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Instinct EMR
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  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
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Integrations
  • Integrations Reference Guide
  • Antech Diagnostic Integration
  • Asteris Integration
  • Client Chat (Powered by Twilio)
  • Cubex Integration
  • Dictation Programs in Instinct
  • DYMO Integration with Web Connect Service Guide
  • Gravity Payments User Guide
  • Gravity Text/Link To Pay
  • Heska Point-Of-Care Diagnostics Integration
  • IDEXX VetConnect
Analytic Reports
  • EMR Analytics Guide
  • Accounts Receivable (A/R) Summary Report
  • EMR Controlled Substance Report
  • Deceased Patients Report
  • Incomplete Charts Report
  • Open Invoices Report
  • Order Summary Report
  • Patient Census Detail Report
  • Practice Summary Report
  • Provider Commissions Reporting in Instinct
  • Provider Summary and Details Analytic Reports
  • Referrer Details Report
  • Revenue Details Report
  • Taxes, Non-taxable Sales, and Discounts Report
  • Transaction Details Report
  • Transaction Summary Report
EMR Training Videos, Quizzes & Webinars
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EMR ProTips
  • Filters/Sorting Guide
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • 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
  • 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?
  • 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
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  • 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
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  • 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?
EMR Technology Guidelines
  • Zebra Label Printer Setup on macOS
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Hardware & Technology Guidelines
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
EMR Release Updates
  • May 2023 EMR Release Updates
  • April 2023 EMR Release Updates
  • March 2023 EMR Release Updates
  • February 2023 EMR Release Updates
  • January 2023 EMR Release Updates
  • December 2022 EMR Release Updates
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  • 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
EMR Onboarding Documents
  • EMR On-Site Go-Live Guide
  • What is an EMR Superuser?
  • EMR Virtual Go-Live Guide
  • Medical and Workflow Guidelines
EMR Product Groups
Print

EMR Product Groups

Product Groups are extremely useful when building Treatment Sheets, Estimates, and even Invoices based on hospital workflows and protocols!


🥇 Product Group Best Practices

We recommend creating specific Treatment, Estimate, and Invoice Product Groups because:

  • 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 or Invoice, all options would appear.
  • You will be adding duplicate charges since Instinct captures charges from the Treatment Sheet as the items are updated/completed.
  • There may be automatic charges associated with Treatment Sheet Product Groups, different hospitalization options, etc.
  • If a Treatment Sheet Product Group is selected on the invoice, any and all billable items will be included on the invoice by default.

🩺 Treatment Sheet Examples

Product Groups can be ordered on the Treatment Sheet to easily build a detailed workup in just a few clicks. We also recommend using a common label when creating these so they’re easy to search for (OP, ER, IP prefixes).

Orders within a Product Group can be active by default with specific frequencies and start times if needed.

💡 ProTip: Visit our Admin Guide for more information on creating Product Groups, and view Common OP/IP Product Groups here.


➕ Adding Groups to an Estimate

Estimates can be streamlined by using existing groups or by creating Estimate-only groups (excluding non-billable vitals) in your Instinct Product Group Admin. You also have the ability to adjust the ‘low’ and ‘high’ end of the estimate group as seen in the screenshot below:

💡 ProTip: Take a look at the Carville EMR Estimate Guide for an in-depth view of our Estimate feature.


💰 Adding Groups to the Invoice

Specific Invoice Product Groups can be created to easily add multiple items to an Invoice instead of adding items line by line. These Invoice Product Groups should be different from your Treatment Sheet Product Groups, as Treatment Sheet Product Groups may have multiple billable items that are selected at the time of ordering (5mg Enalapril, 10mg Enalapril, etc.)

Once selected, you will be prompted to confirm the information, including the doctor before it is actually placed on the invoice.

When the group items have been added to the invoice, each line will show the quantity, doctor, and price. Also, the visit balance and invoice totals can be seen at the lower left hand of the screen.

💡ProTip: To learn more on Invoicing, check out the EMR Invoice Guide!


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