In Instinct, Account Types are internal tags used to categorize client accounts (for example, Rescue Group or Employee). Account Types are visible to staff on the Accounts screen in the Business Office and on the Account Ledger screen. They are never displayed on client-facing PDFs or documents shared with referring veterinarians.
Before you begin
You must have the admin_account_types permission to create, edit, or delete Account Types in Admin.
Add a new Account Type
In Admin, navigate to Practice → Account Types.
Click + New Account Type at the top right of the page.
Enter a Label for the Account Type.
Click Save.
Edit an Account Type
On the Account Types admin page, click the Account Type label you want to edit.
Update the Label in the Account Type form.
Click Save.
Delete an Account Type
To delete an Account Type, click the X on the far right of the Account Type row. What happens next depends on whether the Account Type is currently assigned to any client accounts.
Not in use: A confirmation warning appears. Click Confirm to permanently delete the Account Type.
In use: A warning appears indicating the Account Type is associated with existing client accounts. Click Confirm to permanently delete the Account Type
Warning: Deleting an Account Type cannot be undone. If the Account Type is assigned to client accounts, review the warning carefully before proceeding. |
Still need help?
Contact support via live chat or email [email protected].