Purpose Statement

The Med Log reporting tools allow administrators to generate and export medication records in multiple formats to support compliance, auditing, inventory management, and record keeping. Users can generate reports for individual events, filtered event lists, or one or more selected medication events, depending on their reporting needs.

Background Information

The Med Log module tracks all medication-related activity, including counts, usages, transfers, and other medication events. Agencies frequently need to export this information for:

• DEA, state, or local compliance audits
• Controlled substance reconciliation
• Internal quality assurance reviews
• Medication inventory management
• Administrative record keeping

The Med Log provides three methods for exporting data:

• Individual Event Export (CSV) – Downloads a single event as a CSV file.
• List Export (CSV) – Downloads a filtered list of events as a CSV file.
• Bulk Action Reports (PDF) – Generates printable History, Individual, or Detailed Log reports containing additional information, including signatures where applicable.

Understanding the differences between these export options helps ensure the appropriate report is used for each situation.

Required Permissions

To generate Med Log reports, users typically need:

• Access to the Medications module
• Permission to View Med Logs
• Permission to Export or Print Med Logs

Video

Step-by-Step Guide

1. Navigate to the Med Log

• From the Medications module, select Med Log.

2. Verify the Records You Want to Report On

Before generating a report, ensure you are viewing the correct records.

You can either:

• Select a Custom View
• Select a Shared View
• Use the Default View
• Apply one or more Filters

After changing filters, select Apply to refresh the results.

3. Choose Your Reporting Method

Depending on your reporting needs, use one of the following options.

Option A: Download an Individual Event (CSV)

• Select the View (Eye) icon for the desired event.
• Review the event details.
• Select Download.

This downloads a CSV file containing the event information.

Option B: Download a Filtered Event List (CSV)

• Apply the appropriate filters (for example, Event Type or Date Range).
• Select Apply.
• Select Download List.

This exports the filtered results as a CSV file.

Option C: Generate Bulk PDF Reports

• Select one or more medication events.
• Once events are selected, the Bulk Actions button becomes available.
• Select Bulk Actions.
• Choose one of the available report types:
  • History Log
  • Individual Log
  • Detailed Log
• The selected report opens as a PDF, where it can be viewed, saved, or printed.

Understanding the Report Types

History Log

The History Log displays the medication history for the selected pouch or events.

This report is useful for:

• Reviewing medication movement over a date range
• Identifying counts and usages
• Reviewing descriptions and discrepancies

The History Log displays user names but does not display signature images.

Individual Log

The Individual Log creates a separate page for each selected medication event.

Each page includes detailed event information along with the required signatures when applicable.

This report is useful when each medication event needs to be reviewed or filed independently.

Detailed Log

The Detailed Log combines all selected events into a single comprehensive report.

Depending on the event type, this report may include:

• Medication action performed
• Date and time
• User information
• Required signatures
• Lot and serial numbers
• Patient identifier information (for medication usage events)
• Additional event details

This report is recommended for compliance audits and documentation requiring complete event information.

Best Practices

• Verify that you are using the correct view or filters before generating reports.
• Apply date ranges or event filters to limit reports to only the records you need.
• Use CSV exports when data analysis or spreadsheet manipulation is required.
• Use Individual or Detailed Log reports whenever signatures are required for compliance or auditing.
• Review selected events before running Bulk Actions.
• Store exported reports securely if they contain controlled substance or patient information.

Troubleshooting & FAQs

The Bulk Actions button is unavailable.

Select at least one medication event. If the button remains unavailable, verify your permissions.

The report downloaded as a CSV instead of a PDF.

Individual event downloads and list downloads always export as CSV files. To generate PDF reports, select one or more events and use Bulk Actions.

Why don't I see signatures in my exported report?

CSV exports do not include signatures. Generate an Individual Log or Detailed Log from Bulk Actions to include signatures where applicable.

Which report should I use?

• Individual Event Export (CSV): Export one event for spreadsheet use.
• List Export (CSV): Export multiple filtered records for spreadsheet analysis.
• History Log (PDF): Review medication history and activity.
• Individual Log (PDF): Produce one signed report per event.
• Detailed Log (PDF): Generate a comprehensive report with signatures and detailed event information.

Can I generate reports from a custom view?

Yes. You can generate reports using a custom view, a shared view, the default view, or any filtered results.

Can I generate reports for a specific date range?

Yes. Apply the desired date filter, select Apply, and then export the filtered results or generate Bulk Action reports.