AcuDose-Rx Reports on DemandImprove Compliance, System Utilization, and Inventory Management

The AcuDose-Rx® family ofautomated medication cabinetsoffers the most robust reportingcapabilities available. Data isconsolidated from all AcuDose-Rxcabinets and other McKessonautomation devices on theintegrated Connect-Rx® systemplatform.

There are three levels of reporting to satisfy virtually any need,including standard reports, dashboard/custom reports using theAutomation Decision Support™ solution, and open access to thedatabase 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 highlypopular Crystal Reports format, themore than 70 standard AcuDose-Rxreports outlined in this guide helpmonitor, track, analyze, and holdstaff accountable in theperformance of a hospital’s

medication use system. Authorizedusers can access, view, and printreports through any AcuDose-Rxmain cabinet, or through anyConnect-Rx system workstation. Fora more detailed description of allstandard AcuDose-Rx reports, pleaseconsult the AcuDose-Rx ReportsManual.

Automation Decision Support

The Automation Decision Supportsolution compiles data fromAcuDose-Rx cabinets—plus otherMcKesson Automation Solutionssystems—to focus managementattention on the most critical data.Customizable views—such as tables,graphs, and three-dimensional piecharts—enable managers to get acomprehensive overview. TheAutomation Decision SupportSolution allows users to quicklyidentify performance trends andmake faster, better-informedstrategic 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.

Guide toReportsConnect-Rx Version 6.8

Controlled Substance DispenseAnalyze 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 ReportingThere 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 AuditThis 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 ProfileThe 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.

Compliance ReportingReports to help you comply with HIPAA, Joint Commission, and other regulatory standards.

Hospital Wide SummaryThis 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 AlertsWhile 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.

2

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

Narcotic SurveillanceThis 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 ClassesMany different custom medication classes can be createdto help achieve organizational medication safety goals.For example, respiratory medications now can bedispensed from cabinets using the Patient Order Profilefeature. Through security features, respiratory therapistsare restricted from accessing any medications exceptthose for respiratory use. The Medication Classes Reportenables uses to view custom medication classes, includingthe drug categories and doses assigned to the class. Or,view users and user groups who can access themedications in that class.

Key Data: Medication class, medication category, DEA class, assigned users, and groups.

Override DispenseWhen 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 ProfileThe 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 EventsWhether 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.

3

(Continued on page 4)

4

Irregular Activity By StationThis 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 MedicationsThis 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.

Compliance Reporting(Continued from page 3)

5

Activity by CabinetExamine a summary of events performed at a station. Key Data: Facility, unit, station, transaction type, dose count, and transaction count.

AcuDose-Rx Temporary User DetailsGet 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.

Cabinet InformationGet 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.

Invalid Bed ListTroubleshoot 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.)

Pharmacy Operations Overview and Performance Detail ReportsThe 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.

AcuDose-Rx User ListFastEntry 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.

System UtilizationReports to help you get the most out of your system assets—both people and technology.

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

6

Billing ReportsThere 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 RestockingPharmacy 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 pocketin 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 VerificationThe 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.

Inventory ManagementReports to help you improve charge capture and medication inventory management.

7

Last Pocket AccessView 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 StockedTroubleshoot 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.

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 ActivitiesReceive 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 WastesIdentify 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).

Station InventoryUse 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).

Scanned Medication StatisticsThis 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 scans versus required scans. Key Data: Facility, user, DEA class, patient, event date/time, and scan details.

Additional reports to optimize Inventory Management include:

• Cabinet Fill Exception• 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)

McKesson Automation Solutions500 Cranberry Woods DriveCranberry Township, PA 16066www.mckesson.com(724) 741.8000

Copyright © 2008 McKesson Corporation and/or one of its subsidiaries. McKesson Corporation product and service names listed herein which bear the ® and ™ symbols are registered with the U.S. Patent and Trademark Office. All other product and service names are protected by non-registered trademarks or service marks, respectively.

AUTO148_12/08

Make Better-Informed Decisions Faster with Automation Decision Support

Automation Decision Support™ is a business intelligence solution that drives clinical, financial, and organizational performance of your McKesson automation medication management and supply management solutions.

Automation Decision Support consolidates data from multiple automation systems to focus attention on the most critical data. Graphical views—such as tables, graphs, and 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:

• Data alerts, bringing critical information to your attention immediately via e-mail or visual cues.

• Scorecards, helping you quickly identify your most important business information.

• Statistical process controls, allowing you to easily identify a measure outside of acceptable control limits.

• Pre-built reports, ensuring rapid usability and convenience right out of the box.

With Automation Decision Support you can:

• Optimize the performance of your McKesson automated systems.

• Increase productivity through informed decision making.• Identify and rapidly respond to performance trends.• Improve monitoring of operational performance in

alignment with strategic goals.

Controlled Drug Dispenses

Oxycontin Alert

8