To create a new subcategory:
Click on "Inventory"
Click "Categories" and select "New Category"
Choose Service or Inventory for the type.
Choose the relevant AAHA general category in the "Category" field
Name the new sub-category as you wish in the "Sub Category" field
Click "Save"
The Inventory type would typically include items that are physically on a shelf, and items for which you might track a balance. Service type items usually include items that you create charges and medical records for as well, but they are services you perform, such as exams, surgeries, and procedures. They are not usually physical items. |
To edit a subcategory:
Click on "Inventory"
Click on "categories" and select "view all categories"
Click on the gear icon for the applicable category and select the option to edit the category
Make the desired changes in the form that appears and click save
To delete a subcategory:
Click on "Inventory"
Click "categories" and select "view categories"
Click the gear icon for the applicable category, and select the delete option
Confirm your intent to delete the category
You will not be able to delete a subcategory if there are any inventory items assigned to it. You must first reassign these inventory items to another category by editing those inventory items. Please also note, you cannot create, edit, or delete the main general categories (eg Immunizations, Pharmacy). Those are "hard coded" in the system and necessary for the logic. |