Stock Management
Stock management can occur on any of the status boards by either clicking on the carrot (🔽) or 3-dot menu to the left of the product.
Clicking on the carrot opens the Current Inventory Counts for that product and displays any Lot, Exp Date, Inventory Location, Quantity and Last Count of that product.
The plus sign (➕) next to Current Inventory Counts opens the Create Stock module. This allows you to add quantities to the product without having to make a purchase order. Each Stock that is created can be associated with a Lot number and Exp Date, and allows you to add the Stock to different locations within the hospital.
Utilizing the 3-dot menu to the left of the product allows you to access the Inventory History, Create Stock, or Mark (the product) as Backordered. When a product is marked as backordered it will automatically appear on the Backordered Dashboard.
The Inventory History modal allows you to view a product’s lifecycle including purchases, cycle count changes, and depletions. Within this modal you are able to search by Date, Type, Lot #, Exp Date, Amount, Staff and Notes. Columns can be filtered, sorted, pinned, and hidden as needed.
The 3-dot menu next to the search bar will allow you to download a .CSV file of the product history.
💡 ProTip: You can create Product Bundles in Instinct EMR so that consumable goods can be removed from inventory when a product is used. Example: IV Catheter Placement includes a list of the different catheter sizes to choose from to deplete the inventory in Stockroom. See our EMR Administrator Guide and Treatment Sheet Guide for more details!