There are
several inventory reports that provide valuable information to help manage
inventory within the clinic. Use these reports to track items that have sold,
those not sold, items requiring reordering, and transactions such as adding in
new stock and tracking those expired.
Find these
reports under reports > inventory:
- Items
sold – Shows all goods sold, filter by company and date ranges as required.
- Items
not sold – Shows all goods that have not sold during a specific date range.
- Reorder
– Shows quantity of goods on hand, including the reorder quantity, those
requiring reordering have an asterisk next to them. This report also shows the
cost and retail prices listed from the inventory setup.
- Additions/deletions
– shows all transactions processed, filtering by company and date ranges.
- Items
expired – Shows all inventory items that have expired, this is using the
expiration date entered in the transaction window when entering new stock.
Related Articles
Report central
Healthquest incorporates a wide range of pre-built reports, allowing convenient access for clinic personal to access based on their assigned privileges. All reports are found in the report central, click on reports from the tabletop tool bar. Reports ...
Add new products to inventory
Add new products not currently listed as inventory using inventory setup (admin menu > inventory > inventory setup). *Note, when receiving new stock of an existing item, this will be updated in the Inventory transaction window NOT the inventory setup ...
Submitting WCB reports
When each WCB report has been completed click the Submit button, located below the Print Patient Copy button. If there are any errors in the report a popup message will appear that the report validation has failed. Click OK and the Rapid Report ...
Managing inventory
Let Healthquest keep track of how much inventory is on hand, by entering the new stock when it arrives, and subtracting inventory as it is sold. Open the inventory transactions window (admin > inventory > add/delete inventory. Editing inventory could ...
Pick docs grid
This report shows all the employees’ permissions per doctor. It will also enable you to make changes to multiple employees and doctors at the same time. Grant permissions to employees, allowing them access to appointments, billing, and financial ...