Step-by-Step Instructions

 

Setup Menu

 

Facility

Ø    How to add a new facility or modify existing facility information

Addresses

Ø    How to add new ship-to and bill-to addresses

Locations

Ø    How to add a new inventory location

Vendors

Ø    How to add a new vendor

Ø    How to add or modify information about a vendor

Ø    How to add a location specific ship-to account number and bill-to account number

Ø    How to setup a vendor for auto-faxing service

Ø    How to setup a vendor for auto-email service

Ø    How to setup up Facility Specific Vendor AP Number

Inventory

Ø    How to add products to the inventory master

Ø    How to associate inventory items to your vendors

Ø    How to associate inventory items to an inventory location

Ø    How to copy inventory location information into other locations

Ø    How to setup Future Pricing for a product

Ø    How to update inventory Location Cost

Ø    How to setup Disable Purchasing

Patients

Ø    How to add or manage patient information

Departments

Ø    How to add or manage department information

 

Doctors

Ø    How to add a Doctor

Procedures

Ø    How to add a Procedure

Organization Messages

Ø    How to setup and Use Dashboard Messages