The Prescription Report provides detailed tracking of all prescribed medications—both in-house and written prescriptions—administered or issued during a selected timeframe. It is essential for monitoring prescribing activity, identifying refill needs, and reviewing controlled substance usage.
The report includes two sub-reports:
Prescription Report – captures original prescriptions issued.
Prescription Refill Report – lists medications dispensed as part of a refill.
🎯 Use Cases
This report is ideal for:
Monitoring prescribing trends by doctor or medication
Reviewing medication types and refill frequency
Tracking controlled vs non-controlled prescriptions
Managing compliance with prescription validity and expiration dates
Exporting for internal audit or pharmacy coordination
🛠️ Key Features
Filter by Time Period, Medication Name, and Prescription Type
Toggle to view only Controlled Drugs
View and compare both original prescriptions and refills
Export data as a CSV or PDF file for records or analysis
Summarized total count of prescriptions/refills dispensed
✅ How to Use the Report
1. Choose a Time Period
Use the dropdown to define the timeframe you want to view (e.g., This Month, Last Quarter).
2. Apply Filters
Medication Name: Select one or multiple medications to narrow the report.
Prescription Type:
All: Shows both in-house and written prescriptions.
In-House: Prescriptions filled internally.
Written: Prescriptions provided to be filled at an external pharmacy.
Controlled Drugs Only: Use this toggle to isolate federally regulated substances.
3. View Report Tabs
📄 Prescription Report Tab
Displays all newly issued prescriptions, with these columns:
Column | Description |
Medication Name | Drug name and dosage |
Controlled | Yes/No indicator |
Prescription Type | In-house or Written |
Date Prescribed | Date the prescription was issued |
Rx Valid Thru | Date the prescription expires |
Medication Expiration Date | When the drug product itself expires |
Prescribing Doctor | Veterinarian who issued the Rx |
Quantity Dispensed | Total amount provided to the client |
🔁 Prescription Refill Report Tab
Shows refills dispensed, with similar structure to the primary report. Useful for reviewing:
Ongoing prescription adherence
Repeat dispensing trends
Drugs approaching renewal windows
4. 📤 Viewing & Download Options
You can interact with the report in three ways:
View Report (button): Generate an interactive visual within Shepherd.
Download (button): Get a copy of the full current report as a PDF or CSV.
Table Specific CSV Download: A quick download of the current table in CSV format for spreadsheet use.
📌 Tips for Use
Use Controlled Drugs Only toggle for DEA log preparation.
Filter by prescribing doctor for performance or audit insights.
Match Rx Valid Thru and Medication Expiration to ensure safety and compliance.
Regularly review Refill Report to ensure timely follow-up with clients.
🧠 Best Practices
Export monthly for regulatory or pharmacy reconciliation.
Identify unusually high refill rates to audit patient care patterns.
Review quantity dispensed for discrepancies against clinic inventory.