Controlled substance reasons
Set up a list of reasons for the use of a controlled substance.
Before you start
Security
- Controlled Substance Reason information
- Controlled Substance Reason List
Setup
- Invoice defaults
- Inventory items marked as a controlled substance
Important!
- Inventory Items must be marked as a controlled substance.
- Use controlled substance reasons must be selected in Invoice defaults.
- Some states require practices to document the reason a controlled substance was used or dispensed.
Setup controlled substance reasons
Navigate to Controls > Controlled Substance > Controlled Substance Reasons.
Add a controlled substance reason
- Click New.
- Enter the description of the reason a controlled substance would be used.
- Click OK.
Update a controlled substance reason
- Click Update.
- Change status to Inactive, if needed.
- Click OK.
Delete a controlled substance reason
- Click Delete.
- Click Yes or No to confirm.
Additional information
General
- The controlled substance reason list pops up during invoicing and forces the user to select a reason before they can proceed with other invoicing steps.
- Some common reasons are preloaded with your software.
Related reports
These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window.
- Controlled Substance Report
- Invoice Item Information Report
