The Staff section is where Users can be created, edited, and inactivated. User Roles and Permissions are also managed here.
Any user with the “admin_staff” permission can manage Staff in Admin.
Adding New Staff
To add new staff members, simply click “+ New User” at the top of the Staff Admin page.
In the Staff Form, enter the new staff member’s First and Last Name. When entering in the Initials and Pin, make sure that they are unique to that staff member. In the Class field, choose either Doctor or Staff from the drop down menu. Any Users classified as Doctors will appear as Doctors in Instinct EMR.
Roles are assigned to Users to allow for specific access and functionality within Instinct EMR. All Users must be assigned the Staff role for basic functionality.
Additional Roles can be assigned as well (i.e. a doctor with admin access would have 3 roles assigned: Staff, Doctor, and Admin).
Role Permissions can be reviewed, edited, and created by clicking on the “Manage” button at the top of the Staff Admin page.
The orange check mark indicates which Permissions are selected for each role to the left.
By default, all hospitals will have the following Roles already available in their Instinct:
Admin – Admin User Role
Auditor – Allows editing and voiding on Invoice
Cashier – Allows managing payments
Doctor – Doctor User Role
Staff – Staff User Role (All users must have this role to access Instinct)
EMR hospitals will have all of the above, including the following Role if they have our Appointment Calendar feature enabled:
Calendar Scheduler – Allows users to create and manage appointments, events, and dropoffs
To create an additional role, select the “+ New” button at the bottom of the Roles list.
Additional Role Examples:
Below are some examples of roles that other hospitals, like you, have created to personalize permissions for staff members.
Doctor Managers
Technician Managers
Front Desk Managers
End of Day Reports (for EMR Only)
Admin Appointment Builder (for EMR Only)
Admin Charts Builder (for EMR Only)
Admin Analytics (for EMR Only)
Admin Inventory
Enter a Label and Description for the role, then select the appropriate Permissions.
💡 ProTip: Some updates and releases to Instinct do come with additional permissions. It is a good idea to periodically look at permissions to make sure they are up to date! 📝 For a list of available Permissions please see our EMR User Roles and Permissions Guide or ITP User Roles and Permissions Guide.
Editing Staff
To edit a Users information, search for the User Name by using the Search Bar in the upper right hand corner of the Staff Admin page. Once the User is located, simply click on the User’s Name to open the Staff Form for editing.
🚨 Please Note: As a security feature, a User’s PIN will never be viewable in the Staff Form.
If a User is no longer employed, inactivate them by clicking on the “Active” toggle. (Users are never deleted in order to protect any historical data associated with that User.)
Clear Context
Context remembers a User’s last location and preferences in Instinct EMR. Clearing the Context can help resolve occasional bugs that may occur. Always ensure that a User is logged out before clearing their Context.
Context can be cleared for a single User or All Users. To Clear Context for a single User, search for the User Name in the upper right hand corner of the Staff Admin page. Once the User is located, simply click on the “X Clear Context” on the right hand side of the screen. To Clear Context for All Users, click on Mange at the top of the Staff Admin page, then select “Clear All User Contexts”.
