If you sell inventory out of the office, you can use Cerbo to:
- Dispense inventory items in the course of adding the relevant charge(s) to the patient's chart.
- Track stock levels and dispensing history.
- Generate Purchase Orders to send to your vendors for reorders, and track amounts that are pending receipt from your vendors.
- Use the Undispensed Inventory Report to track items that patients paid for, but that were not dispensed from inventory. This is used, for example, because you're ordering items for drop shipping to the patient directly, or because you were temporarily out of stock and will mail to the patient or have them pick up when you receive your next shipment (at which point you can dispense from that Undispensed Inventory report as you order/ ship/ the patient picks up).
Medications inventory is tracked by lot number and expiration date, with each restocking creating a new inventory line item for that specific lot/ expiration of the medication.
Supplements inventory and other types of inventory by default do not have the lot number and expiration date, and restocking would just add stock to the current inventory line item rather than creating a separate line item. However, supplement and other inventory can be set up to be tracked more like medications, with tracking/ stocking by lot number and expiration.
Generally, the way that inventory works in Cerbo is that the inventory item connects to
- A prescribable item - generally a medication or supplement but it may be a product that you recommend, and
- A charge in your Charge List.
However, you can also have "General" inventory that connects only to a charge in your Charge List, but not to any specific prescribable item.
- Note about Lab Kits: lab kits are "General Inventory" for inventory purposes, but connect up to the relevant prescribable item (the lab order) by the lab kit charge being associated with both an inventory item and an orderable lab item. That is, the inventory item for lab kits is NOT connected directly to the relevant orderable lab item, but only to the charge. When you add an order with the charge associated, you will have the option to add the associated charge. Having that same charge associated with a General Inventory item means that adding the charge will, in turn, dispense from inventory.
Because you can dispense from only one inventory item when you add the applicable charge to the patient's chart, the inventory system is not suitable for tracking your stock of raw ingredients that you combine into mixtures, like IV ingredients or raw materials that go into custom tinctures.
Adding and Editing Inventory
Inventory items are set up slightly differently by type - medication, supplement, or supplies/other inventory items - and the linked help sections give more information about adding and managing each type of inventory item.