2. Type in your (username, password and click LOGIN) SITE ID is only needed for users that have access to multiple locations.
Users must login at least once a month to avoid being disabled in the system
To Assign Pellets Administered to Patients:
1. Click the DISPENSING tab, then click "New Order" or "Dispense"
2a. First Time Patient:
Required fields areRED. Type in patient?s FIRST NAME, LAST NAME, DOB, & GENDER.
Select Provider via drop down menu (if only one provider you will skip this step).
Click CART
2b. Existing Patient:
Enter in patient?s last name in the existing patient search box & click patients name when it appears.
Select the Provider via the drop down. *If there is only 1 provider you will not see this option.
Select Discount Type for patient if applicable.
Click Cart or Proceed to Cart
Click "Services" to choose the desired procedure type.
Choose the procedure type by clicking on the ?shopping cart? icon.
Click ?Inventory? for list of pellet strengths
Select the correct pellet lot # by clicking on the shopping cart icon.
Enter the quantity administrated to patient and click Submit.
*Continue steps 8-10 until you have recorded all pellets that were administered to the patient.
Then, click update.
Once all of the item(s) are loaded in the cart, click CHECKOUT on the left or the Checkout Button.
The order is now complete.
Go to Orders > View Orders to see all patients entered on a specific date range.
Steps to Add Shipment:
On your toolbar click Inventory, then Medications
Click Add Shipment
Click Add Items
Confirm the following are correct: # of pellets you received, Lot #, Exp Date
Click Add to Inventory
Return to the inventory screen.
How to Place an Order for Pellets:
Click on Inventory > Medications
Click on ORDER MEDS
Click Formulary
Type in the quantity you would like to order next to the correct pellet strength.
Click Add to Order when you are ready to proceed.
Verify quantity of pellets that will be ordered. Check the "I AGREE" box.
Click SEND ORDER after agreeing to terms and conditions.
How to Void an Order
Go to Orders ->View Orders
Select date range needed to find order that needs to be voided.
Click on any of the blue numbers to the left of pellet strength.
Click Void Order/Items
Fill in Reason for Void & Click Void Selected Items.
All numbers will now have lines through them, to show item has been voided.
Expired, Dropped & Damaged Pellets
*After you send your pellets back to pharmacy you will follow the below steps.
Go to Inventory > Medications. Click EDIT next to correct lot #.
Change the Bulk Quantity
Expired pellets change to "0."
Damaged/Dropped- Change to quantity on hand now. If you have 5 and one is dropped. Put 4 in Bulk Quantity.
Click Reason for Change drop down option. Choose the correct reason.
Click Submit.
How to Locate Patient ID
Every patient is assigned a Patient ID number. This patient ID will be used to identify each patient in Biote Method (this number will show up on your invoice).
Go to Patients > View Patients
Type in the patients last name or D.O.B
Click on the name in blue when it appears.
Listed just below the name you will see an ID number.
How to Track a Pellet Order
When you see black telephones in your inventory your order is being processed with the pharmacy. Once you see black shipping trucks that means your order has shipped and you can track your order by doing the following steps:
Go to Inventory > Medications
Click "Add Shipment"
Click the blue FedEx link to track your order.
Recommended Reports for Managing Inventory
Reports > Instant Report
Items Dispensed - can show you the total number of procedures performed within a date range. It's great for comparing your Method cart each reporting period.
Inventory Counts- shows each inventory count submitted at your clinic.
Dispense Log- select date range and check-mark next to Show Lot/Exp date. This will show each patient and the lot # assigned to those patients.
Med Shipments Added- list of all shipments added to your inventory.
Inventory Adjustments- list of all adjustments made in your inventory. Can show if you removed expired, damaged, or dropped pellets.
If additional support is needed please contact us at support@mdscripts.com or open a Help Desk Ticket.