Unit Inventory: Current Unit Inventory

The Current Unit Inventory displays all doses that were prepared [pre-poured] during a Unit Dispensing session but have not yet been given to patients. These units remain available for dispensing until they are assigned and administered.

As soon as doses are dispensed from a Unit Dispensing session, they automatically appear in the Current Unit Inventory tab, allowing staff to track all active units in real time.

Required Permissions: Super Admins, pharmacists, and users with the Manage Inventory feature have access to this workflow. Pharmacists will need Manage Inventory and Manage Pump access (if their facility dispenses medication via pump) for complete usage.

• Navigate to the Unit Inventory by clicking Inventory > Unit Inventory > Current Unit Inventory.

Filters

Use the following filters to display specific data: 

1. Date Filters 
   • Dose Date: Display doses based on the date the patient was dosed. 
   • Dispensed At: Display doses based on the date/time the patient was dispensed. 
2. From/To Date: Enter the desired date range. 
3. Patient: Filter by specific patient name(s). 
4. Previous Patient: Displays the name of the patient that was previously assigned to the currently unassigned unit.  
5. Dispensed by: Filter by the user who dispensed the medication. 
6. Amount: Filter by the number of milligrams dispensed.

Printing and Exporting Data

You can print the Current Unit Inventory using the Print icon, generate a PDF using the PDF icon, or export the data by selecting Export to CSV.

Actions

You can complete the following actions from this page:

• Re-Assign: This action will only be available for unassigned doses and allows users to assign the unit to a patient based on the expected doses for that patient.
  • In the Re-Assign window, choose the patient from the drop-down, then click Submit.
• Return to Inventory: This action can be taken both for assigned and unassigned doses and will return the selected unit to the Inventory. 
• Spill: This action can be taken both for assigned and unassigned doses and will mark the unit as spilled. 
• Waste: This action can be taken both for assigned and unassigned doses and will mark the unit as wasted. 
• Print Label: This action can be taken both for assigned and unassigned doses and will print the label for the selected units. 
• Given to Patient: This action can be taken on doses marked as Not Dispensed that were dispensed to a patient but were not recorded at the time for whatever reason. 
  • In the Given to Patient window, choose the patient from the drop-down and the dose date and time, then click Submit.
  • In the chosen patient's MAT log, the dose indicated this way will say Marked Given with the date and time.
  • If you add a comment in the Given to Patient window, it will display in the Past Unit Inventory view.
• When completing any action, the system requires a staff member signature.

Bulk Actions

You can also complete actions in bulk by clicking on the checkboxes beside the items, clicking the menu icon and then choosing the action you want performed for all the items chosen.