NextGen Knowledge Center

Generate Inventory On Hand Report

You can generate the Inventory On Hand report from the Reports panel of the Inventory Management template.

The Inventory On Hand report displays all the details about medications currently available in the inventory.
You can set the parameters to be included in the Inventory On Hand report on the MLTS CR Reports Prompts template for the Inventory On Hand report.
  1. On the MLTS Reports template, expand the Reports panel.
  2. Select the Inventory On Hand report icon.
    The MLTS CR Reports Prompts template for the Inventory On Hand report opens.

  3. 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.
  4. 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 grid.
  5. Select the required sub-locations in the Sub-Location Name grid.
    The sub-locations move to the Selected Sub-Locations grid.
  6. In the Medications panel, select the source types from the Source grid.
    The sources move to the Selected Sources grid.
  7. In Report Options, select one of the following:
    Blank
    displays all medications in the inventory on the report.
    Show Zero Qty
    displays the out-of-stock medications on the report.
    Show Expired
    displays all expired medications on the report.
    Show Zero Quantity and Expired Drugs
    displays medications that are expired and out of stock on the report.
  8. Select the medications from the Drug Name grid.
    The medications move to the Selected Drugs grid, and the lot numbers and NDCs of the selected medications appear in the corresponding grids.
  9. Select the required NDCs from the NDC grid.
    The selected NDCs move to the Selected NDCs grid.
  10. Select the lot numbers from the Lotnum grid.
    The lot numbers move to the Selected Lot# grid.
  11. Select either Generate Report or OK.
    The report is generated as per the selected criteria.