Skip to main content
All CollectionsDash
How to Use the Mixture Report to Track Profitability of Compounded Items:
How to Use the Mixture Report to Track Profitability of Compounded Items:

This article offers a detailed, step-by-step guide on how to navigate through the Mixture Report on Dash using the Phox platform

K
Written by Kristen
Updated over 7 months ago

The Mixture Report helps you monitor the profitability of your compounded items efficiently. Follow these steps to make the most out of this feature.

Step 1: Accessing the Mixture Report

  1. Log in to your Dashboard: Enter your credentials to access your PharmaGuide account.

  2. Navigate to Reports: On the main menu, click on the Compounding section.

  3. Select Mixture Report: From the list of available reports, choose Sales.

Step 2: Understanding the Mixture Report Interface

  1. Table Overview: The report presents a table with various columns detailing each compounded item.

  2. Status Filter: Use the Status Filter to view compounds at different stages. Options may include Pending, Completed, In Progress, etc.

Step 3: Filtering and Selecting Data

  1. Date Selector: Use the date selector to choose specific date ranges. This helps in narrowing down the report to the desired timeframe.

  2. Search Bar:

    • Prescription Number: Enter the prescription number to filter results.

    • Doctor’s Last Name: Type in the doctor’s last name to see all compounds associated with that doctor.

    • Description: Use keywords from the description to find specific compounds.

Step 4: Reviewing Compounding Table Details

  1. Detailed Information: Review each entry in the compounding table to get detailed information about the mixtures, including ingredients, quantities, costs, and profitability.

  2. Column Sorting: Click on the column headers to sort the data as needed, for example, by cost, date, or doctor’s name.

Step 5: Downloading the Report

  1. Download Option: Click the Download Report button (usually located at the top or bottom of the report page) to get a downloadable version of the table.

  2. File Format: Select your preferred file format (e.g., CSV, PDF) and save the report to your device.

Additional Tips

  • Regular Updates: Make sure to regularly update the entries in Phox Docs to keep your Mixture Report accurate and up-to-date.

  • Utilize Filters: Leverage the status filter and date selector to focus on specific periods or stages of compounding.

  • Cross-reference Data: Use the detailed information in the compounding table to cross-reference with other reports or data points for comprehensive analysis.

The Mixture Report is a powerful tool to help you keep track of the profitability of your compounded items. By following the steps outlined above, you can efficiently navigate, filter, and utilize the report to make informed decisions.

Did this answer your question?