Add Medications to the Inventory Manually

On the Inventory Management template, you can manually add non-vaccine medications to the medication inventory.

1. On the Inventory Management template, expand the Medication Inventory panel.
   

2. Select the Add option appearing below the medication grid.
   Note: If the Require Invoice #s for Items check box is selected on the Invoice Configuration template, and you select the Add option, the Vendor, Cost, and Invoice # fields appear below the medication grid. After entering the details of the medication, you can add values in the fields.

   The Received Date field appears displaying today's date if the Enable Received Date check box is selected on the Miscellaneous Configuration template, the medication is received on some other day, and when you select the Add option available under the medication grid. After entering the details of the medication, you can enter the date when the medication is received.

3. Select the Source field, select a source type from the sources window, and then select OK.
   Note: Medications added to the inventory need to be associated to a source type for tracking and administration. You can configure the desired source types on the Medication Picklist template, and the following default source types can be used.

   • 340B. Medications that are tracked and administered under the 340B program.
   • Patient. Patient-specific medications. Selecting this option enables the Patient Name field for associating the medication to a patient. You can enter the patient's name in the Patient Name field.
   • Practice. Medications that can be billed by the practice.
   • Sample. Medication samples for tracking.
   The drug names window automatically opens.
4. Select the medication from the drug names window, and select OK.
   The manufacturers window automatically opens, and the medication grid is filtered to show lot numbers that are already entered in inventory for the selected medication. The Unit Type field is automatically filled with the value based on the selected medication.
5. Select the manufacturer from the manufacturers window, and select OK.
   The NDC and J-Code fields are automatically filled based on the selected medication.
6. Enter the lot number and quantity for the selected medication.
7. Select the Expiration Dt field, select a date from the calendar window, and then select OK.
8. Add the received date and invoice information, if needed.
9. Select Add.
   The results are as follows:

   • The medication is added to the inventory.
   • A unique bar code is assigned to the medication.
   • The number of items and total quantity displayed in the Grid Count and Grid Total fields are automatically updated.