Welcome to the Instinct release notes page! These notes will provide information on the functionality of new features released this month.
Table of Contents
Statement PDF – New Printing Options
Edit the rVet with the “Referred By” Link in the Patient Info Bar
Invoice Displays Account Balance
Analytics Report – Open Invoices Report
🖨️ Statement PDF – New Printing Options
When viewing the Account’s Ledger Screen, you now have 4 options for printing the Statement PDF:
- Print with Invoices, Past 30 Days – Generates an account statement for the past 30 days along with the invoices for the past 30 days in one PDF.
- Print with Invoices, Past Year – Generates an account statement for the past year from the print date along with the invoices.
- Print Statement Only, Past 30 Days – Generates an account statement for the past 30 days without invoices.
- Print Statement Only, All Time – Generates an account statement for all transactions since the account was created.
The PDF headers have also been updated so that the account name and address can fit neatly when the letter is folded in thirds for mailer window envelopes.
🏥 Edit the rVet with the “Referred By” Link in the Patient Info Bar
Clicking the “Referred By” header in the Patient Info Bar will now take you to the Patient/Account screen so you can remove, add, or change the rVet associated to the patient. Before this update, clicking on this header allowed you to overwrite rVet information permanently for many other patients.
💲 Invoice Displays Account Balance
When in the Invoice screen for a patient’s visit, you can view the total Account Balance for the account at the bottom as well as the Visit Balance.
🧾 Analytics Report – Open Invoices Report
Our new Open Invoices Report allows you to view a snapshot of all invoices that are currently open!
Report Information
- When generated, this report will include all invoices that are open regardless of the start and end date of the reporting period.
- The Report includes patient and client information, the Invoice ID, the current Invoice total, any amount paid or refunded towards the Invoice, and the current Invoice balance.
- Please note that Open Invoices with zero line items will also be displayed on the report.
Glossary Tab
- Date/Time = Date and time the invoice was created
- Invoice Total (Visit Amount) = Total of the invoice, including taxes and discounts
- Invoice Balance (Visit Balance) = The amount owed after any payments or refunds
To access the Open Invoices Report, users will need to have the analytics_open_invoices_report permission added to a Role in the Admin section of Instinct.
🔎 Improved Patient Search
You will be able to search by many more fields within a Patient, Account, and Visit, including all contact names and phone numbers associated with the patient or the patient’s account and the patient’s Microchip number!
Look for a tooltip outlining the new search parameters where they have been implemented in the app:
