Help : Add Inventory

Help: Add Supplement to Inventory

To add a supplement to your inventory, you must already have the supplement in your supplements list, and a corresponding charge for the supplement in your charge list. Read more about how to add a supplement and how to add a charge.

Then, to add a supplement to your inventory, go to the Admin drop down menu and select My Inventory. Click the "+Add New Inventory" button and select "Supplement" from the options of inventory types. Using the search bar provided, search your supplement list for the item you would like to add, and select it.

Screen shot adding supplement to inventory paneSupplement Name (auto-fill) - the name of the inventory item. This is the name of the supplement selected from your supplements list.

How Many Bottle/Packages do you have in inventory (integer) - the number of units in stock.

What package form does this come in? (free text box) - type of packaging: bottle, box, etc.

Vendor (free text box) - optional field to track your supplement suppliers.

Vendor Code (if applicable) (free text box) - optional field to track suppliers' product codes for supplements. This can be helpful when ordering additional stock.

*Corresponding Charge (drop down) - select the corresponding charge from the drop-down menu. The charge must already exist on your charge list.

Misc Notes (notes field) - a place for administrative notes. This information is only visible from inside of the Inventory Management process.

Help: Add Drug to Inventory

To add a drug to your inventory, go to the Admin drop down menu and select My Inventory. Click the “+ Add New Inventory” button and select “+ Add New Drug (RX)” from the options. Search for and select the drug you want to add from the database.

Screen shot of new drug inventory itemGeneric Drug (check box) – checking this box denotes that the drug you stock is the generic version of a specific brand. Add the brand name(s) to the text box that appears.

NDC Number (formatted number) – universal product identifier for drugs. The NDC number is required and is found on the package.

How Many Doses? (integer) – the number of pills or doses in the lot.

Expiration Date (date) – the date when the lot expires. The inventory item and lot will drop off the inventory list after the expiration date has passed.

Manufacturer (free text box) – manufacturer name.

Lot Number (free text box) – manufacturer's lot number, listed on the package. Required for tracking.

Charges: Two types of charges can be added, per dose and per dispense. You may add one or both.

  • Charge per Dose (dollar amount) – cost of each dose dispensed. Generally, this is per pill.
  • Charge per Dispense (dollar amount) – cost per dispense to patient.

How should dispensing charges be categorized? (drop-down) – in most cases, select Rx Dispense. Options are set in your charge list.

Your cost per dose? (dollar amount) – your wholesale cost of the drug. This is not required, but can be useful for reporting and tracking purposes.

Misc Notes (notes field) – administrative notes attached to the drug inventory item.

Help: Add Other Products or Supplies to Inventory

Other products and supplies are items you stock for sale that are not drugs or supplements. Read more about adding drugs or adding supplements to your inventory.

To add other products or supplies to your inventory, you must already have the product and a corresponding charge in your system. These are existing pieces of information linked together by the inventory item you are about to create. Read more about adding products and supplies and adding a charge.

Then, go to the Admin drop down menu and select My Inventory. Click the "+Add New Inventory" button and select the inventory type of the product (for example, you might use In-Office Procedure for supplies sold in connection with procedures that you perform). The available inventory types come from your categories of Alternate Plan Items - see more about that here. Search for the item you would like to add, and select it.

Screenshot add new other inventory itemplan_other Name (auto-fill) - the name of the inventory item. This automatically fills with the name of the product/supply selected.

How many do you have in inventory (integer) - the number of units in stock.

What package form does this come in? (free text box) - type of packaging: bottle, box, etc.

Vendor (free text box) - optional field to track brand.

Vendor Code (if applicable) (free text box) - optional field to track vendor product codes. This is helpful for ordering additional stock.

*Corresponding Charge (drop down) - select the corresponding charge from the drop-down menu. The charge must already exist in your charge list.

Misc Notes (notes field) - a place for administrative notes. This information is only visible to administrative users.