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Inventory

Track, update, and manage inventory seamlessly within ChiroHD to support efficient daily operations.

Updated over a week ago

📝 Overview

This article guides you through managing inventory items within ChiroHD, including adding, adjusting, and tracking your inventory.


📂 Accessing Inventory Management

  1. Navigate to Settings

  2. Select Inventory

You’ll see two sections:

  • System Inventory Items: Managed by your franchise system

  • Location-Specific Inventory Items: Unique to your individual location


🛒 Requesting New Inventory Items

If your franchise moderates inventory:

  • Click "Request New Inventory Item"

  • Complete and submit the request form

📌 Note: Requests are sent to your franchise administrative office, not ChiroHD. Contact your corporate office for follow-ups.


🧾 Inventory Display

✔️ Checkbox: Indicates if the item is carried by your office and visible when adding charges to patient ledgers

  • Checked = Item is visible

  • Unchecked = Item is hidden


🔄 Managing Inventory Quantities

✏️ Adjustments

To correct inventory counts:

  • Click Adjust beside the item

  • Select an Adjustment Type:

    • Positive/Negative: For discrepancies

    • Write-Off Negative: For intentional write-offs (e.g., samples, raffle prizes)

  • Enter the quantity (negative to reduce)

  • Click Submit


📦 Adding Shipments

To add received stock:

  • Click Shipment beside the item

  • Enter received quantity and per-unit cost

  • Click Submit

📌 This does NOT place product orders—it only updates ChiroHD after items are received.


📜 Viewing Inventory History

Click History to view:

  • Adjustments

  • Shipments

  • Write-offs


💲 Pricing and Tax

  • Click on item names (blue text) to set or edit prices

  • Set custom retail prices and indicate if items are taxable


🔍 Searching Inventory

Use the Quick Filter box to easily find specific items—especially useful for large inventories.


✅ Key Takeaways

  • Access inventory settings via Settings > Inventory

  • Adjust quantities, add shipments, and log write-offs directly in the dashboard

  • Use checkboxes to control visibility of items for patient billing

  • Track historical inventory changes for accountability

  • Set custom prices and tax status per item

  • Use the Quick Filter for fast item lookup


📌 Conclusion

By effectively managing your inventory in ChiroHD, you ensure accurate tracking, reduce errors, and maintain smooth daily operations. Utilize the tools available for inventory visibility, shipment logging, and quantity adjustments to stay organized and efficient.

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