Procedure Bundles are collections of Inventory and Resources that you can create to evaluate the total cost of a procedure, but that can also be used to apply those materials to a procedure with one click. Learn more about creating Procedure Bundles.
If you’ve built Procedure Bundles using the Procedure Cost Estimator tool, they will be available on every new procedure using the Use A Procedure Bundle button:
Clicking this button will show you a list of the bundles you’ve created with a button to Apply Bundle to the current procedure. Once you click the Apply Bundle button, you will select the appropriate inventory items based on lot number and expiration date of the actual item used in the procedure by clicking the plus sign next to the item shown in the list of all items of each type currently available in inventory.
You can also go to your saved Procedure Bundles and add bundles as favorites (click on the heart next to the bundle) so those procedure bundles appear as shortcuts above the search/scan box, making it easy to add your procedure bundle right from the Add/Edit procedure screen.
We have made it even easier to create Procedure Bundles during the Add Procedure process. Once you add the procedure and scan all of the inventory and resource items used in the procedure you can create a bundle from here. If this procedure is one you plan to do in the future and all or most of the items will be used in future procedures, you can click on the Create Procedure Bundle button, make any additional changes, and save the bundle to give it a name and make available for future use. This will simplify the process of adding procedures in the future by making it easier to add inventory items and resources in a just a few simple clicks.