Decline products on estimates and consultations

Declined products and services always can be viewed:

• From the Estimates or Consults tabs in the patient record.
• At the bottom of the estimate or consultation below the estimate /invoice total.

Depending on your practice’s preferences, declined products may print on estimates or consultations. See the following articles for more information:

• Add or update a form or certificate
• Using form variables

Decline products on an estimate

1. Create a new estimate.
   OR
2. Search for and locate the pending estimate you want to update. Then click the estimate ID to view the estimate.
3. Review or update product lines, as needed.
4. In the Product/Service area, on the product line click the menu button  and select Decline.
5. Repeat step 4, as needed.
6. In the Decline Reason box, enter the reason why the client declined the product(s) /service(s). For example, financial constraints.
7. Click Save.

Note: If you navigate away from the estimate without saving, any declined products will revert back to the estimate; and you will need to decline them again.

Declined products will display on the printed or emailed estimate. The quantity, prices, and decline reason will not display.

When you convert an estimate to a consultation, any declined products will transfer from the estimate to the consultation.

Decline products on a consultation

1. Create a new consultation.
   OR
2. Search for and locate the draft consultation you want to update. Then click the consultation ID to view the consultation.
3. Review or update product lines, as needed.
4. In the Product/Service area, on the product line click the menu button  and select Decline.
   Note: When products that have additional details are declined, the associated record will automatically be removed as follows.
   

   Product	Upon Decline
   Ordered Diagnostic Products IDEXX Reference Lab IDEXX In-House Diagnostic IDEXX Web PACS /Digital Antech	Order will be cancelled in Neo only. All order cancellation steps outside of Neo must still be completed.
   Prescribed products /medications	Prescription records will be voided from the Rx tab. Refill qty will be restored to previous prescription, as applicable. O/H amount will be returned to inventory if stock levels are tracked for the product.
   Vaccine tracked products details	Vaccine record will be removed from the Vaccines tab. O/H amount will be returned to inventory if stock levels are tracked for the product.

5. Repeat step 4, as needed.
6. In the Decline Reason box, enter the reason why the client declined the product(s) /service(s). For example, patient is indoor only.
7. Click Save.

Note: If you navigate away from the consultation without saving, any declined products will be restored to the Declined Product /Service area if you restore the consultation.

Revert a declined product /service to an estimate or consultation

Occasionally a client may change their mind about a product or service for their pet that they earlier declined within the same visit.

To quickly re-add a declined product /service back to the estimate or consultation:

1. Click the Revert button on the declined product line.
2. Click Save.

When you click the Revert button:

• The product /service will be added to the last available product line on the estimate or consultation.
  Tip: You can rearrange the product lines, as needed.
• If all products /services in the Declined Product /Service area are reverted back to the estimate or consultation, the decline reason will be removed.
  Note: If you re-decline the same product /service, the decline reason will need to be re-entered.
• Any previously ordered diagnostics will need to be ordered again.
• Any previously prescribed or refilled products will need to be prescribed or refilled again.
• Any previous entered vaccine details will need to be reentered.