Why this matters
In Instinct EMR, a non-visit invoice can now be billed to a different location than the patient's last visit—for example, a phone consult that requires medication only stocked at another location, or a medication drop-off for a patient hospitalized elsewhere. You select the location directly on the invoice or in the Prescriptions panel, instead of being locked to the patient's last visit location or needing to create a fake visit to redirect the charge.
Select a location on a non-visit invoice
Navigate to the Invoices tab in a patient’s chart.
Select New Invoice from the bottom left of the Invoices screen.
Choose an invoice location from the location selector, then select Confirm.
Complete the rest of the invoice as usual.
The invoice, and any inventory deducted for it, will be attributed to the location you select.
Note: This also applies when Instinct automatically generates a standalone invoice from a prescription written for a checked-out patient — you can redirect that invoice to a different location instead of it defaulting to the patient's last visit location. |
Select a location from the Prescriptions panel
When dispensing a prescription for a checked-out patient, you can select which location the resulting invoice should be billed to right from the Prescriptions panel. Just choose the location from the selector before searching for a medication, and the invoice (and any inventory deducted) will be attributed to that location instead of defaulting to the patient's last visit location.
Submit feedback
Feel free to give us feedback on invoice location selection by submitting a feature request. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.
Still need help?
Contact support via live chat or email [email protected].