📝 Overview
This article provides a concise, step-by-step guide to creating inventory items at the system level in ChiroHD. Use this process when you need to make inventory items available throughout all your clinic locations and ensure standardized information for reporting and billing.
Purpose of System-Level Inventory Items
System-level inventory items are accessible from all clinic locations, ensuring consistency in inventory tracking and reporting.
Assigning details such as item name, cost, retail price, and codes supports streamlined operations, accurate billing, and inventory control.
Please see our other Resources on Inventory Items if you have further questions.
Accessing Creating New System-Level Inventory Items
Navigate to the System Dashboard, System Settings, Inventory, Create Inventory Item.
Creating New System-Level Inventory Items Settings
A. Item Name: Input a clear and consistent name (e.g., Vitamin D or Posture Pump).
B. Retail Price: This is what the patient pays at the clinic.
C. Default Cost: This represents what the clinic pays the vendor for the item, supporting accurate reporting.
D. Description (Optional): Add a description for internal reference if needed.
E. Add UPC - If using a UPC scanner, place your cursor in the UPC field and scan the barcode. Alternatively, manually enter the code.
F. Taxable Status - By default, inventory items are taxable. Adjust this if your item is not taxable.
G. Active/Inactive Status
Active – Available for use and sale.
Inactive – Hidden from normal selection and unavailable for new transactions.
H. Assign Category - Select the appropriate category, such as supplement, DME, or weight loss.
I. Place of Service: If needed, enter a place of service code.
J. CPT Code: If billing with insurance, add a CPT code.
K. Modifiers: Optionally, add up to two modifiers if the item is billed with insurance.
Save the Inventory Item - After completing all fields, click save. The new item is now available to all locations unless marked inactive.
Merging Inventory Items
Under system defaults, you can merge similar inventory items to keep the list clean.
Navigate to your System Dashboard, System Settings, Inventory, Merge Inventory Items.
ChiroHD will display a warning prior to proceeding.
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.
✅ Key takeaways
Creating system-level inventory items in ChiroHD ensures consistency across all locations.
Accurately entering item names, costs, and codes supports reporting and billing.
Utilize optional fields for even more detailed inventory management.
Review pending requests and merge duplicates when needed for streamlined operations.
📌 Conclusion
Following these steps ensures your clinic’s inventory remains organized and readily accessible across all locations. Leveraging the complete set of ChiroHD inventory features enhances efficiency, reporting, and overall inventory control.