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CASE IS PERFORMED (Sales User - vTrakr)

The time has come to perform the case and record device use and process the sale: 

  1. 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!

    1. 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. 

  2. Click on the “Device Usage Ticket” tab to view any items that have been marked as used in this Event. 

  1. 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” button in the upper right hand corner. 

  2. Then search for either a container or a loose device using the search prompts. Click on the device you’d like to mark it for selection, making sure to pay attention to the device’s catalog number and lot number. 

  3. Once you’ve checked the boxes next to your devices, click “Add” to select them. 

  4. Click “Mark Devices” in the lower right corner to add them to the Device Usage Ticket.

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