Inventory Management
Stay Stocked. Stay Organized. Stay in Control.
From gloves and syringes in a dental practice to supplements in a wellness clinic, managing inventory is a daily challenge. Running out of essential supplies disrupts patient care, while overstocking ties up capital and creates waste.
Compass Pro’s Inventory Management module gives you full visibility and control over your supplies, equipment, and products — ensuring your practice always has what it needs, when it needs it.
Why Inventory Management Matters
Many practices still track inventory manually or across multiple spreadsheets. The risks include:
- Stockouts that delay patient treatments.
- Overordering wastes money and storage space.
- Expired items that can’t be used.
- Lack of accountability for how supplies are used or ordered.
Compass Pro centralizes your inventory into a single, cloud-based system that integrates seamlessly with your scheduling, billing, and procurement processes.
How Compass Pro Inventory Works
- Centralized Product Catalogue – Keep an organized, searchable list of all supplies, from consumables to equipment.
- Real-Time Tracking – Monitor stock levels as items are used, with automatic deductions tied to patient appointments or treatments.
- Low-Stock Alerts – Receive notifications when items fall below minimum levels, so you can reorder before shortages occur.
- Reordering & Procurement – Generate purchase orders directly in the system, track vendor details, and streamline approval workflows.
- Batch & Expiry Management – Track lot numbers and expiry dates to ensure compliance and patient safety.
- Multi-Location Support – Manage inventory across multiple clinics or departments, with location-specific reporting.
- Integration With Billing – Automatically link inventory usage to billing, ensuring accurate charge capture.
Benefits of Compass Pro Inventory
- Avoid Stockouts – Keep essential supplies available at all times.
- Reduce Waste – Track expiry dates and order smarter to prevent loss.
- Save Staff Time – Replace manual counts and spreadsheets with automated tracking.
- Improve Cash Flow – Order only what you need, when you need it.
- Enhance Accountability – Full audit trails show who ordered, approved, or used each item.
- Simplify Multi-Location Operations – Centralized visibility makes scaling easy.
Who Benefits Most
- Administrators – Gain confidence that stock is managed and spending is under control.
- Providers – Never worry about missing supplies during treatments.
- Finance Teams – Ensure accurate cost tracking and billing integration.
- Patients – Benefit from uninterrupted care with the right tools and supplies always on hand.
Built for the Future
As practices expand, so does the complexity of inventory. Compass Pro is built to scale, whether you’re managing a single office or multiple branches across regions. With reporting and analytics, you can track usage patterns, forecast demand, and negotiate better vendor contracts.
Ready to Take Control of Your Inventory?
Stop relying on manual processes. Compass Pro makes inventory management simple, reliable, and integrated with the rest of your practice operations.
Apply for our Pilot Program today and try Inventory Management — along with the entire Compass Pro suite — free for 12 months.