SECTION:
1. Add a service
For adding a new laboratory service, imaging, medical procedure, surgery, anesthesia, etc. follow the next steps:
1. Open the window "Charge Master II".
2. Click on the button "New record".
3. Use the field "Product" to search and select it from the ECARESOFT standard database results.
Information of an imaging service.
4. Make the following changes in the fields of:
- Search key: It is mandatory to change it according to the codes of the hospital catalog.
- Name and description: It is optional to change this fields.
- UOM Min/Pack: It is recommended to change it to "Service" otherwise leave it with its current value.
- Type of product and CPT: Leave the field as it is.
- Product category: Select the category you want to use for sch product. If you are not sure of the category, you can consult with the accounting department because the category has the accounts associated with the products.
- Tax category: select the corresponding tax rate (e.g. 5% RATE).
5. After finishing with the aforementioned changes click on the button "Save".
Important!
In order to use the medication for a buying or selling operation it is mandatory to have the following configurations:
A. Selling price., mandatory.
B. Purchase price., only if required.
C. Cost., only when you are buying services.
D. Storage., only if you use "Service orders schedule".
Success. After finishing the aforementioned configurations.
You can use your service.
2. Add a package
For adding a new package, you must do the following:
- Open the window "Charge Master II".
- Click on the button "New record".
- Fill in the mandatory fields:
Search Key, name and description of the package.
Minimum/Package UOM, mandatory for packages.
Type of product, mandatory for packages.
Tax category: select the corresponding tax rate (e.g. 16% RATE).
- Product category: Select the category you want to use for such product. If you are not sure of the category, you can consult with the accounting department because the category has the accounts associated with the products.
4. Click on the "Save" button to finish adding the package.
General information of a package.
After finishing the aforementioned steps.
Capture the selling price and configure the content of you package to start using it.
3. Substitute product.
When a patient purchases a Package and this package contains Products associated with a Substitute, if the substitute has been applied to the patient encounter that will be considered part of the package.
Follow the next steps to use a Substitute product contained in a Package:
- Open the window "Charge Master II".
- Search the product that belongs to a package.
- Click on the product to see the details.
- Press on the tap Substitute.
- Click on the button "New record".
- Fill in the required information.
- Substitute, search and select the substitute product.
- UOM, unit of measurement of the original product. UOM substitute, unit of measurement of the substitute product.
- Equivalent quantity, quantity that substitutes according to the UOM of the original product.
7. Save the information.
After finishing the aforementioned steps.
You will be able to apply the product to the patient encounter.
4. Add new materials
For adding a new healing material or of any kind, you must do the following:
1. Open the window "Charge Master II".
2. Click on the button "New record".
3. Fill in the mandatory fields.
- Search key, identification and search code.
- Name, name and description of the material.
- UPC code, optional to read/write the barcode of the product.
- Minimum UOM, unit to move the product (e.g. Piece)
- Package UOM, package to buy te product (e.g. Box with 25)
- Type of product, mandatory to select "Item".
- Tax category, select the corresponding tax rate (e.g. 16% RATE).
- Product category: Select the category you want to use for such product. If you are not sure of the category, you can consult with the accounting department because the category has the accounts associated with the products.
- Storable: It is important to tick this checkbox to set the product to be in the inventory management.
4. Click on the "Save" button to finishing adding the new material.
General information of a material.
In order to use the material for a buying or selling operation it is mandatory to have the following configurations:
A. Selling price., mandatory.
B. Purchase price., mandatory when you buy the product from suppliers.
C. Cost., only when you manage inventory and accounting.
D. Storage., only if you have a warehouse to supply this product to other areas or departments.
After finishing the aforementioned steps
You'll be able to use your material.
