Enhanced Drug Forecasting Report

What’s New

• Redesigned the Drug Forecasting Report with an updated dashboard and simplified interface.
• Added dashboard summary cards displaying:
  – Total Drugs
  – Total Patients
  – Forecast Days
  – Scheduled Appointments
  – Tentative Appointments
• Enhanced filtering with support for:
  – Date Range
  – Custom Date Range
  – Location
  – Drug
  – Scheduled Appointments
  – Tentative Appointments
• Added grouping of forecast results by treatment location.
• Added expandable patient-level drug details including:
  – Patient Name
  – Appointment Details
  – Insurance Information
  – Planned Dose
  – Tentative Dose
• Added Alternative Drug selection when no active NDC is available.
• Enhanced NDC Management with:
  – Preferred NDC selection
  – Automatic vial quantity calculation
  – Automatic requisition dose calculation
  – Expected waste calculation
  – Multiple NDC selection through See More
  – Manual vial quantity adjustments
• Added automatic recalculation of requisition quantities and expected waste when Preferred NDC changes.
• Added support for including or excluding tentative appointments from forecast calculations.
• Improved daily forecast calculations and dose breakdowns.
• Added visual indicators for:
  – Scheduled Appointments
  – Tentative Appointments
  – No Active NDC
  – Obsolete NDCs
  – Patient Counts
• Enhanced Print Preview with location grouping, patient details, and drug information.
• Expanded Excel Export to include drug details, NDC information, patient information, requisition quantities, expected waste, and daily forecast data.

How It Works 

• Navigate to Reports > Oncology > Drug Forecasting.
• Review the default filters or modify the report criteria, including date range, location, drugs, scheduled appointments, and tentative appointments.

 

 

• Generate the Drug Forecasting Report.
• Review dashboard summary cards and grouped drug forecast results.
• Expand individual drugs to review patient-level treatment information.

• Select or modify Preferred NDCs, review automatic vial quantity calculations, or choose alternative drugs when applicable.

• Update report filters as needed to automatically recalculate forecast information.
• Print or export the report for inventory planning and requisition management.

Benefits

• Improves forecasting accuracy using scheduled and tentative appointments.
• Supports better inventory planning through location-based forecasting.
• Reduces medication waste with automatic requisition and expected waste calculations.
• Simplifies NDC management through preferred NDC selection and alternative drug support.
• Provides detailed patient-level visibility into medication requirements.
• Reduces manual effort through automated dose calculations and forecast updates.
• Improves clinical and inventory decision-making with enhanced reporting and filtering capabilities.
• Makes forecasting data easier to review, print, and export for operational planning.