Add Supplies

Complete the steps below to add or review a Supply for a Patient.

1. Go to Patient > Patient Search and select the applicable Patient.

2. In the Patient Profile, select the Supplies link from the left-navigation menu.

3. The Supplies page opens. Click the Search button to review Supply records applied to the Patient. Each record contains the expense details to include the following:

   Supply Date Supply Type Quantity Rate

   Total Billable Contract Export Code

   Invoice Invoice Entry Date

   

4. Click Add to add a new Supply.

5. The Add Supply window opens. Complete the required fields.

   

   Field	Enter the…
   *Supply Type	(Required) The type of supply used. Values for this field are created using the Reference Table functionality.
   *Date	(Required) The date of the visit when the supplies were used.
   *Quantity	(Required) The amount/how much of the Supply was used.
   *Contract	(Required) Select the applicable Contract that authorized the visit; to be billed for the supplies.
   If the Supply is billable, select the checkbox and complete the following fields.
   *Supply Rate(s)	(Required) cost of a single supply item.
   Supply Total	The Supply Rate(s) multiplied by the Quantity.
   *Export Code	(Required) the supplies Export Code.

6. Click the Save & Close to finalize.

   Once saved, the Supply is listed.