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Navigate to the Events screen and locate the Case you need to record data for. Click on the case name to view the event detail page. Here you have the option of updating the case details, just make sure to click “Save” when you’re finished!
If you are entering a Procedure, Physician, or Facility for the first time you will need to click the plus button next to that field which will prompt you to create a new record in your directory. After adding the new record it will be stored for easy selection in the future.
Click on the “Device Usage Ticket” tab to view any items that have been marked as used in this Event.
If, for some reason, you need to mark devices as used (rather than the sales rep marking them in the field), you have that option in the Console. Just click on the “Mark Used Inventory” tab of the Event Detail screen.
Then search for either a container or a loose device using the search prompts on the left.
Click on the Plus button next to the device you’d like to mark it for selection, making sure to pay attention to the device’s catalog number and lot number. This will add them to the “Selected Inventory” section.
When you’ve selected all of the inventory you require (you can return to add more up until the Event is closed), click on the “Mark Devices” button, which will add the inventory to the Event Sales Order.
Click on the “Devices Used” tab to see the inventory you’ve added to the Event and make adjustments to the item details, such as Price, Usage Status, Single Use Status, or No-Charge. To modify other item details, click on the item to access its detail screen.
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NEW FEATURE!! NO-CHARGE CHECKBOX If for some reason an item was used but needs to be recorded as no-charge, you can now check the “No-charge” checkbox in the Devices Used Tab of your event. (See Below) |
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You may also now mark all items in a case as “No-Charge” using the No-Charge switch at the top of the screen.
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Log into the console and navigate to the event you would like to add the non-inventory line-item to.
Click on the Sales Order tab.
Next, scroll down the page until you see the “Additional cost or adjustments” section.
Then click on the “+” button.
Enter a description and price for your adjustment (It can even be a negative number).
Click “Save” and your adjustment will be added to the sales order!
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