Instinct automatically populates the Invoice with completed treatments and Automatic Charges, but you can also add items directly to a patient’s invoice.
To add items manually:
Search by Product Name or PIMS ID.
Edit the Label, Quantity, Doctor, and Price as needed (edits are allowed until the patient is checked out).
Click the orange checkmark to add the item to the invoice, or the grey “x” to cancel.
Please Note:
To add items to an invoice you must have the invoice_create_line_item permission assigned to your current user Roles.
Items added directly to the invoice do not affect current or scheduled treatments. If an item is added manually and also completed on the Treatment Sheet, both charges will appear on the invoice—they do not cancel each other out.
Adding an item directly to the invoice does not automatically include associated automatic charges. For example, if IV fluids with an automatic charge is added manually, the automatic charge must be added separately to the invoice.
Adding Invoice Product Groups
Invoice Product Groups allow your team to quickly load custom groups of products onto a patient’s invoice. Here’s how it works:
1. Head to the Invoice screen and search for any Invoice Product Group you’d like to use.
Pro Tip: Create separate ‘Invoice Groups’ that are specifically used for invoicing, such as a ‘Surgery Group Base’ or ‘Surgery – Fracture’ to include plates, anesthesia, etc. We’ll explain why you may not want to use your existing Treatment Sheet Product Groups in just a minute.
2. A doctor field is required in order to add items to the invoice and will default to the currently assigned doctor. If a doctor is not assigned yet, you’ll need to select one from the dropdown before adding the Invoice Product Group.
3. All billable items included in an Invoice Product Group will be added to the invoice.
Pro Tip: This is why we recommend creating specific Invoice Product Groups rather than using Treatment Sheet Product Groups:
Treatment Sheet Product Groups may include multiple billable options (e.g., 5 mg Enalapril, 10 mg Enalapril) that are selected at the time of ordering.
Using them on an invoice can result in duplicate charges, since Instinct already captures charges from the Treatment Sheet as items are updated or completed.
Treatment Sheet Product Groups may have associated automatic charges, varying hospitalization options, and other linked fees.
Selecting a Treatment Sheet Product Group on the invoice will automatically include all billable items, which may not align with the invoice you intend to generate.
A few things to keep in mind
If a non-billable order has an attached fee (such as an automatic charge), that fee will not be added to the invoice automatically, but you can add it manually if desired.
If a Product Group is added but contains no billable items, the following screen will appear:
