Alert: Important note: After adding the treatment/injection markings to the procedure, traceability information needs to be added for your inventory to be updated. Additionally, you can only add traceability information for inventory items set up as a service (if retail or medical supplies, your inventory is updated once the sale is made/invoice is closed).
Add Traceability Information to a Procedure via the App Post Procedure
1. Log in to your account via the AR app.
2. If you want to add traceability while you are charting, you can do so from the Summary Tab at the top.
Click on + Traceability.
3. Then select the Lot Number/Batch ID and the total number of units you added to the procedure. Once this is done, your inventory will be automatically updated.
4. If you have already left the patients profile and are updating your inventory at the end of the day, tap back into the patient's profile you are wanting to add traceability to. Tap the bubble icon in the lower right hand corner, then the magnifying glass icon. Type in the patient's name in the search box and tap the profile.
Once you're on the patient's timeline, search for the procedure you want to add the traceability information to. Hit TRACEABILITY INFO in the bottom right.
5. On the next page, you will follow the same steps as above (tap +Traceability next to the product and then select the Lot Number/Batch ID and the total number of units you added to the procedure.) Once this is done, your inventory will be automatically updated.
Add Traceability Information to a Procedure via the Website After Charting
6. If you are wanting to add traceability via the web, log in to your account. Click on Patients/Clients tab, enter in the patient's name in the search box and click on their profile.
Once you're on the patient's timeline, search for the procedure you want to add the traceability information to. Click on Traceability in the bottom right.
7. On the next page, you'll need to click on Add Traceability Info at the top and then select the Lot Number/Batch ID and the total number of units you added to the procedure. Once this is done, your inventory will be automatically updated.
Alert: In the event that you get the No Data error message after attempting to add traceability information to the procedure, you'll need to check the following:
Go to Inventory > Your Inventory > Search for the product > Traceability and toggle on Lot number and Expiration. Click on Options.
Alert: Then click View Batches and +Add to add stock information. Stock must be added first in order to update traceability.
Alert: If Lot number and Expiration is toggled on and you still get the No Data error message, check if the product is available at the location selected for the procedure.
If you confirm that there's no stock at the location selected for the procedure, simply select the clinic > Options > View Batches > +Add.
