The following are the definitions of field calculations
on the Sales Analysis Report derived from the Transaction Record:The Sales Analysis Report is used to analyze the effects of various pricing plans to determine the best plans to ensure maximum profit from prescription sales.
The process of generating a report in PrimeCare involves a set of steps referred to as Report Logic. These steps include selecting data, sorting the selected data in a certain order and then printing the report. Review Reports Overview for details on these steps.
To run this report:
1. Access PrimeCare.
2. Click Reports. Select Management and click Sales Analysis. Select Options display.
3. Complete the Select Options and click Next. Sort Options display.
4. Complete the Sort Options and click Next. Print Options display.
5. Use the following definitions to complete the Print Options:
Prt Detail?: Type YES to print a detailed line for each prescription in the report. If a large number of prescriptions are selected, printing details is not recommended.
Date Ranges?: Type the beginning and ending dates for the report period (MMDDYY-MMDDYY format).
Drg Cost Only?: Type YES to analyze by Drug Cost. Type NO to analyze by Retail Price.
Negative Mrgn?: Type YES to print only detail lines with a negative margin. Type NO to print details lines with a positive margin. Type ALL to print both negative and positive margin details.
Sep Total Pg?: Type YES to print totals on a separate page of the report.
Retail=Cop+Aju: Type YES to add the final copay on the transaction to all amounts adjudicated for the Total Retail for Third Party Medicaid claims.
6. Click Finish. The report prints.
The following are the definitions of field calculations
on the Sales Analysis Report derived from the Transaction Record:
Total Cost: Acquisition cost of the prescription. This cost is calculated at the time of fill and is stored in the Acquisition Cost field on the Transaction Record.
Total Retail: Price of the prescription. The price is the total cost of the drug plus fees and/or markups. This amount includes copay and discount amounts from applicable transactions. The Price field on the Transaction Record is used for this calculation.
Total Tax: This amount is pulled from the Tax field on the Transaction Record.
Gross Margin: This amount is determined by the 'Drug Cost Only' Print Option. If the option is YES, then the gross margin is the cost of the prescription less the acquisition cost. If the option is NO, then the gross margin is the price of the prescription less the acquisition cost.
Margin Percent: This amount is the gross margin divided by the total retail amount.
Due from Other: If the transaction is a Price Type Third Party or Medicaid, the price less any copay, plus any sales tax, is the Due from Other amount. If there is an amount in the Secondary field on the transaction, this amount is included. If the transaction is a Price Type Cash, then the Due from Other amount is zero.
Total Copay: This amount comes from the Copay field on the transaction. If the transaction is a Price Type Cash, this amount is zero.
Total Charged: If the transaction is to be charged to a charge account, and the transaction is Price Type Cash, then the Total Charged is the price. If the transaction is a Price Type Third Party or Medicaid, the Total Charged is the copay. The Total Charged is zero if the transaction is not charged to an account.
Total Cash: If the transaction is not charged and is Price Type Cash, the Total Cash amount is the price of the prescription. If the transaction is not charged and is a Price Type Third Party or Medicaid, the Total Cash amount is the copay amount. If the transaction is charged, the Total Cash amount is zero.