How invoicing works
ITP pulls invoice line items for active visits from ezyVet. Line items are cached and refreshed periodically, and products are cached for up to 2 hours. When a clinician completes a treatment in ITP, that line item automatically writes back to the active ezyVet invoice, as long as the requirements below are met.
Requirements for writeback
For a line item to write back successfully from ITP to ezyVet:
The product must exist in both systems with a matching product code
An active, non-approved invoice must exist in ezyVet for the patient's current visit
The invoice must be linked to the patient's clinical record in ezyVet
A provider must be assigned to the line item in ITP
A provider’s ezyVet ID must be linked to the user account in Instinct → Admin → Staff. Reach out to our support team via live chat or email [email protected] for assistance with confirming IDs.
Product configuration
Service fees are supported. They automatically populate in ezyVet when the associated charge writes back, so you don't need to upload them to ITP separately.
Product bundles are not supported for writeback, since this integration syncs patient visits and invoices. If you use bundles, you have two options: recreate them as product groups in ITP so they can be invoiced directly from ITP, or continue entering them in ezyVet's Therapeutics record, and they'll download to the ITP invoice.
Recommended: track Instinct charges on ezyVet invoices
Enable the Created column on ezyVet invoices, so you can quickly tell which charges came from ITP.
Open a patient invoice in ezyVet and click the pencil icon.
Select Created to add the column, then save.
Note: You may need to enable this column separately for each ezyVet user. |
Once enabled, charges entered via ITP display as Instinct – Treatment Plan. Charges entered directly in ezyVet display the name of the provider or resource that entered them.
Frequently asked questions
Why did writeback fail the first time I completed a treatment after check-in?
ezyVet doesn't automatically create an invoice when a patient checks in, so there may not be an active invoice yet. In the patient's clinical record in ezyVet, select New Invoice → Save, then retry writeback from ITP.
Note: If the patient doesn't have a clinical record in ezyVet yet, create one before creating the invoice. |
Why is a charge missing from the ezyVet invoice?
Confirm the product exists in both systems with the same product code and that a provider is assigned to the line item in ITP. If the issue continues, contact Instinct support.
Still need help?
Contact the Instinct support team via live chat or email [email protected].