Instinct

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

View Invoice Closed Date and Who Closed It

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

In Instinct EMR, a closed invoice can be reopened either directly in the app (within 24 hours of closing) or by contacting support (between 24 hours and 2 weeks of…

How to Reopen an Invoice

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

Invoice Closing

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

Automatic Charges Explained

Charge Capture for Fluids, Additives, and CRI’s

Editing an Invoice

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

Front Desk - Checking For Missed Charges

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

ITP Connected Practices Only: Charges Not Syncing

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

Instinct's Charge Auditor’s Guide

Learn how to use invoice tags to quickly generate custom reports.

Invoice Tags

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

Meridythe Lanoue

Caroline Welch

Melissa Duarte

Invoices

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