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/out and invoicing will sync up.
If a new patient arrives when ImproMed/Infinity is down you can create a new patient in Instinct with a temporary patient/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 together and reopen the treatment sheet from the temporary ID so you don’t have to create it again.