How to assign your Directory records to your users

Assigning directory records to your users makes sure their available options are tailored to them for their easy selection.

How to create a facility

Create your customers in the directory to establish a source of truth for their information.

How to manage facility contacts in the Directory

These contacts are critical to you getting paid, make sure they are kept up to date!

What the Facility Manager can do

The Facility Manager can take action in Beacon on behalf of the customer, empowering the customer to participate and access important info. Learn what they can do!

How to send a sales order to the Facility

An essential step of the surgical case workflow, sending the sales order to the facility is how you start the billing process for a case.

How can I sell inventory to a Facility to use as needed

Learn how to use Stocking Orders to sell inventory as Facility Stock in order to record actual patient use at a later date.

How to view Facility Stock at a given Facility

Learn how to review facility stock levels at a given facility.

What should I do if I don't think my Facility emails are being delivered

If your sales order and invoice emails or other notification emails are not being delivered, here are some ideas to consider.

Can I set par levels for my Facilities?

Establishing par levels for facilities helps you make sure you have enough inventory at a particular facility.

How can I tell a facility that a shipment is inbound?

If you're shipping inventory to a facility for a case or as part of a direct sale, make sure you let them know they have an inbound shipment to watch out for.

How can I automatically send my invoices to the facility?

Remove a human touchpoint and streamline billing by making sure your invoices automatically send to your facility billing contact.

How do I manage facility contract price lists

Uploading contract pricing means it will automatically populate in a case and remove any guesswork when it comes to managing customer pricing.

How to use global/reusable price lists to apply one price list to multiple facilities

Using global price lists makes updating pricing a breeze since you'll only have to update one price list.

How do I create a physician

Enter your surgeon and their contact info.

How do I assign my facilities to my physicians?

Track surgeon facilities by creating assignments in the directory.

How can I create an event without a physician?

If you create an event without a physician, it will need to be added before submitting for billing.

How can I track more information about my physicians?

Using physician tags can be a useful way of tracking surgeon information and making it searchable.

How can I view more physician information at one time?

Try out different physician views.

How do I create physician preference cards?

Track surgeon preferences and record what devices they prefer in surgeon preference cards. Preference cards can be used to help build a quote or request inventory.

How do I create a procedure?

Create your procedures to have one source of the truth and manage procedure modifiers.

How can I create a manufacturer?

Create your suppliers and your manufacturer organization.

How can I deactivate a manufacturer?

Deactivating a manufacturer will prevent further inventory from being created.