MAR Inventory Report
MAR Inventory Report
MAR Report
This guide covers the steps on how the MAR Inventory Report can be used to generate MAR Inventory information, whether by, 'By Med' or 'By Patient'. The Mar Inventory Report shows each medication dispensed for a patient along with the number dispensed, the number taken as documented in the MAR, and the number of remaining doses. If the report is called from within the patient's MAR then the report will list the medications for that patient. This report can only be printed not exported.
To generate a MAR Inventory Report, the Group Rule can be requested from a Security Administrator to be enabled by ICANotes Support. The name is 'MAR Inventory Report by Patient'.
There are two methods in which a MAR Inventory Report can be generated for user-specific information:
- The first method is based on the overall amount of Medications Administered, Dispensed and Given as documented in the MAR for the Facility.
- The second method is patient specific, the report can be generated while actively viewing a patient's MAR to display an overall amount of Medications Administered, Dispensed and Given as documented.
Method 1:
a) To generate an overall MAR Report, click the ‘Reports’ button in the menu bar at the top and select ‘MAR Inventory Report’
The ‘By Med’ report gives an overall list of all Administered Medications for all active patients who have an active MAR.
The ‘By Patient’ report gives an overall list of all Administered Medications for each active patient who have an active MAR.
‘By Med’:
c) If ‘By Med’ is selected it automatically generates the list of all Medications on the MAR, within the date range.
Firstly, the ‘Start Date’ and ‘End Date’ ranges (see yellow box below) are set by default on the date the report is generated.
For example, the report was generated on 3/7/2022, therefore, that is the date range the system will set. You can change the date to display a Medication entry that was done in the past by clicking on the date field and selecting the required date from the calendar.
Secondly, the report displays the a full list with the Medication’s Name, Dosage, Dispensed amount, Amount administered per medication and Total Medications Administered.
Each time you change/enter the information in the fields, such as ‘Medicine’, 'Dose' (see blue box above) and the Date range, please ensure to click ‘Refresh’ (see green box above) to update the list in the Report.
Once you are finished reviewing the report, you can either click 'Print' to Save as a PDF or print a hard-copy, OR you can click 'Back' (see green box above) to be re-directed to your previous screen.
‘By Patient’:
d) If ‘By Patient’ is selected, you can enter the desired date range (see yellow box below). This screen also gives a list of important criteria (see image below - text in blue) that must be met in order for the Report to accurately generate, it also has the option to filter by Location (see purple box below), IF you have more than one Facility/Site in your group.
Once your ‘Start Date’ and ‘End Date’ are precise and you’ve decided to enter a Location or not, click ‘Refresh’ and the list should generate for each patient (see image below). This list identifies the 'Patient’s Name / Medication' (name, dosage and timing), Amount 'Dispensed', Amount 'Taken' and Amount 'Remaining', it can also display a “stopped date”, if this was entered in the MAR.
Once you are finished reviewing the report you can click 'Print' to either Save as a PDF or print a hard-copy, OR you can click 'Back' to be re-directed to the previous screen.
Method 2:
a) To generate a patient specific MAR Report, click ‘Review MAR’ at the bottom of the 'Chart Face'.
c) As previously shown above in Method 1, the selections remain the same 'By Med' or 'By Patient'.
However, the difference in the report will be seen once a choice is selected.
'By Med':
This report shows the patient's Medication list, that consists of the Medication’s Name, Dosage, Dispensed amount, Amount administered per medication and Total Medications Administered within the chosen date range. There is an option to Filter by Medicine and Dose, if that is done, click 'Refresh', and the list will update.
'By Patient':
This report shows the Administered Medication for the patient ONLY. This list identifies the 'Patient’s Name / Medication' (name, dosage and timing), Amount 'Dispensed', Amount 'Taken' and Amount 'Remaining'.
Same steps as previously directed, if the date range is changed, please ensure to click 'Refresh' to update the list.
'By Med':
If you have chosen to change the date range in 'By Med' please ensure you enter a valid 'Start Date' and 'End Date' where the 'Start Date' is not later than the 'End Date' and a date is entered in BOTH fields, if not you will get a prompt (see image below). Click 'Ok' to return to the report, fix the issue and click 'Refresh' to generate an accurate report.
'By Patient':
If you have chosen to change the date range in 'By Patient' please ensure you enter both 'Start Date' and 'End Date', if not you will get a prompt (see image below) to ensure date entry. Click 'Ok' to return to the report, fix the issue and click 'Refresh' to generate an accurate report
Related Articles
Portal Reminder Status Report
Using the Portal Reminder Status Report This guide explains how to use the Portal Reminder Status Report in ICANotes. - Patient reminders are part of the premium patient portal (text reminders have an additional cost). - For more information about ...Appointment Report In The Patient Portal Administrator Site
Has your patient ever tried to communicate with you through the text message reminder sent to them? If your answer is yes, we have created a new Appointment Report which can be seen with those responses. This new Appointment Report can be seen in the ...Using the MAR Schedule
Using the MAR Schedule The MAR schedule is available through the Chart Room: From the Chart Room Classic > click on the button: And from the Chart Room New Layout > click on the button: There are five areas to the MAR Schedule: The red boxed in area ...Using the MAR Month View
Using the MAR Month View If your account is enabled for it, you may be taken to the Month View whenever you initially review the MAR for a patient. The Month View can be filtered to show medications by their active status relative to the month/date ...How Do I Put A Service Charge In Collections? How Do I Run The Collections Report?
Index Sections How To Put A Service Charge In Collections How To Run The Collections Report Tips & Tricks This knowledge base article will demonstrate the workflow for putting a service charge into collections and how to run a Collections Report. How ...