Welcome to the Instinct release notes page! These notes will provide information on the functionality of new features released this month.
Table of Contents
Appointment Reminders: New Timing Options
Lab Integrations: Ability to Void Chart and Edit Chart Title
Estimates: Click and Drag Line Item Sorting
Appointment Reminders: New Timing Options
When setting up an appointment on the Appointment Calendar screen, you will now have 3 new options to choose from when setting a Reminder:
- 3 weeks before
- 2 weeks before
- 1 week before
Hover text on the Appointment shows the new Reminder option
💡Please Note: If daylight saving falls during the period between when the reminder is sent and when the scheduled appointment occurs, the reminded scheduled time will be an hour off.
Lab Integrations: Ability to Void Chart and Edit Chart Title
Voiding/Unvoiding Heska and Idexx Integration Chart Documents
You can now VOID Heska and Idexx Integration Chart Documents. Using the 3-dot menu to the left of the Chart Name, you will now see an option to Void:
Once Void is selected, a reason for voiding the document will be required to proceed.
After a reason is entered, select “Void Document”, and the document will disappear from the visit card.
A voided document can be unvoided by going to filters on the chart page and toggling the “Hide Voided Documents” toggle off. Any voided documents will then appear and be grayed out. Clicking on the 3-dot menu to the left of the document will now display an option to unvoid.
📓Please Note: Voided charts will not display on Shareville.
Editing Heska and Idexx Integration Chart Document Names
To rename a Heska or Idexx chart document, follow these easy steps:
First, click on the Chart document to open up the right-side screen.
Next, hover over and click on the chart document name on the right-side.
Finally, edit the text and click on the orange checkmark to apply your changes.
📓Please Note: Document Name changes will reflect in Shareville.
Estimates: Click and Drag Line Item Sorting
We’ve updated the Estimates screen by replacing the up/down arrows for a new ‘Graspable’ icon to allow you to click and drag items up and down in order to re-sort the Estimate list. This icon will display when hovering over the line item.
Hidden Billable Toggle
When products are now in edit mode, the Billable toggle will display normally in the on position as shown below.
If the Billable toggle is switched off and the product is saved, the it will no longer display when editing the product.
If in the event the product needs to switch from billable to non-billable, or vice versa, it cannot be changed and a new product must be created. To do this, you will want to inactivate the current product by adding DONOTUSE in the PIMS ID of the previous product and click Save. This will free up that ID and then you can move on to create a new product with the correct billable information.
