Recording or Updating Inventory

Inventory is automatically updated in the following circumstances:

• When a you save a new immunization record, a single dose is subtracted from the inventory of that vaccine for the health center on the immunization record.

• When a you save a new medication dispense record, the dispensed quantity is subtracted from the inventory of that medication for the health center on the medication record. If the dispense record is later voided, the inventory for that medication is updated accordingly.

• If the inventory level of a particular vaccine is at zero or a negative value and you save a new immunization record for the same vaccine, you are warned that there is insufficient inventory. You can still save the record, and a dose is subtracted from inventory (resulting in a negative number), but you should review your inventory to adjust the inventory amount.

• If an immunization record is deleted, the dose is added back to inventory for the health center on the immunization record.

To manually update your inventory:

1. In the Occupational Health menu, click Inventory.

2. The inventory for your default Health Center will be updated. If necessary (and according to your security access), select a different health center to update its inventory.

3. Click New in the Immunization Inventory or Medication Inventory section as applicable.

   
   

4. Select the Vaccine (or Medication), Lot number, Expiration Date, Date Added, and the amount added to inventory. For medications, also enter the Strength and select the Form.

The Lot picklist displays the current inventory level for the vaccine (or medication).
If you enter a lot number using free text and provide an expiration date, a  lot record is automatically added to the ImmunizationVaccineLot (or MedicationLot) table.

5. Optionally record any Comments about this inventory addition.

6. Click Save. The current inventory number reflects the addition.