📝 Overview
This article guides you through managing inventory items within ChiroHD, including adding, adjusting, and tracking your inventory.
📂 Accessing Inventory Management
Navigate to Settings
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.