The ImproMed/Infinity and Instinct Invoice will sync information to make sure charges are being properly audited. This sync is unidirectional, meaning that Instinct does not send missed charges to ImproMed/Infinity, but ImproMed/Infinity does send line items to Instinct.
There are 3 different icons that can be found on the Instinct Invoice:
Download Icon = Items entered directly on the ImproMed/Infinity invoice that Instinct downloaded here to keep predicted billing accurate
Sync Icon = Items completed in Instinct and already on the ImproMed/Infinity invoice
Orange Flag = Missed charges not yet included on the ImproMed/Infinity invoice
Missed Charges – Instinct will automatically “flag” items with an orange triangle that are missing or not yet entered on the ImproMed/Infinity Invoice. 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)
💡ProTip: In order to void you will need the permission called “invoice_void_line_item” associated to your user’s role in Admin. For more information on this see our User Roles and Permissions Guide here.
Add this item to the ImproMed/Infinity invoice which will cause it to “sync”
If you enter a flagged item on the ImproMed/Infinity invoice with the same code and quantity, within 30 seconds, the flag will change to a sync icon.
Enter charges directly into the ImproMed/Infinity invoice 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 ImproMed/Infinity invoice (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 ImproMed/Infinity invoice. Since this invoice item is still on the ImproMed/Infinity invoice 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 ImproMed/Infinity invoice.
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.