When this happens
Instinct EMR checks for unavailable products when you:
Add a Product Group to an invoice. The Group Confirmation modal checks each line item against the location tied to the invoice.
Create an invoice from an Estimate. The modal checks each estimate line item against the invoice's location.
What you'll see
When one or more products in the group are unavailable at the invoice's location, the Group Confirmation modal shows:
A warning banner at the top of the modal, noting that unaffected items are highlighted below and will not be added to the invoice.
Highlighted rows for the affected products, with a yellow background and a warning icon.
Available products display normally below the banner.
Confirming the group
Review the flagged items, then click Confirm:
Only the available products at the locations are added to the invoice.
The unavailable products are excluded automatically. They aren't added to the invoice, and no error occurs.
Review the highlighted rows before confirming, so you know what will and won't appear on the invoice.
Frequently asked questions
Why is a product missing from an invoice I just created?
If the product wasn't active at the invoice's location when you added a Product Group or converted an Estimate, Instinct EMR excluded it automatically. Add it manually if it should be billed at that location, or update its location settings first. See Set Up Per-Location Pricing for a Product.
Can I replace an unavailable product on an invoice the way I can on a treatment sheet?
No. Invoices support excluding unavailable products, not replacing them. See Replace or Remove Unavailable Products on a Treatment Sheet for the treatment sheet workflow.
Still need help?
Contact support via live chat or email [email protected].