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Monthly re-order reports

In this article, we explain what the monthly re-order reports provide and how to view them.

Written by Emma Ianson

Keeping track of medication orders is key for smooth care. The monthly re-order report gives a full view of quantities ordered for the next medication cycle after the batch re-order process is done. This helps make sure all meds are ready when needed.

View the report

To view the report, follow these steps:

  1. Click Reports.

  2. Choose Monthly Re-Order Report from the list.


Set your filters

To view accurate information, use the filters to narrow down your results. See the points below for more information.

  • Trolley(s): Multi-select.

  • Include order notes: For example, current Warfarin status or usage.

  • Include: Active or All Residents.

  • Resident(s): Multi-select.

  • Show Schedule Times: Yes/No – Select Yes to include active schedule times for each order. For example 'ONE to be taken DAILY', Schedule DAILY AT 8AM.


What you’ll see in the report

Once the report loads, you’ll see:

  • Name, Address, Room No.

  • Date of Birth.

  • Allergies.

  • Doctor.

  • Diagnoses.

  • Current Orders – Including requested amounts for:

    • Routine Medicines.

    • PRN.


Export Options

You can export the report as PDF, Word, Excel, and more by clicking the floppy disk icon.

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