OptiFlex Materials Manager. #3 v mar 14 MON. User Guide

Transcription

1 OptiFlex Materials Manager #3 v mar 14 MON User Guide

2 About Omnicell Established in 1992, Omnicell (NASDAQ: OMCL) is a leading provider of patient safety solutions preferred by nurses. Improving patient care by enhancing operational efficiency, Omnicell solutions are used throughout the healthcare facility in the pharmacy, nursing units, surgical services, cath lab, and all the way to the patient s bedside. The company's MedGuard line of solutions for the medication-use process includes systems for physician order management, automated pharmacy retrieval, medication packaging, medication dispensing, and nursing workflow automation with bar code medication administration. For the medical-surgical supply chain, Omnicell's OptiFlex product line provides open bar code systems, cabinet-based supply management, integrated open and cabinet-based systems, and Web-based procurement. More than 1,500 healthcare facilities use Omnicell solutions to help reduce medication errors, operate more efficiently, and decrease costs--ultimately contributing to improved clinical and financial outcomes. For more information, visit This guide and accompanying software and/or hardware described in it are protected under copyright laws and may not be copied, wholly or in part, without the express written consent of Omnicell, Inc. The same proprietary and copyright notices must be attached to any permitted copies as were attached to the original works. OMNICELL and the OMNICELL design mark, DECISIONCENTER, MEDGUARD, OMNIBUYER, OMNICENTER, OMNIEVOLVE, OMNIGATE, OMNILINKRX, OMNIRX, OMNISUPPLIER, OPTIFLEX, SAFETYMED, SAFETYPAK, SAFETYSTOCK, SECUREVAULT, SURE-MED, TOUCH & GO, and WORKFLOWRX are trademarks or registered trademarks of Omnicell, Inc. in the United States and internationally. All other trademarks and trade names are the property of their respective owners Omnicell, Inc. All rights reserved. XX-XXXX

3 OptiFlex TOC 1 1. TOC Login to OptiFlex ICM Login to OptiFlex ScanReq Specify Hospital Settings Specify Department / PAR Specify Users Specify Rooms Select Room then Patient (Add Patient) Select Room with Patient then Empty Room (Remove/Transfer) Define Facility Items View Master DB Items Not in Selected PAR Add Non-Master DB Items Create Item Xref with ICM Create Item Xref with ScanReq Facility Charge Procedures Facility Item Categories Add Category Add Item to Category Modify a PAR Kit Add Items Fast Add Items Fast and Edit Delete Items Create a Kit Deactivate Print label Add PAR Items From Facility Item Master From Other PAR Modify PAR Item Parameters Print PAR Item Bin Labels Assign PAR Item Cabinet Bin Remove Item from PAR Manual Order (Item) Configure Example: ICM Field To Order Example: ICM Pocket Pro Scanner Scan Item Connect with ActiveSync Download Data View Transaction Details in ICM Example: ICM Videx Pro Scanner Scan items Download Data View Transaction Details in ICM Example: ScanReq Scanner/Touchscreen (1) USAGE (No RECEIPT / No REORDER)

4 2 OptiFlex TOC Configure Example Initialize Values ScanReq: Issue Items ICM: Generate an Order ICM: View Closed Receipt (1a) USAGE / RECEIPT (No REORDER) Configure Example Initialize Values ScanReq: Issue Items ICM: Generate an Order ICM: View Open Receipt ScanReq: Receive Partial Quantity ICM/ScanReq: View Closed Receipt / To Order = (1b) USAGE / RECEIPT / REORDER Configure Example Initialize Values ScanReq: Issue Items ICM: Generate an Order ICM: View Open Receipt ScanReq: Receive Partial Quantity ICM/ScanReq: View Closed Receipt / To Order = Non-received Quantity (2a) MIN / RECEIPT Configure Example Initialize Values ScanReq: Issue Items ICM: Generate an Order ICM: View Open Receipt ScanReq: Receive Partial Quantity ICM/ScanReq: View Closed Receipt / To Order = Reorder: Quantity ordered = (2b) MIN / RECEIPT / BACKORDER Configure Example Initialize Values ScanReq: Issue Items ICM: Generate an Order ICM: View Open Receipt ScanReq: Receive Partial Quantity ICM/ScanReq: View OPEN Receipt / To Order = Reorder: Quantity ordered = Initialize Manual Item Order USAGE MIN

5 OptiFlex TOC 3 Min/Max OnHand ICM Inv/Count: Pocket Pro OnHand ICM Inv/Count: Videx Pro OnHand ScanReq Inventory/Count Monitor: USAGE Monitor: MIN in Critical Reports SQL Server: Enable ICM: Set critical level Start CriticalReport.exe Report generation Print Monitor: MIN in ICM Inventory Management Dialog Reports Monitor: MIN with ScanReq Inventory Adjust Quantities: MANUAL Order ICM (To Order) View/Order Inventory dialog field To Order Pocket Pro Scanner Videx Scanner ScanReq Adjust Quantities: USAGE ICM (To Order) View/Order Inventory dialog field To Order Pocket Pro Scanner Videx Scanner ScanReq Adjust Quantities: MIN ICM: Min/Max ICM: OnHand: Inventory (Outstanding Orders) Pocket Pro Videx Pro ICM: OnHand: Count (No Outstanding Orders) Pocket Pro Videx Pro ICM: ToOrder View/Order Inventory dialog field To Order Pocket Pro Scanner Videx Scanner ScanReq: OnHand ScanReq: ToOrder ICM: Generate Order Facility/Dept/PAR Items Selected par items Orders: ICM: View Changes USAGE MIN

6 4 OptiFlex TOC if ToOrder Was Set if ToOrder Was Not Set Orders: ICM: View/Print Receipt Automatically Print Manual Preview/Print Preview Print (to the Default Printer) Access Receipt ICM Scanreq Scan the Order Receipt Scan the Item Label Select Receipt from List Confirm Receipt (Accept/Adjust/Cancel) ICM: Cancel Receipt ScanReq: Accept Receipt ScanReq: Cancel Receipt Changes Accept Receipt Item Accept Partial Quantity of Receipt Items Accept 0 of Receipt Item View Changes (ICM) (1a) USAGE / receipt (no reorder) (1b) USAGE / receipt / reorder (2a) MIN / RECEIPT (close backorder) (2b) MIN / RECEIPT / BACKORDER Generate Reports Select Facility / Report Type Select Output Device Enter Required Info Report Viewer: Print to Network Printer Export: Acrobat Format (PDF) Character-Separated Values Comma-Separated Values (CSV) Crystal Reports (RPT) Excel (5.0/7.0/8.0, Extended) Paginated Text Rich Text (Exact) Format Tab-Separated Text Tab-Separated Values Text XML View Reports in Report Viewer Refresh Preview Drill Down Size Page Search

7 OptiFlex TOC 5 Field Information Copy Field Values Freeze Pane Discrepancy Reports Discrepancy by PAR, Date, Cost w/ Neg. Qty for Patient Charge.6.14 Discrepancy Report All Items Discrepancy Report Chargeable Items Only Discrepancy Report By PAR and Date Discrepancy Report By PAR and Date with Cost Discrepancy Report By PAR and Date with Cost for Patient Charge Discrepancy Usage vs. Order Inventory Reports Downtime Inventory Bar Codes Used for Scanning All Items Downtime Inventory Bar Codes Used for Scanning Patient Chargeable Items Inventory Bar Codes for All Items Inventory Bar Codes for Patient Chargeable and Critical Items Inventory Bar Codes for Patient Chargeable Items Inventory Bar Codes Used for Manual Order Items Inventory Bar Codes used for Scanning Inventory Bar Codes used for Scanning Chargeable Items Inventory Bar Codes used for Scanning Non-chargeable Items Inventory by Department by Par Inventory by Department by Par Consigned Inventory by Department by Par Owned Inventory by Department by Par w/ Dept Name Inventory Issue Price Consignment Items Inventory Issue Price in Descending Order Inventory Issue Price Owned Inventory or Count Transactions Inventory Usage Summary Inventory Usage Summary by Doctor Inventory with Issue cost of $ Item Charge Information by Dept by PAR Item Inquiry by Item # with Dept/PAR Location Total of Qty Item Inquiry for Department and Par Location Item Master Inquiry Items without Cross References Physical Inventory Report for Inventory Function Shelf Labels Avery Shelf Labels OM Kit/Procedure Reports Kits list by Department Kits list by Department with barcodes Patient Reports Audit Report for Outpatient Charging Audit Report for Patient Charging Audit Report for Patient Issues - All Audit Report for Patient Issues Not Posted Audit Report for Patient Issues - Posted

8 6 OptiFlex TOC Patient Charges by Department by PAR Posted Charges Patient Scan Report Transaction Report by Individual Patient and Date Range Requisition Reports Items On Order Items That Need to be Ordered Open Orders by Vendor Open Orders with Total Lines Order Summary Receipts by PAR/Dept Requisition Exceptions Requisition Information by Department by Par Requisitions That Could Not Be Completed Transaction Reports Credited Items Item Usage By Vendor Lot/Serial Number Usage Report Patient Report of Lot/Serial #s by Date Range Skipped Charges Transactions by Item # Transactions by PAR Location with Patient Information Transactions by PAR Location User Log Information OR/Cath Lab Reports Cost of Supplies by Doctor Patient and Day Implant/Special Items Report OR Items Charged but not on Pref Card OR Supply Cost by Doctor OR Supply Cost By Procedure Procedure Time By Doctor Procedure Time By Procedure LOF INDEX

9 Login to OptiFlex ICM OptiFlex Login to OptiFlex ICM On the desktop, click the OptiFlex Launch icon. 2. Click/touch Launch ICM. 3. Enter Username and Password. To create a new user, see page Click/touch OK. The ICM main dialog appears. Figure 2.1: OptiFlex launcher and login Figure 2.2: ICM main dialog

10 2.2 OptiFlex Login to OptiFlex ScanReq Login to OptiFlex ScanReq 1. On the desktop, click the OptiFlex Launch icon. Click/touch Launch OptiFlex. 2. When login is required, the ICM login dialog will appear. Enter User Name and Password. Click/touch OK. The ScanReq dialog appears. Figure 2.3: ScanReq Login (optional)

11 OptiFlex Login to OptiFlex ScanReq Click MM. MM appears for a split second at the bottom of the dialog. Then the ScanReq MM main dialog appears. Figure 2.4: ScanReq main dialog Figure 2.5: ScanReq MM main dialog

12 2.4 OptiFlex Login to OptiFlex ScanReq

13 OptiFlex Specify Hospital Settings 3.1 Specify Hospital Settings 1. In the ICM main dialog: Click/touch Hospital Setup Parms. The dialog System and Program Settings appears. 2. Enter a unique Company Name. Enter an Address. 3. Enter the System Information. Figure 3.1: Dialog System and Program Settings Field Name Label Printer Show Purchase Unit of Measure on Shelf Labels Facility ID Reports Folder Server Name Database Name Label printer. Check to print purchase unit of measure information on shelf labels. The facility identifier in the OptiFlex database. Location of ICM module Reports. Name or IP address of the OptiFlex database server. Name of the OptiFlex database. Table 3.1: System Information

14 3.2 OptiFlex Specify Hospital Settings 4. To add a broadcase message, click Add Comment. 5. To delete a broadcase messag, click Delete Comment. Figure 3.2: User login screen with broadcast message Field Name Sequence FacilityID Comment Active Defines the message order. Defines the facility the message will appear in. Set to for all facilities. Broadcast message text. If NOT checked: The message will not appear. Table 3.2: Broadcast Messages

15 OptiFlex Specify Hospital Settings 3.3 Facility settings cannot be changed. The settings are described in the table below. Figure 3.3: Dialog Facility Settings. Field Name ADT Code Expense Entity Code Dept PAR Track Usage Update Patient Charge Flag Based on Setting from Item Master Update Interface Inactivate Items Missing In the Item Master Update Interface Facility name. Unique facility HL7 ADT code. Facility requisition code. Default charge department. Default facility charge PAR. If checked: TRACK (MIN) order quantity algorithm. If checked: USAGE order quantity algorithm. If checked: Interface updates the charge flag based on the Item Master Update. If checked: Items missing from the Item Master update are inactive. Table 3.3: Facility Settings

16 3.4 OptiFlex Specify Department / PAR Specify Department / PAR 1. In the ICM main dialog: Click/touch Dept/PAR Setup. The dialog Department / PAR Setup appears. 2. To add a department, click/touch Add dept. The dialog Enter Department Information appears. 3. Enter the Dept #, the Dept description, and click OK. Figure 3.4: Dialog Department / PAR Setup Figure 3.5: Dialog Enter Department Information Field Name Order by Dept or PAR Order PAR Active Allows Materials Management to determine how orders will be placed; The user can select either PAR or Dept. Allows Materials Management to determine whether a department is active or inactive; A department is active if this field has a check. Table 3.4: Department fields

17 OptiFlex Specify Department / PAR To add a PAR: Click/touch Add PAR. The dialog Enter PAR Information appears. 2. Enter the PAR #. 3. Enter the PAR description. 4. Click OK. 5. Edit the PAR fields shown in the following table. Figure 3.6: Dialog Enter PAR Information Field Name PAR Charge Dept Req Dept Order Method Stock Order PAR Non-Stock Order PAR Usage Receipt Close Back Order Order in PUOM Convert Receipt PUOM Active PAR number. PAR description. Department that is charged. Requisition department (if not selected department). TRACK or USAGE. Order PAR from which stock items are obtained. Order PAR from which non-stock items are obtained. If checked: USAGE receipts generated (see (1a) USAGE / RECEIPT (No REORDER) (page 5.9) and (1b) USAGE / RECEIPT / REORDER (page 5.14)). If checked: TRACK (MIN) backorders are closed ( (2a) MIN / RECEIPT (page 5.20)). If checked: Order stock items in PUOM (purchase unit of measure) (not issue unit of measure). If checked: Display quantities on receipt in PUOM. Allows Materials Management to determine whether a PAR location is active or inactive for a particular department. A PAR is active if this field has a check. Table 3.5: PAR fields

18 3.6 OptiFlex Specify Users Specify Users 1. In the ICM main dialog: Click/touch Users. The dialog Add or Edit User Information appears. Click on column heading to order by that column. 2. To change the password click Change Password. 3. Enter the username. 4. Enter the new password. 5. Verify (enter a second time) the new password. 6. Click/touch OK. Figure 3.7: Dialog Add or Edit User Information Figure 3.8: Dialog Change Password

19 OptiFlex Specify Users 3.7 To add a user 1. Click/touch Add User. 2. Enter the user ID. 3. Enter the password. 4. Verify the password. 5. Click/touch OK. 6. Specify the following FacilityID First Name Last Name Emp Type Administrator (Yes/No) Active (Yes/No) Figure 3.9: Dialog Edit User Information

20 3.8 OptiFlex Specify Users To edit a user profile: 1. Click/touch User Profile. The dialog Setup User Profile for (name) appears. 2. Select the user permissions. Note that an upper level checkbox must be checked to add any checked sub-permissions. 3. Click Return. Figure 3.10: Dialog Set User Permissions

21 OptiFlex Specify Users 3.9 To print user labels: 1. For only a portion of users: Select the users. 2. Click/touch Print Labels. The dialog Print User Labels appears. 3. Click/touch Selected Users or All users. 4. Enter the number of labels to print. 5. To print to a label printer: Select the label printer under Print Report Using. Click Print to Label Printer. 6. To print via the report viewer: Click Print Report. The report view appears. Selec the printer. Click/touch Print. Figure 3.11: Dialog Print User Labels

22 3.10 OptiFlex Specify Rooms Specify Rooms 1. In the ICM main dialog: Click/touch Room Maintenance. The dialog Room Maintenance appears. 2. Select the facility. To assign room to Dept/PAR 1. Select a room. 2. Click/touch Room Dept/PAR. The dialog Select Department and PAR appears. 3. Select the Dept/PAR. 4. Click/touch OK. To unassign a room to Dept/PAR 1. Select a room. 2. Click/touch Room Dept/PAR. The dialog Select Department and PAR appears. 3. Click Remove. 4. Click/touch OK. Figure 3.12: PAR rooms

23 OptiFlex Specify Rooms 3.11 To Transfer patient in room to empty room do one of the following. Select Room then Patient (Add Patient) 1. Select the empty room (place cursor). 2. Click Add Patient. The dialog Select Patient to Add appears. 3. Select the patient. 4. Click OK. The patient is transferred. Select Room with Patient then Empty Room (Remove/Transfer) 1. Select the room with a patient (place cursor). 2. Click Remove/Transfer. The dialog Select Transaction Type appears. 3. Select Transfer. 4. Select the room. 5. Click OK. The patient is transferred. To Remove a patient from room 1. Select the room with a patient (place cursor). 2. Click Remove/Transfer. The dialog Select Transaction Type appears. 3. Select Remove from Room. 4. Click OK. The patient is removed. Figure 3.13: Dialog Select Patient to Add Figure 3.14: Dialog Select Transaction Type Figure 3.15: Dialog Select Transaction Type

24 3.12 OptiFlex Specify Rooms

25 OptiFlex Define Facility Items 4.1 Define Facility Items View Master DB Items Not in Selected PAR 1. Click View/Order Inventory. 2. Click Add/Edit/Remove Items. Items in the master DB are shown under Available Items. Figure 4.1: Master DB Available Items

26 4.2 OptiFlex Define Facility Items Add Non-Master DB Items 1. Click Item/Procedures. 2. Select tab Item Master. 3. Click Add Item. 4. Enter required info. 5. Click Add. Item is added and shown in dialog Item Master. Figure 4.2: Dialog Add Item Master Figure 4.3: Dialog Item Master

27 OptiFlex Define Facility Items 4.3 Create Item Xref with ICM Create a cross-reference to the manufacturer s bar code with ICM. 1. Click View/Order Inventory. 2. Select the item in Inventory Detail. 3. Click XRef Item. The dialog Cross Reference for Item xxx appears. 4. To enter the manufacturer s bar code in field Scan or Enter Cross Ref Barcode for xxxxx: Do one of the following: Scan the manufacturer s bar code on the item. Type the bar code and click ENTER. 5. Click OK. The product number is created automatically. Figure 4.4: Dialog Cross Reference for Item xxxxxx

28 4.4 OptiFlex Define Facility Items Create Item Xref with ScanReq A cross reference created in ScanReq is created at a PAR, but can be used at any PAR. 1. Click MM. 2. Click Setup Dept. 3. Enter the username and password and click ENTER. 4. In tab Station Settings: Click Cross Reference Setup. The dialog Generate Cross Reference appears. 5. For Scan or Enter Item Barcode: Do one of the following: Scan the PAR bar code label Enter (6 digits + ENTER) the item number. 6. For Scan or Enter Manufacturer Barcode for this Item: Do one of the following: Scan the manufacturer s bar code label (on the item) Enter (+ ENTER) manually the manufacturer s number. 7. Click OK. Figure 4.5: Dialog Generate Cross Reference

29 OptiFlex Define Facility Items 4.5 Facility Charge Procedures 1. Click Item/Procedures. 2. Select tab Charge Procedures. 3. Click Add Item. The dialog Add Charge Procedure appears. 4. Enter the required info. 5. Click Add. The charge procedure is added. Figure 4.6: Dialog Add Charge Procedure Figure 4.7: Added charge procedure

30 4.6 OptiFlex Define Facility Items Facility Item Categories Items can be categorized for use with TotalTouch. Add Category 1. In ICM: Click on Item categories. 2. Select the facility. 3. Select the category to add the new category (as a subcategory) to. 4. Click Add a category. 5. Enter the category description. 6. Click Add. Figure 4.8: Add TotalTouch category fields

31 OptiFlex Define Facility Items 4.7 Add Item to Category 1. Select the category. 2. Select Add/remove item. The dialog Add items to a category appears. 3. Select the department. 4. Check the inventory items to include. 5. Click Save changes. 6. Click the item category. The new items are shown. Figure 4.9: Included category inventory items Figure 4.10: New items in a category

32 4.8 OptiFlex Define Facility Items Modify a PAR Kit 1. In ICM: Click Kit Setup. The dialog Kit Setup appears. 2. From the drop-down list Select Kit: Select the kit. 3. To add an item: Under ALL INVENTORY ITEMS: Check the checkbox Include for the item. Add Items Fast 1. Enter an item number in field Find Item. 2. Click Enter. The item is added to the kit. The cursor returns to the field Find Item. Add Items Fast and Edit 1. Enter an item number in field Find Item. 2. Click Enter. The item is added to the kit. The cursor moves to the field Quantity. 3. Edit the quantity. 4. Click Enter. The cursor returns to field Find Item. Delete Items 1. To delete an item: Under KIT X ITEMS: Do NOT check the checkbox Active for the item. Figure 4.11: Selected kit Figure 4.12: Add Options

33 OptiFlex Define Facility Items 4.9 Create a Kit 1. In ICM: Click Kit Setup. The dialog Kit Setup appears. 2. Click Build New Kit. 3. Select the kit department/par. 4. Enter the kit description. 5. Click OK. Deactivate 1. Click Deactivate to deactivate the kit. Print label 1. Click Print Kit Label to print the kit bar code label. Figure 4.13: Dialog for a new kit

34 4.10 OptiFlex Define Facility Items Add PAR Items From Facility Item Master 1. In ICM: Click View/Order Inventory. 2. Click Add/Edit/Remove Items. 3. To use default values: Check checkbox Use Default Values. Under Default Values for Added Items: Select the defaults for added items. 4. Under Available Items: Select the item(s). Use CTRL to select multiple items. 5. Select the Dept/PAR. 6. Click Add Selected Item to Par. From Other PAR 1. In ICM: Click View/Order Inventory. 2. Click Add/Edit/Remove Items. 3. Select the Facility. 4. Select the Dept/PAR. 5. Click Copy. A verification dialog appears. 6. Click Yes. Items that did not already exist in the target PAR are copied. The dialog Copy Finished appears. 7. Click OK. Figure 4.14: Adding items to PAR

35 OptiFlex Define Facility Items 4.11 Modify PAR Item Parameters The item parameters are shown in EDIT ITEM DETAIL INFORMATION. FIELD Item ID Min Max Crit Lvl Issue UOM Chg Pat Charge Number Man Order Stock Item Track Lot # Track Serial # Consign item Bin Location Vendor Item Mfg. Item DESCRIPTION Unique item ID. Item description. Minimum quantity. Maximum quantity. Critical level. Unit of measure. If checked: Item is charged to patient. Item charge number. If checked: Item is manual order (see Manual Item Order (page 5.32)) If checked: Item is stock item. If checked: Lot numbers are tracked. If checked: Serial numbers are tracked. If checked: Item is consigned (purchased after use). Warehouse location of stock item. Vendor item number. Manufacturer item number Table 4.1: EDIT ITEM DETAIL INFORMATION

36 4.12 OptiFlex Define Facility Items Print PAR Item Bin Labels 1. In ICM: Click View/Order Inventory. 2. Click Print Labels. The dialog Print Labels appears. 3. Make the required selections. 4. Click Print. Figure 4.15: print labels

37 OptiFlex Define Facility Items 4.13 Assign PAR Item Cabinet Bin 1. In ScanReq: Click MM. 2. Click Assign Bin. The dialog Find the item for Omni Bin Assignment. appears. 3. Click the bin green button. 4. Select the item. 5. Click Assign. The dialog Verify Bin Assignment appears. 6. Click Assign. The bin is assigned. Remove Item from PAR 1. In ICM: Click View/Order Inventory. 2. Click Add/Edit/Remove Items. 3. Select the Facility. 4. Select the Dept/PAR. 5. In EDIT ITEM DETAIL INFORMATION: Select the item(s). 6. Click Remove Selected Items from PAR. A verification dialog appears. 7. Click OK. Figure 4.16: Dialog Find the item for Omni Bin Assignment

38 4.14 OptiFlex Define Facility Items

39 Manual Order (Item) OptiFlex Manual Order (Item) 5.1 An item is ordered if the amount is specified manually by Changing the value of ICM dialog Inventory Management field To Order. Placing an order with an ICM scanner (Pocket Pro or Videx Pro). Placing an order in ScanReq. Configure 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Click Add/Edit/Remove Items. The dialog Add/Remove/Edit Items for Dept/PAR appears. 3. For the item: Check the checkbox Man Order. 4. Click Exit. Note the checkbox Manual Order in dialog Inventory Management. Example: ICM Field To Order 1. In ICM dialog Inventory Management: Set the value of To Order. 2. Order the inventory. The quantity specified in To Order overrides the quantity generated by the PAR order quantity algorithm. Figure 5.1: Checkbox Man Order Figure 5.2: Checkbox Manual Order Figure 5.3: Set value of To Order

40 5.2 OptiFlex Manual Order (Item) Example: ICM Pocket Pro Scanner Scan Item 1. On the PocketPro: Click Start/Programs/ScanMat. 2. Click on Order. 3. Press the yellow button to scan. 4. Enter the item quantity. 5. Press Enter. 6. Click Exit. 7. Click Exit (exit ScanMat). Connect with ActiveSync 8. On the OptiFlex PC: Start ActiveSync (in the Windows start menu; should already be started). 9. Place PocketPro in the cradle. After several seconds a connection is established. Do not setup a partnership. Download Data 10.Double-click on the desktop PocketPRO icon. The dialog PocketPro appears. 11. Click Process. The data is transferred. After several minutes the process complete message appears. View Transaction Details in ICM 12.In ICM: Click Refresh. To Order has been updated. Figure 5.4: PocketPro dialog message Message complete

41 OptiFlex Manual Order (Item) 5.3 Example: ICM Videx Pro Scanner Scan items 1. On the Videx: Click Scan. 2. Click on 2 to perform an item order. 3. Scan the item. 4. Enter the quantity. 5. Click ENT (yellow button). Download Data 6. Click Input Data. 7. Put the Videx in the base. 8. Click the scan button (on the Videx) to turn on the Videx. 9. Click OK. The dialog Communications Progress appears. The message Process complete appears. View Transaction Details in ICM 10.Verify in ICM that the item To Order has changed (click Refresh). Figure 5.5: Dialog Communications Progress Figure 5.6: Message Process Complete

42 5.4 OptiFlex Manual Order (Item) Example: ScanReq Scanner/Touchscreen 1. In ScanReq: Click MM. 2. Click/touch Order Items. 3. Scan or enter the item number. 4. Enter the quantity. 5. Click/touch Order Quantity Entered. The quantity can be seen in the ICM dialog Inventory Management field To Order. Figure 5.7: ScanReq dialog Order Items

43 OptiFlex (1) USAGE (No RECEIPT / No REORDER) 5.5 (1) USAGE (No RECEIPT / No REOR- DER) An item is ordered if any item quantity was issued since the last order. To Order = Quantity scanned since the last order (set to zero when an order is generated). Prv Order = Quantity of the previous order (set to To Order when an order is generated). Receipts are generated. However, these receipts are closed, and are NOT editted in ScanReq. Therefore, no record is kept of what was actually received. Configure 1. In ICM: Click Dept/PAR Setup. The dialog Department / PAR setup appears. 2. Under PARs: Select order method USAGE. 3. Do NOT check Usage Receipt. 4. Do NOT check Close Back Order. 5. Click Main Menu. Figure 5.8: ICM settings for USAGE

44 5.6 OptiFlex (1) USAGE (No RECEIPT / No REORDER) Example Initialize Values 1. Ensure that the item is not manual order (see Manual Order (Item) (page 5.1)). 2. For an item: Use SQL Server to set PlaceOnOrder (To Order) = 0 PreviousOrder (Prv Order) = 0 3. Restart ICM/ScanReq. ScanReq: Issue Items 4. In ScanReq: Issue 5 of the above items. 5. Click Done With This Patient. 6. In ICM: Click Refresh. Note the inventory detail changes. Figure 5.9: Using SQL Server to initialize values Figure 5.10: Issue 5 items Figure 5.11: Inventory detail for 5 issued items

45 OptiFlex (1) USAGE (No RECEIPT / No REORDER) 5.7 ICM: Generate an Order 7. In ICM dialog Inventory Management: Select the item. 8. Click Order Inventory. 9. Select Order Selected Items From InvSys. 10.Click Order. 11.Refresh the inventory detail Figure 5.12: Dialog Inventory Requisition Figure 5.13: Prv Ordr in inventory detail

46 5.8 OptiFlex (1) USAGE (No RECEIPT / No REORDER) ICM: View Closed Receipt 12.In ICM: Click on Receipts. 13.Do NOT check View Open Receipts. 14.Note the closed receipt. 15.In ScanReq: Click MM. 16.Click Receipts. 17.In the drop-down list Scan/Key Item OR Select Receipt: Note that the receipt is not shown. Figure 5.14: Closed receipt in ICM Figure 5.15: No receipt in scanreq

47 OptiFlex (1a) USAGE / RECEIPT (No REORDER) 5.9 (1a) USAGE / RECEIPT (No REOR- DER) An item is ordered if any item quantity was issued since the last order. To Order = Quantity scanned since the last order (set to zero when an order is generated). Prv Order = Quantity of the previous order (set to To Order when an order is generated). Receipts are generated. These receipts are OPEN, and can be editted in ScanReq. Thus, a record is kept of what was actually received. Configure 1. In ICM: Click Dept/PAR Setup. The dialog Department / PAR setup appears. 2. Under PARs: Select order method USAGE. 3. Check Usage Receipt. 4. Check Close Back Order. 5. Click Main Menu. Figure 5.16: ICM settings for USAGE/RECEIPT

48 5.10 OptiFlex (1a) USAGE / RECEIPT (No REORDER) Example Initialize Values 1. Ensure that the item is not manual order (see Manual Order (Item) (page 5.1)). 2. For an item: Use SQL Server to set PlaceOnOrder (To Order) = 0 PreviousOrder (Prv Order) = 0 3. Restart ICM/ScanReq. ScanReq: Issue Items 4. In ScanReq: Issue 5 of the above items. 5. Click Done With This Patient. 6. In ICM: Click Refresh. Note the inventory detail changes Figure 5.17: Using SQL Server to initialize values Figure 5.18: Issue 5 items Figure 5.19: Inventory detail for 5 issued items

49 OptiFlex (1a) USAGE / RECEIPT (No REORDER) 5.11 ICM: Generate an Order 7. In ICM dialog Inventory Management: Select the item. 8. Click Order Inventory. 9. Select Order Selected Items From InvSys. 10.Click Order. The order and a receipt are generated. Note the receipt number. 11.Refresh the inventory detail Figure 5.20: Dialog Inventory Requisition Figure 5.21: Receipt number Figure 5.22: Prv Ordr in inventory detail

50 5.12 OptiFlex (1a) USAGE / RECEIPT (No REORDER) ICM: View Open Receipt 12.In ICM: Click on Receipts. 13.Check View Open Receipts. 14.Note the open receipt. Figure 5.23: Open receipt in ICM

51 OptiFlex (1a) USAGE / RECEIPT (No REORDER) 5.13 ScanReq: Receive Partial Quantity 15.In ScanReq: Click on MM. 16.Click on Receipts. 17.From the drop-down list Scan Item To Edit Quantity: Select the receipt. 18.Click on the receipt. The dialog Edit Receipt appears. 19.On the keypad: Enter 3 (receive 3). 20.Click Save Receive Quantity. ICM/ScanReq: View Closed Receipt / To Order = 0 21.In ICM: Note that the receipt is closed. 22.In ScanReq: Note that To Order = 0 (no change). Figure 5.24: Receipt in ScanReq Figure 5.25: Receive 3 items Figure 5.26: Saved quantity

52 5.14 OptiFlex (1b) USAGE / RECEIPT / REORDER (1b) USAGE / RECEIPT / REORDER An item is ordered if any item quantity was issued since the last order. To Order = Quantity scanned since the last order (set to zero when an order is generated). Prv Order = Quantity of the previous order (set to To Order when an order is generated). Receipts are generated. These receipts are OPEN, and can be editted in ScanReq. Thus, a record is kept of what was actually received. If the receipt received quantity is changed: To Order is set to the quantity that was not received. Configure 1. In ICM: Click Dept/PAR Setup. The dialog Department / PAR setup appears. 2. Under PARs: Select order method USAGE. 3. Check Usage Receipt. 4. Do NOT check Close Back Order. 5. Click Main Menu. Figure 5.27: ICM settings for USAGE/RECEIPT

53 OptiFlex (1b) USAGE / RECEIPT / REORDER 5.15 Example Initialize Values 1. Ensure that the item is not manual order (see Manual Order (Item) (page 5.1)). 2. For an item: Use SQL Server to set PlaceOnOrder (To Order) = 0 PreviousOrder (Prv Order) = 0 3. Restart ICM/ScanReq. ScanReq: Issue Items 4. In ScanReq: Issue 5 of the above items. 5. Click Done With This Patient. 6. In ICM: Click Refresh. Note the inventory detail changes Figure 5.28: Using SQL Server to initialize values Figure 5.29: Issue 5 items Figure 5.30: Inventory detail for 5 issued items

54 5.16 OptiFlex (1b) USAGE / RECEIPT / REORDER ICM: Generate an Order 7. In ICM dialog Inventory Management: Select the item. 8. Click Order Inventory. 9. Select Order Selected Items From InvSys. 10.Click Order. The order and a receipt are generated. Note the receipt number. 11.Refresh the inventory detail Figure 5.31: Dialog Inventory Requisition Figure 5.32: Receipt number Figure 5.33: Prv Order in inventory detail

55 OptiFlex (1b) USAGE / RECEIPT / REORDER 5.17 ICM: View Open Receipt 12.In ICM: Click on Receipts. 13.Check View Open Receipts. 14.Note the open receipt. Figure 5.34: Open receipt in ICM

56 5.18 OptiFlex (1b) USAGE / RECEIPT / REORDER ScanReq: Receive Partial Quantity 15.In ScanReq: Click on MM. 16.Click on Receipts. 17.From the drop-down list Scan Item To Edit Quantity: Select the receipt. 18.Click on the receipt. The dialog Edit Receipt appears. 19.On the keypad: Enter 3 (receive 3). 20.Click Save Receive Quantity. Figure 5.35: Receipt in ScanReq Figure 5.36: Receive 3 items. Figure 5.37: Saved quantity

57 OptiFlex (1b) USAGE / RECEIPT / REORDER 5.19 ICM/ScanReq: View Closed Receipt / To Order = Non-received Quantity 21.In ICM: Note that the receipt is closed. 22.In ScanReq: Note that To Order = 2 (the quantity of items that was not received). Figure 5.38: To Order = quantity not received

58 5.20 OptiFlex (2a) MIN / RECEIPT (2a) MIN / RECEIPT On Hand = Quantity on hand (in the bins). On Order = Quantity already on order and expected to be received. NOTE: Does NOT include items not received on a previous delivery. To Order = Quantity to be ordered manually. NOTE: Overrides the quantity required to maintain the item quantity between min and max. Receipts are editted in ScanReq to record what was received. Configure 1. In ICM: Click Dept/PAR Setup. The dialog Department / PAR setup appears. 2. Under PARs: Select order method TRACK. 3. Check Close Back Order. Figure 5.39: ICM settings for MIN/RECEIPT

59 OptiFlex (2a) MIN / RECEIPT 5.21 Example Initialize Values 1. Ensure that the item is not manual order (see Manual Order (Item) (page 5.1)). 2. For an item: Use SQL Server to set Minimum (Min) = 5 Maximum (Max) = 10 OnHand = 7 OnOrder = 0 PlaceOnOrder = 0 3. Restart ICM/ScanReq. ScanReq: Issue Items 4. In ScanReq: Issue 5 of the above items. 5. Click Done With This Patient. 6. In ICM: Click Refresh. Note the inventory detail changes Figure 5.40: Using SQL Server to initialize values Figure 5.41: Issue 5 items Figure 5.42: Inventory detail for 5 issued items

60 5.22 OptiFlex (2a) MIN / RECEIPT ICM: Generate an Order 7. In ICM dialog Inventory Management: Select the item. 8. Click Order Inventory. 9. Select Order Selected Items From InvSys. 10.Click Order. The order and a receipt are generated. Note the receipt number. 11.Refresh the inventory detail. Figure 5.43: Dialog Inventory Requisition Figure 5.44: Receipt number Figure 5.45: OnOrder in inventory detail

61 OptiFlex (2a) MIN / RECEIPT 5.23 ICM: View Open Receipt 12.In ICM: Click on Receipts. 13.Check View Open Receipts. 14.Note the open receipt. Figure 5.46: Open receipt in ICM

62 5.24 OptiFlex (2a) MIN / RECEIPT ScanReq: Receive Partial Quantity 15.In ScanReq: Click on MM. 16.Click on Receipts. 17.From the drop-down list Scan Item To Edit Quantity: Select the receipt. 18.Click on the receipt. The dialog Edit Receipt appears. 19.On the keypad: Enter 2 (receive 2). 20.Click Save Receive Quantity. 21.Click The Above Items are Correct. 22.Click Cancel Session and Return to Functions. Figure 5.47: Receipt in ScanReq Figure 5.48: Receive 2 items Figure 5.49: Saved quantity

63 OptiFlex (2a) MIN / RECEIPT 5.25 ICM/ScanReq: View Closed Receipt / To Order = 0 23.In ICM: Note that the receipt is closed. 24.In ScanReq: Note that On Hand has been increased by the received quantity On Order has NOT been increased by the non-received quantity. Reorder: Quantity ordered = 6 If an order is generated: Quantity ordered = 6, since OnHand + OnOrder < Min. Figure 5.50: On Hand = received quantity; On Order = 0

64 5.26 OptiFlex (2b) MIN / RECEIPT / BACKORDER (2b) MIN / RECEIPT / BACKORDER On Hand = Quantity on hand (in the bins). On Order = Quantity already on order and expected to be received. NOTE: Include items not received on a previous delivery. To Order = Quantity to be ordered manually. NOTE: Overrides the quantity required to maintain the item quantity between min and max. Receipts are editted in ScanReq to Record quantity received. Add quantity not received to On Order Configure 1. In ICM: Click Dept/PAR Setup. The dialog Department / PAR setup appears. 2. Under PARs: Select order method TRACK. 3. Do NOT check Close Back Order. Figure 5.51: ICM settings for MIN/RECEIPT/BACKORDER

65 OptiFlex (2b) MIN / RECEIPT / BACKORDER 5.27 Example Initialize Values 1. Ensure that the item is not manual order (see Manual Order (Item) (page 5.1)). 2. For an item: Use SQL Server to set Minimum (Min) = 5 Maximum (Max) = 10 OnHand = 7 OnOrder = 0 PlaceOnOrder = 0 3. Restart ICM/ScanReq. ScanReq: Issue Items 4. In ScanReq: Issue 5 of the above items. 5. Click Done With This Patient. 6. In ICM: Click Refresh. Note the inventory detail changes. Figure 5.52: Using SQL Server to initialize values Figure 5.53: Issue 5 items Figure 5.54: Inventory detail for 5 issued items

66 5.28 OptiFlex (2b) MIN / RECEIPT / BACKORDER ICM: Generate an Order 7. In ICM dialog Inventory Management: Select the item. 8. Click Order Inventory. 9. Select Order Selected Items From InvSys. 10.Click Order. The order and a receipt are generated. Note the receipt number. 11.Refresh the inventory detail. Figure 5.55: Dialog Inventory Requisition Figure 5.56: Receipt number Figure 5.57: OnOrder in inventory detail

67 OptiFlex (2b) MIN / RECEIPT / BACKORDER 5.29 ICM: View Open Receipt 12.In ICM: Click on Receipts. 13.Check View Open Receipts. 14.Note the open receipt. Figure 5.58: Open receipt in ICM

68 5.30 OptiFlex (2b) MIN / RECEIPT / BACKORDER ScanReq: Receive Partial Quantity 15.In ScanReq: Click on MM. 16.Click on Receipts. 17.From the drop-down list Scan Item To Edit Quantity: Select the receipt. 18.Click on the receipt. The dialog Edit Receipt appears. 19.On the keypad: Enter 2 (receive 2). 20.Click Save Receive Quantity. 21.Click The Above Items are Correct. 22.Click Cancel Session and Return to Functions. Figure 5.59: Receipt in ScanReq Figure 5.60: Receive 2 items Figure 5.61: Saved quantity

69 OptiFlex (2b) MIN / RECEIPT / BACKORDER 5.31 ICM/ScanReq: View OPEN Receipt / To Order = 0 23.In ICM: Note that the receipt is OPEN. 24.In ScanReq: Note that On Hand has been increased by the received quantity On Order has been increased by the non-received quantity Reorder: Quantity ordered = 0 If an order is generated: Quantity ordered = 0, since OnHand + OnOrder >= Min. Figure 5.62: On Hand = received quantity; On Order = non-received quantity

70 5.32 OptiFlex Initialize Initialize Manual Item Order No initialization required. USAGE No initialization required. MIN Min/Max 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Click Add/Edit/Remove Items. The dialog Add/Remove/Edit Items for Dept/PAR appears. 3. Under EDIT ITEM DETAIL INFORMATION: Change the values of Min and Max for each item.click Exit. OnHand ICM Inv/Count: Pocket Pro Performing an inventory or count with the ICM Pocket Pro is the same as described in section Example: ICM Pocket Pro Scanner (page 5.2), except that instead of clicking Order click Inventory to perform an item inventory (OnOrder values do not change). Count to perform an item count (sets all OnOrder values to 0). OnHand ICM Inv/Count: Videx Pro Performing an inventory or count with the ICM Videx Pro is the same as described in section Example: ICM Videx Pro Scanner (page 5.3), except that instead of clicking Order click 1 to perform an item count (sets all OnOrder values to 0). 3 to perform an item inventory (OnOrder values do not change). Figure 5.63: Min and Max

71 OptiFlex Initialize 5.33 OnHand ScanReq Inventory/Count 1. In ScanReq: Click MM. 2. Click Inventory or Count. 3. Scan the item (or enter the bar code without the department/par prefix). 4. Enter the item quantity. 5. Click Done With This Item. 6. Click Exit Count and Return. Figure 5.64: Inventory ( Physical Count ) Figure 5.65: Count ( Count with Replenishment )

72 5.34 OptiFlex Monitor: USAGE Monitor: USAGE 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Click Refresh. Note the following values: To Order: Quantity that will be ordered if an order is generated. Prv Order: Quantity of previous order. Figure 5.66: INVENTORY DETAIL / USAGE

73 OptiFlex Monitor: MIN in Critical Reports 5.35 Monitor: MIN in Critical Reports SQL Server: Enable 1. For the PAR item: In tbl_inventorydetail set CriticalReport = 1. ICM: Set critical level 2. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 3. Select the PAR. 4. Click Add/Edit/Remove Items. The dialog Add/Remove/Edit Items for Dept/PAR appears. 5. Under EDIT ITEM DETAIL INFORMATION: Change the value of Crit Lvl to the item quantity that should generate a critical report. 6. Move the cursor to a different area or click Exit to save changes. Figure 5.67: tbl_inventorydetail field CriticalReport Figure 5.68: Crit Lvl

74 5.36 OptiFlex Monitor: MIN in Critical Reports Start CriticalReport.exe 7. Start c:\program files\bcx\invsys\criticalreport.exe. Report generation When OnHand < Crit Lvl: After a delay, a warning dialog appears. 8. Press Acknowledge to show the next page (if any) or to close. Print 9. Right click on the Critical Reports icon in the lower right corner of screen. 10.Check Print Reports. Any report will now be also printed on the default printer. Figure 5.69: Critical Reports warning dialog

75 Monitor: MIN in ICM OptiFlex Monitor: MIN in ICM 5.37 Inventory Management Dialog 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Select the PAR. 3. Click Refresh. Reports 1. In ICM: Click on Reports. 2. Select the facility. 3. Select the report type ( Filter report... ). 4. Select the report. 5. To print to the Computer screen: Check Print to Window. Default printer: Do not check Print to Window. 6. Click Report. 7. Make any required selections (report dependent). The report is generated. Figure 5.70: Inventory Management dialog quantities Figure 5.71: List of reports Figure 5.72: Report

76 5.38 OptiFlex Monitor: MIN with ScanReq Inventory Monitor: MIN with ScanReq Inventory 1. In ScanReq: Click MM. 2. Click Inventory. 3. Scan the item. Quantity On Hand shows the OptiFlex OnHand for that item. Figure 5.73: ScanReq inventory

77 OptiFlex Adjust Quantities: MANUAL Order 5.39 Adjust Quantities: MANUAL Order ICM (To Order) View/Order Inventory dialog field To Order 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Change the value in field To Order. Pocket Pro Scanner Perform a manual order with the ICM Pocket Pro as described in section Example: ICM Pocket Pro Scanner (page 5.2). Videx Scanner Perform a manual order with the ICM Videx Pro as described in section Example: ICM Videx Pro Scanner (page 5.3). ScanReq Perform a manual order as described in section Example: ScanReq Scanner/Touchscreen (page 5.4). Adjust Quantities: USAGE If items are not scanned, then the actual levels will be lower than as recorded in OptiFlex. To fix this problem, perform a manual order. ICM (To Order) View/Order Inventory dialog field To Order 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Change the value in field To Order. Pocket Pro Scanner Perform a manual order with the ICM Pocket Pro as described in section Example: ICM Pocket Pro Scanner (page 5.2). Videx Scanner Perform a manual order with the ICM Videx Pro as described in section Example: ICM Videx Pro Scanner (page 5.3). ScanReq Perform a manual order as described in section Example: ScanReq Scanner/Touchscreen (page 5.4).

78 5.40 OptiFlex Adjust Quantities: MIN Adjust Quantities: MIN ICM: Min/Max 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Select the PAR. 3. Click Add/Edit/Remove Items. The dialog Add/Remove/Edit Items for Dept/PAR appears. 4. Under EDIT ITEM DETAIL INFORMATION: Change the value of Min and Max. ICM: OnHand: Inventory (Outstanding Orders) Pocket Pro Follow the instructions in section Example: ICM Pocket Pro Scanner (page 5.2) except click Inventory to perform an item inventory (OnOrder values do not change). Videx Pro Follow the instructions in section Example: ICM Videx Pro Scanner (page 5.3) except click 3 to perform an item inventory (OnOrder values do not change). ICM: OnHand: Count (No Outstanding Orders) Zero OnOrder. Pocket Pro Follow the instructions in section Example: ICM Pocket Pro Scanner (page 5.2) except click Count to perform an item count (sets all OnOrder values to 0). Videx Pro Follow the instructions in section Example: ICM Videx Pro Scanner (page 5.3) except click 1 to perform an item count (sets all OnOrder values to 0). ICM: ToOrder In mode MIN To Order should not normally be modified. However, it can be used to order a special amount. View/Order Inventory dialog field To Order 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Change the value in field To Order. Pocket Pro Scanner Perform a manual order with the ICM Pocket Pro as described in section Example: ICM Pocket Pro Scanner (page 5.2). Videx Scanner Perform a manual order with the ICM Videx Pro as described in section Example: ICM Videx Pro Scanner (page 5.3).

79 OptiFlex Adjust Quantities: MIN 5.41 ScanReq: OnHand Perform an inventory or count in ScanReq as described in section OnHand ScanReq Inventory/Count (page 5.33). ScanReq: ToOrder Do a manual order in ScanReq as described in section ScanReq (page 5.39).

80 5.42 OptiFlex ICM: Generate Order ICM: Generate Order Facility/Dept/PAR Items 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Click Order Inventory. The dialog Inventory Requisition appears. 3. Select Place Orders for Facilities. 4. Select the locations. 5. Check Automatically Print Receipts to print receipts. Doing this manually is described below. 6. Click Order. 7. If a warning appears: Click OK. The orders are processed. Figure 5.74: Select locations for requisition Figure 5.75: Processing of orders

81 OptiFlex ICM: Generate Order 5.43 The dialog CHARGE/REQUISITION INFORMATION appears. 8. Click OK. If receipts were not auto-printed, then the following dialog appears. If receipts were auto-printed, then The dialog Select Locations is displayed. Receipts are printed (to the default printer) Figure 5.76: Charge / requisition information Figure 5.77: Select receipts to view or print Figure 5.78: Select locations and printing receipts

82 5.44 OptiFlex ICM: Generate Order Selected par items 1. In ICM: Click View/Order Inventory. The dialog Inventory Management appears. 2. Click Order Inventory. The dialog Inventory Requisition appears. 3. Select the items (that have pending orders) using standard CTRL / SHIFT for multiple selection. 4. Click Order Inventory. The tree for facility cannot be expanded. 5. Click order to order only the selected items. The order process is similar to that for facilities (described above). Figure 5.79: Multiple selection of items to order Figure 5.80: Order Inventory

83 OptiFlex Orders: ICM: View Changes 5.45 Orders: ICM: View Changes USAGE ToOrder is written to Prv Order. ToOrder is set to zero. MIN if ToOrder Was Set If ToOrder was manually entered, then ToOrder overrides the normal order method. if ToOrder Was Not Set If OnHand + OnOrder < Min: Quantity ordered is Max - (OnHand + OnOrder).

84 5.46 OptiFlex Orders: ICM: View/Print Receipt Orders: ICM: View/Print Receipt Automatically Print If during order generation Automatically Print Receipts was checked, then the receipts were printed automatically immediately after the order was generated. Manual Preview/Print If during order generation Automatically Print Receipts was NOT checked, then the following dialog appeared. Preview 6. Check Preview Receipts. 7. Click Print Receipts. The report is shown in the report viewer. 8. Click exit to return to the dialog Inventory Requisition. Print (to the Default Printer) 9. From the report viewer (above): Click Print. 10.From the dialog Inventory Requisition: Uncheck Preview Receipts. 11. From the dialog Inventory Requisition: Click Print Receipts. Figure 5.81: Select receipts to view or print Figure 5.82: Report in the report viewer

85 OptiFlex Access Receipt 5.47 Access Receipt Note: A receipt is only generated for 2b: USAGE / RECEIPT / REORDER 3a/b: MIN ICM 1. Click Receipts. 2. Select the receipt. 3. Click Print to view. Scanreq Scan the Order Receipt 1. Open ScanReq. 2. Click MM. 3. Click Receipts. 4. Scan the top barcode on the receipt. The list of items is shown. 5. Click The above items are correct. 6. In ICM: Refresh the inventory for the PAR. Note that OnHand and OnOrder are updated. Figure 5.83: Scanning receipt barcode Figure 5.84: Inventory detail after receipt scanned

86 5.48 OptiFlex Access Receipt Scan the Item Label 1. Open ScanReq. 2. Click MM. 3. Click Receipts. 4. Scan the item barcode. If the item is on a receipt, then it will be shown. 5. Click The Above items are correct. Select Receipt from List 1. In ScanReq: Click MM. 2. Click Receipts. 3. Select from the drop-down list Scan/Key Item OR Select Receipt. 4. Verify the items. Figure 5.85: Item on receipt barcode scan. Figure 5.86: Drop-down receipt list

87 OptiFlex Confirm Receipt (Accept/Adjust/Cancel) 5.49 Confirm Receipt (Accept/Adjust/Cancel) ICM: Cancel Receipt 1. Click Receipts. 2. Check checkbox View Open Receipts. 3. For the receipt to close: Check checkbox Tag. 4. Click Cancel Tagged Receipts. A confirmation dialog appears. 5. Click Yes. The receipt is closed. ScanReq: Accept Receipt 1. In ScanReq: Click MM. 2. Click Receipts. 3. Select or scan the receipt. 4. Click The Above Items are Correct. The receipt is closed and the items received. Figure 5.87: Close a receipt Figure 5.88: Accept receipt

88 5.50 OptiFlex Confirm Receipt (Accept/Adjust/Cancel) ScanReq: Cancel Receipt Changes 1. Makes changes to a receipt. 2. Instead of clicking The Above Items are Correct, click Cancel Session and Return to Functions. A confirmation dialog appears. 3. Click Yes. The receipt is not changed. Accept Receipt Item 1. In ScanReq: Click MM. 2. Click Receipts. 3. Select or scan the receipt. 4. Click/touch an item. The dialog Edit Receipt appears. 5. Click Save Receive Quantity. For USAGE (1a/1b) Received quantity is not shown anywhere. The receipt is closed if all items have been received on the receipt. MIN / RECEIPT (2a) Received quantity is shown in OnHand. The receipt is closed if all items with full/partial quantities have been received. MIN / RECEIPT / BACKORDER (2b) The receipt is NOT closed if for any receipt item only a partial quantity was received. Figure 5.89: Cancel receipt changes Figure 5.90: Edit a receipt item

89 OptiFlex Confirm Receipt (Accept/Adjust/Cancel) 5.51 Accept Partial Quantity of Receipt Items 1. In ScanReq: Click MM. 2. Click Receipts. 3. Select or scan the receipt. 4. Click/touch an item. The dialog Edit Receipt appears. 5. Enter the received amount. 6. Click Save Receive Quantity. For USAGE (1a/1b) Received quantity is not shown anywhere. The receipt is closed if all items have been received on the receipt. MIN / RECEIPT (2a) Received quantity is shown in OnHand. The receipt is closed if all items with full/partial quantities have been received. MIN / RECEIPT / BACKORDER (2b) The receipt is NOT closed. Figure 5.91: Accept partial item quantity

90 5.52 OptiFlex Confirm Receipt (Accept/Adjust/Cancel) Accept 0 of Receipt Item 1. In ScanReq: Click MM. 2. Click Receipts. 3. Select or scan the receipt. 4. Click/touch an item. The dialog Edit Receipt appears. 5. Click Delete This Item. A warning appears 6. Click OK. For USAGE (1a/1b) The receipt is closed if all items have been received on the receipt. MIN / RECEIPT (2a) The receipt is closed if all items with full/partial quantities have been received. MIN / RECEIPT / BACKORDER (2b) The receipt is closed if for no other other receipt items a partial quantity was accepted. Figure 5.92: Delete receipt item

91 View Changes (ICM) (1a) USAGE / receipt (no reorder) Received items are shown in the receipt. The quantity is in Prv Order. OptiFlex View Changes (ICM) 5.53 (1b) USAGE / receipt / reorder Previous order quantity is in Prv Order. Quantity of non-received items -> To Order. View receipt: CLOSED if all items on receipt were processed. (2a) MIN / RECEIPT (close backorder) Received items are shown in receipts. Added items -> On Hand. (2b) MIN / RECEIPT / BACKORDER Received items are Shown in receipts Added to On Hand Receive partial: Non-received items -> On Order. Receipt is Open if any unreceived items outstanding Otherwise closed

92 5.54 OptiFlex View Changes (ICM)

93 OptiFlex Generate Reports 6.1 Generate Reports Select Facility / Report Type 1. In ICM: Click on Reports. The dialog Reports Selection appears. 2. Select the Facility. 3. Select the Report Type to display. Select Output Device 4. To print to the default printer: Do NOT check Print To Window. 5. To print to the Report Viewer: Check Print To Window. Figure 6.1: Dialog Reports Selection

94 6.2 OptiFlex Generate Reports Enter Required Info 6. Click Report. Depending on the report type selected, the following dialogs may appear. Figure 6.2: Dialog Select Department/PAR Figure 6.3: Dialog Date Range Figure 6.4: Dialog Select Patient

95 OptiFlex Generate Reports 6.3 Figure 6.5: Dialog for specifying items Figure 6.6: Dialog Select Vendor for the Report Figure 6.7: Dialog Select Doctors for the Report

96 6.4 OptiFlex Generate Reports Report Viewer: Print to Network Printer If report reviewer was selected for output (see Select Output Device (page 6.1)), then after all required information has been input the report is displayed in the Report Viewer. To print to a network printer: 1. Select the printer for printing. 2. Click Print. Export: Acrobat Format (PDF) 1. Click on the Export Report icon. 2. Select format Acrobat Format (PDF). 3. Click OK. The dialog Export Options appears. 4. Specify the page range. 5. Click OK. The dialog Choose Export File appears. 6. Select the target directory. 7. Specify the text file name (.pdf). 8. Click Save. The.pdf file is created. Figure 6.8: Dialog Select Doctors for the Report Figure 6.9: Dialog Export Options

97 OptiFlex Generate Reports 6.5 Character-Separated Values 1. Click on the Export Report icon. 2. Select format Character-separated values. 3. Click OK. The dialog Character-Separated Values appears. 4. Specify the Separator and Delimiter. 5. Click OK. The dialog Number and Date Format Dialog appears. 6. Specify the number and date formats. 7. Click OK. The dialog Choose Export File appears. 8. Select the target directory. 9. Specify the text file name (.chr). 10.Click Save. The.chr file (text format) is created. Comma-Separated Values (CSV) 1. Click on the Export Report icon. 2. Select format Comma-separated values. 3. Click OK. The dialog Number and Date Format Dialog appears. 4. Specify the number and date formats. 5. Click OK. The dialog Choose Export File appears. 6. Select the target directory. 7. Specify the text file name (.csv). 8. Click Save. The.csv file (text format) is created. Figure 6.10: Dialog Character-Separated Values Figure 6.11: Dialog Number and Date Format Figure 6.12: Dialog Number and Date Format

98 6.6 OptiFlex Generate Reports Crystal Reports (RPT) 1. Click on the Export Report icon. 2. Select the required Crystal Reports format. 3. Click OK. The dialog Choose Export File appears. 4. Select the target directory. 5. Specify the text file name (.rpt). 6. Click Save. The.rpt file is created. Excel (5.0/7.0/8.0, Extended) 1. Click on the Export Report icon. 2. Select the Excel format. 3. Click OK. If an extended format was chosen, then the dialog Format Options appears. 4. Specify the required format options. 5. Click OK. The dialog Choose Export File appears. 6. Select the target directory. 7. Specify the text file name (.xls). 8. Click Save. The.xls file is created. Figure 6.13: Dialog Format Options

99 OptiFlex Generate Reports 6.7 Paginated Text 1. Click on the Export Report icon. 2. Select format Paginated Text. 3. Click OK. The dialog Lines Per Page appears. 4. Specify the number of lines per page. 5. Click OK. The dialog Export to Text appears. 6. Select the number of characters per inch. 7. Click OK. The dialog Choose Export File appears. 8. Select the target directory. 9. Specify the text file name (.txt). 10.Click Save. The.txt file is created. Figure 6.14: Dialog Lines Per Page Figure 6.15: Dialog Export to Text

100 6.8 OptiFlex Generate Reports Rich Text (Exact) Format 1. Click on the Export Report icon. 2. Select format Rich Text (Exact) Format. 3. Click OK. The dialog Export Options appears. 4. Specify the page range. 5. Click OK. The dialog Choose Export File appears. 6. Select the target directory. 7. Specify the text file name (.rtf). 8. Click Save. The.rtf file is created (open the file with MS Word). Tab-Separated Text 1. Click on the Export Report icon. 2. Select format Tab-separated text. 3. Click OK. The dialog Export to Text appears. 4. Select the number of characters per inch. 5. Click OK. The dialog Choose Export File appears. 6. Select the target directory. 7. Specify the text file name (.ttx). 8. Click Save. The.ttx file (text format) is created. Figure 6.16: Dialog Export Options Figure 6.17: Dialog Export to Text

101 OptiFlex Generate Reports 6.9 Tab-Separated Values 1. Click on the Export Report icon. 2. Select format Tab-separated values. 3. Click OK. The dialog Number and Date Format Dialog appears. 4. Specify the number and date formats. 5. Click OK. The dialog Choose Export File appears. 6. Select the target directory. 7. Specify the text file name (.tsv). 8. Click Save. The.tsv file (text format) is created. Text 1. Click on the Export Report icon. 2. Select format Text. 3. Click OK. The dialog Export to Text appears. 4. Select the number of characters per inch. 5. Click OK. The dialog Choose Export File appears. 6. Select the target directory. 7. Specify the text file name. 8. Click Save. The text file is created. Figure 6.18: Dialog Number and Date Format Figure 6.19: Dialog Export to Text

102 6.10 OptiFlex Generate Reports XML 1. Click on the Export Report icon. 2. Select format XML. 3. Click OK. The dialog Export to Directory appears. 4. Select the target directory. 5. Specify the base file name. 6. Click OK. Figure 6.20: Dialog Export to Directory

103 OptiFlex View Reports in Report Viewer 6.11 View Reports in Report Viewer Refresh Click the Refresh icon to refresh the report with the latest data from the database. Preview Click in the preview tree to scroll and highlight a report item. Figure 6.21: Report in Report Viewer Figure 6.22: Preview

104 6.12 OptiFlex View Reports in Report Viewer Drill Down 1. Double-click on an item to drill-down to that item. 2. Right-click on the item in the drill-down tree and select Close Current Drill Down View to close the drill-down. Size Select the zoom level. Page Click on the arrows or enter a page number. Search Click on the search icon to search for text. Field Information Place the cursor over a report field or right-click to view the field properties. Copy Field Values 1. Right-click. 2. Select Copy. 3. Paste into document. Figure 6.23: Drill down Figure 6.24: Field properties

105 OptiFlex View Reports in Report Viewer 6.13 Freeze Pane 1. Right-click. 2. Select freeze pane. 3. Move the scroll bars to see the effect. 4. Right-click and select unfreeze to stop freeze pane. Figure 6.25: Freeze pane

106 6.14 OptiFlex View Reports in Report Viewer Discrepancy Reports Discrepancy by PAR, Date, Cost w/ Neg. Qty for Patient Charge Report File Name: DiscbyParDateCostPatChg.rpt : Prints discrepancies for Counts or Inventories during selected time period; negative discrepancies only. This report shows all items within the selected department and par with differences from the onhand value at any count or inventory during the selected time period. Selection Options: Department and Par Date Range Figure 6.26: DiscbyParDateCostPatChg.rpt The following table describes the columns. Column Name Department Department name and number for which the report was run. If an entire department or all departments were selected, a new section header will display for each separate department and par. PAR Par name and number for which the report was run. If an entire department or all departments were selected, a new section header will display for each separate department and par. From Date range selected for report. Count Date/Time Date and Time of counts for this item during the time period selected for the report. Item Item ID Chargeable True = Patient Chargeable; False = Not Patient Chargeable Item Discrep Qty Current quantity on hand minus quantity last on hand Unit Cost Cost associated with each issue unit of this item Extended Cost Shows the amount of loss or gain by multiplying discrepancy quantity by unit cost Item Total Qty Total quantity of discrepancies for the item over the selected time period. Department Total Cost Shows the amount of loss or gain for the department by totaling the extended cost for each department. Table 6.1: DiscbyParDateCostPatChg.rpt columns

107 OptiFlex View Reports in Report Viewer 6.15 Discrepancy Report All Items Report File Name: ScanREQDisc.rpt : Prints discrepancies for Counts or Inventories printed day only. Also used in OptiFlex. This report shows all items within the selected department and par with differences from the on-hand value at the last count or inventory. Selection Options: Department and Par Figure 6.27: ScanREQDisc.rpt The following table describes the columns. Column Name Department PAR Item Charge IUOM OnHand PreviousOnHand Discrepancy Unit Cost Cost of Losses Total Items with Discrepancies Table 6.2: ScanREQDisc.rpt Department name and number for which the report was run. If an entire department or all departments were selected, a new section header will display for each separate department and par. Par name and number for which the report was run. If an entire department or all departments were selected, a new section header will display for each separate department and par. Item ID Item Charge = Patient Chargeable; Noncharge = Not Patient Chargeable Unit of measure in which this item is issued to the par Current on hand quantity On hand quantity at the time of last count or inventory Current quantity on hand minus quantity last on hand Cost associated with each issue unit of this item The amount of loss or gain by multiplying discrepancy by unit cost for each item. Total number of items with a discrepancy.

108 6.16 OptiFlex View Reports in Report Viewer Total Charge Items with Negative Discrepancies This Department Total Charge Items with Positive Discrepancies This Department Grand Total Charge Items with Positive Discrepancies This Department Table 6.2: ScanREQDisc.rpt Total number of items with a negative discrepancy in the selected department. Total number of items with a positive discrepancy in the selected department. Total number of items with a positive discrepancy in all selected departments.

109 OptiFlex View Reports in Report Viewer 6.17 Discrepancy Report Chargeable Items Only Report File Name: ScanREQDiscPatChrg.rpt : Prints discrepancies for Counts or Inventories printed day only, Chargeable items only. This report shows all chargeable items within the selected department and par with differences from the on-hand value at the last count or inventory. Selection Options: Department and Par Figure 6.28: ScanREQDiscPatChrg.rpt The following table describes the columns. Column Name Department PAR Item Charge IUOM On Hand Previous On Hand Discrepancy Unit Cost Cost of Losses Total Items with Discrepancies This Department Grand Total Items with Discrepancies All Departments Table 6.3: ScanREQDiscPatChrg.rpt The department for which the discrepancy is reported. The par for which the discrepancy is reported. The item for which the discrepancy is reported. The description of the item. Indicates if the item is chargeable to the patient. True = patient chargeable. False = not patient chargeable Issue Unit of Measure the unit of measure in which this item is issued to the supply room New on hand quantity that was entered and triggered the discrepancy. Last on hand quantity based on accumulated data. The difference between on hand and previous on hand. A negative number indicates there were fewer items on hand than expected. A positive number indicates there were more items on hand than expected. The issue unit of measure cost. The issue unit of measure cost multiplied by the discrepancy. Total quantity and dollar value of discrepancies for this department. Will subtotal at each change of department if report is requested for multiple departments. Total quantity and dollar value of discrepancies for entire report.

110 6.18 OptiFlex View Reports in Report Viewer Discrepancy Report By PAR and Date Report File Name: DiscbyParDate.rpt : Prints discrepancies for Counts or Inventories for selected date range for selected department or par. This report shows all items within the selected department and par with differences from the on-hand value at counts or inventories during the selected time period. It shows if transactions were counts or inventories. Selection Options: Department and Par Date Range Figure 6.29: DiscbyParDate.rpt The following table describes the columns. Column Name Department PAR From Count Date/Time Trans Type Item ID Chargeable Discrep Qty Item Total Qty The department for which the discrepancy is reported. The par for which the discrepancy is reported. Date range selected for report. Date and Time of counts for this item during the time period selected for the report. Shows if the transaction was a count or an inventory. The item for which the discrepancy is reported. Indicates if the item is chargeable to the patient. True = patient chargeable. False = not patient chargeable The description of the item. The difference between on hand and previous on hand. A negative number indicates there were fewer items on hand than expected. A positive number indicates there were more items on hand than expected. Total quantity of discrepancies for the item over the selected time period. Table 6.4: DiscbyParDate.rpt

111 OptiFlex View Reports in Report Viewer 6.19 Discrepancy Report By PAR and Date with Cost Report File Name: DiscbyParDateCost.rpt : Prints discrepancies for Counts or Inventories for selected date range for selected department or par. This report shows all items within the selected department and par with differences from the on-hand value at counts or inventories during the selected time period. Selection Options: Department and Par Date Range Figure 6.30: DiscbyParDateCost.rpt The following table describes the columns. Column Name Department PAR From Count Date/Time Item ID Chargeable Discrep Qty Unit Cost The department for which the discrepancy is reported. The par for which the discrepancy is reported. Date range selected for report. Date and Time of counts for this item during the time period selected for the report. The item for which the discrepancy is reported. Indicates if the item is chargeable to the patient. True = patient chargeable. False = not patient chargeable The description of the item. The difference between on hand and previous on hand. A negative number indicates there were fewer items on hand than expected. A positive number indicates there were more items on hand than expected. Cost associated with each issue unit of this item Extended Cost The amount of loss or gain by multiplying discrepancy by unit cost for each item. Department Total Cost Item Total Qty Shows the amount of loss or gain for the department by totaling the extended cost for each department. Total quantity of discrepancies for the item over the selected time period. Table 6.5: DiscbyParDateCost.rpt

112 6.20 OptiFlex View Reports in Report Viewer Discrepancy Report By PAR and Date with Cost for Patient Charge Report File Name: DiscbyParDateCostPastChg.rpt : Prints discrepancies for Counts or Inventories for selected date range for selected department or par for chargeable items only. This report shows all chargeable items within the selected department and par with differences from the on-hand value at counts or inventories during the selected time period. Selection Options: Department and Par Date Range Figure 6.31: DiscbyParDateCostPastChg.rpt The following table describes the columns. Column Name Department The department for which the discrepancy is reported. PAR The par for which the discrepancy is reported. From Date range selected for report. Count Date/Time Date and Time of counts for this item during the time period selected for the report. Item ID The item for which the discrepancy is reported. Chargeable Indicates if the item is chargeable to the patient. All items on this report will be True = patient chargeable. Discrep Qty Unit Cost The description of the item. The difference between on hand and previous on hand. A negative number indicates there were fewer items on hand than expected. A positive number indicates there were more items on hand than expected. Cost associated with each issue unit of this item Extended Cost The amount of loss or gain by multiplying discrepancy by unit cost for each item. Department Total Cost Item Total Qty Shows the amount of loss or gain for the department by totaling the extended cost for each department. Total quantity of discrepancies for the item over the selected time period. Table 6.6: DiscbyParDateCostPastChg.rpt

113 OptiFlex View Reports in Report Viewer 6.21 Discrepancy Usage vs. Order Report File Name: IssueReceivingDisc.rpt : Prints discrepancies for Counts or Inventories for selected date range for selected department or par for chargeable items only. This report shows usage and discrepancies within the selected item, department and par for the selected time period. Selection Options: Department and Par Item Number Date Range Figure 6.32: IssueReceivingDisc.rpt The following table describes the columns. Column Name From Date range selected for report. Department The department for which the discrepancy is reported. PAR The par for which the discrepancy is reported. Item The item for which the discrepancy is reported. The description of the item. Inventory Usage Summary Information Issues Quantity of this item issued during the selected time period Credits Quantity of this item credited during the selected time period Total Total quantity of this item issued during the selected time period Cost Total cost associated with units of items issued. Based on Issue Unit of Measure Cost. Orders Total Total quantity of each item ordered during the selected time period. Cost Total cost associated with units of items ordered. Based on Issue Unit of Measure Cost. Table 6.7: IssueReceivingDisc.rpt

114 6.22 OptiFlex View Reports in Report Viewer Discrepancy Info Total Cost Totals This Department Grand Totals All Departments Table 6.7: IssueReceivingDisc.rpt The difference between orders and the net of issues minus credits. A negative number indicates there were more items ordered than issued to patients. A positive number indicates there were fewer items ordered than issued to patients. Shows the amount of loss or gain for the department by multiplying the cost for each item by the discrepancy total. Totals each column for the lowest unit for which the report was requested (i.e. par or department). Totals each column for the department for which the report was request.

115 OptiFlex View Reports in Report Viewer 6.23 Inventory Reports Downtime Inventory Bar Codes Used for Scanning All Items Report File Name: InventoryAllDownTime.rpt : Inventory sheet for system downtime use. This report shows active items and sorts by the Inventory Detail Key in ascending order. Can be printed for areas where there is scheduled down-time or printed at certain intervals and maintained in the par location for backup procedures. Selection Options: Department and Par Figure 6.33: InventoryAllDownTime.rpt The following table describes the columns. Column Name Patient Name Medical Record Number Service Date Qty The par and item number (Inventory Detail Key) for which detail information is reported. Location to enter Patient s Medical Record Number or Patient Account Number. Date for which this sheet is being complete. This is the date that should be entered for charges once the system is available again. The quantity of the item that should be entered once the system is available again. Barcode Barcode of the inventorydetailkey (dept, par and item id) shown below of the item with the barcode. Table 6.8: InventoryAllDownTime.rpt

116 6.24 OptiFlex View Reports in Report Viewer Downtime Inventory Bar Codes Used for Scanning Patient Chargeable Items Report File Name: InventoryChargeableDownTime.rpt : Inventory sheet of chargeable items for system downtime use. This report shows active chargeable items and sorts by the Inventory Detail Key in ascending order. Can be printed for areas where there is scheduled down-time or printed at certain intervals and maintained in the par location for backup procedures. Selection Options: Department and Par Figure 6.34: InventoryChargeableDownTime.rpt The following table describes the columns. Column Name Patient Name Medical Record Number Service Date Qty The par and item number (Inventory Detail Key) for which detail information is reported. Location to enter Patient s Medical Record Number or Patient Account Number. Date for which this sheet is being complete. This is the date that should be entered for charges once the system is available again. The quantity of the item that should be entered once the system is available again. Barcode Barcode of the inventorydetailkey (dept, par and item id) shown below of the item with the barcode. Table 6.9: InventoryChargeableDownTime.rpt

117 OptiFlex View Reports in Report Viewer 6.25 Inventory Bar Codes for All Items Report File Name: InventoryBarCodeAll.rpt : Selected by Department/Par and used for scanning. This report shows active items and sorts by the Inventory Detail Key in ascending order. Selection Options: Department and Par Item Number Figure 6.35: InventoryBarCodeAll.rpt The following table describes the columns. Column Name Dept Par Item ID Code Bin Location Issue U Of M Purchase U Of M Purchase U Of M Factor Stock Item Department for which this report was run. Par for which this report was run. The par and item number (Inventory Detail Key) for which detail information is reported. The description of the item. Physical location where the item is stored. Issue Unit of Measure the unit of measure in which this item is issued to the supply room Purchase Unit of Measure the unit of measure in which this item is purchased from the supplier. Purchase Unit of Measure Factor the number of issue units that are included in each purchase unit. Indicates if the item is stock or nonstock. False = Nonstock. True = Stock. Min Level The minimum quantity set for this item on this par location. Max Level The maximum quantity set for this item on this par location. Table 6.10: InventoryBarCodeAll.rpt

118 6.26 OptiFlex View Reports in Report Viewer Inventory Bar Codes for Patient Chargeable and Critical Items Report File Name: InventoryChargeableCritical.rpt : Downtime inventory sheet for chargeable items and those with critical levels. This report shows active chargeable items and items with a critical level sorted by the Inventory Detail Key in ascending order. Can be printed for areas where there is scheduled down-time or printed at certain intervals and maintained in the par location for backup procedures. Selection Options: Department and Par Item Number Figure 6.36: InventoryChargeableCritical.rpt The following table describes the columns. Column Name Patient Information Service Date Dept Par Item ID Code IU Of M Critical Level Charge Patient Quantity Issued Location to enter patient name and account id or medical record number Date for which charges should be entered Department for which this report was run. Par for which this report was run. The par and item number (Inventory Detail Key) for which detail information is reported. The description of the item. Issue Unit of Measure the unit of measure in which this item is issued to the supply room If the item has a critical level set, the quantity at which a critical level alert will be sent to Materials Management. Indicates if the item is chargeable to the patient. True = patient chargeable; False = not patient chargeable. Quantity of the item issued to the patient. Table 6.11: InventoryChargeableCritical.rpt

119 OptiFlex View Reports in Report Viewer 6.27 Inventory Bar Codes for Patient Chargeable Items Report File Name: InventoryDeptPatChrg.rpt : Selected by Department/Par and used for scanning (charge only). This report pulls active chargeable items and sorts by the Inventory Detail Key in ascending order. Selection Options: Department and Par Figure 6.37: InventoryDeptPatChrg.rpt The following table describes the columns. Column Name Dept Par Item ID Code IUOfM PUOfM PUOfMF Stock Item Department for which this report was run. Par for which this report was run. The par and item number (Inventory Detail Key) for which detail information is reported. The description of the item. Issue Unit of Measure the unit of measure in which this item is issued to the supply room Purchase Unit of Measure the unit of measure in which this item is purchased from the supplier. Purchase Unit of Measure Factor the number of issue units that are included in each purchase unit. Indicates if the item is stock or nonstock. False = Nonstock. True = Stock. Charge Patient Indicates if the item is chargeable to the patient in this par. True = patient chargeable. False = not patient chargeable. All items on this report will be True. Table 6.12: InventoryDeptPatChrg.rpt

120 6.28 OptiFlex View Reports in Report Viewer Inventory Bar Codes Used for Manual Order Items Report File Name: InventoryManualOrder.rpt : Selected by Department/Par and used for scanning (manual order only). This report shows active items set to manual order sorted by the Inventory Detail Key in ascending order. Selection Options: Department and Par Figure 6.38: InventoryManualOrder.rpt The following table describes the columns. Column Name Dept Par Item ID Code Bin Location Issue U Of M Purchase U Of M Purchase U Of M Factor Stock Item Department for which this report was run. Par for which this report was run. The par and item number (Inventory Detail Key) for which detail information is reported. The description of the item. Physical location where the item is stored. Issue Unit of Measure the unit of measure in which this item is issued to the supply room Purchase Unit of Measure the unit of measure in which this item is purchased from the supplier. Purchase Unit of Measure Factor the number of issue units that are included in each purchase unit. Indicates if the item is stock or nonstock. False = Nonstock. True = Stock. Min Level The minimum quantity set for this item on this par location. Max Level The maximum quantity set for this item on this par location. Table 6.13: InventoryManualOrder.rpt

121 OptiFlex View Reports in Report Viewer 6.29 Inventory Bar Codes used for Scanning Report File Name: Inventory.rpt : Selected by Department/Par and used for scanning. This report shows active items and sorts by the Inventory Detail Key in ascending order. Selection Options: Department and Par Item Number Figure 6.39: Inventory.rpt The following table describes the columns. Column Name Dept Par Item ID Code IUOfM PUOfM PUOfMF Stock Item Department for which this report was run. Par for which this report was run. The par and item number (Inventory Detail Key) for which detail information is reported. The description of the item. Issue Unit of Measure the unit of measure in which this item is issued to the supply room Purchase Unit of Measure the unit of measure in which this item is purchased from the supplier. Purchase Unit of Measure Factor the number of issue units that are included in each purchase unit. Indicates if the item is stock or nonstock. False = Nonstock. True = Stock. Charge Patient Indicates if the item is chargeable to the patient in this par. True = patient chargeable. False = not patient chargeable. Table 6.14: Inventory.rpt

122 6.30 OptiFlex View Reports in Report Viewer Inventory Bar Codes used for Scanning Chargeable Items Report File Name: InventoryChargeable.rpt : Selected by Department/Par for scanning. (chargeable items only). This report shows active, chargeable items and sorts by the Inventory Detail Key in ascending order. Selection Options: Department and Par Item Number Figure 6.40: InventoryChargeable.rpt The following table describes the columns. Column Name Dept Par Item ID Code IUOfM PUOfM PUOfMF Stock Item Department for which this report was run. Par for which this report was run. The par and item number (Inventory Detail Key) for which detail information is reported. The description of the item. Issue Unit of Measure the unit of measure in which this item is issued to the supply room Purchase Unit of Measure the unit of measure in which this item is purchased from the supplier. Purchase Unit of Measure Factor the number of issue units that are included in each purchase unit. Indicates if the item is stock or nonstock. False = Nonstock. True = Stock. Charge Patient Indicates if the item is chargeable to the patient in this par. All items on this report will be True = patient chargeable. Table 6.15: InventoryChargeable.rpt

123 OptiFlex View Reports in Report Viewer 6.31 Inventory Bar Codes used for Scanning Non-chargeable Items Report File Name: InventoryNonChargeable.rpt : Selected by Department/Par and used for scanning. (Non-Charge). This report shows active, nonchargeable items and sorts by the Inventory Detail Key in ascending order. Selection Options: Department and Par Item Number Figure 6.41: InventoryNonChargeable.rpt The following table describes the columns. Column Name Dept Par Item ID Code IUOfM PUOfM PUOfMF Stock Item Department for which this report was run. Par for which this report was run. The par and item number (Inventory Detail Key) for which detail information is reported. The description of the item. Issue Unit of Measure the unit of measure in which this item is issued to the supply room Purchase Unit of Measure the unit of measure in which this item is purchased from the supplier. Purchase Unit of Measure Factor the number of issue units that are included in each purchase unit. Indicates if the item is stock or nonstock. False = Nonstock. True = Stock. Charge Patient Indicates if the item is chargeable to the patient in this par. All items on this report will be False = not patient chargeable. Table 6.16: InventoryNonChargeable.rpt

124 6.32 OptiFlex View Reports in Report Viewer Inventory by Department by Par Report File Name: InventoryByDeptPar.rpt : Inventory detail for Department/Par. This report shows active items on the inventory for the selected par and sorts by the Item ID in ascending order. Includes consignment and owned items. Selection Options: Department and Par Figure 6.42: InventoryByDeptPar.rpt The following table describes the columns. Column Name Dept Par Item ID IUOM Min Max Critical Level On Hand On Order To Order Department for which this report was run. Par for which this report was run. The item number for which detail information is reported. The description of the item. Issue Unit of Measure the unit of measure in which the item is issued to the supply room. The minimum quantity of the item to be kept on this par. The maximum quantity of the item to be kept on this par. The critical level set for this item. Used for Critical Notice. The default is -1, where no critical level is in place. The quantity of the item that is currently in stock on this par. For pars set to Usage, the on hand value is not used in any calculations. The quantity of the item that is currently on order on this par. The quantity of the item that will be ordered when the next order is placed for this par. Prior Order Location The quantity ordered immediately prior to the last order of the item if there is an On Order value or the quantity of the last order if On Order = 0 and all orders have been received in the system. Bin Location of the item within the par. Table 6.17: InventoryByDeptPar.rpt

125 OptiFlex View Reports in Report Viewer 6.33 Inventory by Department by Par Consigned Report File Name: InventoryByDeptParConsignment.rpt : Consignment Inventory detail for Department/Par. This report shows active items on the consigned inventory for the selected par and sorts by the Item ID in ascending order. Selection Options: Department and Par Figure 6.43: InventoryByDeptParConsignment.rpt The following table describes the columns. Column Name Dept Par Consignment Items Item ID IUOM Min Max Critical Level On Hand On Order To Order Department for which this report was run. Par for which this report was run. Indicates that this is consignment items only The item number for which detail information is reported. The description of the item. Issue Unit of Measure the unit of measure in which the item is issued to the supply room. The minimum quantity of the item to be kept on this par. The maximum quantity of the item to be kept on this par. The critical level set for this item. Used for Critical Notice. The default is -1, where no critical level is in place. The quantity of the item that is currently in stock on this par. For pars set to Usage, the on hand value is not used in any calculations. The quantity of the item that is currently on order on this par. The quantity of the item that will be ordered when the next order is placed for this par. Prior Order Location The quantity ordered immediately prior to the last order of the item if there is an On Order value or the quantity of the last order if On Order = 0 and all orders have been received in the system. Bin Location of the item within the par. Table 6.18: InventoryByDeptParConsignment.rpt

126 6.34 OptiFlex View Reports in Report Viewer Inventory by Department by Par Owned Report File Name: InventoryByDeptParOwned.rpt : Inventory detail for Department/Par excluding consignment. This report shows active items on the inventory for the selected par and sorts by the Item ID in ascending order. Includes only owned product. Selection Options: Department and Par Figure 6.44: InventoryByDeptParOwned.rpt The following table describes the columns. Column Name Dept Par Item ID IUOM Min Max Critical Level On Hand On Order To Order Department for which this report was run. Par for which this report was run. The item number for which detail information is reported. The description of the item. Issue Unit of Measure the unit of measure in which the item is issued to the supply room. The minimum quantity of the item to be kept on this par. The maximum quantity of the item to be kept on this par. The critical level set for this item. Used for Critical Notice. The default is -1, where no critical level is in place. The quantity of the item that is currently in stock on this par. For pars set to Usage, the on hand value is not used in any calculations. The quantity of the item that is currently on order on this par. The quantity of the item that will be ordered when the next order is placed for this par. Prior Order Location The quantity ordered immediately prior to the last order of the item if there is an On Order value or the quantity of the last order if On Order = 0 and all orders have been received in the system. Bin Location of the item within the par. Table 6.19: InventoryByDeptParOwned.rpt

127 OptiFlex View Reports in Report Viewer 6.35 Inventory by Department by Par w/ Dept Name Report File Name: InventoryByDeptParDetail.rpt : Inventory detail for Department/Par. This report shows active items on the inventory for the selected par and sorts by the Item ID in ascending order. Selection Options: Department and Par Figure 6.45: InventoryByDeptParDetail.rpt The following table describes the columns. Column Name Dept Par Item ID Dept/Par IUOM Min Max On Hand On Order To Order Department for which this report was run. Par for which this report was run. The item number for which detail information is reported. Department and par in which this item is located. The description of the item. Issue Unit of Measure the unit of measure in which the item is issued to the supply room. The minimum quantity of the item to be kept on this par. The maximum quantity of the item to be kept on this par. The quantity of the item that is currently in stock on this par. For pars set to Usage, the on hand value is not used in any calculations. The quantity of the item that is currently on order on this par. The quantity of the item that will be ordered when the next order is placed for this par. Critical Level Location The critical level set for this item. Used for Critical Notice. The default is -1, where no critical level is in place. Bin Location of the item within the par. Table 6.20: InventoryByDeptParDetail.rpt

128 6.36 OptiFlex View Reports in Report Viewer Inventory Issue Price Consignment Items Report File Name: InventoryCostConsignment.rpt : Item Value by Maximum Par level for consignment items only. This report shows active consignment items on the inventory for the selected par and sorts by the total par value in descending order. Selection Options: Department and Par Figure 6.46: InventoryCostConsignment.rpt The following table describes the columns. Column Name Dept Par Item ID Charge Patient Department for which this report was run. Par for which this report was run. The item number for which detail information is reported. The description of the item. Indicates if the item is chargeable to the patient in this par. All items on this report will be False = not patient chargeable. Issue UOfM Issue Unit of Measure the unit of measure in which the item is issued to the supply room. Unit Price The unit price of the item. Par Level The maximum quantity of the item to be kept on this par location. Item Value Par level multiplied by unit price. Qty On Hand Quantity of the item currently on the shelf Value On Hand Value of the quantity currently on the shelf Consignment Indicates that the item is a consignment item Total Value of Inventory TotalValue of items at par level TotalValue of items on hand Table 6.21: InventoryCostConsignment.rpt

129 OptiFlex View Reports in Report Viewer 6.37 Inventory Issue Price in Descending Order Report File Name: InventoryCost.rpt : Item Value by Maximum Par level. This report shows active items on the inventory for the selected par and sorts by the total par value in descending order for both owned and consigned items. Selection Options: Department and Par Figure 6.47: InventoryCost.rpt The following table describes the columns. Column Name Dept Par Item ID Charge Patient Issue UOfM Unit Price Par Level Item Value Rank Table 6.22: InventoryCost.rpt Department for which this report was run. Par for which this report was run. The item number for which detail information is reported. The description of the item. Indicates if the item is chargeable to the patient in this par. All items on this report will be False = not patient chargeable. Issue Unit of Measure the unit of measure in which the item is issued to the supply room. The unit price of the item. The maximum quantity of the item to be kept on this par location. Par level multiplied by unit price. Ranked in descending order according to total item value kept at this par location.

130 6.38 OptiFlex View Reports in Report Viewer Inventory Issue Price Owned Report File Name: InventoryCostOwned.rpt : Item Value by Maximum Par level for owned items only. This report shows active items on the inventory for the selected par and sorts by the total par value in descending order for owned items only. Selection Options: Department and Par Figure 6.48: InventoryCostOwned.rpt The following table describes the columns. Column Name Dept Par Item ID Charge Patient Department for which this report was run. Par for which this report was run. The item number for which detail information is reported. The description of the item. Indicates if the item is chargeable to the patient in this par. All items on this report will be False = not patient chargeable. Issue UOfM Issue Unit of Measure the unit of measure in which the item is issued to the supply room. Unit Price The unit price of the item. Par Level The maximum quantity of the item to be kept on this par location. Item Value Par level multiplied by unit price. Consignment Indicates that the item is a consignment item Total Value of Inventory TotalValue of items at par level. TotalValue of items on hand Table 6.23: InventoryCostOwned.rpt

131 OptiFlex View Reports in Report Viewer 6.39 Inventory or Count Transactions Report File Name: InventoryCountTransactions.rpt : Inventory or Count by Department/Par. This report shows count or inventory transactions and any discrepancies for the requested department(s) and par(s) within the requested date range. Selection Options: Department and Par Date Range Figure 6.49: InventoryCountTransactions.rpt The following table describes the columns. Column Name Dept Par Transaction Item Quantity Difference Terminal Name Min Max Charge Patient? Department for which this report was run. Par for which this report was run. Indicates if the transaction was a count or an order under the materials management functions. The item number for which detail information is reported. The description of the item. The difference or discrepancy between the on-hand value calculated within the system and the quantity entered by the user. Name of the computer where the count or inventory was performed. The minimum quantity of the item to be kept on this par. The maximum quantity of the item to be kept on this par. Indicates if the item is chargeable to the patient in this par. Item Location Scan Date Bin Location of the item within the par area. Date on which the count or inventory was entered. Table 6.24: InventoryCountTransactions.rpt

132 6.40 OptiFlex View Reports in Report Viewer Inventory Usage Summary Report File Name: UsageSummary.rpt : Inventory Usage by Department/Par. This report shows inventory usage for the requested department(s) and par(s) within the requested date range. Selection Options: Department and Par Item ID Date Range Figure 6.50: UsageSummary.rpt The following table describes the columns. Column Name From Date range selected for report. Dept Department for which this report was run. Par Par for which this report was run. Item The item number for which information is reported. The description of the item. Inventory Usage Summary Information Issues Quantity of units issued to patient during the requested time period Credits Quantity of units credited to patient during the requested time period Discrepancy Any discrepancies created for this item when a count or inventory was completed. Total Total issues minus credits minus discrepancies. Note that a negative discrepancy would be an addition to the quantity issued. Cost Quantity issued multiplied by issue unit cost. Orders Total Quantity of units ordered during the requested time period Cost Quantity ordered multiplied by issue unit cost. Totals this department Totals of each column for the requested department(s) and par(s). Table 6.25: UsageSummary.rpt

133 OptiFlex View Reports in Report Viewer 6.41 Inventory Usage Summary by Doctor Report File Name: DoctorUsageSummary.rpt : Inventory Usage by Doctor by Department/Par. This report shows inventory usage for the requested department(s) and par(s) within the requested date range and the physician with which the issue or credit was associated. Note that this is only applicable in locations where a doctor selection is made prior to issuing items to a patient. Selection Options: Department and Par Item ID Date Range Figure 6.51: DoctorUsageSummary.rpt The following table describes the columns. Column Name From Date range selected for report. Dept Department for which this report was run. Par Par for which this report was run. Item The item number for which information is reported. The description of the item. Inventory Usage Summary Information Group Supply group or category code with which this item is associated. Issues Quantity of units issued to patient during the requested time period Credits Quantity of units credited to patient during the requested time period Total Total issues minus credits. Cost Issue unit cost. Doctor Physician with which the issue is associated. Totals this department Totals of each column for the requested department(s) and par(s). Table 6.26: DoctorUsageSummary.rpt

134 6.42 OptiFlex View Reports in Report Viewer Inventory with Issue cost of $0.00 Report File Name: InventoryZeroCost.rpt : Items with $0 issue cost. This report shows items that have an issue unit cost of $0.00 for the requested department(s) and par(s). Selection Options: Department and Par Figure 6.52: InventoryZeroCost.rpt The following table describes the columns. Column Name Dept Par Item Issue U of M Purchase Information U of M Factor Cost Total Number of Items for Dept/PAR Table 6.27: InventoryZeroCost.rpt Department for which this report was run. Par for which this report was run. The item number for which information is reported. The description of the item. Issue unit of measure Purchase unit of measure Purchase unit of measure factor; how many of the issue units are in a purchase unit Purchase unit cost. Total distinct item ids included for this department and par

135 OptiFlex View Reports in Report Viewer 6.43 Item Charge Information by Dept by PAR Report File Name: InventoryChargeInfo.rpt : Items with their associated charge number. This report shows items with their associated charge number for the requested department(s) and par(s). Selection Options: Department and Par Item ID Figure 6.53: InventoryChargeInfo.rpt The following table describes the columns. Column Name Dept Par ItemID Issue U of M Charge Number Charge Patient Department for which this report was run. Par for which this report was run. The item number for which information is reported. The description of the item. Issue unit of measure Charge number associated with this item Indicates if the item is chargeable to the patient in this par. Table 6.28: InventoryChargeInfo.rpt

136 6.44 OptiFlex View Reports in Report Viewer Item Inquiry by Item # with Dept/PAR Location Total of Qty Report File Name: ItemInfo.rpt : Pars in which an item is located. This report shows the department(s) and par(s) in which the selected item(s) is located. Selection Options: Item ID Figure 6.54: ItemInfo.rpt The following table describes the columns. Column Name Item # Department Par Location Min Max On Hand Manual Order Charge Patient Total Number of Items The item number for which information is reported. The description of the item. Department in which this item is included. Par in which this item is included. Bin location for the item Minimum quantity set on this par Maximum quantity set on this par Quantity currently on hand of this item on this par Indicates if the item is a manual order. Manual order items do not accumulate orders when items are issued. Indicates if the item is chargeable to the patient in this par. Total quantity of this item on hand in the multiple par locations. Table 6.29: ItemInfo.rpt

137 OptiFlex View Reports in Report Viewer 6.45 Item Inquiry for Department and Par Location Report File Name: ItemInquiryDeptPAR.rpt : Facility and pars in which an item is located. This report shows the facility, department(s) and par(s) in which the selected item(s) is located. Selection Options: Item ID Figure 6.55: ItemInquiryDeptPAR.rpt The following table describes the columns. Column Name Item # Facility ID Dept Nbr Par Max Par IUOM Min On Hand Location The item number for which information is reported. The description of the item. ID of the facility in which this item is located; if multiple facilities are in the same database, can pull data for more than one facility at a time. Department in which this item is included. Par in which this item is included. Maximum quantity set on this par of the par in which the item is located Issue Unit of measure Minimum quantity set on this par Quantity currently on hand of this item on this par Bin location of this item Table 6.30: ItemInquiryDeptPAR.rpt

138 6.46 OptiFlex View Reports in Report Viewer Item Master Inquiry Report File Name: ItemMastInquiry.rpt : Item Master detail information. This report shows the purchase information for the requested item(s). The data is at the item master level. Selection Options: Item ID Figure 6.56: ItemMastInquiry.rpt The following table describes the columns. Column Name Item ID The item number for which information is reported. The description of the item. Label Label description of the item if one has been entered Nurse Nurse description of the item if one has been entered. PUOM Purchase unit of measure PUOM Factor Purchase unit of measure factor; number of issue units required to equal one purchase unit. PUOM Price Purchase unit of measure price Stock Item Indicates if the item is stock. True = stock item; False = nonstock item Table 6.31: ItemMastInquiry.rpt

139 OptiFlex View Reports in Report Viewer 6.47 Items without Cross References Report File Name: BlankCrossRef.rpt : Items that have no cross reference data. This report shows all items in purchase information for the requested item(s). The data is at the item master level. Selection Options: Department and Par Figure 6.57: BlankCrossRef.rpt The following table describes the columns. Column Name Parskey Department and par in which the item is located Item ID The item number for which information is reported. The description of the item. Vendor Name Vendor that provides the item to the facility VendorItemNumber Vendor s reorder or catalog number Table 6.32: BlankCrossRef.rpt

140 6.48 OptiFlex View Reports in Report Viewer Physical Inventory Report for Inventory Function Report File Name: PhysicalInventory.rpt : Inventory and current on hand value. This report shows current on hand quantities and values of all items on the requested department(s) and par(s) within the requested date range. Selection Options: Department and Par Date Range Figure 6.58: PhysicalInventory.rpt The following table describes the columns. Column Name From Date range selected for report. Department Department in which this item is included. Par Par in which this item is included. Item ID The item number for which information is reported. Item The description of the item. Shelf Location Physical location of the item Issue U of M Issue unit of measure PU of M Factor Purchase unit of measure factor; number of issue units required to equal one purchase unit. Issue U of M Cost Issue unit of measure price Par Level The maximum quantity to keep at this par location. On Hand Quantity currently on hand of this item on this par On Hand Value Issue unit cost multiplied by the on hand quantity Table 6.33: PhysicalInventory.rpt

141 OptiFlex View Reports in Report Viewer 6.49 Shelf Labels Avery 8160 Report File Name: InventoryShelfLabelsAvery8160.rpt : Print shelf labels on Avery label stock to standard LaserJet printer. This report prints labels on Avery label stock using a standard LaserJet printer if no label printer is available. Selection Options: Department and Par Item ID Figure 6.59: InventoryShelfLabelsAvery8160.rpt The following table describes the columns. Column Name Min Minimum par level for this item. Max Maximum par level for this item InventoryDetailKey Department/ par and item id for the barcode immediately below. The description of the item. Table 6.34: InventoryShelfLabelsAvery8160.rpt

142 6.50 OptiFlex View Reports in Report Viewer Shelf Labels OM Report File Name: InventoryShelfLabelsOM86101.rpt : Print shelf labels on Office Max label stock to standard LaserJet printer. This report prints labels on Office Max label stock using a standard LaserJet printer if no label printer is available. Selection Options: Department and Par Item ID Figure 6.60: InventoryShelfLabelsOM86101.rpt The following table describes the columns. Column Name Min Minimum par level for this item. Max Maximum par level for this item InventoryDetailKey Department/ par and item id for the barcode immediately below. The description of the item. Table 6.35: InventoryShelfLabelsOM86101.rpt

143 OptiFlex View Reports in Report Viewer 6.51 Kit/Procedure Reports Kits list by Department Report File Name: Kits.rpt : Selected by Department lists all kits and all items in each kit. This report pulls active kits and sorts by the kit number in ascending order and by item id in ascending order within each kit. Scanning the barcode at the top of each kit list will issue the items in the kit to the selected patient. Selection Options: Department and Par. Note: If only one par is selected and kit includes items from other pars, only the items pulled from the selected par will be shown. Figure 6.61: Kits.rpt The following table describes the columns. Column Name Kit ItemID Department/Par Quantity Total number of items Table 6.36: Kits.rpt The name and number assigned when this kit was created. Item ID associated with this item Department and par from which items in this kit are built. The description of the item. Quantity that will be included when this kit is scanned Calculates the total number of items included in the kit. This is not the number of different item ids in the kit.

144 6.52 OptiFlex View Reports in Report Viewer Kits list by Department with barcodes Report File Name: Kitbarcode.rpt : Selected by Department lists all kits and all items in each kit with barcodes. This report pulls active kits and sorts by the kit number in ascending order with each kit printing on a new page. Scanning the barcode at the top of each kit list will issue the items in the kit to the selected patient. Scanning the bar code to the right will issue the individual item. Selection Options: Department and Par. Note: If only one par is selected and kit includes items from other pars, only the items pulled from the selected par will be shown. Figure 6.62: Kitbarcode.rpt The following table describes the columns. Column Name Department Department from which items in this kit are built. PAR Par from which items in this kit are built. KitID Kit number assigned when this kit was created. Displayed underneath the top bar code. Kit Kit description assigned when this kit was created. Displayed underneath the top bar code. of the Item included in the kit Dept/Par Department and par this item was selected from in building the kit. KitQuantity Quantity of the item that will be issued when the kit is scanned. IssueUOfM Unit of measure in which item is issued to a patient. ItemNbr Item ID Item Barcode Barcode of the individual item ID. Table 6.37: Kitbarcode.rpt

145 OptiFlex View Reports in Report Viewer 6.53 Patient Reports Audit Report for Outpatient Charging Report File Name: PatChargeAuditOut.rpt : Charges for outpatient accounts. This report pulls all posted charges and credits for outpatients within the requested department(s), par(s) and date range sorted by patient account id. Note: The date used in selecting records for this report is the Charge Date, not the Transaction Date. Selection Options: Department and Par Date Range Figure 6.63: PatChargeAuditOut.rpt The following table describes the columns. Column Name From Date range selected for report. Pat. No. Patient Account ID or visit number Name Patient last and first name Dept Department for this report section. PAR Par for this report section. Charging Information Charge No Charge number associated with this item Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No = nonchargeable. Charged Indicates that the item was processed through the charge sending program. Will be Yes regardless of whether or not an item is chargeable. Item # Item ID of the item issued to the outpatient of the item Qty Quantity of the item that was issued to the outpatient. A credit will show a negative quantity. Scan Date/Time Date and time item was issued to the outpatient Table 6.38: PatChargeAuditOut.rpt

146 6.54 OptiFlex View Reports in Report Viewer Audit Report for Patient Charging Report File Name: PatientChargeAudit.rpt : Charges for patient accounts. This report shows posted charges and credits for all patients within the requested department(s), par(s) and date range sorted by patient account id. Note: The date used in selecting records for this report is the Charge Date, not the Transaction Date. Selection Options: Department and Par Date Range Figure 6.64: PatientChargeAudit.rpt The following table describes the columns. Column Name From Date range selected for report. Pat. No. Patient Account ID or visit number Name Patient last and first name Dept Department for this report section. PAR Par for this report section. Charging Information Charge No Charge number associated with this item Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No = nonchargeable. Charged Indicates that the item was processed through the charge sending program. Will be Yes regardless of whether or not an item is chargeable. Posted Indicates that the item was processed through the charge sending program and has been posted Item # Item ID of the item issued to the patient of the item Qty Quantity of the item that was issued to the patient. A credit will show a negative quantity. Service Date/Time Transaction Date and time item was issued to the patient Table 6.39: PatientChargeAudit.rpt

147 OptiFlex View Reports in Report Viewer 6.55 Issuing User If login is being used at the facility, the last and first name of the user that issued the item to the patient. Patient Total Charges Sum of the quantity of items issued to this patient Total Count of Credits Sum of the quantity of items credited Total Items Charged to Sum of the quantity of items issued and credited to patients Patients Charges Minus Credits Total Items Charged minus Total Count of Credits Transactions Number of distinct transactions on this report Table 6.39: PatientChargeAudit.rpt

148 6.56 OptiFlex View Reports in Report Viewer Audit Report for Patient Issues - All Report File Name: PatientIssuesAll.rpt : Issues and credits for patient accounts. This report shows all posted and unposted charges and credits for all patients within the requested department(s), par(s) and date range sorted by patient account id. Selection Options: Department and Par Date Range Figure 6.65: PatientIssuesAll.rpt The following table describes the columns. Column Name From Pat. No. Name Dept PAR Charging Information Charge No Charge Pat Charged Table 6.40: PatientIssuesAll.rpt Date range selected for report. Patient Account ID or visit number Patient last and first name Department for this report section. Par for this report section. Charge number associated with this item. If this field is blank and the charge patient field is Yes, no charge will be sent for the item because there is no charge number associated with the item to be sent to the patient billing system. Indicates if the item is chargeable for this department and par. Yes = chargeable; No = nonchargeable. Indicates that the item was processed through the charge sending program. Will be Yes regardless of whether or not an item is chargeable.

149 OptiFlex View Reports in Report Viewer 6.57 Posted Item # Qty Scan Date/Time Issuing User Indicates that the item was posted when processed successfully through the charge sending program. Item ID of the item issued or credited of the item Quantity of the item that was issued to the patient. A credit will show a negative quantity. Date and time item was issued to the patient If login is being used at the facility, the last and first name of the user that issued the item to the patient. Sum of the quantity of items issued to this patient Sum of the quantity of items credited Patient Total Charges Total Count of Credits Total Items Charged to Sum of the quantity of items issued and credited to patients Patients Charges Minus Credits Total Items Charged minus Total Count of Credits Transactions Number of distinct transactions on this report Table 6.40: PatientIssuesAll.rpt

150 6.58 OptiFlex View Reports in Report Viewer Audit Report for Patient Issues Not Posted Report File Name: PatientIssuesNotPosted.rpt : Unposted issues and credits for patient accounts. This report shows all unposted charges and credits for all patients within the requested department(s), par(s) and date range sorted by patient account id. Selection Options: Department and Par Date Range Figure 6.66: PatientIssuesNotPosted.rpt The following table describes the columns. Column Name From Pat. No. Name Dept PAR Charging Information Charge No Date range selected for report. Patient Account ID or visit number Patient last and first name Department for this report section. Par for this report section. Charge number associated with this item. If this field is blank and the charge patient field is Yes, no charge will be sent for the item because there is no charge number associated with the item to be sent to the patient billing system. Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No = nonchargeable. Charged Indicates that the item was processed through the charge sending program. Will be Yes regardless of whether or not an item is chargeable. Table 6.41: PatientIssuesNotPosted.rpt

151 OptiFlex View Reports in Report Viewer 6.59 Posted Item # Dept/Par Qty Scan Date/Time Issuing User Indicates that the item was posted when processed successfully through the charge sending program. All items on this report will be No. Item ID of the item issued to the patient of the item Department and par this item was selected from in building the kit. Quantity of the item that was issued to the outpatient. A credit will show a negative quantity. Date and time item was issued to the outpatient If login is being used at the facility, the last and first name of the user that issued the item to the patient. Sum of the quantity of items issued to this patient Sum of the quantity of items credited Patient Total Charges Total Count of Credits Total Items Charged to Sum of the quantity of items issued and credited to patients Patients Charges Minus Credits Total Items Charged minus Total Count of Credits Transactions Number of distinct transactions on this report Table 6.41: PatientIssuesNotPosted.rpt

152 6.60 OptiFlex View Reports in Report Viewer Audit Report for Patient Issues - Posted Report File Name: PatientIssuesPosted.rpt : Posted charges for patient accounts. This report pulls posted charges and credits for all patients within the requested department(s), par(s) and date range sorted by patient account id. Selection Options: Department and Par Date Range Figure 6.67: PatientIssuesPosted.rpt The following table describes the columns. Column Name From Date range selected for report. Pat. No. Patient Account ID or visit number Name Patient last and first name Dept Department for this report section. PAR Par for this report section. Charging Information Charge No Charge number associated with this item Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No = nonchargeable. Charged Indicates that the item was processed through the charge sending program. Will be Yes regardless of whether an item is chargeable. Posted Indicates that the item was posted when processed successfully through the charge sending program. Item # Item ID of the item issued to the patient of the item Qty Quantity of the item that was issued to the patient. A credit will show a negative quantity. Service Date/Time Transaction Date and time item was issued to the patient Issuing User If login is being used at the facility, the last and first name of the user that issued the item to the patient. Table 6.42: PatientIssuesPosted.rpt

153 OptiFlex View Reports in Report Viewer 6.61 Patient Charges by Department by PAR Posted Charges Report File Name: PatientChargeDeptPAR.rpt : Posted charges for patient accounts. This report pulls posted charges and credits for all patients within the requested department(s), par(s) and date range sorted by department and par. Selection Options: Department and Par Date Range Figure 6.68: PatientChargeDeptPAR.rpt The following table describes the columns. Column Name From Dept PAR Patient No. Patient Name Item # Qty Date range selected for report. Department for this report section. Par for this report section. Patient Account ID or visit number Patient last and first name Item ID of the item issued to the patient of the item Quantity of the item that was issued to the patient. A credit will show a negative quantity. Last Transaction Date/ Last Date and time item was issued to the patient from this par on this particular day Time Total Items Charged to Sum of the quantity of items issued to patients from this par on this day Patient Total Items Charged Sum of the quantity of items issued to patients from this par on this day Table 6.43: PatientChargeDeptPAR.rpt

154 6.62 OptiFlex View Reports in Report Viewer Patient Scan Report Report File Name: PatientScanReport.rpt : Patient account id bar codes. This report prints a barcode of the patient account id for all patients within the requested department(s) and par(s) sorted by patient last name. It only includes outpatients and admitted inpatients. Selection Options: Department and Par Figure 6.69: PatientScanReport.rpt The following table describes the columns. Column Name Facility Facility number and name MRN Medical Record Number Last Name Patient Last Name First Name Patient First Name Room Patient s room number PID Patient account id or visit number Barcode Barcode of the patient account id Table 6.44: PatientScanReport.rpt

155 OptiFlex View Reports in Report Viewer 6.63 Transaction Report by Individual Patient and Date Range Report File Name: PatientTransByDate.rpt : Items issued to an individual patient. This report lists all items charged to this patient within the requested date range. Selection Options: Patient Account ID Date Range Figure 6.70: PatientTransByDate.rpt The following table describes the columns. Column Name From Date range selected for report. Patient Account Patient Account ID or visit number Patient Name Patient last and first name Transaction Date/Time Date and time item was issued to the patient Trans Type Indicates if the item was issued or credited Trans Qty Absolute value of the quantity of the item that was issued or credited to the patient. Item ID Item ID of the item issued to the patient Chargeable Indicates if the item is chargeable or not. True = Chargeable; False = not chargeable Charge No Charge number associated with this item of the item Table 6.45: PatientTransByDate.rpt

156 6.64 OptiFlex View Reports in Report Viewer Requisition Reports Items On Order Report File Name: ItemsOnOrder.rpt : Items on order at time of report. This report list items that were on order for the requested department(s) and par(s) at the time the report was created. Selection Options: Department and Par Figure 6.71: ItemsOnOrder.rpt The following table describes the columns. Column Name Department Department requested for this report Par Par requested for this report Item # Item ID of the item on order Item UOM Unit of Measure in which the item was ordered Quantity Quantity on order Total for Department Total of items on order for the department and par Table 6.46: ItemsOnOrder.rpt

157 OptiFlex View Reports in Report Viewer 6.65 Items That Need to be Ordered Report File Name: ItemsToBeOrdered.rpt : Items that will be placed on order at time of next order. This report list items that will be ordered for the requested department(s) and par(s) if an order is placed immediately after the report was created. Any items scanned in the time frame between the creation of this report and creation of the order will be added to the items on this report for ordering. Selection Options: Department and Par Figure 6.72: ItemsToBeOrdered.rpt The following table describes the columns. Column Name Department Par Inventory Management Method Item ID Quantity Order UOM Stock Item Total Items for Department Table 6.47: ItemsToBeOrdered.rpt Department requested for this report Par requested for this report Indicates if the par is Track where the max and min is used to calculate a quantity to order or Usage where an item is ordered to replace every item scanned. Item ID of the item to be ordered Item Quantity on order Unit of Measure in which the item will be ordered True if an item is stock; False if an item is nonstock Total of items to be ordered for the department and par

158 6.66 OptiFlex View Reports in Report Viewer Open Orders by Vendor Report File Name: DailyOpenOrderReciepts.rpt : Orders that have been placed but not received. This report list all orders and the order detail that are still open for the requested department(s) and par(s). If the order is for a nonstock tracking par and some items have been received, the order will still show in this report with the open items and will reflect any quantities already received. Selection Options: Department and Par Figure 6.73: DailyOpenOrderReciepts.rpt The following table describes the columns. Column Name Date Ordered Date order was placed Vendor Vendor Number and Name if order was for nonstock items Department Department requested for this report Par Par requested for this report Order Number Order number that appears directly below the bar code Receiver Item Item ID of the item ordered Manufacturer item Vendor s catalog or reorder number Number Item UM Unit of Measure in which the item was ordered Quantity Quantity on order RCVD Quantity received Days Open Days the order has been open Table 6.48: DailyOpenOrderReciepts.rpt

159 OptiFlex View Reports in Report Viewer 6.67 Open Orders with Total Lines Report File Name: OpenOrderRecieptsTotalLines.rpt : Total Lines of open orders. This report lists all orders that are still open without the order detail for the requested department(s) and par(s). If the order is for a non-stock par that tracks back orders and some items have been received, the open lines will differ from the total lines. Selection Options: Department and Par Figure 6.74: OpenOrderRecieptsTotalLines.rpt The following table describes the columns. Column Name FacilityID The facility for which the order was placed OrderKey The order number created when the order was placed and appeared on the receipt Department Department requested for this report Par Par requested for this report Par Location Par description Total Lines Number of lines (different items) on the order Open Line Number of lines on the order that have not been received. May not equal total lines if par is tracking backorders and some items from the original order have been received. Date and Time Ordered Date and time the order was placed by OptiFlex Table 6.49: OpenOrderRecieptsTotalLines.rpt

160 6.68 OptiFlex View Reports in Report Viewer Order Summary Report File Name: OrderSummary.rpt : Total Orders within the date range for requested department and par. This report list all orders placed within the specified time for the requested department(s) and par(s). Selection Options: Department and Par Date Range Figure 6.75: OrderSummary.rpt The following table describes the columns. Column Name From Date range selected for report. Dept/Par Department and par requested for this report OptiFlex Order # The order number created when the order was placed and appeared on the receipt Host Order # If a host order number is received back into the OptiFlex system via an interface, the order number that was received. Date Order Sent Date order was sent to the host system Requestor Name of user placing order. ReqSys is the user for Reqmaster that handles ordering in OptiFlex systems Received Indicates if the order has been received and the receipt closed. True = items received and receipts closed False = items not received and receipts open Table 6.50: OrderSummary.rpt

161 OptiFlex View Reports in Report Viewer 6.69 Receipts by PAR/Dept Report File Name: OrderReceipts.rpt : Total Orders within the date range for requested department and par. This report shows receipts that for all orders placed for the requested department(s) and par(s) and reflects the received quantities for closed receipts. Selection Options: Department and Par Figure 6.76: OrderReceipts.rpt The following table describes the columns. Column Name Date Ordered Date order was placed Order Number Order number that appears directly below the bar code Vendor Vendor Number and Name if order was for nonstock items Department Department requested for this report Par Par requested for this report Warehouse Location Physical location of the item in the warehouse Item Receiver Item Item ID of the item ordered Dept Bin Location Physical location of the item in the par supply area UM Unit of Measure in which the item was ordered Quantity Quantity on order RCVD Quantity received Table 6.51: OrderReceipts.rpt

162 6.70 OptiFlex View Reports in Report Viewer Requisition Exceptions Report File Name: UsageExceptions.rpt : Average supply usage over selected time period. This report shows usage and order data for the requested department(s) and par(s) during the requested date range. Selection Options: Department and Par Date Range Figure 6.77: UsageExceptions.rpt The following table describes the columns. Column Name From Date range selected for report. Department Department requested for this report. Par Par requested for this report. Item ID Item ID of the item to be ordered. Item. Quantity Quantity on order. IUOM Unit of Measure in which the item is ordered. Order Max The maximum quantity ordered during the requested time period of the item. Monthly Usage Average Average usage for this item over the months requested. +/-2 Sigma 95% confidence level of the usage; the usage is within +/- of the average. N Number of months during the requested date range with usage for this item. To Date Usage to date in the current month. Min Minimum used during the requested date range. Max Maximum used during the requested date range. PUOM Unit of Measure in which the item is purchased. Conversion Factor Purchase Unit of Measure Factor; the number of issue units in each purchase unit. Item Cost Issue Unit of Measure Cost for this item. Purchase $ Value Quantity multiplied by item cost Cumm Total Cost of Orders Table 6.52: UsageExceptions.rpt Total quantity ordered during the time period multiplied by the issue unit of measure cost

163 OptiFlex View Reports in Report Viewer 6.71 Requisition Information by Department by Par Report File Name: Requisitions.rpt : List of all items ordered for a department/par during a specified time period. This report shows all items ordered along with the quantity and date of each order for the requested department(s) and par(s) during the requested date range. Selection Options: Department and Par Date Range Figure 6.78: Requisitions.rpt The following table describes the columns. Column Name From Date range selected for report. Department Department requested for this report Par Par requested for this report Item ID Item ID of the item ordered Item Quantity Quantity ordered Issue U Of M Unit of Measure in which the item is ordered Date/Time Date and time the order was placed Total Items Total quantity of all items included on the report Table 6.53: Requisitions.rpt

164 6.72 OptiFlex View Reports in Report Viewer Requisitions That Could Not Be Completed Report File Name: ReqExceptions.rpt : Items with a requisition exception. This report shows all items ordered for which the order/requisition could not be completed along with the reason why the order could not be completed for the requested department(s) and par(s) during the requested date range. Selection Options: Department and Par Date Range Figure 6.79: ReqExceptions.rpt The following table describes the columns. Column Name From Date range selected for report. Department Department requested for this report Par Par requested for this report Item ID Item ID of the item ordered Exception Comment Reason why the order/requisition could not be completed for this item. Qty Quantity ordered Date/Time Date and time the order was placed Total for Department Total quantity of all items for this department and par for which the order/requisition could not be completed. Items Count Total distinct items for which the order/requisition could not be completed. Table 6.54: ReqExceptions.rpt

165 OptiFlex View Reports in Report Viewer 6.73 Transaction Reports Credited Items Report File Name: CreditItems.rpt : Selected by Date Range lists all items credited or returned to shelf. This report shows items that were credited to a patient account during the specified date range. Selection Options: Date Range Figure 6.80: CreditItems.rpt The following table describes the columns. Column Name From Date range selected for report. Dept/PAR Department and Par from which items in this report were credited Department Department name from which items in this report were credited. Patient# Patient Account ID or visit number PatientName Patient Name as it was received from the ADT interface Item Item ID of the item that was credited Charge# Charge number associated with this item Item Quantity Quantity of the item that was credited ScanDate/Time The date and time at which the item was credited Table 6.55: CreditItems.rpt

166 6.74 OptiFlex View Reports in Report Viewer Item Usage By Vendor Report File Name: VendorlUsage.rpt : List of all items used with a specific lot or serial number. This report shows all items with the requested lot and/or serial number and provides the patient account id of the charged patient. The lot/serial criteria will search within the lot or serial field for the data so partial numbers may be entered. It is sorted by item id then by descending transaction date order. Selection Options: Vendor Date Range Figure 6.81: VendorlUsage.rpt The following table describes the columns. Column Name From Date range selected for report. Item Item ID of the item from the vendor requested. Item Vendor Vendor for this item. Vendor Cat Vendor catalog or reorder number SubAccount Account Category received from Material Information System Par Department and par for which usage is being reported. Usage Quantity used during the requested date range. Usage Cost Usage multiplied by purchase unit of measure cost. Receipts Quantity ordered and received during the requested date range. Receipt Cost Quantity received multiplied by purchase unit of measure cost. Table 6.56: VendorlUsage.rpt

167 OptiFlex View Reports in Report Viewer 6.75 Lot/Serial Number Usage Report Report File Name: LotSerialUsage.rpt : List of all items used with a specific lot or serial number. This report shows all items with the requested lot and/or serial number and provides the patient account id of the charged patient. The lot/serial criteria will search within the lot or serial field for the data so partial numbers may be entered. It is sorted by item id then by descending transaction date order. Selection Options: Lot and/or Serial number Date Range Figure 6.82: LotSerialUsage.rpt The following table describes the columns. Column Name Lot number containing The lot or serial number entered as a search criteria for the report request. From Date range selected for report. Item Item ID of the item containing the lot/serial number requested. Item Lot Number Lot number entered for this item and patient. Serial Number Serial number entered for this item and patient Patient Patient account id (visit number) with items requiring lot/serial number charged/credited to their account. Transaction Date Date item was charged/credited to patient. Usage Quantity used Total Usage Total Quantity of this item with this lot number used. Table 6.57: LotSerialUsage.rpt

168 6.76 OptiFlex View Reports in Report Viewer Patient Report of Lot/Serial #s by Date Range Report File Name: LotSerialNbrByDate.rpt : Patients with items requiring lot/serial number. This report shows all patients that have items issued or credited to their account that required a lot or serial number. It is sorted by patient account id and items within each patient s records are sorted by item id. Selection Options: Date Range Figure 6.83: LotSerialNbrByDate.rpt The following table describes the columns. Column Name From Date range selected for report. Patient Account Patient account id (visit number) with items requiring lot/serial number charged/credited to their account. Patient Name Patient name with items requiring lot/serial number charged/credited to their account. Trans Date/Time Date item was charged/credited to patient. Trans Type Type of transaction. Will be Issue or Credit. Trans Qty Quantity issued to the patient. For items with lot/serial number, will always = 1. Item ID Item Number of the item with a lot and serial number charged to this patient. of the item with a lot and serial number charged to this patient. Item Lot Nbr Lot number entered for this item and patient. Item Serial Nbr Serial number entered for this item and patient Table 6.58: LotSerialNbrByDate.rpt

169 OptiFlex View Reports in Report Viewer 6.77 Skipped Charges Report File Name: SkippedCharges.rpt : Charges that were not sent to the Patient Accounting System by Date Range. This report shows all issue or credit transactions that were not sent across the charge interface to the patient accounting system during the selected date range. It is sorted by item id. Selection Options: Date Range Figure 6.84: SkippedCharges.rpt The following table describes the columns. Column Name From Date range selected for report. Department Department from which items in this kit are built. PAR Par from which items in this kit are built. Charge# Charge number associated with this item. Item # Item number that was not sent across the charge interface. Patient # Patient Account ID or visit number. of the item not charged. Exception Comment Reason why the system did not send a charge across the charge interface. Issue Date Date the issue or credit was created. Table 6.59: SkippedCharges.rpt

170 6.78 OptiFlex View Reports in Report Viewer Transactions by Item # Report File Name: Transactions.rpt : Prints transactions for selected item by Date Range. This report shows all transactions for the selected item(s) during the selected date range. It is sorted by item id. Selection Options: Item ID Date Range Figure 6.85: Transactions.rpt The following table describes the columns. Column Name From Date range selected for report. Item# Item ID of the data immediately below. of the data immediately below. Min Minimum par level set for this item. Max Maximum par level set for this item. Chargeable Shows if the item is chargeable or not Tran Type Indicates the type of transaction event that is being reported for the item during the selected date range. Order_User = Manually ordered item; includes when the quantity was changed at the View Order/Inventory screen. Order_Host = Orders sent via ReqMaster when the Order Inventory button is selected. Issue = Item was issued to a patient or to a floor charge. Credit = Item was credited to a patient or to a floor charge. Receive = Item was received to a par location after being ordered. Count = Item was counted in a par location using the count function. Inventory = Item was inventoried in a par location using the inventory function. Order_Del = Item was deleted from a receipt. Table 6.60: Transactions.rpt

171 OptiFlex View Reports in Report Viewer 6.79 Location Department and par for which data is being reported on this line item. If the item(s) selected are in multiple pars or departments, the department and pars will appear in numerical order in the list under each item. A rule will appear to indicate a change in location Tran Date Date of time of the transaction event that is being reported for the item during the selected date range QTY Quantity of the transaction for this line item. User Name If users log in, the first and last name associated with the user id that initiated the transaction of this line item. Table 6.60: Transactions.rpt

172 6.80 OptiFlex View Reports in Report Viewer Transactions by PAR Location with Patient Information Report File Name: TransactionsPatient.rpt : Transactions for items in selected Department/Par by Date Range. This report shows all transactions for the selected par(s) and or department(s) during the selected date range and the patient to which an item was issued or credited, if applicable. It is sorted by item id. Selection Options: Department and Par Date Range Figure 6.86: TransactionsPatient.rpt The following table describes the columns. Column Name From Date range selected for report. Item# Item ID of the data immediately below. of the data immediately below. Min Minimum par level set for this item. Max Maximum par level set for this item. Chargeable Shows if the item is chargeable or not Table 6.61: TransactionsPatient.rpt

173 OptiFlex View Reports in Report Viewer 6.81 Tran Type Indicates the type of transaction event that is being reported for the item during the selected date range. Order_User = Manually ordered item; includes when the quantity was changed at the View Order/Inventory screen. Order_Host = Orders sent via ReqMaster when the Order Inventory button is selected. Issue = Item was issued to a patient or to a floor charge. Credit = Item was credited to a patient or to a floor charge. Receive = Item was received to a par location after being ordered. Count = Item was counted in a par location using the count function. Inventory = Item was inventoried in a par location using the inventory function. Order_Del = Item was deleted from a receipt. Location Department and par for which data is being reported on this line item. If multiple pars or departments were selected, they will appear in numerical order in the list under each item. A rule will appear to indicate a change in location. Tran Date Date of time of the transaction event that is being reported for the item during the selected date range QTY Quantity of the transaction for this line item. Patient Last Name Last name of patient to which an item was issued or credited. Will be blank if the transaction was not an issue or credit. Patient Room Room number of patient to which an item was issued or credited. Will be blank if the transaction was not an issue or credit. User Name If users log in, the first and last name associated with the user id that initiated the transaction of this line item. Table 6.61: TransactionsPatient.rpt

174 6.82 OptiFlex View Reports in Report Viewer Transactions by PAR Location Report File Name: Transactions.rpt : Transactions for items in selected Department/Par by Date Range. This report shows all transactions for the selected par(s) and or department(s) during the selected date range. It is sorted by item id. Selection Options: Department and Par Date Range Figure 6.87: Transactions.rpt The following table describes the columns. Column Name From Date range selected for report. Item# Item ID of the data immediately below. of the data immediately below. Min Minimum par level set for this item. Max Maximum par level set for this item. Chargeable Shows if the item is chargeable or not Tran Type Indicates the type of transaction event that is being reported for the item during the selected date range. Order_User = Manually ordered item; includes when the quantity was changed at the View Order/Inventory screen. Order_Host = Orders sent via ReqMaster when the Order Inventory button is selected. Issue = Item was issued to a patient or to a floor charge. Credit = Item was credited to a patient or to a floor charge. Receive = Item was received to a par location after being ordered. Count = Item was counted in a par location using the count function. Inventory = Item was inventoried in a par location using the inventory function. Order_Del = Item was deleted from a receipt. Table 6.62: Transactions.rpt

175 OptiFlex View Reports in Report Viewer 6.83 Location Department and par for which data is being reported on this line item. If multiple pars or departments were selected, they will appear in numerical order in the list under each item. A rule will appear to indicate a change in location. Tran Date Date of time of the transaction event that is being reported for the item during the selected date range QTY Quantity of the transaction for this line item. User Name If users log in, the first and last name associated with the user id that initiated the transaction of this line item. Table 6.62: Transactions.rpt

176 6.84 OptiFlex View Reports in Report Viewer User Log Information Report File Name: UserLoginInfo.rpt : Last login during selected date range by user. This report shows the last time a user logged in to a OptiFlex system during the requested date range. The data is reported based on facility id. If a user is set to facility id to access multiple facilities within the same database, their data will only show if the report is run for facility id Selection Options: Date Range Figure 6.88: UserLoginInfo.rpt The following table describes the columns. Column Name UserID Last Name First Name User Type User Status Last Transaction Date & Time for Log Type Table 6.63: UserLoginInfo.rpt User ID used to log in to a OptiFlex system. User s last name. User s first name. User Type; Admin = administrative users with full access. Current status of user. May include inactive users if the user id was active and used during the date range selected for the report. Date and Time of last log in to a OptiFlex system.

177 OptiFlex View Reports in Report Viewer 6.85 OR/Cath Lab Reports Cost of Supplies by Doctor Patient and Day Report File Name: DoctorPatientDay.rpt : Charges by doctor and patient sorted by date range. This report shows items that were charged to a patient and tied to a specific doctor during the specified date range. Is applicable only for areas using the doctor selection screen. Selection Options: Doctor Date Range Figure 6.89: DoctorPatientDay.rpt The following table describes the columns. Column Name From Date range selected for report. Doctor ID Doctor number and doctor name Patient ID Patient Account ID or visit number and patient name Date Date on which item(s) were issued to the patient by this doctor Item # Item ID of the item that was issued or credited Acct Cat Account Category or group to which the item belonged Item Quantity Quantity of the item that was credited Cost Hospital s cost of the item. (This is not the amount the patient is charge.) Table 6.64: DoctorPatientDay.rpt

178 6.86 OptiFlex View Reports in Report Viewer Implant/Special Items Report Report File Name: ORSpecialItems.rpt : Prints implant/consignment items by patient for date range. This report lists all data entered during an OR Case for any special items or consignment items. Selection Options: Patient Account Date Range Figure 6.90: ORSpecialItems.rpt The following table describes the columns. Column Name Patient Name Patient name with implant/special items data on their OR case. Patient ID Patient account id (visit number) with implant/special items data on their OR case. Patient MRN Patient medical record number. Date Date OR case was completed. Procedure Procedure associated with the OR Case Physician Physician who completed the procedure Case Number Number associated with the procedure and OR Case Mfg Item # Manufacturer s item number entered in the implant/special items data on their OR case. of the item entered in the implant/special items data on their OR case. Cost Cost entered in the implant/special items data on their OR case. Quantity Quantity of the item used in their OR case. Unit of Measure Unit of Measure of the item entered in the implant/special items data on their OR case. Lot Number Lot number of the item entered in the implant/special items data on their OR case. Serial Number Serial number of the item entered in the implant/special items data on their OR case. Table 6.65: ORSpecialItems.rpt

179 OptiFlex View Reports in Report Viewer 6.87 OR Items Charged but not on Pref Card Report File Name: ORCaseItemsNotOnPrefCard.rpt : Items Scanned during OR Case not originally on pref card. This report shows all cases for the requested physician, procedure group and date range, giving all items that were added to the case that were not originally on the preference card. It does not include items originally on the preference card where the quantity was increased over the quantity on the preference card. Note: The date used in selecting records for this report is the OR Case Date. Selection Options: Physician Procedure Date Range Figure 6.91: ORCaseItemsNotOnPrefCard.rpt The following table describes the columns. Column Name From Date range selected for report. OR Case ID Case ID for this section of the report Doctor Physician name for this section of the report. Procedure Procedure name for this section of the report. Patient Patient to which the case was attached ItemID Inventory detail key of the item which was scanned. Includes department, par and item number. Item description Transaction Date Date and time that the item was issued to the case Charge No Charge number associated with the item Charge Flag Indicates if the charge flas is set to charge the patient in this department and par Quantity Quantity of item scanned Table 6.66: ORCaseItemsNotOnPrefCard.rpt