Overview

Other products and supplies are items you stock for sale from your in-office inventory that are not drugs or supplements. 

For example:

  • Teas, energy bars, protein shakes, or other food products
  • Lotions, soaps, shampoos, or other body care products
  • Lab kits
  • Books or pamphlets that you sell
  • Foam rollers, splints, braces, bandages, or other supplies that you stock and sell directly

* Note that Cerbo inventory is not suitable for tracking bulk ingredients that you mix in the office, for example into IVs or custom tinctures.


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Details

How you add to your inventory depends on if it is:

  1. Not a lab kit, and should be available to prescribe/ recommend as part of a patient's treatment plan.
  2. Not a lab kit, and should not be available to prescribe/ recommend as part of a patient's treatment plan.
  3. A lab kit

1. If it is not a lab kit, but is something else that should be available to prescribe/ recommend as part of the patient's treatment plan (or this is the option you would use for ANY/ ALL types of supply/ product inventory if you have not received the update to have General Inventory as an option in the Add Inventory list/ buttons), then you would:

  1. Add the prescribable alternate plan option for the inventory item (if it isn't there already)
  2. Add the inventory item: 
    • Go to Admin > Inventory and click Add New Inventory Item
    • Select the appropriate type of inventory to add, based on the type you selected for your alternate plan option
    • Search for the item in your prescribable alternate plan options database to add it to your inventory, then click on it in the search results to bring up the Add Inventory Details window.
    • Within the Add Inventory Details window, associate the item with the corresponding charge in your Charge List (if it's already in your Charge List AND the checkbox for "Is supply/ product" is checked) OR if no corresponding charges are found when you search, select the option that appears to add a charge.

2. If it is not a lab kit and should NOT be available to prescribe/ recommend as part of the treatment plan (but just needs to be available for charging and tracking inventory), then you would:

  1. Add the inventory item:
    • Go to Admin > Inventory and click Add New Inventory Item
    • Click on ADD GENERAL INVENTORY (this is a special type of inventory that is not necessarily associated with a prescribable item, but just a charge)
  2. Enter the item name in the field provided, and then click the Add General Inventory button to bring up the Add Inventory details window. Enter the inventory details and either associate it with an existing charge, or add a new charge.

3. If it is a Lab Kit that should be associated/ dispensed in connection with specific lab orders, then you would:

  1. Add the lab kit charge to your Charge List, if it isn't already in there.
  2. Associate the lab kit charge with the lab order that corresponds with your Lab Kit within Admin > Manage > Orders/ Labs Database.
  3. Add the inventory item:
    • Go to Admin > Inventory and click Add New Inventory Item
    • Click on ADD GENERAL INVENTORY (this is a special type of inventory that is not associated with a prescribable item, but just a charge).
  4. Enter the item name in the field provided, and then click the Add General Inventory button to bring up the Add Inventory details window. Enter the inventory details and associate it with the same charge that is associated with the lab kit orderable item.

Then click Add To Inventory to add the product or supply into your inventory. Once it has been added, you will be able to dispense the product from inventory either when "prescribing" the linked Alternate Plan Option in the Plan of a SOAP note (if applicable), or by adding the corresponding charge to a patient's account.