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Doctor 1 min read

Inventory

Receive a delivery, correct a count, and see what needs ordering. Issuing to a patient happens on the visit.

On this page

Inventory is medication kept at the practice. It is stock on the shelf, not a prescription. Receiving stock, correcting a count, and issuing stock during a visit are doctor actions.

  1. 1
    Open More → Inventory.

The top counts show medications, units on hand, items that need ordering, and items that are out of stock.

Receive a delivery

  1. 1
    Under Receive a delivery, search the registry or type a name.
  2. 2
    Add optional Notes (strength, pack size, or where it is stored, for example 500 mg tablets, fridge).
  3. 3
    Enter Quantity received.
  4. 4
    Set Reorder at or below. You are flagged when stock reaches this number.
  5. 5
    Click Add to shelf.

If that medicine is already listed, the quantity is added to it.

Stock on hand

Use the search box (Search name, description, or NAPPI) and the filters All, Needs ordering, and Out of stock.

Click a row to receive more stock, or to edit the line.

Receive stock

Adds a delivery to the current quantity.

Name and notes

The label and the note you stored with it.

Quantity on hand

A stock-count correction, not a delivery.

Reorder level

You are flagged when stock reaches this number.

Click Save details after an edit.

Needs ordering

Needs ordering lists items at or below the reorder level. Click one to receive more.