📝 Overview
This article explains the difference between system level and location level inventory in ChiroHD, the process to access and set up inventory items, and how moderation functions for location-based inventory.
System-Level Inventory vs Location-Level Inventory
System-Level Inventory creates a master inventory list that can be accessed by all locations within your organization.
This is the recommended setup for:
Single-location clinics
Multi-location organizations that sell the same products across all locations
Most organizations should create and maintain inventory items at the system level.
Location-Level Inventory is designed for products that are sold only at a specific clinic location.
Inventory items created at the location level are available only within that location and are not shared with other clinics in the organization.
Use Location-Level Inventory when:
A specific clinic sells unique products that other locations do not carry.
Inventory needs to be managed independently from the organization-wide inventory list.
Accessing System-Level Inventory
Navigate to the System Dashboard, System Settings, Inventory.
Accessing Location-Level Inventory
Navigate to your Live Location, Settings, Inventory.
What items are considered Inventory in ChiroHD?
Inventory refers to physical products that your office sells to patients, such as supplements, braces, pillows, and other retail items.
This is different from services, which are procedures performed by a provider, such as adjustments, examinations, or X-rays.
Moderate Location Inventory System Configuration Toggle
ChiroHD includes a setting called Moderate Location Inventory that allows system administrators to review and approve location-level inventory items.
Please see our other resource on Moderate Location Inventory System Configuration Toggle if you have further questions about this feature.
Best Practice
For most organizations, inventory should be maintained at the System Level to ensure consistency across locations and simplify inventory management.
Use Location-Level Inventory only when a specific clinic needs to sell products that are not shared with the rest of the organization.
✅ Key takeaways
Inventory in ChiroHD includes physical products sold to patients, separate from services.
System-level inventory is best for organizations selling the same products at all locations; manage these items centrally for all clinics.
Location-level inventory is ideal for clinics with unique, location-specific items.
Moderate location inventory setting allows system admins to approve any new inventory items added at the location level before they become available.
📌 Conclusion
System level inventory in ChiroHD centralizes your item management, while location-level inventory offers flexibility for unique product offerings. Utilize the moderate location inventory setting to maintain oversight and control within your practice.