Overview
To setup and manage Resupply settings for your organization, including grouped items and bundles, you'll need to go to Organization management.
Navigate to:
Management > Corporate Setup > Organization
To learn more about managing other settings for your organization, visit our help article on Setting up Your Organization.
Resupply Settings for Organization
At the bottom of the Organization setup page, you'll see the section for managing Resupply Settings.
Group Items for Delivery
Toggle the switch to the right if you want items to be grouped on a single order when resupply orders are generated in the system. For example, if patient resupplies were to generate multiple orders within 10 days of each other, the system can wait to automatically create a single order for all of the items.
Use the shipping date within section to put how close item ship dates should be to be grouped.
The resupply orders section lets you pick how many days before eligibility a resupply order can be generated to be considered for a grouped delivery.
Replace items with bundle if available
If a group of items becomes eligible for resupply and the items match all of those that make up a bundle item, then the system will automatically substitute the items with a bundle.
For example, let's say you have an order of CPAP masks and supplies. If a resupply order is generated with a mask, cushion, and headgear at the same time, then the system can auto-replace the 3 individual items for one single CPAP bundle item to dispense.
When you’re done click Save to keep your changes.