Item Kits are a useful way to bundle multiple items and/or services together, so when the Kit is used, all items and services that are part of that KIT will be generated on the invoice all at once.
Creating an Item Kit
1. Click the Administration tab, and select the Items and Services widget.
2. Click Create New Item in the top right corner.
3. Start by typing the desired Kit Name in the Name field.
4. Under Type, select Item Kit from the dropdown.
5. Select the hospital location(s) where this Kit will be available.
6. The Category is an optional field that will help to categorize use for a variety of reports. If you don't see the Category you'd like to use, check out Administration - Creating and Editing Item Categories
7. Important Step: If this Kit will contain vaccine items, click the Vaccine toggle under the Item Behavior Section. If not, leave this untoggled, and continue to step 8.
8. Scroll to the bottom of this screen, to the section labeled Item Kit, and this is where you will start adding the items and services you wish to include within the Kit.
9. Type the item or service name in the ITEM field, and select it from the dropdown. Then, enter the desired Quantity. If you don't find that Item or Service listed among your inventory, check out Administration: Creating and Editing Inventory Codes
10. Click the Blue Check Mark when finished to save your work. That checkmark will then turn into a plus sign.
11. Click the plus sign and repeat steps 8-9 to add another item or service to the list.
12. Once you’ve built out your Kit with all desired items and/ or services included, click Save Item in the bottom left corner of the window to save your work.
Editing an Item Kit
1. Click the Administration tab, and select the Items and Services widget.
2. Type the existing Kit name into the Item Name field to narrow your search. Alternatively, select Item Kits from within the Item Type dropdown menu, to display all the Kits within the system.
3. Find the kit you wish to alter and select Edit. This will take you to the Edit an Item or Service page, where you can scroll to the bottom of the screen, and find the kit details.
4. Click the line you wish to alter and click either the edit or (-) to remove. To add more items to the existing kit, see the steps in the section above. Then, click Save Item to update this Kit.
Helpful Tip
Item Kits can be especially useful to generate an estimate for a service or procedure that requires several line items to be added at once - saving you time and alleviating the risk of missed charges. For more information about using item kits check out Checkout: Using Item Kits with Vaccines & Checkout: Using Item Kits With Medications
For more information about generating estimates, check out Checkout: Creating and Converting Estimates