ChiroHD

Inventory can be added from the System Dashboard or directly from a specific location.

For users managing a single location or for multi-location groups offering uniform inventory items across all locations, ChiroHD recommends adding inventory at the System Level. Here’s how to do it:

Navigate to: System Settings &gt; Inventory.

Click “Create New Inventory Item.”

- Name: Specify the item name.
- Default Cost: Enter the cost to the clinic.
- Default Price: Enter the price you will charge the patient.
- Category: Select the appropriate category for the item:
 - Supplement
 - DME
 - Weight Loss
 - Misc
 - Lab Test

- If using a USB UPC scanner, click into the UPC field and scan the item’s barcode. The UPC code will be automatically populated.
- During patient transactions, scanning this barcode will add the item to the patient’s invoice, simplifying the checkout process.

- Add any related CPT code and modifier as necessary.

1. Log into your System Dashboard.
2. Navigate to: System Settings &gt; Inventory.
3. Click “Create New Inventory Item.”
4. Enter the Inventory Item Details:
 - Name: Specify the item name.
 - Default Cost: Enter the cost to the clinic.
 - Default Price: Enter the price you will charge the patient.
 - Category: Select the appropriate category for the item:
 - Supplement
 - DME
 - Weight Loss
 - Misc
 - Lab Test
5. Add UPC Code (Optional):
 - If using a USB UPC scanner, click into the UPC field and scan the item’s barcode. The UPC code will be automatically populated.
 - During patient transactions, scanning this barcode will add the item to the patient’s invoice, simplifying the checkout process.
6. Include Associated Codes:
 - Add any related CPT code and modifier as necessary.

If your clinic is part of a multi-location group and you need to manage inventory unique to your specific location, you can add items within the location settings:

Navigate to your location in ChiroHD.

Follow the steps to create and categorize your inventory item.

1. Navigate to your location in ChiroHD.
2. Go to: Settings &gt; Inventory.
3. Follow the steps to create and categorize your inventory item.

ChiroHD supports the use of USB UPC scanners to streamline inventory management and sales:

Scanner Setup: Install the UPC scanner following the manufacturer’s instructions.

Transaction Screen Use: You can use the scanner in the patient profile to add items directly to invoices.

Recording UPC Codes: When creating an inventory item, use the scanner to populate the UPC code field.

- Scanner Setup: Install the UPC scanner following the manufacturer’s instructions.
- Transaction Screen Use: You can use the scanner in the patient profile to add items directly to invoices.
- Recording UPC Codes: When creating an inventory item, use the scanner to populate the UPC code field.

If you need to remove a duplicate item or merge inventory entries, follow these steps:

Click “Merge Inventory Items.”

In the left box, select the Inventory Item you want to keep.

In the right box, select the Inventory Item you want to merge.

1. Click “Merge Inventory Items.”
2. In the left box, select the Inventory Item you want to keep.
3. In the right box, select the Inventory Item you want to merge.
4. Click “Submit.”

Note: Merging inventory items updates the patient ledger to reflect the item you merged into, replacing the previous item name.

Inventory can be added from the System Dashboard or directly from a specific location.

Adding Inventory at the System Level

Adding Inventory at the Location Level

Using a USB UPC Scanner

Merging Duplicate Inventory Items