Instinct

In Instinct EMR, you can edit, void, and review the history of line items directly from a patient's open invoice.

Edit or Void Items on an Open 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

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

Front Desk - Checking For Missed Charges

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

In Instinct EMR, when a product with an associated tax class is added to an invoice, the tax rate is automatically calculated and displayed on the invoice screen, in tooltips,…

How Taxes Appear on Invoices

Adjusting A Provider (After The Fact)

Accidents happen! If a payment is mistakenly applied to the wrong invoice on the same account, follow these steps to move it to the correct invoice.

Payment Applied To The Incorrect Invoice

In Instinct EMR, if a product added to an invoice isn't available at the invoice's location, Instinct EMR flags it and excludes it. This applies to practices using Multi-Location Pricing…

Invoice Exclusions by Location

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Invoices

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