# PioneerRx

**Prescription Report**

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Go to the **Rx** tab

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Select the **binocular icon** in the Data Entry section

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>In the **Completed Between** line, enter the date range

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Press **Search (F12)** to generate the report

Once the report has been generated, create a new report design layout.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>In the drop-down box next to View, select **Expanded with Comments**

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Select the **Field Chooser icon** [![image.png](https://docs.rxsafety.io/uploads/images/gallery/2023-08/scaled-1680-/S9Bimage.png) o](https://docs.rxsafety.io/uploads/images/gallery/2023-08/S9Bimage.png)n the left side of the screen

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Check the boxes of the data fields you want to report

<div align="center" id="bkmrk-pioneerrx-date-fille"><table border="0" cellpadding="0" cellspacing="0" class="MsoNormalTable" style="width: 326px; border-collapse: collapse;" width="206"><tbody><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206">**<span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">PioneerRx</span>**

</td></tr><tr style="mso-yfti-irow: 1; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Date Filled</span>

</td></tr><tr style="mso-yfti-irow: 2; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Days Supply</span>

</td></tr><tr style="mso-yfti-irow: 3; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Dispensed Item Name</span>

</td></tr><tr style="mso-yfti-irow: 4; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Dispensed Item NDC</span>

</td></tr><tr style="mso-yfti-irow: 5; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Dispensed Item Strength</span>

</td></tr><tr style="mso-yfti-irow: 6; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Dispensed Quantity</span>

</td></tr><tr style="mso-yfti-irow: 7; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Origin</span>

</td></tr><tr style="mso-yfti-irow: 8; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Patient Age</span>

</td></tr><tr style="mso-yfti-irow: 10; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Patient Ethnicity</span>

</td></tr><tr style="mso-yfti-irow: 11; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Patient Gender</span>

</td></tr><tr style="mso-yfti-irow: 12; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Patient Paid Amount</span>

</td></tr><tr style="mso-yfti-irow: 13; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Patient Primary Address</span>

</td></tr><tr><td style="width: 325px; padding: 0in 5.4pt;"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Patient Primary Zip Code  
</span>

</td></tr><tr style="mso-yfti-irow: 14; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Patient Race</span>

</td></tr><tr style="mso-yfti-irow: 15; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Patient Serial Number/Patient Central ID  
</span>

</td></tr><tr style="mso-yfti-irow: 16; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Pharmacy NCPDP</span>

</td></tr><tr style="mso-yfti-irow: 17; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Primary ICD10 Code</span>

</td></tr><tr style="mso-yfti-irow: 18; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Primary ICD10 Code Description</span>

</td></tr><tr style="mso-yfti-irow: 19; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Refill Number</span>

</td></tr><tr style="mso-yfti-irow: 20; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Rx Number</span>

</td></tr><tr style="mso-yfti-irow: 21; mso-yfti-lastrow: yes; height: 16.0pt;"><td nowrap="nowrap" style="width: 325px; padding: 0in 5.4pt; height: 16pt;" valign="bottom" width="206"><span style="font-size: 12.0pt; mso-ascii-font-family: Calibri; mso-fareast-font-family: 'Times New Roman'; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black;">Sig Code</span>

</td></tr></tbody></table>

</div><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Select the **blue plus sign** next to the View drop-down box

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Name the layout

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Press **Search (F12)** to regenerate the report with new data fields

Export the report to an excel file.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Select **Menu** in the top right corner of the green results box.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Choose **Export to Excel**

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Name and save Excel document

**Patient Weight &amp; Allergy Report**

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Go to **Patient** tab

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Select the **binocular icon** in the Patient section

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>In the **Activity Between**, enter the same date range used to generate the prescription report

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Press **Search (F12)** to generate the report

Once the report has been generated, use the steps to create a new report design layout from above that includes **Serial Number, Weight, and Allergies** and regenerate the report.

Export, name, and save the report as an Excel document.

**Patient Serum Creatinine Report**

<span style="text-decoration: underline;">**\*\*If your pharmacy does not collect serum creatinine, there is no need to submit a report\*\***</span>

Create a patient category.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Go to the **System** tab

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Select the **Category icon**

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>In the Category Scope drop-down box, select **Patient**

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Press the **green plus sign** on the right side to create a new category

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Provide a name and description for the category

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Choose **Auto** in the Type drop-down

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">7.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>In **box B (Any of These)**, press the **green plus sign**

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">8.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Choose **Any Lab Greater Than** as a filter

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">9.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Choose **Comprehensive Metabolic Panel – Creatinine, Serum (SCr)** as the lab

E. Enter 0 in the **Greater Than** box

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">P. </span></span>Press **Save (F12)**

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.. <span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Make sure the status of the category is **active** and press **Save (F12)**

You must process the category for it to immediately work, or it will not become active until the next day.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">.1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Select the **Actions** drop in the top right

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Choose **Process Category Auto Filter Rules** and follow the prompts

Use the patient category to generate a patient report

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">...<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Go to **Patient** tab

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Select the **binocular icon** in the Patient section

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>In the **Activity Between** line, enter the same date range used to generate the prescription report

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>From the **Category** drop-down, select the patient category.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>Press **Search (F12)**

This will generate a report of all the patients in your system with a SCr value on file. Choose or create a layout that includes the Serial Number. Export the report to an Excel document.