In Instinct EMR and Instinct Treatment Plan (ITP), marking a product as a controlled substance ensures its usage is tracked in the Controlled Substance Report, providing a clear audit trail for compliance. Admins can mark or unmark a product in Admin → Inventory → Products, or contact support to flag multiple products at once.
Before you begin
You must have the admin_products permission to change the controlled status of a product.
The order_controlled_substances permission allows users to order, prescribe, or refill controlled substances.
Mark a product as a controlled substance
To include a product in the Controlled Substance Report going forward:
Go to Admin → Inventory → Products.
Use the search bar to find the product by name or strength.
Click the product to open its edit form.
Check whether the Controlled Substance setting is toggled on. If it is not, toggle it on.
Click Save.
Once the product is marked as a controlled substance, its usage, invoicing, and prescriptions appear in future Controlled Substance Reports.
Note: Changes to the Controlled Substance setting only affect future Controlled Substance Reports. Historical data is not updated. |
Mark multiple products as controlled substances
To flag multiple products at once, contact support with the product names and details for each product, such as the name, strength or concentration, or PIMS ID. The support team can flag the products as controlled in bulk on the backend.
Contact support via live chat or email [email protected].
Remove a product from the Controlled Substance Report
To exclude a product from the Controlled Substance Report going forward:
Go to Admin → Inventory → Products.
Search for the product you want to remove.
Click the product to open its edit form.
Toggle off the Controlled Substance setting.
Click Save.
The product is removed from future Controlled Substance Reports. This change is managed within Instinct and does not require adjustments in Stockroom.
Frequently asked questions
Who can mark a product as a controlled substance?
Users with the admin_products permission can change the Controlled Substance setting in Admin → Inventory → Products. To flag multiple products at once, contact support.
Can I update historical reports after toggling the Controlled Substance setting?
No. Changes to the Controlled Substance setting only apply to future reports and do not affect historical data.
Where does a flagged product appear?
Flagged products are recorded in the Controlled Substance Report when a treatment is completed, when they are added directly to an invoice, or when they are prescribed. For details on the report, see Controlled Substance Report.
Still need help?
Contact support via live chat or email [email protected].