IMPORTANT: Prior to using inventory codes, you must first enable the "Show Inventory" option within the Claim Settings.
CollaborateMD inventory alerts automatically notify you when inventory levels fall below thresholds you set. Alerts can be triggered based on a minimum quantity in stock, or when your position falls below an estimated number of days on hand. Use inventory alerts to give you advance notice on when you should resupply your stock, and/or to know when levels are so low you may be losing sales. Use Inventory codes to help you keep track of the quantity of items you have in your office such as office supplies (e.g. front office supplies, medical forms, etc) and/or products used when performing a specific service (e.g. medical supplies, medication, equipment, etc).
Select Customer Setup > Codes... > Inventory.
Select New Inventory.
Enter a Code that describes the product (i.e. FOREARM CRUTCHES or FA CRUTCH).
If applicable, manually enter or search for a CPT code you would like to associate this product to. This will automatically populate the CPT code whenever the inventory code is selected first.
Enter how much of the product you have in stock in the Quantity field.
NOTE: When added to a new claim, this quantity will auto-decrement based on the number of units associated to the charge(s) as long as the code is entered on a new line item row. Do not override a line item already populated with information.In the Code Description field, enter a full description of the product.
Enter a Billing Description that can be referenced when running reports related to inventory codes (i.e. Inventory Report).
Check the Use Alert box to notify your staff know when a product needs to be reordered after a certain threshold.
Click Save.