Simply add the traceability information to a procedure and you won't need to manually update your inventory as the system will automatically do it for you.
In this article, you'll find instructions on how to:
A. Add Traceability Information to a Procedure via the Website
B. Add Traceability Information to a Procedure via the App
C. Update Traceability in Inventory via the Website (if you're getting the No Data error message)
Once you're on the patient's timeline, search for the procedure you want to add the traceability information to. Click on Traceability in the bottom right.
On the next page, you'll need to click on Add Traceability Info at the top and then select the Lot Number/Batch ID and the total number of units you added to the procedure. Once this is done, your inventory will be automatically updated.
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Once you're on the patient's timeline, search for the procedure you want to add the traceability information to. Hit TRACEABILITY INFO in the bottom right.
On the next page, you'll need to hit Traceability at the top and then select the Lot Number/Batch ID and the total number of units you added to the procedure. Once this is done, your inventory will be automatically updated.
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If Lot number and Expiration is toggled on and you still get the No Data error message, check if the product is available at the location selected for the procedure.
If you confirm that there's no stock at the location selected for the procedure, simply select the clinic > Options > View Batches > +Add.