# PioneerRx
**Prescription Report**
1. Go to the **Rx** tab
2. Select the **binocular icon** in the Data Entry section
3. In the **Completed Between** line, enter the date range
4. Press **Search (F12)** to generate the report
Once the report has been generated, create a new report design layout.
1. In the drop-down box next to View, select **Expanded with Comments**
2. Select the **Field Chooser icon** [ o](https://docs.rxsafety.io/uploads/images/gallery/2023-08/S9Bimage.png)n the left side of the screen
3. Check the boxes of the data fields you want to report
**PioneerRx**
|
Date Filled
|
Days Supply
|
Dispensed Item Name
|
Dispensed Item NDC
|
Dispensed Item Strength
|
Dispensed Quantity
|
Origin
|
Patient Age
|
Patient Ethnicity
|
Patient Gender
|
Patient Paid Amount
|
Patient Primary Address
|
Patient Primary Zip Code
|
Patient Race
|
Patient Serial Number
|
Pharmacy NCPDP
|
Primary ICD10 Code
|
Primary ICD10 Code Description
|
Refill Number
|
Rx Number
|
Sig Code
|
4. Select the **blue plus sign** next to the View drop-down box
5. Name the layout
6. Press **Search (F12)** to regenerate the report with new data fields
Export the report to an excel file.
1. Select **Menu** in the top right corner of the green results box.
2. Choose **Export to Excel**
3. Name and save Excel document
**Patient Weight & Allergy Report**
1. Go to **Patient** tab
2. Select the **binocular icon** in the Patient section
3. In the **Activity Between**, enter the same date range used to generate the prescription report
4. 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 Patient Active Allergy List** and regenerate the report.
Export, name, and save the report as an Excel document.
**Patient Serum Creatinine Report**
**\*\*If your pharmacy does not collect serum creatinine, there is no need to submit a report\*\***
Create a patient category.
1. Go to the **System** tab
2. Select the **Category icon**
3. In the Category Scope drop-down box, select **Patient**
4. Press the **green plus sign** on the right side to create a new category
5. Provide a name and description for the category
6. Choose **Auto** in the Type drop-down
7. In **box B (Any of These)**, press the **green plus sign**
8. Choose **Any Lab Greater Than** as a filter
9. Choose **Comprehensive Metabolic Panel – Creatinine, Serum (SCr)** as the lab
E. Enter 0 in the **Greater Than** box
P. Press **Save (F12)**
1.. 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.
.1. Select the **Actions** drop in the top right
2. Choose **Process Category Auto Filter Rules** and follow the prompts
Use the patient category to generate a patient report
... Go to **Patient** tab
2. Select the **binocular icon** in the Patient section
3. In the **Activity Between** line, enter the same date range used to generate the prescription report
4. From the **Category** drop-down, select the patient category.
5. 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.