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Managing injectable consumables in Inventory

In this article, you'll learn how to set up inventory for an injectable consumable product and manage it efficiently.

Step 1: Start by navigating to the settings.

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Step 2: Proceed to the inventory section.

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Step 3: Click on inventory.

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Assume that the consumable product is not in your inventory.

Step 4: Click on add product.

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Step 5: Create a new injectable product, for instance, Dysport

Step 6: For an injectable, check Track Lot #. Set a warning for when the quantity falls below a certain threshold or if the item can expire.

Step 7: Click Create & Continue once the product information has bene filled out.

Step 8: Optionally, you can add on-hand inventory you have in stock. Fill out the quantity you have, the cost per unit for this batch, the lot #, and expiration date. If you are not ready to add inventory yet, you can click Skip Inventory. To save your added inventory, click Next.

Note: Always enter inventory based on the actual units you use. For example, Dysport is supplied in a syringe containing 100 units. Since injections are measured in units, 1 syringe equals a quantity of 100 in your inventory.

Step 10: To track inventory after a product has been added, click the plus button to add the consumable.

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Step 11: Select the vendor supplying the product.

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Step 12: Choose the location for the inventory. For single location practices, select your location.

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Step 13: Enter the quantity you're receiving, for example, 100 units.

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Step 14: Enter the cost per unit.

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Step 15: Enter or scan the lot number

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Step 16: Set the expiration date.

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Step 17: Save your entries.

Now, you have 100 units of the injectable ready for use.

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Associating a Consumable with a Service

Step 18: Associate the product with a service in your catalog. Click on catalog.

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Step 19: Navigate to Dysport. Click Add Consumables

Step 20: You will be shown suggested consumables. If the consumable you'd like to associate with the service appears, you can simply click the add button. If not, click + Add Different Consumable.

Step 21: Search for the applicable product, then click Save Consumables.

Using Consumables During a Service

Step 22: During an appointment with services requiring a consumable, you'll see a button guiding you to set the lot number used for a particular patient. This also helps manage your inventory counts.

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Step 23: Resolve the requirement. Select which lot # was used from the dropdown.

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Step 24: Enter the quantity used, for example, 15 units. Click submit.

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And you're all set!

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