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A day in the practiceLogin to Healthbridge NovaHow to add a patientHow to add an appointment to the CalendarHow to Perform a Benefit Check in Healthbridge NovaHow to Capture an Invoice in Healthbridge NovaHow to manage patient accounts Part 1How to manage patient accounts Part 2How to add notes to a Patient Account Working with the Healthbridge Nova inboxHow to do a Manual RA Capture.How to Fix and Resubmit Claims in Healthbridge NovaHow to search for patient accountsHow to view transactions and invoices on an account How to manage captured invoices How to follow up on Invoices How to cancel a cash Invoice How to add a Credit Note How to add a Debit Note How to manage Unallocated Credits
Operational
How to Transfer Liability from Medical Aid to Patient in Healthbridge NovaHow to Send Bulk Messages in Healthbridge NovaAccount AgeHealthbridge Nova ReportsHow to Manage Electronic Remittances in Healthbridge Nova
Setup
How to Add a Provider in Healthbridge NovaHow to Add Custom Charge Codes in Healthbridge NovaHow to Customize the Calendar in Healthbridge NovaHow to Set Up Private Rates in Healthbridge NovaHow to Add a Branch in Healthbridge NovaHow to Change Your SMS and Email Templates in Healthbridge NovaHow to Set a Mandatory ID Number When Creating Patient Accounts in Healthbridge NovaHow to reset passwords (System admin rights required)Percentage Billing How to add a new userHow to link your Gmail CalendarHow to set up Network pricing and contracts
Reports
Monthly Transaction ReportPayment Summary ReportPayments Per Provider ReportPayment Details Report
Stock
Stock Overview Stock Level ListingQuarantine Stock Listing Purchase Orders (PO's) and ReceivingGoods Received Listing (GRV)Supplier Returns Listing (SRN)Stock Adjustments Stock Movement Label Printing and Hardware RequirmentsHow to manage stock daily Stock Reports How to Take on Stock

How to manage stock daily

Here is a simplified, easy-to-follow guide for managing your stock on a daily basis. Think of this as your daily "digital storeroom" routine.

1. The Morning Check-In 

Start your day by seeing what needs your attention.

  • Check "Stock Actions": Think of this as your daily to-do list. This screen instantly shows you if any items are out of stock, running critically low, or about to expire.
  • Run 3 Quick Reports:
    1. Stock Level Report: Shows everything you currently have on the shelf.
    2. Threshold Report: Tells you exactly what has dropped below your safe limit so you know what to order today.
    3. Expiration Report: Warns you about items expiring soon so you can use them first or remove them.

 

 2. Receiving Deliveries

When a delivery box arrives from a supplier, never just put the items straight onto the physical shelf.

  • Open the Purchase Order (PO) you created for this delivery.
  • Do a Quality Check: Inspect the physical items as you receive them on the system:
    • Good condition? Mark them as Pass. They will go straight to your active Dispensing Bin.
    • Damaged or expired? Mark them as Fail or Part Fail. The system will automatically lock these in the Quarantine Bin so no one accidentally uses them.
  • Don't Forget the Details! You must type in the Expiry Date and Batch Number before clicking save. If you skip this, the system won't be able to warn you when the stock is about to expire.

3. End-of-Day Cleanup

Keep your system tidy so it doesn't get cluttered with bad stock or incorrect numbers.

  • Empty the Quarantine Bin: Check your Quarantine list. You need to decide what to do with the damaged or expired items sitting there. You can either:
    • Throw them in the bin (use a Stock Adjustment to write them off).
    • Send them back to the supplier (click Create SRN to log a formal return).
  • Fix Mistakes Immediately: If you drop a bottle, find a miscount, or give a patient the wrong item by mistake, fix the system number immediately using a Stock Adjustment. Always type a simple reason like "Dropped bottle" or "Count error" so you remember what happened later.

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