Timed fluid charges can automatically bill in the background q2, q12, q24, etc. using Automatic Charges. Products with an Automatic Charge are displayed with a dollar icon on the treatment sheet. Hover over the icon for the name of the charge attached to the product.
How to Document IV Fluid Rates Without Triggering Unintended Automatic Charges
When documenting IV fluid rates in Instinct, it is important to follow specific steps to avoid triggering unintended automatic charges on the invoice. Below are the recommended practices.
Common Issues
Triggering Duplicate Charges: Completing the treatment as a one-off or entering the rate under the Vitals tab can immediately post automatic charges to the invoice, potentially leading to duplicate line items.
If a treatment is ordered with an Automatic Charge linked to it, the Automatic Charge fee will be included on the Invoice at the scheduled start time. For example, if the current time is 12pm and the order starts at 2pm, the fee will start at 2pm. The frequency of any Automatic Charges can also be set up in the Instinct Admin, which are then automatically added to the Instinct Invoice at your desired frequency one time, q2, q12, q24, etc.
Step-by-Step Instructions
Navigate to the treatment sheet for the patient.
Locate the IV fluid treatment entry.
Update the fluid rate directly within the treatment sheet.
Save your changes. The system will automatically post charges at the scheduled times (e.g., at the start time and configured frequency). By following these steps, you can ensure accurate documentation of IV fluid rates while avoiding duplicate or unintended charges.
Take Note:
Please keep in mind Automatic Charges land on the Invoice at the scheduled start time, regardless if it’s been Completed or not. If an Automatic Charge is added to the Instinct Invoice in error, it can be manually voided.
For more information on Automatic Charges and how to create them, click here.
Following the recommended steps for documenting IV fluid rates on the treatment sheet can help prevent errors and reduce the need to manually void unintended charges.