Instinct

A report showing all invoices that are currently open.

Open Invoices Report

False Zero Balance Report

A report of key practice and financial summary metrics.

Practice Summary Report

Summary of collected invoicing by provider for payments made within the reporting period on closed invoices

Provider Summary and Details Report – Collected Invoicing

Summary of counts and gross invoicing by provider for all invoices closed during the reporting period.

Provider Summary and Details Report – Gross Invoicing

Invoiced line item details by product or service sold.

Revenue Details Report

Summary of payment/refund/adjustment data.

Transaction Summary Report

Know the monthly payment transactions used to calculate your bill for Instinct.

EMR Billing Dashboard

Gain insight into revenue trends by tracking performance over time and across key categories.

Revenue Overview Dashboard

Explore transaction trends and details, including breakdowns by payment method and transaction type, to help reconcile your practice’s financial information.

Transactions Overview Dashboard

Check out completed estimates by account, patient, and provider.

Estimates Overview

Track and visualize each provider’s total invoiced revenue over time to monitor productivity, assess financial performance, and identify trends across your teams.

Provider Production (Gross Invoicing) Dashboard

Order Summary Report

A summary of taxes, non-taxable sales, and discounts.

Taxes, Non-taxable Sales, and Discounts Report

Collected payment, refund, and adjustment details.

Transaction Details Report

Meridythe Lanoue

Betsy Reichenberg

Brian Stone

Revenue, invoicing, transactions, provider production, and the general ledger.

Financial

The General Ledger (GL) report is a daily financial summary you can download from Instinct EMR. It shows what your practice earned, what cash came in, and what clients still…

General Ledger Report Overview

General Ledger Report: Summary Tab

The General Ledger Detail tab breaks down every number on the summary into individual entries.

General Ledger Report: Detail Tab

This article covers the patterns you'll see most often on the Instinct EMR General Ledger (GL) report, the questions practices actually ask, and how to triage unexpected results.

General Ledger Report: Common Scenarios, FAQ, and Troubleshooting

General Ledger Report: Cash In Transit and Reconciliation with the Bank

Melissa Duarte

General Ledger Report

Pick the Brain

Instinct Academy

Careville

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