Managing your Clinic’s Inventory Products and Variants

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Inventory > Items

This is where users can find a list of all the products and variants of the clinic as well as track the clinic supplies. Users can Create, Read, Update, and Delete these features accordingly.

Products

NOTE: Encounter management refers firstly to the list of patients who are inside the clinic and have current encounters. Users can view the encounters by filters per staff and status, as well as delete encounters, RUD queue trail, and end encounter. 

Steps to Manage Products

  1. To filter this view by product type:
    • Click the dropdown bar.
    • Search for the ID or the product name.
  1. To add a new product:
    • Click on the “+” button. 
    • Users will be redirected to the Create Product page.
    • Type in the product name.
    • Choose a product type or create a new one by clicking the “+” 
    • A prompt will appear to add a new product type. 
    • Click “Save” to add. 
    • The same process is done when adding a Product Brand. 
  1. To add tag:
    • Click the tags field.
    • Choose from the drop down list provided. 
    • Click “Save” to finalize.
    • Add description for each product type. 
  1. To generate variants:
    • enter a variant attribute name and the variant attribute value. 
    • Click the “+” button to add more variant attribute names and values. 
    • To delete:
      1. Click the delete icon 
      2. a prompt will appear confirming the action. 
    • Click “Generate Variants” to add the inputted variants.
  2. Input initial stock per variant. 
  3. Click “Save Product” to create product.
  1. To view more details about the product:
    • Click the product name 
    • Users will be redirected to the Product details page.

Variants

Next is the Product Variants. In this page, users can view the list of all the variants available for each clinic product. Users can filter this view by variants that are Sellable or Supplies using the dropdown bar on the upper left corner of the page, as well as search for the ID or the product variant for convenience.

Steps in Managing Variants

  1. To edit a variant:
    •  Click on the desired variant.
    • Users will be redirected to the Variant Details page. 
  1. Edit the variant details as well as the Variant attributes. 
  2. Tick the medicine box if the variant is a medicine
  3. Control which clinic should have access to that specific variant.
  1. Users can also add coverages and commissions for each variant. Specifically, they can add government insurance plans, HMO plans, company plans, and staff commissions similar to services. The process to add each of them is as follows:
  1. For Government insurance plans:
    • Click the “+” button.
    • Select the government insurance. 
    • Check whether the amount to be covered is known or not. 
      1. If not, then the amount and discount part will be disabled.
      2. Otherwise, users will be asked to input the amount and the percentage discount.
    •  Click add to include the coverage on the list. 
  1. For HMO coverage plans:
    • Click the “+” button.
    • Select the name of the partner. 
    • Check whether the amount to be covered is known or not. 
      1. If not, then the amount and discount part will be disabled.
      2. Otherwise, users will be asked to input the amount and the percentage discount. 
    • To upload a bulk list of coverages or company plans:
      1. Download the template from the import window
      2. Fill out the necessary details on the Excel file template
      3. Upload the file and then the system will automatically recognize the list of coverages and company plans.
  1. For staff commissions: 
    • Click the “+” button.
      1. Input the staff name to be commissioned and their percentages of the commission per private, HMO, or gov. Insurance by percentages. 
      2. Click “add” for the staff commission to be saved. 
    • To upload a bulk list of staff commissions:
      1. Download the template from the import window.
      2. After filling out the necessary details on the Excel file template, upload the file.
      3. The system will automatically recognize the list of staff commissions. 

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Last Updated On November 05, 2019

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