You can control and manage Automatic Charges directly in Instinct!
Automatic Charges are used for items that bill in the background when other items are ordered, such as timed charges like fluid pump fees or daily blood pressure fees. Products with an Automatic Charge are displayed with a dollar sign on the treatment sheet (hover over for more information):
If a treatment is ordered with an Automatic Charge linked to it, the Automatic Charge fee will be included on the Invoice at the scheduled start time. For example, if the current time is 12pm and the order starts at 2pm, the fee will start at 2pm.
📓 Please Note: Items with an Automatic Charge should not be ordered via One-off or on the Vitals screen as this will generate a new charge.
Creating Automatic Charges
Automatic Charges are created the same way products and medications are created:
- Click “Admin” (settings gear) towards the left side of the screen, select “Products”, and then “+ New Product”.
- Under “Class”, choose “Automatic Charge”.
Once created, the final step is attaching it to the product within the product admin:
- To do this, simply search for the product that should trigger this charge, click on it, and edit the product (look for the Automatic Charges section) to attach the associated Automatic Charge item.
Automatic Charges can be added at set frequencies based on your charging schedule. In the example below, this order has a q12 ‘Fluids IV’ charge which lands on the invoice at the start time and every 12 hours thereafter. An additional one-time pump fee is also charged at the start time.
📓 Please Note: If you’d like to inactivate an Automatic Charge, you must first remove it from each product it is attached to (Instinct will remind you if you try). If you need assistance, you can always reach out to us at email@example.com!