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Instinct EMR
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Back To TopicsEMR User Guides
  • Tax Exempt Accounts
  • Late Fees
  • Standalone Invoicing
  • Advanced Invoicing Guide
  • EMR Health/Service Reminders Guide
  • Account Deposits, Account Credits, & Unapplied Payments Guide
  • Username and Passwords
  • EMR Analytics Guide
  • Accounts Receivable (A/R) Summary Report
  • EMR Controlled Substance Report
  • Deceased Patients Report
  • Incomplete Charts Report
  • Open Invoices Report
  • Order Summary Report
  • Patient Census Detail Report
  • Practice Summary Report
  • Provider Commissions Reporting in Instinct
  • Provider Summary and Details Analytic Reports
  • Referrer Details Report
  • Revenue Details Report
  • Taxes, Non-taxable Sales, and Discounts Report
  • Transaction Details Report
  • Transaction Summary Report
  • Standalone Patient Documents
  • EMR Vaccine Reminders Guide
  • EMR PDF Label Printing Guide
  • EMR Financials and Account Ledger Guide
  • EMR End of Day Processing Guide
  • EMR Discounts Guide
  • EMR Invoice Guide
  • EMR Refunds and Returns Guide
  • EMR Taxes Guide
  • Invoice Closing
  • Integrations Reference Guide
  • Antech Diagnostic Integration
  • Asteris Integration
  • Client Chat (Powered by Twilio)
  • Cubex Integration
  • Dictation Programs in Instinct
  • DYMO Integration with Web Connect Service Guide
  • Gravity Payments User Guide
  • Gravity Text/Link To Pay
  • Heska Point-Of-Care Diagnostics Integration
  • IDEXX VetConnect
  • Merging and Transfers Guide
  • EMR Administrator Guide
  • EMR Business Office Guide
  • EMR Reference Guide
  • EMR Charting Guide
  • Rapid Registration
  • EMR Anesthesia (Ax) Mode
  • 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 Prescription Guide
  • EMR Estimate Guide
  • EMR Shareville Guide
  • EMR Referrer Guide
  • EMR Shareville rVet Guide
  • EMR Comm Log User Guide
  • EMR Inventory Guide
  • Outpatient and ER Workup Guide
  • Common Hospitalization Workflows
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • Maintaining Instinct
  • How Instinct EMR Captures Charges
  • Streamlining Charges - Instinct EMR Tips and Guidelines
Integrations
  • Integrations Reference Guide
  • Antech Diagnostic Integration
  • Asteris Integration
  • Client Chat (Powered by Twilio)
  • Cubex Integration
  • Dictation Programs in Instinct
  • DYMO Integration with Web Connect Service Guide
  • Gravity Payments User Guide
  • Gravity Text/Link To Pay
  • Heska Point-Of-Care Diagnostics Integration
  • IDEXX VetConnect
Analytic Reports
  • EMR Analytics Guide
  • Accounts Receivable (A/R) Summary Report
  • EMR Controlled Substance Report
  • Deceased Patients Report
  • Incomplete Charts Report
  • Open Invoices Report
  • Order Summary Report
  • Patient Census Detail Report
  • Practice Summary Report
  • Provider Commissions Reporting in Instinct
  • Provider Summary and Details Analytic Reports
  • Referrer Details Report
  • Revenue Details Report
  • Taxes, Non-taxable Sales, and Discounts Report
  • Transaction Details Report
  • Transaction Summary Report
EMR Training Videos, Quizzes & Webinars
  • Instinct Office Hours 
  • Instinct Academy: EMR Admin Webinar
  • Getting Started With Instinct EMR: An Admin Training Guide
  • Getting Started With Instinct EMR: A Training Guide
  • EMR Training Guide Quizzes
  • Meet Instinct EMR
  • Instinct EMR Reference Video
  • EMR Training Video: Admin - Calendar Section
  • EMR Training Video: Admin - Medical Record Section
  • EMR Training Video: Admin - Overview
  • EMR Training Video: Analytics Module
  • EMR Training Video: Analytics Reports Overview
  • EMR Training Video: Antech Diagnostic Integration
  • EMR Training Video: Appointment & Event Calendars
  • EMR Training Video: Asteris Integration
  • EMR Training Video: Ax Mode
  • EMR Training Video: Business Office Overview
  • EMR Training Video: Business Office - Accounts
  • EMR Training Video: Business Office - Appointments
  • EMR Training Video: Business Office - Events
  • EMR Training Video: Business Office - Financials
  • EMR Training Video: Business Office - Patient Registration
  • EMR Training Video: Business Office - Referrers
  • EMR Training Video: Charts
  • EMR Training Video: Client Chat
  • EMR Training Video: Comm Log
  • EMR Training Video: Estimates
  • EMR Training Video: Gravity Payments Integration
  • EMR Training Video: Heska Diagnostic Integration
  • EMR Training Video: IDEXX Integration
  • EMR Training Video: Invoice
  • EMR Training Video: Look Up
  • EMR Training Video: Navigating EMR
  • EMR Training Video: Patient Info Bar
  • EMR Training Video: Payments and Ledger
  • EMR Training Video: Plumb's Veterinary Drug Formulary
  • EMR Training Video: Rapid Registration
  • EMR Training Video: Rx Module
  • EMR Training Video: Status Boards
  • EMR Training Video: Task List
  • EMR Training Video: Treatment Sheet
  • EMR Training Video: Vaccine & Service Reminders
  • EMR Training Video: Vitals Board
EMR Training Videos
  • Instinct EMR Reference Video
  • EMR Training Video: Admin - Calendar Section
  • EMR Training Video: Admin - Medical Record Section
  • EMR Training Video: Admin - Overview
  • EMR Training Video: Analytics Module
  • EMR Training Video: Analytics Reports Overview
  • EMR Training Video: Antech Diagnostic Integration
  • EMR Training Video: Appointment & Event Calendars
  • EMR Training Video: Asteris Integration
  • EMR Training Video: Ax Mode
  • EMR Training Video: Business Office Overview
  • EMR Training Video: Business Office - Accounts
  • EMR Training Video: Business Office - Appointments
  • EMR Training Video: Business Office - Events
  • EMR Training Video: Business Office - Financials
  • EMR Training Video: Business Office - Patient Registration
  • EMR Training Video: Business Office - Referrers
  • EMR Training Video: Charts
  • EMR Training Video: Client Chat
  • EMR Training Video: Comm Log
  • EMR Training Video: Estimates
  • EMR Training Video: Gravity Payments Integration
  • EMR Training Video: Heska Diagnostic Integration
  • EMR Training Video: IDEXX Integration
  • EMR Training Video: Invoice
  • EMR Training Video: Look Up
  • EMR Training Video: Navigating EMR
  • EMR Training Video: Patient Info Bar
  • EMR Training Video: Payments and Ledger
  • EMR Training Video: Plumb's Veterinary Drug Formulary
  • EMR Training Video: Rapid Registration
  • EMR Training Video: Rx Module
  • EMR Training Video: Status Boards
  • EMR Training Video: Task List
  • EMR Training Video: Treatment Sheet
  • EMR Training Video: Vaccine & Service Reminders
  • EMR Training Video: Vitals Board
Instinct Academy
  • Instinct Office Hours 
  • Instinct Academy: EMR Admin Webinar
EMR ProTips
  • Heska Request ID
  • Filters/Sorting Guide
  • Insulin Therapy Guide
  • Snippets
  • 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
  • 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 on a tablet
  • 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
  • Zebra Label Printer Setup on macOS
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Hardware & Technology Guidelines
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
EMR Release Updates
  • September 2023 EMR Release Updates
  • August 2023 EMR Release Updates
  • July 2023 EMR Release Updates
  • June 2023 EMR Release Updates
  • May 2023 EMR Release Updates
  • April 2023 EMR Release Updates
  • March 2023 EMR Release Updates
  • February 2023 EMR Release Updates
  • January 2023 EMR Release Updates
  • December 2022 EMR Release Updates
  • November 2022 EMR Release Updates
  • October 2022 EMR Release Updates
  • September 2022 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
  • Getting Started With Instinct EMR: An Admin Training Guide
  • Getting Started With Instinct EMR: A Training Guide
  • EMR On-Site Go-Live Guide
  • What is an EMR Superuser?
  • EMR Virtual Go-Live Guide
  • Medical and Workflow Guidelines
Accounts Receivable (A/R) Summary Report
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Accounts Receivable (A/R) Summary Report

The Accounts Receivable (A/R) Summary Report is used to see a list of accounts with unpaid balances or credits, as well as the aging of these balances and credits for over 30, 60, 90, and 120 days.

This report only considers Closed Invoices when calculating account balances and aging.  Any payments or refunds that are made to Open Invoices will have no effect on balances or credits for this report.  When generating this report, it will display all balances and credits on accounts up to the report end date. The start date has no relevance as this report is a running list of account balances and credits.

Users need to have the analytics_accounts_receivable_summary_report permission added to a role in order to access this report in Analytics.

💡To learn more about how to access and schedule this report, check out our EMR Analytics Guide!


The Accounts Receivable (A/R) Summary Report consists of the following: 

Report Info Tab

The Report Info tab is the cover page for the report and consists of the Hospital Name and Hospital Location.  It will also show what date/time range the report is for, and when the report was created.

Glossary Tab

The Glossary tab contains terms and definitions for column headings located throughout the report for clarity.

For the Accounts Receivable (A/R) Summary Report, the glossary only displays a note alerting that the report only considers closed invoices when calculating account balances and aging. 

Accounts Receivable Summary Tab

The Account Receivable Tab includes the following information:

  • Account ID
  • Account Label
  • Account Type
  • Account Alerts
  • Client Name
  • Unapplied Payments
  • Account Balance
  • Current Balance
  • Over 30 Days Balance
  • Over 60 Days Balance
  • Over 90 Days Balance
  • Over 120 Days Balance
  • Client Phone Number
  • Client Email
  • Patient(s)  – list of client’s pets whose closed invoices have balances or credits
  • Account Notes

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