Advanced Reporting - Prescription Insights

The Prescription Insights dashboard provides an overview of prescriptions, offering valuable analytics that enable your practice to make data-driven decisions. The dashboard allows you to filter by many categories and creates a report based on your filter selections.

Viewing the dashboard

Click Reports.

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Click Advanced Reporting.

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You can also access the dashboard by clicking All.

All Outlined.png

Then, select the desired report from the Advanced Reporting column.

All ReportsOutline.png

Select Prescription Insights from the Select a dashboard dropdown menu.

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Understanding the dashboard

In its default state, the dashboard displays prescription data for all patients in the practice. However, the dashboard can be filtered by date, patient(s), voided or pending prescriptions, delivery status, authorizing provider or prescribing agent, pharmacy and drug class. Click here to learn more about filtering advanced reports!

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Click the gray circle icons throughout the dashboard to reveal helpful hints. 

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Timeframe

Select a date range for your data.

Selecting Date Range Outlined.png

Patient search

To search prescription data for a specific patient, enter their name or patient ID. To analyze prescription data for all patients, leave this filter blank. 

One patient searched Outline.png

Voided and pending status

In this field, set your criteria to search data by prescriptions in voided or pending status, or both. 

Voided and Pending Selected Outlined.png

Delivery status

In this field, set your criteria to search data by successfully delivered or failed prescriptions, or both.

Delivery Status Success Outlined.png

Number of prescriptions

Review the amount of prescriptions falling within your specific set of categories. 

By provider

Based on your set filters, check out the number of prescriptions by either Authorizing Provider or Prescribing Agent that fit your chosen criteria in the stacked bar chart. Use the dropdown menu to filter.

By provider Outlines.png

By pharmacy

Based on your set filters, check out the number of prescriptions by pharmacy that fit your chosen criteria in the stacked bar chart. 

By Pharmacy Outline.png

By drug class

Based on your set filters, check out the number of prescriptions by drug class that fit your chosen criteria in the bar chart. 

Drug Class Outline.png

Further filter the rest of the dashboard by clicking on desired bars within any of the charts. In the image below, only three pharmacies are selected to review. Click Clear filter to return to all data.

Clear Filter Outline.png

Report

The report will display all data fitting the criteria set by your filters. Add or remove columns from the report using the dropdown menu. 

The dropdown menu contains additional filters (columns) not included above in the dashboard. These include:

  • Doctor Group (Location)
  • Date of Birth
  • Rx ID
  • Active Med ID
  • Expected End Date
  • Approved Date
  • Fill Date
  • Drug Name
  • Refills
  • Dosage
  • Quantity
  • Unit
  • Days Supply
  • Use Generic
  • Comments
  • Pharmacy (Name, Address & Phone)
  • Delivery Type
  • Is Discharged

report Columns Outline.png

Export the report.

Export Outline.png

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