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How do I create a case and bill for my sales?

How to create a case, record sales, and bill the provider...

Updated over 2 weeks ago

This article explains the process for making your sales in a Surgical Case in ConnectSx Beacon. These steps may be preformed in Beacon (web) and Beacon mobile.

Click on links along the way for more info on each step:

  1. Create the Case as an Event (i.e. schedule the case).

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  2. If more inventory is required, they create an inventory request. If you requested inventory then make sure to accept the transfer.

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  3. Mark devices as used to record sales for the case.

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  4. Screenshot 2024-06-21 at 8.54.15 AM
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  6. Request replenishment for what was used in the case. \

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  7. Obtain and add the purchase order to the case.

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  8. Pay commission for the case.
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