Users Manual

Appendix E

Perpetual Log Binder

A binder with tabs 1-31 and January-December will be provided

At the end of each day, print the IntelliVault

Perpetual Log for that day (Reporting >

Perpetual Log Report) and file in the binder

for the corresponding day of the month.

For the first week or two, include the PMS

Inventory Report as well.

At the end of each month, print the

IntelliVault Perpetual Log for that entire

month’s date range and file in the

corresponding month tab. At this point,

remove each of the daily Perpetual Logs

from the binder and discard in accordance with pharmacy best practices.

IntelliVault Daily Checklist

 AFTER STOCK RECEIVE:

Stock Receiving Reconciliation - Validate that all documents are accounted for and properly

filed:

1. DEA 222

2. Supplier Invoice

3. IntelliSys Stock Receive Report

 THROUGHOUT THE DAY:

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require you to review and/or address with an action

1. Stock Receive Report – Appears after you finalize a Stock Receive function. This report

shows a list of all stock received into IntelliVault. Print and use this report to reconcile

against Supplier invoice

2. Exceptions Report – Generated for any Inventory Adjustments, these must be reviewed

and acknowledged daily.

3. Mark as Recall Report – Appears after Mark as Recalled function is performed. Includes

details of any baskets affected. All affected baskets move into the virtual “recall vault”

which are removed from dispensable inventory until a “Return to Vendor” function is

performed

4. Remove for Recall/Return to Vendor – Appears after Remove for Recall/Return to

Vendor function is performed. Should be reviewed and acknowledged for accuracy.

5. Back Up Recovery Report – List of all fills that are manually input into the system after a

system is “back up” (online) after down time

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