Inventory Management

Stock tracking that closes itself out.

Every product you dispense during a visit updates your inventory in real time, appears on the patient invoice automatically, and rolls up into cost analytics — without a single manual step.

Live stock
updates on every dispense
Billable & non-billable
line item tracking
Auto invoice
line items from visit usage
Margin analytics
cost vs. revenue per treatment
How it works

From cabinet to invoice in three steps

1

Add your products

Create products with name, unit type, current stock, reorder threshold, cost price, and patient price. Use the description field for supplier codes and notes.

2

Dispense during visits

Open the Stock Usage section in any visit, search for a product, enter the quantity, and mark it billable or non-billable. Stock updates instantly.

3

Invoice with one click

When generating an invoice, select the visit and all billable dispensed products appear as pre-filled line items. Adjust prices if needed, then send.

Product Inventory

Every product, every level, at a glance

The inventory dashboard shows your entire product list with live stock levels, reorder thresholds, and pricing. Low-stock items are highlighted automatically — no scanning required.

  • Current and threshold stock levels per product
  • Cost price vs. patient price for margin tracking
  • Reorder alerts with configurable email notifications
  • Deactivate discontinued products without losing history
Clinic Inventory
2 low stock
+ New Product
ProductUnitStockThresholdPrice
Hyaluronic Acid 20mg/ml
Cost $28.00
vial
42
10$85.00
Edit
Lidocaine 2% 10ml
Cost $4.50
vial
6
8$18.00
Edit
Saline Solution 0.9%
Cost $12.00
box
24
5$35.00
Edit
Disposable Gloves (M)
Non-billable
box
3
4
Edit
Vitamin B12 1000mcg/ml
Cost $6.00
vial
18
6$22.00
Edit
Dispense Product
Visit — Sarah M. · Apr 14
Hyaluronic Acid 20mg/ml
2
+
Bill to patient
$85.00 × 2 = $170.00
Added to invoice line items automatically. Stock level updated immediately.
Cancel
Confirm
Point-of-Care Dispensing

Dispense during the visit, invoice after

Open the stock usage panel from within any patient visit. Search, quantity, billable toggle — that's it. Stock deducts immediately and the line item queues for the invoice.

  • Search products by name within the visit tab
  • Mark items billable or non-billable at dispense time
  • Billable items auto-populate on the invoice at patient price
  • Non-billable items tracked for cost of goods analytics
Everything included

Built for how clinics actually operate

Real-Time Stock Levels

Every dispense during a visit instantly deducts from stock. Your inventory count is always live — no manual reconciliation at end of day.

Reorder Alerts

Set a reorder threshold per product. When stock hits that level, the item is flagged in the dashboard and an alert is sent to your purchasing email.

Billable vs. Non-Billable

Mark dispensed items as billable (appears on patient invoices) or non-billable (tracked for cost only). Clinic consumables stay off invoices automatically.

Invoice Line Items

Billable stock usage flows directly into invoice creation. Select the visit and all dispensed products appear as pre-populated line items at customer price.

Lead Time Planning

Assign lead times to products so you know how far ahead to reorder. Set generous thresholds for products with long supplier lead times.

Cost vs. Revenue Tracking

Every product stores both cost price and patient price. Over time you get a clear picture of gross margin per treatment type — directly in Analytics.

Stop counting supplies by hand.

Join the beta and get full access to inventory management, scheduling, patient notes, and invoicing — free.