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Med Use and Transfer Issues

A guide for users with Manager or Admin privileges

 

What to do if a user completed a medication use on the wrong box / inventory or selected the wrong lot / exp / control value

1) Locate the erroneous medication use transaction.

If you know which box/inventory this was completed under, you can move on to the next step. If you are unsure, you can find this transaction under Reports > Medication Use.  

Find Erroneous Med Use

2) Navigate to the Medication Use menu under the inventory where the transaction was completed.

If you are viewing the medication use details from step #1, you will simply select "Medication Use" from the header.

Navigate to Med Use Menu

If you skipped step #1, you will select "Medication Use" from the drop down menu under the inventory where the transaction was completed. 

med use navigation

3) Delete the medication use that was completed in error. 

Click on the "show / hide" tab and check the "delete" box. You will now have a red trash icon for all inventory actions in the menu. After selecting the icon and deleting the medication use, the product will automatically be returned to the original inventory. 

Delete Inventory Action

4) Ensure the user completes the medication use correctly

After the product is returned, ensure that the user goes back and completes the medication use under the correct inventory or selects the correct lot # / expiration / control value.

 

What to do if a product was transferred to the wrong inventory

*Example: a manager intended on transferring a Fentanyl from the Main Safe inventory to Medic 1, however, had accidentally selected the Supervisor QRV inventory instead. 

1) Locate the inventory where the product was transferred erroneously.

You can find the location of the transferred product by viewing the transfers from the inventory you were transferring FROM

Locate product inventory

If your agency uses the control value feature, you can also find the location of the transferred product by searching its control value.

search control values 

2) Complete a transfer to the correct inventory

After locating the inventory where the product was transferred by mistake, you will initiate a transfer from that inventory to the correct inventory.

Transfer to Correct Inventory

For additional help, see Transferring Medications