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Initial Pill Balance Entry

Initial Pill Balance Entry

Before you start using the VPB function to manage medication balances, you must enter the initial pill balance for all your patients' packed medications.

Let’s begin by generating a report with a list of all the active medications required to be counted and recorded.

Initial Pill Balance entry is only required to be completed once, when setting up a NEW Patient Group.

 Instructions

Follow the below steps on how to generate the initial pill balance report and record balances:

  1. From the left menu bar, select Virtual Pill Balance.

  2. You may wish to export data for selected group(s) to count and record. The below filters will assist you with generating data you require:

    1. Patient Groups (set to all by default)

    2. Patients (set to all by default)

    3. Patient Status (set to Active by default)

    4. Drug Status (set to Packed by default)

  3. Click on the green download button.

  4. Select Export Balance to download an excel spreadsheet for the selected patients. The report can be found in your Downloads folder.

  5. As you count the remaining balance of packed medications for the patients, enter the number into Column E - Current Balance. Remember to Save the document.

     

  6. When you are ready to import the initial pill balance into VPB, click on the green download button.

  7. Select Import Balance and find the folder where this file is saved. Click Open.

  8. The balance entered in Column E will be imported as the patient’s initial pill balance.

It is important that you do not edit any other columns other than Column E - Current Balance on the excel spreadsheet.


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