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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. 

  • In the Case Overview screen click on “Review Device Usage Ticket” 

  • 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. 

  • 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. 

Note: If your keyboard is hiding the second box for the Provider Representative Signature, click “return” to hide the keyboard and scroll down. 

  • Click Submit and the case will be considered “Closed”

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

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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