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Accessing Appointment and Event Calendars

Learn how to access the appointments and event calendars in Instinct EMR

Updated over 3 months ago

All users can access Appointment and Event Calendars by clicking ‘Business Office’ on the left sidebar. Please note, these calendars must be enabled by contacting us: [email protected].

After clicking ‘Business Office’, you’ll notice the following options at the top of the screen (shown above):

  • Appointments – add, edit, or remove scheduled appointments

  • Events – a separate calendar designed to track specific events, including cleaning or vacation schedules

  • Patient Registration – search/add new patients, retrieve previous medical history, and check patients in/out

  • Accounts – search/add a new account (owner) and transfer patient ownership

  • Referrers – document how a patient was referred to your hospital, including the practice name and veterinarian

  • Financials – Hospital financial ledger, quickly see accounts with balances and credits

To view a specific date on the Appointments or Events Calendar, click the calendar icon towards the top right hand corner of the screen to select a day. You can also scan by week (<< and >>) or by day (< and >).


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