Instinct

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)

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 helpful admin guide to learn more about open and closed invoices, and how this affects 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

Accounts with a $0 balance on the Financial Ledger signify that a payment or multiple payments have been applied to the wrong invoice.

Zero Balance Account on Financial Ledger

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

Account Ledger

Reference guides on Account and Financial Ledgers

Ledgers

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

Learn how to take a payment in Instinct EMR!

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

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Instinct Academy

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