Linking Inventory with Finance and Treatments

In the admin, you can define the expected inventory usage for treatments

Then, at the end of the visit, you can record the actual usage.

Treatments that use inventory items stored in your storage.

a. Add all inventory items to the inventory page

b. Add the quantities to each inventory item

c. Navigate to the treatments list and open each treatment that has an inventory item attached to it

d. Open the inventory usage

e. Choose the inventory item and write the amount of the expected inventory usage during the visit 

f. To add extra items, click on the "Add item" button. Continue with the same process. 

g. Click on the delete icon to delete mistakenly added items. 

h. Finally, click Confirm. 

i. In the doctor's current visit page, after adding the treatments to the patient's treatment plan, at the end of the visit, a popup will appear asking you to fill the inventory usage during the visit. Each treatment's inventory items will be listed and write your usage during the visit (on the top of the box, you'll notice the expected usage which you set beforehand).

j. Once added from the doctor's current visit page, the quantity used by the doctor is reduced and recorded as consumption in the inventory item log.

k. If you used items during the visit that is not connected to a treatment, you can click on the inventory usage button on the top of the treatments section to record the used quantity. This is also automatically reduced from the inventory item page once confirmed. 

For items that are retailed and sold to the patients, you can keep a record of the quantity. 

Inventory items that are stored in your storage and are retailed and sold to patients.

a. Navigate to the admin area and add all the inventory items to the billable items page.

b. Add all inventory items to the inventory page. In the "Add inventory item" page, click on "Billable item (Optional)" and choose the corresponding bill item from the drop-down list. 

c. Add the quantities to each inventory item

d. In the invoice, add on "Add new bill item" button and add the item to the invoice.

e. Once the invoice is generated, the item quantity is reduced. In the inventory item log, you will find the invoice number in the consumption notes along with the "Auto" tag.