Inventory Reconcile Module

The Reconcile module assists with easily and efficiently reconciling the Actual on Hand values with the values that Propel Rx has recorded for multiple medications at one time.

If you need to exit from the Reconcile module before all drugs have been actioned, you can save your work by selecting Save Draft. For more information about drafts, see Inventory Reconciliation from Saved Draft.

To use the Reconcile module:

1. From the Workbench, select > Inventory > Reconcile. The Reconcile module opens.

2. In the Search Criteria section, enter information into one or more of the following fields:

   • DIN - enter up to 25 DINs.

   • Drug Name - enter complete or partial drug names.

   • UPC - scan a bottle's UPC.

   Use / to separate multiple entries into any of the Search Criteria options.

   

3. Select Search. The Search Criteria will collapse and results that match the search criteria display.

   

4. In the Actual on Hand field, enter the physical count of the drug.

   

   • The ReOrder (PT) and ReOrder (PK) fields are enabled and can be edited, if required.

     

5. If the Variance is negative, the following information must be entered:

   • Reason - select the appropriate reason from the dropdown.

   • Comments - add information pertaining to specific reasons (e.g., prescription numbers or return reference numbers).

   

6. Select Submit.

   If there are blank Actual on Hand values, when submitted they have a Reason of NOT RECONCILED.

   A prompt displays.

7. Select the pharmacist's initials from the dropdown.

   

8. Select OK. A confirmation window displays to show that the reconciliation was successful.

9. Select Print to print the Reconciliation Summary report.

   

   Confirm the Reconciliation Summary report successfully printed. If not, select Print again as the report cannot be retrieved once it is closed.

Once a reconciliation is submitted:

• The Actual on Hand, Re-Order Point and Re-Order # Packs fields are updated in the Drug Folder.

• An entry is written to the Shipment Details window and the Drug Folder History tab.