If you sell medications, supplements, lab kits, retail products, or other inventory out of the office, you can use Cerbo to:
- Dispense inventory items while adding the relevant charge(s) to the patient's chart.
- Track stock levels and dispensing history.
- Generate Purchase Orders to send to vendors for reorders, visualize which items have been reordered but are pending receipt from your vendors, and restock easily from POs once the order is received.
- Note that inventory in Cerbo is not suitable for tracking bulk ingredients that are combined in the office (e.g. for IVs or tinctures) or office supplies that are utilized in procedures but not directly purchased by the patient.
For more information, see Inventory Management in Cerbo.
General
Send a daily email summary of "low stock" inventory items
You can set the level at which each inventory item is considered "low stock." That should correspond to the level at which you'd generally re-order that item. You can use the filters in the inventory management window to see all items that are at or below their low stock level. And use this settings toggle to turn on a daily email summary of all "low stock" inventory items, and specify the email address to send that to.
Track supplement inventory by lot/expiration (like medications are tracked)
Medications inventory in Cerbo is tracked by lot number and expiration date. With each restock creating a separate inventory entry. Supplements are not tracked by lot number and expiration date by default. But you can use this toggle to track supplements by lot number and expiration date, in which case restocking a supplement will create a separate inventory entry for the new lot.
Inventory management display (Admin > My Inventory)
The Show finished/discontinued box in the Inventory Management window should be checked or unchecked by default
When any item that is tracked by lot number and expiration date goes to zero in stock, it is automatically marked as "finished" and can no longer be dispensed (even if the number in stock is subsequently manually adjusted).
Discontinued items are those that are manually discontinued from your inventory.
When the "Show Finished/ Discontinued" box is unchecked, finished and discontinued inventory items will not show up in the inventory management window at all. When this box is checked, finished and discontinued items appear in the list, in red.
Show or hide the Wholesale/Retail Pricing columns in the Inventory Management window
If Shown is selected, then wholesale and retail prices columns appear at the right of the inventory window, displaying the wholesale and retail prices of inventory items.