Run Management Reports Tutorial

July 2014

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Login to InstyMeds

Go to the InstyMeds Web site at: http://web1.instymeds.com

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1. Enter Username 2. Enter Password 3. Click “Login” button

Click on “Reports”

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Report options:

Dispense Log (page 4): Provides the total number of dispenses (as well as failed dispenses).

Special Plan Summary (page 5): For sites that do Compassionate Care.

Nurse Order Entry Log (page 6):

The utilization from nurses entering prescription orders on behalf of the prescriber.

Utilization By Site (page 7): A list of all medications dispensed.

Utilization By Prescriber (page 8):

A list of all medications, sorted by prescriber, as well as the total number of dispenses per prescriber.

Site Inventory (page 9):

The current inventory, sorted by All Drugs or Controlled, within the InstyMeds dispenser and what’s in transit.

Shipment History (page 10):

Allows you to print historical shipment packing slips.

Formulary Price List (page 11): The “retail” cash price of medications on your formulary.

Dispenser Restock (page 12):

Shows if any medications need to be restocked into the InstyMeds dispenser.

1. Select the desired report. 2. Click “Go”.

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To print any of these reports, see instructions on page 13. Also have the option to export reports into an Excel Spreadsheet.

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“Dispense Log” Provides the total number of dispenses (as well as failed dispenses).

Sample “Dispense Log” Report:

How to run report: 1. Select date range for report 2. Select which medications (select all options if

you want to see all medications) 3. Select Status 4. Click “Generate Report”

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Or export to an Excel Spreadsheet.

Indicates the number of dispenses the site has had

within the date range specified.

Lists out each transaction and provides a summary at

the bottom of the report.

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“Special Plan Summary” A Compassionate Care Log

Sample “Special Plan Summary” Report:

How to run report: 1. Select your start date 2. Select your end date 3. Click “Generate Report”

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Or export to an Excel Spreadsheet.

Note: This report will only generate data if your facility has selected to provide “Compassionate Care” to patients.

Lists each transaction.

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“Nurse Order Entry Log” Utilization from nurses entering prescription orders on behalf of the prescriber.

Note: This report will only generate data if your facility has nurse order entry Sample “Nurse Order Entry Log”:

How to run report: 1. Select your date range 2. Select which medications (select all

options if you want to see all medications) 3. Select status 4. Click “Generate Report”

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Or export to an Excel Spreadsheet.

Shows each order entered and by which nurse.

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“Utilization by Site” A list of all medications dispensed.

Sample “Utilization by Site” Report:

How to run report: 1. Select your date range 2. Select the clinic 3. Click “Generate Report”

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Or export to an Excel Spreadsheet.

Lists the amount a certain medication was dispensed with the

date range specified.

Useful to keep your formulary up-to-date.

Provides the total number of dispenses at the end.

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“Utilization by Prescriber” A list of all medications, sorted by prescriber, as well as the total number of dispenses

per prescriber.

Sample “Utilization by Prescriber” – a detailed report:

Sample “Utilization by Prescriber” – a summary:

This doctor dispensed 59 medications.

How to run report: 1. Select your date range 2. Select if you want a summary instead

of the detailed report 3. Click “Generate Report”

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Or export to an Excel Spreadsheet.

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“Site Inventory” View the current inventory, sorted by All Drugs or Controlled, within the InstyMeds

dispenser and what’s in transit.

Sample “Site Inventory” Report:

How to run report: 1. Select dispenser location 2. Select which drug types 3. Select how you want report sorted 4. Click “Generate Report”

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Or export to an Excel Spreadsheet.

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“Shipment History” The Shipment History will allow you to print historical shipment packing slips.

Sample “Shipment History” Report:

How to run report: 1. Select the dispenser location 2. Select your date range 3. Click “Generate Report”

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Click “Shipment details” on report to see what was delivered.

Details of a specific shipment.

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“Formulary Price List” The “retail” cash price of medications on your formulary.

Note: Report does not represent real-time inventory. Use the “Site Inventory” report (page 9)

to view current inventory in the InstyMeds dispenser.

Sample “Formulary Price List”:

How to run report: 1. Select the clinic location 2. Click “Generate Report”

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Or export to an Excel Spreadsheet.

Same retail price as a pharmacy.

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“Dispenser Restock” Shows if any medications need to be restocked into the InstyMeds dispenser.

Sample “Dispenser Restock” Report:

Note: If dispenser has empty magazines, they will be listed on this report. If report is blank, the dispenser does not need to be restocked at this time.

See page 13 for instructions on printing reports…

How to run report: 1. Select the dispenser location 2. Click “Get Report”

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How to Print Reports… (Sample Report)

How to print report: 1. Right click anywhere on the report 2. Select “Print” 3. The print box will pop up 4. Select the “landscape orientation” for the layout. 5. Click “Print”

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