RX100 Willow Inpatient Fundamentals - Chapter 11: Reporting Flashcards
reporting dashboard
for an overview of how your pharmacy is doing, find your Dashboards, one of the startup tabs under the Epic button
from the Dashboard activity, click the name in the upper left corner to open additional
Dashboards
search on “pharmacy” to find dashboards created specifically for Willow users
advanced preparation report
orders that are signed and held for a patient to check in to their appointment
how to navigate to the reporting dashboard activity?
for an overview of how your pharmacy is doing, find your Dashboards, one of the startup tabs under the Epic button
how to change which reporting dashboard you are viewing?
from the Dashboard activity, click the name in the upper left corner to open additional
Dashboards
search on “pharmacy” to find dashboards created specifically for Willow users
how to find and run a report from your dashboard?
how to use an advanced prep report to identify and verify held orders for upcoming dispenses?
there are situations where you need to prepare doses of medications for patients who aren’t admitted or arrived yet
these orders have been Signed and Held, but not released
this is common for situations like scheduled surgeries and infusion clinic appointments
an unreleased order doesn’t appear in the patient’s chart, nor does it get sent to pharmacy for verification or dispensing
Signed and Held orders are released after the patient arrives, often causing a rush in the pharmacy to prepare these medications each morning
to avoid this, pharmacists can use an advanced preparation report to find, verify, and print labels for the orders so they can be prepared in before the patient arrives and the orders are released
how to modify the criteria for a report?
you can run, modify and view report results directly from the Pharmacist Dashboard
use Edit to change what the report searches for and the format of the results
the criteria tab displays the search options available for your report, for example the date and time range in which to search
how to run a one-time, edited version of a report
click Run and Don’t Save
how to save a private report?
make your changes, click Save As, then run it again anytime!
only admins can save public reports so end users will also create a “private” report
who builds dashboards and public reports?
system administrators
why do you need an advanced prep report?
to verify/dispense held medication orders
there are situations where you need to prepare doses of medications for patients who aren’t admitted or arrived yet
these orders have been Signed and Held, but not released
this is common for situations like scheduled surgeries and infusion clinic appointments
an unreleased order doesn’t appear in the patient’s chart, nor does it get sent to pharmacy for verification or dispensing
Signed and Held orders are released after the patient arrives, often causing a rush in the pharmacy to prepare these medications each morning
to avoid this, pharmacists can use an advanced preparation report to find, verify, and print labels for the orders so they can be prepared in before the patient arrives and the orders are released
when would you run an edited report vs. save changes as a private report?
if you need to run the report only once, use an edited report and do not save
if you want to repeatedly run a modified report, save the changes as a modified report to save time later!
