Performing Daily Counts

✅ Step 1: Log In

• Scan in to MedServe using your ID badge or enter your primary PIN code.

🛠 Step 2: Access the Reconciliation Process

1. Select the Settings button at the top middle of the screen.
2. Click on the Medications button.
3. Select the Reconciliation button.
4. Choose Daily Counts.
5. Decide between:
   • Starting Count or Ending Count

(Note: The process remains the same for both, but the report will label it based on your selection.)

👥 Step 3: Witness Authorization

• MedServe will prompt for a witness to authorize the reconciliation.
• The witness must scan their badge or enter their primary PIN code to proceed.

📋 Step 4: Perform the Reconciliation

1. The screen will display the medications that require counting.
   • (You also have the option to count all medications if preferred.)
2. Select the medication to be counted and enter the actual count.
   • If the quantity is accurate, proceed to the next medication.
   • If the quantity is inaccurate, the system will issue a discrepancy warning.
3. If a miscount occurs, you can re-enter the correct count before submitting.

(Note: No discrepancies are officially recorded until you submit the final counts.)

🚀 Step 5: Submit the Counts

1. Once all counts are completed, select the Submit button.
2. The system will flag any:
   • Discrepancies
   • Items missing a submitted count
3. Review any warnings and take necessary action if needed.

   ✅ Step 1: Log In

   • Scan in to MedServe using your ID badge or enter your primary PIN code.

   🛠 Step 2: Access the Reconciliation Process

   1. Select the Settings button at the top middle of the screen.
   2. Click on the Medications button.
   3. Select the Reconciliation button.
   4. Choose Daily Counts.
   5. Decide between:
      • Starting Count or Ending Count

   (Note: The process remains the same for both, but the report will label it based on your selection.)

   👥 Step 3: Witness Authorization

   • MedServe will prompt for a witness to authorize the reconciliation.
   • The witness must scan their badge or enter their primary PIN code to proceed.

   📋 Step 4: Perform the Reconciliation

   1. The screen will display the medications that require counting.
      • (You also have the option to count all medications if preferred.)
   2. Select the medication to be counted and enter the actual count.
      • If the quantity is accurate, proceed to the next medication.
      • If the quantity is inaccurate, the system will issue a discrepancy warning.
   3. If a miscount occurs, you can re-enter the correct count before submitting.

   (Note: No discrepancies are officially recorded until you submit the final counts.)

   🚀 Step 5: Submit the Counts

   1. Once all counts are completed, select the Submit button.
   2. The system will flag any:
      • Discrepancies
      • Items missing a submitted count
   3. Review any warnings and take necessary action if needed.