Compliance Preparation Log Report

The Compliance Preparation Log report is used to document the preparation and checking of compliance packs. Each report is date and time stamped and can be batch scanned into a Patient Folder.

For a prescription to appear on the report:

  • The patient must be flagged as Compliance Pack in the Patient Folder Programs tab.

  • The prescription must be flagged as Compliance Pack in Rx Detail.

  • The patient must be active.

  • The prescription must be active with a Complete, Amend, Amend Next, Hold, or Cancelled status.

For a quick demo on the Compliance Preparation Log report, watch the video below.

  • Start Date - specifies the start date for the report. If more than 1 week is entered in the Extended Criteria, the Package Start Date for the subsequent weeks are calculated based off the start date.

  • Patient - generates the report for the specified patient.

  • Group - generates the report for patients in the specified group.

  • Cycle/Wing/Area/Floor - generates the report for patients in the specified cycle, wing, area, or floor as entered in the Group Folder Patients tab.

  • Copies - dictates how many copies of the report are generated. Up to 9 copies can be entered.

  • # of Weeks - generates a report for the specified number of weeks. Each page of the report displays the week number. The quantity for each prescription is divided by the number of weeks entered, up to 2 decimal places.

  • Packagers - generates the report for prescriptions assigned to the specified packagers. Packager options display if the packagers are active for your pharmacy.

  • Group By - groups patients by the specified area, cycle, floor, or wing.

  • Patient Name, Drug Name - sorts the report by patient last name then drug name, strength, and form.

  • Patient Name, Fill Date - sorts the report by patient last name then from oldest to most recent fill date. For prescriptions with the same fill date, the prescriptions are ordered by prescription number.

  • Patient Name, Rx# - sorts the report by patient last name then in ascending order by prescription number. Narcotics and regular prescriptions are grouped together.