Getting Set Up
Scheduling a Case
- How to Request or Ship National Loaners Using “Other Address”
- All Surgeons and Hospital Access for All Users - Distributors
- How to Update the Microsoft D365 Exception Email
- How to Edit a Distributor's Case Hospital, Surgeon, and Patient Information
- How to Schedule and Edit a Case
- How to Deliver Trays to a Hospital (Network Hospitals Only)
Tubs and Trays
- Exporting Tray Groups to a CSV File
- Archive Trays and Tray Groups - Admin Only
- Deleted Tray Groups and Trays Tab - Manufacturer/Distributor
- Create a Tray Group and Tray
- Tray and Tub Group Page Overview
- How to Import Items to Tray Templates
Inventory
- How to Find the Backorders Page
- How to View a Product Incident Report (PIR)
- How to Create a Product Incident Report (PIR) - Manufacturers Only
- How to Report a Product Incident (PIR)
- Inbound Inventory
- Missing Inventory Page
Usage/Billing
- How to "Add to Backorder" for "Bill Only" Items
- How to Print out or download a PDF of a Bill Sheet
- How to Add Additional Items to Replenishment Shipment
- Warning Icon When Contract Price Is Changed
- Report Inventory Billing Exceptions
- How to Add Usage to a Case
Reports
Transfer Cart
National Loaner Process
General
- Setting Up Teams in Your Account
- Managing Users, Contact Information, and Account Deletion on the Distributor Page
- How to Add and Update Distributor Contact Information
- FedEx Integration Overview
- All Surgeon View for Distributors At Set Up - Manufacturer
- How an Account Admin Can Add A Surgeon to A Rep User