EncaptureMD Documentation & FAQ

How do I remove inventory from a canceled study?

Updated on

What you will accomplish: Remove inventory from a canceled study in EncaptureMD.

Prepare the Study for Inventory Removal

  1. Right-click the study in the work list. Select Un-Cancel Study and Click Yes to proceed.

Remove Inventory Items

  1. Open the study. Click the Inventory tab.

    inventory tab
  2. Right-click the inventory item to remove. Select the appropriate action:

    • Delete – Not tracking inventory on the shelf.
    • Return Item to Inventory – Tracking inventory on the shelf.
    • Remove from this study, but keep associated with the patient – Keep item in patient record, remove from this study.
    • Move to a different study – Move item to another study or patient.
    return item to inventory

Re-Cancel the Study

  1. Close the study.
  2. Right-click the study in the work list. Select Cancel Study.

    re-cancel study
  3. Enter a reason for cancellation (optional).
  4. Click Cancel Study to confirm.

    reason for cancellation

More info

  • Super Admin access is required to cancel and un-cancel studies.
  • Entering a reason for cancelation is optional. The drop-down list is configured per customer.
  • Steps 2 and 3 apply even if the study is not canceled.
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