Utilize the Transfer Patient feature to move a patient to another client account in Instinct if a patient changes ownership or is surrendered during a visit.
Navigate to Business Office > Accounts
In the top-right search bar, search for and select the Account you’d like to transfer a patient to
Once opened, this screen will show all owner details as well as any existing patients within the account. Click Transfer Patient to look up by ID or name to transfer a patient to this account
Note: Transfers and merges can be performed seamlessly within the same hospital's application. However, transferring records between different hospital applications is not directly supported. To move a patient’s records to a different hospital application, you must recreate the patient in the new location’s system and manually upload all relevant documents from the previous location to the new patient’s chart.
How to Transfer a Patient
Navigate to Business Office > Accounts
Use the top-right search bar to find and select the account you want to transfer the patient to.
On the account page, you’ll see all owner details and a list of existing patients.
Click Transfer Patient to look up by ID or name to transfer a patient to this account.
Transfer Patient Invoices for Instinct EMR
When transferring a patient between Accounts, you may have the option to also transfer the patient’s financial records.
Once the patient and their financial records have been transferred, you will see accurate updates of the patient’s invoices and payment transactions in the designated account’s ledger.
If the transfer of the patient’s financial data is not possible, a tooltip will explain why the transfer cannot be completed. Either the patient’s invoice was partially paid using account credit funds, or an account payment for this patient’s invoice was also applied to another patient’s invoice.
Multiple Patients Invoice Alert
Account Credit Payment Alert
Treatment sheet transfers
Certain actions, such as moving treatment sheets between patient files, require assistance from Instinct's support team and admin approval. While entire treatment sheets can be moved, individual parts of a treatment sheet or separate notes cannot be selectively transferred.