Associating items to a department

  1. Follow the steps in Searching for a department
  2. Select the check box corresponding to the department to be viewed.
  3. Select Associate Items in the menu.

    Department Item Management panel is displayed.

  4. Click Find Item.

    The Find Items dialog box is displayed.

  5. Select the item(s) to be added and click Add.

    The item(s) is displayed in the associated item table.

    Note: In the Item field, specify the Item Number, Manufacturer Number or the GTIN/HIBC; scan the bar code or click the search icon. The autocomplete function displays the matching entries when specifying the Item Number, Manufacturer Number, or Description.
    Note: The autocomplete and find item functions may be used to add special items to a department. This is necessary for special item replenishment.
  6. Specify the Charge Code, HCPC, or Patient Price.
    Note: Associating items with no Charge Code to a Department is allowed. However, these cannot be charged during Review of Case for Billing.
    Note: The Charge Code is automatically created using uppercase characters.
  7. Select the check box under the Chargeable column if this item will be chargeable.
  8. Edit the Tracking, Expiration at Receipt, and Expiration at Issue as needed.
    Note: You can only change tracking if these three conditions are met:

    • QOH for this item is zero in the department

    • There are no inventory count variances for this item across in the department

    • There are no saved cases containing this item in the department (released cases are OK)

  9. Save your changes.
    For more information on how to associate items to departments in bulk, see the Mobile Solutions Data Batch Upload User Guide.