Items
Items viewer is available under the Company
Items are created by default when billing from the medical records (consultations, treatments, prescriptions)
Medical Records integration
- Consultations, Treatments - are added as a medical services
- Prescribed Drugs that are marked Is billable, are added as medical products. The name of the matching item is DrugName Drug Quantity, with a space between them
Stock changes
- You can set the initial stock for items in a certain location - Set Sale Price and Initial Stock
- The stock of o an item is decreased by new Patient Invoices or Receipts. In case or prepaid items, the stock is decreased in the moment of the Delivery or Dispense for pharmacy
- The stock can be increased by Supplier Invoices.
Adding a New Item
1. Click the New button on the toolbar.
2. Enter information in the text boxes. Use the Tab key to move to the next text box. More in Item Editor
3. Click the Save and Close button to save the record.
Editing an Item
1. Select an item in the viewer and click the Edit button on the toolbar. The Item Editor opens.
2. Modify the details and click the Save and Close button to update the modifications.
Deleting an Item
1. Select an item in the viewer and click the Delete button on the toolbar.
2. Click the Yes button to confirm. The selected item is deleted.
Importing inventory and service Items
Items can be imported from CSV files
1. Click the Import button. The Import Items windows opens.
2. Select a file to import.
3. Click the Start button. The items from the file are imported to the database.