This report provides a comprehensive view of all prescriptions prescribed within the system. It supports filtering by prescribing users, providers, or specific drugs, making it easy to generate reports that focus on prescriptions entered by a particular user or for a specific medication. Use this report to monitor prescribing activity, review trends, and support medication management across the practice.
Competitor Reports
- Prescription History Report (Eaglesoft)
- Prescriptions Report (Open Dental)
Use Cases
- Audit Daily or Weekly Prescription Activity with the Prescription Report.
- Identify prescriptions entered by specific team members to monitor prescribing behavior or support audits of clinical actions.
Let's get started!
Navigate to the System Menu > select Operational Reports under Insights.
Click the + icon on the left or the Generate Report button on the right for the chosen report.
Explore below to learn more about the desired views, filter criteria, and results.
The Prescriptions Report provides a detailed view of all prescriptions prescribed in the system, with filters to analyze activity by user, provider, or drug. The report features a simple, single-view format with three mandatory fields: date range, location, and the columns to display, offering both flexibility and ease of use.
Let us explore the filters:
| No | Filters | Description |
|---|---|---|
| 1 | Date (Max 1 year)* |
Choose to focus the report on prescriptions created within the selected date range. *By default, 'Today' is selected. |
| 2 | Location* |
Choose to focus the report on selected locations. * By default, the user’s current location is selected. |
| 3 | Provider | Choose to focus the report on selected providers. |
| 4 | User | Choose to focus the report on selected users. |
| 5 | Drug | Choose to focus the report on selected drugs. |
| 6 | Columns* | Choose the columns that you would like to see in the report. |
Generation/Download Criteria
- Due to data volume, reports with more than 10 Locations or a date range exceeding 6 Months will not generate on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Summary View
Now, let us take a look at the resulting Prescriptions report.
- Date: The date the prescription was added.
- User: The user who added the prescription.
- Provider: Provider against which this prescription is tagged.
- Source: Type of prescription
- Patient Name: Name of the patient against whom the prescription is added.
- Patient ID: The system-assigned number used to identify the patient and their records.
- Default Location: The default location is tagged against the patient.
- Title: The title of the added prescription.
- Pharmacy: Pharmacy tagged against this prescription.
- Drug Name: The name of the prescribed medication.
- Dosage Form: The form in which the medication is prescribed.
- Quantity: The total amount of prescribed medication.
- Days: The number of days for which the medication is prescribed.
- Refills: The number of times the prescription can be refilled without requiring a new order from the provider.
- Sig: The provider’s instructions on how the patient should take or use the medication.
- Notes: Any additional notes or comments related to the prescription, added by the provider or staff.
- Start Date: The date on which the patient is expected to begin using the prescribed medication.
- End Date: The date on which the prescribed course of medication is expected to be completed.
To enable permissions for the Prescriptions Report, follow these steps.
- Navigate to the System Menu > Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Select the Generate Prescriptions Report option under Operational Reports to enable the permission.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this simple guide to generate a prescription report efficiently.
Click here to explore the complete list of permissions and their descriptions.