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 Search
A new Appointment search feature has been added to search for all current and future appointments/drop-offs for a patient! Find Appt can be found in the Business Office under Appointments.
Once you have selected the patient from the search results, a list of all current and upcoming appointments is listed in the panel.
Appointments or Drop-Offs in the list have a 3-dot menu that can be used to edit the appointment/drop-off or view the appointment/drop-off in the calendar. A tooltip text will appear when hovering over the Appointment to show more details.
🆕 Unsaved Changes Improvement
When scheduling or editing an Appointment, if you try to open the Comm Log before you’ve saved changes to your Appointment, you will now get a pop-up box warning you that you will lose your changes. Click on Cancel to get back to your Appointment to click Save.
📅 View All Upcoming Appointments
While in the Patient Visit, hovering over the Patient Info Bar Appointments header will display all upcoming Appointments or Drop-Offs in a tooltip.
💵 Invoice Line Items – Negative Quantity Behavior
Entering a negative quantity for a line item (via adding a line item or editing an existing line item) will now calculate the amount as a negative quantity to record a reversal, correction, return of a product, or a credit.