Generating a Professional Services Billings Report

To generate a professional services billings report:

1. Select More > Reports.

2. In the Select a Report window, highlight Drug Movement.

   

3. Select Next.

4. Select a Start Date and End Date to define the date range.

   

5. Enter additional criteria as needed.

   If you want to generate a report of professional services billed to the provincial plan, enter its name in the Third Party field. To generate a report of services provided by a specific pharmacist, enter their name in the Doctor field.

6. Select Preview.

   

7. Select Save As.

8. In the Save As window, select a location to save the report.

9. In the File name field, enter a name for the report.

10. From the Save as type dropdown, select CSV with headers.

    

11. Select Save.

12. Open the report in Excel or another spreadsheet application.

13. Filter the report by the trade names or DINs of the requested professional services.

    

14. Copy the data in the filtered spreadsheet onto a new spreadsheet.

    

15. Optional: On the new spreadsheet, highlight any unnecessary columns and delete them.

16. Delete the original spreadsheet with the extra data.

17. Save the new spreadsheet.

18. Print the spreadsheet if needed.