F7 Report Generator / Rx by Customer

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The Rx by Customer report is one of the more versatile report generates in QuickSCRIP. Despite it's name, it can also generate reports by doctors, drugs, insurance companies, time of day, and many other criteria.

To access the report generator, you can choose Option 23 in the Rx Processing Menu, but you can more commonly reach it by hitting the F7 key in any of the major menus.

Setting up your Report

Select any line number to change the corresponding data.

Patients/Rxs to print

Lines 1 & 2 set the patients or prescription numbers you wish to include in your report. The default inputs of "A" and "ZZZZZZZZZZZZZZZ" tell the program to include all patients, but this can be narrowed down to an alphabetical group of patients, or you can narrow the report to a specific patient by putting their full name on both lines 1 and 2.

Additionally, you can set the report to search by scrip number. This can be ideal for audit reports that only specify a range of scrip numbers, or this can be useful for pharmacies that have separate scrip number ranges for different groups of drugs. Simply enter your starting and ending scrip numbers on lines 1 and 2.

Other Filters

  • Rx Types allows you to specify what kind of prescriptions to include on the report. Options include
    • Cash (0)
    • Charge (1)
    • Medicaid (2)
    • Third Party (3)

You can choose more than one type (example, choosing 2 and 3 will restrict the report to just medicaid and insurance claims).

  • Rx's to print further filters claims by their current status:
    • Filled (F)
    • On-File (O)
    • Dispensed and On-File (A)
    • Due to be filled (D)
    • Last Dispensing (L)
    • First Dispensing (M)
    • New Rxs Only (N)
    • Refilled Rxs Only (R)
    • Date Written of Each Rx (W)
  • Beginning Date and Ending Date allows you to narrow the report to a specific date range. Date can be entered in mmddyy or mm/dd/yy format.
  • Auto Profile Codes to include or exclude allows you to limit the report to patients that have an attached Auto Profile code. Ideal for pharmacies that sort patients for nursing homes by these codes.

Output Parameters

  • Code line allows you to filter your report by very specific parameters. When you go to this line, QuickSCRIP will display all known switches. Here you an specify drugs, lot numbers, insurance companies, drug schedules, claims over or under a specified profit value, and much more. Switches can be stacked.
  • Format line sets the way the report will appear, and the way the report will be sorted. Much like line 9, we will display any available formats to select from, and this line will show the name of the print mask. The default format is alphabetically by patient. Note selecting a format will reset the code and rx type lines. Select your format first, then populate those lines.
  • Sort and Summarize Codes are automatically set when you select a format.
  • Columns to use some reports will allow you to set columns of data. You can set them to include Cost values of drugs, profit values on claims, insurance pay, and copay values as well. A list will appear when you select this line that will give you available choices.
  • Number of Copies you can set the report to print multiple copies here. The default value is 1.

Printing the Report

Once you have set the parameters for your report, you can select P to print from the bottom of the screen. QuickSCRIP will then search though the specified data, and then print the report to your designated report printer. For very large date and scrip ranges, this can take a few minutes.

Alternatively, you can save the report to a text file, which can be useful for saving paper, or for importing special reports into a spreadsheet program. On line 15 you can set the name of the file you wish the report to be generated as. Names should contain no spaces and end with .txt (example JulyOxyReport.txt). When you choose P to print, QuickSCRIP will generate the report as a file instead of printing it to your printer. Report files are typically saved in C:\CCS\0529 on the QuickSCRIP Server.

You can also enter a full path on this line, such as C:\My Documents\Inventory\Fall_Report.txt and the report will be printed to that location and under that name.

Saving your Report Format

If you have created a custom report that you like, or plan to use again in the future, you can save the format with the S key. You will be prompted to give your format a name. Once you have named it, you can select it from the pick list on Line 10. Please note that this feature saves the report parameters (date range, switches, columns) , not the actual data generated when you print the report.