Volume. Revolutionary. Online. Cool. Inventory

Transcription

1 Volume Revolutionary. Online. Cool. Inventory

2 H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN

3 Table of Contents To view information for any subject found in the Table of Contents, simply click on the appropriate subject and you will be taken directly to the corresponding page. To return to the Table of Contents from any area in the document, scroll to the bottom of any page and click on the Table of Contents link. ADD A PRODUCT CATEGORY... 2 EDIT A PRODUCT CATEGORY... 3 ADD A PRODUCT... 5 IMPORT A PRODUCT...15 IMPORT A FRAME...15 IMPORT A CONTACT LENS...17 EDIT A PRODUCT...19 ADD A CPT SERVICE...21 EDIT A CPT SERVICE ADD OTHER SERVICE EDIT OTHER SERVICE INDEX i

4 Section In this section, the user will be able to justify the inventory as it relates to available products as well as tracking products that must be credited from return. NOTE The Inventory Module is found under More in the list of Modules located at the top of your screen Add a Product Category Step 1 Open the Inventory Module Step 2 Click Products Step 3 Click Quick Add 2

5 Step 2 Step 3 Step 4 Enter the new Category Name Step 5 Click Update Step 4 Step 5 Edit a Product Category Step 1 Open the Inventory Module Step 2 Click Products 3

6 Step 3 Select the appropriate Product Category Step 4 Click Quick Edit Step 2 Step 3 Step 4 Step 5 Enter changes/updates to Category Name Step 6 Click Update Step 5 Step 6 4

7 Add a Product Step 1 Open the Inventory Module Step 2 Click Products Step 3 Select the appropriate Product Category Step 4 Click Add Product Steps 2 & 3 Step 4 If the appropriate manufacturer does not appear in the drop down menu continue to Step 5 If the appropriate manufacturer does appear in the drop down menu skip to Step 8 Step 5 Click 5

8 Step 5 Step 6 Review the All Manufacturers list on the left This step will help avoid duplicate entries If the manufacturer you wish to add appears in the list, double click on the name and skip to Step 10 If the manufacturer does not appear in the list continue to Step 7 6

9 Step 7 Enter the Manufacturer Name Step 8 Click the check box to add a checkmark to all products that are distributed by this manufacturer Step 9 Click OK NOTE The list of manufacturers will filter as you type the new manufacturer s name. If the name you are trying to enter appears in the list on the list double click on the name. Do not enter a manufacturer manually if that manufacturer appears in the listing on the left. Step 7 Step 8 Step 9 Step 10 Select the Brand from the drop down menu This step is optional If the Brand you wish to enter does not appear in the drop down continue to Step 11 If the Brand you wish to enter does appear in the drop down skip to Step 14 7

10 Step 10 Step 11 Click next to Brand Step 11 Step 12 Enter the Brand name you wish to add Step 13 Click OK 8

11 Step 13 Step 12 Step 14 Select the Collection from the drop down menu This step is optional If the Collection you wish to enter does not appear in the drop down continue to Step 15 If the Collection you wish to enter does appear in the drop down skip to Step 18 Step 14 Step 15 Click next to Collection 9

12 Step 15 Step 16 Enter the Collection name you wish to add Step 17 Click OK Step 16 Step 17 Step 18 Click the HCPCS search icon This step is optional 10

13 Step 18 Step 19 Enter all or part of the desired HCPCS code The list will filter based on your entry Step 20 Click Search Product Code Step 21 Select the appropriate code Step 22 Click OK 11

14 Step 19 Step 20 Step 21 Step 22 Step 23 Enter Model Step 23 Step 24 Enter Invoice Description This step is optional The invoice description is the description of a product that will appear on an invoice 12

15 If no invoice description is entered the invoice will list manufacturer and model as the description Step 24 Step 25 Enter Wholesale Price Step 26 Enter Multiplier This step is optional This step is optional The multiplier is a number designated by your practice to consistently price products The multiplier can be used with or without an additional amount The retail price will fill automatically, and round up to the next even dollar amount based on any combination of wholesale price, multiplier and additional amount Step 27 Enter Additional Amount This step is optional The additional amount is a dollar amount designated by your practice to determine a retail price. The additional amount can be used with or without the multiplier 13

16 The retail price will fill automatically, and round up to the next even dollar amount based on any combination of wholesale price, multiplier and additional amount Steps 25, 26, 27 Step 28 Select Tax from the drop down menu This step is optional For more information on taxable items go to Administration Module Locations Add a Practice Step 29 Click Update Step 29 14

17 Import a Product NOTE There are currently two databases available for product import. Frames Data for Eyeglass Frames, and Eyedock for Contact Lenses Import a Frame Step 1 Open the Inventory Module Step 2 Click Products Step 3 Click Eyeglass Frames Step 4 Click Import Product Steps 2 & 3 Step 4 Step 5 Enter the appropriate search criteria above the blank list on the right Step 6 Click Search You may search by Manufacturer, Brand, Collection or Model 15

18 Step 5 Step 6 Step 7 Click and drag the appropriate frame from the list on the right to the list on the left When you see the the frame will add to the list on the left Step 7 16

19 NOTE To select more than one frame at a time click on the first frame you wish to import, hold down the shift key and click on the last frame you wish to import. All frames listed between the first and last will highlight. This highlighted section can then be dragged to the list on the left. Import a Contact Lens Step 1 Open the Inventory Module Step 2 Click Products Step 3 Click Contact Lenses Step 4 Click Import Product Steps 2 & 3 Step 4 Step 5 Enter the appropriate search criteria above the blank list on the right Step 6 Click Search You may search by Manufacturer, Brand, Collection or Model 17

20 Step 5 Step 6 Step 7 Click and drag the appropriate frame from the list on the right to the list on the left When you see the the contact lens will add to the list on the left Step 7 NOTE To select more than one contact lens at a time click on the first contact lens you wish to import, hold down the shift key and click on the last contact lens you wish to import. All frames listed between the first and last will highlight. This highlighted section can then be dragged to the list on the left. 18

21 Edit a Product Step 1 Open the Inventory Module Step 2 Click Products Step 3 Select the appropriate Product Category Step 4 Select the appropriate product from the list Step 5 Click Open You may also simply double click on the appropriate product to open. Step 4 Steps 2 & 3 Step 5 Step 6 Click Edit 19

22 Step 6 Step 7 Enter all changes/updates Step 8 Click Update Step 8 20

23 Add a CPT Service Step 1 Open the Inventory Module Step 2 Click Services Step 3 Click CPT Services Step 4 Click Add Service Steps 2 & 3 Step 4 Step 5 Click the CPT Search button Step 5 21

24 Step 6 Type in all or part of the appropriate code Step 7 Click Search Service Step 7 Step 6 Step 8 Click on the appropriate code and description Step 9 Click OK Step 8 Step 9 22

25 Step 10 Enter a fee This step is optional Step 11 Select Tax from the drop down menu This step is optional To learn more about Tax see Administration Module General - Locations Step 12 Select Modifier from the drop down menu Step 13 Click Update This step is optional Step 12 Steps 10 & 11 Step 13 Edit a CPT Service Step 1 Open the Inventory Module Step 2 Click Services Step 3 Click CPT Services Step 4 Select the appropriate CPT Service 23

26 Step 5 Click Open You may also simply double click on the appropriate code to open Steps 2 & 3 Step 4 Step 5 Step 6 Click Edit Step 6 Step 7 Enter all updates/changes Step 8 Click Update 24

27 Step 8 Add Other Service Step 1 Open the Inventory Module Step 2 Click Services Step 3 Click Other Service Step 4 Click Add Service Steps 2 & 3 Step 4 25

28 Step 5 Complete the required fields Name and Short Description are the required fields in this screen To learn more about Tax see Administration Module General - Locations Step 6 Enter all other known information Step 7 Click Update Step 5 Step 7 Edit Other Service Step 1 Open the Inventory Module Step 2 Click Services Step 3 Click Other Service Step 4 Select the appropriate Service Step 5 Click Open You may also double click the appropriate service to open 26

29 Steps 2 & 3 Step 4 Step 5 Step 6 Click Edit Step 6 Step 7 Enter all changes/updates Step 8 Click Update 27

30 Step 8 28

31 Section Index C Contact Lens Import CPT Service Add Edit F Frame Import O Other Service Add...25 Edit...26 P Product Add...5 Add a category...2 Edit...19 Edit a category...3 Import