Help Centre
News
Help Centre
News
Daily
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

Stock Reports

Running regular stock reports is essential for maintaining your practice's inventory health, preventing waste, and taking the guesswork out of ordering

How to Access Your Reports

  1. To access your stock reports, navigate to the "Stock Management" tab. 
  2. Select "Stock Level Listing" option.
  3. Select the required report avalible in the drop down menu and generate a comprehensive overview of your stock's status.

Explanation of the Different Reports

1. The Stock Level Report (Your Master List)

  • What it does: This report provides a total overview of your current stock on hand. It acts as a complete extract of your digital storeroom.
  • What it shows: It details the NAPPI codes, item descriptions, bin locations, batch numbers, receipt dates, expiration dates, prices per pack, and your set thresholds. It also calculates Stock Days, which tells you exactly how long a specific batch has been sitting on your shelf.

2. The Threshold Report (Your Reorder List)

  • What it does: This report highlights items that have dropped below your safe minimum order quantity and need to be reordered.
  • What it shows: Instead of manually guessing what you need, this report gives you comprehensive "reorder recommendations" based on your stock consumption and stock age, telling you exactly when it is a good time to buy more supplies.

3. The Expiration Report (Your Waste Prevention List)

  • What it does: This report shows you exactly what stock is expiring soon.
  • What it shows: It triggers based on the custom "expiration alert days" you configured for each item (e.g., warning you 30 days before the expiry date). This allows you to prioritize using those items first or safely move them to Quarantine before they expire.

4. The Dispensing Report (Your Movement Tracker)

  • What it does: This report tracks product movement by showing you exactly what stock has been dispensed.
  • What it shows: It provides transparency by detailing the date, NAPPI code, product type, and batch of the dispensed items. This is highly useful for tracking clinical usage and addressing concerns about unauthorized stock sales or shrinkage.

 

 

Was this article helpful?

Powered by Product Fruits