optiflex materials manager user guide - slowchinese.com · user guide #3 v20 2005 mar 14 mon. about...

OptiFlex Materials ManagerUser Guide

#3 v20 2005 mar 14 MON

About OmnicellEstablished in 1992, Omnicell (NASDAQ: OMCL) is a leading provider of patient safety solutions preferred by nurses. Improving patient care by enhancing operational efficiency, Omnicell solutions are used throughout the healthcare facility–in the pharmacy, nursing units, surgical services, cath lab, and all the way to the patient’s bedside. The company's MedGuard line of solutions for the medication-use process includes systems for physician order management, automated pharmacy retrieval, medication packaging, medication dispensing, and nursing workflow automation with bar code medication administration. For the medical-surgical supply chain, Omnicell's OptiFlex™ product line provides open bar code systems, cabinet-based supply management, integrated open and cabinet-based systems, and Web-based procurement. More than 1,500 healthcare facilities use Omnicell solutions to help reduce medication errors, operate more efficiently, and decrease costs--ultimately contributing to improved clinical and financial outcomes. For more information, visit www.omnicell.com.This guide and accompanying software and/or hardware described in it are protected under copyright laws and may not be copied, wholly or in part, without the express written consent of Omnicell, Inc. The same proprietary and copyright notices must be attached to any permitted copies as were attached to the original works.

OMNICELL and the OMNICELL design mark, DECISIONCENTER, MEDGUARD, OMNIBUYER, OMNICENTER, OMNIEVOLVE, OMNIGATE, OMNILINKRX, OMNIRX, OMNISUPPLIER, OPTIFLEX, SAFETYMED, SAFETYPAK, SAFETYSTOCK, SECUREVAULT, SURE-MED, TOUCH & GO, and WORKFLOWRX are trademarks or registered trademarks of Omnicell, Inc. in the United States and internationally. All other trademarks and trade names are the property of their respective owners.©2004 Omnicell, Inc. All rights reserved.XX-XXXX

OptiFlex • TOC 1

1. TOCLogin to OptiFlex ICM

Login to OptiFlex ScanReq

Specify Hospital Settings

Specify Department / PAR

Specify Users

Specify RoomsSelect Room then Patient (Add Patient) ................................3.11Select Room with Patient then Empty Room (Remove/Transfer) .

3.11

Define Facility ItemsView Master DB Items Not in Selected PAR ...................................4.1Add Non-Master DB Items ...............................................................4.2Create Item Xref with ICM ...............................................................4.3Create Item Xref with ScanReq .......................................................4.4

Facility Charge Procedures ..................................................................4.5Facility Item Categories ........................................................................4.6

Add Category ...................................................................................4.6Add Item to Category .......................................................................4.7

Modify a PAR Kit ...................................................................................4.8Add Items Fast ...........................................................................4.8Add Items Fast and Edit .............................................................4.8Delete Items ...............................................................................4.8

Create a Kit ...........................................................................................4.9Deactivate ........................................................................................4.9Print label .........................................................................................4.9

Add PAR Items ...................................................................................4.10From Facility Item Master .........................................................4.10From Other PAR .......................................................................4.10

Modify PAR Item Parameters .............................................................4.11Print PAR Item Bin Labels .................................................................4.12Assign PAR Item Cabinet Bin .............................................................4.13Remove Item from PAR.......................................................................4.13

Manual Order (Item)Configure ....................................................................................5.1Example: ICM Field To Order .....................................................5.1Example: ICM Pocket Pro Scanner ............................................5.2

Scan Item .................................................................................5.2Connect with ActiveSync .........................................................5.2Download Data ........................................................................5.2View Transaction Details in ICM ..............................................5.2

Example: ICM Videx Pro Scanner ..............................................5.3Scan items ...............................................................................5.3Download Data ........................................................................5.3View Transaction Details in ICM ..............................................5.3

Example: ScanReq Scanner/Touchscreen ................................5.4

(1) USAGE (No RECEIPT / No REORDER)

2 OptiFlex • TOC

Configure .................................................................................... 5.5Example ..................................................................................... 5.6

Initialize Values ........................................................................ 5.6ScanReq: Issue Items ............................................................. 5.6ICM: Generate an Order .......................................................... 5.7ICM: View Closed Receipt ....................................................... 5.8

(1a) USAGE / RECEIPT (No REORDER)Configure .................................................................................... 5.9Example ................................................................................... 5.10

Initialize Values ...................................................................... 5.10ScanReq: Issue Items ........................................................... 5.10ICM: Generate an Order ........................................................ 5.11ICM: View Open Receipt ....................................................... 5.12ScanReq: Receive Partial Quantity ....................................... 5.13ICM/ScanReq: View Closed Receipt / To Order = 0 .............. 5.13

(1b) USAGE / RECEIPT / REORDERConfigure .................................................................................. 5.14Example ................................................................................... 5.15

Initialize Values ...................................................................... 5.15ScanReq: Issue Items ........................................................... 5.15ICM: Generate an Order ........................................................ 5.16ICM: View Open Receipt ....................................................... 5.17ScanReq: Receive Partial Quantity ....................................... 5.18ICM/ScanReq: View Closed Receipt / To Order = Non-received

Quantity .............................................................................................. 5.19

(2a) MIN / RECEIPTConfigure .................................................................................. 5.20Example ................................................................................... 5.21

Initialize Values ...................................................................... 5.21ScanReq: Issue Items ........................................................... 5.21ICM: Generate an Order ........................................................ 5.22ICM: View Open Receipt ....................................................... 5.23ScanReq: Receive Partial Quantity ....................................... 5.24ICM/ScanReq: View Closed Receipt / To Order = 0 .............. 5.25Reorder: Quantity ordered = 6 ............................................... 5.25

(2b) MIN / RECEIPT / BACKORDERConfigure .................................................................................. 5.26Example ................................................................................... 5.27

Initialize Values ...................................................................... 5.27ScanReq: Issue Items ........................................................... 5.27ICM: Generate an Order ........................................................ 5.28ICM: View Open Receipt ....................................................... 5.29ScanReq: Receive Partial Quantity ....................................... 5.30ICM/ScanReq: View OPEN Receipt / To Order = 0 ............... 5.31Reorder: Quantity ordered = 0 ............................................... 5.31

InitializeManual Item Order ........................................................................ 5.32USAGE .......................................................................................... 5.32MIN ................................................................................................ 5.32

OptiFlex • TOC 3

Min/Max ....................................................................................5.32OnHand ICM Inv/Count: Pocket Pro ......................................5.32OnHand ICM Inv/Count: Videx Pro ........................................5.32OnHand ScanReq Inventory/Count .......................................5.33

Monitor: USAGE

Monitor: MIN in Critical ReportsSQL Server: Enable ...............................................................5.35ICM: Set critical level .............................................................5.35Start CriticalReport.exe ..........................................................5.36Report generation ..................................................................5.36Print .......................................................................................5.36

Monitor: MIN in ICMInventory Management Dialog ...............................................5.37Reports ..................................................................................5.37

Monitor: MIN with ScanReq Inventory

Adjust Quantities: MANUAL OrderICM (To Order) .........................................................................5.39

View/Order Inventory dialog field To Order ...........................5.39Pocket Pro Scanner ...............................................................5.39Videx Scanner .......................................................................5.39

ScanReq ...................................................................................5.39

Adjust Quantities: USAGEICM (To Order) .........................................................................5.39

View/Order Inventory dialog field To Order ...........................5.39Pocket Pro Scanner ...............................................................5.39Videx Scanner .......................................................................5.39

ScanReq ...................................................................................5.39

Adjust Quantities: MINICM: Min/Max ...........................................................................5.40ICM: OnHand: Inventory (Outstanding Orders) ........................5.40

Pocket Pro ...........................................................................5.40Videx Pro .............................................................................5.40

ICM: OnHand: Count (No Outstanding Orders) .......................5.40Pocket Pro ...........................................................................5.40Videx Pro .............................................................................5.40

ICM: ToOrder ...........................................................................5.40View/Order Inventory dialog field To Order ...........................5.40Pocket Pro Scanner ...............................................................5.40Videx Scanner .......................................................................5.40

ScanReq: OnHand ...................................................................5.41ScanReq: ToOrder ...................................................................5.41

ICM: Generate OrderFacility/Dept/PAR Items ...........................................................5.42Selected par items ....................................................................5.44

Orders: ICM: View ChangesUSAGE .....................................................................................5.45MIN ...........................................................................................5.45

4 OptiFlex • TOC

if ToOrder Was Set ................................................................ 5.45if ToOrder Was Not Set ......................................................... 5.45

Orders: ICM: View/Print ReceiptAutomatically Print ................................................................... 5.46Manual Preview/Print ............................................................... 5.46

Preview .................................................................................. 5.46Print (to the Default Printer) ................................................... 5.46

Access ReceiptICM ........................................................................................... 5.47Scanreq .................................................................................... 5.47

Scan the Order Receipt ......................................................... 5.47Scan the Item Label ............................................................... 5.48Select Receipt from List ......................................................... 5.48

Confirm Receipt (Accept/Adjust/Cancel)ICM: Cancel Receipt ................................................................ 5.49ScanReq: Accept Receipt ........................................................ 5.49ScanReq: Cancel Receipt Changes ......................................... 5.50

Accept Receipt Item .............................................................. 5.50Accept Partial Quantity of Receipt Items ............................... 5.51Accept 0 of Receipt Item ....................................................... 5.52

View Changes (ICM)(1a) USAGE / receipt (no reorder) ........................................... 5.53(1b) USAGE / receipt / reorder ................................................. 5.53(2a) MIN / RECEIPT (close backorder) .................................... 5.53(2b) MIN / RECEIPT / BACKORDER ....................................... 5.53

Generate ReportsSelect Facility / Report Type ........................................................... 6.1Select Output Device ....................................................................... 6.1Enter Required Info ......................................................................... 6.2Report Viewer: Print to Network Printer .......................................... 6.4Export: Acrobat Format (PDF) ......................................................... 6.4Character-Separated Values ........................................................... 6.5Comma-Separated Values (CSV) ................................................... 6.5Crystal Reports (RPT) ..................................................................... 6.6Excel (5.0/7.0/8.0, Extended) .......................................................... 6.6Paginated Text ................................................................................ 6.7Rich Text (Exact) Format ................................................................ 6.8Tab-Separated Text ........................................................................ 6.8Tab-Separated Values .................................................................... 6.9Text ................................................................................................. 6.9XML ............................................................................................... 6.10

View Reports in Report ViewerRefresh ..................................................................................... 6.11Preview .................................................................................... 6.11Drill Down ................................................................................. 6.12Size .......................................................................................... 6.12Page ......................................................................................... 6.12Search ...................................................................................... 6.12

OptiFlex • TOC 5

Field Information .......................................................................6.12Copy Field Values ....................................................................6.12Freeze Pane .............................................................................6.13

Discrepancy Reports ..........................................................................6.14Discrepancy by PAR, Date, Cost w/ Neg. Qty for Patient Charge .6.14Discrepancy Report – All Items .....................................................6.15Discrepancy Report – Chargeable Items Only ..............................6.17Discrepancy Report By PAR and Date ..........................................6.18Discrepancy Report By PAR and Date with Cost ..........................6.19Discrepancy Report By PAR and Date with Cost for Patient Charge ...

6.20Discrepancy Usage vs. Order ........................................................6.21

Inventory Reports ...............................................................................6.23Downtime Inventory Bar Codes Used for Scanning All Items .......6.23Downtime Inventory Bar Codes Used for Scanning Patient Chargeable

Items ...................................................................................................6.24Inventory Bar Codes for All Items ..................................................6.25Inventory Bar Codes for Patient Chargeable and Critical Items ....6.26Inventory Bar Codes for Patient Chargeable Items .......................6.27Inventory Bar Codes Used for Manual Order Items ......................6.28Inventory Bar Codes used for Scanning ........................................6.29Inventory Bar Codes used for Scanning Chargeable Items ..........6.30Inventory Bar Codes used for Scanning Non-chargeable Items ...6.31Inventory by Department by Par ....................................................6.32Inventory by Department by Par Consigned ..................................6.33Inventory by Department by Par Owned .......................................6.34Inventory by Department by Par w/ Dept Name ............................6.35Inventory Issue Price Consignment Items .....................................6.36Inventory Issue Price in Descending Order ...................................6.37Inventory Issue Price Owned .........................................................6.38Inventory or Count Transactions ...................................................6.39Inventory Usage Summary ............................................................6.40Inventory Usage Summary by Doctor ............................................6.41Inventory with Issue cost of $0.00 .................................................6.42Item Charge Information by Dept by PAR .....................................6.43Item Inquiry by Item # with Dept/PAR Location Total of Qty .........6.44Item Inquiry for Department and Par Location ...............................6.45Item Master Inquiry ........................................................................6.46Items without Cross References ....................................................6.47Physical Inventory Report for Inventory Function ..........................6.48Shelf Labels Avery 8160 ................................................................6.49Shelf Labels OM 86101 .................................................................6.50

Kit/Procedure Reports ........................................................................6.51Kits list by Department ..................................................................6.51Kits list by Department with barcodes ...........................................6.52

Patient Reports ...................................................................................6.53Audit Report for Outpatient Charging ............................................6.53Audit Report for Patient Charging ..................................................6.54Audit Report for Patient Issues - All ...............................................6.56Audit Report for Patient Issues – Not Posted ................................6.58Audit Report for Patient Issues - Posted .......................................6.60

6 OptiFlex • TOC

Patient Charges by Department by PAR – Posted Charges ......... 6.61Patient Scan Report ...................................................................... 6.62Transaction Report by Individual Patient and Date Range ........... 6.63

Requisition Reports ............................................................................ 6.64Items On Order .............................................................................. 6.64Items That Need to be Ordered ..................................................... 6.65Open Orders by Vendor ................................................................ 6.66Open Orders with Total Lines ........................................................ 6.67Order Summary ............................................................................. 6.68Receipts by PAR/Dept ................................................................... 6.69Requisition Exceptions .................................................................. 6.70Requisition Information by Department by Par .............................. 6.71Requisitions That Could Not Be Completed .................................. 6.72

Transaction Reports ........................................................................... 6.73Credited Items ............................................................................... 6.73Item Usage By Vendor .................................................................. 6.74Lot/Serial Number Usage Report .................................................. 6.75Patient Report of Lot/Serial #s by Date Range ............................. 6.76Skipped Charges ........................................................................... 6.77Transactions by Item # .................................................................. 6.78Transactions by PAR Location with Patient Information ............... 6.80Transactions by PAR Location ...................................................... 6.82User Log Information ..................................................................... 6.84

OR/Cath Lab Reports ......................................................................... 6.85Cost of Supplies by Doctor Patient and Day ................................. 6.85Implant/Special Items Report ........................................................ 6.86OR Items Charged but not on Pref Card ....................................... 6.87OR Supply Cost by Doctor ............................................................ 6.88OR Supply Cost By Procedure ...................................................... 6.89Procedure Time By Doctor ............................................................ 6.90Procedure Time By Procedure ...................................................... 6.91

LOF

INDEX

OptiFlex • Login to OptiFlex ICM 2.1

Login to OptiFlex ICM1. On the desktop, click the OptiFlex Launch icon.2. Click/touch Launch ICM. 3. Enter Username and Password. To create a new user, see page

3.6.4. Click/touch OK. The ICM main dialog appears.

Figure 2.1: OptiFlex launcher and login

Figure 2.2: ICM main dialog

2.2 OptiFlex • Login to OptiFlex ScanReq

Login to OptiFlex ScanReq1. On the desktop, click the OptiFlex Launch icon. Click/touch Launch

OptiFlex.2. When login is required, the ICM login dialog will appear. Enter User

Name and Password. Click/touch OK. The ScanReq dialog appears.

Figure 2.3: ScanReq Login (optional)

OptiFlex • Login to OptiFlex ScanReq 2.3

3. Click MM. “MM” appears for a split second at the bottom of the dialog. Then the ScanReq MM main dialog appears.

Figure 2.4: ScanReq main dialog

Figure 2.5: ScanReq MM main dialog

2.4 OptiFlex • Login to OptiFlex ScanReq

OptiFlex • Specify Hospital Settings 3.1

Specify Hospital Settings1. In the ICM main dialog: Click/touch Hospital Setup Parms. The

dialog System and Program Settings appears.2. Enter a unique Company Name. Enter an Address.3. Enter the System Information.

Figure 3.1: Dialog System and Program Settings

Field Name DescriptionLabel Printer Label printer.Show Purchase Unit of Measure on Shelf Labels

Check to print purchase unit of measure informa-tion on shelf labels.

Facility ID The facility identifier in the OptiFlex database.Reports Folder Location of ICM module Reports.Server Name Name or IP address of the OptiFlex database

server.Database Name Name of the OptiFlex database.

Table 3.1: System Information

3.2 OptiFlex • Specify Hospital Settings

4. To add a broadcase message, click Add Comment.5. To delete a broadcase messag, click Delete Comment.

Figure 3.2: User login screen with broadcast message

Field Name DescriptionSequence Defines the message order.FacilityID Defines the facility the message will appear in. Set to

00000 for all facilities.Comment Broadcast message text.Active If NOT checked: The message will not appear.

Table 3.2: Broadcast Messages

OptiFlex • Specify Hospital Settings 3.3

Facility settings cannot be changed. The settings are described in the table below.

Figure 3.3: Dialog Facility Settings.

Field Name DescriptionDescription Facility name.ADT Code Unique facility HL7 ADT code.Expense Entity Code Facility requisition code.Dept Default charge department.PAR Default facility charge PAR.Track If checked: TRACK (MIN) order quan-

tity algorithm.Usage If checked: USAGE order quantity

algorithm.Update Patient Charge Flag Based on Setting from Item Master Update Interface

If checked: Interface updates the charge flag based on the Item Master Update.

Inactivate Items Missing In the Item Master Update Interface

If checked: Items missing from the Item Master update are inactive.

Table 3.3: Facility Settings

3.4 OptiFlex • Specify Department / PAR

Specify Department / PAR1. In the ICM main dialog: Click/touch Dept/PAR Setup. The dialog

Department / PAR Setup appears.2. To add a department, click/touch Add dept. The dialog Enter

Department Information appears.3. Enter the Dept #, the Dept description, and click OK.

Figure 3.4: Dialog Department / PAR Setup

Figure 3.5: Dialog Enter Department Information

Field Name DescriptionOrder by Dept or PAR

Allows Materials Management to determine how orders will be placed; The user can select either PAR or Dept.

Order PARActive Allows Materials Management to determine whether a

department is active or inactive; A department is active if this field has a check.

Table 3.4: Department fields

OptiFlex • Specify Department / PAR 3.5

1. To add a PAR: Click/touch Add PAR. The dialog Enter PAR Information appears.

2. Enter the PAR #.3. Enter the PAR description.4. Click OK. 5. Edit the PAR fields shown in the following table.

Figure 3.6: Dialog Enter PAR Information

Field Name DescriptionPAR PAR number.Description PAR description.Charge Dept Department that is charged.Req Dept Requisition department (if not selected department). Order Method TRACK or USAGE.Stock Order PAR

Order PAR from which stock items are obtained.

Non-Stock Order PAR

Order PAR from which non-stock items are obtained.

Usage Receipt

If checked: USAGE receipts generated (see (1a) USAGE / RECEIPT (No REORDER) (page 5.9) and (1b) USAGE / RECEIPT / REORDER (page 5.14)).

Close Back Order

If checked: TRACK (MIN) backorders are closed ( (2a) MIN / RECEIPT (page 5.20)).

Order in PUOM

If checked: Order stock items in PUOM (purchase unit of measure) (not issue unit of measure).

Convert Receipt PUOM

If checked: Display quantities on receipt in PUOM.

Active Allows Materials Management to determine whether a PAR location is active or inactive for a particular depart-ment. A PAR is active if this field has a check.

Table 3.5: PAR fields

3.6 OptiFlex • Specify Users

Specify Users1. In the ICM main dialog: Click/touch Users. The dialog Add or Edit

User Information appears. Click on column heading to order by that column.

2. To change the password click Change Password.3. Enter the username.4. Enter the new password.5. Verify (enter a second time) the new password.6. Click/touch OK.

Figure 3.7: Dialog Add or Edit User Information

Figure 3.8: Dialog Change Password

OptiFlex • Specify Users 3.7

To add a user1. Click/touch Add User. 2. Enter the user ID.3. Enter the password.4. Verify the password.5. Click/touch OK.6. Specify the following

• FacilityID• First Name• Last Name• Emp Type• Administrator (Yes/No)• Active (Yes/No)

Figure 3.9: Dialog Edit User Information

3.8 OptiFlex • Specify Users

To edit a user profile:1. Click/touch User Profile. The dialog Setup User Profile for (name)

appears.2. Select the user permissions. Note that an upper level checkbox must

be checked to add any checked sub-permissions.3. Click Return.

Figure 3.10: Dialog Set User Permissions

OptiFlex • Specify Users 3.9

To print user labels:1. For only a portion of users: Select the users.2. Click/touch Print Labels. The dialog Print User Labels appears.3. Click/touch Selected Users or All users.4. Enter the number of labels to print.5. To print to a label printer:

• Select the label printer under Print Report Using.• Click Print to Label Printer.

6. To print via the report viewer: • Click Print Report. The report view appears.• Selec the printer.• Click/touch Print.

Figure 3.11: Dialog Print User Labels

3.10 OptiFlex • Specify Rooms

Specify Rooms1. In the ICM main dialog: Click/touch Room Maintenance. The dialog

Room Maintenance appears.2. Select the facility.To assign room to Dept/PAR1. Select a room.2. Click/touch Room Dept/PAR. The dialog Select Department and PAR

appears.3. Select the Dept/PAR.4. Click/touch OK. To unassign a room to Dept/PAR1. Select a room.2. Click/touch Room Dept/PAR. The dialog Select Department and PAR

appears.3. Click Remove.4. Click/touch OK.

Figure 3.12: PAR rooms

OptiFlex • Specify Rooms 3.11

To Transfer patient in room to empty room do one of the following.

Select Room then Patient (Add Patient)1. Select the empty room (place cursor).2. Click Add Patient. The dialog Select Patient to Add appears.3. Select the patient.4. Click OK. The patient is transferred.

Select Room with Patient then Empty Room (Remove/Transfer)1. Select the room with a patient (place cursor).2. Click Remove/Transfer. The dialog Select Transaction Type appears.3. Select Transfer.4. Select the room.5. Click OK. The patient is transferred.To Remove a patient from room1. Select the room with a patient (place cursor).2. Click Remove/Transfer. The dialog Select Transaction Type appears.3. Select Remove from Room.4. Click OK. The patient is removed.

Figure 3.13: Dialog Select Patient to Add

Figure 3.14: Dialog Select Transaction Type

Figure 3.15: Dialog Select Transaction Type

3.12 OptiFlex • Specify Rooms

OptiFlex • Define Facility Items 4.1

Define Facility Items

View Master DB Items Not in Selected PAR1. Click View/Order Inventory.2. Click Add/Edit/Remove Items. Items in the master DB are shown

under Available Items.

Figure 4.1: Master DB Available Items

4.2 OptiFlex • Define Facility Items

Add Non-Master DB Items1. Click Item/Procedures.2. Select tab Item Master.3. Click Add Item.4. Enter required info.5. Click Add. Item is added and shown in dialog Item Master.

Figure 4.2: Dialog Add Item Master

Figure 4.3: Dialog Item Master


Create Item Xref with ICMCreate a cross-reference to the manufacturer’s bar code with ICM.1. Click View/Order Inventory.2. Select the item in Inventory Detail.3. Click XRef Item. The dialog Cross Reference for Item xxx appears.4. To enter the manufacturer’s bar code in field Scan or Enter Cross Ref

Barcode for xxxxx: Do one of the following:• Scan the manufacturer’s bar code on the item.• Type the bar code and click ENTER.

5. Click OK. The product number is created automatically.

Figure 4.4: Dialog Cross Reference for Item xxxxxx


Create Item Xref with ScanReqA cross reference created in ScanReq is created at a PAR, but can be used at any PAR.1. Click MM.2. Click Setup Dept.3. Enter the username and password and click ENTER.4. In tab Station Settings: Click Cross Reference Setup. The dialog

Generate Cross Reference appears.5. For Scan or Enter Item Barcode: Do one of the following:

• Scan the PAR bar code label• Enter (6 digits + ENTER) the item number.

6. For Scan or Enter Manufacturer Barcode for this Item: Do one of the following:• Scan the manufacturer’s bar code label (on the item)• Enter (+ ENTER) manually the manufacturer’s number.

7. Click OK.

Figure 4.5: Dialog Generate Cross Reference


Facility Charge Procedures1. Click Item/Procedures.2. Select tab Charge Procedures.3. Click Add Item. The dialog Add Charge Procedure appears.4. Enter the required info.5. Click Add. The charge procedure is added.

Figure 4.6: Dialog Add Charge Procedure

Figure 4.7: Added charge procedure


Facility Item CategoriesItems can be categorized for use with TotalTouch.

Add Category1. In ICM: Click on Item categories.2. Select the facility.3. Select the category to add the new category (as a subcategory) to.4. Click Add a category.5. Enter the category description.6. Click Add.

Figure 4.8: Add TotalTouch category fields


Add Item to Category1. Select the category.2. Select Add/remove item. The dialog Add items to a category

appears.3. Select the department.4. Check the inventory items to include.5. Click Save changes.6. Click the item category. The new items are shown.

Figure 4.9: Included category inventory items

Figure 4.10: New items in a category


Modify a PAR Kit1. In ICM: Click Kit Setup. The dialog Kit Setup appears.2. From the drop-down list Select Kit: Select the kit.3. To add an item: Under ALL INVENTORY ITEMS: Check the checkbox

Include for the item.

Add Items Fast1. Enter an item number in field Find Item.2. Click Enter. The item is added to the kit. The cursor returns to the field

Find Item.

Add Items Fast and Edit1. Enter an item number in field Find Item.2. Click Enter. The item is added to the kit. The cursor moves to the field

Quantity.3. Edit the quantity. 4. Click Enter. The cursor returns to field Find Item.

Delete Items1. To delete an item: Under KIT X ITEMS: Do NOT check the checkbox

Active for the item.

Figure 4.11: Selected kit

Figure 4.12: Add Options


Create a Kit1. In ICM: Click Kit Setup. The dialog Kit Setup appears.2. Click Build New Kit.3. Select the kit department/PAR.4. Enter the kit description.5. Click OK.

Deactivate1. Click Deactivate to deactivate the kit.

Print label1. Click Print Kit Label to print the kit bar code label.

Figure 4.13: Dialog for a new kit


Add PAR Items

From Facility Item Master1. In ICM: Click View/Order Inventory.2. Click Add/Edit/Remove Items.3. To use default values:

Check checkbox Use Default Values.Under Default Values for Added Items: Select the defaults for added items.

4. Under Available Items: Select the item(s). Use CTRL to select multiple items.

5. Select the Dept/PAR.6. Click Add Selected Item to Par.

From Other PAR1. In ICM: Click View/Order Inventory.2. Click Add/Edit/Remove Items.3. Select the Facility.4. Select the Dept/PAR.5. Click Copy. A verification dialog appears.6. Click Yes. Items that did not already exist in the target PAR are

copied. The dialog Copy Finished appears.7. Click OK.

Figure 4.14: Adding items to PAR


Modify PAR Item ParametersThe item parameters are shown in EDIT ITEM DETAIL INFORMATION.

FIELD DESCRIPTIONItem ID Unique item ID.Description Item description.Min Minimum quantity.Max Maximum quantity.Crit Lvl Critical level.Issue UOM Unit of measure.Chg Pat If checked: Item is charged to patient.Charge Number Item charge number.Man Order If checked: Item is manual order (see Manual Item

Order (page 5.32))Stock Item If checked: Item is stock item.Track Lot # If checked: Lot numbers are tracked.Track Serial # If checked: Serial numbers are tracked.Consign item If checked: Item is consigned (purchased after use).Bin Location Warehouse location of stock item.Vendor Item Vendor item number.Mfg. Item Manufacturer item number

Table 4.1: EDIT ITEM DETAIL INFORMATION


Print PAR Item Bin Labels1. In ICM: Click View/Order Inventory.2. Click Print Labels. The dialog Print Labels appears.3. Make the required selections.4. Click Print.

Figure 4.15: print labels


Assign PAR Item Cabinet Bin1. In ScanReq: Click MM.2. Click Assign Bin. The dialog Find the item for Omni Bin Assignment.

appears.3. Click the bin green button.4. Select the item.5. Click Assign. The dialog Verify Bin Assignment appears.6. Click Assign. The bin is assigned.

Remove Item from PAR1. In ICM: Click View/Order Inventory.2. Click Add/Edit/Remove Items.3. Select the Facility.4. Select the Dept/PAR.5. In EDIT ITEM DETAIL INFORMATION: Select the item(s).6. Click Remove Selected Items from PAR. A verification dialog

appears.7. Click OK.

Figure 4.16: Dialog Find the item for Omni Bin Assignment

OptiFlex • Manual Order (Item) 5.1

Manual Order (Item)An item is ordered if the amount is specified manually by

• Changing the value of ICM dialog Inventory Management field To Order.

• Placing an order with an ICM scanner (Pocket Pro or Videx Pro).• Placing an order in ScanReq.

Configure1. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.2. Click Add/Edit/Remove Items. The dialog Add/Remove/Edit Items for

Dept/PAR appears.3. For the item: Check the checkbox Man Order.4. Click Exit. Note the checkbox Manual Order in dialog Inventory

Management.

Example: ICM Field To Order1. In ICM dialog Inventory Management: Set the value of To Order.2. Order the inventory. The quantity specified in To Order overrides the

quantity generated by the PAR order quantity algorithm.

Figure 5.1: Checkbox Man Order

Figure 5.2: Checkbox Manual Order

Figure 5.3: Set value of To Order

5.2 OptiFlex • Manual Order (Item)

Example: ICM Pocket Pro ScannerScan Item1. On the PocketPro: Click Start/Programs/ScanMat.2. Click on Order.3. Press the yellow button to scan.4. Enter the item quantity.5. Press Enter.6. Click Exit.7. Click Exit (exit ScanMat).

Connect with ActiveSync8. On the OptiFlex PC: Start ActiveSync (in the Windows start menu;

should already be started).9. Place PocketPro in the cradle. After several seconds a connection is

established. Do not setup a partnership.

Download Data10.Double-click on the desktop PocketPRO icon. The dialog PocketPro

appears.11.Click Process. The data is transferred. After several minutes the

process complete message appears.

View Transaction Details in ICM12.In ICM: Click Refresh. To Order has been updated.

Figure 5.4: PocketPro dialog message “Message complete”

OptiFlex • Manual Order (Item) 5.3

Example: ICM Videx Pro ScannerScan items1. On the Videx: Click Scan.2. Click on 2 to perform an item order.3. Scan the item.4. Enter the quantity.5. Click ENT (yellow button).

Download Data6. Click Input Data.7. Put the Videx in the base.8. Click the scan button (on the Videx) to turn on the Videx.9. Click OK. The dialog “Communications Progress” appears.The message “Process complete” appears.

View Transaction Details in ICM10.Verify in ICM that the item To Order has changed (click Refresh).

Figure 5.5: Dialog “Communications Progress”

Figure 5.6: Message “Process Complete”

5.4 OptiFlex • Manual Order (Item)

Example: ScanReq Scanner/Touchscreen1. In ScanReq: Click MM.2. Click/touch Order Items.3. Scan or enter the item number.4. Enter the quantity.5. Click/touch Order Quantity Entered. The quantity can be seen in the

ICM dialog Inventory Management field To Order.

Figure 5.7: ScanReq dialog Order Items

OptiFlex • (1) USAGE (No RECEIPT / No REORDER) 5.5

(1) USAGE (No RECEIPT / No REOR-DER)• An item is ordered if any item quantity was issued since the last order.• To Order = Quantity scanned since the last order (set to zero when an

order is generated).• Prv Order = Quantity of the previous order (set to To Order when an order

is generated).• Receipts are generated. However, these receipts are closed, and are

NOT editted in ScanReq. Therefore, no record is kept of what was actually received.

Configure1. In ICM: Click Dept/PAR Setup. The dialog Department / PAR setup

appears.2. Under PARs: Select order method USAGE.3. Do NOT check Usage Receipt.4. Do NOT check Close Back Order.5. Click Main Menu.

Figure 5.8: ICM settings for USAGE

5.6 OptiFlex • (1) USAGE (No RECEIPT / No REORDER)

ExampleInitialize Values1. Ensure that the item is not manual order (see Manual Order (Item)

(page 5.1)).2. For an item: Use SQL Server to set

• PlaceOnOrder (To Order) = 0• PreviousOrder (Prv Order) = 0

3. Restart ICM/ScanReq.

ScanReq: Issue Items4. In ScanReq: Issue 5 of the above items.5. Click Done With This Patient.6. In ICM: Click Refresh. Note the inventory detail changes.

Figure 5.9: Using SQL Server to initialize values

Figure 5.10: Issue 5 items

Figure 5.11: Inventory detail for 5 issued items

OptiFlex • (1) USAGE (No RECEIPT / No REORDER) 5.7

ICM: Generate an Order7. In ICM dialog Inventory Management: Select the item.8. Click Order Inventory. 9. Select Order Selected Items From InvSys.10.Click Order. 11.Refresh the inventory detail

Figure 5.12: Dialog Inventory Requisition

Figure 5.13: Prv Ordr in inventory detail

5.8 OptiFlex • (1) USAGE (No RECEIPT / No REORDER)

ICM: View Closed Receipt12.In ICM: Click on Receipts.13.Do NOT check View Open Receipts.14.Note the closed receipt.15.In ScanReq: Click MM.16.Click Receipts.17.In the drop-down list Scan/Key Item OR Select Receipt: Note that the

receipt is not shown.

Figure 5.14: Closed receipt in ICM

Figure 5.15: No receipt in scanreq

OptiFlex • (1a) USAGE / RECEIPT (No REORDER) 5.9

(1a) USAGE / RECEIPT (No REOR-DER)• An item is ordered if any item quantity was issued since the last order.• To Order = Quantity scanned since the last order (set to zero when an


is generated).• Receipts are generated. These receipts are OPEN, and can be editted in

ScanReq. Thus, a record is kept of what was actually received.


appears.2. Under PARs: Select order method USAGE.3. Check Usage Receipt.4. Check Close Back Order.5. Click Main Menu.

Figure 5.16: ICM settings for USAGE/RECEIPT

5.10 OptiFlex • (1a) USAGE / RECEIPT (No REORDER)





ScanReq: Issue Items4. In ScanReq: Issue 5 of the above items.5. Click Done With This Patient.6. In ICM: Click Refresh. Note the inventory detail changes





ICM: Generate an Order7. In ICM dialog Inventory Management: Select the item.8. Click Order Inventory. 9. Select Order Selected Items From InvSys.10.Click Order. The order and a receipt are generated. Note the receipt

number.11.Refresh the inventory detail


Figure 5.21: Receipt number

Figure 5.22: Prv Ordr in inventory detail

5.12 OptiFlex • (1a) USAGE / RECEIPT (No REORDER)

ICM: View Open Receipt12.In ICM: Click on Receipts.13.Check View Open Receipts.14.Note the open receipt.

Figure 5.23: Open receipt in ICM


ScanReq: Receive Partial Quantity15.In ScanReq: Click on MM.16.Click on Receipts.17.From the drop-down list Scan Item To Edit Quantity: Select the

receipt.18.Click on the receipt. The dialog Edit Receipt appears.19.On the keypad: Enter 3 (receive 3).20.Click Save Receive Quantity.

ICM/ScanReq: View Closed Receipt / To Order = 021.In ICM: Note that the receipt is closed.22.In ScanReq: Note that To Order = 0 (no change).

Figure 5.24: Receipt in ScanReq

Figure 5.25: Receive 3 items

Figure 5.26: Saved quantity

5.14 OptiFlex • (1b) USAGE / RECEIPT / REORDER

(1b) USAGE / RECEIPT / REORDER• An item is ordered if any item quantity was issued since the last order.• To Order = Quantity scanned since the last order (set to zero when an


is generated).• Receipts are generated. These receipts are OPEN, and can be editted in

ScanReq. Thus, a record is kept of what was actually received.• If the receipt received quantity is changed: To Order is set to the quantity

that was not received.


appears.2. Under PARs: Select order method USAGE.3. Check Usage Receipt.4. Do NOT check Close Back Order.5. Click Main Menu.

Figure 5.27: ICM settings for USAGE/RECEIPT

OptiFlex • (1b) USAGE / RECEIPT / REORDER 5.15











number.11.Refresh the inventory detail



Figure 5.33: Prv Order in inventory detail



receipt.18.Click on the receipt. The dialog Edit Receipt appears.19.On the keypad: Enter 3 (receive 3).20.Click Save Receive Quantity.


Figure 5.36: Receive 3 items.



ICM/ScanReq: View Closed Receipt / To Order = Non-received Quan-tity21.In ICM: Note that the receipt is closed.22.In ScanReq: Note that To Order = 2 (the quantity of items that was not

received).

Figure 5.38: To Order = quantity not received

5.20 OptiFlex • (2a) MIN / RECEIPT

(2a) MIN / RECEIPT• On Hand = Quantity on hand (in the bins).• On Order = Quantity already on order and expected to be received.

NOTE: Does NOT include items not received on a previous delivery.• To Order = Quantity to be ordered manually. NOTE: Overrides the

quantity required to maintain the item quantity between min and max.• Receipts are editted in ScanReq to record what was received.


appears.2. Under PARs: Select order method TRACK.3. Check Close Back Order.

Figure 5.39: ICM settings for MIN/RECEIPT

OptiFlex • (2a) MIN / RECEIPT 5.21



• Minimum (Min) = 5• Maximum (Max) = 10• OnHand = 7• OnOrder = 0• PlaceOnOrder = 0








number.11.Refresh the inventory detail.



Figure 5.45: OnOrder in inventory detail



receipt.18.Click on the receipt. The dialog Edit Receipt appears.19.On the keypad: Enter 2 (receive 2).20.Click Save Receive Quantity.21.Click The Above Items are Correct.22.Click Cancel Session and Return to Functions.





ICM/ScanReq: View Closed Receipt / To Order = 023.In ICM: Note that the receipt is closed.24.In ScanReq: Note that

• On Hand has been increased by the received quantity• On Order has NOT been increased by the non-received quantity.

Reorder: Quantity ordered = 6If an order is generated: Quantity ordered = 6, since OnHand + OnOrder < Min.

Figure 5.50: On Hand = received quantity; On Order = 0

5.26 OptiFlex • (2b) MIN / RECEIPT / BACKORDER

(2b) MIN / RECEIPT / BACKORDER• On Hand = Quantity on hand (in the bins).• On Order = Quantity already on order and expected to be received.

NOTE: Include items not received on a previous delivery.• To Order = Quantity to be ordered manually. NOTE: Overrides the

quantity required to maintain the item quantity between min and max.• Receipts are editted in ScanReq to

• Record quantity received.• Add quantity not received to On Order


appears.2. Under PARs: Select order method TRACK.3. Do NOT check Close Back Order.

Figure 5.51: ICM settings for MIN/RECEIPT/BACKORDER

OptiFlex • (2b) MIN / RECEIPT / BACKORDER 5.27



• Minimum (Min) = 5• Maximum (Max) = 10• OnHand = 7• OnOrder = 0• PlaceOnOrder = 0


ScanReq: Issue Items4. In ScanReq: Issue 5 of the above items.5. Click Done With This Patient.6. In ICM: Click Refresh. Note the inventory detail changes.






number.11.Refresh the inventory detail.



Figure 5.57: OnOrder in inventory detail



receipt.18.Click on the receipt. The dialog Edit Receipt appears.19.On the keypad: Enter 2 (receive 2).20.Click Save Receive Quantity.21.Click The Above Items are Correct.22.Click Cancel Session and Return to Functions.





ICM/ScanReq: View OPEN Receipt / To Order = 023.In ICM: Note that the receipt is OPEN.24.In ScanReq: Note that

• On Hand has been increased by the received quantity• On Order has been increased by the non-received quantity

Reorder: Quantity ordered = 0If an order is generated: Quantity ordered = 0, since OnHand + OnOrder >= Min.

Figure 5.62: On Hand = received quantity; On Order = non-received quantity

5.32 OptiFlex • Initialize

Initialize

Manual Item OrderNo initialization required.

USAGENo initialization required.

MIN

Min/Max1. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.2. Click Add/Edit/Remove Items. The dialog Add/Remove/Edit Items for

Dept/PAR appears.3. Under EDIT ITEM DETAIL INFORMATION: Change the values of Min

and Max for each item.Click Exit.OnHand ICM Inv/Count: Pocket ProPerforming an inventory or count with the ICM Pocket Pro is the same as described in section Example: ICM Pocket Pro Scanner (page 5.2), except that instead of clicking Order click

• Inventory to perform an item inventory (OnOrder values do not change).

• Count to perform an item count (sets all OnOrder values to 0).

OnHand ICM Inv/Count: Videx ProPerforming an inventory or count with the ICM Videx Pro is the same as described in section Example: ICM Videx Pro Scanner (page 5.3), except that instead of clicking Order click

• 1 to perform an item count (sets all OnOrder values to 0).• 3 to perform an item inventory (OnOrder values do not change).

Figure 5.63: Min and Max

OptiFlex • Initialize 5.33

OnHand ScanReq Inventory/Count1. In ScanReq: Click MM.2. Click Inventory or Count.3. Scan the item (or enter the bar code without the department/PAR

prefix).4. Enter the item quantity.5. Click Done With This Item.6. Click Exit Count and Return.

Figure 5.64: Inventory (“Physical Count”)

Figure 5.65: Count (“Count with Replenishment”)

5.34 OptiFlex • Monitor: USAGE

Monitor: USAGE1. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.2. Click Refresh. Note the following values:

• To Order: Quantity that will be ordered if an order is generated.• Prv Order: Quantity of previous order.

Figure 5.66: INVENTORY DETAIL / USAGE

OptiFlex • Monitor: MIN in Critical Reports 5.35

Monitor: MIN in Critical ReportsSQL Server: Enable1. For the PAR item: In tbl_InventoryDetail set CriticalReport = 1.

ICM: Set critical level2. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.3. Select the PAR.4. Click Add/Edit/Remove Items. The dialog Add/Remove/Edit Items for

Dept/PAR appears.5. Under EDIT ITEM DETAIL INFORMATION: Change the value of Crit

Lvl to the item quantity that should generate a critical report.6. Move the cursor to a different area or click Exit to save changes.

Figure 5.67: tbl_InventoryDetail field CriticalReport

Figure 5.68: Crit Lvl

5.36 OptiFlex • Monitor: MIN in Critical Reports

Start CriticalReport.exe7. Start c:\program files\bcx\invsys\criticalreport.exe.

Report generationWhen OnHand < Crit Lvl: After a delay, a warning dialog appears.8. Press Acknowledge to show the next page (if any) or to close.

Print9. Right click on the Critical Reports icon in the lower right corner of

screen.10.Check Print Reports.Any report will now be also printed on the default printer.

Figure 5.69: Critical Reports warning dialog

OptiFlex • Monitor: MIN in ICM 5.37

Monitor: MIN in ICMInventory Management Dialog1. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.2. Select the PAR.3. Click Refresh.

Reports1. In ICM: Click on Reports.2. Select the facility.3. Select the report type (“Filter report...”).4. Select the report.5. To print to the

• Computer screen: Check Print to Window.• Default printer: Do not check Print to Window.

6. Click Report.7. Make any required selections (report dependent). The report is

generated.

Figure 5.70: Inventory Management dialog quantities

Figure 5.71: List of reports

Figure 5.72: Report

5.38 OptiFlex • Monitor: MIN with ScanReq Inventory

Monitor: MIN with ScanReq Inventory1. In ScanReq: Click MM.2. Click Inventory.3. Scan the item. Quantity On Hand shows the OptiFlex OnHand for that

item.

Figure 5.73: ScanReq inventory

OptiFlex • Adjust Quantities: MANUAL Order 5.39

Adjust Quantities: MANUAL OrderICM (To Order)View/Order Inventory dialog field To Order1. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.2. Change the value in field To Order.

Pocket Pro ScannerPerform a manual order with the ICM Pocket Pro as described in section Example: ICM Pocket Pro Scanner (page 5.2).

Videx ScannerPerform a manual order with the ICM Videx Pro as described in section Example: ICM Videx Pro Scanner (page 5.3).

ScanReqPerform a manual order as described in section Example: ScanReq Scanner/Touchscreen (page 5.4).

Adjust Quantities: USAGEIf items are not scanned, then the actual levels will be lower than as recorded in OptiFlex. To fix this problem, perform a manual order.

ICM (To Order)View/Order Inventory dialog field To Order1. In ICM: Click View/Order Inventory. The dialog Inventory




ScanReqPerform a manual order as described in section Example: ScanReq Scanner/Touchscreen (page 5.4).

5.40 OptiFlex • Adjust Quantities: MIN

Adjust Quantities: MINICM: Min/Max1. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.2. Select the PAR.3. Click Add/Edit/Remove Items. The dialog Add/Remove/Edit Items for

Dept/PAR appears.4. Under EDIT ITEM DETAIL INFORMATION: Change the value of Min

and Max.

ICM: OnHand: Inventory (Outstanding Orders)Pocket ProFollow the instructions in section Example: ICM Pocket Pro Scanner (page 5.2) except click Inventory to perform an item inventory (OnOrder values do not change).

Videx ProFollow the instructions in section Example: ICM Videx Pro Scanner (page 5.3) except click 3 to perform an item inventory (OnOrder values do not change).

ICM: OnHand: Count (No Outstanding Orders)Zero OnOrder.

Pocket ProFollow the instructions in section Example: ICM Pocket Pro Scanner (page 5.2) except click Count to perform an item count (sets all OnOrder values to 0).

Videx ProFollow the instructions in section Example: ICM Videx Pro Scanner (page 5.3) except click 1 to perform an item count (sets all OnOrder values to 0).

ICM: ToOrderIn mode MIN To Order should not normally be modified. However, it can be used to order a special amount.

View/Order Inventory dialog field To Order1. In ICM: Click View/Order Inventory. The dialog Inventory




OptiFlex • Adjust Quantities: MIN 5.41

ScanReq: OnHandPerform an inventory or count in ScanReq as described in section OnHand ScanReq Inventory/Count (page 5.33).

ScanReq: ToOrderDo a manual order in ScanReq as described in section ScanReq (page 5.39).

5.42 OptiFlex • ICM: Generate Order

ICM: Generate OrderFacility/Dept/PAR Items1. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.2. Click Order Inventory. The dialog Inventory Requisition appears.3. Select Place Orders for Facilities.4. Select the locations.5. Check Automatically Print Receipts to print receipts. Doing this

manually is described below.6. Click Order.7. If a warning appears: Click OK. The orders are processed.

Figure 5.74: Select locations for requisition

Figure 5.75: Processing of orders

OptiFlex • ICM: Generate Order 5.43

The dialog CHARGE/REQUISITION INFORMATION appears.8. Click OK. If receipts were not auto-printed, then the following dialog

appears.If receipts were auto-printed, then

• The dialog Select Locations is displayed.• Receipts are printed (to the default printer)

Figure 5.76: Charge / requisition information

Figure 5.77: Select receipts to view or print

Figure 5.78: Select locations and printing receipts

5.44 OptiFlex • ICM: Generate Order

Selected par items1. In ICM: Click View/Order Inventory. The dialog Inventory

Management appears.2. Click Order Inventory. The dialog Inventory Requisition appears.3. Select the items (that have pending orders) using standard CTRL /

SHIFT for multiple selection.4. Click Order Inventory. The tree for facility cannot be expanded.5. Click order to order only the selected items. The order process is

similar to that for facilities (described above).

Figure 5.79: Multiple selection of items to order

Figure 5.80: Order Inventory

OptiFlex • Orders: ICM: View Changes 5.45

Orders: ICM: View ChangesUSAGEToOrder is written to Prv Order.ToOrder is set to zero.

MINif ToOrder Was SetIf ToOrder was manually entered, then ToOrder overrides the normal order method.

if ToOrder Was Not SetIf OnHand + OnOrder < Min: Quantity ordered is Max - (OnHand + OnOr-der).

5.46 OptiFlex • Orders: ICM: View/Print Receipt

Orders: ICM: View/Print ReceiptAutomatically PrintIf during order generation Automatically Print Receipts was checked, then the receipts were printed automatically immediately after the order was generated.

Manual Preview/PrintIf during order generation Automatically Print Receipts was NOT checked, then the following dialog appeared.

Preview6. Check Preview Receipts.7. Click Print Receipts. The report is shown in the report viewer.8. Click exit to return to the dialog Inventory Requisition.

Print (to the Default Printer)9. From the report viewer (above): Click Print.10.From the dialog Inventory Requisition: Uncheck Preview Receipts.11.From the dialog Inventory Requisition: Click Print Receipts.

Figure 5.81: Select receipts to view or print

Figure 5.82: Report in the report viewer

OptiFlex • Access Receipt 5.47

Access ReceiptNote: A receipt is only generated for

• 2b: USAGE / RECEIPT / REORDER• 3a/b: MIN

ICM1. Click Receipts.2. Select the receipt.3. Click Print to view.

ScanreqScan the Order Receipt1. Open ScanReq.2. Click MM.3. Click Receipts.4. Scan the top barcode on the receipt. The list of items is shown.5. Click The above items are correct.6. In ICM: Refresh the inventory for the PAR. Note that OnHand and

OnOrder are updated.

Figure 5.83: Scanning receipt barcode

Figure 5.84: Inventory detail after receipt scanned

5.48 OptiFlex • Access Receipt

Scan the Item Label1. Open ScanReq.2. Click MM.3. Click Receipts.4. Scan the item barcode. If the item is on a receipt, then it will be shown.5. Click The Above items are correct.Select Receipt from List1. In ScanReq: Click MM.2. Click Receipts.3. Select from the drop-down list Scan/Key Item OR Select Receipt.4. Verify the items.

Figure 5.85: Item on receipt barcode scan.

Figure 5.86: Drop-down receipt list

OptiFlex • Confirm Receipt (Accept/Adjust/Cancel) 5.49

Confirm Receipt (Accept/Adjust/Can-cel)ICM: Cancel Receipt1. Click Receipts.2. Check checkbox View Open Receipts.3. For the receipt to close: Check checkbox Tag.4. Click Cancel Tagged Receipts. A confirmation dialog appears.5. Click Yes. The receipt is closed.

ScanReq: Accept Receipt1. In ScanReq: Click MM.2. Click Receipts.3. Select or scan the receipt.4. Click The Above Items are Correct. The receipt is closed and the

items received.

Figure 5.87: Close a receipt

Figure 5.88: Accept receipt

5.50 OptiFlex • Confirm Receipt (Accept/Adjust/Cancel)

ScanReq: Cancel Receipt Changes1. Makes changes to a receipt.2. Instead of clicking The Above Items are Correct, click Cancel

Session and Return to Functions. A confirmation dialog appears.3. Click Yes. The receipt is not changed.

Accept Receipt Item1. In ScanReq: Click MM.2. Click Receipts.3. Select or scan the receipt.4. Click/touch an item. The dialog Edit Receipt appears.5. Click Save Receive Quantity. For

• USAGE (1a/1b)• Received quantity is not shown anywhere.• The receipt is closed if all items have been received on the

receipt.• MIN / RECEIPT (2a)

• Received quantity is shown in OnHand.• The receipt is closed if all items with full/partial quantities have

been received.• MIN / RECEIPT / BACKORDER (2b)

• The receipt is NOT closed if for any receipt item only a partial quantity was received.

Figure 5.89: Cancel receipt changes

Figure 5.90: Edit a receipt item

OptiFlex • Confirm Receipt (Accept/Adjust/Cancel) 5.51

Accept Partial Quantity of Receipt Items1. In ScanReq: Click MM.2. Click Receipts.3. Select or scan the receipt.4. Click/touch an item. The dialog Edit Receipt appears.5. Enter the received amount.6. Click Save Receive Quantity. For

• USAGE (1a/1b)• Received quantity is not shown anywhere.• The receipt is closed if all items have been received on the

receipt.• MIN / RECEIPT (2a)

• Received quantity is shown in OnHand.• The receipt is closed if all items with full/partial quantities have


• The receipt is NOT closed.

Figure 5.91: Accept partial item quantity

5.52 OptiFlex • Confirm Receipt (Accept/Adjust/Cancel)

Accept 0 of Receipt Item1. In ScanReq: Click MM.2. Click Receipts.3. Select or scan the receipt.4. Click/touch an item. The dialog Edit Receipt appears.5. Click Delete This Item. A warning appears6. Click OK.For

• USAGE (1a/1b)• The receipt is closed if all items have been received on the receipt.

• MIN / RECEIPT (2a)• The receipt is closed if all items with full/partial quantities have


• The receipt is closed if for no other other receipt items a partial quantity was accepted.

Figure 5.92: Delete receipt item

OptiFlex • View Changes (ICM) 5.53

View Changes (ICM)(1a) USAGE / receipt (no reorder)Received items are shown in the receipt.The quantity is in Prv Order.

(1b) USAGE / receipt / reorderPrevious order quantity is in Prv Order.Quantity of non-received items -> To Order.View receipt: CLOSED if all items on receipt were processed.

(2a) MIN / RECEIPT (close backorder)Received items are shown in receipts.Added items -> On Hand.

(2b) MIN / RECEIPT / BACKORDERReceived items are

• Shown in receipts• Added to On Hand

Receive partial:• Non-received items -> On Order.

Receipt is • Open if any unreceived items outstanding• Otherwise closed

5.54 OptiFlex • View Changes (ICM)

OptiFlex • Generate Reports 6.1

Generate Reports

Select Facility / Report Type1. In ICM: Click on Reports. The dialog Reports Selection appears.2. Select the Facility.3. Select the Report Type to display.

Select Output Device4. To print to the default printer: Do NOT check Print To Window.5. To print to the Report Viewer: Check Print To Window.

Figure 6.1: Dialog Reports Selection

6.2 OptiFlex • Generate Reports

Enter Required Info6. Click Report.Depending on the report type selected, the following dialogs may appear.

Figure 6.2: Dialog Select Department/PAR

Figure 6.3: Dialog Date Range

Figure 6.4: Dialog Select Patient


Figure 6.5: Dialog for specifying items

Figure 6.6: Dialog Select Vendor for the Report

Figure 6.7: Dialog Select Doctors for the Report


Report Viewer: Print to Network PrinterIf report reviewer was selected for output (see Select Output Device (page 6.1)), then after all required information has been input the report is displayed in the Report Viewer. To print to a network printer:1. Select the printer for printing.2. Click Print.

Export: Acrobat Format (PDF)1. Click on the Export Report icon.2. Select format Acrobat Format (PDF).3. Click OK. The dialog Export Options appears.4. Specify the page range.5. Click OK. The dialog Choose Export File appears.6. Select the target directory.7. Specify the text file name (.pdf).8. Click Save. The .pdf file is created.

Figure 6.8: Dialog Select Doctors for the Report

Figure 6.9: Dialog Export Options


Character-Separated Values1. Click on the Export Report icon.2. Select format Character-separated values.3. Click OK. The dialog Character-Separated Values appears.4. Specify the Separator and Delimiter.5. Click OK. The dialog Number and Date Format Dialog appears.6. Specify the number and date formats.7. Click OK. The dialog Choose Export File appears.8. Select the target directory.9. Specify the text file name (.chr).10.Click Save. The .chr file (text format) is created.

Comma-Separated Values (CSV)1. Click on the Export Report icon.2. Select format Comma-separated values.3. Click OK. The dialog Number and Date Format Dialog appears.4. Specify the number and date formats.5. Click OK. The dialog Choose Export File appears.6. Select the target directory.7. Specify the text file name (.csv).8. Click Save. The .csv file (text format) is created.

Figure 6.10: Dialog Character-Separated Values

Figure 6.11: Dialog Number and Date Format



Crystal Reports (RPT)1. Click on the Export Report icon.2. Select the required Crystal Reports format.3. Click OK. The dialog Choose Export File appears.4. Select the target directory.5. Specify the text file name (.rpt).6. Click Save. The .rpt file is created.

Excel (5.0/7.0/8.0, Extended)1. Click on the Export Report icon.2. Select the Excel format.3. Click OK. If an extended format was chosen, then the dialog Format

Options appears.4. Specify the required format options.5. Click OK. The dialog Choose Export File appears.6. Select the target directory.7. Specify the text file name (.xls).8. Click Save. The .xls file is created.

Figure 6.13: Dialog Format Options


Paginated Text1. Click on the Export Report icon.2. Select format Paginated Text.3. Click OK. The dialog Lines Per Page appears.4. Specify the number of lines per page.5. Click OK. The dialog Export to Text appears.6. Select the number of characters per inch.7. Click OK. The dialog Choose Export File appears.8. Select the target directory.9. Specify the text file name (.txt).10.Click Save. The .txt file is created.

Figure 6.14: Dialog Lines Per Page

Figure 6.15: Dialog Export to Text


Rich Text (Exact) Format1. Click on the Export Report icon.2. Select format Rich Text (Exact) Format.3. Click OK. The dialog Export Options appears.4. Specify the page range.5. Click OK. The dialog Choose Export File appears.6. Select the target directory.7. Specify the text file name (.rtf).8. Click Save. The .rtf file is created (open the file with MS Word).

Tab-Separated Text1. Click on the Export Report icon.2. Select format Tab-separated text.3. Click OK. The dialog Export to Text appears.4. Select the number of characters per inch.5. Click OK. The dialog Choose Export File appears.6. Select the target directory.7. Specify the text file name (.ttx).8. Click Save. The .ttx file (text format) is created.

Figure 6.16: Dialog Export Options



Tab-Separated Values1. Click on the Export Report icon.2. Select format Tab-separated values.3. Click OK. The dialog Number and Date Format Dialog appears.4. Specify the number and date formats.5. Click OK. The dialog Choose Export File appears.6. Select the target directory.7. Specify the text file name (.tsv).8. Click Save. The .tsv file (text format) is created.

Text1. Click on the Export Report icon.2. Select format Text.3. Click OK. The dialog Export to Text appears.4. Select the number of characters per inch.5. Click OK. The dialog Choose Export File appears.6. Select the target directory.7. Specify the text file name.8. Click Save. The text file is created.




XML1. Click on the Export Report icon.2. Select format XML.3. Click OK. The dialog Export to Directory appears.4. Select the target directory.5. Specify the base file name.6. Click OK.

Figure 6.20: Dialog Export to Directory

OptiFlex • View Reports in Report Viewer 6.11

View Reports in Report ViewerRefreshClick the Refresh icon to refresh the report with the latest data from the database.

PreviewClick in the preview tree to scroll and highlight a report item.

Figure 6.21: Report in Report Viewer

Figure 6.22: Preview

6.12 OptiFlex • View Reports in Report Viewer

Drill Down1. Double-click on an item to drill-down to that item.2. Right-click on the item in the drill-down tree and select Close Current

Drill Down View to close the drill-down.

SizeSelect the zoom level.

PageClick on the arrows or enter a page number.

SearchClick on the search icon to search for text.

Field InformationPlace the cursor over a report field or right-click to view the field properties.

Copy Field Values1. Right-click.2. Select Copy.3. Paste into document.

Figure 6.23: Drill down

Figure 6.24: Field properties


Freeze Pane1. Right-click.2. Select freeze pane.3. Move the scroll bars to see the effect.4. Right-click and select unfreeze to stop freeze pane.

Figure 6.25: Freeze pane


Discrepancy Reports

Discrepancy by PAR, Date, Cost w/ Neg. Qty for Patient ChargeReport File Name: DiscbyParDateCostPatChg.rptDescription: Prints discrepancies for Counts or Inventories during selected time period; negative discrepancies only. This report shows all items within the selected department and par with differences from the onhand value at any count or inventory during the selected time period.Selection Options:

• Department and Par • Date Range

Figure 6.26: DiscbyParDateCostPatChg.rpt

The following table describes the columns.

Column Name Description

Department Department name and number for which the report was run. If an entire department or all departments were selected, a new section header will display for each separate depart-ment and par.

PAR Par name and number for which the report was run. If an entire department or all depart-ments were selected, a new section header will display for each separate department and par.

From Date range selected for report.Count Date/Time Date and Time of counts for this item during the time period selected for the report.Item Item ID Chargeable True = Patient Chargeable; False = Not Patient ChargeableDescription Item DescriptionDiscrep Qty Current quantity on hand minus quantity last on handUnit Cost Cost associated with each issue unit of this itemExtended Cost Shows the amount of loss or gain by multiplying discrepancy quantity by unit costItem Total Qty Total quantity of discrepancies for the item over the selected time period.Department Total Cost Shows the amount of loss or gain for the department by totaling the extended cost for

each department.

Table 6.1: DiscbyParDateCostPatChg.rpt columns


Discrepancy Report – All ItemsReport File Name: ScanREQDisc.rptDescription: Prints discrepancies for Counts or Inventories printed day only. Also used in OptiFlex.This report shows all items within the selected department and par with differences from the on-hand value at the last count or inventory.Selection Options:

• Department and Par

Figure 6.27: ScanREQDisc.rpt


Column Name Description

Department Department name and number for which the report was run. If an entire department or all departments were selected, a new section header will display for each separate department and par.

PAR Par name and number for which the report was run. If an entire department or all departments were selected, a new section header will display for each separate department and par.

Item Item ID Description Item DescriptionCharge Charge = Patient Chargeable; Noncharge = Not Patient ChargeableIUOM Unit of measure in which this item is issued to the parOnHand Current on hand quantityPreviousOnHand On hand quantity at the time of last count or inventoryDiscrepancy Current quantity on hand minus quantity last on handUnit Cost Cost associated with each issue unit of this itemCost of Losses The amount of loss or gain by multiplying discrepancy by unit cost for each item.Total Items with Discrep-ancies

Total number of items with a discrepancy.

Table 6.2: ScanREQDisc.rpt


Total Charge Items with Negative Discrepancies This Department

Total number of items with a negative discrepancy in the selected department.

Total Charge Items with Positive Discrepancies This Department

Total number of items with a positive discrepancy in the selected department.

Grand Total Charge Items with Positive Dis-crepancies This Depart-ment

Total number of items with a positive discrepancy in all selected departments.

Table 6.2: ScanREQDisc.rpt


Discrepancy Report – Chargeable Items OnlyReport File Name: ScanREQDiscPatChrg.rptDescription: Prints discrepancies for Counts or Inventories printed day only, Chargeable items only. This report shows all chargeable items within the selected department and par with differences from the on-hand value at the last count or inventory.Selection Options:


Figure 6.28: ScanREQDiscPatChrg.rpt


Column Name DescriptionDepartment The department for which the discrepancy is reported.PAR The par for which the discrepancy is reported.Item The item for which the discrepancy is reported.Description The description of the item.Charge Indicates if the item is chargeable to the patient. True = patient chargeable. False = not

patient chargeableIUOM Issue Unit of Measure – the unit of measure in which this item is issued to the supply

roomOn Hand New on hand quantity that was entered and triggered the discrepancy.Previous On Hand Last on hand quantity based on accumulated data.Discrepancy The difference between on hand and previous on hand. A negative number indicates

there were fewer items on hand than expected. A positive number indicates there were more items on hand than expected.

Unit Cost The issue unit of measure cost.Cost of Losses The issue unit of measure cost multiplied by the discrepancy.Total Items with Dis-crepancies This Depart-ment

Total quantity and dollar value of discrepancies for this department. Will subtotal at each change of department if report is requested for multiple departments.

Grand Total Items with Discrepancies All Departments

Total quantity and dollar value of discrepancies for entire report.

Table 6.3: ScanREQDiscPatChrg.rpt


Discrepancy Report By PAR and DateReport File Name: DiscbyParDate.rptDescription: Prints discrepancies for Counts or Inventories for selected date range for selected department or par.This report shows all items within the selected department and par with differences from the on-hand value at counts or inventories during the selected time period. It shows if transactions were counts or inventories. Selection Options:


Figure 6.29: DiscbyParDate.rpt


Column Name DescriptionDepartment The department for which the discrepancy is reported.PAR The par for which the discrepancy is reported.From Date range selected for report.Count Date/Time Date and Time of counts for this item during the time period selected for the report.Trans Type Shows if the transaction was a count or an inventory.Item ID The item for which the discrepancy is reported.Chargeable Indicates if the item is chargeable to the patient. True = patient chargeable. False = not

patient chargeable

Description The description of the item.Discrep Qty The difference between on hand and previous on hand. A negative number indicates


Item Total Qty Total quantity of discrepancies for the item over the selected time period.

Table 6.4: DiscbyParDate.rpt


Discrepancy Report By PAR and Date with CostReport File Name: DiscbyParDateCost.rptDescription: Prints discrepancies for Counts or Inventories for selected date range for selected department or par.This report shows all items within the selected department and par with differences from the on-hand value at counts or inventories during the selected time period. Selection Options:


Figure 6.30: DiscbyParDateCost.rpt


Column Name DescriptionDepartment The department for which the discrepancy is reported.PAR The par for which the discrepancy is reported.From Date range selected for report.Count Date/Time Date and Time of counts for this item during the time period selected for the report.Item ID The item for which the discrepancy is reported.Chargeable Indicates if the item is chargeable to the patient. True = patient chargeable. False = not

patient chargeable



Unit Cost Cost associated with each issue unit of this item

Extended Cost The amount of loss or gain by multiplying discrepancy by unit cost for each item.

Department Total Cost Shows the amount of loss or gain for the department by totaling the extended cost for each department.


Table 6.5: DiscbyParDateCost.rpt


Discrepancy Report By PAR and Date with Cost for Patient ChargeReport File Name: DiscbyParDateCostPastChg.rptDescription: Prints discrepancies for Counts or Inventories for selected date range for selected department or par for chargeable items only.This report shows all chargeable items within the selected department and par with differences from the on-hand value at counts or inventories during the selected time period. Selection Options:


Figure 6.31: DiscbyParDateCostPastChg.rpt


Column Name DescriptionDepartment The department for which the discrepancy is reported.PAR The par for which the discrepancy is reported.From Date range selected for report.Count Date/Time Date and Time of counts for this item during the time period selected for the report.Item ID The item for which the discrepancy is reported.Chargeable Indicates if the item is chargeable to the patient. All items on this report will be True =

patient chargeable.



Unit Cost Cost associated with each issue unit of this item

Extended Cost The amount of loss or gain by multiplying discrepancy by unit cost for each item.

Department Total Cost Shows the amount of loss or gain for the department by totaling the extended cost for each department.


Table 6.6: DiscbyParDateCostPastChg.rpt


Discrepancy Usage vs. OrderReport File Name: IssueReceivingDisc.rptDescription: Prints discrepancies for Counts or Inventories for selected date range for selected department or par for chargeable items only.This report shows usage and discrepancies within the selected item, department and par for the selected time period. Selection Options:

• Department and Par • Item Number• Date Range

Figure 6.32: IssueReceivingDisc.rpt


Column Name DescriptionFrom Date range selected for report.Department The department for which the discrepancy is reported.PAR The par for which the discrepancy is reported.Item The item for which the discrepancy is reported.Description The description of the item.Inventory Usage Summary InformationIssues Quantity of this item issued during the selected time periodCredits Quantity of this item credited during the selected time periodTotal Total quantity of this item issued during the selected time periodCost Total cost associated with units of items issued. Based on Issue Unit of Measure

Cost. OrdersTotal Total quantity of each item ordered during the selected time period.Cost Total cost associated with units of items ordered. Based on Issue Unit of Mea-

sure Cost.

Table 6.7: IssueReceivingDisc.rpt


Discrepancy InfoTotal The difference between orders and the net of issues minus credits. A negative

number indicates there were more items ordered than issued to patients. A posi-tive number indicates there were fewer items ordered than issued to patients.

Cost Shows the amount of loss or gain for the department by multiplying the cost for each item by the discrepancy total.

Totals This Department Totals each column for the lowest unit for which the report was requested (i.e. par or department).

Grand Totals All Departments

Totals each column for the department for which the report was request.

Table 6.7: IssueReceivingDisc.rpt


Inventory Reports

Downtime Inventory Bar Codes Used for Scanning All ItemsReport File Name: InventoryAllDownTime.rptDescription: Inventory sheet for system downtime use.This report shows active items and sorts by the Inventory Detail Key in ascending order. Can be printed for areas where there is scheduled down-time or printed at certain intervals and maintained in the par location for backup procedures.Selection Options:


Figure 6.33: InventoryAllDownTime.rpt


Column Name DescriptionPatient Name The par and item number (Inventory Detail Key) for which detail information is

reported.Medical Record Num-ber

Location to enter Patient’s Medical Record Number or Patient Account Number.

Service Date Date for which this sheet is being complete. This is the date that should be entered for charges once the system is available again.

Qty The quantity of the item that should be entered once the system is available again.

Barcode Barcode of the inventorydetailkey (dept, par and item id) shown below

Description Description of the item with the barcode.

Table 6.8: InventoryAllDownTime.rpt


Downtime Inventory Bar Codes Used for Scanning Patient Chargeable ItemsReport File Name: InventoryChargeableDownTime.rptDescription: Inventory sheet of chargeable items for system downtime use.This report shows active chargeable items and sorts by the Inventory Detail Key in ascending order. Can be printed for areas where there is scheduled down-time or printed at certain intervals and maintained in the par location for backup procedures.Selection Options:


Figure 6.34: InventoryChargeableDownTime.rpt


Column Name DescriptionPatient Name The par and item number (Inventory Detail Key) for which detail information is

reported.Medical Record Num-ber

Location to enter Patient’s Medical Record Number or Patient Account Number.

Service Date Date for which this sheet is being complete. This is the date that should be entered for charges once the system is available again.

Qty The quantity of the item that should be entered once the system is available again.

Barcode Barcode of the inventorydetailkey (dept, par and item id) shown below

Description Description of the item with the barcode.

Table 6.9: InventoryChargeableDownTime.rpt


Inventory Bar Codes for All ItemsReport File Name: InventoryBarCodeAll.rptDescription: Selected by Department/Par and used for scanning.This report shows active items and sorts by the Inventory Detail Key in ascending order. Selection Options:

• Department and Par• Item Number

Figure 6.35: InventoryBarCodeAll.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.Item ID Code The par and item number (Inventory Detail Key) for which detail information is

reported.Description The description of the item.Bin Location Physical location where the item is stored.Issue U Of M Issue Unit of Measure – the unit of measure in which this item is issued to the supply

roomPurchase U Of M Purchase Unit of Measure – the unit of measure in which this item is purchased from

the supplier.

Purchase U Of M Fac-tor

Purchase Unit of Measure Factor – the number of issue units that are included in each purchase unit.

Stock Item Indicates if the item is stock or nonstock. False = Nonstock. True = Stock.

Min Level The minimum quantity set for this item on this par location.

Max Level The maximum quantity set for this item on this par location.

Table 6.10: InventoryBarCodeAll.rpt


Inventory Bar Codes for Patient Chargeable and Critical ItemsReport File Name: InventoryChargeableCritical.rptDescription: Downtime inventory sheet for chargeable items and those with critical levels.This report shows active chargeable items and items with a critical level sorted by the Inventory Detail Key in ascending order. Can be printed for areas where there is scheduled down-time or printed at certain intervals and maintained in the par location for backup procedures.Selection Options:


Figure 6.36: InventoryChargeableCritical.rpt


Column Name DescriptionPatient Information Location to enter patient name and account id or medical record numberService Date Date for which charges should be enteredDept Department for which this report was run.Par Par for which this report was run.Item ID Code The par and item number (Inventory Detail Key) for which detail information is

reported.Description The description of the item.IU Of M Issue Unit of Measure – the unit of measure in which this item is issued to the supply

roomCritical Level If the item has a critical level set, the quantity at which a critical level alert will be sent

to Materials Management.

Charge Patient Indicates if the item is chargeable to the patient. True = patient chargeable; False = not patient chargeable.

Quantity Issued Quantity of the item issued to the patient.

Table 6.11: InventoryChargeableCritical.rpt


Inventory Bar Codes for Patient Chargeable ItemsReport File Name: InventoryDeptPatChrg.rptDescription: Selected by Department/Par and used for scanning (charge only).This report pulls active chargeable items and sorts by the Inventory Detail Key in ascending order. Selection Options:


Figure 6.37: InventoryDeptPatChrg.rpt



reported.Description The description of the item.IUOfM Issue Unit of Measure – the unit of measure in which this item is issued to the supply

roomPUOfM Purchase Unit of Measure – the unit of measure in which this item is purchased from

the supplier.

PUOfMF Purchase Unit of Measure Factor – the number of issue units that are included in each purchase unit.


Charge Patient Indicates if the item is chargeable to the patient in this par. True = patient chargeable. False = not patient chargeable. All items on this report will be True.

Table 6.12: InventoryDeptPatChrg.rpt


Inventory Bar Codes Used for Manual Order ItemsReport File Name: InventoryManualOrder.rptDescription: Selected by Department/Par and used for scanning (manual order only).This report shows active items set to manual order sorted by the Inventory Detail Key in ascending order. Selection Options:


Figure 6.38: InventoryManualOrder.rpt



reported.Description The description of the item.Bin Location Physical location where the item is stored.Issue U Of M Issue Unit of Measure – the unit of measure in which this item is issued to the supply

roomPurchase U Of M Purchase Unit of Measure – the unit of measure in which this item is purchased from

the supplier.

Purchase U Of M Fac-tor

Purchase Unit of Measure Factor – the number of issue units that are included in each purchase unit.


Min Level The minimum quantity set for this item on this par location.

Max Level The maximum quantity set for this item on this par location.

Table 6.13: InventoryManualOrder.rpt


Inventory Bar Codes used for ScanningReport File Name: Inventory.rptDescription: Selected by Department/Par and used for scanning.This report shows active items and sorts by the Inventory Detail Key in ascending order. Selection Options:


Figure 6.39: Inventory.rpt





the supplier.



Charge Patient Indicates if the item is chargeable to the patient in this par. True = patient chargeable. False = not patient chargeable.

Table 6.14: Inventory.rpt


Inventory Bar Codes used for Scanning Chargeable ItemsReport File Name: InventoryChargeable.rptDescription: Selected by Department/Par for scanning. (chargeable items only).This report shows active, chargeable items and sorts by the Inventory Detail Key in ascending order. Selection Options:


Figure 6.40: InventoryChargeable.rpt





the supplier.



Charge Patient Indicates if the item is chargeable to the patient in this par. All items on this report will be True = patient chargeable.

Table 6.15: InventoryChargeable.rpt


Inventory Bar Codes used for Scanning Non-chargeable ItemsReport File Name: InventoryNonChargeable.rptDescription: Selected by Department/Par and used for scanning. (Non-Charge).This report shows active, nonchargeable items and sorts by the Inventory Detail Key in ascending order. Selection Options:


Figure 6.41: InventoryNonChargeable.rpt





the supplier.



Charge Patient Indicates if the item is chargeable to the patient in this par. All items on this report will be False = not patient chargeable.

Table 6.16: InventoryNonChargeable.rpt


Inventory by Department by ParReport File Name: InventoryByDeptPar.rptDescription: Inventory detail for Department/Par.This report shows active items on the inventory for the selected par and sorts by the Item ID in ascending order. Includes consignment and owned items.Selection Options:


Figure 6.42: InventoryByDeptPar.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.Item ID The item number for which detail information is reported.Description The description of the item.IUOM Issue Unit of Measure – the unit of measure in which the item is issued to the supply

room.Min The minimum quantity of the item to be kept on this par.

Max The maximum quantity of the item to be kept on this par.

Critical Level The critical level set for this item. Used for Critical Notice. The default is -1, where no critical level is in place.

On Hand The quantity of the item that is currently in stock on this par. For pars set to Usage, the on hand value is not used in any calculations.

On Order The quantity of the item that is currently on order on this par.

To Order The quantity of the item that will be ordered when the next order is placed for this par.

Prior Order The quantity ordered immediately prior to the last order of the item if there is an On Order value or the quantity of the last order if On Order = 0 and all orders have been received in the system.

Location Bin Location of the item within the par.

Table 6.17: InventoryByDeptPar.rpt


Inventory by Department by Par ConsignedReport File Name: InventoryByDeptParConsignment.rptDescription: Consignment Inventory detail for Department/Par.This report shows active items on the consigned inventory for the selected par and sorts by the Item ID in ascending order. Selection Options:


Figure 6.43: InventoryByDeptParConsignment.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.Consignment Items Indicates that this is consignment items onlyItem ID The item number for which detail information is reported.Description The description of the item.IUOM Issue Unit of Measure – the unit of measure in which the item is issued to the supply









Table 6.18: InventoryByDeptParConsignment.rpt


Inventory by Department by Par OwnedReport File Name: InventoryByDeptParOwned.rptDescription: Inventory detail for Department/Par excluding consignment.This report shows active items on the inventory for the selected par and sorts by the Item ID in ascending order. Includes only owned product.Selection Options:


Figure 6.44: InventoryByDeptParOwned.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.Item ID The item number for which detail information is reported.Description The description of the item.IUOM Issue Unit of Measure – the unit of measure in which the item is issued to the supply









Table 6.19: InventoryByDeptParOwned.rpt


Inventory by Department by Par w/ Dept NameReport File Name: InventoryByDeptParDetail.rptDescription: Inventory detail for Department/Par.This report shows active items on the inventory for the selected par and sorts by the Item ID in ascending order. Selection Options:


Figure 6.45: InventoryByDeptParDetail.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.Item ID The item number for which detail information is reported.Dept/Par Department and par in which this item is located.Description The description of the item.IUOM Issue Unit of Measure – the unit of measure in which the item is issued to the supply








Table 6.20: InventoryByDeptParDetail.rpt


Inventory Issue Price Consignment ItemsReport File Name: InventoryCostConsignment.rptDescription: Item Value by Maximum Par level for consignment items only.This report shows active consignment items on the inventory for the selected par and sorts by the total par value in descending order. Selection Options:


Figure 6.46: InventoryCostConsignment.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.Item ID The item number for which detail information is reported.Description The description of the item.Charge Patient Indicates if the item is chargeable to the patient in this par. All items on this report will

be False = not patient chargeable.

Issue UOfM Issue Unit of Measure – the unit of measure in which the item is issued to the supply room.

Unit Price The unit price of the item.

Par Level The maximum quantity of the item to be kept on this par location.

Item Value Par level multiplied by unit price.

Qty On Hand Quantity of the item currently on the shelf

Value On Hand Value of the quantity currently on the shelf

Consignment Indicates that the item is a consignment itemTotal Value of Inventory TotalValue of items at par level

TotalValue of items on hand

Table 6.21: InventoryCostConsignment.rpt


Inventory Issue Price in Descending OrderReport File Name: InventoryCost.rptDescription: Item Value by Maximum Par level.This report shows active items on the inventory for the selected par and sorts by the total par value in descending order for both owned and consigned items. Selection Options:


Figure 6.47: InventoryCost.rpt








Rank Ranked in descending order according to total item value kept at this par location.

Table 6.22: InventoryCost.rpt


Inventory Issue Price OwnedReport File Name: InventoryCostOwned.rptDescription: Item Value by Maximum Par level for owned items only.This report shows active items on the inventory for the selected par and sorts by the total par value in descending order for owned items only. Selection Options:


Figure 6.48: InventoryCostOwned.rpt








Consignment Indicates that the item is a consignment itemTotal Value of Inventory TotalValue of items at par level.

TotalValue of items on hand

Table 6.23: InventoryCostOwned.rpt


Inventory or Count TransactionsReport File Name: InventoryCountTransactions.rptDescription: Inventory or Count by Department/Par.This report shows count or inventory transactions and any discrepancies for the requested department(s) and par(s) within the requested date range. Selection Options:

• Department and Par• Date Range

Figure 6.49: InventoryCountTransactions.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.Transaction Indicates if the transaction was a count or an order under the materials management

functions.Item The item number for which detail information is reported.Description The description of the item.Quantity Difference The difference or discrepancy between the on-hand value calculated within the system

and the quantity entered by the user.Terminal Name Name of the computer where the count or inventory was performed.Min The minimum quantity of the item to be kept on this par.


Charge Patient? Indicates if the item is chargeable to the patient in this par.

Item Location Bin Location of the item within the par area.

Scan Date Date on which the count or inventory was entered.

Table 6.24: InventoryCountTransactions.rpt


Inventory Usage SummaryReport File Name: UsageSummary.rptDescription: Inventory Usage by Department/Par.This report shows inventory usage for the requested department(s) and par(s) within the requested date range. Selection Options:

• Department and Par• Item ID• Date Range

Figure 6.50: UsageSummary.rpt


Column Name DescriptionFrom Date range selected for report.Dept Department for which this report was run.Par Par for which this report was run.Item The item number for which information is reported.Description The description of the item.Inventory Usage Summary InformationIssues Quantity of units issued to patient during the requested time periodCredits Quantity of units credited to patient during the requested time periodDiscrepancy Any discrepancies created for this item when a count or inventory was completed.

Total Total issues minus credits minus discrepancies. Note that a negative discrepancy would be an addition to the quantity issued.

Cost Quantity issued multiplied by issue unit cost.

Orders

Total Quantity of units ordered during the requested time period

Cost Quantity ordered multiplied by issue unit cost.

Totals this department Totals of each column for the requested department(s) and par(s).

Table 6.25: UsageSummary.rpt


Inventory Usage Summary by DoctorReport File Name: DoctorUsageSummary.rptDescription: Inventory Usage by Doctor by Department/Par.This report shows inventory usage for the requested department(s) and par(s) within the requested date range and the physician with which the issue or credit was associated. Note that this is only applicable in locations where a doctor selection is made prior to issuing items to a patient.Selection Options:

• Department and Par• Item ID• Date Range

Figure 6.51: DoctorUsageSummary.rpt


Column Name DescriptionFrom Date range selected for report.Dept Department for which this report was run.Par Par for which this report was run.Item The item number for which information is reported.Description The description of the item.Inventory Usage Summary InformationGroup Supply group or category code with which this item is associated.Issues Quantity of units issued to patient during the requested time periodCredits Quantity of units credited to patient during the requested time periodTotal Total issues minus credits.

Cost Issue unit cost.

Doctor Physician with which the issue is associated.

Totals this department Totals of each column for the requested department(s) and par(s).

Table 6.26: DoctorUsageSummary.rpt


Inventory with Issue cost of $0.00Report File Name: InventoryZeroCost.rptDescription: Items with $0 issue cost.This report shows items that have an issue unit cost of $0.00 for the requested department(s) and par(s).Selection Options:


Figure 6.52: InventoryZeroCost.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.Item The item number for which information is reported.Description The description of the item.Issue U of M Issue unit of measurePurchase InformationU of M Purchase unit of measureFactor Purchase unit of measure factor; how many of the issue units are in a purchase unit

Cost Purchase unit cost.

Total Number of Items for Dept/PAR

Total distinct item ids included for this department and par

Table 6.27: InventoryZeroCost.rpt


Item Charge Information by Dept by PARReport File Name: InventoryChargeInfo.rptDescription: Items with their associated charge number.This report shows items with their associated charge number for the requested department(s) and par(s).Selection Options:

• Department and Par• Item ID

Figure 6.53: InventoryChargeInfo.rpt


Column Name DescriptionDept Department for which this report was run.Par Par for which this report was run.ItemID The item number for which information is reported.Description The description of the item.Issue U of M Issue unit of measureCharge Number Charge number associated with this itemCharge Patient Indicates if the item is chargeable to the patient in this par.

Table 6.28: InventoryChargeInfo.rpt


Item Inquiry by Item # with Dept/PAR Location Total of QtyReport File Name: ItemInfo.rptDescription: Pars in which an item is located.This report shows the department(s) and par(s) in which the selected item(s) is located.Selection Options:

• Item ID

Figure 6.54: ItemInfo.rpt


Column Name DescriptionItem # The item number for which information is reported.Description The description of the item.Department Department in which this item is included.Par Par in which this item is included.Location Bin location for the item Min Minimum quantity set on this parMax Maximum quantity set on this parOn Hand Quantity currently on hand of this item on this par

Manual Order Indicates if the item is a manual order. Manual order items do not accumulate orders when items are issued.

Charge Patient Indicates if the item is chargeable to the patient in this par.

Total Number of Items Total quantity of this item on hand in the multiple par locations.

Table 6.29: ItemInfo.rpt


Item Inquiry for Department and Par LocationReport File Name: ItemInquiryDeptPAR.rptDescription: Facility and pars in which an item is located.This report shows the facility, department(s) and par(s) in which the selected item(s) is located.Selection Options:

• Item ID

Figure 6.55: ItemInquiryDeptPAR.rpt


Column Name DescriptionItem # The item number for which information is reported.Description The description of the item.Facility ID ID of the facility in which this item is located; if multiple facilities are in the same data-

base, can pull data for more than one facility at a time.Dept Nbr Department in which this item is included.Par Par in which this item is included.Max Maximum quantity set on this parPar Description Description of the par in which the item is located

IUOM Issue Unit of measureMin Minimum quantity set on this parOn Hand Quantity currently on hand of this item on this par

Location Bin location of this item

Table 6.30: ItemInquiryDeptPAR.rpt


Item Master InquiryReport File Name: ItemMastInquiry.rptDescription: Item Master detail information.This report shows the purchase information for the requested item(s). The data is at the item master level.Selection Options:

• Item ID

Figure 6.56: ItemMastInquiry.rpt


Column Name DescriptionItem ID The item number for which information is reported.Description The description of the item.Label Label description of the item if one has been enteredNurse Nurse description of the item if one has been entered.PUOM Purchase unit of measurePUOM Factor Purchase unit of measure factor; number of issue units required to equal one purchase

unit.PUOM Price Purchase unit of measure priceStock Item Indicates if the item is stock. True = stock item; False = nonstock item

Table 6.31: ItemMastInquiry.rpt


Items without Cross ReferencesReport File Name: BlankCrossRef.rptDescription: Items that have no cross reference data.This report shows all items in purchase information for the requested item(s). The data is at the item master level.Selection Options:


Figure 6.57: BlankCrossRef.rpt


Column Name DescriptionParskey Department and par in which the item is locatedItem ID The item number for which information is reported.Description The description of the item.Vendor Name Vendor that provides the item to the facilityVendorItemNumber Vendor’s reorder or catalog number

Table 6.32: BlankCrossRef.rpt


Physical Inventory Report for Inventory FunctionReport File Name: PhysicalInventory.rptDescription: Inventory and current on hand value.This report shows current on hand quantities and values of all items on the requested department(s) and par(s) within the requested date range.Selection Options:


Figure 6.58: PhysicalInventory.rpt


Column Name DescriptionFrom Date range selected for report.Department Department in which this item is included.Par Par in which this item is included.Item ID The item number for which information is reported.Item Description The description of the item.Shelf Location Physical location of the itemIssue U of M Issue unit of measurePU of M Factor Purchase unit of measure factor; number of issue units required to equal one purchase

unit.Issue U of M Cost Issue unit of measure pricePar Level The maximum quantity to keep at this par location.On Hand Quantity currently on hand of this item on this parOn Hand Value Issue unit cost multiplied by the on hand quantity

Table 6.33: PhysicalInventory.rpt


Shelf Labels Avery 8160Report File Name: InventoryShelfLabelsAvery8160.rptDescription: Print shelf labels on Avery label stock to standard LaserJet printer.This report prints labels on Avery label stock using a standard LaserJet printer if no label printer is available. Selection Options:


Figure 6.59: InventoryShelfLabelsAvery8160.rpt


Column Name DescriptionMin Minimum par level for this item.Max Maximum par level for this itemInventoryDetailKey Department/ par and item id for the barcode immediately below.Description The description of the item.

Table 6.34: InventoryShelfLabelsAvery8160.rpt


Shelf Labels OM 86101Report File Name: InventoryShelfLabelsOM86101.rptDescription: Print shelf labels on Office Max label stock to standard LaserJet printer.This report prints labels on Office Max label stock using a standard LaserJet printer if no label printer is available. Selection Options:


Figure 6.60: InventoryShelfLabelsOM86101.rpt


Column Name DescriptionMin Minimum par level for this item.Max Maximum par level for this itemInventoryDetailKey Department/ par and item id for the barcode immediately below.Description The description of the item.

Table 6.35: InventoryShelfLabelsOM86101.rpt


Kit/Procedure Reports

Kits list by Department Report File Name: Kits.rptDescription: Selected by Department lists all kits and all items in each kit.This report pulls active kits and sorts by the kit number in ascending order and by item id in ascending order within each kit. Scanning the barcode at the top of each kit list will issue the items in the kit to the selected patient.Selection Options:

• Department and Par. Note: If only one par is selected and kit includes items from other pars, only the items pulled from the selected par will be shown.

Figure 6.61: Kits.rpt


Column Name DescriptionKit The name and number assigned when this kit was created.ItemID Item ID associated with this item Department/Par Department and par from which items in this kit are built.Description The description of the item.Quantity Quantity that will be included when this kit is scanned

Total number of items Calculates the total number of items included in the kit. This is not the number of differ-ent item ids in the kit.

Table 6.36: Kits.rpt


Kits list by Department with barcodesReport File Name: Kitbarcode.rptDescription: Selected by Department lists all kits and all items in each kit with barcodes.This report pulls active kits and sorts by the kit number in ascending order with each kit printing on a new page. Scanning the barcode at the top of each kit list will issue the items in the kit to the selected patient. Scanning the bar code to the right will issue the individual item.Selection Options:

• Department and Par. Note: If only one par is selected and kit includes items from other pars, only the items pulled from the selected par will be shown.

Figure 6.62: Kitbarcode.rpt


Column Name DescriptionDepartment Department from which items in this kit are built.PAR Par from which items in this kit are built.KitID Kit number assigned when this kit was created. Displayed underneath the top bar

code.KitDescription Kit description assigned when this kit was created. Displayed underneath the top bar

code.Description Description of the Item included in the kitDept/Par Department and par this item was selected from in building the kit.KitQuantity Quantity of the item that will be issued when the kit is scanned.IssueUOfM Unit of measure in which item is issued to a patient.ItemNbr Item IDItem Barcode Barcode of the individual item ID.

Table 6.37: Kitbarcode.rpt


Patient Reports

Audit Report for Outpatient ChargingReport File Name: PatChargeAuditOut.rptDescription: Charges for outpatient accounts.This report pulls all posted charges and credits for outpatients within the requested department(s), par(s) and date range sorted by patient account id. Note: The date used in selecting records for this report is the Charge Date, not the Transaction Date. Selection Options:


Figure 6.63: PatChargeAuditOut.rpt


Column Name DescriptionFrom Date range selected for report.Pat. No. Patient Account ID or visit numberName Patient last and first nameDept Department for this report section.PAR Par for this report section.Charging InformationCharge No Charge number associated with this item Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No =

nonchargeable.Charged Indicates that the item was processed through the charge sending program. Will be

Yes regardless of whether or not an item is chargeable.Item # Item ID of the item issued to the outpatientDescription Description of the item Qty Quantity of the item that was issued to the outpatient. A credit will show a negative

quantity.Scan Date/Time Date and time item was issued to the outpatient

Table 6.38: PatChargeAuditOut.rpt


Audit Report for Patient ChargingReport File Name: PatientChargeAudit.rptDescription: Charges for patient accounts.This report shows posted charges and credits for all patients within the requested department(s), par(s) and date range sorted by patient account id. Note: The date used in selecting records for this report is the Charge Date, not the Transaction Date. Selection Options:


Figure 6.64: PatientChargeAudit.rpt


Column Name DescriptionFrom Date range selected for report.Pat. No. Patient Account ID or visit numberName Patient last and first nameDept Department for this report section.PAR Par for this report section.Charging InformationCharge No Charge number associated with this item Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No

= nonchargeable.Charged Indicates that the item was processed through the charge sending program. Will be

Yes regardless of whether or not an item is chargeable.Posted Indicates that the item was processed through the charge sending program and has

been posted Item # Item ID of the item issued to the patientDescription Description of the item Qty Quantity of the item that was issued to the patient. A credit will show a negative quan-

tity.Service Date/Time Transaction Date and time item was issued to the patient

Table 6.39: PatientChargeAudit.rpt


Issuing User If login is being used at the facility, the last and first name of the user that issued the item to the patient.

Patient Total Charges Sum of the quantity of items issued to this patientTotal Count of Credits Sum of the quantity of items creditedTotal Items Charged to Patients

Sum of the quantity of items issued and credited to patients

Charges Minus Credits Total Items Charged minus Total Count of CreditsTransactions Number of distinct transactions on this report

Table 6.39: PatientChargeAudit.rpt


Audit Report for Patient Issues - AllReport File Name: PatientIssuesAll.rptDescription: Issues and credits for patient accounts.This report shows all posted and unposted charges and credits for all patients within the requested department(s), par(s) and date range sorted by patient account id. Selection Options:


Figure 6.65: PatientIssuesAll.rpt


Column Name DescriptionFrom Date range selected for report.Pat. No. Patient Account ID or visit numberName Patient last and first nameDept Department for this report section.PAR Par for this report section.Charging InformationCharge No Charge number associated with this item. If this field is blank and the charge patient

field is Yes, no charge will be sent for the item because there is no charge number associated with the item to be sent to the patient billing system.

Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No = nonchargeable.

Charged Indicates that the item was processed through the charge sending program. Will be Yes regardless of whether or not an item is chargeable.

Table 6.40: PatientIssuesAll.rpt


Posted Indicates that the item was posted when processed successfully through the charge sending program.

Item # Item ID of the item issued or creditedDescription Description of the item Qty Quantity of the item that was issued to the patient. A credit will show a negative quan-

tity.Scan Date/Time Date and time item was issued to the patientIssuing User If login is being used at the facility, the last and first name of the user that issued the

item to the patient.Patient Total Charges Sum of the quantity of items issued to this patientTotal Count of Credits Sum of the quantity of items creditedTotal Items Charged to Patients



Table 6.40: PatientIssuesAll.rpt


Audit Report for Patient Issues – Not PostedReport File Name: PatientIssuesNotPosted.rptDescription: Unposted issues and credits for patient accounts.This report shows all unposted charges and credits for all patients within the requested department(s), par(s) and date range sorted by patient account id. Selection Options:


Figure 6.66: PatientIssuesNotPosted.rpt


Column Name DescriptionFrom Date range selected for report.Pat. No. Patient Account ID or visit numberName Patient last and first nameDept Department for this report section.PAR Par for this report section.Charging InformationCharge No Charge number associated with this item. If this field is blank and the charge patient

field is Yes, no charge will be sent for the item because there is no charge number associated with the item to be sent to the patient billing system.

Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No = nonchargeable.

Charged Indicates that the item was processed through the charge sending program. Will be Yes regardless of whether or not an item is chargeable.

Table 6.41: PatientIssuesNotPosted.rpt


Posted Indicates that the item was posted when processed successfully through the charge sending program. All items on this report will be No.

Item # Item ID of the item issued to the patientDescription Description of the item Dept/Par Department and par this item was selected from in building the kit.Qty Quantity of the item that was issued to the outpatient. A credit will show a negative

quantity.Scan Date/Time Date and time item was issued to the outpatientIssuing User If login is being used at the facility, the last and first name of the user that issued the

item to the patient.Patient Total Charges Sum of the quantity of items issued to this patientTotal Count of Credits Sum of the quantity of items creditedTotal Items Charged to Patients



Table 6.41: PatientIssuesNotPosted.rpt


Audit Report for Patient Issues - PostedReport File Name: PatientIssuesPosted.rptDescription: Posted charges for patient accounts.This report pulls posted charges and credits for all patients within the requested department(s), par(s) and date range sorted by patient account id. Selection Options:


Figure 6.67: PatientIssuesPosted.rpt


Column Name DescriptionFrom Date range selected for report.Pat. No. Patient Account ID or visit numberName Patient last and first nameDept Department for this report section.PAR Par for this report section.Charging Information

Charge No Charge number associated with this item Charge Pat Indicates if the item is chargeable for this department and par. Yes = chargeable; No

= nonchargeable.Charged Indicates that the item was processed through the charge sending program. Will be

Yes regardless of whether an item is chargeable.Posted Indicates that the item was posted when processed successfully through the charge

sending program. Item # Item ID of the item issued to the patientDescription Description of the item Qty Quantity of the item that was issued to the patient. A credit will show a negative quan-

tity.Service Date/Time Transaction Date and time item was issued to the patientIssuing User If login is being used at the facility, the last and first name of the user that issued the

item to the patient.

Table 6.42: PatientIssuesPosted.rpt


Patient Charges by Department by PAR – Posted ChargesReport File Name: PatientChargeDeptPAR.rptDescription: Posted charges for patient accounts.This report pulls posted charges and credits for all patients within the requested department(s), par(s) and date range sorted by department and par. Selection Options:


Figure 6.68: PatientChargeDeptPAR.rpt


Column Name DescriptionFrom Date range selected for report.Dept Department for this report section.PAR Par for this report section.Patient No. Patient Account ID or visit numberPatient Name Patient last and first nameItem # Item ID of the item issued to the patientDescription Description of the item Qty Quantity of the item that was issued to the patient. A credit will show a negative quan-

tity.Last Transaction Date/Time

Last Date and time item was issued to the patient from this par on this particular day

Total Items Charged to Patient

Sum of the quantity of items issued to patients from this par on this day

Total Items Charged Sum of the quantity of items issued to patients from this par on this day

Table 6.43: PatientChargeDeptPAR.rpt


Patient Scan ReportReport File Name: PatientScanReport.rptDescription: Patient account id bar codes.This report prints a barcode of the patient account id for all patients within the requested department(s) and par(s) sorted by patient last name. It only includes outpatients and admitted inpatients. Selection Options:


Figure 6.69: PatientScanReport.rpt


Column Name DescriptionFacility Facility number and nameMRN Medical Record NumberLast Name Patient Last NameFirst Name Patient First NameRoom Patient’s room numberPID Patient account id or visit numberBarcode Barcode of the patient account id

Table 6.44: PatientScanReport.rpt


Transaction Report by Individual Patient and Date RangeReport File Name: PatientTransByDate.rptDescription: Items issued to an individual patient.This report lists all items charged to this patient within the requested date range. Selection Options:

• Patient Account ID• Date Range

Figure 6.70: PatientTransByDate.rpt


Column Name DescriptionFrom Date range selected for report.Patient Account Patient Account ID or visit numberPatient Name Patient last and first nameTransaction Date/Time Date and time item was issued to the patient Trans Type Indicates if the item was issued or creditedTrans Qty Absolute value of the quantity of the item that was issued or credited to the

patient.Item ID Item ID of the item issued to the patientChargeable Indicates if the item is chargeable or not. True = Chargeable; False = not

chargeableCharge No Charge number associated with this item Description Description of the item

Table 6.45: PatientTransByDate.rpt


Requisition Reports

Items On OrderReport File Name: ItemsOnOrder.rptDescription: Items on order at time of report.This report list items that were on order for the requested department(s) and par(s) at the time the report was created. Selection Options:


Figure 6.71: ItemsOnOrder.rpt


Column Name DescriptionDepartment Department requested for this reportPar Par requested for this reportItem # Item ID of the item on orderDescription Item DescriptionUOM Unit of Measure in which the item was orderedQuantity Quantity on orderTotal for Department Total of items on order for the department and par

Table 6.46: ItemsOnOrder.rpt


Items That Need to be OrderedReport File Name: ItemsToBeOrdered.rptDescription: Items that will be placed on order at time of next order.This report list items that will be ordered for the requested department(s) and par(s) if an order is placed immediately after the report was created. Any items scanned in the time frame between the creation of this report and creation of the order will be added to the items on this report for ordering. Selection Options:


Figure 6.72: ItemsToBeOrdered.rpt


Column Name DescriptionDepartment Department requested for this reportPar Par requested for this reportInventory Management Method

Indicates if the par is Track – where the max and min is used to calculate a quantity to order or Usage – where an item is ordered to replace every item scanned.

Item ID Item ID of the item to be orderedDescription Item DescriptionQuantity Quantity on orderOrder UOM Unit of Measure in which the item will be orderedStock Item True if an item is stock; False if an item is nonstockTotal Items for Depart-ment

Total of items to be ordered for the department and par

Table 6.47: ItemsToBeOrdered.rpt


Open Orders by VendorReport File Name: DailyOpenOrderReciepts.rptDescription: Orders that have been placed but not received.This report list all orders and the order detail that are still open for the requested department(s) and par(s). If the order is for a nonstock tracking par and some items have been received, the order will still show in this report with the open items and will reflect any quantities already received.Selection Options:


Figure 6.73: DailyOpenOrderReciepts.rpt


Column Name DescriptionDate Ordered Date order was placedVendor Vendor Number and Name if order was for nonstock itemsDepartment Department requested for this reportPar Par requested for this reportOrder Number Order number that appears directly below the bar codeReceiver Item Item ID of the item orderedManufacturer item Number

Vendor’s catalog or reorder number

Description Item DescriptionUM Unit of Measure in which the item was orderedQuantity Quantity on orderRCVD Quantity receivedDays Open Days the order has been open

Table 6.48: DailyOpenOrderReciepts.rpt


Open Orders with Total LinesReport File Name: OpenOrderRecieptsTotalLines.rptDescription: Total Lines of open orders.This report lists all orders that are still open without the order detail for the requested department(s) and par(s). If the order is for a non-stock par that tracks back orders and some items have been received, the open lines will differ from the total lines.Selection Options:


Figure 6.74: OpenOrderRecieptsTotalLines.rpt


Column Name DescriptionFacilityID The facility for which the order was placedOrderKey The order number created when the order was placed and appeared on

the receiptDepartment Department requested for this reportPar Par requested for this reportPar Location Par descriptionTotal Lines Number of lines (different items) on the orderOpen Line Number of lines on the order that have not been received. May not equal

total lines if par is tracking backorders and some items from the original order have been received.

Date and Time Ordered Date and time the order was placed by OptiFlex

Table 6.49: OpenOrderRecieptsTotalLines.rpt


Order SummaryReport File Name: OrderSummary.rptDescription: Total Orders within the date range for requested department and par.This report list all orders placed within the specified time for the requested department(s) and par(s).Selection Options:


Figure 6.75: OrderSummary.rpt


Column Name DescriptionFrom Date range selected for report.Dept/Par Department and par requested for this reportOptiFlex Order # The order number created when the order was placed and appeared on the receiptHost Order # If a host order number is received back into the OptiFlex system via an interface, the

order number that was received.Date Order Sent Date order was sent to the host systemRequestor Name of user placing order. ReqSys is the user for Reqmaster that handles ordering in

OptiFlex systemsReceived Indicates if the order has been received and the receipt closed. True = items received

and receipts closed False = items not received and receipts open

Table 6.50: OrderSummary.rpt


Receipts by PAR/DeptReport File Name: OrderReceipts.rptDescription: Total Orders within the date range for requested department and par.This report shows receipts that for all orders placed for the requested department(s) and par(s) and reflects the received quantities for closed receipts.Selection Options:


Figure 6.76: OrderReceipts.rpt


Column Name DescriptionDate Ordered Date order was placedOrder Number Order number that appears directly below the bar codeVendor Vendor Number and Name if order was for nonstock itemsDepartment Department requested for this reportPar Par requested for this reportWarehouse Location Physical location of the item in the warehouseDescription Item DescriptionReceiver Item Item ID of the item orderedDept Bin Location Physical location of the item in the par supply areaUM Unit of Measure in which the item was orderedQuantity Quantity on orderRCVD Quantity received

Table 6.51: OrderReceipts.rpt


Requisition ExceptionsReport File Name: UsageExceptions.rptDescription: Average supply usage over selected time period.This report shows usage and order data for the requested department(s) and par(s) during the requested date range.Selection Options:


Figure 6.77: UsageExceptions.rpt


Column Name DescriptionFrom Date range selected for report.Department Department requested for this report.Par Par requested for this report.Item ID Item ID of the item to be ordered.Description Item Description.Quantity Quantity on order.IUOM Unit of Measure in which the item is ordered.Order Max The maximum quantity ordered during the requested time period of the item.Monthly UsageAverage Average usage for this item over the months requested.+/-2 Sigma 95% confidence level of the usage; the usage is within +/- of the average.N Number of months during the requested date range with usage for this item.To Date Usage to date in the current month.Min Minimum used during the requested date range.Max Maximum used during the requested date range.PUOM Unit of Measure in which the item is purchased.Conversion Factor Purchase Unit of Measure Factor; the number of issue units in each purchase unit.Item Cost Issue Unit of Measure Cost for this item.Purchase $ Value Quantity multiplied by item costCumm Total Cost of Orders

Total quantity ordered during the time period multiplied by the issue unit of measure cost

Table 6.52: UsageExceptions.rpt


Requisition Information by Department by ParReport File Name: Requisitions.rptDescription: List of all items ordered for a department/par during a specified time period.This report shows all items ordered along with the quantity and date of each order for the requested department(s) and par(s) during the requested date range.Selection Options:


Figure 6.78: Requisitions.rpt


Column Name DescriptionFrom Date range selected for report.Department Department requested for this reportPar Par requested for this reportItem ID Item ID of the item orderedDescription Item DescriptionQuantity Quantity orderedIssue U Of M Unit of Measure in which the item is orderedDate/Time Date and time the order was placedTotal Items Total quantity of all items included on the report

Table 6.53: Requisitions.rpt


Requisitions That Could Not Be CompletedReport File Name: ReqExceptions.rptDescription: Items with a requisition exception.This report shows all items ordered for which the order/requisition could not be completed along with the reason why the order could not be completed for the requested department(s) and par(s) during the requested date range.Selection Options:


Figure 6.79: ReqExceptions.rpt


Column Name DescriptionFrom Date range selected for report.Department Department requested for this reportPar Par requested for this reportItem ID Item ID of the item orderedException Comment Reason why the order/requisition could not be completed for this item.Qty Quantity orderedDate/Time Date and time the order was placedTotal for Department Total quantity of all items for this department and par for which the order/requisition

could not be completed.Items Count Total distinct items for which the order/requisition could not be completed.

Table 6.54: ReqExceptions.rpt


Transaction Reports

Credited ItemsReport File Name: CreditItems.rptDescription: Selected by Date Range lists all items credited or returned to shelf.This report shows items that were credited to a patient account during the specified date range. Selection Options:

• Date Range

Figure 6.80: CreditItems.rpt


Column Name DescriptionFrom Date range selected for report.Dept/PAR Department and Par from which items in this report were creditedDepartment Department name from which items in this report were credited.Patient# Patient Account ID or visit numberPatientName Patient Name as it was received from the ADT interfaceItem Item ID of the item that was creditedCharge# Charge number associated with this itemDescription Item DescriptionQuantity Quantity of the item that was creditedScanDate/Time The date and time at which the item was credited

Table 6.55: CreditItems.rpt


Item Usage By VendorReport File Name: VendorlUsage.rptDescription: List of all items used with a specific lot or serial number.This report shows all items with the requested lot and/or serial number and provides the patient account id of the charged patient. The lot/serial criteria will search within the lot or serial field for the data so partial numbers may be entered. It is sorted by item id then by descending transaction date order.Selection Options:

• Vendor• Date Range

Figure 6.81: VendorlUsage.rpt


Column Name DescriptionFrom Date range selected for report.Item Item ID of the item from the vendor requested.Description Item DescriptionVendor Vendor for this item.Vendor Cat Vendor catalog or reorder numberSubAccount Account Category received from Material Information SystemPar Department and par for which usage is being reported.Usage Quantity used during the requested date range.Usage Cost Usage multiplied by purchase unit of measure cost.Receipts Quantity ordered and received during the requested date range.Receipt Cost Quantity received multiplied by purchase unit of measure cost.

Table 6.56: VendorlUsage.rpt


Lot/Serial Number Usage ReportReport File Name: LotSerialUsage.rptDescription: List of all items used with a specific lot or serial number.This report shows all items with the requested lot and/or serial number and provides the patient account id of the charged patient. The lot/serial criteria will search within the lot or serial field for the data so partial numbers may be entered. It is sorted by item id then by descending transaction date order.Selection Options:

• Lot and/or Serial number• Date Range

Figure 6.82: LotSerialUsage.rpt


Column Name DescriptionLot number containing The lot or serial number entered as a search criteria for the report request.From Date range selected for report.Item Item ID of the item containing the lot/serial number requested.Description Item DescriptionLot Number Lot number entered for this item and patient.Serial Number Serial number entered for this item and patientPatient Patient account id (visit number) with items requiring lot/serial number charged/cred-

ited to their account.Transaction Date Date item was charged/credited to patient.Usage Quantity usedTotal Usage Total Quantity of this item with this lot number used.

Table 6.57: LotSerialUsage.rpt


Patient Report of Lot/Serial #s by Date RangeReport File Name: LotSerialNbrByDate.rptDescription: Patients with items requiring lot/serial number.This report shows all patients that have items issued or credited to their account that required a lot or serial number. It is sorted by patient account id and items within each patient’s records are sorted by item id.Selection Options:

• Date Range

Figure 6.83: LotSerialNbrByDate.rpt


Column Name DescriptionFrom Date range selected for report.Patient Account Patient account id (visit number) with items requiring lot/serial number charged/cred-

ited to their account.Patient Name Patient name with items requiring lot/serial number charged/credited to their account.Trans Date/Time Date item was charged/credited to patient.Trans Type Type of transaction. Will be Issue or Credit.Trans Qty Quantity issued to the patient. For items with lot/serial number, will always = 1.Item ID Item Number of the item with a lot and serial number charged to this patient.Description Description of the item with a lot and serial number charged to this patient.Item Lot Nbr Lot number entered for this item and patient.Item Serial Nbr Serial number entered for this item and patient

Table 6.58: LotSerialNbrByDate.rpt


Skipped ChargesReport File Name: SkippedCharges.rptDescription: Charges that were not sent to the Patient Accounting System by Date Range.This report shows all issue or credit transactions that were not sent across the charge interface to the patient accounting system during the selected date range. It is sorted by item id.Selection Options:

• Date Range

Figure 6.84: SkippedCharges.rpt


Column Name DescriptionFrom Date range selected for report.Department Department from which items in this kit are built.PAR Par from which items in this kit are built.Charge# Charge number associated with this item.Item # Item number that was not sent across the charge interface.Patient # Patient Account ID or visit number.Description Description of the item not charged.Exception Comment Reason why the system did not send a charge across the charge interface.Issue Date Date the issue or credit was created.

Table 6.59: SkippedCharges.rpt


Transactions by Item #Report File Name: Transactions.rptDescription: Prints transactions for selected item by Date Range.This report shows all transactions for the selected item(s) during the selected date range. It is sorted by item id. Selection Options:

• Item ID• Date Range

Figure 6.85: Transactions.rpt


Column Name DescriptionFrom Date range selected for report.Item# Item ID of the data immediately below.Description Description of the data immediately below.Min Minimum par level set for this item.Max Maximum par level set for this item.Chargeable Shows if the item is chargeable or notTran Type Indicates the type of transaction event that is being reported for the item during the

selected date range. Order_User = Manually ordered item; includes when the quantity was changed at the View Order/Inventory screen.Order_Host = Orders sent via ReqMaster when the Order Inventory button is selected. Issue = Item was issued to a patient or to a floor charge.Credit = Item was credited to a patient or to a floor charge.Receive = Item was received to a par location after being ordered.Count = Item was counted in a par location using the count function.Inventory = Item was inventoried in a par location using the inventory function.Order_Del = Item was deleted from a receipt.

Table 6.60: Transactions.rpt


Location Department and par for which data is being reported on this line item. If the item(s) selected are in multiple pars or departments, the department and pars will appear in numerical order in the list under each item. A rule will appear to indicate a change in location

Tran Date Date of time of the transaction event that is being reported for the item during the selected date range

QTY Quantity of the transaction for this line item.User Name If users log in, the first and last name associated with the user id that initiated the

transaction of this line item.



Transactions by PAR Location with Patient InformationReport File Name: TransactionsPatient.rptDescription: Transactions for items in selected Department/Par by Date Range.This report shows all transactions for the selected par(s) and or department(s) during the selected date range and the patient to which an item was issued or credited, if applicable. It is sorted by item id. Selection Options:


Figure 6.86: TransactionsPatient.rpt


Column Name DescriptionFrom Date range selected for report.Item# Item ID of the data immediately below.Description Description of the data immediately below.Min Minimum par level set for this item.Max Maximum par level set for this item.Chargeable Shows if the item is chargeable or not

Table 6.61: TransactionsPatient.rpt


Tran Type Indicates the type of transaction event that is being reported for the item during the selected date range. Order_User = Manually ordered item; includes when the quantity was changed at the View Order/Inventory screen.Order_Host = Orders sent via ReqMaster when the Order Inventory button is selected. Issue = Item was issued to a patient or to a floor charge.Credit = Item was credited to a patient or to a floor charge.Receive = Item was received to a par location after being ordered.Count = Item was counted in a par location using the count function.Inventory = Item was inventoried in a par location using the inventory function.Order_Del = Item was deleted from a receipt.

Location Department and par for which data is being reported on this line item. If multiple pars or departments were selected, they will appear in numerical order in the list under each item. A rule will appear to indicate a change in location.


QTY Quantity of the transaction for this line item.Patient Last Name Last name of patient to which an item was issued or credited. Will be blank if the trans-

action was not an issue or credit.Patient Room Room number of patient to which an item was issued or credited. Will be blank if the

transaction was not an issue or credit.User Name If users log in, the first and last name associated with the user id that initiated the


Table 6.61: TransactionsPatient.rpt


Transactions by PAR LocationReport File Name: Transactions.rptDescription: Transactions for items in selected Department/Par by Date Range.This report shows all transactions for the selected par(s) and or department(s) during the selected date range. It is sorted by item id. Selection Options:


Figure 6.87: Transactions.rpt


Column Name DescriptionFrom Date range selected for report.Item# Item ID of the data immediately below.Description Description of the data immediately below.Min Minimum par level set for this item.Max Maximum par level set for this item.Chargeable Shows if the item is chargeable or notTran Type Indicates the type of transaction event that is being reported for the item during the

selected date range. Order_User = Manually ordered item; includes when the quantity was changed at the View Order/Inventory screen.Order_Host = Orders sent via ReqMaster when the Order Inventory button is selected. Issue = Item was issued to a patient or to a floor charge.Credit = Item was credited to a patient or to a floor charge.Receive = Item was received to a par location after being ordered.Count = Item was counted in a par location using the count function.Inventory = Item was inventoried in a par location using the inventory function.Order_Del = Item was deleted from a receipt.



Location Department and par for which data is being reported on this line item. If multiple pars or departments were selected, they will appear in numerical order in the list under each item. A rule will appear to indicate a change in location.


QTY Quantity of the transaction for this line item.User Name If users log in, the first and last name associated with the user id that initiated the




User Log InformationReport File Name: UserLoginInfo.rptDescription: Last login during selected date range by user.This report shows the last time a user logged in to a OptiFlex system during the requested date range. The data is reported based on facility id. If a user is set to facility id 00000 to access multiple facilities within the same database, their data will only show if the report is run for facility id 00000.Selection Options:

• Date Range

Figure 6.88: UserLoginInfo.rpt


Column Name DescriptionUserID User ID used to log in to a OptiFlex system.Last Name User’s last name.First Name User’s first name.User Type User Type; Admin = administrative users with full access.User Status Current status of user. May include inactive users if the user id was active and used

during the date range selected for the report.Last Transaction Date & Time for Log Type

Date and Time of last log in to a OptiFlex system.

Table 6.63: UserLoginInfo.rpt


OR/Cath Lab Reports

Cost of Supplies by Doctor Patient and DayReport File Name: DoctorPatientDay.rptDescription: Charges by doctor and patient sorted by date range.This report shows items that were charged to a patient and tied to a specific doctor during the specified date range. Is applicable only for areas using the doctor selection screen. Selection Options:

• Doctor• Date Range

Figure 6.89: DoctorPatientDay.rpt


Column Name DescriptionFrom Date range selected for report.Doctor ID Doctor number and doctor namePatient ID Patient Account ID or visit number and patient nameDate Date on which item(s) were issued to the patient by this doctorItem # Item ID of the item that was issued or creditedAcct Cat Account Category or group to which the item belongedDescription Item DescriptionQuantity Quantity of the item that was creditedCost Hospital’s cost of the item. (This is not the amount the patient is charge.)

Table 6.64: DoctorPatientDay.rpt


Implant/Special Items ReportReport File Name: ORSpecialItems.rptDescription: Prints implant/consignment items by patient for date range.This report lists all data entered during an OR Case for any special items or consignment items.Selection Options:

• Patient Account • Date Range

Figure 6.90: ORSpecialItems.rpt


Column Name DescriptionPatient Name Patient name with implant/special items data on their OR case.Patient ID Patient account id (visit number) with implant/special items data on their OR case.Patient MRN Patient medical record number.Date Date OR case was completed.Procedure Procedure associated with the OR CasePhysician Physician who completed the procedureCase Number Number associated with the procedure and OR CaseMfg Item # Manufacturer’s item number entered in the implant/special items data on their OR

case.Description Description of the item entered in the implant/special items data on their OR case.Cost Cost entered in the implant/special items data on their OR case.Quantity Quantity of the item used in their OR case.Unit of Measure Unit of Measure of the item entered in the implant/special items data on their OR case.Lot Number Lot number of the item entered in the implant/special items data on their OR case.Serial Number Serial number of the item entered in the implant/special items data on their OR case.

Table 6.65: ORSpecialItems.rpt


OR Items Charged but not on Pref CardReport File Name: ORCaseItemsNotOnPrefCard.rptDescription: Items Scanned during OR Case not originally on pref card.This report shows all cases for the requested physician, procedure group and date range, giving all items that were added to the case that were not originally on the preference card. It does not include items originally on the preference card where the quantity was increased over the quantity on the preference card. Note: The date used in selecting records for this report is the OR Case Date.Selection Options:

• Physician • Procedure• Date Range

Figure 6.91: ORCaseItemsNotOnPrefCard.rpt


Column Name DescriptionFrom Date range selected for report.OR Case ID Case ID for this section of the reportDoctor Physician name for this section of the report.Procedure Procedure name for this section of the report.Patient Patient to which the case was attachedItemID Inventory detail key of the item which was scanned. Includes department, par and item

number.Description Item descriptionTransaction Date Date and time that the item was issued to the caseCharge No Charge number associated with the itemCharge Flag Indicates if the charge flas is set to charge the patient in this department and parQuantity Quantity of item scanned

Table 6.66: ORCaseItemsNotOnPrefCard.rpt


OR Supply Cost by DoctorReport File Name: ORCostByDoc.rptDescription: OR Case Cost averaged by doctor.This report shows all cases from the requested procedure group and date range, giving the total cost of each individual case by procedure and averaging the cost by procedure, then by physician.Note: The date used in selecting records for this report is the OR Case Date.Selection Options:

• Procedure• Physician• Date Range

Figure 6.92: ORCostByDoc.rpt


Column Name DescriptionFrom Date range selected for report.Doctor Physician name for this section of the report.Procedure Procedure name for this section of the report.Case Individual case number.Doctor Physician name for this individual line.Cost Total cost of the individual case.Average Procedure Cost

Average cost of the listed cases for this physician and procedure.

Doctor Physician name for the total information immediately below.Total of All Procedures Total number of procedures reported for this physician within the requested proce-

dure(s), physician(s) and date range.Average Cost All Pro-cedures

Average cost of all procedures for this physician in the requested procedure(s), physi-cian(s) and date range.

Table 6.67: ORCostByDoc.rpt


OR Supply Cost By ProcedureReport File Name: ORCostByProc.rptDescription: OR Case Cost averaged by procedure.This report shows all cases from the requested procedure group and date range, giving the total cost of each individual case by procedure and averaging the cost by physician, then by procedure.Note: The date used in selecting records for this report is the OR Case Date.Selection Options:

• Procedure• Physician• Date Range

Figure 6.93: ORCostByProc.rpt


Column Name DescriptionFrom Date range selected for report.Procedure Procedure name for this section of the report.Case Individual case number.Doctor Physician name for this individual line.Cost Total cost of the individual case.Average Cost Doctor Average cost of the listed cases for this procedure and physician.Procedure Procedure name for the total information immediately below.Total of All Procedures Total number of procedures reported for requested procedure within the requested

procedure(s), physician(s) and date range.Average Cost All Pro-cedures

Average cost of all procedures in the requested procedure(s), physician(s) and date range.

Table 6.68: ORCostByProc.rpt


Procedure Time By DoctorReport File Name: ORTimeByDoc.rptDescription: OR time averaged by doctor.This report shows all cases from the requested procedure(s), physician(s) and date range for the requested timer type, giving the total elapsed time for each individual case by procedure and averaging the time by physician, then by procedure. The timer type requested is indicated in the report header. Note: The date used in selecting records for this report is the OR Case Date.Selection Options:

• Procedure• Physician• Timer Type• Date Range

Figure 6.94: ORTimeByDoc.rpt


Column Name DescriptionFrom Date range selected for report.Doctor Physician name for this section of the report.Procedure Date Date OR case was performed for this individual line.Procedure Procedure name for this individual line.Total Time (min) Total time in minutes of the individual case.Total Procedures Total number of procedures for this doctor with this timer.Average Procedure Time

Average time in minutes of the requested timer for this procedure and physician.

Doctor Physician name for the total information immediately below.Total of All Procedures Total number of procedures reported for requested timer within the requested proce-

dure(s), physician(s) and date range.Average Time All Pro-cedures

Average time in minutes of all cases in the requested procedure(s), physician(s) and date range.

Table 6.69: ORTimeByDoc.rpt


Procedure Time By ProcedureReport File Name: ORTimeByProc.rptDescription: OR time averaged by procedure.This report shows all cases from the requested procedure(s), physician(s) and date range for the requested timer type, giving the total elapsed time for each individual case by procedure and averaging the time by procedure, then by physician. The timer type requested is indicated in the report header. Note: The date used in selecting records for this report is the OR Case Date.Selection Options:

• Procedure• Physician• Timer Type• Date Range

Figure 6.95: ORTimeByProc.rpt


Column Name DescriptionFrom Date range selected for report.Procedure Procedure name for this section of the report.Procedure Date Date OR case was performed for this individual line.Doctor Physician name for this individual line.Total Time (min) Total time in minutes of the individual case.Total Procedures Total number of procedures for this doctor with this timer.Average Procedure Time

Average time in minutes of the requested timer for this procedure and physician.

Procedure Procedure name for the total information immediately below.Total of All Doctors Total number of doctors reported for the requested timer within the requested proce-

dure(s), physician(s) and date range.Average Time All Doc-tors

Average time in minutes of all cases in the requested procedure(s), physician(s) and date range for the requested timer.

Table 6.70: ORTimeByProc.rpt

OptiFlex • List of Figures 1

7. LOF2.1: OptiFlex launcher and login ........................................................... 2.12.2: ICM main dialog............................................................................. 2.12.3: ScanReq Login (optional) .............................................................. 2.22.4: ScanReq main dialog..................................................................... 2.32.5: ScanReq MM main dialog.............................................................. 2.33.1: Dialog System and Program Settings............................................ 3.13.2: User login screen with broadcast message ................................... 3.23.3: Dialog Facility Settings. ................................................................. 3.33.4: Dialog Department / PAR Setup .................................................... 3.43.5: Dialog Enter Department Information ............................................ 3.43.6: Dialog Enter PAR Information........................................................ 3.53.7: Dialog Add or Edit User Information .............................................. 3.63.8: Dialog Change Password .............................................................. 3.63.9: Dialog Edit User Information.......................................................... 3.73.10: Dialog Set User Permissions ....................................................... 3.83.11: Dialog Print User Labels .............................................................. 3.93.12: PAR rooms ................................................................................ 3.103.13: Dialog Select Patient to Add ...................................................... 3.113.14: Dialog Select Transaction Type................................................. 3.113.15: Dialog Select Transaction Type................................................. 3.114.1: Master DB Available Items ............................................................ 4.14.2: Dialog Add Item Master ................................................................. 4.24.3: Dialog Item Master......................................................................... 4.24.4: Dialog Cross Reference for Item xxxxxx........................................ 4.34.5: Dialog Generate Cross Reference................................................. 4.44.6: Dialog Add Charge Procedure....................................................... 4.54.7: Added charge procedure ............................................................... 4.54.8: Add TotalTouch category fields ..................................................... 4.64.9: Included category inventory items ................................................. 4.74.10: New items in a category .............................................................. 4.74.11: Selected kit .................................................................................. 4.84.12: Add Options ................................................................................. 4.84.13: Dialog for a new kit ...................................................................... 4.94.14: Adding items to PAR.................................................................. 4.104.15: print labels ................................................................................. 4.124.16: Dialog Find the item for Omni Bin Assignment .......................... 4.135.1: Checkbox Man Order..................................................................... 5.15.2: Checkbox Manual Order................................................................ 5.15.3: Set value of To Order .................................................................... 5.15.4: PocketPro dialog message “Message complete” .......................... 5.25.5: Dialog “Communications Progress” ............................................... 5.35.6: Message “Process Complete” ....................................................... 5.35.7: ScanReq dialog Order Items ......................................................... 5.45.8: ICM settings for USAGE ................................................................ 5.55.9: Using SQL Server to initialize values............................................. 5.65.10: Issue 5 items................................................................................ 5.65.11: Inventory detail for 5 issued items ............................................... 5.65.12: Dialog Inventory Requisition ........................................................ 5.75.13: Prv Ordr in inventory detail .......................................................... 5.75.14: Closed receipt in ICM .................................................................. 5.85.15: No receipt in scanreq................................................................... 5.85.16: ICM settings for USAGE/RECEIPT ............................................. 5.95.17: Using SQL Server to initialize values......................................... 5.105.18: Issue 5 items.............................................................................. 5.105.19: Inventory detail for 5 issued items ............................................. 5.105.20: Dialog Inventory Requisition ...................................................... 5.11

2 OptiFlex • List of Figures

5.21: Receipt number ......................................................................... 5.115.22: Prv Ordr in inventory detail ........................................................ 5.115.23: Open receipt in ICM................................................................... 5.125.24: Receipt in ScanReq................................................................... 5.135.25: Receive 3 items ......................................................................... 5.135.26: Saved quantity........................................................................... 5.135.27: ICM settings for USAGE/RECEIPT ........................................... 5.145.28: Using SQL Server to initialize values ........................................ 5.155.29: Issue 5 items ............................................................................. 5.155.30: Inventory detail for 5 issued items ............................................. 5.155.31: Dialog Inventory Requisition...................................................... 5.165.32: Receipt number ......................................................................... 5.165.33: Prv Order in inventory detail ...................................................... 5.165.34: Open receipt in ICM................................................................... 5.175.35: Receipt in ScanReq................................................................... 5.185.36: Receive 3 items. ........................................................................ 5.185.37: Saved quantity........................................................................... 5.185.38: To Order = quantity not received............................................... 5.195.39: ICM settings for MIN/RECEIPT ................................................. 5.205.40: Using SQL Server to initialize values ........................................ 5.215.41: Issue 5 items ............................................................................. 5.215.42: Inventory detail for 5 issued items ............................................. 5.215.43: Dialog Inventory Requisition...................................................... 5.225.44: Receipt number ......................................................................... 5.225.45: OnOrder in inventory detail........................................................ 5.225.46: Open receipt in ICM................................................................... 5.235.47: Receipt in ScanReq................................................................... 5.245.48: Receive 2 items ......................................................................... 5.245.49: Saved quantity........................................................................... 5.245.50: On Hand = received quantity; On Order = 0.............................. 5.255.51: ICM settings for MIN/RECEIPT/BACKORDER ......................... 5.265.52: Using SQL Server to initialize values ........................................ 5.275.53: Issue 5 items ............................................................................. 5.275.54: Inventory detail for 5 issued items ............................................. 5.275.55: Dialog Inventory Requisition...................................................... 5.285.56: Receipt number ......................................................................... 5.285.57: OnOrder in inventory detail........................................................ 5.285.58: Open receipt in ICM................................................................... 5.295.59: Receipt in ScanReq................................................................... 5.305.60: Receive 2 items ......................................................................... 5.305.61: Saved quantity........................................................................... 5.305.62: On Hand = received quantity; On Order = non-received quantity ..... 5.315.63: Min and Max .............................................................................. 5.325.64: Inventory (“Physical Count”) ...................................................... 5.335.65: Count (“Count with Replenishment”) ......................................... 5.335.66: INVENTORY DETAIL / USAGE ................................................ 5.345.67: tbl_InventoryDetail field CriticalReport ...................................... 5.355.68: Crit Lvl ....................................................................................... 5.355.69: Critical Reports warning dialog.................................................. 5.365.70: Inventory Management dialog quantities................................... 5.375.71: List of reports............................................................................. 5.375.72: Report........................................................................................ 5.375.73: ScanReq inventory .................................................................... 5.385.74: Select locations for requisition................................................... 5.425.75: Processing of orders.................................................................. 5.42

OptiFlex • List of Figures 3

5.76: Charge / requisition information................................................. 5.435.77: Select receipts to view or print ................................................... 5.435.78: Select locations and printing receipts ........................................ 5.435.79: Multiple selection of items to order ............................................ 5.445.80: Order Inventory.......................................................................... 5.445.81: Select receipts to view or print ................................................... 5.465.82: Report in the report viewer ........................................................ 5.465.83: Scanning receipt barcode .......................................................... 5.475.84: Inventory detail after receipt scanned........................................ 5.475.85: Item on receipt barcode scan. ................................................... 5.485.86: Drop-down receipt list ................................................................ 5.485.87: Close a receipt........................................................................... 5.495.88: Accept receipt ............................................................................ 5.495.89: Cancel receipt changes ............................................................. 5.505.90: Edit a receipt item ...................................................................... 5.505.91: Accept partial item quantity........................................................ 5.515.92: Delete receipt item..................................................................... 5.526.1: Dialog Reports Selection ............................................................... 6.16.2: Dialog Select Department/PAR ..................................................... 6.26.3: Dialog Date Range ........................................................................ 6.26.4: Dialog Select Patient ..................................................................... 6.26.5: Dialog for specifying items............................................................. 6.36.6: Dialog Select Vendor for the Report .............................................. 6.36.7: Dialog Select Doctors for the Report ............................................. 6.36.8: Dialog Select Doctors for the Report ............................................. 6.46.9: Dialog Export Options.................................................................... 6.46.10: Dialog Character-Separated Values ............................................ 6.56.11: Dialog Number and Date Format................................................. 6.56.12: Dialog Number and Date Format................................................. 6.56.13: Dialog Format Options................................................................. 6.66.14: Dialog Lines Per Page ................................................................. 6.76.15: Dialog Export to Text ................................................................... 6.76.16: Dialog Export Options.................................................................. 6.86.17: Dialog Export to Text ................................................................... 6.86.18: Dialog Number and Date Format................................................. 6.96.19: Dialog Export to Text ................................................................... 6.96.20: Dialog Export to Directory.......................................................... 6.106.21: Report in Report Viewer ............................................................ 6.116.22: Preview ...................................................................................... 6.116.23: Drill down ................................................................................... 6.126.24: Field properties .......................................................................... 6.126.25: Freeze pane............................................................................... 6.136.26: DiscbyParDateCostPatChg.rpt .................................................. 6.146.27: ScanREQDisc.rpt....................................................................... 6.156.28: ScanREQDiscPatChrg.rpt ......................................................... 6.176.29: DiscbyParDate.rpt...................................................................... 6.186.30: DiscbyParDateCost.rpt .............................................................. 6.196.31: DiscbyParDateCostPastChg.rpt ................................................ 6.206.32: IssueReceivingDisc.rpt .............................................................. 6.216.33: InventoryAllDownTime.rpt.......................................................... 6.236.34: InventoryChargeableDownTime.rpt ........................................... 6.246.35: InventoryBarCodeAll.rpt............................................................. 6.256.36: InventoryChargeableCritical.rpt ................................................. 6.266.37: InventoryDeptPatChrg.rpt .......................................................... 6.276.38: InventoryManualOrder.rpt.......................................................... 6.286.39: Inventory.rpt............................................................................... 6.29

4 OptiFlex • List of Figures

6.40: InventoryChargeable.rpt ............................................................ 6.306.41: InventoryNonChargeable.rpt ..................................................... 6.316.42: InventoryByDeptPar.rpt ............................................................. 6.326.43: InventoryByDeptParConsignment.rpt ........................................ 6.336.44: InventoryByDeptParOwned.rpt.................................................. 6.346.45: InventoryByDeptParDetail.rpt .................................................... 6.356.46: InventoryCostConsignment.rpt .................................................. 6.366.47: InventoryCost.rpt ....................................................................... 6.376.48: InventoryCostOwned.rpt............................................................ 6.386.49: InventoryCountTransactions.rpt ................................................ 6.396.50: UsageSummary.rpt.................................................................... 6.406.51: DoctorUsageSummary.rpt ......................................................... 6.416.52: InventoryZeroCost.rpt................................................................ 6.426.53: InventoryChargeInfo.rpt............................................................. 6.436.54: ItemInfo.rpt ................................................................................ 6.446.55: ItemInquiryDeptPAR.rpt............................................................. 6.456.56: ItemMastInquiry.rpt.................................................................... 6.466.57: BlankCrossRef.rpt ..................................................................... 6.476.58: PhysicalInventory.rpt ................................................................. 6.486.59: InventoryShelfLabelsAvery8160.rpt........................................... 6.496.60: InventoryShelfLabelsOM86101.rpt ............................................ 6.506.61: Kits.rpt ....................................................................................... 6.516.62: Kitbarcode.rpt ............................................................................ 6.526.63: PatChargeAuditOut.rpt .............................................................. 6.536.64: PatientChargeAudit.rpt .............................................................. 6.546.65: PatientIssuesAll.rpt.................................................................... 6.566.66: PatientIssuesNotPosted.rpt ....................................................... 6.586.67: PatientIssuesPosted.rpt............................................................. 6.606.68: PatientChargeDeptPAR.rpt ....................................................... 6.616.69: PatientScanReport.rpt ............................................................... 6.626.70: PatientTransByDate.rpt ............................................................. 6.636.71: ItemsOnOrder.rpt....................................................................... 6.646.72: ItemsToBeOrdered.rpt............................................................... 6.656.73: DailyOpenOrderReciepts.rpt ..................................................... 6.666.74: OpenOrderRecieptsTotalLines.rpt............................................. 6.676.75: OrderSummary.rpt..................................................................... 6.686.76: OrderReceipts.rpt ...................................................................... 6.696.77: UsageExceptions.rpt ................................................................. 6.706.78: Requisitions.rpt.......................................................................... 6.716.79: ReqExceptions.rpt ..................................................................... 6.726.80: CreditItems.rpt ........................................................................... 6.736.81: VendorlUsage.rpt....................................................................... 6.746.82: LotSerialUsage.rpt..................................................................... 6.756.83: LotSerialNbrByDate.rpt.............................................................. 6.766.84: SkippedCharges.rpt................................................................... 6.776.85: Transactions.rpt......................................................................... 6.786.86: TransactionsPatient.rpt.............................................................. 6.806.87: Transactions.rpt......................................................................... 6.826.88: UserLoginInfo.rpt ....................................................................... 6.846.89: DoctorPatientDay.rpt ................................................................. 6.856.90: ORSpecialItems.rpt ................................................................... 6.866.91: ORCaseItemsNotOnPrefCard.rpt .............................................. 6.876.92: ORCostByDoc.rpt ...................................................................... 6.886.93: ORCostByProc.rpt ..................................................................... 6.896.94: ORTimeByDoc.rpt ..................................................................... 6.906.95: ORTimeByProc.rpt .................................................................... 6.91

OptiFlex • INDEX 1

1. INDEXCount (ScanMat) 5.32, 5.40Count (Videx) 5.32, 5.40

Inventory (ScanMat) 5.32, 5.40Inventory (Videx) 5.32, 5.40

2 OptiFlex • INDEX

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