In Instinct EMR, whether a report or dashboard reflects the location you are signed in to depends on the type. Standard reports show data for your current location, the Accounts Receivable Report shows account-level data across all locations, and Dashboards use a Location filter instead.
Reports
Almost all standard reports are location-specific, meaning the data displayed is based on the location you are signed in to when you access or run the report. To view data for a different location, sign in to that location and run the report again. See How to Switch Locations for details on how to do this.
The following reports are location-specific:
Controlled Substance Report
Deceased Patients Report
False Zero Balance Report
General Ledger Report
Incomplete Charts Report
Open Invoices Report
Order Summary Report
Patient Census Report
Practice Summary Report
Provider Summary and Details Report: Collected and Gross
Referrer Details Report
Revenue Details Report
Taxes, Non-taxable Sales, and Discounts Report
Transaction Details Report
Transaction Summary Report
Accounts Receivable (A/R) Summary Report
The Accounts Receivable (A/R) Summary Report is the only report that is not location-specific. Because the financial ledger is maintained at the account level rather than the location level, the report displays the same information regardless of the location you are signed in to.
The same applies to the Financials tab in the Business Office, which displays account-level financial information across all locations.
Dashboards
Unlike the standard reports, the location you are signed in to does not affect the data available in Dashboards. Instead, Dashboards that support location-specific reporting include a Location filter, allowing you to view data for an individual location or compare data across multiple locations, depending on the dashboard.
These Dashboards include a Location filter:
Appointments Overview
Transactions Overview
Treatments Overview
Visits Overview
Revenue by Product
These Dashboards do not include a Location filter:
Account and Patient Alert Usage
Accounts and Patients
EMR Billing
Estimates Overview
Vaccine and Service Reminders
Patient Check In/Out Audit
Prescriptions Change Log Dashboard
Product Usage
Task List Status Audit
Voided Invoice Line Items
AR for Closed Invoices
Provider Production
Referrals Overview
Revenue Overview
Frequently asked questions
Why do my report totals change when I sign in to a different location?
Almost all reports are location-specific, so they display data for the location you are signed in to.
Why does the Accounts Receivable Report look the same at every location?
The financial ledger is maintained at the account level, so the report displays the same information regardless of your signed-in location.
How do I compare data across locations?
Use a Dashboard that includes a Location filter, such as Transactions Overview or Revenue by Product. Depending on the dashboard, you can view one location or compare multiple locations.
Does the location I am signed in to affect Dashboards?
No. Dashboards are not affected by your signed-in location. Use the Location filter on the dashboards that offer it.
Still need help?
Contact support via live chat or email [email protected].