Contact Lens Inventory, Report, & Usage Report

[msquare]

1 - We have decided that we want to start tracking our CL sales so we have a better idea of the prescriptions we need to keep more of in stock. We ran the Contact Report but in order to find this info out we had to print and high-light the different powers to know what was sold. We have recently entered all our CL's into inventory hoping to be able to track sales better. Because it is driven by UPC we put the power of the lenses in the Notes field. This works great within the inventory portion of the system. We went to see what we've sold (removed) and the report has a "notes" column but evidently this is NOT the same notes column from the inventory. This doesn't look like it's going to be easy to get this info. I'm wondering if any one out there is using the contact lens inventory system successfully and if so, how? When I spoke with someone at Crystal she told me that it doesn't work correctly and that they don't recommend using it at this point. There is something in work on it.

2 - I helped another office with their set up of fees and noticed that the Bill Codes that are preset up now are very different than they were 2 1/2 almost 3 years ago when we went live with Crystal. There are TONS of bill codes set up for all the different powers of lenses. Not sure if this is a direction that they hoping to take it but I'm not sure how that can tie in to the current system since the connection on Admin/Integrations can't handle this level of detail - it's only the type of lens not power... Anybody else using those?

3 - The ultimate goal is to be able to know ALL the CL's we sell (not just those from stock) so that we can estimate what lenses we want to keep in stock ready for onsite immediate sale.

Anybody having success in this... your input is greatly appreciated,

Monica

[drpjs]

We wanted the detail of all products sold. GPN gateway tracks it. BUT need to update billing codes to reflect all the different skus.
Would appreciate any help in using trackable codes, that could be scanned with bar code scanner, so accurate information to patient ( on invoice) as well as in office

[vaderkty]

Wouldn't the custom sales report help in this situation? It gives you sales for a specific period, purchase cost and amount sold ($ amount and Quantity) We have a few reports in the sales report. one for new business that includes contacts but we also have an AR report, a contacts report and a doctor's fee report. The only thing you have to remember is to add any NEW contacts added after the initial set up of report (New lens added, old removed in billing screen since this report is based on billing codes, if you change one, you have to correct report to reflect the changes). Something I learned the hard way but I did get them all sorted out when i noticed new contacts, sold, were not showing up.
It is great to have cost vs. amount received for product. ONLY item were prices are stationary so the only item i can get a good cost of goods on.

[charliedesmond]

Still no one with any experience with inventory? It's painful but I urge you - If you are new to the forums - Once you scan through a few times and read things - I know updated topics and posts are s.......l........o........w to come but stick with it and keep posting so it can become a better place for all to find the info they need. ah,,, Yeyussssss,,,,,,,Amen!