This document provides summaries of reports available through the AcuDose-Rx automated medication cabinet system. There are over 70 standard reports to monitor compliance, system utilization, and inventory management. The reports provide data on medication dispensing, discrepancies, expirations, and more. Custom reports can also be generated through the Automation Decision Support solution or by accessing the database directly. The extensive reporting capabilities help improve processes around compliance, utilization of resources, and inventory control.

1. Guide to AcuDose-Rx Reports on Demand
Improve Compliance, System Utilization, and
Reports Inventory Management
The AcuDose-Rx® family of medication use system. Authorized
Connect-Rx Version 6.8 automated medication cabinets users can access, view, and print
offers the most robust reporting reports through any AcuDose-Rx
capabilities available. Data is main cabinet, or through any
consolidated from all AcuDose-Rx Connect-Rx system workstation. For
cabinets and other McKesson a more detailed description of all
automation devices on the standard AcuDose-Rx reports, please
integrated Connect-Rx® system consult the AcuDose-Rx Reports
platform. Manual.
There are three levels of reporting to Automation Decision Support
satisfy virtually any need,
The Automation Decision Support
including standard reports, dashboard/
solution compiles data from
custom reports using the
AcuDose-Rx cabinets—plus other
Automation Decision Support™
McKesson Automation Solutions
solution, and open access to the
systems—to focus management
database for custom-developed reports.
attention on the most critical data.
These reporting capabilities provide
Customizable views—such as tables,
hospital leaders with the knowledge
graphs, and three-dimensional pie
needed to improve compliance
charts—enable managers to get a
reporting, enhance inventory
comprehensive overview. The
management, and maximize system
Automation Decision Support
utilization.
Solution allows users to quickly
identify performance trends and
Standard Reports
make faster, better-informed
strategic decisions.
Using the intuitive and highly
popular Crystal Reports format, the
Open Database Access
more than 70 standard AcuDose-Rx
reports outlined in this guide help Users can develop their own custom
monitor, track, analyze, and hold reports by extracting data from the
staff accountable in the database. This avoids the need to
performance of a hospital’s request and pay for custom reports.

2. 2
Compliance Reporting
Reports to help you comply with HIPAA, Joint Commission, and other regulatory standards.
Controlled Substance Dispense Hospital Wide Summary
Analyze dispenses, returns, and waste for narcotics over This report benefits users by showing the total doses of a
a requested period of time with the Controlled Substance medication. For example, if a medication is on recall or if there
Dispense Report. is a shortage of medication, this report quickly can pinpoint
potential problem areas. The Hospital Wide Summary Report
Key Data: Facility, unit, station, medication, DEA class, patient also verifies that all medications have brand names assigned
name and ID, begin quantity, end quantity, order number, to them, and that aliases (billing codes) or NDC numbers are
physician ID, user, event date/time, order dose, witness, order correctly assigned to each medication.
comment, instructions, and waste.
Key Data: Facility, unit with events, station, medication,
medication class, alternate ID, preferred alias (the mnemonic
Discrepancy Reporting or charge code assigned to the patient), preferred bar code
There are three core inventory discrepancy reports: (NDC number assigned), and preferred wholesaler (assigned
Discrepancy by Station, Discrepancy Pocket Activity, and Open drug distributor-ROBOT-Rx sites only).
Discrepancy. Each of these reports compares AcuDose-Rx
cabinet and pocket activity against system-expected inventory.
Should a discrepancy occur—for example, a user mistakenly Medication Alerts
dispensed two doses instead of one; or, an error was made While most medications have a large margin of safety, a small
during restocking—these reports can help reveal where, number of drugs have a high risk of causing great injury when
when, and how the mistake occurred, and enable appropriate misused. These are called “high alert medications” to warn
documentation to correct it. users of the dire consequences when these drugs are used
in error. For this reason, alerts can be linked to individual
Key Data: Facility, unit, station, user name, DEA class, medications or medication groups and displayed on the
medication, patient, discrepancy, date/time, witness name, AcuDose-Rx cabinet dispense screens. Use this report to view
pocket location, beginning, transaction and end quantities; medication alerts and the medications they are assigned to,
discrepancy amount, and resolution. including severity level.
Key Data: Generic medication name, alert, and
Expiration Audit AcuDose-Rx severity level.
This report tracks medications in a cabinet that are expired or
soon-to-be-expired. Expiration date entry during restocking
assists in keeping medications current. As the caregiver selects
a medication for dispensing, the software will alert the user if
the medication is out of date. The Expiration Audit Report also
assists technicians as part of the normal medication expiration Additional reports to improve Compliance Reporting
auditing process. include:
Key Data: Facility, unit, station, medication pocket location, • Cabinet Anomaly Surveillance
medication description, and expiration date and time for that • Checking Exception
pocket. • Formulary List
• Emergency Dispense
• Manually Admitted Patient Profile
Patient Dispense Profile • Medication Expired/Recalled by NarcStation
The Patient Dispense Profile report provides additional • Medications Requiring Count
documentation to compare with, or attach to, the MAR. The • Medication Details
report displays dispense information for patients in a unit • Non-Formulary List
during a given time period, and can be grouped by dispenses • Ordering Physician Tracking
(including substitute doses), returns, and wastes. • Unreconciled Orders
Key Data: Facility, unit, patient, medication description, alias
drug ID, user name, dispenses, returns, wastes, and date/time.

3. 3
Override Dispense
When a cabinet is set to profile dispense, medications
are pulled based on the orders entered into the system. If a
medication needs to be dispensed based on a new order, or
before the order has been entered into the pharmacy system,
the user must use the override function. These overrides can
be documented and audited as appropriate to organizational
policies and procedure. The Override Dispense Report displays
overrides that occurred on a cabinet, and provides a list of
each user who used the override function when dispensing
medications.
Key Data: Medication, user name, patient, transaction date,
and quantity of medication indicated, user, and override
dispenses sorted by station.
Patient Dispense Profile
The Patient Dispense Profile report is important when it is
necessary to have additional documentation to compare
with, or attach to, the MAR. The report displays dispense
information for patients in a unit during a given time period.
Key Data: Facility, unit, patient, medication description, alias
drug ID, user name, dispenses, returns, wastes, and date/time.
Station Events
Narcotic Surveillance Whether tracking usage of a medication, the usage of a
This report reveals standard deviations from normal narcotic cabinet to compare load factors, or the activity of a user to
activities. Quickly scanning this report at the beginning and reveal dispensing, returning or wasting of medications—either
end of each shift will enable you to spot check any abnormal narcotic or non-narcotic—there is a report to provide the
narcotics activity. A more in-depth study will reveal potential required detail. Use this report also to track additions and
user access issues. Set parameters for specific DEA classes, modifications of Temp Users and their privileges, including
report date range, and minimum number of transactions. FastEntry™ biometric enrollments. There are four different
The Narcotics Surveillance Report tracks doses per day and station reports: Station Events by Medication; Station Events
transactions per day. by Patient; Station Events by Station; and Station Events by
User. Each of these reports enables a review of all cabinet
Key Data: Medication name, medication description, number activity associated with a medication, patient, station, and
of transactions, user who created the event, and total number user.
of events.
Key Data: Facility, unit, station, medication, DEA class,
alternate ID, location, begin quantity, end quantity, date, time,
Medication Classes patient, and physician.
Many different custom medication classes can be created (Continued on page 4)
to help achieve organizational medication safety goals.
For example, respiratory medications now can be
dispensed from cabinets using the Patient Order Profile
feature. Through security features, respiratory therapists
are restricted from accessing any medications except
those for respiratory use. The Medication Classes Report
enables uses to view custom medication classes, including
the drug categories and doses assigned to the class. Or,
view users and user groups who can access the
medications in that class.
Key Data: Medication class, medication category, DEA class,
assigned users, and groups.

4. 4
Compliance Reporting
(Continued from page 3)
Irregular Activity By Station
This report is invaluable in early detection of drug diversions
and of potential staff training issues. The report detects all
irregular user activity on a cabinet; for instance, unauthorized
opens, incorrect pocket access, communication failures,
password failures, and excessive “cancel event” episodes.
Critical user, location, and date and time stamps help track
the unusual activity.
Key Data: Facility, station, event, time and medication and
pocket location.
AcuDose-Rx Dispensed Over/Under
Doses Medications
This report provides support for substitute dosing, and
has sections for “Missing Dose Conversions,” “Over Dose
Transactions,” and “Under Dose Transactions.”
Key Data: Facility, user, medication, DEA class, event date/
time, location, patient, ordered dose, dispensed dose, returned
dose, wasted amount, and, where applicable, the amount that
needs to be wasted.

5. 5
System Utilization
Reports to help you get the most out of your system assets—both people and technology.
Activity by Cabinet
Examine a summary of events performed at a station.
Key Data: Facility, unit, station, transaction type, dose count,
and transaction count.
AcuDose-Rx Temporary User Details
Get a list of temporary users, both active and inactive, so you
can track them. Temporary users are defined as users that
have a currently configured expiration date.
Key Data: Facility, temporary users, total inactive temporary
users; and users that added or edited temporary user
identifying data; users who granted or removed temporary
user unit access; and users who added or removed security
privileges.
Pharmacy Operations Overview and
Cabinet Information Performance Detail Reports
Get a total view of each cabinet with these four detailed The Pharmacy Operations Overview and the Performance
reports: Detail are two different reports. Use them to review and
compare pharmacy accuracy rates for filling and checking
• Medications assigned to a specific AcuDose-Rx cabinet with orders. Plus, they are useful in comparing totals for orders
medication detail options. filled, checked, verified, and the associated accuracy rates for
• Overridden medications assigned to a specific AcuDose-Rx a specified time period.
cabinet with medication details.
• After-hours overridden medications assigned to a specific Key Data: Workstation totals for orders filled, checked and
AcuDose-Rx cabinet with medication details. verified; user ID; totals for orders filled, checked and verified;
• Remote stock medications assigned to a specific AcuDose- accuracy rates; total time to pick, check, and verify; and the
Rx cabinet with medication details. average time to pick, check and verify.
Invalid Bed List AcuDose-Rx User List
Troubleshoot invalid bed assignments, for which the bed or FastEntry biometrics introduces new opportunities to verify
facility assignments do not match an entry in the bed table. and monitor user activities. Optional report fields include:
This report can be helpful during startup or when new nursing individual user privileges, user groups, user units, user group
units or delivery units are added. units, and an Appendix to list all available group units and
group privileges.
Key Data: Facility, patient, patient ID, bed ID.
Key Data: Facility, user, user initials, expiration date, and
(Connect-Rx allows patients to be admitted or transferred into fingerprint enrollment data.
an invalid bed location because that information is coming
over the interface, and the hospital information system
considers the admission or transfer to be valid. For example, Additional reports to maximize System Utilization include:
some hospitals may have “holding” or “phantom” beds
for which they would never order medications but need a • Changed Checking Configuration
temporary location for the admitted patient, and the patient is • Check Option Configuration Settings
later transferred to a valid bed.) • Connect-Rx User List
• Labels (for AcuDose-Rx cabinet pockets)
• Medications Without an Alias
• Patient Census
• Valid Bed List

6. 6
Inventory Management
Reports to help you improve charge capture and medication inventory management.
Billing Reports
There are three billing reports: Debits, Returns & Credits, and
Returns Only. Show the patient identification number to view
the medications used and returned on specified dates. View
credits for medications returned and credited to a patient’s
account. Returned drugs are credited to the patient’s account
in the hospital information system via an interface transaction.
(Connect-Rx software collects returned medication information
through the Return option in the Patients/Orders tab.)
Key Data: Facility, location, patient ID, patient name, order
number, medication description, quantity dispensed, quantity
returned/credited, quantity credited, and quantity net/total.
Closed Loop Restocking
Pharmacy can track the status of doses allocated for restock
into specific AcuDose-Rx cabinets. The system allows for
medication doses intended for restock but not placed into
cabinet pockets to be identified and returned to pharmacy. A
medication dose broken or unusable can be defined as wasted
in the system. These practices ensure that all medications
are accounted for across all intended destinations. Use
the Closed Loop Restocking Report to reveal unaccounted
for medications, and to view the documented discrepancy
reasons.
Key Data: Medication, station, number requested, number
filled, filled by, number restocked, restocked by, number
returned, and waste. Optimization by Station
View system recommendations to change par/max levels and
the number of pockets assigned to a medication in order to
maintain correct inventory levels based on actual usage.
Key Data: Facility, station, medication description, location,
pocket type, inventory, restock trigger, DEA code, maximum
quantity, par, average use, and a recommendation for
modifications to bring the pocket
in line with the default parameters: three times the average
daily use for pocket maximum, and a minimum of one over
the average daily use for par.
Inventory Verification
The Inventory Verification Report confirms that inventory was
conducted and by what user on a particular cabinet. This
report also lists discrepancies associated with the inventory
count, and whether discrepancies are resolved.
Key Data: Facility, station, user, medication, DEA class,
location, begin quantity, end quantity, and event date/time.

7. 7
Last Pocket Access Station Inventory
View when the last time a pocket was accessed, regardless of Use these checklists to inventory each cabinet and pocket
whether a medication was assigned. location. Highlights medication that have an average daily use
less than or equal to 2.
Key Data: Facility, unit, station, medication name, location,
pocket type, and late date/time of access. Key Data: Facility, station, location, pocket type, medication
description, DEA class, par, maximum, expected quantity,
alternate ID, a space to enter actual quantity, a line to put
Ordered Medications Not Stocked a user signature and date when the inventory is done, and
Troubleshoot patient orders versus cabinet stock to ensure witness (if required).
that AcuDose-Rx is being used as efficiently as possible.
Medications appear on this list when medications not stocked
in the specific AcuDose-Rx cabinet are added to patient
profiles.
Key Data: Facility, unit, station, patient order description,
patient name, patient ID, room and bed, order number,
frequency, start date, and end date.
Return Bin Activities
Receive a verification list of medication and their expected
quantities verified to have been returned to the Return Bin
since it was last emptied. Also verify that all medications
that have been credited to patients are available for restock.
Displays the expected contents of the return bin as well as the
date and time that the bin was last emptied, and verified by
(user who witnessed).
Key Data: Facility, station, date/time bin was emptied, verified
by.
Returns and Wastes
Identify returns and wastes associated with an AcuDose-Rx
cabinet.
Key Data: Facility, unit, station, medication name, DEA class,
location, beginning quantity, end quantity, date and time,
total (returned or wasted), user, patient, patient ID, physician,
waste methods, waste reason, and witness (if required). Scanned Medication Statistics
This reports aids supervisors in implementing and tracking the
use of the new “Scan on Restock” and “Scan on Dispense’
capabilities in AcuDose-Rx. Compare summaries of actual
Additional reports to optimize Inventory scans versus required scans.
Management include:
Key Data: Facility, user, DEA class, patient, event date/time,
• Cabinet Fill Exception and scan details.
• Loading and Unloading
• Orders by Unit
• Out-of-Stock Pockets
• Refill Activities
• Refill Delivery
• Refill Pick
• Start-up Station Restocking (Dynamic)
• Unassigned Pockets (by Station)

8. 8
Make Better-Informed Decisions Faster with Automation Decision Support
Controlled Drug Dispenses
Oxycontin Alert
Automation Decision Support™ is a business intelligence With Automation Decision Support you can:
solution that drives clinical, financial, and organizational
performance of your McKesson automation medication • Optimize the performance of your McKesson automated
management and supply management solutions. systems.
• Increase productivity through informed decision making.
Automation Decision Support consolidates data from • Identify and rapidly respond to performance trends.
multiple automation systems to focus attention on the most • Improve monitoring of operational performance in
critical data. Graphical views—such as tables, graphs, and alignment with strategic goals.
three-dimensional pie charts—enable managers to get a
comprehensive overview of system performance. Click on a
field, and drill down to more detailed information, such as
granular views of individual AcuDose-Rx cabinet transaction
data. This allows users to quickly identify performance trends
and make faster, better-informed strategic decisions.
Powered by McKesson’s Horizon Business Insight (HBI),
Automation Decision Support delivers the most advanced
features available, including: McKesson Automation Solutions
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• Data alerts, bringing critical information to your attention
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• Scorecards, helping you quickly identify your most www.mckesson.com
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• Statistical process controls, allowing you to easily identify a Copyright © 2008 McKesson Corporation and/or one of its subsidiaries. McKesson
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registered with the U.S. Patent and Trademark Office. All other product and service names
• Pre-built reports, ensuring rapid usability and convenience are protected by non-registered trademarks or service marks, respectively.
right out of the box. AUTO148_12/08