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Inventory - Scanning

Where UPC/EAN (Universal Product Code/European Article Number) codes can be entered, such as the Items view or the Ledger, items can be scanned with a Mac compatible scanning device.

To add an item to the Item node, use the following steps:

  1. Select the Items node in the sidebar and place the cursor in the search field above the sidebar
  2. Scan the item's barcode with the scanner
  3. Once the UPC/EAN is read, MacPractice will search the Amazon API to automatically populate the Item information. A scanned item will generally automatically populate the Notes box with the Item Description as dictated by Amazon.
  4. When the item data differs from inventory data, MacPractice will respond based on the Inventory Preference to "Ask me every time", "Never overwrite Inventory data", or "Always overwrite Inventory data."
  5. To scan another item, clear the sidebar's search field by clicking the "X" button and repeat the process.

To add an item as a charge within a patient Ledger, use the following steps:

  1. Above the Ledger select the Charges menu > New Charge.
  2. Place the cursor in the Code field and scan the item. Any fee where Inventory data matches the item's scanned UPC/EAN will be found.
  3. If multiple items are found, select the correct fee from the resulting window.
  4. Additional items may be added to the Charges table with the green plus button in the New Charge Window.
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