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In the Case Overview screen click on “Review Sales Order”
You can search the ticket if there are too many devices to scroll through or if questions arise about a particular item.
As you look at the devices you can see their usage status (i.e. Implanted, Used, Damaged, etc.).
You can also see the listed price of each item. You can edit the price by clicking on the “edit” icon next to each price.
Note: Sales users may not be able to modify pricing if it is a contract price saved by the organization. Sales users are able to override contract pricing only in the cases where the device status is “In/out” or “Damaged/waste”.
You may also change a device from “Single Use” to “Reusable”. A single use device will be removed from your inventory at the end of the case, whereas a reusable device will be returned to your inventory for further use.
Once you’ve confirmed the devices used in the case, return to the top of the screen and click on “Sign & Close”
Then you and the surgical team representative will type your name and sign in the box below with your finger.
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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:
Note: Sales users may not be able to modify pricing if it is a contract price saved by the organization. Sales users are able to override contract pricing only in the cases where the device status is “In/out” or “Damaged/waste”.
Once the Case is over and sales 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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