Set consumables per service
Define which products a treatment needs and reserve them against appointments.
Consumables linked to services
In Managed: Procurement on Growth
Clinic operations · Growth plan
Trace clinic stock from receipt to treatment.
Record batch numbers, expiry dates and storage locations. Reserve stock for booked treatments, record the exact batches used and review recorded treatment links when tracing a recall.
Batch tracking and procurement workflows are included with Growth. Your team remains responsible for stock handling and treatment decisions.
See Managed batch tracking in 60 seconds.
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Follow clinic stock from a received batch and expiry record to an appointment reservation, exact batch usage, treatment trace and a frozen recall group for review.
Read the video summary
- 00:00
Receive and post an exact batch
Match the purchase order line and record 20 packs with the lot, expiry, storage location and exact unit. Processing precedes the saved batch receipt.
- 00:08
Review stock availability and expiry
Check the batch identity, expiry, on-hand quantity, reserved stock and allocatable quantity in the clinic’s stock records.
- 00:17
Reserve stock for booked treatment
A published consumables recipe allocates one pack to Sophie’s booked treatment. The reservation reduces allocatable stock, rather than recording the pack as used.
- 00:26
Record the exact batch used
The assigned practitioner selects the exact batch and one pack for an appointment that has started. Existing readiness evidence and the saved report are reviewed before governed treatment completion commits the usage and delivery record.
- 00:35
Review the booking-to-cost trace
Review expected, reserved and actual usage with the batch identity and recorded treatment evidence. One consumed pack leaves 19 on hand and no remaining reservation.
- 00:44
Freeze a recall group for review
Choose the exact batch on the recorded governed appointment, an owner and a reason. Freeze the matched group of one treatment and one customer. This action does not send messages or quarantine the batch.
- 00:53
Keep the stock trace connected
Batch identity, expiry, reservations, recorded usage and governed treatment links stay connected for the authorised team to review on Growth.
Trace clinic stock from receipt to treatment
Keep usable stock, upcoming treatments and recorded product use connected.
Record batch and expiry details
Record lot, expiry, unit and location when stock arrives.
Batch and expiry records
In Managed: Procurement on Growth
Quarantine and release stock
Mark stock for review, then record the decision when it is released or written off.
Documented stock decisions
In Managed: Procurement on Growth
Record use per treatment
Connect product use to the appointment and patient record for later review.
Usage linked to treatment
In Managed: Treatment stock history
See how it works->
Spot shortages before appointments
Review when booked work needs stock you do not have and consider replenishment suggestions.
Stock gaps to review
In Managed: Procurement planning on Growth
Track movement and corrections
Keep transfers, waste and corrections in the stock history for an authorised trace.
Reviewable trace history
In Managed: Procurement on Growth
A clearer stock workflow
Keep incoming stock, preparation and product use connected.
1
Receive and record
Enter product, lot, expiry, unit and location details as stock arrives.
2
Prepare the appointment
Review reserved consumables and any stock gap before the treatment.
3
Record treatment use
Keep the product and batch used connected to the appointment record.
Questions about batch and expiry tracking
Keep the next treatment supplied
See how incoming batches, appointment allocations and recorded use fit into one stock workflow.