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Closing-the-Case-in-vTrakr Closing-the-Case-in-vTrakr

Closing the Case in vTrakr

Before you close your case we ask that you review the devices used in the case with a representative of the surgical staff - usually your circulating nurse. 

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9. The case is now closed, but it is not considered “Complete” until you retrieve and enter the PO number from the provider. 

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Closing-the-Case-in-the-Console Closing-the-Case-in-the-Console

Closing the Case in the Console

After devices have been marked as used it is time to confirm what was used in the case, confirm the data and prices for those devices, and close out the case - you can also handle this in the console: 

1. Once the Case is complete and the device usage ticket has been generated, click “Submit for Billing”. 

2. The system will prompt you to enter an electronic signature for the Sales Rep and an authorized Provider Representative. If one or both of these are not available, you may enter your name to denote that you closed the case. 

3. The Event is now considered “Closed”. The Case will not be granted the “Completed” status until the Purchase Order number has been entered. 

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Sharing-the-Sales-Order-in-vTrakr Sharing-the-Sales-Order-in-vTrakr

Sharing the Sales Order in vTrakr

Once the case has been closed in vTrakr and device use has been recorded, you can:

• Click on the “Email Sales Order” button, which will then prompt you to enter the email address of the recipient you would like to share the sales order with.

• Additionally, the Sales User can share the Sales Order by clicking the options for “Print DUT” to generate a shareable or printable PDF. If you zoom into the PDF by pinching out, the “Share” button will also appear in the upper right hand corner enabling the user to share the sales order using their own personal email account or any other messaging app available on the user’s device.

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Sharing-the-Sales-Order-in-the-Console Sharing-the-Sales-Order-in-the-Console

Sharing the Sales Order in the Console

Once the case has been closed and device use has been recorded, you can click on the “View Sales Order Form” to generate and download a PDF of the Sales Order. This document can be downloaded and shared externally via email. 

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