Export the Inventory

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

Generate Transfers Report

You can generate the Transfers Report from the Reports panel of the Inventory Management template. The Transfers Report displays all the information about the medications transferred from the inventory. You can set the parameters to be included in the Transfers Report on the MLTS CR Reports Prompts template for the Med Transfer Report. Note: If you do not select any criteria, the report displays all items in all grids for the selected practice. On the MLTS Reports template, expand the Reports panel. Select the Transfer Report icon. The MLTS CR Reports Prompts template for the Med Transfer Report opens. Select the Start Date and End Date fields to enter a date range. From the Practice field, select a practice. The report defaults to the practice that you are logged on to. However, you can select another practice. In the Locations panel, select the locations from the Location Name grid. The locations move to the Selected Locations grid and sub-locations for the selected locations appear

NextGen® Medication Inventory Control Help 10.6.3.0

Generating Reports

The reports in the NextGen® Medication Inventory Control help you to manage your inventory. You can generate SAP® Crystal Reports® in the Reports panel on the MLTS Reports template. You can run reports for: Inventory on Hand Recall Receipt Transfer Usage Waste Expiring Medications Low Quantity Medications Transaction Restock Each report has different criteria that you can set using the MLTS CR Reports Prompts template, to narrow the report down to what you are looking for. Criteria include: locations, sub-locations, source types, medications, National Drug Codes (NDCs), lot numbers, and so on. Note: To view the Sub-Location grids on the Crystal Reports viewer, you must enable sub-locations in the Sub-Location(s) & Par Level Configuration panel on the Admin Configuration system template. Open the Reports Template You can open the Reports template from the Specialty Config Home template. Generate Inventory On Hand Report You can generate the Inventory On Hand report from the Reports pane

NextGen® Medication Inventory Control Help 10.6.3.0

Generate Expiring Medications Report

You can generate the Expiring Medications report from the Reports panel of the Inventory Management template. The Expiring Medications report displays the medications that are either expired or about to expire. You can set the parameters to be included in the Expiring Medications report on the MLTS CR Reports Prompts template for the Expiring Medications report. Note: If you do not select any criteria, the report displays all items in all grids for the selected practice. On the MLTS Reports template, expand the Reports panel. Select the Expiring Medications icon. The MLTS CR Reports Prompts template for the Expiring Medications report opens. From the Practice field, select a practice. The report defaults to the practice that you are logged on to. However, you can select another practice. In the Locations panel, select the locations from the Location Name grid. The locations move to the Selected Locations grid, and sub-locations for the selected locations appear in the Sub-Location Name

NextGen® Medication Inventory Control Help 10.6.3.0

Create New Import File

Select the Create New Import File button. The Crystal Report Viewer opens and displays a simple report containing only column headers. Select the Export Report button in the menu bar to open a File Explorer window. Navigate to the file folder you created under the Create an Import Folder Location instructions. Select the down arrow in the Save as type field and select Microsoft Excel (97-2003) (*.xls). Enter the desired name in the File name field. Select Save. Parent topic: CSV File Path Immunization Entry

NextGen® Medication Inventory Control Help 10.6.3.0

Managing Medications in the Inventory

You can search for the medication inventory, view inventory details, and manage non-vaccine medications in the inventory. On the Inventory Management template, in the Medication Inventory panel, you can search for the medication inventory and view inventory details. The total number of items in the medication grid and the total quantity of the non-vaccine medications appear in the Grid Count and Grid Total fields respectively. You can also add, waste, adjust, and transfer non-vaccine medications in the medications grid. You can use the fields above the medication grid to filter medications based on a filter criteria. The filter criteria are specific to the selected location and sub-location, and the Sub-Location field appears only if it is configured in the Sub-Location(s) & Par Level Configuration panel on the Admin Configuration template. By default, the Source field displays ALL, and the grid remains blank until you select filter criteria. For the fields that open picklists, you can

Export the Inventory

Recommendations

Mass Inventory Update

Generate Transfers Report

Generating Reports

Generate Expiring Medications Report

Create New Import File

Managing Medications in the Inventory

Mass Inventory Update

Generate Transfers Report

Generating Reports

Generate Expiring Medications Report

Create New Import File

Managing Medications in the Inventory