A concise resource for resolving common integration issues and applying best-practice tips to ensure smooth data flow, accurate syncing, and optimal system performance. Please see the guidelines below:
Make sure the Product in Instinct exists in ImproMed/Infinity with the same PIMS ID, otherwise, syncing missed charges may fail.
Make sure you enter the code and quantity exactly as they appear in Instinct on to the ImproMed/Infinity invoice; otherwise, syncing missed charges may fail.
If ImproMed/Infinity is down:
You can always manually check in a patient in Instinct to get a treatment sheet built. Once ImproMed/Infinity is working again and the patient is checked into ImproMed/Infinity, the check-in or out and invoicing will sync up. Visit Check-in and Check-out Patients for more details.
If a new patient arrives when ImproMed/Infinity is down you can create a new patient in Instinct with a temporary patient or account ID. When ImproMed/Infinity is back online, you would then check them in as you normally would.
After doing this, you would have two of the same patients in Instinct 1 with the temporary ID created in Instinct and 1 with the actual ID checked in via ImproMed/Infinity. To resolve this, you’d merge these two patients and reopen the treatment sheet from the temporary ID so you don’t have to create it again. Visit Merge Patients and Reopening a Tx Sheet for more details.