Owe Balance Report
The Owe Balance report provides a list of prescriptions with outstanding Owe Amounts. Owe Amounts can be generated using Rx action Owe Label, or through dispensing a drug monitored in Inventory. This report is useful when reconciling Owe Amounts. It should be run every day before reconciling Purchase Orders to determine which drugs have prescriptions with outstanding balances. Schedule the report in PharmaClik Rx to print daily, allowing staff to clear outstanding balances and review it after reconciling Purchase Orders. If not maintained, the report will become large and hard to manage. When outstanding balances are cleared daily, you can identify inventory issues (e.g., a drug that appears on the report, but is in stock.) This report will help you identify the following:
- Is the reconciliation of outstanding balances being correctly done in PharmaClik Rx?
- Are they being cleared when the product arrives?
- Have the reorder points been adjusted for drugs with repeat balances owing?
No report period is required since the report lists all prescriptions that currently have Owe Amounts.
Extended Report Criteria
The extended report criteria option Hide Patient Name removes the Patient column from the report.
Use the Extended criteria tab to select the drug name to print on the report.
Sort Options
There are four sort options:
- DIN: Groups the report by DIN; all owings for the drug are sorted by Rx# in ascending order (oldest to newest).
- Days Old: Groups the report by the number of days old, from oldest to most recent; all owings for the day are sorted by Rx# in ascending order (oldest to newest).
- Item #: Groups the report by Item #; all owings for the drug are sorted by Rx# in ascending order (oldest to newest).
- Patient: Groups the report by patient; all owings for the patient are sorted by Rx# in ascending order (oldest to newest, with all narcotics grouped together and all regular grouped together).
Sample Report
Click on an area in the sample report to see a description of the field.
