The Exams section is where Exam types can be created, modify, and deleted/inactivated. Active Exams in this section will appear in the Exam drop down lists throughout Instinct.
Any user with the “admin_exams” permission can manage Exams in Admin.
Adding New Exams
To add a new Exam, simply click “+ New Exam” at the top of the Exams Admin page.
Enter a Label and Abbreviation, then click “Save”. To link Automatic Charges to the Exam, simply click the “Add/Edit Charges” button and search for the appropriate Automatic Charge. As a reminder, Automatic Charges can be created under Products.
For more information on how Automatic Charges work, click here.
Editing An Exam
To edit an Exam, simply click on the Exam Label to open the Exam Form.
To delete an Exam, click on the “X” on the far right (as shown above). A message will appear asking to confirm the removal of the Exam. Once confirmed, the Exam will be removed from the list if it has never been used before. If an Exam has been used before, a new message will appear stating that the Exam is currently in use and can not be removed.
In this situation, Instinct recommends inactivating the Exam by clicking on the Exam Label to open the Exam Form. Simply click on the “Active” toggle to turn it off, then click on “Save”.
The inactive Service will then show in gray on the Exams list and will no longer appear in the Exams drop down lists throughout Instinct.