Manually Adjusting Owe Balances

An Owe Balance will exist when your pharmacy does not have enough stock to provide the patient with the entire quantity of medication filled in the prescription. The amount owing will be dispensed when the pharmacy receives additional stock. It is recommended that you review all Owe Balances your pharmacy may have on file, and clear them properly once you receive more stock (reconcile).

To manually clear out a balance owing, do the following:

1. Open the drug folder that has a balance owing amount.
2. Select the Inventory tab.
3. Highlight the appropriate pack size.
4. Ensure your On Hand value matches or exceeds the Balance Owing value. If not manually adjust the On Hand value.
5. Select the magnifying glass icon. The "Shipments" window opens.
6. Select the Adjust Owe button.

7. Enter the amount of the adjustment in the Adjustment field.
8. In the Reason field, update the reason for the adjustment if the defaulted option is not appropriate.
9. Enter Comments. (Optional)
10. Select your initials if they are not displayed in the User field.

11. Select the OK button to save your changes.
12. Select the OK button to exit the window.