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Instinct EMR
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Analytic Reports
  • Taxes, Non-taxable Sales, and Discounts Report
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  • Transaction Summary Report
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  • Weight Calculator (optional)
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  • Adding order notes, call parameters, or specific instructions to a treatment
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EMR Technology Guidelines
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EMR Onboarding Documents
  • EMR On-Site Go-Live Guide
  • What is an EMR Superuser?
  • EMR Virtual Go-Live Guide
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EMR End of Day Processing Guide
Print

EMR End of Day Processing Guide

A guide to End of Day processing in Instinct! Be sure to process all payments directly through Instinct to ensure financial reporting is accurate.


Table of Contents

Analytic Reports to Review for EOD:

How to Schedule a Report

Practice Summary Report

Transaction Summary Report

Transaction Details Report

A/R Summary Report

End of Day Processing Quiz


Analytic Reports to Review for EOD:

We recommend scheduling these reports to generate daily, weekly and monthly depending on your hospital’s reporting needs.

  • Practice Summary Report 
  • Transaction Summary Report
  • Transaction Details Report
  • A/R Summary Report

Staff members that perform the EOD can have access to generate the above reports by creating a User Role containing Permissions for each report. Please refer to the EMR Administrator Guide for details on how to create User Roles.


How to Schedule a Report

After selecting Analytics from the left side bar, check the box next to the report you’d like to schedule (you can select more than one at a time). Click Change Schedule at the top and choose the schedule for the reports.

Once the schedule is saved, these reports will automatically generate so that you can simply select the reports to begin EOD.

Please note that Weekly reports will be generated from the next Sunday – Saturday. Monthly reports will be generated starting on the first day of the next month – so if a monthly report is selected in the middle of October, the next report will cover November 1st – 30th.


Practice Summary Report

This report is a complete summary of your practice’s daily, weekly or monthly activity. For EOD processing, you’ll want to focus on the Financial Metrics section of this report.

Here you’ll find:

  • Total Revenue Invoiced (Includes invoiced items for patients currently checked-in also)
  • Total Payments (Includes deposits taken on patients still checked in)
  • Total Refunds
  • Total Tax Collected
  • Total Discount Amount
  • Total Payments Voided
  • Total Refunds Voided

Transaction Summary Report

This report totals payments collected for each payment type accepted for your practice. This total will match the total payments listed on the Practice Summary Report. You’ll use this report to ensure Cash collected is accurate.


Transaction Details Report

This report will list each individual payment collected with details including:

  • Date / Time payment was collected
  • Client name
  • Patient ID
  • Patient Name 
  • Transaction Type (Payment, Refund, Voided Payment, Voided Refund)
  • Transaction Method (Credit / Debit, Cash, Check, Care Credit, Other)
  • Credit Card Type (Visa, Mastercard, Amex, Discover)
  • Any notes documented while collecting payment
  • User logged in when payment was collected
  • Paid Amount
  • Refunded Amount
  • Voided Paid Amount
  • Voided Refunded Amount

Use this report to locate specific transactions if needed.


A/R Summary Report

While this report is most useful when generated weekly and monthly to manage ongoing outstanding balances, it’s helpful to review daily to catch any new accounts with unpaid amounts.


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