SUPPLY MANAGEMENT GUIDE INDEPENDENCE MEDICAL

Transcription

1 SUPPLY MANAGEMENT GUIDE INDEPENDENCE MEDICAL

2 Independence Medical My Account Page When you first log in, you will be taken to the My Account homepage, where the Important Announcements section will alert you to any Supply Management orders that are pending your approval. Clicking on the Supply Mgmt. tab at the upper right of the page will take you to the Supply Management tab landing page. 1

3 Supply Mgmt. Tab On the landing page you can choose from these Supply Management menus, which will be explained later in this guide: Approve Orders Setup New Supply Mgmt Manage Supply Mgmt Accts History Download Schedule On this page you will receive an alert if your customers have an inactive item(s) included on their Supply Management order. 2

4 Approve Orders Menu Click the Approve Orders menu to display orders that are set to ship before a given date*, pending your approval. You can approve multiple orders by checking the boxes under Approve, then clicking the Approve Orders button at the bottom right of the page. After you have approved the order, you will receive a confirmation number on the next screen. *Orders scheduled to ship on weekends or holidays will be shipped on the following business day. 3

5 Approve Orders View Order Click on the View link next to the order and a pop-up box will display the scheduled items, quantities, prices and total order cost. To close the details window, click the Close Window link in the upper right-hand corner. 4

6 Approve Orders Modify Order Click on the Modify link to add, change or remove items, or adjust item quantities, ship dates and shipping address. Click the calendar icon to adjust the ship date. To add additional items click the Add to Order button. Items added here will only be added to this order. Click Update to save any changes made. xxxx xxxx xxxx xxxx xxxx xxxx When ready to approve, click the Approve button. 5

7 Approve Orders Cancel Order Click on Cancel to cancel the order. On the next screen you can give a reason for cancelling the order, which will be displayed in the account s order history. Check the box below to cancel all future orders for that account. Click Cancel Order to confirm the order cancellation, and you will be returned to the Supply Management tab landing page. 6

8 Setup New Supply Mgmt Select Drop Ship Clicking Setup New Supply Mgmt menu will display your current drop ship accounts. You can add new drop ship accounts by clicking the Add a Drop Ship button. When adding a drop ship account you will be required to add the account type, number, name and shipping address. You also can add optional information, such as a phone number, insurance plan and physician information. Click the Submit button to save the new drop ship account. 7

9 Manage Supply Mgmt Accts Add Items to Supply Management On the next screen you will be asked to set up items for the drop ship account s Supply Management order. You can do so by clicking the Search Catalog link to sort products by keywords, manufacturer and other criteria; Web Express link to enter specific item numbers; or Favorites List* link to select from an account s custom-created list. *The Favorites List is created separately from the Supply Management program, under the Place Order tab/favorites Lists menu. 8

10 Manage Supply Mgmt Accts Schedule Supply Management Items Next you will be taken to a screen where you can select the day of the month all future orders will ship on. Use the drop-down menus on each item listing to select what month it will begin shipping and how frequently it will be reordered. Note the pink boxes below each item that indicate its proposed shipping schedule, per your approval, for the next 12 months. Click the Save Changes button and you will see a message confirming the changes have been saved. 9

11 Manage Supply Mgmt Accts Menu Click on the Manage Supply Mgmt Accts menu and you can search for a specific account by name, city, state or account number. While viewing accounts you can also make any necessary changes. Click the Modify link on and you can modify the account s Supply Management order, Reorder and Patient Information. Click the Remove link and you will be asked to confirm the removal of that account from Supply Management. 10

12 History Menu Click the History menu to view a history of supply management orders. To filter your search, use any combination of shipping date, month or year; drop ship account name or number; your company s log-in usernames; or order status. The click the Search button On the results screen you can review summaries of all orders, including orders approved, cancelled or pending approval. 11