Transfer History

The Transfer History report can be used to track the number of prescriptions that were the result of a transfer in, as well as the amount of business that was lost to transfers out. Prescription counts and the dollar values of the transferred prescriptions are provided.

Prescriptions with a Complete, Amend, Cancelled, Hold, or Transferred status can appear on the report.

This report can be sorted, filtered, and saved in Preview.

  • Start Date and End Date - generates the report for transferred in prescriptions that were filled or placed on hold within the specified date range and/or transferred out prescriptions that were transferred out within the date range. By default, the Start Date populates with the first day of the previous month and the End Date populates with the last day of the previous month.

  • Patient - generates the report for prescriptions transferred for the specified patient.

  • Other Pharmacy - generates the report for prescriptions transferred to and/or from the specified pharmacy. The dropdown lists the pharmacies in the Other Pharmacy list of List Maintenance which can be selected in the Transfer window.

  • Report Type - generates a Summary or Detailed report:

    • Summary - summarizes the number, percentage, and dollar value of prescriptions transferred by each pharmacy and in total.

    • Detailed - provides details of each prescription that was transferred and the total number and dollar value of transferred prescriptions.

  • Transfer Type - generates the report for only transferred in or transferred out prescriptions or both.

The Sort Options are only available when the Detailed report is being generated.

  • Patient - sorts the report alphabetically by patient name (last name, first name, middle name) then by pharmacy name, followed by date and prescription number in ascending alphanumeric order. This is the default sort option.

  • Date - sorts the report by prescription date from oldest to most recent then by pharmacy name, followed by patient name and prescription number in ascending alphanumeric order. For transferred in prescriptions, the date is the Fill Date or Hold Date for the prescription. For transferred out prescriptions, the date is the Performed On Date or transfer date.

  • Pharmacy - sorts the report by pharmacy name then patient name, followed by date and prescription number in ascending alphanumeric order.