Access and Update the Spreadsheet

NextGen® Medication Inventory Control Help 10.6.3.0

Export the Inventory

Select the Mass Inventory Update button below the inventory grid. The Import/Export MEDics Inventory template opens. Create an import folder location. Note: We recommend saving this under the NextGen Root and creating a folder called MEDicsInventoryReport, in file path: \\[YOUR SERVER]\NextGenRoot\MEDicsInventoryReport. Enter that file path into the Import Folder Location field. Select the Export Report button. The Enter Parameter Values window opens. It has a list of available locations in the grid on the left and selected locations in the grid on the right. Move the locations for which you want to update the inventory, to the Selected Values grid. To move all locations, click the >> button between the grids To move specific locations, select them in the Available Values grid, and select the > button. To remove all locations from the Selected Values grid, select the Remove All button. To move specific locations from the Selected Values grid, select them and select the Remove button. S

NextGen® Medication Inventory Control Help 10.6.3.0

Mass Inventory Update

Use the Mass Inventory Update button to manage complete inventory data through the use of a Microsoft Excel spreadsheet. The main steps in this process are: Export your inventory to an excel spreadsheet. Update medication quantities in the spreadsheet. Import the updated spreadsheet to update the medications quantities in inventory. Note: We recommend that you store the exported reports and files in a location that the database server can access, such as the NextGen EMR folder. This is detailed further in the workflow below. Export the Inventory Access and Update the Spreadsheet Parent topic: Managing Medications in the Inventory

NextGen® Medication Inventory Control Help 10.6.3.0

Import Inventory Adjustments

Once all the quantities have been adjusted on the spreadsheet, and it’s been saved to the file folder as a Tab delimited, the inventory can be re-imported to automatically adjust existing quantities. Open the Inventory Management template. Select the Mass Inventory Update button to launch the MLTS inv Imp Exp Config template. Enter the inventory txt file name into the Import Filename field. Select the Load button. The inventory uploads to the grid. Medications with adjusted quantities appear at the top. Discrepancies No Discrepancies Update an Adjusted Medication Delete an Adjusted Medication Send Adjusted Medication Quantities to the Main Inventory Parent topic: Managing Medications in the Inventory

NextGen® Medication Inventory Control Help 10.6.3.0

Update an Adjusted Medication

Once the grid loads with the medication and adjusted quantities, you can update the quantity before sending it to the main inventory grid. Select the medication from the grid. The number in the New Qty column into the New Quantity field below the grid. Change the quantity in the New Quantity field. Select Update. Parent topic: Import Inventory Adjustments

NextGen® Medication Inventory Control Help 10.6.3.0

Adjust Medications

You can adjust the quantity of non-vaccine medications in the medication inventory. On the Inventory Management template, expand the Medication Inventory panel. Select the Adjust option below the medication grid. The fields below the medication grid, except the Qty field, are disabled for editing. The Reason for Adjustment field and Adjust Quantity button appear below the medication grid. Filter the medications displayed in the grid for selecting the desired medication. Select the medication to be adjusted from the medication grid. The following fields are automatically filled based on the selected medication. Source Drug Name Manufacturer NDC Lot# JCode Unit Type Expiration Dt Barcode In the Qty field, enter the quantity to be adjusted in the inventory. Note: To adjust the quantity by a negative amount, you can add a negative sign to the quantity. Select the Reason for Adjustment field, select a reason from the adjustment window, and then select OK. The Adjust Quantity button is enabl

NextGen® Medication Inventory Control Help 10.6.3.0

Mass Inventory Update

Use the Mass Inventory Update panel to enable mass inventory updates and configure user rights to perform mass updates. A user with mass update rights can use an excel spreadsheet of inventory, suppliers, and manufacturers to update several medications at one time rather than updating each medication individually. When the Use Mass Inventory Update check box is marked, users who have mass inventory update rights see the Mass Inventory Update check box under the Inventory grid on the Inventory Management template. Enable Mass Inventory Update Feature Add Mass Inventory Update Users Inactivate a Mass Inventory Update Rights for a User Parent topic: Admin Configuration Template

Access and Update the Spreadsheet

Recommendations

Export the Inventory

Mass Inventory Update

Import Inventory Adjustments

Update an Adjusted Medication

Adjust Medications

Mass Inventory Update

Access and Update the Spreadsheet

Export the Inventory

Mass Inventory Update

Import Inventory Adjustments

Update an Adjusted Medication

Adjust Medications

Mass Inventory Update