Concepts/Product
More languages
More actions
Care keeps two kinds of records for every item that a facility stocks or dispenses. A Product Knowledge entry is the catalog definition of a type of product, for example “Paracetamol 500mg tablet”. A Product is one facility’s stocked batch of that catalog entry, with its own lot number, expiry date, and purchase price.
Key Attributes
Product Knowledge
| Components | What it captures |
|---|---|
| Name | The name of the catalog entry. This is required. |
| Slug | A short unique code that identifies the catalog entry. This is required. |
| Product Type | The kind of product: Medication, Nutritional Product, or Consumable. This is required. |
| Category | The group that the catalog entry belongs to. This is required. |
| Code | A standard medical code for the product. This is optional. |
| Base Unit | The unit that measures the product, for example tablet or millilitre. This is required. |
| Status | The stage of the catalog entry. This is required. |
| Alternate Identifier | Another identifier for the product. This is optional. |
| Alternate names | Trade names and other aliases of the product. This is optional. |
| Storage guidelines | The instructions to store the product. This is optional. |
Product
| Components | What it captures |
|---|---|
| Status | The stage of the stocked batch. This is required. |
| Product Knowledge | The catalog entry that the batch belongs to. This is required. You select it when you create the product, and you cannot change it later. |
| Lot Number | The batch number that the supplier prints on the product. This is optional. |
| Expiration Date | The date that the batch expires on. This is required. |
| Standard Pack Size | The number of base units in one pack. This is optional. |
| Purchase Price | The price that the facility paid for the product. This is optional. |
| Charge Item Definition | The price that Care uses to bill this product to a patient. This is optional. |
Status
Product Knowledge and Product use different status values.
Product Knowledge status
| Status | Description |
|---|---|
| Draft | The catalog entry is not ready for use. |
| Active | Staff can use the catalog entry. |
| Retired | The catalog entry is no longer in use. |
Product status
| Status | Description |
|---|---|
| Active | The facility stocks and dispenses this batch. |
| Inactive | The facility no longer uses this batch. |
| Entered in Error | Someone created this batch by mistake. |
Ownership and Sharing
A product always belongs to one catalog entry and one facility. A catalog entry is either global or private. A superuser manages global catalog entries, and all facilities share them. A facility admin manages the private catalog entries of that facility.
How Products Connect to Stock
An inventory item tracks how much of a product is in stock at one location. Staff most often create a new product while they receive a purchase delivery. When a delivered item is not already in stock, the person who receives the delivery creates the product record for that batch, expiry date, and price.
You can link a product to a charge item definition. Care then creates a billable charge item when staff dispense the product.
Permissions
Permissions apply within a facility.
| Permission | Roles | What it allows |
|---|---|---|
| Can Create Product Knowledge on Facility | Facility Admin, Admin | Create and edit catalog entries. |
| Can Create Product on Facility | Facility Admin, Admin | Create and edit products. |
| Can Read Product Knowledge | Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, Pharmacist | View catalog entries. |
| Can Read Product | Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, Pharmacist | View products. |
Related
Pages that link here:
- Flows/Add a product instance
- Flows/Add a product to the catalog
- Flows/Edit a product instance
- Flows/Edit or retire a catalog entry
- Concept: Concepts/Charge Item Definition
- Reference: References/Product