Help : Dispense Supplement from Inventory

To dispense a supplement from your inventory, start to prescribe a supplement as you normally would in the Plan section of an open encounter note. When searching for a supplement in the smart search bar, your inventoried supplements will show up at the top of the list. They are denoted by the gray inventory dispense icon in the top right of the entry as well as the quantity of inventoried supplement in parentheses at the bottom of the entry.

Select the inventoried supplement from your list. At the bottom of the +Complete and Add Supplement for Pt pop-up, a new green +Complete & Dispense (X bottles remaining) button will appear. Otherwise, this window is exactly like the one used to dispense supplements that are not in your inventory.

When you click the +Complete & Dispense button, a new +Add Charge to Pt Account pop-up will appear.

Screen shot supplement dispense charge popupBase Charge (currency, integer) – the system loads in the charge associated with the supplement into the base charge currency box. This is editable as needed. The multiplier is for prescribing multiples of a supplement, for example two bottles of Vitamin D. The multiplier affects both the overall charge and the amount of the supplement that is subtracted from the inventory list.

Discount (button, drop down) – the blue +Discount button, when checked, allows you to apply a discount to the charge. The discounts loaded into your system show up in the drop down menu. When selected, they update the total charge.

Associated CPT (free text field) – a space to include associated CPT codes, if applicable.

Add to Insurance Invoice? (checkbox) – checking this box adds the charge to the patient's insurance invoice.

Dispense/Do not dispense from inventory (checkboxes) – checking the Do not dispense from inventory option will leave your inventory levels the same. Checking the Dispense [amount] from inventory of [supplement] option will subtract the identified amount of the supplement from your inventory.

Choose either the +Add Charge or +Add and Add Another button to finalize the dispense. The first will finalize the charge, the second will finalize the charge and prompt you to start a new charge.