) (Drug Type)

This field serves as a header under which DEA-style audit totals are displayed for each 'Dose Type' for the selected date range.

Starting

This field displays the amount of mgs for each 'Dose Type' in inventory at the start of the first day selected in the date range.  These value are stored off each night by Nightly Processes and can also be viewed on the Inventory Bulk History and Inventory Unit History reports.

Received

This field displays the amount of mgs received in shipments from the manufacturer for each 'Dose Type' during the selected date range.  Shipments are added on the Add Bulk Inventory screen.

Dispensed

This field displays the amount of mgs dispensed to patients on the Dose Patient screen during the selected date range for each 'Dose Type'.

Ending (calc)

This field displays the theoretical ending amount of mgs that should be on hand based purely on the 'Starting' mgs + 'Received' mgs - 'Dispensed' mgs for each 'Dose Type'.

Ending (comp)

This field displays the amount of mgs for each 'Dose Type' in inventory at the end of the last day selected in the date range.  These value are stored off each night by Nightly Processes and can also be viewed on the Inventory Bulk History and Inventory Unit History reports.

% Deviation

This field displays the percentage by which the 'Ending (calc)' value differs from the 'Ending (comp)' value.  This percentage is calculated by dividing the mg difference between these values by the 'Dispensed' amount, then multiplying this result by 100.

Bottle Diff

This field displays the net total amount of 'Bottle Differences' for the selected date range, which are recorded in the system when liquid bottles are switched on the Switch Bulk Bottles screen.  A 'Bottle Difference' is the difference between the 'Current Bottle Amount (Computer)' value and the 'Actual Bottle Amount (Measured)' value entered on the Switch Bulk Bottles screen.

% Dev w/Diff

This field displays the percentage by which the 'Ending (calc)' value differs from the 'Ending (comp)' value, but while taking Bottle Differences into account.  The calculation is the same, except the net total of Bottle Differences is either added to or subtracted from (depending on whether it is a negative shortage or positive overage) each dose type's 'Starting' amount.

Dispensed Summary

This field serves as a header under which a breakdown of the total mg amount dispensed from Bulk and Unit inventory for each 'Dose Type' is displayed.

Bulk Inv. Doses

This field displays the quantity of daily doses dispensed from Bulk inventory for each 'Dose Type' over the selected date range.

Bulk Inv. Mgs

This field displays the amount of mgs dispensed from Bulk inventory for each 'Dose Type' over the selected date range.

Unit Inv. Doses

This field displays the quantity of daily doses dispensed from Unit inventory for each 'Dose Type' over the selected date range.

Unit Inv. Mgs

This field displays the amount of mgs dispensed from Unit inventory for each 'Dose Type' over the selected date range.

 

Criteria Explanations

 

From Date

This parameter is used for selecting the 'Starting' date of the date range being audited.

To Date

This parameter is used for selecting the 'Ending' date of the date range being audited.