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Cornerstone Integration - Invoicing

Instinct ITP and Cornerstone work together to easily capture and send missed charges

Updated over a week ago

The Cornerstone PVL and Instinct Invoice will sync information to make sure charges are being properly audited.

There are 3 different icons that can be found on the Instinct Invoice:

  • Download Icon = Items entered directly on the Cornerstone PVL that Instinct downloaded here to keep predicted billing accurate

  • Sync Icon = Items completed in Instinct and already on the Cornerstone PVL

  • Orange Flag = Missed charges not yet included on the Cornerstone PVL

Missed Charges – Instinct will automatically “flag” items with an orange triangle that are missing or not yet entered on the Cornerstone PVL. To hide any synced/downloaded charges and only show missed charges, toggle the “Only Show Missed Charges” button.

Missed Charges can be handled a few ways:

  • Void it if it was incorrect (via 3-dot menu to the left of the invoice line item)

  • Add this item to the Cornerstone PVL which will cause it to “sync”

If you enter a flagged item on the Cornerstone PVL with the same code and quantity, within 30 seconds, the flag will change to a sync icon.

“Send Missed Charges” button at the bottom of the invoice will send all missed charges from Instinct to Cornerstone. This will save time so you do not have to manually enter items line by line.

You also have the option to enter charges directly into Cornerstone that may not be in Instinct (such as a TPLO plate). That item will be brought into the Instinct invoice with a download icon as shown below.

Voiding items on the Instinct Invoice

Synced items on the Instinct Invoice indicate a billable treatment was completed in Instinct and also added to the Cornerstone PVL (so they are in-sync with each other). If a synced item on the Instinct invoice is voided, it will be removed from the Instinct Invoice but does not automatically remove it from the Cornerstone PVL. Since this invoice item is still on the PVL but not on the Instinct Invoice (because it has been voided), it will download to the Instinct Invoice and be displayed with the download icon. To remove this downloaded item from the Instinct Invoice, simply remove it from the PVL.

Only Show Missed Charges

Before checking out the patient, resolve any missed charges with your medical team. If no missed charges exist, you will see a Piggy Bank and you can proceed to check out the patient through Cornerstone.

Refresh Button

We have also added a refresh button to the invoice screen. For hospitals that utilize Cornerstone and Infinity/Impromed as their practice information management software (PIMS), clicking this button will pull all invoice items from your PIMS into the Instinct’s invoice.

📑Note: Clicking multiple times within the minute after the first click will not re-trigger the refresh.

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