Medications can be charged ‘per vial’, ‘per bottle’, or ‘per bag’ and can be set up to only charge one time on the Instinct Invoice.
First, be sure that the individual automatic charges are properly set up for the particular medication. Additionally, ensure that the Selling Unit in the Stockroom is configured to a billing-friendly unit, such as mL, to align with the per-vial or per-bottle setup for accurate billing calculations.
Once in the product information area, select the Automatic Charges Add/Edit Charges icon.
Add the automatic charge associated with the product with a frequency of ‘Once’.
When the product is ordered on the Tx sheet, the cost of the vial will automatically go to the Instinct Invoice one time.
When medication is ordered on the Tx Sheet, it can be ordered “per mL”, as seen above in the blue box, but the invoice will show the quantity as “1” vial. This behavior is achieved by setting the Formulation Unit for prescribing (e.g., IU) separately from the Selling Unit for billing (e.g., mL), ensuring clinical accuracy while maintaining practical billing.
The order can continue to be completed and will not generate further fees.
Additional Configuration Options
Adding Informational Labels or Notes: Update product labels or descriptions to include details like mg/mL, which can be visible to staff and printed on orders or labels.
Setting Default Order Notes: Configure default order notes with mg/mL values to provide clarity for staff while maintaining the existing billing setup.
Best Practices
Verify that prescribing units align with clinical standards to avoid dosing errors.
Use labels and notes to provide additional clarity without altering billing configurations.