Instinct

Meridythe Lanoue

Melissa Duarte

Payments & Refunds

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

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

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

In Instinct EMR, you can print out account statements and all unpaid invoices at once.

Print Account Statements and Invoices

Invoicing

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Instinct Academy

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