Managing pharmacy inventory is a complex task, but with the right tools and knowledge, it can become a streamlined part of your daily operations. The Inventory Summary View is one such tool that offers a comprehensive overview of your medication stock, including dispensed medications. This article guides you through accessing and making the most of this feature.
Accessing Inventory Summary
Start by opening the Inventory Summary View to gain an overview of your dispensed medications. This essential page reveals the last recorded count, total quantities ordered and dispensed, and the expected count. Such insights are invaluable for maintaining optimal inventory levels and ensuring the availability of medications for your patients.
Using Filters
Filter Options: Simplify your view by clicking the Filters button. A dropdown menu allows you to select statuses like "All," "Complete," "Overdue," and "Entry Required." This tailored approach helps you focus on areas needing immediate attention.
Active Filters: Once a filter is chosen, a chip indicating the active filter appears next to the Filters button. This instant update mechanism ensures the table reflects your selection without delay, facilitating smoother inventory management.
Removing Filters: To revert to a broader view, simply click on the chip next to the Filters button to remove any active filter.
Searching
For targeted searches within the inventory, such as looking up drug names or Drug Identification Numbers (DIN), utilize the search field provided. This feature is particularly useful for quickly accessing information on specific medications.
Adding New Counts
Record New Counts: Easily add a new physical count for a medication by clicking the Plus or Add Count button. This feature ensures your inventory data remains up-to-date.
Accessing Drug Details: For more information on a medication, click on its DIN or name. You'll be directed to the drug details page, where comprehensive drug information is available.
Table Navigation
Adjust the display settings to suit your preferences, including the number of rows per page. Use the navigation arrows at the table's bottom to browse through pages, making it easier to manage large inventories.
Accessing Drug Information
Choosing a Medication
Using the Inventory Summary View, locate a medication by its DIN or name. A simple click takes you to the drug's detailed information page.
Drug Info & Stats Card
This card on the drug details page provides crucial information about the medication, including statistical data on its usage, orders, and dispensing trends. Such insights are vital for informed inventory decisions.
Drug Transactions Component
Here, you can view detailed transaction data for the selected drug, including orders, dispenses, and returns. Analyzing these trends helps in effective inventory management.
Inventory Timeline
The Inventory Timeline feature allows for tracking the historical inventory levels of a medication, offering a clear picture of how transactions and usage patterns affect stock levels.
Modifying Inventory Counts
Adjusting Inventory Counts
On the drug details page, you can add, edit, or remove inventory counts as necessary, ensuring your records accurately reflect your stock levels.
Adding a New Count
Click the "Plus" button to input new inventory data, including the date and quantity. This ensures your inventory management system is up-to-date.
Editing Existing Counts
Should there be a need to adjust a count, select the "Pencil" option to edit the details and save your changes, maintaining accuracy in your inventory records.
Removing Counts
For counts that need to be removed, click the "Trash" option and confirm your action. This feature helps in keeping your inventory data clean and relevant.
Effectively utilizing the Inventory Summary View can significantly enhance your pharmacy's inventory management process. By taking advantage of the features outlined above, you can ensure a more efficient, accurate, and streamlined operation, ultimately leading to better patient care and service.