Instructions

Photos

1. Ensure all items have been invoiced from Interclinic Transfer List

2. Ensure all items have been received from past week of deliveries.

   1. For LMAH, Check Inventory Folder in Jessica’s office.

3. Pull Inventory Status Report (ISR)

   1. Open Reports Module in Impromed
   2. Inventory Reports
   3. Inventory Status Report
      1. Click Print
      2. Keep all settings as selected
      3. Click Preview
      4. Click Export
      5. Save as CSV file
         1. Name it: lmah isr [date]

4. Import ISR into Pharmacy Order Form

   <aside> 💡

   If remoting into LMAH to retrieve ISR Report, you must copy the file from the remote computer’s file explorer and paste it in your computer’s file explorer.

   On iPad, use Splashtop file transfer button to transfer file to iPad file explorer. Do not use “Recents” folder. Call Erica if confused. She will be too. We can be confused together =)

   </aside>

   1. Open ISR that was just saved.
      1. Open file explorer and look for quick access and recent files.
   2. When it pops up, select “Convert” to remove leading zeros.
   3. Delete Column A and Rows 1-3 by right clicking on the column or row header and selecting delete.
   4. Highlight Columns A through D and copy them.
   5. Open Pharmacy Order Form
      1. For LMAH if at Supervisor Computer, Go to Excel “Home”
         1. Under “Recommended for You” there is a “Shared with Me” Tab. Select it
            1. The LMAH Pharm sheet will be there!
   6. Go to “Inventory Stock Report” sheet. “Current Inventory” for LMAH.
   7. Highlight Columns A through D and Paste Values
   8. Copy Column F
   9. Paste Values to Column H
   10. Convert to Number
       1. If it does not appear, select the entire column again.

5. Check Order List against Want List

   1. Open CRAH or LMAH Want/BackOrder List
   2. check to see if pharmacy items listed on want list are on order list. If not, research why not. Do we not sell them very often or do we have an incorrect count in the system?
      1. Adjust if necessary
         1. Update price in spreadsheet and Impromed
            1. On Spreadsheet, go to Current Inventory Tab, search for the product, and change the quantity in Column D to the correct value.
      2. Leave note on Want/BackOrder List if we will not be ordering

6. Show only Items Needing to be Ordered

   1. Go to “ Order Quantity” Column of Pharmacy Table. Use Down Arrow button to filter. Select All then deselect 0.
   2. Press Okay.
   3. Hide Columns E through N
   4. Sort by Distributor
      1. Click on “Distributor” Arrow. Sort A→Z

7. Print Order List

   1. Hightlight all items from Drug Name to Distributor down the list.
   2. Go to Print.
   3. Choose the Print Selection setting “Only print the current selection”
   4. Print!

How to delete rows and columns

Select Convert to Number

which rows and columns to delete

Paste Values Only

Filtering the Order Quantity Column