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What is an Event?

Last Updated: June 2024
  • An Event, in ConnectSx, is a record created documenting when inventory is consumed from the system.
  • An event is created, sales or device use are recorded, and when the event is closed/submitted the inventory is consumed from the account becoming deactivated/inactive.
  • Descriptions, comments, and important information such as Healthcare Facility, Physician, Procedure, Item usage status, etc. may be documented to add context. 
  • Events are how inventory is sold and are the precursor to the billing pipeline.
  • The most common event type is a surgical case

There are a number of different types of events that represent different real-life scenarios when inventory is being consumed or depleted.

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There are different types of events to match the various needs that can arise where your inventory is involved. Event types you can choose from include:

  1. Case: The case is the most common Event type and refers to a surgical case where inventory is used and billed.

  2. Sample: You might use the Sample Event type when a piece of your inventory is given to a sales prospect for promotional or marketing reasons or perhaps if a device was used in a demonstration and is no longer sellable.

  3. Loan: Loan can be used if an item or container is loaned to a provider or other sales rep. This will create a record that the inventory is loaned out.

  4. Damage: If inventory is damaged and must be removed from your stock use this Event Type.

  5. Return: If Inventory needs to be returned to a vendor/supplier/manufacturer whether or not they are connected with your ConnectSx account, use this Event type.

  6. Trial: If the product is part of a clinical trial, this event type will allow for the capture of critical data required in those activities.

  7. Stock adjustment: Use this event type to remove inventory in the system to fix inventory inaccuracies.

  8. Stocking Order: A stocking order allows you to sell inventory outright to the hospital outside of a surgical case with the intent being that they pull from it on their shelves as needed after the sale. A stocking order, rather than deactivating inventory, converts it to Facility Stock which is inventory that can no longer be sold but CAN STILL BE USED in a case in order to track device use and provide traceability to the patient record of the inventory that was used.

  9. Other: Use this Event type for any activity not covered by one of our other designations.

    If you have Event types you think should be added, drop us a line – we’re interested!