Internal Processing
Setting Up A New Internal Process
Setting Up A New Internal Process
This chapter covers the optional Internal Handling Code function in LoanerTrak. This function is designed to track loaner sets after they have been received back from a customer. Some medical loaner sets require special handling depending on the type of medical device, equipment or tools that are contained in the set, such as cleaning and sterilization.
Note: Only admin users will have access to the Admin menu.
1. Select Admin > Internal Handling Codes from the main menu
2. Press the Internal Processing Steps button to add new steps such as, cleaning, sterilization,
inspection, restock, replenish.
3. Press the New button and enter the processing step name, description and press Save. Repeat for other processing steps.
inspection, restock, replenish.
3. Press the New button and enter the processing step name, description and press Save. Repeat for other processing steps.
4. In the main Internal Processing screen, press the New button to create a new Internal Process. Enter a new Process ID, Short Description and Long Description. (These fields will appear in different parts of the program.) Press Save to save the new Process before entering individual steps in the detail section below.
5. After saving the new Internal Process ID, press the lookup button beside the Step/Area field
to select a new step that was set up in step 3 and add all processing steps that will be part of
the Internal Process, with the respective sort order.
to select a new step that was set up in step 3 and add all processing steps that will be part of
the Internal Process, with the respective sort order.
Linking an Internal Process to a Set
Now that we have an internal process set up, along with its individual steps, we can now attachbit to one or many sets. When a set is being received and it has an internal handling code assigned to it, the program will automatically begin to follow the handling steps at the point of receipt, allowing users to track and move the sets through each handling step.
Now that we have an internal process set up, along with its individual steps, we can now attachbit to one or many sets. When a set is being received and it has an internal handling code assigned to it, the program will automatically begin to follow the handling steps at the point of receipt, allowing users to track and move the sets through each handling step.
1. Open the set maintenance screen, Data > Sets/Kits and select a set.
2. Press the lookup button beside Internal Process ID and select the process created.
3. A popup message appears asking if this ID should be added to all matching set records.
4. When a set has an Internal Process ID, you may view the Process details by clicking the adjacent button with a question mark.
Receiving and Processing a Set with a Process ID
1. When a set is received that has an attached Internal Processing ID, the program will automatically read the first handling step and display it on the receiving screen and Receipt Confirmation reports.
1. When a set is received that has an attached Internal Processing ID, the program will automatically read the first handling step and display it on the receiving screen and Receipt Confirmation reports.
2. Sets can be moved to the next processing step in the Process > Internal Processing screen.
Using the drop-down field, users may select each processing step and view the list of sets that are at that step. They may then select each set and click the Process Selected button to move it to the next step in the process.
Using the drop-down field, users may select each processing step and view the list of sets that are at that step. They may then select each set and click the Process Selected button to move it to the next step in the process.
Note: Sets may be booked throughout the internal handling process.