• Careville Home
  • Instinct.vet
  • Pick The Brain Articles
  • Instinct Emergencies

Hello, How Can We Help You?

Instinct EMR
Navigation
Back To TopicsEMR User Guides
  • Provider Summary and Details Analytic Reports
  • EMR PDF Label Printing Guide
  • EMR Financials and Account Ledger Guide
  • EMR Analytics Guide
  • EMR End of Day Processing Guide
  • EMR Discounts Guide
  • EMR Invoice Guide
  • EMR Refunds and Returns Guide
  • EMR Taxes Guide
  • Invoice Closing
  • EMR Integrations Reference Guide
  • Asteris Integration
  • Cubex Integration
  • Heska Point-Of-Care Diagnostics Integration
  • IDEXX Diagnostic Integration
  • EMR Controlled Substance Report
  • EMR Gravity Text/Link To Pay
  • Merging and Transfers Guide
  • EMR Administrator Guide
  • EMR Business Office Guide
  • EMR Reference Guide
  • EMR Charting Guide
  • Rapid Registration
  • Anesthesia (Ax) Mode
  • Outage Guidelines
  • EMR Rounds/Case Review Guide
  • EMR Drawing Block Guide
  • Task List User Guide
  • User Roles and Permissions Guide
  • EMR Student/Draft Mode Guide
  • EMR Appointment & Event Calendars
  • EMR Estimate Guide
  • EMR Prescription Guide
  • EMR DYMO Integration with Web Connect Service Guide
  • EMR Shareville Guide
  • EMR Shareville rVet Guide
  • EMR Comm Log User Guide
  • EMR Referrer Guide
  • EMR Gravity Payments User Guide
  • EMR Appointment & Event Calendar Quick Guide
  • EMR Inventory Guide
  • Outpatient and ER Workup Guide
  • Common Hospitalization Workflows
  • Rounds/Case Review Guide
  • Student/Draft Mode Guide
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • Maintaining Instinct
  • How Instinct EMR Captures Charges
  • Streamlining Charges - Instinct EMR Tips and Guidelines
  • Dictation Programs in Instinct
EMR Training Videos
  • Instinct EMR Reference Video
EMR ProTips
  • Filters/Sorting Guide
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • EMR Product Groups
  • How does Instinct EMR handle Daylight Saving Time?
  • How do I set up an on-the-way patient in EMR?
  • How Do I Print In Instinct EMR?
  • Alerts Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • What is an EMR Superuser?
  • Reopening a Visit/Treatment Sheet
  • How do I copy/paste Vitals in EMR?
  • EMR Assign To Me
  • EMR Invoice Tags
  • EMR ID System
  • 24 Hour Treatment View
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • How do I skip or not complete a treatment?
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Other/Miscellaneous orders
  • Accessing Plumb's Drug Formulary in EMR
  • How do I exit full screen so I can minimize Instinct?
  • Multi-frequency orders using tabs
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Automatic Charges
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Triage Tags
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
EMR Technology Guidelines
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Hardware & Technology Guidelines
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
EMR Release Updates
  • August 2022 EMR Release Updates
  • July 2022 EMR Release Updates
  • June 2022 EMR Release Updates
  • May 2022 EMR Release Updates
  • April 2022 EMR Release Updates
  • March 2022 EMR Release Updates
  • February 2022 EMR Release Updates
  • January 2022 EMR Release Updates
  • December 2021 EMR Release Updates
  • November 2021 EMR Release Updates
  • October 2021 EMR Release Updates
  • September 2021 EMR Release Updates
  • August 2021 EMR Release Updates
EMR Onboarding Documents
  • EMR On-Site Go-Live Guide
  • What is an EMR Superuser?
  • EMR Virtual Go-Live Guide
  • Medical and Workflow Guidelines
Print

EMR Gravity Text/Link To Pay

Use this helpful guide to learn how to use the text/link to pay feature through Gravity.


💡 ProTip: If you are interested in using this feature, please reach out to Gravity first to get your account set up! This feature is only available to US EMR Hospitals using Gravity.


Table of Contents

Initiating a Payment

Pending Transactions

Canceling Pending Transactions

Paid Transactions

Analytics Reports

Legal Consent


➕ Initiating a Payment

A Text/Link to Pay method option will now display in the payments panel when a Payment type is selected. This option is available in the Visit and Account tabs.

  • An optional phone number field displays once the Text/Link to Pay method is selected. Clicking into the phone number field displays the phone numbers associated with the selected account so you can easily select a pre-populated phone number option.
  • Selecting the “Initiate Transaction” button automatically creates the link to pay. 
    • If a phone number was entered, a text message with the link will be sent to the phone number associated with the transaction.
    • If a phone number was not entered, a link will still be created and you can manually copy the link and paste it into the browser for payment.
  • After the transaction is initiated, you have the option to “Copy Link”, “Check Out” (if the patient is currently checked-in, “Print Invoice” or “Print Statement” (depending if you initiated the transaction on the Visit or Account tab), and “New Transaction”.

📩 Pending Transactions

Text/Link to Pay transactions are considered “pending transactions” until the payment has been completed using the generated payment link.

  • If a text/link to pay transaction was initiated on the visit tab, it displays beneath the Pending section on the visits tab. 
  • If a text/link to pay transaction was initiated on the accounts tab, it displays beneath the Pending Transactions section on the accounts tab.
  • Each pending transaction includes a tooltip and a 3-dot menu including “Copy Link”, “Send Text”, and “Cancel” options.

  • The tooltip displays the created date, status, device, phone number, user that initiated the transaction, and note.
    • “Copy Link” option copies the generated payment link to the user’s clipboard.
    • “Send Text” option either 1) resends the text message to the associated phone number or 2) if a phone number was not associated, a modal displays and allows a user to enter a phone number to send the transaction.

❌ Canceling Pending Transactions

Pending Text/Link to Pay transactions may be canceled at any point before the transaction has been paid.

Canceling the transaction:

  • Removes the transaction from the payments panel.
  • Immediately expires the generated payment link.
  • If a phone number was associated with the transaction, a text is sent to the phone number stating the transaction was canceled.

💳 Paid Transactions

Once a pending text/link to pay transaction has been paid using the payment link, the transaction moves to the Payments section of the visit tab.

  • If the pending transaction was displaying on the accounts tab, the payments applied on the account also display under the Payments section on each visit tab the account payoff was applied to. It can take up to 30 seconds for the payment to move to the Payments section once it is paid.
  • After the text/link to pay payment is complete and moved to the Payments section, the payment becomes a normal Gravity transaction and follows the current rules for Gravity transaction. This includes the Gravity status showing as pending for 15 minutes. Once 15 minutes has passed and the transaction settles with Gravity, the status in the tooltip updates to Settled. The payment may only be voided during that 15 minute time period before it has settled, as it currently works.

*Note: We do not have control over the text message content or payments page that displays when completing payment. Those are controlled by Gravity.


📝 Analytics Reports

Pending Text/Link to Pay transactions will not display on any analytics reports until the transaction has been paid.

⚖️ Legal Consent

In order to comply with paragraph 3 of SMS Addendum, the Telephone Consumer Protection Act of 1991 and other laws applicable to SMS communications, you will need to obtain consent from each customer before beginning to use this service with them. The following paragraph meets the criteria of those laws and was agreed upon between Instinct, Gravity and Twilio, the SMS service provider for Instinct hospitals to use as a Client Consent Template:

Opt in to SMS to pay by text.
By [checking/selecting “accept”] [signing below], you consent to receive text messages from us. Message rates vary.  Not all carriers are covered. Standard message and data rates apply. You may update your preference, and cancel your consent, by notifying us at any time or by replying STOP to any text message you receive from us.

CONTACT US

Instinct Science
54 East Oakland Ave
Doylestown, PA 18901
sayhi@instinct.vet
866.267.1818
GET ON OUR LIST TESTIMONIALS PRIVACY & TERMS
ABOUT JOIN US INVESTORS
Made with 🧡 in Philadelphia
© 2022 Instinct Science, LLC
Instinct System Status
  • Careville Home
  • Instinct.vet
  • Pick The Brain Articles
  • Instinct Emergencies
 

Loading Comments...