Instinct

Meridythe Lanoue

Betsy Reichenberg

Melissa Duarte

ashboards and reports grouped by what you're measuring: money, operations, care, and compliance

Analytics

Learn how to access, download, and schedule hospital reports using Analytics.

Analytics Guide

Analytics dashboards are a powerful and intuitive tool that provides a comprehensive and clear view of your practice data.

How to use the Analytics Dashboards

What Analytics tracks and how to read your dashboards.

Getting Started 

A report showing all invoices that are currently open.

Open Invoices Report

False Zero Balance Report

A report of key practice and financial summary metrics.

Practice Summary Report

Provider Summary and Details Report – Collected Invoicing

Provider Summary and Details Report – Gross Invoicing

Invoiced line item details by product or service sold.

Revenue Details Report

Provides a summary of all payment, refund, and adjustment activity within the reporting period.

Transaction Summary Report

Know the monthly payment transactions used to calculate your bill for Instinct.

EMR Billing Dashboard

Gain insight into revenue trends by tracking performance over time and across key categories.

Revenue Overview Dashboard

Explore transaction trends and details, including breakdowns by payment method and transaction type, to help reconcile your practice’s financial information.

Transactions Overview Dashboard

Check out completed estimates by account, patient, and provider.

Estimates Overview

Track and visualize each provider’s total invoiced revenue over time to monitor productivity, assess financial performance, and identify trends across your teams.

Provider Production (Gross Invoicing) Dashboard

Order Summary Report

A summary of taxes, non-taxable sales, and discounts.

Taxes, Non-taxable Sales, and Discounts Report

Collected payment, refund, and adjustment details.

Transaction Details Report

In Instinct EMR, two reports include tax information: the Revenue Details Report and the Taxes, Non-taxable Sales, and Discounts Report. Both are found in the Analytics section.

Tax Reporting

Revenue by Product Dashboard

End-of-Day Processing: Reports and Scheduling in Instinct EMR

Choosing a Provider Commission Reporting Method

Revenue, invoicing, transactions, provider production, and the general ledger.

Financial

The General Ledger (GL) report is a daily financial summary you can download from Instinct EMR. It shows what your practice earned, what cash came in, and what clients still…

General Ledger Report Overview

General Ledger Report: Summary Tab

The General Ledger Detail tab breaks down every number on the summary into individual entries.

General Ledger Report: Detail Tab

This article covers the patterns you'll see most often on the Instinct EMR General Ledger (GL) report, the questions practices actually ask, and how to triage unexpected results.

General Ledger Report: Common Scenarios, FAQ, and Troubleshooting

General Ledger Report: Cash In Transit and Reconciliation with the Bank

General Ledger Report

AR for Closed Invoices Dashboard: The Basics

AR for Closed Invoices Dashboard: Invoice Ledger vs Account Balance

AR for Closed Invoices Dashboard: How Invoice Classifications Work

AR for Closed Invoices Dashboard: Common Scenarios — Discounts, Complex Invoices, and Red Flags

AR for Closed Invoices Dashboard: Common Scenarios — Payments, Refunds, and Timing

AR for Closed Invoices Dashboard: Troubleshooting AR Discrepancies

AR for Closed Invoices

Find all accounts in your system, their associated patients, and the account creation date.

Accounts and Patients Dashboard

Understand appointment trends over time, including breakdowns by service, provider, patient species, and appointment cancellations and no shows.

Appointments Overview Dashboard

Observe visit trends over time, including patient demographics and reasons for visit at both an aggregated and single visit level.

Visits Overview Dashboard

Patient details including signalment, status, ward, provider, referring veterinarian, and invoices.

Patient Census Detail Report

See your Account and Patient Alert usage, including which accounts and patient alerts are associated with, for better management of your alert list.

Account and Patient Alert Usage Dashboard

Identify visits without an associated referring vet, within a defined time period.

Visits without Referrers (rVet) Dashboard

Gain valuable insights into your referral partnerships to help you optimize your outreach strategies

Referrals Overview Dashboard

Manage your product catalog more efficiently with trends in product usage over time.

Product Usage Dashboard

Visits, appointments, check-ins, census, and referral volume at a glance.

Operational

Gain insights into treatments administered, including breakdowns by service, ward, and provider.

Treatments Overview Dashboard

Stay up to date on overdue and upcoming vaccine and service reminders for your practice, including by account and patient detail, and reminder label.

Overdue Vaccine and Service Reminders Dashboard

Treatment and vaccine trends across your patients.

Clinical

For each patient visit, discover who checked a patient in or out, and when those actions occurred.

Patient Check In/Out Audit Dashboard

Review task level information over time by status, assignee, and patient.

Task List Status Audit Dashboard

Review all changes that occurred across prescriptions by user, provider, and patient.

Prescriptions Change Log Dashboard

Learn more about voided invoice line items, including the user who voided, when, and the product label for the line item.

Voided Invoice Line Items Dashboard

Controlled Substance Report

Audit trails, change logs, voided items, and controlled substance reporting.

Compliance & Audit

Simplify and speed up the billing process by using Batch Statements.

Creating and Managing Batch Statements

Sort Batch Statements

Batch Statements

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