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.
🐶 Sample Outpatient Groups
OP Allergic Reaction Group
Cerenia inj 10mg/ml Once
Dexamethasone SP inj 4mg/ml Once
Diphenhydramine inj 50mg/ml Once
Famotidine inj 10mg/ml Once
OP Broken Toenail
Check E-collar (on at all times)
IH Mini-Screen Panel Once
IH Urinalysis-Specific Gravity Once
Bandage-Soft cast-Small Once
Nail Clip/Trim Once
Wound care – level 1
OP Ears
Check E-collar (on at all times) Once
Dexamethasone SP inj 4mg/ml Once
Other – Administer Ear Medication Once
Ear Cytology Once
Ear Cleaning Once
OP Eye
Check E-collar (on at all times) Once
Other – Administer Eye Medication Once
Mini-Screen Panel Once
Urinalysis-Specific Gravity Once
Fluorescein Stain Once
Schirmer Tear Test Once
Tonometry – Single Once
OP FLUTD
Fluids – Subcutaneous
Urinalysis Complete (in house) Once
Urinalysis Complete (send to lab) Once
Prepare meds to TGH
OP Fracture (Splint)
Check E-Collar (on at all times) Once
Alfaxalone 10mg/ml inj Once
Buprenorphine inj. 0.5mg/ml-compounded Once
Diazepam inj 5mg/ml
Hydromorphone inj 2mg/ml
Methadone inj 10mg/ml
Midazolam inj 5mg/ml Once
Propofol 10mg/ml Once
Radiograph – Initial View Once
Radiograph – Additional View
CBC/Chem/PCV/TS/Blood gas Plus Once
Mini Screen Panel Once
Urinalysis-Specific Gravity Once
Catheter – Venous – Peripheral Once
Bandage – Softcast – Large Once
Bandage – Softcast – Medium Once
Bandage – Softcast – Small Once
Splint – Level 1 Once
OP Lameness
Radiograph – Initial View Once
Radiograph – Additional View Once
Mini-Screen Panel Once
Urinalysis-Specific Gravity Once
OP Respiratory
Radiograph – Chest Series Once
Fast Scan (Ultrasound level 1) Once
OP Skin
Check E-collar (on at all times) Once
Convenia inj 80mg/ml Once
Dexamethasone SP inj 4mg/ml Once
Cytology Once
Wound care – level 1 Once
Wound care – level 2 Once
Wound care – level 3 Once
Wound care – level 4 Once
OP Toxin
Apomorphine inj 3mg/ml Once
Cerenia inj 10mg/ml Once
Fluids – Subcutaneous Once
Activated Charcoal Suspension Once
Activated Charcoal w/Sorbitol Once
Activated Charcoal Administration
OP Urinary
Radiograph – initial view Once
Radiographs – Additional View Once
Culture & MIC – Urine Once
CBC/Chem/PCV/TS/Blood Gas Plus Once
PCV/TS/BG/Blood Gas Plus (record vital) Once
Urinalysis Complete (in house) Once
Urinalysis Complete (send to lab) Once
Urinalysis and Culture Once
Cystocentesis Once
Urine Sample-Collection by cath ProcOnly Once
OP Vestibular
Cerenia inj 10mg/ml Once
Other-Administer Ear Medication Once
CBC/CHEM/PCV/TS/Blood Gas Plus Once
CBC/CHEM/Lytes/PCV/TS Once
Ear Cytology Once
Radiograph – chest series Once
VetScreen/CBC Panel Once
ER – OP Vomit/Diarrhea
IV Fluid Bolus (per liter) – IV 1 liter Once
Blood Pressure Doppler – Single Once
Cerenia inj 10mg/ml Once
Fluids – Subcutaneous Once
Radiograph – initial view Once
Radiographs – Additional View Once
CBC/CHEM/Lytes/PCV/TS Once
CBC/CHEM/PCV/TS/Blood Gas Plus (record vital) Once
Parvo CITE Test – Snap Once
PCV/TS/BG/Blood Gas Plus (record vital) Once
VetScreen/CBC Panel Once
FAST Scan (Ultrasound level 1) Once
Ultrasound – Abdominal Once
Prepare Meds TGH Once
ER – OP Wound/Laceration Care
IV Fluid Bolus (per liter) Once
Check E-collar (on at all times) Once
Alfaxalone 10mg/ml Once
Buprenorphine inj 0.5mg/ml-compounded Once
Diazepam inj 5mg/ml Once
Hydromorphone inj 2mg/ml Once
Methadone inj 10mg/ml Once
Midazolam inj 5mg/ml Once
Propofol 10mg/ml Once
CBC/CHEM/Lytes/PCV/TS Once
CBC/CHEM/PCV/TS/Blood Gas Panel Once
Mini-Screen Panel Once
Urinalysis-specific Gravity Once
Catheter-venous-peripheral Once
Wound Care – level 1 Once
Wound Care – level 2 Once
Wound Care – level 3 Once
Wound Care – level 4 Once
Anesthesia-ISO-Additional 15 minutes Once
Anesthesia-ISO-First 15 minutes Once
Instrument Pack-Minor Once
🐱 Sample Inpatient Groups
IP Basic Starter Group
Weight q24hr
Temp q12hr
Pulse/Heart Rate q6hr
Resp Rate q6hr
Resp Effort q6hr
Mucous Membranes q6hr
Capillary Refill Time q6hr
IV Fluid – LRS q2hr
IV Fluid – Plasmalyte q2hr
Note Mentation q6hr
Note Urination/Straining q6hr
Note Defecation q6hr
Note Vomiting/Regurgitation q6hr
Check IV Catheter/Maintenance q6hr
Appetite – Food/Water/Note q8hr
Comfort/Pain Check (Pain Score) q4hr
NPO q2hr
Walk or Change Litter/Note Elims (Record Vital) q6hr
Catheter-Venous-Peripheral Once
IP Cardio/CHF
Weight q24hr
Temp q12hr
Pulse/Heart Rate q6hr
Resp Rate q6hr
Resp Effort q6hr
Mucous Membranes q6hr
Capillary Refill Time q6hr
CRI – Furosemide q2hr
CRI – Nitroprusside q2hr
Note Urination/Straining q6hr
Note Defecation q6hr
Blood Pressure Doppler – Monitoring q12hr
Blood Pressure Doppler – Single Once
Pulse OX – Individual Once
Pulse OX – Monitoring q24hr
Check Oxygen Cage Soda Lime/Drip Tray q6hr
Check Oxygen Cage Temperature/Humidity q2hr
Oxygen – Cage (1-12 hrs) Once
Furosemide inj 50mg/ml q8hrs
Nitroglycerine application in-house
Appetite-Food/Water/Note q6hr
Water-Note Intake q 2hr
Comfort/Pain Check (Pain Score) q2hr
Flush IV Catheter q 4hr
CBC/CHEM/PCV/TS/Blood Gas Plus Once
Mini-Renal Panel (kidney) Once
PCV/TS/BG (record vital) q24hr
PCV/TS/BG/Lytes (record vital) q 24hr
Radiograph-Chest series Once
Catheter-Venous-Peripheral Once
IP Constipation
Weight q24hr
Temp q12hr
Pulse/Heart Rate q6hr
Resp Rate q6hr
Resp Effort q6hr
Mucous Membranes q12hr
Capillary Refill Time q12hr
IV Fluids – LRS q2hr
IV Fluids – Plasmalyte q2hr
Note Urination/Straining q6hr
Note Defecation q6hr
Check IV Catheter/Maintenance q6hr
Buprenorphine inj 0.5mg/ml – compounded q8hr
Cerenia inj 10mg/ml q24hr
Cisapride 2.5mg q25hr
IH Lactulose Syrup per ml q8hr
Appetite-Food/Water/Note q6hr
NPO q2hr
Walk or Change Litter/Note Elims (Record vital) q6hr
Catheter-Venous-Peripheral Once
Enema-DOCU-Soft (not inc.administration) q6hr
Enema-Soap/Lubrication (not inc. admin) q6hr
IP DKA
Weight q24hr
Temp q12hr
Pulse/Heart Rate q4hr
Resp Rate q4hr
Resp Effort q4hr
Mucous Membranes q8hr
Capillary Refill Time q8hr
IV Fluids-LRS q2hr
IVF Additive-Potassium (KCL) q2hr
Note Urination/Straining q6hr
Note Defecation q6hr
Blood Pressure Doppler – Single Once
Check IV Catheter/Maintenance q4hr
Ampicillin inj 30mg/ml
Cerenia inj 10mg/ml q24hr
Pantoprazole 0.8mg/ml q24hr
Appetite-Food/Water/Note q6hr
Comfort/Pain Check (Pain Score) q4hr
Blood Glucose-Glucometer q4hr
Ketones q24hr
Culture & MIC-Urine Once
CBC/CHEM/PCV/TS/Blood Gas Plus Once
Magnesium q24hr
PCV/TS/Blood Gas Plus (record vital) q24hr
Phosphorus q24hr
Urinalysis Complete Once
Urinalysis and Culture Once
Catheter-Venous-Peripheral Once
Catheter-intracath Once
Cystocentesis Once
IP Gastroenteritis
Weight q24hr
Temp q12hr
Pulse/Heart Rate q6hr
Resp Rate q6hr
Resp Effort q6hr
Mucous Membranes q6hr
Capillary Refill Time q6hr
IV Fluids – LRS q2hr
IV Fluids – Plasmalyte q2hr
IV Fluid Bolus (per liter) Once
Note Urination/Straining q4hr
Note Defecation q4hr
Note Vomiting/Regurgitation q4hr
Blood Pressure Doppler-Monitoring q12hr
Blood Pressure Doppler-Single Once
Check IV Catheter/Maintenance q4hr
Cerenia inj 10mg/ml q24hr
Famotidine inj 10mg/ml q12hr
Metronidazole inj 5mg/ml q12hr
Pantoprazole 0.8mg/ml inj q24hr
Appetite-Food/Water/Note q8hr
Comfort/Pain Check (Pain Score) q4hr
NPO q2hr
Walk or Change Litter/Note Elims (Record Vital) q4hr
Radiograph – initial view Once
Radiographs – Additional View Once
CBC/CHEM/Lytes/PCV/TS Once
PCV/TS/BG/Blood Gas Plus(record vital) q24hr
Catheter-venous-peripheral Once
IP Immune-Mediated Disease
Weight q24hr
Temp q12hr
Pulse/Heart Rate q4hr
Resp Rate q4hr
Resp Effort q4hr
Mucous Membranes q4hr
Capillary Refill Time q4hr
IV Fluids – LRS q2hr
Transfusion – pRBC q 2hr
Note Urination/Straining q6hr
Note Defecation q6hr
Blood Pressure Doppler-Monitoring q12hr
Blood Pressure Doppler Single Once
Dexamethasone SP inj 4mg/ml q12hr
Appetite-Food/Water/Note q6hr
CBC with Differential q24hr
Vetscreen, CBC, UA Once
Blood Smear Evaluation q24hr
Blood Typing canine/feline Once
CBC/Chem/Lytes/PCV/TS Once
Agglutination Once
Lyme/HW/ANA/Ecanis snap test Once
PCV/TS (record vital) q12hr
PT & PTT Once
Pathology Review of CBC Once
CBC/CHEM/PCV/TS/Blood Gas Plus Once
Catheter-venous-peripheral Once
IP Neuro Seizure Watch
Weight q24hr
Temp q12hr
Pulse/Heart Rate q6hr
Resp Rate q6hr
Resp Effort q6hr
Mucous Membranes q6hr
Capillary Refill Time q6hr
IV Fluids – LRS q2hr
Note Mentation/Attitude q4hr
Note Urination/Straining q6hr
Note Defecation q6hr
Note Seizures q1hr
Blood Pressure Doppler – Single Once
Check IV Catheter/Maintenance q4hr
Diazepam inj 5mg/ml Once
Levetiracetam inj 100mg/ml (Vial) q8hr
Phenobarbital inj 130mg/ml q6hr
Appetite-Food/Water/Note q6hr
NPO q2hr
CBC/CHEM/Lytes/PCV/TS Once
CBC/CHEM/PCV/TS/Blood Gas Plus Once
Radiograph-chest series Once
VetScreen/CBC Panel Once
Catheter – Venous – Peripheral Once
IP Pancreatitis
Weight q24hr
Temp q12hr
Pulse/Heart Rate q6hr
Resp Rate q6hr
Resp Effort q6hr
Mucous Membranes q6hr
Capillary Refill Time q6hr
IV Fluids – LRS q2hr
Note Mentation/Attitude q4hr
Note Urination/Straining q6hr
Note Defecation q6hr
Note Vomiting / Regurgitation q4hr
Blood Pressure Doppler-Monitoring q12hr
Blood Pressure Doppler – Single Once
Check IV Catheter/Maintenance q4hr
Ampicillin inj 30mg/ml q8hr
Buprenorphine inj 0.5mg/ml-compounded q8hr
Cerenia inj 10mg/ml q24hr
Ondansetron inj 2mg/ml q8hr
Pantoprazole 0.8mg/ml inj q24hr
Unasyn inj 30mg/ml q8hr
Appetite – Food/Water/Note q8hr
Comfort /Pain Check (Pain Score) q4hr
NPO q 2hr
Walk or Change Litter/Note Elims (Record vital) q6hr
CBC/Chem/Lytes PCV/TS Once
CBC/CHEM/PCV/TS/Blood Gas Plus Once
PCV/TS/BG/Blood Gas Plus (record vital) q24hr
VetScreen/CBC Panel
Catheter – Venous – Peripheral Once
IP Parvo
Weight q24hr
Temp q12hr
Pulse/Heart Rate q4hr
Resp Rate q4hr
Resp Effort q4hr
Mucous Membranes q4hr
Capillary Refill Time q4hr
IV Fluids-LRS q2hr
IVF Additive – Metoclopramide q2hr
Note Urination/Straining q4hr
Note Defecation q4hr
Note Vomiting / Regurgitation q4hr
Blood Pressure Doppler – Monitoring q6hr
Blood Pressure Doppler – Singe Once
Check IV Catheter – Maintenance q4hr
Ampicillin inj 30mg/ml q8hr
Cerenia inj 10mg/ml q24hr
Enrofloxacin inj 22.7mg mg/ml q24hr
Metronidazole inj 5mg/ml q8hr
Ondansetron inj 2mg/ml q8hr
Unasyn inj 30mg/ml q8hr
Appetite – Food/Water/Note q6hr
Comfort/Pain Check (Pain Score) q4hr
Feeding tube-aspirate/maintain/note production q 2hr
Feeding tube – feed and note q2hr
NPO q2hr
Walk or Change Litter/Note Elims (Record Vital) q6hr
Blood Smear Evaluation q24hr
CBC/CHEM/Lytes/PCV/TS Once
CBC/CHEM/PCV/TS/Blood Gas Plus Once
Parvo CITE Test SNAP Once
PCV/TS/BG/Blood Gas Plus (record vital) q24hr
VetScreen/CBC Panel Once
Catheter-venous-peripheral Once
Nasogastric Tube Placement (Procedure) Once
IP Pneumonia
Weight q24hr
Temp q12hr
Pulse/Heart Rate q6hr
Resp Rate q2hr
Resp Effort q2hr
Mucous Membranes q6hr
Capillary Refill Time q6hr
IV Fluids – LRS q2hr
Note Urination/Straining q6hr
Note Defecation q6hr
Blood Pressure Doppler – Single Once
Pulse Ox-Individual Once
Pulse Ox – Monitoring q24hr
Check Oxygen Cage Soda Lime / Drip Tray q6hr
Check Oxygen Cage Temperature/Humidity q2hr
Oxygen-cage (1-12 hours) q2hr
Ampicillin in 30mg/ml q8hr
Cefotaxime inj 50mg/ml q6hr
Clindamycin inj 150mg/ml q12hr
Enrofloxacin inj 22.7mg/ml q24hr
Unasyn inj 30mg/ml q8hr
Appetite – Food/Water/Note q6hr
Comfort /Pain Check (Pain Score) q4hr
Walk or Change Litter/Note Elims (Record Vital) q6hr
CBC/CHEM/Lytes/PCV/TS Once
CBC/CHEM/PCV/TS/Blood Gas Plus Once
Radiograph – chest series Once
VetScreen/CBC Panel Once
Catheter – venous – peripheral Once
Nebulize/Coupage (per occurrence) q8hr
IP Urethral Obstruction (UO, FLUTD)
Weight q24hr
Temp q12hr
Pulse/Heart Rate q6hr
Resp Rate q6hr
Resp Effort q6hr
Mucous Membranes q6hr
Capillary Refill Time q6hr
IV Fluids – LRS q2hr
Empty Urine (UCS) & Note Urine Output q4hr
Blood Pressure Doppler – Monitoring q4hr
Blood Pressure Doppler – Single Once
Check E-Collar (on at all times) q2hr
Check IV Catheter/Maintenance q4hr
Alfaxalone 10mg/ml Once
OM Buprenorphine inj 0.5mg/ml q8hr
Calcium Gluconate inj 10% ml Once
Dextrose 50% inj per ml Once
Diazepam inj 5mg/ml Once
Insulin Humulin R 100u/ml Once
Buprenorphine inj 0.5mg/ml-compounded q8hr
OM Prazosin 0.25mg tablet q12hr
OM Prazosin 0.5mg/ml susp q12hr
OM Prazosin 1mg cap q12hr
Propofol 10mg/ml Once
Methadone inj 10mg/ml Once
Appetite-Food/Water/Note q6hr
Flush Urinary Catheter q6hr
Walk or Change Litter/Note Elims (Record vital) q6hr
Blood Gas Plus Once
CBC/CHEM/Lytes/PCV/TS Once
CBC/CHEM/PCV/TS/Blood Gas Plus Once
Urinalysis Complete in house Once
Urinalysis Complete lab Once
Catheter-venous-peripheral Once
Unblocking (Procedure only) Once
Electrocardiogram (Screening) Once
Remove Urinary Catheter Once
Remove Sutures/Stay Sutures Once
➕ 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!