Learn how to add tracking to your microchip products to provide your staff the option to record a patient’s microchip ID from the consultation product line at the time the microchip is implanted.
Permissions: Users must have the System Admin and /or Product Admin permission to set up microchip product tracking.
For multi-branch practices. If you sync products across branches, be aware that microchip product tracking does not sync. You must manually add tracking to the products in each branch.
- Click your username in the menu bar. Then select Products.
- Search for your microchip product. The product list will filter as you type.
- In the search results, click the name of the microchip product you want to add tracking to.
IMPORTANT: If your practice uses linked products, make sure you click the product name for the microchip service, i.e., the "invoice product" that you enter on the consultation. - In the Product Tracking drop-down, select Microchip.
- Optional. If you do not want a warning to appear when a user marks a consultation as ready to pay and the microchip ID was not entered, deselect Include microchip ID warning.
- Enter the microchip manufacturer and brand.
- Update the rest of the product information if necessary.
- Click Save Changes.
- Repeat the steps above for each microchip product.