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Instinct EMR
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  • Invoice Closing
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  • Student/Draft Mode Guide
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • Maintaining Instinct
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  • How Instinct Captures Charges
  • Streamlining Charges - Instinct Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan
  • Hardware & Technology Guidelines
  • February 2022 Instinct Release Updates
  • Insulin Therapy Guide
  • Routine Maintenance of Instinct
  • Front Desk Guide
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  • I cannot send charges back to Cornerstone
  • Patients are no longer checking in/out of Instinct
  • I already audited this bill, but now all the charges are missed again
  • Task List User Guide
  • October 2021 Instinct Release Updates
  • September 2021 Instinct Release Updates
  • User Roles and Permissions Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • Accessing Plumb's Drug Formulary in Instinct
  • August 2021 Instinct Release Updates
  • Instinct Treatment Plan Assign To Me
  • Instinct Treatment Plan Quick Reference Guide
  • Outpatient and ER Workup Guide
  • Instinct Treatment Plan Business Office Guide
  • 24 Hour Treatment View
  • Reopening a treatment sheet
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • Merge or Transfer Patients to a New Account
  • How do I skip or not complete a treatment?
  • Common Hospitalization Workflows
  • Instinct Treatment Plan Administrator Guide
  • 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?
  • Alerts Guide
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • How Cubex/Omnicell work with Instinct
  • Cornerstone Integration
  • Rounds/Case Review Guide
  • Patient changed owners mid-visit, how do I document this in Instinct?
  • 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
  • Missed Charges Guide
  • Other/Miscellaneous orders
  • Charge Auditor's Guide
  • How do I exit full screen so I can minimize Instinct?
  • My charges are not syncing
  • Multi-frequency orders using tabs
  • Medical and Workflow Guidelines
  • What is a Superuser?
  • Instinct Treatment Plan Controlled Substance Report
  • 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?
  • Student/Draft Mode Guide
  • 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?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Installing Instinct with other practice software
  • Installing Instinct with Vetspire
  • Installing Instinct with Cornerstone - ImproMed - AVImark
  • Installing Instinct with ezyVet
  • 1 - General Overview
  • 2 - Status Board
  • 3 - Status Board Advanced Features
  • 4 - Treatment Sheet Overview and Completing Treatments
  • 5 - How to Make a Treatment Sheet
  • 6 - Vitals Screen
  • 7 - Patient Safety Warnings
  • 8 - Invoice
  • 9 - Admin
  • 10 - Assign To Me Button
  • 11 - Fluids, Additives, Transfusions, and CRIs
  • 12 - Using Instinct on TVs and in the Outpatient and ER Environment
  • 13 - One-Off Treatments and My Board Quick Switcher
  • 14 - How to Edit a Treatment, Discontinue, and Complete a Treatment in the Past
  • Instinct Treatment Plan On-Site Go-Live Guide
  • Instinct Virtual Go-Live Guide
  • Automatic Charges
  • Update Patient/Client IDs
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Maintaining Instinct
  • Triage Tags
  • Manual Check In/Out Guide
  • How does Instinct handle Daylight Saving Time?
  • How do I set up an on-the-way patient?
  • 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
  • Do product prices automatically update when edited in our Practice Management System?
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • Force Check-Out
  • EzyVet Check In/Out Guide
  • How Instinct Captures Charges
  • Streamlining Charges - Instinct Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan Training Videos
  • 1 - General Overview
  • 2 - Status Board
  • 3 - Status Board Advanced Features
  • 4 - Treatment Sheet Overview and Completing Treatments
  • 5 - How to Make a Treatment Sheet
  • 6 - Vitals Screen
  • 7 - Patient Safety Warnings
  • 8 - Invoice
  • 9 - Admin
  • 10 - Assign To Me Button
  • 11 - Fluids, Additives, Transfusions, and CRIs
  • 12 - Using Instinct on TVs and in the Outpatient and ER Environment
  • 13 - One-Off Treatments and My Board Quick Switcher
  • 14 - How to Edit a Treatment, Discontinue, and Complete a Treatment in the Past
Instinct EMR
  • Invoice Closing
  • May 2022 EMR Release Updates
  • April 2022 EMR Release Updates
  • EMR Administrator Guide
  • EMR Reference Guide
  • EMR Business Office Guide
  • EMR Charting Guide
  • EMR Integrations Reference Guide
  • EMR End of Day Processing Guide
  • EMR Refunds and Returns Guide
  • Rapid Registration
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • March 2022 EMR Release Updates
  • February 2022 EMR Release Updates
  • January 2022 EMR Release Updates
  • Instinct System Status
  • EMR On-Site Go-Live Guide
  • Outage Guidelines
  • December 2021 EMR Release Updates
  • Asteris Integration
  • Instinct EMR Reference Video
  • Merge or Transfer Patients to a New Account in Instinct EMR
  • IDEXX Diagnostic Integration
  • EMR Rounds/Case Review Guide
  • November 2021 EMR Release Updates
  • EMR Drawing Block Guide
  • EMR Product Groups
  • How does Instinct EMR handle Daylight Saving Time?
  • Task List User Guide
  • How do I set up an on-the-way patient in EMR?
  • How Do I Print In Instinct EMR?
  • Cubex Integration
  • Alerts Guide
  • October 2021 EMR Release Updates
  • User Roles and Permissions Guide
  • EMR Student/Draft Mode Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • September 2021 EMR Release Updates
  • What is an EMR Superuser?
  • EMR Financials and Account Ledger Guide
  • August 2021 EMR Release Updates
  • EMR Virtual Go-Live Guide
  • Reopening a Visit/Treatment Sheet
  • How do I copy/paste Vitals in EMR?
  • EMR Assign To Me
  • EMR Appointment & Event Calendars
  • EMR Estimate Guide
  • EMR Prescription Guide
  • EMR Dymo Label Printer Guide
  • EMR Invoice Guide
  • EMR Shareville Guide
  • EMR Shareville rVet Guide
  • EMR Analytics Guide
  • EMR Comm Log User Guide
  • Heska Point-Of-Care Diagnostics Integration
  • EMR Taxes Guide
  • EMR Discounts Guide
  • EMR Referrer Guide
  • EMR Gravity Payments User Guide
  • EMR Appointment & Event Calendar Quick Guide
  • EMR Controlled Substance Report
  • EMR Invoice Tags
  • EMR ID System
  • EMR Inventory Guide
  • Outpatient and ER Workup Guide
  • 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 Hospitalization Workflows
  • 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?
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • Rounds/Case Review Guide
  • 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
  • Medical and Workflow Guidelines
  • 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?
  • Student/Draft Mode Guide
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • Hardware & Technology Guidelines
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • '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
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Maintaining Instinct
  • 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?
  • 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
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • Merge or Transfer Patients to a New Account in Instinct EMR
  • 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?
  • Filters/Sorting Guide
  • 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?
Instinct Treatment Plan ProTips
  • Insulin Therapy Guide
  • Routine Maintenance of Instinct
  • I cannot send charges back to Cornerstone
  • Patients are no longer checking in/out of Instinct
  • I already audited this bill, but now all the charges are missed again
  • Patient Safety Warnings For Chemotherapy Medications
  • Accessing Plumb's Drug Formulary in Instinct
  • Instinct Treatment Plan Assign To Me
  • 24 Hour Treatment View
  • Reopening a treatment sheet
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • Merge or Transfer Patients to a New Account
  • 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?
  • Alerts Guide
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • How Cubex/Omnicell work with Instinct
  • Patient changed owners mid-visit, how do I document this in Instinct?
  • 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
  • How do I exit full screen so I can minimize Instinct?
  • My charges are not syncing
  • 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
  • Automatic Charges
  • Update Patient/Client IDs
  • 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 does Instinct handle Daylight Saving Time?
  • How do I set up an on-the-way patient?
  • 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
  • Do product prices automatically update when edited in our Practice Management System?
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • Force Check-Out
Uncategorized
  • February 2022 Instinct Release Updates
  • May 2022 EMR Release Updates
  • Email Filtering with Analytic Reports
  • I already audited this bill, but now all the charges are missed again
  • Outage Guidelines
Instinct Treatment Plan Technology Guidelines
  • Hardware & Technology Guidelines
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Cornerstone Integration
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Installing Instinct with other practice software
  • Installing Instinct with Vetspire
  • Installing Instinct with Cornerstone - ImproMed - AVImark
  • Installing Instinct with ezyVet
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
  • 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
Instinct Treatment Plan Release Updates
  • February 2022 Instinct Release Updates
  • October 2021 Instinct Release Updates
  • September 2021 Instinct Release Updates
  • August 2021 Instinct 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
Instinct Treatment Plan Onboarding Documents
  • Cornerstone Integration
  • Medical and Workflow Guidelines
  • What is a Superuser?
  • Instinct Treatment Plan On-Site Go-Live Guide
  • Instinct Virtual Go-Live Guide
EMR Taxes Guide
Print

EMR Taxes Guide

Learn how to easily create/manage tax classes and associate tax rates in Instinct!


Table of Contents

Invoice Taxes: Admin User Permissions

Admin: Invoice Taxes

Admin: Product Taxes

Invoice Screen: Tax Class Associations

Invoice PDF: Taxes

Chart: Taxes Tooltip

Invoice: Taxes Tooltip

Invoice Taxes: Revenue Details Report


🔐 Invoice Taxes: Admin User Permissions

Hospital Administrators have the ability to create/manage tax classes and associate product tax rates within the ‘Taxes’ Admin section.

📓 Please Note: Users will not have access to the ‘Taxes’ section automatically and a hospital administrator will need to add the admin_taxes permission to the appropriate user role (or create a new one) in order to view, create, and manage tax classes. If you do not see this permission, please contact us at support@instinct.vet.


🧾 Admin: Invoice Taxes

The ‘Taxes’ Admin screen allows you to easily create new tax classes and manage existing ones. To create a new tax class, simply click + New Tax Class.

A ‘New Tax Class’ pop-up will then display to include all applicable tax information.

💡 A few things to keep in mind:

  • The ‘Rate’ field accepts numerical values up to 3 decimal places and must be greater than 0.
  • The ‘Application Date’ drives when the rate is applied to the invoice line items and defaults to the current date and time. A past or the future date can also be selected, if necessary.

Once saved, tax classes display on the ‘Taxes’ admin screen and can be edited by using the 3-dot menu followed by ‘Edit’, or by clicking directly on the tax class name.

Please note that editing any tax rate will change the rate on active/current and future invoices based on the application date. Past invoices for Checked-Out patients will never be affected by tax class revisions.

💡 A few things to keep in mind:

  • Re-opening a visit will not adjust line items to new rates. If a previous Invoice needs tax rates adjusted, please contact us at support@instinct.vet.
  • If a product with a tax class is on an active/current invoice and the tax rate is adjusted in the Admin section with a future Application Date, the current product on the Invoice will not be impacted (meaning it will still have the previous tax rate applied).
    • If this product is added to the invoice after the Application Date, the updated tax rate will be applied for any invoice item dated after the Application Date. 
  • Deleting tax classes via the 3-dot menu automatically removes the tax rate from any products it’s associated with. 
    • This does not impact line items on past invoices and these will still have the previous tax class rate associated with it. 
    • Active/Current Invoices that include line items with a recently deleted tax rate are impacted and will no longer be available on the invoice (meaning the taxes are removed).

💰 Admin: Product Taxes

A Tax Class can be added to a Product individually or via Bulk Edit. Tax classes can also be removed from products this same way.

Individually
Via Bulk Edit

📓 Please Note: Adding and removing tax classes only affect line items added on or after the Tax Class Application Date on current/active/future Invoices. This means past Invoices will never be impacted.


🧾 Invoice Screen: Tax Class Associations

When a product with an associated tax class is added to an Invoice, the line item displays the associated tax rate within a tooltip on the invoice screen.

Keep in mind the items on the Invoice screen reflect the pre-tax amount ($20 as shown above). The tooltip includes the Tax name abbreviation (if applicable), tax rate, and calculated tax amount (total price + tax).

Multiple tax classes can be associated with a product within the Application Date as shown below:

At the bottom of the Invoice screen, the Subtotal, Discounts (if any), Taxes, and Invoice Total are displayed. Taxes are calculated on the line item level, rounded to 2 decimal places, and combined for a total taxed amount. If discounts are also applied, taxes are calculated using the line item’s price minus any discounts. The tax rate is then applied to the final price.


🧾 Invoice PDF: Taxes

Any applicable Tax information is also included on the Invoice PDF:



📊 Chart: Taxes Tooltip

Tax information is displayed per visit when hovering over the Invoice icon on the Chart screen.

📓 Please Note: Taxes show a cumulative amount rather than percentage within the tooltip because there can be multiple tax class associations on the invoice. The amount displayed is the total percentage of the Subtotal minus any Discounts.


🔨 Invoice: Taxes Tooltip

Tax calculation information will now display on the bottom of the Invoice screen, next to the total amount information.


🧾Invoice Taxes: Revenue Details Report

The Revenue Details Report (found in the Analytic section) is a collection of all invoice items charged to an invoice during the time-period the report is generated for, regardless if the visit is checked-in or checked-out.

This report displays details about any products added to invoices (Product ID, Product Name, Category), the associated provider, Account and Patient details, and any Discount or Tax information along with the total price of the line item.

Report fields with Discount/Tax information include:

  • Tax Class – The Tax Class for the product
  • Total Tax Amount – The total Tax amount for any product that has an associated Tax Class
  • Discount Class – The Discount Class for the product
  • Total Discount Amount – The total Discount amount for any product that has an associated Discount class
  • Subtotal – This is the price of the product before taxes and discounts are applied
  • Total Amount – The total price of an item, taking into account taxes and discounts.

📓 Important Note: Totals are rounded to the nearest hundredth (2 decimal places) for Tax and Discount amounts and any taxes are applied AFTER discount amounts. Please know that rounding may cause small discrepancies with the totals if rounded differently.


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