You can enable Equipment and Supplies for the LHIN for your agency by going to Settings>All Settings>Features and turning on the Equipment and Supplies feature flag.
The LHIN Integration feature flag must also be enabled.
For more general information on what Equipment and Supplies feature includes, see How do I manage Provider Equipment and Supplies?
Equipment and Supplies cannot be invoiced through Ad Hoc Invoicing.
Permissions for managing Supplies Requisitions
If you are an administrator with access to Settings>Roles and Permissions, you must enable at least one of the following ACLs under the Customer category for each Employee Role you wish to allow to manage supplies requisitions:
- Manage Equipment & Supplies Requisitions for a Service: Employees with this permission will be able to create, edit, and view supplies requisitions for Client Services on their Caseload.
- Manage Equipment & Supplies Requisitions for All Clients: Employees with this permission will be able to create, edit, and view every requisition in AlayaCare. This permission is designed for coordinators, office, and admin roles.
- View Supplies Catalogue: Employees with this permission will be able to view supply catalogues in a read-only format to see what items are available for ordering.
View Supplies Catalogue for the LHIN
To view the Supplies Catalogue for your agency's LHIN, go to Clients>Supplies Management>CCAC Catalogue.
You must have permission to view Accounting>Accounting Settings.
Create a New Requisition
To begin, go to the Services tab on the Client profile and select the Service you wish to add a Requisition for.
From the Service profile, select the green Equipment and Supplies tab and click +New Requisition.
Enter a Pickup Date in the New Requisition dialogue and click Save.
After clicking Save, you will be taken to the Requisition Details page.
Click the +Add Item button to add an item to the Requisition.
Start typing the item code or description in the Item Name field to select the correct item from the catalogue. Next, enter the Quantity and any Additional Information if necessary.
When you have finished, click Save.
Click the Edit button if you need to make changes to an item you have added to the Requisition.
To delete an item, select the downward arrow next to Edit and select Delete.
Send a Requisition to the LHIN
When you are ready to send a Requisition, click the Send button on the Draft Requisition page.
You can also send the Requisition from the Requisitions list under the Equipment and Supplies tab.
In the Send Confirmation dialogue, click Yes to continue.