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Instinct EMR
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  • Invoice Closing
  • EMR Administrator Guide
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  • EMR Charting Guide
  • EMR Integrations Reference Guide
  • EMR End of Day Processing Guide
  • EMR Refunds and Returns Guide
  • Rapid Registration
  • Outage Guidelines
  • Asteris Integration
  • IDEXX Diagnostic Integration
  • EMR Rounds/Case Review Guide
  • EMR Drawing Block Guide
  • Task List User Guide
  • Cubex Integration
  • User Roles and Permissions Guide
  • EMR Student/Draft Mode Guide
  • EMR Financials and Account Ledger Guide
  • EMR Appointment & Event Calendars
  • EMR Estimate Guide
  • EMR Prescription Guide
  • EMR Dymo Label Printer Guide
  • EMR Invoice Guide
  • EMR Shareville Guide
  • EMR Shareville rVet Guide
  • EMR Analytics Guide
  • EMR Comm Log User Guide
  • Heska Point-Of-Care Diagnostics Integration
  • EMR Taxes Guide
  • EMR Discounts Guide
  • EMR Referrer Guide
  • EMR Gravity Payments User Guide
  • EMR Appointment & Event Calendar Quick Guide
  • EMR Controlled Substance Report
  • EMR Inventory Guide
  • Outpatient and ER Workup Guide
  • Common Hospitalization Workflows
  • Rounds/Case Review Guide
  • Student/Draft Mode Guide
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • Maintaining Instinct
  • How Instinct EMR Captures Charges
  • Streamlining Charges - Instinct EMR Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan User Guides
  • Front Desk Guide
  • Outage Guidelines
  • Task List User Guide
  • User Roles and Permissions Guide
  • Instinct Treatment Plan Quick Reference Guide
  • Outpatient and ER Workup Guide
  • Instinct Treatment Plan Business Office Guide
  • Common Hospitalization Workflows
  • Instinct Treatment Plan Administrator Guide
  • Cornerstone Integration
  • Rounds/Case Review Guide
  • Missed Charges Guide
  • Charge Auditor's Guide
  • Instinct Treatment Plan Controlled Substance Report
  • Student/Draft Mode Guide
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • Maintaining Instinct
  • Manual Check In/Out Guide
  • EzyVet Check In/Out Guide
  • How Instinct Captures Charges
  • Streamlining Charges - Instinct Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan
  • Hardware & Technology Guidelines
  • February 2022 Instinct Release Updates
  • Insulin Therapy Guide
  • Routine Maintenance of Instinct
  • Front Desk Guide
  • Instinct System Status
  • Outage Guidelines
  • I cannot send charges back to Cornerstone
  • Patients are no longer checking in/out of Instinct
  • I already audited this bill, but now all the charges are missed again
  • Task List User Guide
  • October 2021 Instinct Release Updates
  • September 2021 Instinct Release Updates
  • User Roles and Permissions Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • Accessing Plumb's Drug Formulary in Instinct
  • August 2021 Instinct Release Updates
  • Instinct Treatment Plan Assign To Me
  • Instinct Treatment Plan Quick Reference Guide
  • Outpatient and ER Workup Guide
  • Instinct Treatment Plan Business Office Guide
  • 24 Hour Treatment View
  • Reopening a treatment sheet
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • Merge or Transfer Patients to a New Account
  • How do I skip or not complete a treatment?
  • Common Hospitalization Workflows
  • Instinct Treatment Plan Administrator Guide
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Alerts Guide
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • How Cubex/Omnicell work with Instinct
  • Cornerstone Integration
  • Rounds/Case Review Guide
  • Patient changed owners mid-visit, how do I document this in Instinct?
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Missed Charges Guide
  • Other/Miscellaneous orders
  • Charge Auditor's Guide
  • How do I exit full screen so I can minimize Instinct?
  • My charges are not syncing
  • Multi-frequency orders using tabs
  • Medical and Workflow Guidelines
  • What is a Superuser?
  • Instinct Treatment Plan Controlled Substance Report
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Student/Draft Mode Guide
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Installing Instinct with other practice software
  • Installing Instinct with Vetspire
  • Installing Instinct with Cornerstone - ImproMed - AVImark
  • Installing Instinct with ezyVet
  • 1 - General Overview
  • 2 - Status Board
  • 3 - Status Board Advanced Features
  • 4 - Treatment Sheet Overview and Completing Treatments
  • 5 - How to Make a Treatment Sheet
  • 6 - Vitals Screen
  • 7 - Patient Safety Warnings
  • 8 - Invoice
  • 9 - Admin
  • 10 - Assign To Me Button
  • 11 - Fluids, Additives, Transfusions, and CRIs
  • 12 - Using Instinct on TVs and in the Outpatient and ER Environment
  • 13 - One-Off Treatments and My Board Quick Switcher
  • 14 - How to Edit a Treatment, Discontinue, and Complete a Treatment in the Past
  • Instinct Treatment Plan On-Site Go-Live Guide
  • Instinct Virtual Go-Live Guide
  • Automatic Charges
  • Update Patient/Client IDs
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Maintaining Instinct
  • Triage Tags
  • Manual Check In/Out Guide
  • How does Instinct handle Daylight Saving Time?
  • How do I set up an on-the-way patient?
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Do product prices automatically update when edited in our Practice Management System?
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • Force Check-Out
  • EzyVet Check In/Out Guide
  • How Instinct Captures Charges
  • Streamlining Charges - Instinct Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan Training Videos
  • 1 - General Overview
  • 2 - Status Board
  • 3 - Status Board Advanced Features
  • 4 - Treatment Sheet Overview and Completing Treatments
  • 5 - How to Make a Treatment Sheet
  • 6 - Vitals Screen
  • 7 - Patient Safety Warnings
  • 8 - Invoice
  • 9 - Admin
  • 10 - Assign To Me Button
  • 11 - Fluids, Additives, Transfusions, and CRIs
  • 12 - Using Instinct on TVs and in the Outpatient and ER Environment
  • 13 - One-Off Treatments and My Board Quick Switcher
  • 14 - How to Edit a Treatment, Discontinue, and Complete a Treatment in the Past
Instinct EMR
  • Invoice Closing
  • May 2022 EMR Release Updates
  • April 2022 EMR Release Updates
  • EMR Administrator Guide
  • EMR Reference Guide
  • EMR Business Office Guide
  • EMR Charting Guide
  • EMR Integrations Reference Guide
  • EMR End of Day Processing Guide
  • EMR Refunds and Returns Guide
  • Rapid Registration
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • March 2022 EMR Release Updates
  • February 2022 EMR Release Updates
  • January 2022 EMR Release Updates
  • Instinct System Status
  • EMR On-Site Go-Live Guide
  • Outage Guidelines
  • December 2021 EMR Release Updates
  • Asteris Integration
  • Instinct EMR Reference Video
  • Merge or Transfer Patients to a New Account in Instinct EMR
  • IDEXX Diagnostic Integration
  • EMR Rounds/Case Review Guide
  • November 2021 EMR Release Updates
  • EMR Drawing Block Guide
  • EMR Product Groups
  • How does Instinct EMR handle Daylight Saving Time?
  • Task List User Guide
  • How do I set up an on-the-way patient in EMR?
  • How Do I Print In Instinct EMR?
  • Cubex Integration
  • Alerts Guide
  • October 2021 EMR Release Updates
  • User Roles and Permissions Guide
  • EMR Student/Draft Mode Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • September 2021 EMR Release Updates
  • What is an EMR Superuser?
  • EMR Financials and Account Ledger Guide
  • August 2021 EMR Release Updates
  • EMR Virtual Go-Live Guide
  • Reopening a Visit/Treatment Sheet
  • How do I copy/paste Vitals in EMR?
  • EMR Assign To Me
  • EMR Appointment & Event Calendars
  • EMR Estimate Guide
  • EMR Prescription Guide
  • EMR Dymo Label Printer Guide
  • EMR Invoice Guide
  • EMR Shareville Guide
  • EMR Shareville rVet Guide
  • EMR Analytics Guide
  • EMR Comm Log User Guide
  • Heska Point-Of-Care Diagnostics Integration
  • EMR Taxes Guide
  • EMR Discounts Guide
  • EMR Referrer Guide
  • EMR Gravity Payments User Guide
  • EMR Appointment & Event Calendar Quick Guide
  • EMR Controlled Substance Report
  • EMR Invoice Tags
  • EMR ID System
  • EMR Inventory Guide
  • Outpatient and ER Workup Guide
  • 24 Hour Treatment View
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • How do I skip or not complete a treatment?
  • Common Hospitalization Workflows
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • Rounds/Case Review Guide
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Other/Miscellaneous orders
  • Accessing Plumb's Drug Formulary in EMR
  • How do I exit full screen so I can minimize Instinct?
  • Multi-frequency orders using tabs
  • Medical and Workflow Guidelines
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Student/Draft Mode Guide
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • Hardware & Technology Guidelines
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Automatic Charges
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Maintaining Instinct
  • Triage Tags
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • How Instinct EMR Captures Charges
  • Streamlining Charges - Instinct EMR Tips and Guidelines
  • Dictation Programs in Instinct
EMR Training Videos
  • Instinct EMR Reference Video
EMR ProTips
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • Merge or Transfer Patients to a New Account in Instinct EMR
  • EMR Product Groups
  • How does Instinct EMR handle Daylight Saving Time?
  • How do I set up an on-the-way patient in EMR?
  • How Do I Print In Instinct EMR?
  • Alerts Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • What is an EMR Superuser?
  • Reopening a Visit/Treatment Sheet
  • How do I copy/paste Vitals in EMR?
  • EMR Assign To Me
  • EMR Invoice Tags
  • EMR ID System
  • 24 Hour Treatment View
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • How do I skip or not complete a treatment?
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Other/Miscellaneous orders
  • Accessing Plumb's Drug Formulary in EMR
  • How do I exit full screen so I can minimize Instinct?
  • Multi-frequency orders using tabs
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Automatic Charges
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Triage Tags
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
Instinct Treatment Plan ProTips
  • Insulin Therapy Guide
  • Routine Maintenance of Instinct
  • I cannot send charges back to Cornerstone
  • Patients are no longer checking in/out of Instinct
  • I already audited this bill, but now all the charges are missed again
  • Patient Safety Warnings For Chemotherapy Medications
  • Accessing Plumb's Drug Formulary in Instinct
  • Instinct Treatment Plan Assign To Me
  • 24 Hour Treatment View
  • Reopening a treatment sheet
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • Merge or Transfer Patients to a New Account
  • How do I skip or not complete a treatment?
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Alerts Guide
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • How Cubex/Omnicell work with Instinct
  • Patient changed owners mid-visit, how do I document this in Instinct?
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Other/Miscellaneous orders
  • How do I exit full screen so I can minimize Instinct?
  • My charges are not syncing
  • Multi-frequency orders using tabs
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • Automatic Charges
  • Update Patient/Client IDs
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Triage Tags
  • How does Instinct handle Daylight Saving Time?
  • How do I set up an on-the-way patient?
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Do product prices automatically update when edited in our Practice Management System?
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • Force Check-Out
Uncategorized
  • February 2022 Instinct Release Updates
  • May 2022 EMR Release Updates
  • Email Filtering with Analytic Reports
  • I already audited this bill, but now all the charges are missed again
  • Outage Guidelines
Instinct Treatment Plan Technology Guidelines
  • Hardware & Technology Guidelines
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Cornerstone Integration
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Installing Instinct with other practice software
  • Installing Instinct with Vetspire
  • Installing Instinct with Cornerstone - ImproMed - AVImark
  • Installing Instinct with ezyVet
EMR Technology Guidelines
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Hardware & Technology Guidelines
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
EMR Release Updates
  • May 2022 EMR Release Updates
  • April 2022 EMR Release Updates
  • March 2022 EMR Release Updates
  • February 2022 EMR Release Updates
  • January 2022 EMR Release Updates
  • December 2021 EMR Release Updates
  • November 2021 EMR Release Updates
  • October 2021 EMR Release Updates
  • September 2021 EMR Release Updates
  • August 2021 EMR Release Updates
Instinct Treatment Plan Release Updates
  • February 2022 Instinct Release Updates
  • October 2021 Instinct Release Updates
  • September 2021 Instinct Release Updates
  • August 2021 Instinct Release Updates
EMR Onboarding Documents
  • EMR On-Site Go-Live Guide
  • What is an EMR Superuser?
  • EMR Virtual Go-Live Guide
  • Medical and Workflow Guidelines
Instinct Treatment Plan Onboarding Documents
  • Cornerstone Integration
  • Medical and Workflow Guidelines
  • What is a Superuser?
  • Instinct Treatment Plan On-Site Go-Live Guide
  • Instinct Virtual Go-Live Guide
EMR Estimate Guide
Print

EMR Estimate Guide

Learn how to quickly create estimates and turn any completed estimate into an organized treatment sheet, all within Instinct!


Table of Contents

Admin – Creating Estimate Groups

Creating an Estimate

Adding Items to an Estimate

Automatic Charges and Estimate Duration

Patient Safety Warnings

Editing/Removing Items on an Estimate

Declining Items on an Estimate

Estimate Sidebar/Current Visit

Completing an Estimate

Undo

Revision History

Patient Info bar

Save/Print an Estimate


🔨 Admin – Creating Estimate Groups

We recommend creating specific Estimate Product Groups (in addition to Treatment Sheet and Invoice Groups) for a few reasons:

  • This avoids adding unnecessary items (like non-billable vitals from a Treatment Sheet group) on an Estimate as a $0 line item.
  • A Treatment Sheet group may contain multiple billable options that are selected at the time of ordering (5mg Enalapril, 10mg Enalapril, etc.) and if these were added to an Estimate, all options would appear.
  • There may be automatic charges associated with Treatment Sheet Product Groups, different hospitalization options, etc.


Estimate-only groups are created in the Admin > Product Groups section in Instinct. A ‘Target Estimate’ amount range is available for internal purposes only and will show up when searching/using groups on the estimate. It’s useful for storing canned estimates such as TPLO or Urethral Obstruction, where you may want to provide a target estimate to help your team make and provide accurate estimates. 

Admin users can also manage the Estimate Print Footer in the Admin section to include legal information to all estimate PDFs.


💰 Creating an Estimate

Click ‘Estimates’ at the top of any patient to enter the estimate screen. 

When viewing a patient’s estimate screen for the first time, a new estimate will be created automatically. The name of the estimate defaults to the current date/time and can be edited in the Estimate Name field. If the patient already has items on their invoice, current invoice charges can also be added or removed from an estimate by toggling ‘Start With Current Invoice Total’ and new estimates can be created by clicking ‘+ New Estimate’. 

📓 Please Note: Estimates can be created for patients who are not checked in (as long as the patient has had a previous visit in Instinct).


➕ Adding Items to an Estimate

Use the search field to add items via Product Name or PIMS ID and use the associate drop down boxes to quickly add Exam, Ward, and Hospitalization charges. You can also add groups to estimates either using existing groups or by creating Estimate-only groups in your Instinct Product Group Admin. Non-billable items can be added to an estimate with a $0 charge and Miscellaneous items can be added to create custom price line items.

Products with a default Frequency and Quantity (set in Admin) will be added to an estimate with the same Frequency.


⏰ Automatic Charges and Estimate Duration

If an order is added to an estimate with an Automatic Charge associated with it, both the original order and the automatic charge will show on the estimate. Similar to the Treatment Sheet, you are not able to add just the automatic charge to an Estimate and would have to order the item that has the automatic charge linked to it for it to appear on the Estimate.

Please keep in mind the low and high price is dependent on the Frequency and Estimate Duration, which is selected via dropdown to the left of the Complete button. This duration button will default to a one-time estimate which is useful for a procedure but if you are making a hospitalization estimate, you can set this for 24 to 48 hours and Instinct will update the math for you. 


🏥 Patient Safety Warnings

Dosing calculators, patient safety warnings, and Plumb’s information are available for each product on the estimate when clicking the Quantity field. The dosing calculator is hidden on the estimate screen for any medications that charge by strength.


📝 Editing/Removing Items on an Estimate

To remove an item from an Estimate, simply click the corresponding checkbox next to the item name and select ‘Remove’ at the bottom of the screen. Removing a Product with an Automatic Charge(s) will only remove the Product from the Invoice, and the associated Automatic Charge(s) must be removed separately.

To rearrange the order, click the up/down arrows next to each line item.

Estimate line item labels are editable which allows the user to add a misc. product code to the estimate for procedures or products that are not currently in the system. Renaming the misc. label assists in conveying the exact procedure, treatment, or medication to the client. Click on the orange check box to confirm the changes made to the item label.

Another great use of the editable line item label is for estimating for diagnostics you may or may not need. Simply add a ‘+/-‘ in front of the Product name, change the Low End price to $0, and keep the High End price as is. The client will be informed of the price if you do decide to move forward with that item.

If the low/high price of a Product is manually changed by a user, the price will no longer automatically update when changing the Frequency or Quantity because this calculation is performed with the default Frequency and Quantity set up in the Admin section. In order for the automatic pricing to calculate, this Product must be removed and re-added to the estimate.

For record-keeping purposes, completed Estimates cannot be deleted. In-progress estimates can be deleted via 3-dot menu only if no line items were added.


⛔ Declining Items on Estimates

If a client declines an offered service, that line item can be marked as Declined. There are two ways to decline an item:

  1. Check the box to the left of the item and click the Decline button.

2. Drag and drop the item into the Declined Items section at the bottom of the Estimate.

📓 Please Note: Drag and drop is only possible once at least one item has been declined.

How to Undo a Declined Item

There are two ways to move a Declined item back to the elected section:

  1. Check the box to the left of the item and click the Undecline button.

2. Drag and drop the item out of the Declined Items section.

After Declining an Item

  • The Declined Items section defaults to expanded view but can be collapsed by clicking the up/down button. The number of declined items will always display to the right of the section header.
  • Once declined, line items will not be editable. You will need to Undecline an item in order to make changes.
  • Declined items will not be displayed when generating a Tx Sheet or an Invoice from the Estimate.
  • Declined items will display on the printed Estimate, but the cost of the declined item will be omitted.

You can also print completed/approved Estimates from the Invoice.


🧾 Estimate Sidebar/Current Visit

The estimate sidebar is located towards the left side of the Estimates screen and includes all current and previous estimates for the selected patient.

You’ll notice the ‘Current Visit’ estimate is labeled with an asterisk (*) and typically, the most recent completed estimate is the current visit estimate.

If multiple estimates are marked with an asterisk (*), this means these are associated with separate visits.


✅ Completing an Estimate

To Complete an Estimate, click the orange ‘Complete’ button towards the bottom right hand corner of the Estimate screen and select ‘Complete’ or ‘Complete and Generate Tx Sheet’.

Complete – Completes the estimate which then becomes available in the treatment sheet search to order as a group.

Complete and Generate Tx Sheet – Completes the estimate and automatically opens the Treatment Sheet Product Group modal to easily add estimate items to the treatment sheet. 

Complete and Generate Invoice – Completes the estimate and automatically moves billable items to the invoice.

Once selected, you’ll be directed to the Invoice screen to review which line items you’ll be adding to the patient Invoice.

 🚨Important note: if an Estimate is moved to an Invoice but then the same item is completed on the Treatment Sheet, it will be displayed on the Invoice twice and may need to be voided based on your workflow.

📓 Please Note: This option does not fill in the Exam, Ward, or Hospitalization dropdowns – these will always need to be manually selected on the Treatment Sheet after the estimate is complete. For safety reasons, the Frequency and Quantity entered on the estimate will not export to the treatment sheet group and these fields will follow the normal product default Frequency and Quantity set in the product Admin. If no default Frequency or Quantity is set, these fields will be blank and can be selected upon ordering.


⎌ Undo

An Undo feature is available for any completed estimate as long as it was completed within the last 24 hours. Any estimates completed for over 24 hours are not available to undo for security.


✍️ Revision History

Revision history is available at the bottom of the Estimate and includes who Created, Updated, and Completed the Estimate. Please note that the ‘Updated’ revision history is recorded when a new Doctor is selected from the drop down or when toggling ‘Start with Current Invoice Total’.


ℹ️ Patient Info bar

The ‘Billing’ section on the patient info bar includes the high amount for the visit’s current estimate. This amount does not impact predicted billing and is for communication purposes only.


🖨 Save/Print an Estimate

To download a PDF of the estimate to your computer, simply click the ‘Save/Print’ dropdown and select ‘Print w/all prices’ or ‘Print w/total only’.

Estimates can then be signed on paper and uploaded as a pdf into the Charts section. Alternatively, the Comm Log or Charts consent forms can include recordings of the agreement to an estimate. Reach out to our team if you’d like advice on this workflow.


CONTACT US

Instinct Science
54 East Oakland Ave
Doylestown, PA 18901
sayhi@instinct.vet
866.267.1818
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