To enhance the process of decrementing inventory not tied to a Patient Agreement, functionality has been added to MotionMD® called Inventory Usage. If inventory is used that may or may not be dispensed to a patient, the current process is to manually decrease the On-hand quantity of the Item(s) by editing the stock record and decreasing the On-hand total. If the total falls below the set Par Level the Item(s) will appear ready to be Ordered on a Restock. This manual decrement can still be completed, but if there are a large quantity of Items our new functionality will speed up the ability to decrement the On-hand levels.
In order access the new Inventory Usage functionality a designated role was created that is assigned at our Administrator level. A Key Account Contact or manager should submit a Help Ticket within MotionMD requesting the role to be assigned to specific User(s) within their account.
Starting a New Usage Batch
From the Inventory Locations list page click the Add Usage button under the Inventory Location.
or from the Actions section within a specific Inventory Location click the Add Usage link.
A form will open called Add Usage showing the Inventory Location the Items will be decremented from.
The top of the form has an input field where full SKUs can be manually typed or automatically populated from a scanner by scanning SKU bar codes.
As SKUs are entered they will show in a list format with the most recent SKU at the top. Each SKU entered creates a single line item on the form; this is so any entered SKU can be tied to a Provider or Patient. The Provider field will start to populate as you type the Provider’s name. The Notes field can be used for any additional information, like Patient. The Provider and Patient fields are optional. When all Items have been entered or scanned click the Submit button.
After clicking the Submit button a pop up appears to confirm the submission of the Items on the form. Click OK if you want to proceed in having the items listed decrement the stock record(s).
Inventory Usage Activity Log
To see a list of all submitted Usage batches, click the Inventory dropdown and select Inventory Usage.
This page will list an Activity Log of all Submitted Usage batches, the quantity of items, date/time stamp, user who submitted the form and the Inventory Location it’s tied to.
Clicking the View button will show a list view of all the items from that Usage batch. This page is a view only page
Usage Report
To download a report of Usage batches, click the Reports tab in the header and select Product Usage (Batch). Select All Locations or Custom and Date Range > Download CSV
**PRINTABLE PDF AVAILABLE**