When a patient is ready to be checked out, the first responsibility of the front desk is to check the Instinct Invoice for missed charges.
Head to the invoice: On the Status Board, click on the 3 dot menu to the left of the patient’s name and then Invoice or go there by going to the patient’s visit screen and selecting the button at the top of the Tx sheet “Invoice”.
Connected Practices:
Connected practices have an integration with your PIMS (Practice Information Management System) allowing Instinct to sync and download items from your PIMS invoice to the Instinct invoice.
Once on the Invoice, each item will contain one of 3 icons:
Download icon = items entered directly in the practice software invoice that Instinct copied here to keep predicted billing accurate
Sync Icon = items completed in Instinct and already on the practice software invoice
Orange Flag = missed charges not yet entered on practice software
Unconnected Practices:
If your clinic does not have your practice management system integrated with Instinct, simply use the invoice as a checklist as you enter charges on your main software invoice. Once entered, click the icon so it is “checked off”.
Click the “Only Show Missed Charges” toggle to display only those charges that are missed.
Resolve any missed charges with your medical team before checking out the patient.
If no missed charges exist, you will see a Piggy Bank and you can proceed with check out through your main practice software.
