The purpose of this quick start guide is to get you familiar with the key features of vTrakr you’ll use to process a case and complete your sales. This is not intended to be an exhaustive document; make sure to check out our Knowledge Base to answer any questions you may have. If you still don’t have answers feel free to send us a request!
NOTE: The headings for each section are clickable links to pages with more detail and demonstration videos.
1) Download the app and get signed in
The iOS Beacon Mobile app is available on the app store. If you are an Android user, you will download the app from Google Play, which is a mobile version of the Console. Before you sign in make sure your organization’s Admin has created your account and you have received and accepted the email invitation.
2) Create Inventory and Review Stock Levels
When first logging into your account, check out your All Inventory page to see what inventory is in your custody. If inventory is missing, you may need to create the inventory or request that it be transferred to you.
The Directory houses your Facility, Physician, Procedure, and other important information. When logging in for the first time, review the directory to make sure you have access to the records you need so you'll be able to create your cases without any issues. If any are missing you may need to create them or request your admin assign them to you.
Cases and other event types can be scheduled ahead of time (or after the fact) in the app. This is where you will put important case details like date, time, location, and surgeon.
Now that you’ve completed reviewing the quick start guide, you are free to dive in and search the Knowledge Base, or explore more advanced functionality such as reviewing your inventory and creating inventory transfers.