Instinct

Financials 

This article walks you through the full Instinct Payments setup process — from completing your Know Your Customer (KYC) application to configuring your payment terminal and preparing your network for…

How Do I Set Up Instinct Payments?

In Instinct Payments, Organization Admins can invite team members to the payments portal and assign them one of four roles based on the level of access they need.

Managing Users in the Instinct Payments Portal

If your Instinct Payments terminal isn't working as expected, this article walks through fixes for the most common issues—organized by terminal model (S1F2, S1E2L, P630, and AMS1).

Troubleshooting Instinct Payments Terminals

Easily create a seamless client experience while making a payment to your practice from anywhere through their personal devices.

Instinct Payments: Link-to-Pay

Stored Cards

This guide walks you through how to reconcile your daily credit card transactions with the Transactions Overview dashboard.

Instinct Payments: Reconciliation Guide

Frequently asked questions regarding the Instinct Payments application process. This process is also known as Know Your Customer, or KYC.

Instinct Payments Application (KYC) FAQs

Practices using Instinct Payments with Adyen can now configure payment capture timing per location, giving more flexibility over how long a payment can be voided before it settles.

Instinct Payments: Payment Capture Window

Instinct Payments

Estimates can be created using templates and can be easily viewed and digitally signed by clients.

Estimate Guide

In Instinct EMR and Instinct EMR for Primary Care, you can email an estimate directly to a pet owner so they can review and sign from any device. Once signed,…

Estimate Signatures: Send and Collect Digital Signatures Remotely

Everything about setup to use of estimates

Estimates

This helpful guide will walk you through our Account Ledger feature.

Account Ledger

Invoicing and Financials

Learn how to write off a balance that a client owes

Writing Off A Balance

Adjusting a Balance

Learn how to adjust a provider on an invoice after the fact!

Adjusting A Provider (After The Fact)

Resolving a False Zero Balance Alert

Account Adjustments

Automatic charges allow for specified products to be charged "automatically".  You can control and manage automatic charges within Admin!

Automatic Charges Explained

This article will explain how it works, as well as other tips and tricks to make your workflow as productive as possible!

How Instinct Captures Charges

Instinct is designed to help supercharge a daily financial charge auditor’s workflow.

Instinct's Charge Auditor’s Guide

As a CSR learn how to check for charges prior to checking out a patient

Front Desk - Checking For Missed Charges

The Instinct Invoice is a valuable audit tool to ensure a complete list of charges are being captured and entered in your practice software.

Missed Charges Guide

Information on auditing and charge capture. 

Auditing and Charge Capture

Deposits can be taken for a same day visit or for a future one.

Taking a Deposit

Deposits

Learn how to apply a discount (after the fact) to a paid invoice in Instinct EMR!

Applying A Discount (After The Fact) – Paid Invoice

Learn how to apply a discount (after the fact) to an unpaid invoice in Instinct EMR!

Applying A Discount (After The Fact) – Unpaid Invoice

Learn how to apply discounts to accounts/clients in Intstinct EMR!

Account Level Discount

Learn how to apply a discount to an item on the invoice!

Applying A Discount To A Single Item

Learn how to apply discounts to patients in Instinct EMR!

Patient Level Discount

Learn how to add discounts to line items on an invoice!

Individual Line Item Discounts

Learn how to apply a discount to an entire invoice in Instinct EMR!

Invoice Level Discount

Learn the order in which discounts are applied in Instinct EMR!

Discount Priority

Discounts

Create, close, and take payment on invoices for products that are sold to clients in between visits without having to check the client in.

Standalone Invoicing in Instinct EMR

Use this Admin Guide to learn more about open and closed invoices and how they impact your Analytical Reporting.

Invoice Closing

Learn how to add specific items or product groups directly to an invoice in Instinct EMR!

Adding Invoice Line Items & Product Groups

Learn how to edit items on a patient's invoice in Instinct EMR!

Editing Line Items on an Invoice

Invoice tags can be added to any invoice item to quickly generate custom reports.

Invoice Tags On Invoices

Invoicing

In Instinct EMR, when a client pays with cash, the system automatically calculates the change due—no mental math needed at checkout.

How Does Instinct EMR Calculate Change for Cash Payments?

Learn how to correct a payment that was applied to the wrong invoice in Instinct EMR!

Payment Applied To The Incorrect Invoice

Learn how to correct a payment applied to the incorrect patient/account!

Payment Applied To The Incorrect Patient/Account

Learn how to easily move money from the account credit section to an invoice in Instinct EMR!

Applying Account Credits/Deposits to Invoices

Learn how to unapply and move payments in Instinct EMR!

Unapplying Payments from Invoices

Collecting Payment & Checking out Patients

Payments Processed Directly Through Clover Device

Learn how to quickly and easily pay multiple invoices at once!

Balance Payoff

Payments

Processing a Partial Refund to a Credit Card Using the Clover Device

Processing a Partial Refund for a Deposit on a Checked In Patient

Learn how to process a refund in Instinct EMR!

Processing a Refund (Partial or Full)

Refunds

Learn how to return items on an invoice that a client has paid for Instinct EMR

Returning A Product (Client Has Paid For)

Learn how to return an item that a client has NOT paid for in Instinct EMR!

Returning A Product (Client Has Not Paid For)

Learn how to process a return on a closed invoice in Instinct EMR!

Processing a Return for a Checked Out Patient

Returns

Pick the Brain

Instinct Academy

Careville

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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