Instinct

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Instinct Academy

Careville

Betsy Reichenberg

Meridythe Lanoue

Brian Stone

Everything a new user or practice needs from install and login to go-live day.

Getting Started 

Polaris ⭐

IT & Security

Melissa Duarte

What's New in Instinct

Caroline Welch

Accounts

Colleen Brauer

Admin

Report types, Dashboards, and Batch Statements

Analytics

Book appointments, work the calendar, and move patients through check-in and check-out.

Appointment & Scheduling

Manage client access to medical records, appointments and more!

Pet Owner Portal

Building and managing patient treatment plans

Tx Sheet

Ax Mode

Creating and managing patient medical records

Charting

Instinct Support Team

Connecting Instinct with third-party tools

Integrations

Dispensing medications and writing prescriptions

Rx/Prescriptions

Shareville portal and maintaining Referrers

Shareville and Referrers

Status Board

Shanna Byrum, RVT

Inventory setup, analytics, and maintenance

Stockroom

Diagnostics Dashboard

Task List, Comm Log, Practice Library and more!

Tools

Financials 

Managing vaccine records and preventive care

Vaccines and Health/Service Reminders

Vitals

Clinical decision support and drug references within Instinct

Plumb's and Standards of Care

Visual step-by-step guides for common workflows

How-To Guides

Tips and Tricks

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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