Welcome to the Instinct release notes page! These notes will provide information on the functionality of new features released this month.
Table of Contents
Patient Census Details Report Update
Standalone Invoicing – COMING SOON!
Check-In Card Update
The check-in card has been slightly redesigned to display vertically instead of horizontally. Any Account Alerts are now visible at the bottom of the Check-In card with a blue warning icon. ⚠
OTW Appointment Status Icon
You will see the OTW Status Icon on the appointment calendar screen if the patient is checked in and marked as OTW. This functionality is not tied to the appointment and will simply show status based on the current patient visit as normal.
OTW Status Icon in List View
OTW Status Icon in Calendar View
Patient Census Details Report Update
We’ve added new columns to the Patient Census Details Report for the Invoice ID, Account Name, Account Address, Account Phone, and Account Email.
Standalone Invoicing – COMING SOON!
Standalone Invoicing will provide a way to create an invoice or fill an Rx without needing to check the patient in! No new permissions or roles will be needed to utilize this feature. Once the feature is released, it will be available for everyone to use.
The checked out patient’s 3-dot menu will include a new Rx and Invoice link to quickly navigate to that patient’s Rx or Invoice screen.
Navigating to the checked out patient’s Rx panel will allow you to fill an Rx that will be placed on the patient’s most recent open invoice.
Navigating to the checked out patient’s Invoice will allow you to create a new Standalone Invoice.
Any Invoices opened for the purpose of Standalone Invoices will not count as visits and will be excluded from the visit count of some of our analytic reports.
The Standalone Invoicing feature is still being developed, and the information provided above may be subject to change without prior notice before the final release date.
In preparation for the Standalone Invoice release, we recommend that you review your Open Invoices Report and close any open invoices with $0.00 balances to avoid Rx’s landing on an older, open invoice.