Some inventory items are best tracked as units of inventory in order to pull unit pricing into invoices and track the rendering of services by units of inventory. Treatments such as injectables typically use a portion of a vial for a single treatment with the vial being broken down into units, allowing invoices to then based on unit pricing. This enables patients to buy a bulk of units of inventory which can be tracked over multiple treatment visits until fully dispersed.
In this article you will learn how to:
Configure Treatments to Use Inventory Pricing
First, add the inventory item using the measure type Units and ensure the retail price is for a single unit. Be sure to stock the inventory as well. Don't forget to save the changes.
In Treatment Setup, configure the treatment using the inventory pricing option as well as the appropriate inventory item.
Sell and Track Usage of Units of Inventory
When selling units of inventory if you know exactly how many units are needed, create the invoice by using the Charges option to locate the treatment and apply the number of units sold.
In most cases you will not know how many units are needed and will rely on the provider documenting the usage of inventory during the charting process.
This will enable the invoice to automatically include the amount of inventory used. The line identifying the treatment pricing as $128.00 should be deleted to create a cleaner invoice, leaving just the inventory pricing.
Use Prepaid Packages in order to sell a bulk of units of inventory to be used over a series of patient visits.
This will enable the tracking of the depletion of the package over time, ideally with the provider charting the inventory usage per visit.
If the provider does not chart the inventory usage, the amount of inventory used can be manually added to the invoice as a Product with 100% discount applied so no additional charges are incurred since the package is prepaid.