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Shift Charges and Automatic Fees

Written by Betsy Reichenberg

In Instinct EMR and ITP, automatic charges let you capture timed-service fees—like oxygen therapy or telemetry monitoring—without requiring staff to enter them on the invoice manually. When a specific item is ordered, the attached automatic charge begins invoicing at a set frequency and continues until the order is discontinued.


Create automatic charges for timed services

To automatically capture fees for timed services, create automatic charge products in Admin and attach them to the relevant order. When that order is placed on the Tx Sheet, the charge appears on the invoice at the scheduled start time and repeats at the configured frequency.

Common timed services typically set up as automatic charges include:

  • Oxygen Therapy (1-12 hours)

  • Telemetry Monitoring (1-12 hours)

  • Blood Glucose Curve (1-12 hours)

  • Urinary Catheter Care (1-12 hours)

  • ECG Monitoring (1-12 hours)

  • Ventilator Monitoring (1-12 hours)

  • Tube Feeding (1-12 hours)

  • Nebulization Therapy (1-12 hours)

  • Blood Pressure Monitoring (1-12 hours)

  • Pulse Oximetry Monitoring (1-12 hours)

To create an automatic charge for a timed service:

  1. Go to Admin and open the product you want to configure, or create a new product with the class set to Automatic Charge.

  2. Open the order that the automatic charge should be attached to (for example, Oxygen Therapy).

  3. In the Automatic Charges section, select + Add automatic charge.

  4. Select the automatic charge product and set the Frequency (for example, q12h).

  5. Select Confirm to save.

Note: Staff do not need to remember to enter these charges manually—once an order is placed, Instinct handles the invoicing automatically. This prevents missed charges during busy shifts and reduces reliance on staff memory for billing accuracy.


Frequently asked questions

When does the automatic charge first appear on the invoice?

The charge appears at the order's scheduled start time. If the current time is 12 PM and the order is set to start at 2 PM, the first charge lands on the invoice at 2 PM.

For "One Time" automatic charges, the fee posts at the exact time the associated treatment is scheduled. For instance, if a treatment is scheduled for 1:00 PM, the charge will appear on the invoice at that time.

What happens to the automatic charge when the order is discontinued?

Automatic charges stop when the associated order is discontinued on the Tx Sheet. No further charges are added to the invoice after discontinuation.

Can I attach more than one automatic charge to a single order?

Yes. Multiple automatic charges can be attached to a single product, each with its own frequency. For example, a setup fee (Once) and a monitoring fee (q12h) can both be attached to the same order.

Can automatic charges operate independently of treatment schedules?

Yes. Automatic charges follow their own configured frequency, regardless of the frequency of the associated treatment. For example, an automatic charge set to post hourly will continue to do so even if the associated treatment is scheduled every four hours.

What happens if the treatment frequency is changed?

If the frequency of the treatment is adjusted, the schedule for future automatic charges will align with the new interval. This ensures that the charges reflect the updated treatment plan.


Still need help?

Contact support via live chat or email [email protected].

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