MAT Tab: Inventory Settings

The Inventory Settings section of the MAT setting tab allows users to customize the available MAT Reconciliation report types. Additionally, you can also determine the medication remaining threshold for the system to let the user know when the bottle is low.

Accessing MAT Tab Inventory Settings

1. To begin, click on your initials and then click Settings. 
   
2. Then click the MAT tab.

3. Click on Inventory Settings.
4. The Inventory Settings section allows you to configure Reconciliation Report Types, Warning Threshold, and the Allow transfers between different lot numbers feature.

Reconciliation Report Types

This section is fully customizable and allows you to create different categories for the MAT reconciliation report.

The most common report types are:

• Daily: Used for daily MAT reconciliation reports.
• Monthly: Used for the end-of-the-month reports.
• DEA Inspection: Used for a specified time period requested by the DEA during a facility survey.

To learn more about MAT reconciliation reports, Click here.

Add New Report Type

Let's review how to create a Reconciliation Report type.

1. Click Add item to create a new report type.
2. Name the report type and click Update to save.
3. Report types can be disabled by unchecking the box next to the name, or deleted using the x.

Warning Threshold (%) 

This section allows you to set up a warning threshold for the medication to indicate when a medication is running low.  

 

When the threshold percent is reached, the remaining quantity will be displayed in red text in the Current Medication section when dispensing from Queues, from the patient chart (MAT Orders tab), and/or from the Pump tab (if using a liquid medication). 

For Example: If the Warning Threshold is set to 20%, and a bottle is open with a total quantity of 100 tablets, the system will automatically make the text red when there are 20 tablets remaining (e.g., 20% of the bottle is left).  

Example of Warning Threshold in the Queue

In the Queue section, the system indicates the remaining quantity by using red text. 

Click on the arrows next to the remaining quantity to change the bottle.

Example of Warning Threshold from MAT Order Tab

In the MAT order tab within the patient’s chart, the system indicates the remaining quantity in red text and the dispense button disappears.

Click on the arrows next to the remaining quantity to change the bottle.

Allow Transfers Between Different Lot Numbers  

This feature allow users to consolidate remaining medication into any bottle of the same medication and return pre-pour units to an open bottle, regardless of the lot number.