Page Comparison

This page has been updated to reflect changes in the system for version 1.6.5.

The product details section allows you to define the price settings, applicable taxes, and other information pertaining to this product on one screen.

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The Product Details tab contains the following sections:

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Product Details Screen

The Product Details Screen is reached when creating a new product from scratch, or when viewing or editing an existing product.

New Product Details Screen

The initial view of the product details screen only displays the minimum information needed to create the product in the database. After the first save, the rest of the information will become visible.

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Field	Description
Product Line Number	The product line that the new product will be added to. These are the custom product lines defined under product setup. If this product does not fit into an existing product line category, you should make the new product line for it before making the new product.
Sequence	The number that will be assigned to this specific product within the product line. Together, the line and sequence will make up a unique identifier for the product, so that it can be easily found and added to a patient's order.
Next button	For all products that were added to an existing product line, this will check the database and find the next available number from the last one generated. If this is a brand new product line with no products assigned, the system will recognize this and start with the number 1.
Active	As products are discontinued, you may need to set them as inactive. This prevents them from being added to patient orders going forward, but preserves the historical data. We recommend creating new products and deactivating old ones if there are major changes in the product formulation, dosage or size, company name, etc.
Name	The name of the product. This will become a searchable phrase, so be as accurate and complete as possible. For drugs, this would be the brand name, the generic name, and the dosage (e.g. "Heartguard (ivermectin) 272 mcg"). Container and packagingt information will be tracked separately.
Description	Additional information that did not fit into the name that describes the product in more detail. In the Heartguard example above, this may include "1 box of 6 chewables for dogs 51-100 lbs.")
Billing Description	How the product name should appear on the patient orders, if different from the product name used internally.
Standard Code	If your hospital uses its own internal product identifiers, it can be entered here. Alternate IDs such as barcode scanners can also be entered separately.
Product Type	Hard coded internal categories that will restrict how the product will draw from inventory. Services and Services fees are considered non-inventory items. Inventory, Equipment, and Packages are considered inventory items. Setting a product as an inventory item will automatically add the Inventory tab to this page.
Category	A custom category for the product, to allow for more granular separation beyond the hard coded product types.
Service Unit	If this product should always provide revenue to a specific service unit by default, it can be selected here.
Product Setup Options	These are flags that can be set on the product that will allow for additional tabs to display. Multi-item allows you to create simple combination products outside of packages, such as a pharmacy compound. Prescription Setup allows you to set the pharmaceutical attributes of the product. CDM setup allows you to describe how the product should be billed or displayed when drawn from a CDM machine. ASAQ eligible will mark the product as being part of the ASAQ reimbursement process and allow you to define the attributes as part of that.

After entering in the required information and clicking on the Save Button, the remaining product attribute tabs and the tabs related to the flags you selected will appear on this screen.

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In this example, the only two tabs that will appear are the Product Details Subtab and the Medical Record Options Subtab.

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If all the other attributes are turned on for an Inventory item, there may be up to seven subtabs visible.

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Product Details Subtab for New and Existing Products

Product Pricing Section

The product pricing section contains the various base price attributes for this product. You can also enable various modifiers, such as prescription volume discounts or markups.

Fractional quantity indicates that this product may be sold as partial units, such as 0.25 bottle or 0.5 box. For products which must be sold in whole units, keep this disabled.

For products for which the price should always be fixed, such as shipping fees, you can disable the client type discount to always charge the full amount.

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title	Selected Taxes

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Price Calculator

The Price Calculator is a tool included on this tab as well as the Controlled Drug Machine tab.

This tool allows you to preview the final cost of a product for a client type, based on the settings in the Product Pricing section plus any other Service Fees defined in the service fee section.

Client type price sets are defined under Price Set Setup.

If the calculated price is too low or too high based on your settings, you can modify them and then rerun the calculator to see how the price changed.

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