Welcome to the Instinct release notes page! These notes will provide information on the functionality of new features released this month.
Table of Contents
Small Invoice Changes
To prepare for the Line Item Discounts release, we have added a new SUBTOTAL column to the Invoice and moved the PRICE column in-between QTY and TAGS.
Old Invoice Layout:
New Invoice Layout:
PRICE column is still editable, however the SUBTOTAL column is un-editable:
The below image explains how the price and subtotal columns are being calculated and displayed. To view a larger version of the image simple right click and select: Open image in a new tab.
- The PRICE column displays the unit price pre-tax and pre-discount and is equal to the invoice SUBTOTAL.
- Taxes are calculated post-discount. Both taxes and discounts are calculated at the line item level under SUBTOTAL, and then totaled for the final invoice amount under INVOICE TOTAL.
Individual Line Item Discounts
Line Item Discounts allows you to apply discounts to individual line items, giving you control over which items have discounts applied, and the ability to apply multiple discounts to different items in a single invoice.
No new permissions are needed for Line Item Discounts, however you will need the following permissions to manage Discounts:
- admin_discounts – allows you to access and manage Discount options in Admin > Discounts
- apply_discounts – allows you to apply/edit/remove a discount on any Account, Patient, Invoice, or Line Item
Discount options have to be created first in the Admin > Discounts
Discounts can be excluded for a product if the product has been marked as Exclude From Discounts in Admin > Products
Discount Priority
There are 4 tiers of Discounts:
- Line Item level
- Invoice level
- Patient level
- Account level
- If the Account or Patient level has a discount applied, that will be used by default on the Invoice.
- If both the Account and Patient level have a Discount, then the Patient’s Discount will be used.
- Adding, changing or removing an Account level Discount will update the Discount used on the invoice.
- Adding, changing, or removing a Patient level Discount will update the Discount used on the invoice. It will also take priority over the Account level Discount if there is one.
- Changing an Invoice level Discount will not affect any applied Line Item discounts.
Deleting Discount Options in Admin
When a discount is deleted in the Discounts Admin that was used on the Invoice level, it is automatically replaced by a Patient or Account level discount if one exists.
How to Apply a Line Item Discount:
Click the 3-dot menu to see Add Line Discount
Select any pre-existing Discount option and click the orange check mark to save
The Discount used will display below the Invoice line item
Discounts can be applied directly to the invoice using the Add/Change Discount button at the bottom of the Invoice screen:
An Account or Patient level Discount can be overwritten on the Invoice by using the Change Line Discount button through the 3-dot menu:
You can also change Discounts using the Bulk Edit button at the bottom of the Invoice:
💡 To learn more, checkout our complete EMR Discount Guide!
Coming Soon! MPL Improvements
Main Problem/Dx List will soon be able to be sorted, and accidental entries can be voided.
Currently, the list is organized by status (resolved vs active) with active listed first, followed by resolved. Each of those sections is then ordered by date/time, with the most recently added at the top.
Once released, you will be able to use a new slider icon to the left of the diagnosis, to drag to reorder your list.
You can easily void any accidental entries by accessing the 3-dot menu located next to the DX.
The MPL/DX improvements are still in development and the information provided above may be subject to change.
Heska Improvements
When viewing Heska lab reports within Instinct, we will now flag low and high values that are outside the expected range, along with a range graph.
When ordering a Heska lab test within Instinct, a unique Request ID is now shown in the Chart pane:
You can use this Requisition ID at your EPOC alongside the Patient Name or ID:
💡 Check out our full Heska Integrations Guide!
Charts Screen
We moved the Filter button for the Chart Screen to the top right, and added a Filter button to Patient Attachments. Filters now apply to both Visit Documents and Patient Attachments.
Task List
- We fixed an issue where the text box was not showing paragraph line breaks.
- We increased the height of the text box to make viewing tasks with larger paragraphs easier.
- Finally, you can now adjust the height of the text box!
PDF Improvements
We fixed a few of the issues with PDF formatting:
- Overlapping section blocks
- Text running into the footer
- Text escaping from the section blocks
rHosp Bugfix
We fixed an issue where an email address that was associated to an rHosp that was deleted could not be used for another rHosp.
MPL/DX Sort & Void
The Main Problem/Dx List can now be sorted, and accidental entries can be voided.
You can easily void any accidental entries by accessing the 3-dot menu located next to the DX.
Charts Screen Sorting
We’ve relocated the Filter button for the Chart Screen to the top right and introduced a Filter button for Patient Attachments. Additionally, we’ve enriched visit documents by adding sorting arrows to every column, allowing for effortless sorting by Date, Status, Document Name, Document Type, or Doctor in either ascending 🔼 or descending 🔽 order.
DOB/Age Added to Rapid Registration
You can now more rapidly order lab work or print patient labels right upon check-in. We’ve achieved this by adding the Date of Birth (DOB) and Age fields directly to the Rapid Registration Screen:
rHosp Enhancements
Discover detailed rHosp information within the patient info bar:
The account and patient screen now displays both rHosp and rVet when searching for rHosp:
Updated rHosp screen in the account/patient screen:
Bugfixes 🐛
- Fixed an issue in Chart documents where there was significant lag while typing into a field with a large amount of text, and where pasted text was losing formatting and/or inserting line breaks.
- Fixed an issue where the Vitals snippets were not always pulling the latest values.
- Fixed an issue where the < character was being converted to < when inserted via snippets.
- Fixed a bug where our manual resend email didn’t work for checked in patients that are marked as OTW. Don’t worry, automatic emails at check in/out will still not be sent when a patient is OTW.