In Instinct, unconnected refers to practices where your PIMS does not connect to Instinct for check-in and check-out.
Note: You will not be able to apply payments or perform an Account Balance Payoff until the patient is checked out and the invoice is closed. You will be able to collect an Account Deposit.
To prevent disruptions to patient care:
Do not manually check out existing checked-in patients.
Continue normal invoicing within Instinct.
For any unpaid balances or deposits, take an Account Deposit until the patient is checked out.
How to discharge a patient on go-live day
When a patient is ready for discharge on go-live day, follow these steps:
Check out the patient and close the invoice in Instinct.
Apply any payments or deposits to the account balance.
If your practice uses the Cubex integration with Instinct, the patient may also need to be reactivated in MyCubex after discharge.
Note: On the day of go-live, background system changes may take anywhere from 10–60 minutes to finalize. Adjustments may have been made to your product list in anticipation of your EMR transition, which could affect billable items on the patient's treatment sheet. Treatment sheets will remain functional during this time, but you may need to modify billable items after your Instinct team completes the product list updates.
Still need help?
Contact support via live chat or email [email protected].