Deleting Bill Items, Inventory Items or Medical Record Codes

Owned by John Bellos (Unlicensed)
Last updated: Feb 17, 2021 by Amy Blanchard
2 min read

Applies to: DVMAX v7.0.12 and higher

Purpose: This document will outline the steps to take when deleting a bill item, medical record code, or inventory item (v7.0.12 only) from DVMAX. It will also discuss important considerations to review before deleting items.

IMPORTANT
  • It is NOT recommended that you delete items that have been used in the past. Deleting items increases the likelihood that you will end up using the same code again in the future.
    • If you re-use a bill code, DVMAX will pull in the old sales data.
    • If you re-use an inventory code, DVMAX will change past pharmacy log records, which will make the past Rx history information inaccurate.
  • When running a detailed sales report, any deleted item will be listed as 'Bad Code'. It is best to delete an item only if it won't be listed on the Detailed Sales Report.
  • If deleting a Medical Record Code with an attached Finding Class, the staff will need to click on text view to see the text from the finding class.
  • Deleting an Inventory Item will cause the item to not appear on the pharmacy log.

Deleting a Bill Item

  • From the Section pull-down, choose Inventory Management
  • From the Search Window, change your search to Search for: Bill Items
  • Search for the specific bill item by Bill Code or Description
  • Click Search (If your search results in a number of items, double-click on the item you wish to delete)
  • Click on the Sales History tab (Check the Sales History to make sure the item hasn't been sold in the past 3 years).
  • Click on the General Information tab
  • If there is a linked inventory item, double-click on the Linked Inventory Item and click Delete Link
  • Click on the Patient Link tab
  • Under Linked Medical Record Codes, double-click on the linked MRC
  • Click Delete
  • From the Bill Item pull-down, choose Delete Bill Item 

Deleting an Inventory Item

NOTE: Deleting an inventory item is only possible in v7.0.12

  • From the Section pull-down, choose Inventory Management
  • From the Search Window, change your search to Search for: Inventory Items
  • Search for the specific inventory item by Item Code or Description
  • Click Search (If your search results in a number of items, double-click on the item you wish to delete)
  • Click on the Sales History tab (Check the Sales History to make sure the item hasn't been sold in the past 3 years)
  • Click Delete in the lower left-hand corner of the screen


Deleting a Medical Record Code

  • From the Section pull-down, choose Patient Codes
  • From the Search Window, change your search to Search for: Med Rec Codes
  • Search for the specific bill item by Medical Record Code or Keyword in Description
  • Click Search (If your search results in a number of items, double-click on the item you wish to delete)
  • Click Delete in the lower left-hand corner of the screen
  • Click OK though the alert messages