video1.0<iframe src="https://www.loom.com/embed/513489ba8621413daace1e23c30a9c11" frameborder="0" width="2048" height="1536" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15362048Loomhttps://www.loom.com15362048https://cdn.loom.com/sessions/thumbnails/513489ba8621413daace1e23c30a9c11-c3835164f1660781.jpg2675.6This Loom reviews Instinct EMR money management and workflow improvements for payment accuracy and reporting. It explains how invoice-based payments work in the ledger, when to use account credit (prepayments) and balance payoff, and how “false zero balances” and open invoices can distort financial reporting. The discussion emphasizes monitoring false zero dollar balances and running open invoice reports, plus establishing an end-of-day procedure using Transaction Summary Report and Transaction Details to reconcile drawers and payment systems. It also shares Marqueen Pet Emergency and Specialty’s cross-training approach for checkout efficiency during peak times, including letting technical staff close invoices when balances are zero and enabling a small number of trained staff to process payments via Clover devices.