Once inventory has been marked as used and sales have been recorded, it’s time to close the casesubmit the Event for billing and close it. This involves reviewing the sales order Devices Used Tab for accuracy (ideally, alongside a member of the surgical staff to also get provider sign-off) and submitting the case for billing. Once the case has been closed you have a number of options for sharing the sales order.
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Closing the Case in the Console (and ConnectSx Mobile)
Sharing the Sales Order in vTrakr
Sharing the Sales Order in the Console (and ConnectSx Mobile)
How do I know if the sales order has already been sent?
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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:
Once the Case is complete over and the device usage ticket has been generatedsales have been recorded in the devices used tab, click “Submit for Billing”.
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.
You may initiate a replenishment request during this step by checking the “Request Replenishment Checkbox.
If you opt to request replenishment, after you click “Submit for Billing” the request replenishment workflow will launch.
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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The Recipient email will auto-populate to the First Billing Contact Email listed for that Facility in the Directory. If this is not who should be receiving the email, select the correct contact using the “All Emails” drop down menu or type in the desired recipient’s email address. |
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We’ve heard that it would be nice to have a way to confirm that a sales order has been shared. Well, we added a timestamp (shown below) of the most recent time the Sales Order has been shared.
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