Add Traceability Information to a Procedure
Simply add the traceability information to a procedure and you won't need to manually update your inventory as the system will automatically do it for you.
In this article, you'll find instructions on how to:
A. Add Traceability Information to a Procedure via the Website
B. Add Traceability Information to a Procedure via the App
C. Update Traceability in Inventory via the Website (if you're getting the No Data error message)
Important note: After adding the products/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 service (if retail, your inventory is updated once the sale is made).
A. Add Traceability Information to a Procedure via the Website
Log in to your account via https://app.aestheticrecord.com/login. Click on Patients, 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.
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.
__________________________________________________________________
B. Add Traceability Information to a Procedure via the App
Log in to your account via the AR app. 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.
On the next page, you'll need to hit Traceability 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.
_________________________________________________________________
C. Update Traceability in Inventory via the Website
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 +Add to add stock information.
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.
