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CHAPTER
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8Managing Office
Supplies
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-2
Introduction
• Essential to evaluate and replenish the office’s supplies before shortage occurs
• Skills include– Evaluation – Replacement– Organization– Payment for expendable items
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-3
Organizing Medical Office Supplies
• Responsibilities for managing an office– Purchasing supplies– Maintaining supplies– Taking inventory of
equipment and supplies– Evaluating and
recommending equipment and supplies
– Negotiating prices
• Goal in managing supplies: efficiency– Produce desired result
with the least• Effort
• Expense
• Waste
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-4
Organizing Supplies
• Supply = expendable items– Items used and restocked– Examples: prescription pads, pencils, etc.
• Durable items– Items used indefinitely– Examples: telephones, exam tables,
stethoscopes, etc.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-5
Organizing Supplies (cont.)
• Two people usually have responsibility for organizing supplies
– One for administrative supplies
– The other for clinical supplies
• In large practices, a third individual may handle supplies for durable items such as computers, fax machines, and copiers
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-6
Administrative Clinical
General
• Stationary• Insurance forms• Pens• Clipboards
• Alcohol swabs• Disposable sheaths• Tongue depressors
• Tissue• Paper towels• Hypoallergenic soap
Categorizing Supplies
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-7
A supply list can help track and categorize supplies according to need and urgency
IncidentalSupplies
Vital Supplies
PeriodicSupplies
Categorizing Supplies (cont.)
Exam table paper, prescription pads
Staples, rubber bands
Appointment books, holiday cards
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-8
Storing Office Supplies
• Store supplies in a neat, organized manner to prevent
–Loss
–Theft
–Damage
–Deterioration
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-9
Storing Office Supplies (cont.)
• Place close to areas of use
• Storage cabinets– Label storage cabinets and
boxes to facilitate finding supplies
– Note the shelf life of items and place older items in the front to be used first
– Always check expiration dates
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-10
Storing Supplies: Administrative
• Store paper products flat in their boxes or packages
• Information booklets may be stored upright to save space
• Envelopes and other paper goods with gummed surfaces must be kept dry to prevent them from sticking
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-11
Storing Supplies: Clinical
• Implement the rules of good housekeeping and asepsis for clinical supplies
• Sterile items must be kept sterile and clean items clean
• Chemicals, drugs, and solutions
– Keep in a cool, dark place unless refrigeration is required
– Keep liquids in original containers and store below dry supplies
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-12
Storing Supplies: Clinical (cont.)
• Poisons and narcotics are to be stored separately– Narcotics must be kept in a
locked cabinet
• Clinical refrigerators – No food items– Monitor and record
temperature
• Refer to Material Safety Data Sheet (MSDS) for storage details
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-13
What should you do when placing new items in a storage cabinet?
Apply Your Knowledge
ANSWER: When placing new items in a storage cabinet, you should check the expiration dates and rotate older items to the front to be used first.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-14
Taking Inventory of Office Supplies
• Inventory– A list of supply items and quantities on
hand
– Keeping the inventory accurate requires• Careful planning• Attention to detail• Basic math skills
– Accurate inventories prevent the office from running out of needed supplies
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-15
Medical Assistant Responsibilities
• Tracking supplies bought and used
• Calculating the budget for supplies
• Selecting supplies and vendors
• Following purchasing and payment procedures
• Storing items properly
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-16
Medical Assistant Responsibilities (cont.)
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-17
Inventory and Ordering
• Establish regular inventory and ordering times– All staff know when to submit requests– Reduces the need for rush orders
• When to order early– To avoid shortages on high-usage items– Consider storage capacity
• Unanticipated shortage of a supply item
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-18
Apply Your Knowledge
What is necessary to keep an accurate inventory?
ANSWER: To keep an accurate inventory you must
• Plan carefully• Pay attention to detail• Have basic math skills
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-19
Locating and Evaluating Supply Vendors
Determine what percent
of the budget is needed
Compare vendors
for:
Use reputable vendors
Get the best prices
$
• Prices• Quality• Service• Payment
policies
• Average is 4–6% of annual gross
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-20
Competitive Pricing and Quality
• Unit pricing– Generally lower if
larger quantities are purchased
– To calculate:divide total cost of package by the quantity, or number of items
• Rush orders– Cost more than
regularly scheduled orders
– Learn the average delivery time for each vendor to avoid rush orders
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-21
Competitive Pricing and Quality (cont.)
• Mail-order companies– Usually more economical– Less control over the order– Risk hidden costs
• Group buying pools– Offices pool resources to
qualify for quantity discounts
– Convenient for medical offices in the same building
• Cost controls– Look for ways to reduce
cost without sacrificing quality
• Purchasing groups– Groups of physicians that
order supplies together to obtain bulk rate discounts
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-22
Benefits of Local Vendors
• Special services in an emergency situation
• Information about upcoming sales and specials
• Personal assistance, such as helping with inventory
• Part of the community, and good relations between them and the physicians are a plus
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-23
Payment Schedules
VendorPaymentTerms
Vendor’s invoice
• Usually describes terms of payments• Examples include:
$ No handling charges forprepaid orders
$ Discounts if checks areenclosed with the order
$ Delayed billing for 30 to 90 days
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-24
Ordering Procedures
• Order forms– Orders can be made
• With traditional order forms • By telephone, fax, or online
– Be sure to keep a copy of order form
– Double-check order form for accuracy
Cotton tipped swabs
Elastic bandages
Tape
2 x 2s
4 x 4s
Tongue depressors
3 ml syringes
5 ml syringes
Alcohol pads
Cotton balls
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-25
Ordering Procedures (cont.)
• Purchase requisitions
– Formal requests for purchases
– Large purchases may require approval
– Purchase orders - preprinted forms, often with consecutive numbers
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-26
Ordering Procedures (cont.)
• Checking received orders– Record the date orders are received on
inventory care or record page
– Check the shipment packing slip against the order and mark date received on packing slip
– MSDS should be provided by manufacturer for any chemical item
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-27
Ordering Procedures (cont.)
Checking received orders (cont.)
– Correcting errors• Report all errors to
vendor immediately• Have the invoice number,
order date, and other information handy when reporting an error to the company
– Invoices• Check against original
order and packing slip• Document when paid
– Disbursements• Payment of funds to
vendors using a check, cash, or money order
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-28
Avoiding Common Mistakes
• Be aware of dishonest telephone solicitors– It is a good practice not to purchase after an initial
telephone solicitation – Request a return telephone number– Check with the Better Business Bureau
• Be aware of the “bait and switch” tactic used by some vendors
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-29
Apply Your Knowledge
Why is it important for a medical office to have an inventory and ordering schedule?
ANSWER: Regularly scheduled inventory and order days help all staff know when to have requests submitted; this reduces the need for rush orders.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-30
In Summary
8.1 Supplies:• Vital supplies
– Essential to office functioning– Examples – prescription pads and examination table
covers
• Incidental supplies– Purchased quickly – Examples – rubber bands or staples
• Periodic supplies – Require occasional ordering – Examples – appointment books or holiday cards
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-31
In Summary (cont.)
8.2 Storing administrative and clinical supplies requires good organizational skills.
– Administrative supplies should be stored flat in their original boxes to prevent bending or curling.
– Store clinical supplies in clean and protected areas away from damage and exposure to the elements and refer to the rules of asepsis.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-32
In Summary (cont.)
8.3 Make sure you track your inventory properly by using reorder reminder cards or inventory cards and a supply checklist.
8.4 Establish a regular inventory and ordering system so that supplies will not be depleted before the next ordering cycle.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-33
In Summary (cont.)
8.5 Always locate and use reputable vendors when ordering supplies. Find vendors with competitive prices, and make comparisons.
8.6 Savings can add up when you obtain the best quality supplies while controlling costs. Purchasing in groups and sometimes using mail-order supplies will be beneficial in the long run.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-34
In Summary (cont.)
8.7 Ordering procedures may vary from office to office. Properly complete the paperwork, check orders received, correct errors in shipment and make payments on time.
8.8 When you receive your supplies, check for any errors. If there are errors, notify the supplier immediately.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
8-35
When you go to When you go to buy, use your eyes, buy, use your eyes, not your ears. not your ears.
- Czech Proverb- Czech Proverb
End of Chapter 8