Guide to AcuDose-Rx Reports on Demand
Improve Compliance, System Utilization, and
Reports Inventory Management
The AcuDose-Rx® family of
Connect-Rx Version 6.8 automated medication cabinets
offers the most robust reporting
capabilities available. Data is
consolidated from all AcuDose-Rx
cabinets and other McKesson
automation devices on the
integrated Connect-Rx® system
platform.
There are three levels of reporting to
satisfy virtually any need,
including standard reports, dashboard/
custom reports using the
Automation Decision Support™
solution, and open access to the
database for custom-developed reports.
These reporting capabilities provide
hospital leaders with the knowledge
needed to improve compliance
reporting, enhance inventory
management, and maximize system
utilization.
Standard Reports
Using the intuitive and highly
popular Crystal Reports format, the
more than 70 standard AcuDose-Rx
reports outlined in this guide help
monitor, track, analyze, and hold
staff accountable in the
performance of a hospital’s
medication use system. Authorized
users can access, view, and print
reports through any AcuDose-Rx
main cabinet, or through any
Connect-Rx system workstation. For
a more detailed description of all
standard AcuDose-Rx reports, please
consult the AcuDose-Rx Reports
Manual.
Automation Decision Support
The Automation Decision Support
solution compiles data from
AcuDose-Rx cabinets—plus other
McKesson Automation Solutions
systems—to focus management
attention on the most critical data.
Customizable views—such as tables,
graphs, and three-dimensional pie
charts—enable managers to get a
comprehensive overview. The
Automation Decision Support
Solution allows users to quickly
identify performance trends and
make faster, better-informed
strategic decisions.
Open Database Access
Users can develop their own custom
reports by extracting data from the
database. This avoids the need to
request and pay for custom reports.
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Compliance Reporting
Reports to help you comply with HIPAA, Joint Commission, and other regulatory standards.
Controlled Substance Dispense
Analyze dispenses, returns, and waste for narcotics over
a requested period of time with the Controlled Substance
Dispense Report.
Key Data: Facility, unit, station, medication, DEA class, patient
name and ID, begin quantity, end quantity, order number,
physician ID, user, event date/time, order dose, witness, order
comment, instructions, and waste.
Discrepancy Reporting
There are three core inventory discrepancy reports:
Discrepancy by Station, Discrepancy Pocket Activity, and Open
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
dispensed two doses instead of one; or, an error was made
during restocking—these reports can help reveal where,
when, and how the mistake occurred, and enable appropriate
documentation to correct it.
Key Data: Facility, unit, station, user name, DEA class,
medication, patient, discrepancy, date/time, witness name,
pocket location, beginning, transaction and end quantities;
discrepancy amount, and resolution.
Expiration Audit
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
auditing process.
Key Data: Facility, unit, station, medication pocket location,
medication description, and expiration date and time for that
pocket.
Patient Dispense Profile
The Patient Dispense Profile report provides 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, and can be grouped by dispenses
(including substitute doses), returns, and wastes.
Key Data: Facility, unit, patient, medication description, alias
drug ID, user name, dispenses, returns, wastes, and date/time.
Hospital Wide Summary
This report benefits users by showing the total doses of a
medication. For example, if a medication is on recall or if there
is a shortage of medication, this report quickly can pinpoint
potential problem areas. The Hospital Wide Summary Report
also verifies that all medications have brand names assigned
to them, and that aliases (billing codes) or NDC numbers are
correctly assigned to each medication.
Key Data: Facility, unit with events, station, medication,
medication class, alternate ID, preferred alias (the mnemonic
or charge code assigned to the patient), preferred bar code
(NDC number assigned), and preferred wholesaler (assigned
drug distributor-ROBOT-Rx sites only).
Medication Alerts
While most medications have a large margin of safety, a small
number of drugs have a high risk of causing great injury when
misused. These are called “high alert medications” to warn
users of the dire consequences when these drugs are used
in error. For this reason, alerts can be linked to individual
medications or medication groups and displayed on the
AcuDose-Rx cabinet dispense screens. Use this report to view
medication alerts and the medications they are assigned to,
including severity level.
Key Data: Generic medication name, alert, and
AcuDose-Rx severity level.
Additional reports to improve Compliance Reporting
include:
• Cabinet Anomaly Surveillance
• Checking Exception
• Formulary List
• Emergency Dispense
• Manually Admitted Patient Profile
• Medication Expired/Recalled by NarcStation
• Medications Requiring Count
• Medication Details
• Non-Formulary List
• Ordering Physician Tracking
• Unreconciled Orders
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Narcotic Surveillance
This report reveals standard deviations from normal narcotic
activities. Quickly scanning this report at the beginning and
end of each shift will enable you to spot check any abnormal
narcotics activity. A more in-depth study will reveal potential
user access issues. Set parameters for specific DEA classes,
report date range, and minimum number of transactions.
The Narcotics Surveillance Report tracks doses per day and
transactions per day.
Key Data: Medication name, medication description, number
of transactions, user who created the event, and total number
of events.
Medication Classes
Many different custom medication classes can be created
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.
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
Whether tracking usage of a medication, the usage of a
cabinet to compare load factors, or the activity of a user to
reveal dispensing, returning or wasting of medications—either
narcotic or non-narcotic­­—there is a report to provide the
required detail. Use this report also to track additions and
modifications of Temp Users and their privileges, including
FastEntry™ biometric enrollments. There are four different
station reports: Station Events by Medication; Station Events
by Patient; Station Events by Station; and Station Events by
User. Each of these reports enables a review of all cabinet
activity associated with a medication, patient, station, and
user.
Key Data: Facility, unit, station, medication, DEA class,
alternate ID, location, begin quantity, end quantity, date, time,
patient, and physician.
(Continued on page 4)
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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.
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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
Get a total view of each cabinet with these four detailed
reports:
• Medications assigned to a specific AcuDose-Rx cabinet with
medication detail options.
• Overridden medications assigned to a specific AcuDose-Rx
cabinet with medication details.
• After-hours overridden medications assigned to a specific
AcuDose-Rx cabinet with medication details.
• Remote stock medications assigned to a specific AcuDose-
Rx cabinet with medication details.
Performance Detail Reports
The Pharmacy Operations Overview and the Performance
Detail are two different reports. Use them to review and
compare pharmacy accuracy rates for filling and checking
orders. Plus, they are useful in comparing totals for orders
filled, checked, verified, and the associated accuracy rates for
a specified time period.
Key Data: Workstation totals for orders filled, checked and
verified; user ID; totals for orders filled, checked and verified;
accuracy rates; total time to pick, check, and verify; and the
average time to pick, check and verify.

Invalid Bed List AcuDose-Rx User List

Troubleshoot invalid bed assignments, for which the bed or
facility assignments do not match an entry in the bed table.
This report can be helpful during startup or when new nursing
units or delivery units are added.
Key Data: Facility, patient, patient ID, bed ID.
(Connect-Rx allows patients to be admitted or transferred into
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,
some hospitals may have “holding” or “phantom” beds
for which they would never order medications but need a
temporary location for the admitted patient, and the patient is
later transferred to a valid bed.)
FastEntry biometrics introduces new opportunities to verify
and monitor user activities. Optional report fields include:
individual user privileges, user groups, user units, user group
units, and an Appendix to list all available group units and
group privileges.
Key Data: Facility, user, user initials, expiration date, and
fingerprint enrollment data.
Additional reports to maximize System Utilization include:
• Changed Checking Configuration
• Check Option Configuration Settings
• Connect-Rx User List
• Labels (for AcuDose-Rx cabinet pockets)
• Medications Without an Alias
• Patient Census
• Valid Bed List
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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

Last Pocket Access Station Inventory

View when the last time a pocket was accessed, regardless of
whether a medication was assigned.
Key Data: Facility, unit, station, medication name, location,
pocket type, and late date/time of access.
Ordered Medications Not Stocked
Troubleshoot patient orders versus cabinet stock to ensure
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.
Use these checklists to inventory each cabinet and pocket
location. Highlights medication that have an average daily use
less than or equal to 2.
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
a user signature and date when the inventory is done, and
witness (if required).

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

Make Better-Informed Decisions Faster with Automation Decision Support

Controlled Drug Dispenses

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Automation Decision Support™ is a business intelligence With Automation Decision Support you can:
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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
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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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