45 STEPS
1. Welcome to the ReadySet FAQ on "How to Add Inventory in Advance via the ReadySet Platform"
2. Once the case is scheduled in the EHR, you will receive and automated email invitation
3. Click within the email or navigate directly to the ReadySet Vendor Dashboard to accept the case and add inventory
4. Within the ReadySet platform, navigate to your "Pending Requests" to accept cases
5. See all cases that are "pending" in yellow and click on one to accept and add inventory
6. Click the three dots
7. Click Accept
8. Note you may also "decline" from this view, add cases to your calendar via an .ics file, or view the case details.
9. Tip: These additional tasks of adding to your calendar or viewing case details can be completed both prior to accepting and post-accepting through the same "three dots" menu
10. After clicking "accept" select Assign Inventory
11. First you will be prompted to add your trays and or favorites by clicking on "Add Tray" or "Add Favorite"
12. Upon clicking "Add tray" you may begin typing in the search box and you will see all facility-approved inventory.
For example type "Screw"
13. Select the item from the list
14. Indicate quantity by either typing in the box...
15. clicking the "+" button to add more inventory...
16. or the "-" button to remove
17. You may indicate if the item requires a rapid turnover by clicking the "Rapid Turnover" button
18. If the item should be held by clicking the "hold" button
19. Or indicate if the item will be Sterile Prior To Check-in by toggling the button from "no" to "yes"
20. Repeat these steps until you have added all of your trays
21. You may also add favorites (a group of inventory associated to a particular case type or surgeon) by clicking "Add Favorite"
22. You will select your favorite from the dropdown
(See our "How to Manage Favorites" video for more information on how to set these up)
23. And now we will see that all of the items in my favorites group have quickly and easily auto-populated and now I may update any quantities or details as I have for the individual trays
24. You will now add your ETA by clicking the "calendar icon"
25. And selecting the date from the calendar view
26. You will then also select the time-frame in which you will arrive. These are displayed in 4 hour increments.
27. Click Continue to move forward
28. If your case will require consignment items you may toggle the button from "no" to "yes"
29. And enter a description of the consignment inventory by typing in the "Description" box
30. Click Continue to move forward
31. If your case will require implants, you may select "Add Implants" to select from the facility-approved list
32. Select the implant from the list
33. And update quantity accordingly
34. You may also scan inventory in via the barcodes found on the implants by clicking "UDI Scan"
35. This is a quick and easy way to add inventory and is also available on mobile
36. If you have totes, click "add tote" to add this inventory
37. Similarly to adding individual implants, select "+ Implant"
38. And select the items from the dropdown list
39. Continue until all of your implants are added, or use the "UDI Scan" feature
40. Click Continue to move forward to review
41. Here you will see all of the inventory from your trays, consignment inventory, to implants and totes for your review. Once you have confirmed, click "Confirm and Accept"
42. In the case you have selected a delivery date that is too close to the case, you will be prompted to provide a "Reason for late ETA"
43. Select the reason from the dropdown list
44. And add any further details as appropriate
45. That's it! Now your case is accepted and inventory has been added.
You and the hospital team will receive an automated email notification with details of the case.
You can come in any time before the case as well to edit inventory or your ETA.
